Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

ElementData TypeRequired?DefaultDescriptionSample Data
RequestIdInt32No
Click here for more information
1
SessionTicketString (50)Yes
Click here for more information
AcjOqKSXoUYG3qLkrxKQYwAavFwbZgVb9V4tr3R7BbzQ==
Client DetailPwsClientDetailYes
The detailed client information to be inserted or updated
FullDetailFlagBooleanNofalseIf set to true, include full detailed client element in response
true/false
ParentClientClearFlagBooleanNofalseIf set to true, null out parent client
true/false

Request Usage Example(s)


Code Block
languagexml
titleExample 01 - Client without parent
collapsetrue
<soapenv:Envelope      <PwsSaveClient>
         <serviceRequest>
            <SessionTicket>AcjOqKSXoUYG3qLkrxKQYw==</SessionTicket>
            <Client>
               <ClientName>Acme 1000-01</ClientName>
               <InactiveFlag>false</InactiveFlag>
 xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/" xmlns:com="http://projectorpsa.com/DataContracts/Shared/Common/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsSaveClient>
      <Address>   <pws:serviceRequest>
            <req:RequestId>1</req:RequestId>
  <AddressLine1>123 Main Street</AddressLine1>        <req:SessionTicket>AavFwbZgVb9V4tr3R7BbzQ==</req:SessionTicket>
          <AddressLine2>Suite 100</AddressLine2> <req:Client>
               <com:ClientName>Web  <Attention>Jane Smith</Attention>Services Inc.</com:ClientName>
                  <City>Boston</City><com:InactiveFlag>false</com:InactiveFlag>
                 <com:Address>
<CompanyName>Acme 1000-01</CompanyName>                 <com:AddressLine1>123 Main <Country>USA<Street</Country>com:AddressLine1>
                  <StateOrProvince>MA</StateOrProvince><com:AddressLine2>Suite 100</com:AddressLine2>
                  <ZipOrPostalCode>02114</ZipOrPostalCode><com:Attention>Billing</com:Attention>
                  </Address><com:City>Boston</com:City>
               <BillingCycleIdentity>   <com:CompanyName>Acme Inc.</com:CompanyName>
              <BillingCycleName>Monthly</BillingCycleName>    <com:Country>USA</com:Country>
           </BillingCycleIdentity>       <com:StateOrProvince>MA</com:StateOrProvince>
        <BillingInstructions>Bill on the last day of the month</BillingInstructions>   <com:ZipOrPostalCode>02114</com:ZipOrPostalCode>
            <ClientMessage>We appreciate your business!</ClientMessage>com:Address>
               <ClientMessagePlain>We<com:BillingCycleIdentity>
appreciate your business!</ClientMessagePlain>                <InheritAddressFlag>false</InheritAddressFlag><com:BillingCycleName>Monthly</com:BillingCycleName>
               <InheritBillingCycleFlag>false<</InheritBillingCycleFlag>com:BillingCycleIdentity>
               <InheritBillingInstructionsFlag>false</InheritBillingInstructionsFlag>
       <com:BillingInstructions>Please bill on the last day of the month.</com:BillingInstructions>
       <InheritClientMessageFlag>false</InheritClientMessageFlag>        <com:ClientMessage>We   appreciate your business.</com:ClientMessage>
  <InheritInvoiceContentFlag>false</InheritInvoiceContentFlag>             <com:ClientMessagePlain>We appreciate your <InheritInvoiceScopeFlag>false</InheritInvoiceScopeFlag>business.</com:ClientMessagePlain>
               <InheritInvoiceTemplateFlag>false</InheritInvoiceTemplateFlag><com:InheritAddressFlag>false</com:InheritAddressFlag>
               <InheritPaymentTermFlag>false</InheritPaymentTermFlag><com:InheritBillingCycleFlag>false</com:InheritBillingCycleFlag>
               <InheritPurchaseOrderNumberFlag>false</InheritPurchaseOrderNumberFlag><com:InheritBillingInstructionsFlag>false</com:InheritBillingInstructionsFlag>
               <InheritStandardRatesFlag>false</InheritStandardRatesFlag><com:InheritClientMessageFlag>false</com:InheritClientMessageFlag>
               <InheritTimeBillingTypeFlag>false</InheritTimeBillingTypeFlag><com:InheritInvoiceContentFlag>false</com:InheritInvoiceContentFlag>
               <InvoiceContent>B</InvoiceContent><com:InheritInvoiceScopeFlag>false</com:InheritInvoiceScopeFlag>
               <InvoiceScope>E</InvoiceScope>   <com:InheritInvoiceTemplateFlag>false</com:InheritInvoiceTemplateFlag>
            <InvoiceTemplateIdentity>   <com:InheritPaymentTermFlag>false</com:InheritPaymentTermFlag>
               <InvoiceTemplateName>A200</InvoiceTemplateName><com:InheritPurchaseOrderNumberFlag>false</com:InheritPurchaseOrderNumberFlag>
               </InvoiceTemplateIdentity><com:InheritStandardRatesFlag>false</com:InheritStandardRatesFlag>
               <NewClientNumber>C001001</NewClientNumber><com:InheritTimeBillingTypeFlag>false</com:InheritTimeBillingTypeFlag>
               <PaymentTermIdentity><com:InvoiceContent>B</com:InvoiceContent>
               <com:InvoiceScope>E</com:InvoiceScope>
  <PaymentTermName>Net 60</PaymentTermName>            <com:InvoiceTemplateIdentity>
   </PaymentTermIdentity>                <PurchaseOrderNumber>C001000</PurchaseOrderNumber><com:InvoiceTemplateName>A200</com:InvoiceTemplateName>
               <StandardBillingAdjustedDiscountPercent>0<</StandardBillingAdjustedDiscountPercent>com:InvoiceTemplateIdentity>
               <StandardContractDiscountPercent>0</StandardContractDiscountPercent><com:PaymentTermIdentity>
               <StandardRateCardIdentity>   <com:PaymentTermName>Net 60</com:PaymentTermName>
              <RateCardName>USA Rate Card</RateCardName></com:PaymentTermIdentity>
                  <RateCardType>R</RateCardType><com:PurchaseOrderNumber>WS-001</com:PurchaseOrderNumber>
               </StandardRateCardIdentity><com:StandardBillingAdjustedDiscountPercent>15</com:StandardBillingAdjustedDiscountPercent>
               <TimeBillingType>H</TimeBillingType><com:StandardContractDiscountPercent>10</com:StandardContractDiscountPercent>
               <UserDefinedFields><com:StandardRateCardIdentity>
                  <PwsUserDefinedFieldDetail><com:RateCardName>USA Rate Card</com:RateCardName>
                   <UdfName>Account Owner</UdfName><com:RateCardType>R</com:RateCardType>
               </com:StandardRateCardIdentity>
     <DataType>R</DataType>          <com:TimeBillingType>H</com:TimeBillingType>
           <ResourceIdentityValue>    <com:UserDefinedFields>
                  <com:PwsUserDefinedFieldDetail>
 <ResourceDisplayName>Jack Spratt</ResourceDisplayName>                     <com:UdfName>CL-Text</com:UdfName>
   <ResourceReferenceSystemId>E123</ResourceReferenceSystemId>                  <com:TextValue>Created on January 18th, <2018</ResourceIdentityValue>com:TextValue>
                     <UdfTreatment>A<<com:UdfTreatment>A</com:UdfTreatment>
                  </com:PwsUserDefinedFieldDetail>
               </com:UserDefinedFields>
               <InheritInvoiceEmailSettingsFlag>false<<com:InheritInvoiceEmailSettingsFlag>false</com:InheritInvoiceEmailSettingsFlag>
               <InvoiceEmailSettings><com:InvoiceEmailSettings>
                  <EmailFromUserIdentity><com:EmailFromUserIdentity>
                     <UserDisplayName>Bettina<com:UserDisplayName>Bettina Borces</com:UserDisplayName>
                     <UserReferenceSystemId>Partner<com:UserReferenceSystemId>Partner - 01</com:UserReferenceSystemId>
                  </com:EmailFromUserIdentity>
                  <EmailInvoiceTemplateIdentity><com:EmailInvoiceTemplateIdentity>
                     <InvoiceTemplateName>E004<<com:InvoiceTemplateName>E004</com:InvoiceTemplateName>
                  </com:EmailInvoiceTemplateIdentity>
                  <InvoiceEmailEnabledFlag>false<<com:InvoiceEmailEnabledFlag>true</com:InvoiceEmailEnabledFlag>
                  <InvoiceEmailType>P<<com:InvoiceEmailType>W</com:InvoiceEmailType>
                  <Recipients><com:Recipients>
                     <PwsInvoiceEmailRecipient><com:PwsInvoiceEmailRecipient>
                        <RecipientType>T<<com:RecipientType>T</com:RecipientType>
                        <UserIdentity><com:UserIdentity>
                           <UserDisplayName>Jane<com:UserDisplayName>John Doe</com:UserDisplayName>
                           <UserReferenceSystemId>E124<<com:UserReferenceSystemId>E123</com:UserReferenceSystemId>
                        </com:UserIdentity>
                     </com:PwsInvoiceEmailRecipient>
                  </com:Recipients>
               </com:InvoiceEmailSettings>
               <InheritRenderReceiptsFlag>false<<com:InheritRenderReceiptsFlag>false</com:InheritRenderReceiptsFlag>
               <RenderReceiptsFlag>false<<com:RenderReceiptsFlag>true</com:RenderReceiptsFlag>
               <AutoApplyAvailableBalanceFlag>false<<com:AutoApplyAvailableBalanceFlag>true</com:AutoApplyAvailableBalanceFlag>
               <InheritAutoApplyAvailableBalanceFlag>false<<com:InheritAutoApplyAvailableBalanceFlag>false</com:InheritAutoApplyAvailableBalanceFlag>
               <InheritTaxTypesFlag>false<<com:InheritTaxTypesFlag>false</com:InheritTaxTypesFlag>
               <TaxType1Identity><com:TaxType1Identity>
                  <TaxTypeCode>VAT<<com:TaxTypeCode>VAT</com:TaxTypeCode>
               </com:TaxType1Identity>
            </req:Client>
            <FullDetailFlag>true<<req:FullDetailFlag>true</req:FullDetailFlag>
            <ParentClientClearFlag>false<<req:ParentClientClearFlag>false</req:ParentClientClearFlag>
         </pws:serviceRequest>
      </pws:PwsSaveClient>
   </soapenv:Body>
</soapenv:Envelope>     

Response Format


Panel
titlePwsSaveClientRs

...