Overview
This structure contains the complete set of information about a client (less any subordinate entities). The structure is used both to retrieve detailed client information and to pass information about a client back to the server to get updated.
Format
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Elements
Element | Data Type | Required? | Default | Description | Sample Data |
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ClientDetail | On Insert: Yes On Update: Yes | The complete set of information about a client (less any subordinate entities). Click here for more information. |
Usage Example(s)
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<ClientDetail>
<ClientId i:nil="true"/>
<ClientNumber>PR-PSA(W)</ClientNumber>
<ClientUid>1152921504606989822</ClientUid>
<ClientName>Projector PSA - West</ClientName>
<InactiveFlag>false</InactiveFlag>
<ParentClientIdentity>
<ClientId i:nil="true"/>
<ClientNumber>PR-PSA</ClientNumber>
<ClientUid>1152921504606961482</ClientUid>
</ParentClientIdentity>
<Address>
<AddressLine1>85 Merrimac Street</AddressLine1>
<AddressLine2>200</AddressLine2>
<Attention>Finance</Attention>
<City>Boston</City>
<CompanyName>Projector PSA</CompanyName>
<Country>USA</Country>
<StateOrProvince>MA</StateOrProvince>
<ZipOrPostalCode>02114</ZipOrPostalCode>
</Address>
<BillingCycleIdentity>
<BillingCycleId i:nil="true"/>
<BillingCycleName>Monthly</BillingCycleName>
<BillingCycleUid>1152921504606853180</BillingCycleUid>
</BillingCycleIdentity>
<BillingInstructions>This client should be billed on the 15th of each month.</BillingInstructions>
<ClientMessage>{\rtf1\ansi\ansicpg1252\deff0{\fonttbl{\f0\fnil\fcharset0 Microsoft Sans Serif;}}
\viewkind4\uc1\pard\lang1033\f0\fs17 Thank you for your business!\par
}</ClientMessage>
<ClientMessagePlain>Thank you for your business!</ClientMessagePlain>
<InheritAddressFlag>true</InheritAddressFlag>
<InheritBillingCycleFlag>true</InheritBillingCycleFlag>
<InheritBillingInstructionsFlag>true</InheritBillingInstructionsFlag>
<InheritClientMessageFlag>true</InheritClientMessageFlag>
<InheritInvoiceContentFlag>false</InheritInvoiceContentFlag>
<InheritInvoiceScopeFlag>false</InheritInvoiceScopeFlag>
<InheritInvoiceTemplateFlag>true</InheritInvoiceTemplateFlag>
<InheritPaymentTermFlag>true</InheritPaymentTermFlag>
<InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag>
<InheritStandardRatesFlag>true</InheritStandardRatesFlag>
<InheritTimeBillingTypeFlag>true</InheritTimeBillingTypeFlag>
<InvoiceContent>B</InvoiceContent>
<InvoiceScope>E</InvoiceScope>
<InvoiceTemplateIdentity>
<InvoiceTemplateId i:nil="true"/>
<InvoiceTemplateName>A200</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878904</InvoiceTemplateUid>
</InvoiceTemplateIdentity>
<NewClientNumber i:nil="true"/>
<PaymentTermIdentity>
<PaymentTermId i:nil="true"/>
<PaymentTermName>Net 30</PaymentTermName>
<PaymentTermUid>1152921504606856054</PaymentTermUid>
</PaymentTermIdentity>
<PurchaseOrderNumber>PR-PSA01</PurchaseOrderNumber>
<StandardBillingAdjustedDiscountPercent>5</StandardBillingAdjustedDiscountPercent>
<StandardContractDiscountPercent>10</StandardContractDiscountPercent>
<StandardRateCardIdentity>
<RateCardId i:nil="true"/>
<RateCardName>USA Rate Card</RateCardName>
<RateCardType>R</RateCardType>
<RateCardUid>1152921504606860819</RateCardUid>
</StandardRateCardIdentity>
<TimeBillingType>H</TimeBillingType>
<Timestamp>AAAAAA61kSU=</Timestamp>
<UserDefinedFields>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Sign On Date</UdfName>
<UdfUid>1152921504606856792</UdfUid>
<BooleanValue i:nil="true"/>
<DataType>D</DataType>
<DateValue>2018-01-01T00:00:00Z</DateValue>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue i:nil="true"/>
<TextValue i:nil="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Account Owner</UdfName>
<UdfUid>1152921504606856794</UdfUid>
<BooleanValue i:nil="true"/>
<DataType>R</DataType>
<DateValue i:nil="true"/>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue>
<ResourceDisplayName>Jack Spratt</ResourceDisplayName>
<ResourceId i:nil="true"/>
<ResourceReferenceSystemId>E123</ResourceReferenceSystemId>
<ResourceUid>1152921504607111573</ResourceUid>
</ResourceIdentityValue>
<TextValue i:nil="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Grade</UdfName>
<UdfUid>1152921504606856796</UdfUid>
<BooleanValue i:nil="true"/>
<DataType>L</DataType>
<DateValue i:nil="true"/>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue i:nil="true"/>
<TextValue>CL-2B</TextValue>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Category</UdfName>
<UdfUid>1152921504606856797</UdfUid>
<BooleanValue>true</BooleanValue>
<DataType>Y</DataType>
<DateValue i:nil="true"/>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue i:nil="true"/>
<TextValue i:nil="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Satisfaction</UdfName>
<UdfUid>1152921504606856814</UdfUid>
<BooleanValue i:nil="true"/>
<DataType>S</DataType>
<DateValue i:nil="true"/>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue i:nil="true"/>
<TextValue i:nil="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues>
<PwsStoplightValue>
<AsOfDate>2018-01-12T00:00:00Z</AsOfDate>
<SortOrder>2</SortOrder>
</PwsStoplightValue>
</StoplightValues>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId i:nil="true"/>
<UdfName>Headquarters</UdfName>
<UdfUid>1152921504606858027</UdfUid>
<BooleanValue i:nil="true"/>
<DataType>T</DataType>
<DateValue i:nil="true"/>
<IntegerValue i:nil="true"/>
<ResourceIdentityValue i:nil="true"/>
<TextValue>Racepoint, CA</TextValue>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue i:nil="true"/>
<RelationValue i:nil="true"/>
</PwsUserDefinedFieldDetail>
</UserDefinedFields>
<InheritInvoiceEmailSettingsFlag>false</InheritInvoiceEmailSettingsFlag>
<InvoiceEmailSettings>
<EmailFromUserIdentity>
<UserDisplayName>Bob Smith</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>Partner - 01</UserReferenceSystemId>
<UserUid>1152921504607011056</UserUid>
</EmailFromUserIdentity>
<EmailInvoiceTemplateIdentity>
<InvoiceTemplateId i:nil="true"/>
<InvoiceTemplateName>E001</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878906</InvoiceTemplateUid>
</EmailInvoiceTemplateIdentity>
<InvoiceEmailEnabledFlag>true</InvoiceEmailEnabledFlag>
<InvoiceEmailType>P</InvoiceEmailType>
<Recipients>
<PwsInvoiceEmailRecipient>
<RecipientType>T</RecipientType>
<UserIdentity>
<UserDisplayName>Jack Spratt</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>E123</UserReferenceSystemId>
<UserUid>1152921504607112369</UserUid>
</UserIdentity>
</PwsInvoiceEmailRecipient>
</Recipients>
</InvoiceEmailSettings>
<InheritRenderReceiptsFlag>false</InheritRenderReceiptsFlag>
<RenderReceiptsFlag>false</RenderReceiptsFlag>
<AutoApplyAvailableBalanceFlag>false</AutoApplyAvailableBalanceFlag>
<InheritAutoApplyAvailableBalanceFlag>false</InheritAutoApplyAvailableBalanceFlag>
<InheritTaxTypesFlag>false</InheritTaxTypesFlag>
<TaxType1Identity i:nil="true"/>
<TaxType2Identity i:nil="true"/>
<TaxType3Identity i:nil="true"/>
</ClientDetail> |