This web service inserts or updates a single client based on a detailed client structure (PwsClientDetail). The service returns the identity (PwsClientRef) of the client that has been inserted or updated. The caller can optionally request that the full client detail (PwsClientDetail PwsClientElement) be included in the response.

Element	Data Type	Required?	Default	Description	Sample Data
RequestId	Int32	No		Click here for more information.	1
SessionTicket	String (50)	Yes		Click here for more information.	AavFwbZgVb9V4tr3R7BbzQ==
Client Detail	PwsClientDetail	Yes		The detailed client information to be inserted or updated.
FullDetailFlag	Boolean	No	false	Valid values include "true" or "false". If set to " true" , include full detailed client element in response	true/false
ParentClientClearFlag	Boolean	No	false	Valid values include "true" or "false". If set to " true" null out , the parent client will be set to null	true/false

Request Usage Example(s)

Code Block

language	xml
title	Example 01New Client
collapse	true

<soapenv:Envelope      <PwsSaveClient>
 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/>
   <serviceRequest><soapenv:Body>
      <pws:PwsSaveClient>
     <!--RequestId>?</RequestId-->    <pws:serviceRequest>
        <SessionTicket>AcjOqKSXoUYG3qLkrxKQYw==</SessionTicket>    <req:RequestId>1</req:RequestId>
        <Client>     <req:SessionTicket>AVPtg8pZ/KFy3PWleHmQEw==</req:SessionTicket>
            <req:Client>
 <!--ClientId>?</ClientId-->              <com:ClientName>SOAP  <!--ClientNumber>?</ClientNumber-->UI A</com:ClientName>
               <!--ClientUid>?</ClientUid--><com:InactiveFlag>false</com:InactiveFlag>
               <ClientName>Acme 1000-01</ClientName><com:Address>
                <InactiveFlag>false</InactiveFlag>  <com:AddressLine1>311 South Wacker</com:AddressLine1>
           <ParentClientIdentity>       <com:AddressLine2>Suite 2300</com:AddressLine2>
          <!--ClientId>?</ClientId-->        <com:City>Chicago</com:City>
          <!--ClientNumber>?</ClientNumber-->        <com:CompanyName>SOAP UI A</com:CompanyName>
        <!--ClientUid>?</ClientUid-->          <com:Country>USA</com:Country>
     </ParentClientIdentity>             <com:StateOrProvince>Illinois</com:StateOrProvince>
  <Address>                <com:ZipOrPostalCode>60601</com:ZipOrPostalCode>
  <AddressLine1>123 Main Street</AddressLine1>           </com:Address>
       <AddressLine2>Suite 100</AddressLine2>       <com:BillingCycleIdentity>
           <Attention>Jane Smith</Attention>      <com:BillingCycleName>Monthly</com:BillingCycleName>
            <City>Boston</City>   </com:BillingCycleIdentity>
               <CompanyName>Acme 1000-01</CompanyName>
     <com:BillingInstructions>Please bill at the end of each month</com:BillingInstructions>
            <Country>USA</Country>   <com:ClientMessage>Thank you for your business!</com:ClientMessage>
           <StateOrProvince>MA</StateOrProvince>    <com:ClientMessagePlain>Thank you for your business!</com:ClientMessagePlain>
          <ZipOrPostalCode>02114</ZipOrPostalCode>     <com:InheritAddressFlag>false</com:InheritAddressFlag>
          </Address>     <com:InheritBillingCycleFlag>false</com:InheritBillingCycleFlag>
          <BillingCycleIdentity>       <com:InheritBillingInstructionsFlag>false</com:InheritBillingInstructionsFlag>
            <!--BillingCycleId>?</BillingCycleId-->   <com:InheritClientMessageFlag>false</com:InheritClientMessageFlag>
               <BillingCycleName>Monthly</BillingCycleName><com:InheritInvoiceContentFlag>false</com:InheritInvoiceContentFlag>
                  <!--BillingCycleUid>?</BillingCycleUid--><com:InheritInvoiceScopeFlag>false</com:InheritInvoiceScopeFlag>
               </BillingCycleIdentity><com:InheritInvoiceTemplateFlag>false</com:InheritInvoiceTemplateFlag>
               <BillingInstructions>Bill on the last day of the month</BillingInstructions><com:InheritPaymentTermFlag>false</com:InheritPaymentTermFlag>
               <com:InheritPurchaseOrderNumberFlag>false</com:InheritPurchaseOrderNumberFlag>
      <ClientMessage>We appreciate your business!</ClientMessage>       <com:InheritStandardRatesFlag>false</com:InheritStandardRatesFlag>
        <ClientMessagePlain>We appreciate your business!</ClientMessagePlain>    <com:InheritTimeBillingTypeFlag>false</com:InheritTimeBillingTypeFlag>
           <InheritAddressFlag>false</InheritAddressFlag>    <com:InvoiceContent>B</com:InvoiceContent>
           <InheritBillingCycleFlag>false</InheritBillingCycleFlag>    <com:InvoiceScope>E</com:InvoiceScope>
           <InheritBillingInstructionsFlag>false</InheritBillingInstructionsFlag>    <com:InvoiceTemplateIdentity>
           <InheritClientMessageFlag>false</InheritClientMessageFlag>       <com:InvoiceTemplateName>A200</com:InvoiceTemplateName>
        <InheritInvoiceContentFlag>false</InheritInvoiceContentFlag>       </com:InvoiceTemplateIdentity>
        <InheritInvoiceScopeFlag>false</InheritInvoiceScopeFlag>       <com:PaymentTermIdentity>
        <InheritInvoiceTemplateFlag>false</InheritInvoiceTemplateFlag>                <InheritPaymentTermFlag>false</InheritPaymentTermFlag><com:PaymentTermName>Net 30</com:PaymentTermName>
               <InheritPurchaseOrderNumberFlag>false<</InheritPurchaseOrderNumberFlag>com:PaymentTermIdentity>
               <InheritStandardRatesFlag>false</InheritStandardRatesFlag><com:PurchaseOrderNumber>SOAP UI</com:PurchaseOrderNumber>
               <InheritTimeBillingTypeFlag>false</InheritTimeBillingTypeFlag><com:StandardBillingAdjustedDiscountPercent>10</com:StandardBillingAdjustedDiscountPercent>
               <InvoiceContent>B</InvoiceContent><com:StandardContractDiscountPercent>5</com:StandardContractDiscountPercent>
               <InvoiceScope>E</InvoiceScope><com:StandardRateCardIdentity>
               <InvoiceTemplateIdentity>   <com:RateCardName>USA</com:RateCardName>
               <!--InvoiceTemplateId>?</InvoiceTemplateId-->   <com:RateCardType>R</com:RateCardType>
               <InvoiceTemplateName>A200<</InvoiceTemplateName>com:StandardRateCardIdentity>
                  <!--InvoiceTemplateUid>?</InvoiceTemplateUid--><com:TimeBillingType>H</com:TimeBillingType>
               </InvoiceTemplateIdentity><com:InheritInvoiceEmailSettingsFlag>false</com:InheritInvoiceEmailSettingsFlag>
               <NewClientNumber>C001001</NewClientNumber><com:InvoiceEmailSettings>
               <PaymentTermIdentity>   <com:EmailFromUserIdentity>
               <!--PaymentTermId>?</PaymentTermId-->      <com:UserDisplayName>Bettina</com:UserDisplayName>
            <PaymentTermName>Net 60</PaymentTermName>     </com:EmailFromUserIdentity>
             <!--PaymentTermUid>?</PaymentTermUid-->     <com:EmailInvoiceTemplateIdentity>
           </PaymentTermIdentity>          <com:InvoiceTemplateName>E002</com:InvoiceTemplateName>
     <PurchaseOrderNumber>C001000</PurchaseOrderNumber>             </com:EmailInvoiceTemplateIdentity>
  <StandardBillingAdjustedDiscountPercent>0</StandardBillingAdjustedDiscountPercent>                <StandardContractDiscountPercent>0</StandardContractDiscountPercent><com:InvoiceEmailEnabledFlag>true</com:InvoiceEmailEnabledFlag>
                  <StandardRateCardIdentity><com:InvoiceEmailType>W</com:InvoiceEmailType>
                  <!--RateCardId>?</RateCardId--><com:Recipients>
                  <RateCardName>USA Rate Card</RateCardName> <com:PwsInvoiceEmailRecipient>
                 <RateCardType>R</RateCardType>       <com:RecipientType>T</com:RecipientType>
           <!--RateCardUid>?</RateCardUid-->             <com:UserIdentity>
  </StandardRateCardIdentity>                <TimeBillingType>H</TimeBillingType>         <com:UserDisplayName>SOAP UI</com:UserDisplayName>
     <!--Timestamp>?</Timestamp-->                <UserDefinedFields>   </com:UserIdentity>
               <PwsUserDefinedFieldDetail>      </com:PwsInvoiceEmailRecipient>
               <!--UdfId>?</UdfId-->   </com:Recipients>
               </com:InvoiceEmailSettings>
  <UdfName>Account Owner</UdfName>            <com:InheritRenderReceiptsFlag>false</com:InheritRenderReceiptsFlag>
         <!--UdfUid>?</UdfUid-->      <com:RenderReceiptsFlag>false</com:RenderReceiptsFlag>
               <!--BooleanValue>?</BooleanValue--><com:AutoApplyAvailableBalanceFlag>false</com:AutoApplyAvailableBalanceFlag>
               <com:InheritAutoApplyAvailableBalanceFlag>false</com:InheritAutoApplyAvailableBalanceFlag>
     <DataType>R</DataType>          <com:InheritTaxTypesFlag>false</com:InheritTaxTypesFlag>
           <!--DateValue>?</DateValue-->    <com:InheritRenderedInvoiceFormatFlag>false</com:InheritRenderedInvoiceFormatFlag>
                 <!--IntegerValue>?</IntegerValue--><com:RenderedInvoiceFormat>P</com:RenderedInvoiceFormat>
               <com:Prefix>01312024</com:Prefix>
     <ResourceIdentityValue>       </req:Client>
            <req:FullDetailFlag>true</req:FullDetailFlag>
    <ResourceDisplayName>Jack Spratt</ResourceDisplayName>       <req:ParentClientClearFlag>false</req:ParentClientClearFlag>
                 <!--ResourceId>?</ResourceId--><req:DisallowDuplicateNameFlag>false</req:DisallowDuplicateNameFlag>
            <req:FixInheritanceFlag>false</req:FixInheritanceFlag>
           <ResourceReferenceSystemId>E123</ResourceReferenceSystemId></pws:serviceRequest>
      </pws:PwsSaveClient>
                 <!--ResourceUid>?</ResourceUid-->
               </soapenv:Body>
</soapenv:Envelope>

Code Block

language	xml
title	Example 01 - Client without Parent
collapse	true

<soapenv:Envelope 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>
     </ResourceIdentityValue> <pws:PwsSaveClient>
         <pws:serviceRequest>
          <!--TextValue>?</TextValue-->  <req:RequestId>1</req:RequestId>
            <req:SessionTicket>AaBd4dMYPbBiEeXoiz50NQ==</req:SessionTicket>
      <UdfTreatment>A</UdfTreatment>      <req:Client>
               <!--StoplightValues--><com:ClientNumber>C000158</com:ClientNumber>
               <com:InactiveFlag>false</com:InactiveFlag>
         <!--PwsStoplightValue-->      <com:Address>
                  <com:AddressLine1>98 North  <!--AsOfDate>?</AsOfDate-->Washington Street</com:AddressLine1>
                  <com:AddressLine2>400</com:AddressLine2>
         <!--SortOrder>?</SortOrder-->         <com:Attention>Office Administrator</com:Attention>
              <!--/PwsStoplightValue-->    <com:City>Boston</com:City>
                 <!--/StoplightValues-->
  <com:CompanyName>Projector PSA</com:CompanyName>
                   <!--NumericValue>?</NumericValue--><com:Country>USA</com:Country>
                  <com:StateOrProvince>MA</com:StateOrProvince>
  <!--RelationValue-->                <com:ZipOrPostalCode>02114</com:ZipOrPostalCode>
        <!--CodeValue>?</CodeValue-->       </com:Address>
               <com:BillingCycleIdentity>
 <!--TextValue>?</TextValue-->                    <com:BillingCycleName>Monthly</com:BillingCycleName>
    <!--UidValue>?</UidValue-->           </com:BillingCycleIdentity>
          <!--/RelationValue-->     <com:BillingInstructions>Please bill on the last day of the month.</com:BillingInstructions>
     </PwsUserDefinedFieldDetail>          <com:ClientMessage>We appreciate your    business.</UserDefinedFields>com:ClientMessage>
               <InheritInvoiceEmailSettingsFlag>false</InheritInvoiceEmailSettingsFlag>
  <com:ClientMessagePlain>We appreciate your business.</com:ClientMessagePlain>
            <InvoiceEmailSettings>   <com:InheritAddressFlag>false</com:InheritAddressFlag>
               <EmailFromUserIdentity><com:InheritBillingCycleFlag>false</com:InheritBillingCycleFlag>
               <com:InheritBillingInstructionsFlag>false</com:InheritBillingInstructionsFlag>
     <UserDisplayName>Bettina Borces</UserDisplayName>         <com:InheritClientMessageFlag>false</com:InheritClientMessageFlag>
            <!--UserId>?</UserId-->   <com:InheritInvoiceContentFlag>false</com:InheritInvoiceContentFlag>
               <com:InheritInvoiceScopeFlag>false</com:InheritInvoiceScopeFlag>
  <UserReferenceSystemId>Partner - 01</UserReferenceSystemId>           <com:InheritInvoiceTemplateFlag>false</com:InheritInvoiceTemplateFlag>
          <!--UserUid>?</UserUid-->     <com:InheritPaymentTermFlag>false</com:InheritPaymentTermFlag>
             </EmailFromUserIdentity>  <com:InheritPurchaseOrderNumberFlag>false</com:InheritPurchaseOrderNumberFlag>
               <com:InheritStandardRatesFlag>false</com:InheritStandardRatesFlag>
<EmailInvoiceTemplateIdentity>                <com:InheritTimeBillingTypeFlag>false</com:InheritTimeBillingTypeFlag>
     <!--InvoiceTemplateId>?</InvoiceTemplateId-->          <com:InvoiceContent>B</com:InvoiceContent>
           <InvoiceTemplateName>E004</InvoiceTemplateName>    <com:InvoiceScope>E</com:InvoiceScope>
               <com:InvoiceTemplateIdentity>
 <!--InvoiceTemplateUid>?</InvoiceTemplateUid-->                   </EmailInvoiceTemplateIdentity><com:InvoiceTemplateName>A200</com:InvoiceTemplateName>
                  <InvoiceEmailEnabledFlag>false</InvoiceEmailEnabledFlag></com:InvoiceTemplateIdentity>
               <com:PaymentTermIdentity>
  <InvoiceEmailType>P</InvoiceEmailType>                <com:PaymentTermName>Net 30</com:PaymentTermName>
 <Recipients>              </com:PaymentTermIdentity>
       <PwsInvoiceEmailRecipient>          <com:PurchaseOrderNumber>PPSA</com:PurchaseOrderNumber>
              <RecipientType>T</RecipientType> <com:StandardBillingAdjustedDiscountPercent>15</com:StandardBillingAdjustedDiscountPercent>
               <com:StandardContractDiscountPercent>10</com:StandardContractDiscountPercent>
        <UserIdentity>       <com:StandardRateCardIdentity>
                    <UserDisplayName>Jane Doe</UserDisplayName><com:RateCardName>USA</com:RateCardName>
                  <com:RateCardType>R</com:RateCardType>
        <!--UserId>?</UserId-->       </com:StandardRateCardIdentity>
                    <UserReferenceSystemId>E124</UserReferenceSystemId><com:TimeBillingType>H</com:TimeBillingType>
               <com:UserDefinedFields>
           <!--UserUid>?</UserUid-->       <com:PwsUserDefinedFieldDetail>
                 </UserIdentity>    <com:UdfName>CL-Text</com:UdfName>
                     <com:TextValue>Updated on November 6th, <2023</PwsInvoiceEmailRecipient>com:TextValue>
                  </Recipients>com:PwsUserDefinedFieldDetail>
               </com:UserDefinedFields>
               <com:InheritInvoiceEmailSettingsFlag>false</com:InheritInvoiceEmailSettingsFlag>
               <com:InvoiceEmailSettings>
                   <InheritRenderReceiptsFlag>false</InheritRenderReceiptsFlag><com:EmailFromUserIdentity>
                        <RenderReceiptsFlag>false</RenderReceiptsFlag>
               <AutoApplyAvailableBalanceFlag>false</AutoApplyAvailableBalanceFlag>
               <InheritAutoApplyAvailableBalanceFlag>false</InheritAutoApplyAvailableBalanceFlag>
               <InheritTaxTypesFlag>false</InheritTaxTypesFlag>
               <TaxType1Identity>
         <com:UserDisplayName>Bettina</com:UserDisplayName>
                  </com:EmailFromUserIdentity>
                  <com:EmailInvoiceTemplateIdentity>
                     <com:InvoiceTemplateName>E002</com:InvoiceTemplateName>
                  </com:EmailInvoiceTemplateIdentity>
                  <com:InvoiceEmailEnabledFlag>true</com:InvoiceEmailEnabledFlag>
                  <com:InvoiceEmailType>W</com:InvoiceEmailType>
                  <com:Recipients>
                     <com:PwsInvoiceEmailRecipient>
                        <com:RecipientType>T</com:RecipientType>
                        <com:UserIdentity>
                           <com:UserDisplayName>Template Client</com:UserDisplayName>
                        </com:UserIdentity>
                     </com:PwsInvoiceEmailRecipient>
                  </com:Recipients>
               </com:InvoiceEmailSettings>
               <com:InheritRenderReceiptsFlag>false</com:InheritRenderReceiptsFlag>
               <com:RenderReceiptsFlag>true</com:RenderReceiptsFlag>
               <com:AutoApplyAvailableBalanceFlag>false</com:AutoApplyAvailableBalanceFlag>
               <com:InheritAutoApplyAvailableBalanceFlag>false</com:InheritAutoApplyAvailableBalanceFlag>
               <com:InheritTaxTypesFlag>true</com:InheritTaxTypesFlag>
               <com:InheritRenderedInvoiceFormatFlag>false</com:InheritRenderedInvoiceFormatFlag>
               <com:RenderedInvoiceFormat>P</com:RenderedInvoiceFormat>
               <com:Prefix>11062023</com:Prefix>
            </req:Client>
            <req:FullDetailFlag>true</req:FullDetailFlag>
            <req:ParentClientClearFlag>false</req:ParentClientClearFlag>
            <req:DisallowDuplicateNameFlag>true</req:DisallowDuplicateNameFlag>
            <req:FixInheritanceFlag>false</req:FixInheritanceFlag>
         </pws:serviceRequest>
      </pws:PwsSaveClient>
   </soapenv:Body>
</soapenv:Envelope>

Code Block

language	xml
title	Example 02 - Client with parent
collapse	true

<soapenv:Envelope 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>
         <pws:serviceRequest>
            <req:RequestId>2</req:RequestId>
            <req:SessionTicket>AavFwbZgVb9V4tr3R7BbzQ==</req:SessionTicket>
            <req:Client>
               <com:ClientName>Web Services Inc. - extended</com:ClientName>
               <com:InactiveFlag>false</com:InactiveFlag>
               <com:ParentClientIdentity>
                  <com:ClientNumber>C000124</com:ClientNumber>
               </com:ParentClientIdentity>
               <com:InheritAddressFlag>true</com:InheritAddressFlag>
               <com:InheritBillingCycleFlag>true</com:InheritBillingCycleFlag>
               <com:InheritBillingInstructionsFlag>true</com:InheritBillingInstructionsFlag>
               <com:InheritClientMessageFlag>true</com:InheritClientMessageFlag>
               <com:InheritInvoiceContentFlag>true</com:InheritInvoiceContentFlag>
               <com:InheritInvoiceScopeFlag>true</com:InheritInvoiceScopeFlag>
               <com:InheritInvoiceTemplateFlag>true</com:InheritInvoiceTemplateFlag>
               <com:InheritPaymentTermFlag>true</com:InheritPaymentTermFlag>
               <com:InheritPurchaseOrderNumberFlag>true</com:InheritPurchaseOrderNumberFlag>
               <com:InheritStandardRatesFlag>true</com:InheritStandardRatesFlag>
               <com:InheritTimeBillingTypeFlag>true</com:InheritTimeBillingTypeFlag>
               <com:UserDefinedFields>
                  <com:PwsUserDefinedFieldDetail>
                     <com:UdfName>CL-Date</com:UdfName>
                     <com:DateValue>2018-02-28T00:00:00Z</com:DateValue>
                  </com:PwsUserDefinedFieldDetail>
                  <com:PwsUserDefinedFieldDetail>
                     <com:UdfName>CL-Text</com:UdfName>
                     <com:TextValue>Child of Client C00124</com:TextValue>
                  </com:PwsUserDefinedFieldDetail>
               </com:UserDefinedFields>
               <com:InheritInvoiceEmailSettingsFlag>true</com:InheritInvoiceEmailSettingsFlag>
               <com:InheritRenderReceiptsFlag>true</com:InheritRenderReceiptsFlag>
               <com:InheritAutoApplyAvailableBalanceFlag>true</com:InheritAutoApplyAvailableBalanceFlag>
               <com:InheritTaxTypesFlag>true</com:InheritTaxTypesFlag>
            </req:Client>
            <req:FullDetailFlag>true</req:FullDetailFlag>
            <req:ParentClientClearFlag>false</req:ParentClientClearFlag>
         </pws:serviceRequest>
      </pws:PwsSaveClient>
   </soapenv:Body>
</soapenv:Envelope>

Response Format

Panel

title	PwsSaveClientRs

PwsSaveClientRs
- Messages: PwsMessage []
- ResponseId: Int32
- Status: RequestStatus
- ServerTimestampUtc: DateTime
- Client: PwsClientElement
- ClientIdentity: PwsClientRef

Response Elements

Element	Data Type	Description	Sample Data
Messages	PwsMessage []	The web service response status and message. Click here for more information
ResponseId	Int32	Click here for more information	0
Status	RequestStatus	Click here for more information	Ok
ServerTimestampUtc	DateTime	Click here for more information	2017-12-27T16:48:52.6790058Z
Client	PwsClientElement	The complete set of information about the client
ClientIdentity	PwsClientRef	The unique keys used to identify the client

Response Usage Example(s)

Code Block

language	xml
title	Example 01
collapse	true

<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Body>
      <PwsSaveClientResponse xmlns="http://projectorpsa.com/PwsProjectorServices/">
          <TaxTypeCode>VAT</TaxTypeCode>
<PwsSaveClientResult xmlns:a="http://projectorpsa.com/DataContracts/Responses/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
            <Messages     <!--TaxTypeId>?</TaxTypeId--xmlns="http://projectorpsa.com/CommonServices/" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                  <!--TaxTypeUid>?</TaxTypeUid--><ResponseId xmlns="http://projectorpsa.com/CommonServices/">2</ResponseId>
               </TaxType1Identity><Status xmlns="http://projectorpsa.com/CommonServices/">Ok</Status>
               <!--TaxType2Identity--><ServerTimestampUtc xmlns="http://projectorpsa.com/CommonServices/">2018-01-17T20:37:34.987952Z</ServerTimestampUtc>
            <a:Client xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
     <!--TaxTypeCode>?</TaxTypeCode-->          <b:ClientDetail>
        <!--TaxTypeId>?</TaxTypeId-->          <b:ClientId i:nil="true"/>
       <!--TaxTypeUid>?</TaxTypeUid-->           <b:ClientNumber>C000127</b:ClientNumber>
    <!--/TaxType2Identity-->              <b:ClientUid>1152921504606998468</b:ClientUid>
  <!--TaxType3Identity-->                <b:ClientName>Web Services Inc. <!--TaxTypeCode>?</TaxTypeCode-->- extended</b:ClientName>
                  <!--TaxTypeId>?</TaxTypeId--><b:InactiveFlag>false</b:InactiveFlag>
                  <b:ParentClientIdentity>
  <!--TaxTypeUid>?</TaxTypeUid-->                <!--/TaxType3Identity-->   <b:ClientId i:nil="true"/>
        </Client>             <FullDetailFlag>true</FullDetailFlag>
<b:ClientNumber>C000124</b:ClientNumber>
           <ParentClientClearFlag>false</ParentClientClearFlag>          </serviceRequest>
      </PwsSaveClient>

Response Format

Panel

title	PwsSaveClientRs

PwsSaveClientRs
- Messages: PwsMessage
- ResponseId: Int32
- Status: String
- ServerTimestampUtc: DateTime
- PwsClientDetail
- PwsClientRef

This response also includes the Common Output Elements

Response Elements

...

Response Usage Example(s)

Code Block

language	xml
title	Example 01
collapse	true

<b:ClientUid>1152921504606998465</b:ClientUid>
                  </b:ParentClientIdentity>
                  <PwsSaveClientResponse><b:Address>
         <PwsSaveClientResult>            <b:AddressLine1>123 <MessagesMain i:nil="true"/Street</b:AddressLine1>
             <ResponseId>0</ResponseId>        <b:AddressLine2>Suite 100</b:AddressLine2>
   <Status>Ok</Status>             <ServerTimestampUtc>2017-12-27T16:48:52.6790058Z</ServerTimestampUtc>     <b:Attention>Billing</b:Attention>
       <Client>              <b:City>Boston</b:City>
 <ClientDetail>                   <ClientId i:nil="true"/><b:CompanyName>Acme Inc.</b:CompanyName>
                     <ClientNumber>C001001</ClientNumber><b:Country>USA</b:Country>
                     <ClientUid>1152921504606989819</ClientUid><b:StateOrProvince>MA</b:StateOrProvince>
                    <ClientName>Acme 1000-01</ClientName> <b:ZipOrPostalCode>02114</b:ZipOrPostalCode>
                  <InactiveFlag>false</InactiveFlag></b:Address>
                  <b:BillingCycleIdentity>
<ParentClientIdentity i:nil="true"/>                   <Address> <b:BillingCycleId i:nil="true"/>
                   <AddressLine1>123 Main Street</AddressLine1><b:BillingCycleName>Monthly</b:BillingCycleName>
                     <AddressLine2>Suite 100</AddressLine2><b:BillingCycleUid>1152921504606853180</b:BillingCycleUid>
                  </b:BillingCycleIdentity>
  <Attention>Jane Smith</Attention>               <b:BillingInstructions>Please bill on the last day  <City>Boston</City>of the month.</b:BillingInstructions>
                     <CompanyName>Acme 1000-01</CompanyName>
  <b:ClientMessage>We appreciate your business.</b:ClientMessage>
                  <Country>USA</Country>
  <b:ClientMessagePlain>We appreciate your business.</b:ClientMessagePlain>
                  <StateOrProvince>MA</StateOrProvince><b:InheritAddressFlag>true</b:InheritAddressFlag>
                  <b:InheritBillingCycleFlag>true</b:InheritBillingCycleFlag>
  <ZipOrPostalCode>02114</ZipOrPostalCode>                <b:InheritBillingInstructionsFlag>true</b:InheritBillingInstructionsFlag>
  </Address>                <b:InheritClientMessageFlag>true</b:InheritClientMessageFlag>
  <BillingCycleIdentity>                <b:InheritInvoiceContentFlag>true</b:InheritInvoiceContentFlag>
     <BillingCycleId i:nil="true"/>            <b:InheritInvoiceScopeFlag>true</b:InheritInvoiceScopeFlag>
         <BillingCycleName>Monthly</BillingCycleName>         <b:InheritInvoiceTemplateFlag>true</b:InheritInvoiceTemplateFlag>
            <BillingCycleUid>1152921504606853180</BillingCycleUid>      <b:InheritPaymentTermFlag>true</b:InheritPaymentTermFlag>
            </BillingCycleIdentity>       <b:InheritPurchaseOrderNumberFlag>true</b:InheritPurchaseOrderNumberFlag>
           <BillingInstructions>Bill on the last day of the month</BillingInstructions><b:InheritStandardRatesFlag>true</b:InheritStandardRatesFlag>
                  <ClientMessage>We appreciate your business!</ClientMessage><b:InheritTimeBillingTypeFlag>true</b:InheritTimeBillingTypeFlag>
                  <b:InvoiceContent>B</b:InvoiceContent>
  <ClientMessagePlain>We appreciate your business!</ClientMessagePlain>             <b:InvoiceScope>E</b:InvoiceScope>
     <InheritAddressFlag>false</InheritAddressFlag>             <b:InvoiceTemplateIdentity>
     <InheritBillingCycleFlag>false</InheritBillingCycleFlag>                   <InheritBillingInstructionsFlag>false</InheritBillingInstructionsFlag><b:InvoiceTemplateId i:nil="true"/>
                  <InheritClientMessageFlag>false</InheritClientMessageFlag>   <b:InvoiceTemplateName>A200</b:InvoiceTemplateName>
               <InheritInvoiceContentFlag>false</InheritInvoiceContentFlag>      <b:InvoiceTemplateUid>1152921504606878904</b:InvoiceTemplateUid>
            <InheritInvoiceScopeFlag>false</InheritInvoiceScopeFlag>      </b:InvoiceTemplateIdentity>
            <InheritInvoiceTemplateFlag>false</InheritInvoiceTemplateFlag>      <b:NewClientNumber i:nil="true"/>
           <InheritPaymentTermFlag>false</InheritPaymentTermFlag>       <b:PaymentTermIdentity>
           <InheritPurchaseOrderNumberFlag>false</InheritPurchaseOrderNumberFlag>          <b:PaymentTermId i:nil="true"/>
       <InheritStandardRatesFlag>false</InheritStandardRatesFlag>                <b:PaymentTermName>Net 60</b:PaymentTermName>
  <InheritTimeBillingTypeFlag>false</InheritTimeBillingTypeFlag>                   <InvoiceContent>B</InvoiceContent><b:PaymentTermUid>1152921504606856055</b:PaymentTermUid>
                  <InvoiceScope>E</InvoiceScope>    </b:PaymentTermIdentity>
              <InvoiceTemplateIdentity>    <b:PurchaseOrderNumber>WS-001</b:PurchaseOrderNumber>
                 <InvoiceTemplateId i:nil="true"/><b:StandardBillingAdjustedDiscountPercent>15</b:StandardBillingAdjustedDiscountPercent>
                  <b:StandardContractDiscountPercent>10</b:StandardContractDiscountPercent>
  <InvoiceTemplateName>A200</InvoiceTemplateName>                <b:StandardRateCardIdentity>
     <InvoiceTemplateUid>1152921504606878904</InvoiceTemplateUid>                <b:RateCardId i:nil="true"/>
 </InvoiceTemplateIdentity>                   <NewClientNumber i:nil="true"/><b:RateCardName>USA Rate Card</b:RateCardName>
                     <PaymentTermIdentity><b:RateCardType>R</b:RateCardType>
                     <b:RateCardUid>1152921504606860819</b:RateCardUid>
 <PaymentTermId i:nil="true"/>                </b:StandardRateCardIdentity>
     <PaymentTermName>Net 60</PaymentTermName>            <b:TimeBillingType>H</b:TimeBillingType>
         <PaymentTermUid>1152921504606856055</PaymentTermUid>         <b:Timestamp>AAAAAA97Yvs=</b:Timestamp>
         </PaymentTermIdentity>         <b:UserDefinedFields>
         <PurchaseOrderNumber>C001000</PurchaseOrderNumber>            <b:PwsUserDefinedFieldDetail>
      <StandardBillingAdjustedDiscountPercent>0</StandardBillingAdjustedDiscountPercent>                   <StandardContractDiscountPercent>0</StandardContractDiscountPercent><b:UdfId i:nil="true"/>
                  <StandardRateCardIdentity>      <b:UdfName>CL-Date</b:UdfName>
               <RateCardId i:nil="true"/>         <b:UdfUid>1152921504606856792</b:UdfUid>
            <RateCardName>USA Rate Card</RateCardName>          <b:BooleanValue i:nil="true"/>
          <RateCardType>R</RateCardType>              <b:DataType>D</b:DataType>
       <RateCardUid>1152921504606860819</RateCardUid>                   </StandardRateCardIdentity><b:DateValue>2018-02-28T00:00:00Z</b:DateValue>
                  <TimeBillingType>H</TimeBillingType>      <b:IntegerValue i:nil="true"/>
           <Timestamp>AAAAAA61TDI=</Timestamp>             <b:ResourceIdentityValue i:nil="true"/>
    <UserDefinedFields>                      <PwsUserDefinedFieldDetail><b:TextValue i:nil="true"/>
                        <UdfId i:nil="true"/><b:UdfTreatment>A</b:UdfTreatment>
                        <UdfName>Account Owner</UdfName><b:StoplightValues/>
                         <UdfUid>1152921504606856794</UdfUid><b:NumericValue i:nil="true"/>
                        <BooleanValue<b:RelationValue i:nil="true"/>
                        <DataType>R</DataType></b:PwsUserDefinedFieldDetail>
                        <DateValue i:nil="true"/><b:PwsUserDefinedFieldDetail>
                        <IntegerValue<b:UdfId i:nil="true"/>
                        <ResourceIdentityValue><b:UdfName>CL-Text</b:UdfName>
                           <ResourceDisplayName>Jack Spratt</ResourceDisplayName>
  <b:UdfUid>1152921504606856795</b:UdfUid>
                        <ResourceId<b:BooleanValue i:nil="true"/>
                           <ResourceReferenceSystemId>E123</ResourceReferenceSystemId><b:DataType>T</b:DataType>
                        <b:DateValue i:nil="true"/>
 <ResourceUid>1152921504607111573</ResourceUid>                         </ResourceIdentityValue><b:IntegerValue i:nil="true"/>
                        <TextValue<b:ResourceIdentityValue i:nil="true"/>
                        <UdfTreatment>A</<b:TextValue>Child of Client C00124</b:TextValue>
                        <b:UdfTreatment>A</b:UdfTreatment>
                        <StoplightValues <b:StoplightValues/>
                        <NumericValue<b:NumericValue i:nil="true"/>
                        <RelationValue<b:RelationValue i:nil="true"/>
                     </b:PwsUserDefinedFieldDetail>
                  </b:UserDefinedFields>
                  <InheritInvoiceEmailSettingsFlag>false<<b:InheritInvoiceEmailSettingsFlag>true</b:InheritInvoiceEmailSettingsFlag>
                  <InvoiceEmailSettings><b:InvoiceEmailSettings>
                     <EmailFromUserIdentity><b:EmailFromUserIdentity>
                        <UserDisplayName>Bettina<b:UserDisplayName>Betty Borces<Smith</b:UserDisplayName>
                        <UserId<b:UserId i:nil="true"/>
                        <UserReferenceSystemId>Partner<b:UserReferenceSystemId>Partner - 01</b:UserReferenceSystemId>
                        <UserUid>1152921504607011056<<b:UserUid>1152921504607011056</b:UserUid>
                     </b:EmailFromUserIdentity>
                     <EmailInvoiceTemplateIdentity><b:EmailInvoiceTemplateIdentity>
                        <InvoiceTemplateId<b:InvoiceTemplateId i:nil="true"/>
                        <InvoiceTemplateName>E004<<b:InvoiceTemplateName>E004</b:InvoiceTemplateName>
                        <InvoiceTemplateUid>1152921504606878909<<b:InvoiceTemplateUid>1152921504606878909</b:InvoiceTemplateUid>
                     </b:EmailInvoiceTemplateIdentity>
                     <InvoiceEmailEnabledFlag>false<<b:InvoiceEmailEnabledFlag>true</b:InvoiceEmailEnabledFlag>
                     <InvoiceEmailType>P<<b:InvoiceEmailType>W</b:InvoiceEmailType>
                     <Recipients><b:Recipients>
                        <PwsInvoiceEmailRecipient><b:PwsInvoiceEmailRecipient>
                           <RecipientType>T<<b:RecipientType>T</b:RecipientType>
                           <UserIdentity><b:UserIdentity>
                              <UserDisplayName>Jane<b:UserDisplayName>John Doe</b:UserDisplayName>
                              <UserId<b:UserId i:nil="true"/>
                              <UserReferenceSystemId>E124<<b:UserReferenceSystemId>E123</b:UserReferenceSystemId>
                              <UserUid>1152921504607112368<<b:UserUid>1152921504607054221</b:UserUid>
                           </b:UserIdentity>
                        </b:PwsInvoiceEmailRecipient>
                     </b:Recipients>
                  </b:InvoiceEmailSettings>
                  <InheritRenderReceiptsFlag>false<<b:InheritRenderReceiptsFlag>true</b:InheritRenderReceiptsFlag>
                  <RenderReceiptsFlag>false<<b:RenderReceiptsFlag>true</b:RenderReceiptsFlag>
                  <AutoApplyAvailableBalanceFlag>false<<b:AutoApplyAvailableBalanceFlag>true</b:AutoApplyAvailableBalanceFlag>
                  <InheritAutoApplyAvailableBalanceFlag>false<<b:InheritAutoApplyAvailableBalanceFlag>true</b:InheritAutoApplyAvailableBalanceFlag>
                  <InheritTaxTypesFlag>false<<b:InheritTaxTypesFlag>true</b:InheritTaxTypesFlag>
                  <TaxType1Identity><b:TaxType1Identity>
                     <TaxTypeCode>VAT<<b:TaxTypeCode>VAT</b:TaxTypeCode>
                     <TaxTypeId<b:TaxTypeId i:nil="true"/>
                     <TaxTypeUid>1152921504606868258<<b:TaxTypeUid>1152921504606868258</b:TaxTypeUid>
                  <//b:TaxType1Identity>
                  <TaxType2Identity<b:TaxType2Identity i:nil="true"/>
                  <TaxType3Identity<b:TaxType3Identity i:nil="true"/>
               </b:ClientDetail>
            </a:Client>
            <ClientIdentity> <a:ClientIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
               <ClientId<b:ClientId i:nil="true"/>
               <ClientNumber>C001001<<b:ClientNumber>C000127</b:ClientNumber>
               <ClientUid>1152921504606989819<<b:ClientUid>1152921504606998468</b:ClientUid>
            </a:ClientIdentity>
         </PwsSaveClientResult>
      </PwsSaveClientResponse>
   </s:Body>
</s:Envelope>

PwsSaveClient - Common Errors and Warnings

...

ErrorNumber	ErrorCode	ErrorText
105	AtLeastOneItemNotFound	At least one requested item was not found. The remaining items, if any, were returned.
11038	NoClientsSpecified	No clients were specified for retrieval by this request.
11040	MaximumClientIdentitiesExceeded	Please specify between 1 and 100 client identities for retrieval.
11042	InappropriateStandardRateCardSpecified	The specified standard rate card is not appropriate (it is likely an RDC rate card).
50045	ViewPermissionDenied	You do not have permission to view this item.
57631	ClientNotSpecified	A specified client identity was incomplete. Each client identity must specify either a client id, client uid or client number.
57634	UnexpectedErrorRetrievingClients	There was an unexpected error while trying to retrieve a client.

...

Version	Old Version 43	New Version Current
Changes made by	Bettina Borces	Bettina Borces
Saved on	Jan 16, 2018	Feb 01, 2024

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PwsSaveClient - Common Errors and Warnings

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PwsSaveClient - Common Errors and Warnings