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Min Zeng

Bettina Borces

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Code Block
languagexml
titleExample 01 - New Client without parent
collapsetrue
<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>1</req:RequestId>
            <req:SessionTicket>AavFwbZgVb9V4tr3R7BbzQSessionTicket>AVPtg8pZ/KFy3PWleHmQEw==</req:SessionTicket>
            <req:Client>
               <com:ClientName>WebClientName>SOAP ServicesUI Inc.<A</com:ClientName>
               <com:InactiveFlag>false</com:InactiveFlag>
               <com:Address>
                  <com:AddressLine1>123AddressLine1>311 MainSouth Street<Wacker</com:AddressLine1>
                  <com:AddressLine2>Suite 100<2300</com:AddressLine2>
                  <com:Attention>Billing<City>Chicago</com:Attention>City>
                  <com:City>Boston</com:City>CompanyName>SOAP                   <com:CompanyName>Acme Inc.<UI A</com:CompanyName>
                  <com:Country>USA</com:Country>
                  <com:StateOrProvince>MA<StateOrProvince>Illinois</com:StateOrProvince>
                  <com:ZipOrPostalCode>02114<ZipOrPostalCode>60601</com:ZipOrPostalCode>
               </com:Address>
               <com:BillingCycleIdentity>
                  <com:BillingCycleName>Monthly</com:BillingCycleName>
               </com:BillingCycleIdentity>
               <com:BillingInstructions>Please bill onat the last dayend of theeach month.<month</com:BillingInstructions>
               <com:ClientMessage>WeClientMessage>Thank you appreciatefor your business.!</com:ClientMessage>
               <com:ClientMessagePlain>WeClientMessagePlain>Thank you appreciatefor your business.!</com:ClientMessagePlain>
               <com:InheritAddressFlag>false</com:InheritAddressFlag>
               <com:InheritBillingCycleFlag>false</com:InheritBillingCycleFlag>
               <com:InheritBillingInstructionsFlag>false</com:InheritBillingInstructionsFlag>
               <com:InheritClientMessageFlag>false</com:InheritClientMessageFlag>
               <com:InheritInvoiceContentFlag>false</com:InheritInvoiceContentFlag>
               <com:InheritInvoiceScopeFlag>false</com:InheritInvoiceScopeFlag>
               <com:InheritInvoiceTemplateFlag>false</com:InheritInvoiceTemplateFlag>
               <com:InheritPaymentTermFlag>false</com:InheritPaymentTermFlag>
               <com:InheritPurchaseOrderNumberFlag>false</com:InheritPurchaseOrderNumberFlag>
               <com:InheritStandardRatesFlag>false</com:InheritStandardRatesFlag>
               <com:InheritTimeBillingTypeFlag>false</com:InheritTimeBillingTypeFlag>
               <com:InvoiceContent>B</com:InvoiceContent>
               <com:InvoiceScope>E</com:InvoiceScope>
               <com:InvoiceTemplateIdentity>
                  <com:InvoiceTemplateName>A200</com:InvoiceTemplateName>
               </com:InvoiceTemplateIdentity>
               <com:PaymentTermIdentity>
                  <com:PaymentTermName>Net 60<30</com:PaymentTermName>
               </com:PaymentTermIdentity>
               <com:PurchaseOrderNumber>WS-001<PurchaseOrderNumber>SOAP UI</com:PurchaseOrderNumber>
               <com:StandardBillingAdjustedDiscountPercent>15<StandardBillingAdjustedDiscountPercent>10</com:StandardBillingAdjustedDiscountPercent>
               <com:StandardContractDiscountPercent>10<StandardContractDiscountPercent>5</com:StandardContractDiscountPercent>
               <com:StandardRateCardIdentity>
                  <com:RateCardName>USA Rate Card<RateCardName>USA</com:RateCardName>
                  <com:RateCardType>R</com:RateCardType>
               </com:StandardRateCardIdentity>
               <com:TimeBillingType>H</com:TimeBillingType>
               <com:UserDefinedFields>
 :InheritInvoiceEmailSettingsFlag>false</com:InheritInvoiceEmailSettingsFlag>
                <com:PwsUserDefinedFieldDetail>
  InvoiceEmailSettings>
                  <com:UdfName>CL-Text</com:UdfName>EmailFromUserIdentity>
                     <com:TextValue>Created on January 18th, 2018<UserDisplayName>Bettina</com:TextValue>UserDisplayName>
                     <com:UdfTreatment>A<</com:UdfTreatment>EmailFromUserIdentity>
                  </com:PwsUserDefinedFieldDetail><com:EmailInvoiceTemplateIdentity>
                     <<com:InvoiceTemplateName>E002</com:UserDefinedFields>InvoiceTemplateName>
                  <com:InheritInvoiceEmailSettingsFlag>false<</com:InheritInvoiceEmailSettingsFlag>EmailInvoiceTemplateIdentity>
                  <com:InvoiceEmailEnabledFlag>true</com:InvoiceEmailSettings>InvoiceEmailEnabledFlag>
                  <com:EmailFromUserIdentity>InvoiceEmailType>W</com:InvoiceEmailType>
                  <com:Recipients>
  <com:UserDisplayName>Bob Smith</com:UserDisplayName>                  <com:PwsInvoiceEmailRecipient>
   <com:UserReferenceSystemId>Partner - 01</com:UserReferenceSystemId>                   <<com:RecipientType>T</com:EmailFromUserIdentity>RecipientType>
                        <com:EmailInvoiceTemplateIdentity>UserIdentity>
                           <com:InvoiceTemplateName>E004<UserDisplayName>SOAP UI</com:InvoiceTemplateName>UserDisplayName>
                        </com:EmailInvoiceTemplateIdentity>UserIdentity>
                     <com:InvoiceEmailEnabledFlag>true<</com:InvoiceEmailEnabledFlag>PwsInvoiceEmailRecipient>
                  <com:InvoiceEmailType>W<</com:InvoiceEmailType>Recipients>
               </com:InvoiceEmailSettings>
     <com:Recipients>          <com:InheritRenderReceiptsFlag>false</com:InheritRenderReceiptsFlag>
           <com:PwsInvoiceEmailRecipient>
      <com:RenderReceiptsFlag>false</com:RenderReceiptsFlag>
               <com:AutoApplyAvailableBalanceFlag>false</com:AutoApplyAvailableBalanceFlag>
               <com:InheritAutoApplyAvailableBalanceFlag>false</com:InheritAutoApplyAvailableBalanceFlag>
               <com:InheritTaxTypesFlag>false</com:InheritTaxTypesFlag>
               <com:InheritRenderedInvoiceFormatFlag>false</com:InheritRenderedInvoiceFormatFlag>
               <com:RenderedInvoiceFormat>P</com:RenderedInvoiceFormat>
               <com:Prefix>01312024</com:Prefix>
            </req:Client>
            <req:FullDetailFlag>true</req:FullDetailFlag>
            <req:ParentClientClearFlag>false</req:ParentClientClearFlag>
            <req:DisallowDuplicateNameFlag>false</req:DisallowDuplicateNameFlag>
            <req:FixInheritanceFlag>false</req:FixInheritanceFlag>
         </pws:serviceRequest>
      </pws:PwsSaveClient>
   </soapenv:Body>
</soapenv:Envelope>


Code Block
languagexml
titleExample 01 - Client without Parent
collapsetrue
<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>1</req:RequestId>
            <req:SessionTicket>AaBd4dMYPbBiEeXoiz50NQ==</req:SessionTicket>
            <req:Client>
               <com:ClientNumber>C000158</com:ClientNumber>
               <com:InactiveFlag>false</com:InactiveFlag>
               <com:Address>
                  <com:AddressLine1>98 North Washington Street</com:AddressLine1>
                  <com:AddressLine2>400</com:AddressLine2>
                  <com:Attention>Office Administrator</com:Attention>
                  <com:City>Boston</com:City>
                  <com:CompanyName>Projector PSA</com:CompanyName>
                  <com:Country>USA</com:Country>
                  <com:StateOrProvince>MA</com:StateOrProvince>
                  <com:ZipOrPostalCode>02114</com:ZipOrPostalCode>
               </com:Address>
               <com:BillingCycleIdentity>
                  <com:BillingCycleName>Monthly</com:BillingCycleName>
               </com:BillingCycleIdentity>
               <com:BillingInstructions>Please bill on the last day of the month.</com:BillingInstructions>
               <com:ClientMessage>We appreciate your business.</com:ClientMessage>
               <com:ClientMessagePlain>We appreciate your business.</com:ClientMessagePlain>
               <com:InheritAddressFlag>false</com:InheritAddressFlag>
               <com:InheritBillingCycleFlag>false</com:InheritBillingCycleFlag>
               <com:InheritBillingInstructionsFlag>false</com:InheritBillingInstructionsFlag>
               <com:InheritClientMessageFlag>false</com:InheritClientMessageFlag>
               <com:InheritInvoiceContentFlag>false</com:InheritInvoiceContentFlag>
               <com:InheritInvoiceScopeFlag>false</com:InheritInvoiceScopeFlag>
               <com:InheritInvoiceTemplateFlag>false</com:InheritInvoiceTemplateFlag>
               <com:InheritPaymentTermFlag>false</com:InheritPaymentTermFlag>
               <com:InheritPurchaseOrderNumberFlag>false</com:InheritPurchaseOrderNumberFlag>
               <com:InheritStandardRatesFlag>false</com:InheritStandardRatesFlag>
               <com:InheritTimeBillingTypeFlag>false</com:InheritTimeBillingTypeFlag>
               <com:InvoiceContent>B</com:InvoiceContent>
               <com:InvoiceScope>E</com:InvoiceScope>
               <com:InvoiceTemplateIdentity>
                  <com:InvoiceTemplateName>A200</com:InvoiceTemplateName>
               </com:InvoiceTemplateIdentity>
               <com:PaymentTermIdentity>
                  <com:PaymentTermName>Net 30</com:PaymentTermName>
               </com:PaymentTermIdentity>
               <com:PurchaseOrderNumber>PPSA</com:PurchaseOrderNumber>
               <com:StandardBillingAdjustedDiscountPercent>15</com:StandardBillingAdjustedDiscountPercent>
               <com:StandardContractDiscountPercent>10</com:StandardContractDiscountPercent>
               <com:StandardRateCardIdentity>
                  <com:RateCardName>USA</com:RateCardName>
                  <com:RateCardType>R</com:RateCardType>
               </com:StandardRateCardIdentity>
               <com:TimeBillingType>H</com:TimeBillingType>
               <com:UserDefinedFields>
                  <com:PwsUserDefinedFieldDetail>
                     <com:UdfName>CL-Text</com:UdfName>
                     <com:TextValue>Updated on November 6th, 2023</com:TextValue>
                  </com:PwsUserDefinedFieldDetail>
               </com:UserDefinedFields>
               <com:InheritInvoiceEmailSettingsFlag>false</com:InheritInvoiceEmailSettingsFlag>
               <com:InvoiceEmailSettings>
                  <com:EmailFromUserIdentity>
                     <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:RecipientType>T</com:RecipientType>PwsInvoiceEmailRecipient>
                        <com:UserIdentity>RecipientType>T</com:RecipientType>
                           <com:UserDisplayName>John Doe</com:UserDisplayName>UserIdentity>
                           <com:UserReferenceSystemId>E123<UserDisplayName>Template Client</com:UserReferenceSystemId>UserDisplayName>
                        </com:UserIdentity>
                     </com:PwsInvoiceEmailRecipient>
                  </com:Recipients>
               </com:InvoiceEmailSettings>
               <com:InheritRenderReceiptsFlag>false</com:InheritRenderReceiptsFlag>
               <com:RenderReceiptsFlag>true</com:RenderReceiptsFlag>
               <com:AutoApplyAvailableBalanceFlag>true<AutoApplyAvailableBalanceFlag>false</com:AutoApplyAvailableBalanceFlag>
               <com:InheritAutoApplyAvailableBalanceFlag>false</com:InheritAutoApplyAvailableBalanceFlag>
               <com:InheritTaxTypesFlag>false<InheritTaxTypesFlag>true</com:InheritTaxTypesFlag>
               <com:TaxType1Identity>
 :InheritRenderedInvoiceFormatFlag>false</com:InheritRenderedInvoiceFormatFlag>
                <com:TaxTypeCode>VAT<RenderedInvoiceFormat>P</com:TaxTypeCode>RenderedInvoiceFormat>
               <<com:Prefix>11062023</com:TaxType1Identity>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
languagexml
titleExample 02 - Client with parent
collapsetrue
<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>

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