Overview

Issuing an invoice or credit memo will transmit the invoice or credit memo to the accounts receivable system and will prevent the addition of further adjustments unless the invoice or credit memo is voided.

On issue the following things occur:

Assign an invoice number
Render the invoice
Prevent financial changes from being made to the invoice. See Preview / Re-Render Invoice to learn exactly what's locked down.
Queue an accounts receivable transaction for transmission to the accounting system
Optionally email the invoice to the client
Optionally download the invoice to your computer
Optionally upload the invoice to Projector Web

Request Format

PwsIssueInvoice Request

PwsIssueInvoice
- serviceRequest: PwsIssueInvoice
  - RequestId: Int32
  - SessionTicket: String
  - AddCommentsToInvoiceMessagesFlag: Boolean
  - FullDetailFlag: Boolean
  - IncludeAdjustmentHistoryFlag: Boolean
  - IncludeFullAdjustmentHistoryFlag: Boolean
  - InvoiceDate: DateTime
  - InvoiceIdentity: PwsInvoiceRef
  - InvoiceTimestamp: String
  - IssuedInvoiceNumber: String
  - LocksToSteal: PwsEntityLockSummary
  - NewInvoiceMessages: String
  - NotifyFinanceTeamFlag: Boolean
  - NotifyManagementTeamFlag: Boolean
  - NotifyPmTeamFlag: Boolean
  - PostFlag: Boolean
  - ProjectorLockSetId: Int32
  - SendFlag: Boolean
  - SkipIfIneligibleFlag: Boolean

Request Elements

Element	Data Type	Required?	Default	Description
RequestId	Int32
SessionTicket	String
AddCommentsToInvoiceMessagesFlag	Boolean
FullDetailFlag	Boolean
IncludeAdjustmentHistoryFlag	Boolean
IncludeFullAdjustmentHistoryFlag	Boolean
InvoiceDate	DateTime
InvoiceIdentity	PwsInvoiceRef
InvoiceTimestamp	String
IssuedInvoiceNumber	String
LocksToSteal	PwsEntityLockSummary
NewInvoiceMessages	String
NotifyFinanceTeamFlag	Boolean
NotifyManagementTeamFlag	Boolean
NotifyPmTeamFlag	Boolean
PostFlag	Boolean
ProjectorLockSetId	Int32
SendFlag	Boolean
SkipIfIneligibleFlag	Boolean

Element	Data Type	Required?	Description	Sample Data
RequestId	Int32	No	Click here for more information.
SessionTicket	String	Yes	Click here for more information.	AftyRXSTlnMPzozuKwq0kQ=
DocumentIdentity	PwsDocumentRef	Yes	The identity of the document that is to be undeleted. Click here for more information.
MakeNameUniqueFlag	Boolean	No	If the undeleted document shares the same name as an existing document and this flag is set to 'true', then a number will appended to the undeleted document's name to make it unique.	true

Request Usage Example(s)

Example 01

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/" xmlns:doc="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:com="http://projectorpsa.com/DataContracts/Shared/Common/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsUndeleteDocument>
         <pws:serviceRequest>
            <req:SessionTicket>AftyRXSTlnMPzozuKwq0kQ==</req:SessionTicket>
            <doc:DocumentIdentity>
               <com:DocumentRefUid>1152921504607635451</com:DocumentRefUid>
            </doc:DocumentIdentity>
         </pws:serviceRequest>
      </pws:PwsUndeleteDocument>
   </soapenv:Body>
</soapenv:Envelope>

Example 02 - unique name

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/" xmlns:doc="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:com="http://projectorpsa.com/DataContracts/Shared/Common/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsUndeleteDocument>
         <pws:serviceRequest>
            <req:SessionTicket>ARaqO1NTOppS159NGsaYoA==</req:SessionTicket>
            <doc:DocumentIdentity>
               <com:DocumentRefUid>1152921504607775872</com:DocumentRefUid>
            </doc:DocumentIdentity>
             <doc:MakeNameUniqueFlag>true</doc:MakeNameUniqueFlag>
         </pws:serviceRequest>
      </pws:PwsUndeleteDocument>
   </soapenv:Body>
</soapenv:Envelope>

Response Format

PwsUndeleteDocument Response

PwsUndeleteDocumentResponse
- PwsUndeleteDocumentResult: PwsUndeleteDocumentRs
  - Messages: PwsMessage []
  - ResponseId: Int32
  - Status: RequestStatus
  - ServerTimestampUtc: DateTime
  - NewDocumentName: String

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.	2018-03-20T18:40:05.6295028Z
NewDocumentName	String	The new unique name of the undeleted document when request specifies MakeNameUniqueFlag as true.

Response Usage Example(s)