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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


PwsClientDetail
  • PwsClientDetail
    • ClientId: Int32
    • ClientNumber: String (20)
    • ClientUid: Int64
    • ClientName: String (50)
    • InactiveFlag: Boolean
    • ParentClientIdentity: PwsClientRef
    • Address: PwsAddress
    • BillingCycleIdentity: PwsBillingCycleRef
    • BillingInstructions: String (1000)
    • ClientMessage: String (4000)
    • ClientMessagePlain: String (4000)
    • InheritAddressFlag: Boolean
    • InheritBillingCycleFlag: Boolean
    • InheritBillingInstructionsFlag: Boolean
    • InheritClientMessageFlag: Boolean
    • InheritInvoiceContentFlag: Boolean
    • InheritInvoiceScopeFlag: Boolean
    • InheritInvoiceTemplateFlag: Boolean
    • InheritPaymentTermFlag: Boolean
    • InheritPurchaseOrderNumberFlag: Boolean
    • InheritStandardRatesFlag: Boolean
    • InheritTimeBillingTypeFlag: Boolean
    • InvoiceContent: String (1)
    • InvoiceScope: String (1)
    • InvoiceTemplateIdentity: PwsInvoiceTemplateRef
    • NewClientNumber: String (20)
    • PaymentTermIdentity: PwsPaymentTermRef
    • PurchaseOrderNumber: String (50)
    • StandardBillingAdjustedDiscountPercent: Double
    • StandardContractDiscountPercent: Double
    • StandardRateCardIdentity: PwsRateCardRef
    • TimeBillingType: String (1)
    • Timestamp: String
    • UserDefinedFields: PwsUserDefinedFieldDetail
    • InheritInvoiceEmailSettingsFlag: Boolean
    • InvoiceEmailSettings: PwsInvoiceEmailSettings
    • InheritRenderReceiptsFlag: Boolean
    • RenderReceiptsFlag: Boolean
    • AutoApplyAvailableBalanceFlag: Boolean
    • InheritAutoApplyAvailableBalanceFlag: Boolean
    • InheritTaxTypesFlag: Boolean
    • TaxType1Identity: PwsTaxTypeRef
    • TaxType2Identity: PwsTaxTypeRef
    • TaxType3Identity: PwsTaxTypeRef

Elements


Element

Data Type

Required?

Default

Description

Sample Data

ClientId

Int32

On Insert: No

On Update: No


The client Id is a unique identifier for a client. For internal use only.


ClientNumber

String (20)

On Insert: Yes

On Update: Yes (if ClientUid is not supplied)


The client number is a unique identifier for a client. If not specified, this field will be auto generated.

C000117

ClientUid

Int64

On Insert: No 

On Update: Yes (if ClientNumber is not supplied)


The client Uid is a unique and immutable identifier for a client

1152921504606961482

ClientName

String (50)

On Insert: Yes

On Update: No 


The client name

Projector PSA 

InactiveFlag

Boolean

On Insert: No

On Update: No

 false

If set to 'true', the client is marked as inactive

true/false

ParentClientIdentity

PwsClientRef

On Insert: No

On Update: No


The identity of this client's parent, if any. Circular relationships are not permitted (a client cannot be it's own parent, nor can a client's parent refer back to the client as it's parent, and so forth). Click here for more information.


Address

PwsAddress

On Insert: No

On Update: No 


The billing address for the client. Click here for more information.


BillingCycleIdentity

PwsBillingCycleRef

On Insert: No

On Update: No 


The billing cycle set up for the client. Click here for more information.


BillingInstructions

String (1000)

On Insert: No

On Update: No 


The billing instructions associated with the client 


ClientMessage

String (4000)

On Insert: No

On Update: No  


A per-invoice message to appear on the invoice. This may include RTF markup. 

Thank you for choosing Projector PSA 

ClientMessagePlain

String (4000)

On Insert: No

On Update: No  


A per-invoice message to appear on the invoice. This is in plain text format.

Thank you for choosing Projector PSA  

InheritAddressFlag

Boolean

On Insert: No

On Update: No  

 false

If set to 'true', the address is inherited from the parent client (if any). Please see Inheritance for more information.

true/false

InheritBillingCycleFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the billing cycle is inherited from the parent client (if any). Please see Inheritance for more information.

true/false 

InheritBillingInstructionsFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the billing instructions is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritClientMessageFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the client message is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritInvoiceContentFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the invoice content is inherited from the parent client (if any). Please see Inheritance for more information.

true/false

InheritInvoiceScopeFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the invoice scope is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritInvoiceTemplateFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the invoice template is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritPaymentTermFlag

Boolean

On Insert: No

On Update: No  

false

If set to 'true', the payment terms are inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritPurchaseOrderNumberFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the purchase order number is inherited from the parent client (if any). Please see Inheritance for more information.

true/false

InheritStandardRatesFlag

Boolean

On Insert: No

On Update: No

true

If set to 'true', the standard rates flag is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritTimeBillingTypeFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the time billing type is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InvoiceContent

String (1)

On Insert: Yes

On Update: No

 B

The invoice content associated with the client.

"B" for time and cost together

"S" for separately 

B 

InvoiceScope

String (1)

On Insert: Yes

On Update: No

 E

The invoice content associated with the client.

"C" for client

"N" for purchase order number

"E" for engagement

"P" for project 

E 

InvoiceTemplateIdentity

PwsInvoiceTemplateRef

On Insert: No

On Update: No


The template to use for rendering invoices


NewClientNumber

String (20)

On Insert: No

On Update: No


This is used by PwsSaveClient to support re-numbering clients. You can both identify a client by client number and modify the client number by specifying the original client number in ClientNumber and the new value in NewClientNumber. NewClientNumber will always be null in responses from PwsGetClient. Note that the client number may only be changed if numbering for clients is configured as Manual or Hybrid.


PaymentTermIdentity

PwsPaymentTermRef

On Insert: No

On Update: No


The payment terms set up for the client. Click here for more information.


PurchaseOrderNumber

String (50)

On Insert: No

On Update: No


The purchase order number for the client

Acme 123

StandardBillingAdjustedDiscountPercent

Double

On Insert: No

On Update: No


The standard billing adjusted discount percent for the client

10

StandardContractDiscountPercent

Double

On Insert: No

On Update: No


The standard contract discount percent for the client

5

StandardRateCardIdentity

PwsRateCardRef

On Insert: Yes

On Update: No


The standard rate card identity for the client. Click here for more information.


TimeBillingType

String (1)

On Insert: No

On Update: No

H

The time billing type

"D" for daily

"H" for hourly 


Timestamp

String

On Insert: No

On Update: No


The row version in Base64 format


UserDefinedFields

PwsUserDefinedFieldDetail

On Insert: Dependent on UDF Definition

On Update: No


The client user defined field values associated with this client. Click here for more information.


InheritInvoiceEmailSettingsFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the invoice email settings is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InvoiceEmailSettings

PwsInvoiceEmailSettings

On Insert: No

On Update: No


The settings that control whether email distribution of invoices is enabled for this client, and if so, who the sender and recipients of the email are, the subject line, the email template and other related settings that are in effect. Click here for more information.


InheritRenderReceiptsFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the render receipts settings is inherited from the parent client (if any). Please see Inheritance for more information.

true/false

RenderReceiptsFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', receipts will be rendered on the invoice

true/false

AutoApplyAvailableBalanceFlag

Boolean

On Insert: No

On Update: No

false

For clients with a pre-payment balance, if set to "true" automatically apply the balance to new invoices. 

true/false

InheritAutoApplyAvailableBalanceFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the auto apply available balances settings is inherited from the parent client (if any). Please see Inheritance for more information. 

true/false

InheritTaxTypesFlag

Boolean

On Insert: No

On Update: No

false

If set to 'true', the tax types are inherited from the parent client (if any). Please see Inheritance for more information.

true/false

TaxType1Identity

PwsTaxTypeRef

On Insert: No

On Update: No


The tax types that apply for invoices under this client. Click here for more information.


TaxType2Identity

PwsTaxTypeRef

On Insert: No

On Update: No


The tax types that apply for invoices under this client. Click here for more information.


TaxType3Identity

PwsTaxTypeRef

On Insert: No

On Update: No


The tax types that apply for invoices under this client. Click here for more information.



Usage Example(s)


Example 01 
                  <b:ClientDetail>
                     <b:ClientId i:nil="true"/>
                     <b:ClientNumber>C000121</b:ClientNumber>
                     <b:ClientUid>1152921504606998462</b:ClientUid>
                     <b:ClientName>Parent Inc.</b:ClientName>
                     <b:InactiveFlag>false</b:InactiveFlag>
                     <b:ParentClientIdentity i:nil="true"/>
                     <b:Address>
                        <b:AddressLine1>100 Main Street</b:AddressLine1>
                        <b:AddressLine2 i:nil="true"/>
                        <b:Attention>Finance</b:Attention>
                        <b:City>Boston</b:City>
                        <b:CompanyName>Acme 1000</b:CompanyName>
                        <b:Country>USA</b:Country>
                        <b:StateOrProvince>MA</b:StateOrProvince>
                        <b:ZipOrPostalCode>02114</b:ZipOrPostalCode>
                     </b:Address>
                     <b:BillingCycleIdentity>
                        <b:BillingCycleId i:nil="true"/>
                        <b:BillingCycleName>Monthly</b:BillingCycleName>
                        <b:BillingCycleUid>1152921504606853180</b:BillingCycleUid>
                     </b:BillingCycleIdentity>
                     <b:BillingInstructions>Please bill this client at the end of each month.</b:BillingInstructions>
                     <b:ClientMessage>We appreciate your business!</b:ClientMessage>
                     <b:ClientMessagePlain>We appreciate your business!</b:ClientMessagePlain>
                     <b:InheritAddressFlag>false</b:InheritAddressFlag>
                     <b:InheritBillingCycleFlag>false</b:InheritBillingCycleFlag>
                     <b:InheritBillingInstructionsFlag>false</b:InheritBillingInstructionsFlag>
                     <b:InheritClientMessageFlag>false</b:InheritClientMessageFlag>
                     <b:InheritInvoiceContentFlag>false</b:InheritInvoiceContentFlag>
                     <b:InheritInvoiceScopeFlag>false</b:InheritInvoiceScopeFlag>
                     <b:InheritInvoiceTemplateFlag>false</b:InheritInvoiceTemplateFlag>
                     <b:InheritPaymentTermFlag>false</b:InheritPaymentTermFlag>
                     <b:InheritPurchaseOrderNumberFlag>false</b:InheritPurchaseOrderNumberFlag>
                     <b:InheritStandardRatesFlag>true</b:InheritStandardRatesFlag>
                     <b:InheritTimeBillingTypeFlag>false</b:InheritTimeBillingTypeFlag>
                     <b:InvoiceContent>B</b:InvoiceContent>
                     <b:InvoiceScope>E</b:InvoiceScope>
                     <b:InvoiceTemplateIdentity>
                        <b:InvoiceTemplateId i:nil="true"/>
                        <b:InvoiceTemplateName>A100</b:InvoiceTemplateName>
                        <b:InvoiceTemplateUid>1152921504606878901</b:InvoiceTemplateUid>
                     </b:InvoiceTemplateIdentity>
                     <b:NewClientNumber i:nil="true"/>
                     <b:PaymentTermIdentity>
                        <b:PaymentTermId i:nil="true"/>
                        <b:PaymentTermName>Net 30</b:PaymentTermName>
                        <b:PaymentTermUid>1152921504606856054</b:PaymentTermUid>
                     </b:PaymentTermIdentity>
                     <b:PurchaseOrderNumber>P-001</b:PurchaseOrderNumber>
                     <b:StandardBillingAdjustedDiscountPercent i:nil="true"/>
                     <b:StandardContractDiscountPercent i:nil="true"/>
                     <b:StandardRateCardIdentity i:nil="true"/>
                     <b:TimeBillingType>H</b:TimeBillingType>
                     <b:Timestamp>AAAAAA97VuU=</b:Timestamp>
                     <b:UserDefinedFields>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Date</b:UdfName>
                           <b:UdfUid>1152921504606856792</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>D</b:DataType>
                           <b:DateValue>2018-01-17T00:00:00Z</b:DateValue>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue i:nil="true"/>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Integer</b:UdfName>
                           <b:UdfUid>1152921504606856793</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>I</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue>10</b:IntegerValue>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue i:nil="true"/>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue>10</b:NumericValue>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Resource</b:UdfName>
                           <b:UdfUid>1152921504606856794</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>R</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue>
                              <b:ResourceDisplayName>John Doe</b:ResourceDisplayName>
                              <b:ResourceId i:nil="true"/>
                              <b:ResourceReferenceSystemId>E123</b:ResourceReferenceSystemId>
                              <b:ResourceUid>1152921504607062225</b:ResourceUid>
                           </b:ResourceIdentityValue>
                           <b:TextValue i:nil="true"/>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Text</b:UdfName>
                           <b:UdfUid>1152921504606856795</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>T</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue>Parent Client</b:TextValue>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Text List</b:UdfName>
                           <b:UdfUid>1152921504606856796</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>L</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue>CL-1A</b:TextValue>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Boolean</b:UdfName>
                           <b:UdfUid>1152921504606856797</b:UdfUid>
                           <b:BooleanValue>true</b:BooleanValue>
                           <b:DataType>Y</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue i:nil="true"/>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Stoplight</b:UdfName>
                           <b:UdfUid>1152921504606856814</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>S</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue i:nil="true"/>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues>
                              <b:PwsStoplightValue>
                                 <b:AsOfDate>2018-01-17T00:00:00Z</b:AsOfDate>
                                 <b:SortOrder>2</b:SortOrder>
                              </b:PwsStoplightValue>
                           </b:StoplightValues>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                        <b:PwsUserDefinedFieldDetail>
                           <b:UdfId i:nil="true"/>
                           <b:UdfName>CL-Multiline</b:UdfName>
                           <b:UdfUid>1152921504606858027</b:UdfUid>
                           <b:BooleanValue i:nil="true"/>
                           <b:DataType>T</b:DataType>
                           <b:DateValue i:nil="true"/>
                           <b:IntegerValue i:nil="true"/>
                           <b:ResourceIdentityValue i:nil="true"/>
                           <b:TextValue>This is a parent client.</b:TextValue>
                           <b:UdfTreatment>A</b:UdfTreatment>
                           <b:StoplightValues/>
                           <b:NumericValue i:nil="true"/>
                           <b:RelationValue i:nil="true"/>
                        </b:PwsUserDefinedFieldDetail>
                     </b:UserDefinedFields>
                     <b:InheritInvoiceEmailSettingsFlag>false</b:InheritInvoiceEmailSettingsFlag>
                     <b:InvoiceEmailSettings>
                        <b:EmailFromUserIdentity>
                           <b:UserDisplayName>Bettina Borces</b:UserDisplayName>
                           <b:UserId i:nil="true"/>
                           <b:UserReferenceSystemId>Partner - 01</b:UserReferenceSystemId>
                           <b:UserUid>1152921504607011056</b:UserUid>
                        </b:EmailFromUserIdentity>
                        <b:EmailInvoiceTemplateIdentity>
                           <b:InvoiceTemplateId i:nil="true"/>
                           <b:InvoiceTemplateName>E001</b:InvoiceTemplateName>
                           <b:InvoiceTemplateUid>1152921504606878906</b:InvoiceTemplateUid>
                        </b:EmailInvoiceTemplateIdentity>
                        <b:InvoiceEmailEnabledFlag>true</b:InvoiceEmailEnabledFlag>
                        <b:InvoiceEmailType>P</b:InvoiceEmailType>
                        <b:Recipients>
                           <b:PwsInvoiceEmailRecipient>
                              <b:RecipientType>T</b:RecipientType>
                              <b:UserIdentity>
                                 <b:UserDisplayName>Abby Whelan</b:UserDisplayName>
                                 <b:UserId i:nil="true"/>
                                 <b:UserReferenceSystemId>OPA02</b:UserReferenceSystemId>
                                 <b:UserUid>1152921504607062210</b:UserUid>
                              </b:UserIdentity>
                           </b:PwsInvoiceEmailRecipient>
                        </b:Recipients>
                     </b:InvoiceEmailSettings>
                     <b:InheritRenderReceiptsFlag>false</b:InheritRenderReceiptsFlag>
                     <b:RenderReceiptsFlag>false</b:RenderReceiptsFlag>
                     <b:AutoApplyAvailableBalanceFlag>false</b:AutoApplyAvailableBalanceFlag>
                     <b:InheritAutoApplyAvailableBalanceFlag>false</b:InheritAutoApplyAvailableBalanceFlag>
                     <b:InheritTaxTypesFlag>false</b:InheritTaxTypesFlag>
                     <b:TaxType1Identity>
                        <b:TaxTypeCode>VAT</b:TaxTypeCode>
                        <b:TaxTypeId i:nil="true"/>
                        <b:TaxTypeUid>1152921504606868258</b:TaxTypeUid>
                     </b:TaxType1Identity>
                     <b:TaxType2Identity i:nil="true"/>
                     <b:TaxType3Identity i:nil="true"/>
                  </b:ClientDetail>
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