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| Element | Data Type | Description | Sample Data |
|---|
| ClientID | int | Client ID. For internal use only. | 114506 |
| ClientNumber | string | Client Number. Unique ID associated with the client record. | CL1234 |
| ClientUid | long | Client Unique ID. For internal use only. | 1152921504606961482 |
| ClientName | string | Client Name | Revcorp-WS |
| InactiveFlag | boolean | Signifies of client is inactive. | "true" or "false" |
| ParentClientIdentity | int | Parent Client ID. For internal use only. | 114505 |
| Address | PwsAddress | Client Address |
|
| BillingCycleIdentity | PwsBillingCycleRef | Billing Cycle Identity. |
|
| BillingInstructions | string | Billing instructions | Please bill on the 15th of every month. |
| ClientMessage | string | Client Message | Thank you for your business. |
| ClientMessagePlain | string | Client Message in plain text format | Thank you for your business. |
| InheritAddressFlag | boolean | Inherit address from parent client (if any) | "true" or "false" |
| InheritBillingCycleFlag | boolean | Inherit billing cycle from parent client (if any) | "true" or "false" |
| InheritBillingInstructionsFlag | boolean | Inherit billing instructions from parent client (if any) | "true" or "false" |
| InheritClientMessageFlag | boolean | Inherit client message from parent client (if any) | "true" or "false" |
InheritInvoiceContentFlag | boolean | Inherit invoice content from parent client (if any) | "true" or "false" |
| InheritInvoiceScopeFlag | boolean | Inherit invoice scope from parent client (if any) | "true" or "false" |
| InheritInvoiceTemplateFlag | boolean | Inherit invoice template from parent client (if any) | "true" or "false" |
| InheritPaymentTermFlag | boolean | Inherit parent term from parent client (if any) | "true" or "false" |
| InheritPurchaseOrderNumberFlag | boolean | Inherit purchase order number from parent client (if any) | "true" or "false" |
| InheritStandardRatesFlag | boolean | Inherit standard rates from parent client (if any) | "true" or "false" |
| InheritTimeBillingTypeFlag | boolean | Inherit time billing type from parent client (if any) | "true" or "false" |
| InvoiceContent | string | Invoice Content | "B" for time and cost together "S" for separately |
| InvoiceScope | string | Invoice Scope | "C" for client "N" for purchase order number "E" for engagement "P" for project |
| InvoiceTemplateIdentity | PwsInvoiceTemplateRef | Invoice Template Identity |
|
| NewClientNumber | int | New Client Number |
|
| PaymentTermIdentity | PwsPaymentTermRef | Payment Term Identity |
|
| PurchaseOrderNumber | string | Purchase Order Number | PO-1234 |
| StandardBillingAdjustedDiscountPercent | double | Standard Billing Adjusted Discount Percent | 7.25 |
| StandardContractDiscountPercent | double | Standard Contract Discount Percent | 0 |
| StandardRateCardIdentity | PwsStandardRateCardRef | Standard Rate Card Identity |
|
| TimeBillingType | string | Time Billing Type | "D" for daily "H" for hourly |
| Timestamp | string | Row version in Base64 format | AAAAAA9Dhpo= |
UserDefinedFields | PwsUserDefinedFieldDetail | Client User Defined Fields |
|
| InheritInvoiceEmailSettingsFlag | boolean | Inherit invoice email setting from parent client (if any) | "true" or "false" |
| InvoiceEmailSettings | PwsInvoiceEmailSettings | Invoice Email Settings |
|
| InheritRenderReceiptsFlag | boolean | Inherit render receipts flag from parent client (if any) | "true" or "false" |
| RenderReceiptsFlag | boolean | Render receipts flag | "true" or "false" |
| AutoApplyAvailableBalanceFlag | boolean | Auto apply available balance flag | "true" or "false" |
| InheritAutoApplyAvailableBalanceFlag | boolean | Inherit auto apply available balance flag from parent client (if any) | "true" or "false" |
| InheritTaxTypesFlag | boolean | Inherit tax types flag from parent client (if any) | "true" or "false" |
| TaxType1Identity | string | Tax Type 1 ID | PST |
| TaxType2Identity | string | Tax Type 2 ID | GST |
| TaxType3Identity | string | Tax Type 3 ID | HST |
Usage Example(s)
<ClientDetail>
<ClientId>114506</ClientId>
<ClientNumber>Revcorp-WS</ClientNumber>
<ClientUid>1152921504606961482</ClientUid>
<ClientName>Revcorp-WS</ClientName>
<InactiveFlag>false</InactiveFlag>
<ParentClientIdentity ="true"/>
<Address>
<AddressLine1>123 Main Street</AddressLine1>
<AddressLine2>300</AddressLine2>
<Attention>Mr. Smith</Attention>
<City>Boston</City>
<CompanyName>Projector PSA</CompanyName>
<Country>USA</Country>
<StateOrProvince>MA</StateOrProvince>
<ZipOrPostalCode>02114</ZipOrPostalCode>
</Address>
<BillingCycleIdentity>
<BillingCycleId>6204</BillingCycleId>
<BillingCycleName>Monthly</BillingCycleName>
<BillingCycleUid>1152921504606853180</BillingCycleUid>
</BillingCycleIdentity>
<BillingInstructions ="true"/>
<ClientMessage>We appreciate your business.</ClientMessage>
<ClientMessagePlain>We appreciate your business.</ClientMessagePlain>
<InheritAddressFlag>false</InheritAddressFlag>
<InheritBillingCycleFlag>false</InheritBillingCycleFlag>
<InheritBillingInstructionsFlag>false</InheritBillingInstructionsFlag>
<InheritClientMessageFlag>false</InheritClientMessageFlag>
<InheritInvoiceContentFlag>false</InheritInvoiceContentFlag>
<InheritInvoiceScopeFlag>false</InheritInvoiceScopeFlag>
<InheritInvoiceTemplateFlag>false</InheritInvoiceTemplateFlag>
<InheritPaymentTermFlag>false</InheritPaymentTermFlag>
<InheritPurchaseOrderNumberFlag>false</InheritPurchaseOrderNumberFlag>
<InheritStandardRatesFlag>false</InheritStandardRatesFlag>
<InheritTimeBillingTypeFlag>false</InheritTimeBillingTypeFlag>
<InvoiceContent>B</InvoiceContent>
<InvoiceScope>E</InvoiceScope>
<InvoiceTemplateIdentity>
<InvoiceTemplateId>31928</InvoiceTemplateId>
<InvoiceTemplateName>A200</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878904</InvoiceTemplateUid>
</InvoiceTemplateIdentity>
<NewClientNumber ="true"/>
<PaymentTermIdentity>
<PaymentTermId>9078</PaymentTermId>
<PaymentTermName>Net 30</PaymentTermName>
<PaymentTermUid>1152921504606856054</PaymentTermUid>
</PaymentTermIdentity>
<PurchaseOrderNumber>Projector PO #</PurchaseOrderNumber>
<StandardBillingAdjustedDiscountPercent>0</StandardBillingAdjustedDiscountPercent>
<StandardContractDiscountPercent>0</StandardContractDiscountPercent>
<StandardRateCardIdentity>
<RateCardId>13843</RateCardId>
<RateCardName>USA Rate Card</RateCardName>
<RateCardType>R</RateCardType>
<RateCardUid>1152921504606860819</RateCardUid>
</StandardRateCardIdentity>
<TimeBillingType>H</TimeBillingType>
<Timestamp>AAAAAA9ULV0=</Timestamp>
<UserDefinedFields>
<PwsUserDefinedFieldDetail>
<UdfId>9816</UdfId>
<UdfName>CL-Date</UdfName>
<UdfUid>1152921504606856792</UdfUid>
<BooleanValue ="true"/>
<DataType>D</DataType>
<DateValue>2017-12-19T00:00:00Z</DateValue>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue ="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9817</UdfId>
<UdfName>CL-Integer</UdfName>
<UdfUid>1152921504606856793</UdfUid>
<BooleanValue ="true"/>
<DataType>I</DataType>
<DateValue ="true"/>
<IntegerValue>1</IntegerValue>
<ResourceIdentityValue ="true"/>
<TextValue ="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue>1</NumericValue>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9818</UdfId>
<UdfName>CL-Resource</UdfName>
<UdfUid>1152921504606856794</UdfUid>
<BooleanValue ="true"/>
<DataType>R</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue>
<ResourceDisplayName>Bettina Borces</ResourceDisplayName>
<ResourceId>177898</ResourceId>
<ResourceReferenceSystemId>Partner - 01</ResourceReferenceSystemId>
<ResourceUid>1152921504607024874</ResourceUid>
</ResourceIdentityValue>
<TextValue ="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9819</UdfId>
<UdfName>CL-Text</UdfName>
<UdfUid>1152921504606856795</UdfUid>
<BooleanValue ="true"/>
<DataType>T</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue>Projector PSA</TextValue>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9820</UdfId>
<UdfName>CL-Text List</UdfName>
<UdfUid>1152921504606856796</UdfUid>
<BooleanValue ="true"/>
<DataType>L</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue>CL-1A</TextValue>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9821</UdfId>
<UdfName>CL-Boolean</UdfName>
<UdfUid>1152921504606856797</UdfUid>
<BooleanValue>true</BooleanValue>
<DataType>Y</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue ="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>9838</UdfId>
<UdfName>CL-Stoplight</UdfName>
<UdfUid>1152921504606856814</UdfUid>
<BooleanValue ="true"/>
<DataType>S</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue ="true"/>
<UdfTreatment>A</UdfTreatment>
<StoplightValues>
<PwsStoplightValue>
<AsOfDate>2017-12-19T00:00:00Z</AsOfDate>
<SortOrder>2</SortOrder>
</PwsStoplightValue>
</StoplightValues>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
<PwsUserDefinedFieldDetail>
<UdfId>11051</UdfId>
<UdfName>CL-Multiline</UdfName>
<UdfUid>1152921504606858027</UdfUid>
<BooleanValue ="true"/>
<DataType>T</DataType>
<DateValue ="true"/>
<IntegerValue ="true"/>
<ResourceIdentityValue ="true"/>
<TextValue>Projector is the leading best of breed Professional Services Automation software on the market.
As your consulting firm’s core operational system, our PSA solution helps your teams efficiently manage the entire delivery process. From initial planning, project management, and resource scheduling to time and expense tracking, budget management, and invoicing, Projector has consistently delivered bottom-line improvements for professional services firms across the globe.</TextValue>
<UdfTreatment>A</UdfTreatment>
<StoplightValues/>
<NumericValue ="true"/>
<RelationValue ="true"/>
</PwsUserDefinedFieldDetail>
</UserDefinedFields>
<InheritInvoiceEmailSettingsFlag>false</InheritInvoiceEmailSettingsFlag>
<InvoiceEmailSettings>
<EmailFromUserIdentity>
<UserDisplayName>Bettina Borces</UserDisplayName>
<UserId>164080</UserId>
<UserReferenceSystemId>Partner - 01</UserReferenceSystemId>
<UserUid>1152921504607011056</UserUid>
</EmailFromUserIdentity>
<EmailInvoiceTemplateIdentity>
<InvoiceTemplateId>31933</InvoiceTemplateId>
<InvoiceTemplateName>E004</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878909</InvoiceTemplateUid>
</EmailInvoiceTemplateIdentity>
<InvoiceEmailEnabledFlag>true</InvoiceEmailEnabledFlag>
<InvoiceEmailType>H</InvoiceEmailType>
<Recipients>
<PwsInvoiceEmailRecipient>
<RecipientType>T</RecipientType>
<UserIdentity>
<UserDisplayName>B Borces</UserDisplayName>
<UserId>205024</UserId>
<UserReferenceSystemId>Client09</UserReferenceSystemId>
<UserUid>1152921504607052000</UserUid>
</UserIdentity>
</PwsInvoiceEmailRecipient>
</Recipients>
</InvoiceEmailSettings>
<InheritRenderReceiptsFlag>false</InheritRenderReceiptsFlag>
<RenderReceiptsFlag>true</RenderReceiptsFlag>
<AutoApplyAvailableBalanceFlag>true</AutoApplyAvailableBalanceFlag>
<InheritAutoApplyAvailableBalanceFlag>false</InheritAutoApplyAvailableBalanceFlag>
<InheritTaxTypesFlag>true</InheritTaxTypesFlag>
<TaxType1Identity ="true"/>
<TaxType2Identity ="true"/>
<TaxType3Identity ="true"/>
</ClientDetail>