PwsGetAccountingPeriodList

Owned by Min Zeng
Last updated: Nov 13, 2019 by Bettina Borces
10 min read

Overview


This web service retrieves a list of accounting period summaries (PwsAccountingPeriodSummary), based on specified search criteria. For example, the following parameters affect the list of accounting periods retrieved:

  • QueryString: Find all accounting periods matching specified string in accounting period code or name
  • AccountingPeriodIdentity: If specified, the identified accounting period will be returned (QueryString will be ignored).

This request also has seven flag filters that can further determine which accounting periods to be included. Five of the flags (indicated by asterisks below) apply to operations that are company based. They are

  • IncludeOpenForAdjustmentsFlag
  • IncludeOpenForApTransactionsFlag *
  • IncludeOpenForArTransactionsFlag *
  • IncludeOpenForCostFlag *
  • IncludeOpenForGlTransactionsFlag *
  • IncludeOpenForTimeFlag *
  • IncludeFullyClosedFlag

If CompanyIdentity is omitted, the flags marked with asterisks are ignored.

Request Format


PwsGetAccountingPeriodList Request
  • PwsGetAccountingPeriodList
    • serviceRequest: PwsGetAccountingPeriodListRq
      • RequestId: Int32
      • SessionTicket: String
      • AccountingPeriodIdentity: PwsAccountingPeriodRef
      • IncludeFullyClosedFlag: Boolean
      • IncludeOpenForAdjustmentsFlag: Boolean
      • IncludeOpenForApTransactionsFlag: Boolean
      • IncludeOpenForArTransactionsFlag: Boolean
      • IncludeOpenForCostFlag: Boolean
      • IncludeOpenForGlTransactionsFlag: Boolean
      • IncludeOpenForTimeFlag: Boolean
      • MaxRowsToReturn: Int32
      • QueryString: String
      • CompanyIdentity: PwsCompanyRef

Request Elements


Element

Data Type

Required?

Default

Description

Sample Data

RequestId

Int32

No


Click here for more information.


SessionTicket

String

Yes


Click here for more information.

ATtU220EvBSE2+GCN9U58g==

AccountingPeriodIdentity

PwsAccountingPeriodRef

No


The identity of a single accounting period to be retrieved. If this is specified, all other criteria is ignored. Click here for more information.


IncludeFullyClosedFlag

Boolean

No

false

If set to 'true', accounting periods closed for all activity will be included in the results, provided they meet any other criteria specified. Note that if no CompanyIdentity is specified, this flag only applies to the open for adjustments flag and, if set to 'true', will cause all accounting periods not open for adjustments to be included in the response.

false

IncludeOpenForAdjustmentsFlag

Boolean

No

false

If set to 'true', accounting periods that are open time/cost adjustments are included in the response. This filter is not company based.

false

IncludeOpenForApTransactionsFlag

Boolean

No

false

If a CompanyIdentity is omitted, this flag is ignored. Otherwise if set to 'true', accounting periods that are open for AP transactions are included in the response.

false

IncludeOpenForArTransactionsFlag

Boolean

No

false

If a CompanyIdentity is omitted, this flag is ignored. Otherwise if set to 'true', accounting periods that are open for AR transactions are included in the response.

false

IncludeOpenForCostFlag

Boolean

No

false

If a CompanyIdentity is omitted, this flag is ignored. Otherwise if set to 'true', accounting periods that are open for cost entry are included in the response.

false

IncludeOpenForGlTransactionsFlag

Boolean

No

false

If a CompanyIdentity is omitted, this flag is ignored. Otherwise if set to 'true', accounting periods that are open for GL transactions are included in the response.

false

IncludeOpenForTimeFlag

Boolean

No

false

If a CompanyIdentity is omitted, this flag is ignored. Otherwise if set to 'true', accounting periods that are open for time entry are included in the response.

false

MaxRowsToReturn

Int32

No


The maximum number of accounting periods to be retrieved. This flag is disregarded if an accounting period is specified in AccountingPeriodIdentity.

5

QueryString

String

No


A search string to narrow down the results. An accounting period will be included in the results if the search string matches the accounting period's code or name.

Rev

CompanyIdentity

PwsCompanyRef

No


The identity of a company for determining whether the accounting period is open for time, cost, AP transactions, AR transactions and/or GL transactions for filtering purposes.


Usage Example(s)


Example 01 - Accounting period is not specified 
<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:PwsGetAccountingPeriodList>
         <pws:serviceRequest>
            <req:SessionTicket>ATtU220EvBSE2+GCN9U58g==</req:SessionTicket>
            <req:IncludeOpenForAdjustmentsFlag>false</req:IncludeOpenForAdjustmentsFlag>
            <req:IncludeOpenForApTransactionsFlag>true</req:IncludeOpenForApTransactionsFlag>
            <req:IncludeOpenForArTransactionsFlag>false</req:IncludeOpenForArTransactionsFlag>
            <req:IncludeOpenForCostFlag>true</req:IncludeOpenForCostFlag>
            <req:IncludeOpenForGlTransactionsFlag>true</req:IncludeOpenForGlTransactionsFlag>
            <req:IncludeOpenForTimeFlag>true</req:IncludeOpenForTimeFlag>
            <req:MaxRowsToReturn>5</req:MaxRowsToReturn>
            <req:CompanyIdentity>
               <com:CompanyName>Revolutionary Solutions Corporation CA</com:CompanyName>
            </req:CompanyIdentity>
         </pws:serviceRequest>
      </pws:PwsGetAccountingPeriodList>
   </soapenv:Body>
</soapenv:Envelope>
Example 02 - Accounting period is specified 
<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:PwsGetAccountingPeriodList>
         <pws:serviceRequest>
            <req:SessionTicket>ATtU220EvBSE2+GCN9U58g==</req:SessionTicket>
            <req:AccountingPeriodIdentity>
               <com:AccountingPeriodCode>01~06-2018</com:AccountingPeriodCode>
            </req:AccountingPeriodIdentity>
            <req:IncludeFullyClosedFlag>true</req:IncludeFullyClosedFlag>
            <req:IncludeOpenForAdjustmentsFlag>true</req:IncludeOpenForAdjustmentsFlag>
            <req:IncludeOpenForApTransactionsFlag>true</req:IncludeOpenForApTransactionsFlag>
            <req:IncludeOpenForArTransactionsFlag>true</req:IncludeOpenForArTransactionsFlag>
            <req:IncludeOpenForCostFlag>true</req:IncludeOpenForCostFlag>
            <req:IncludeOpenForGlTransactionsFlag>true</req:IncludeOpenForGlTransactionsFlag>
            <req:IncludeOpenForTimeFlag>true</req:IncludeOpenForTimeFlag>
            <req:MaxRowsToReturn>5</req:MaxRowsToReturn>
            <req:QueryString></req:QueryString>
         </pws:serviceRequest>
      </pws:PwsGetAccountingPeriodList>
   </soapenv:Body>
</soapenv:Envelope>

Response Format


PwsGetAccountingPeriodList Response

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

StatusRequestStatusClick here for more informationOk

ServerTimestampUtc

DateTime

Click here for more information.

2018-03-13T19:42:22.6252189Z

AccountingPeriods

PwsAccountingPeriodSummary

The accounting period summary records that were fetched by the service. Click here for more information.


Usage Example(s)


Fig 1. Accounting periods for Example 01 - Accounting period is not specified. 


Example 01 - Accounting period is not specified 
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Body>
      <PwsGetAccountingPeriodListResponse xmlns="http://projectorpsa.com/PwsProjectorServices/">
         <PwsGetAccountingPeriodListResult xmlns:a="http://projectorpsa.com/DataContracts/Requests/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
            <Messages xmlns="http://projectorpsa.com/CommonServices/" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
            <ResponseId xmlns="http://projectorpsa.com/CommonServices/">0</ResponseId>
            <Status xmlns="http://projectorpsa.com/CommonServices/">Ok</Status>
            <ServerTimestampUtc xmlns="http://projectorpsa.com/CommonServices/">2018-03-15T15:03:37.4306662Z</ServerTimestampUtc>
            <a:AccountingPeriods xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
               <b:PwsAccountingPeriodSummary>
                  <b:AccountingPeriodCode>01~06-2018</b:AccountingPeriodCode>
                  <b:AccountingPeriodId i:nil="true"/>
                  <b:AccountingPeriodName>Jan-Jun2018</b:AccountingPeriodName>
                  <b:AccountingPeriodUid>1152921504606866570</b:AccountingPeriodUid>
                  <b:BeginDate>2018-01-01T00:00:00</b:BeginDate>
                  <b:EndDate>2018-06-30T00:00:00</b:EndDate>
                  <b:OpenForAdjustmentsFlag>true</b:OpenForAdjustmentsFlag>
                  <b:OpenForApTransactionsFlag>true</b:OpenForApTransactionsFlag>
                  <b:OpenForArTransactionsFlag>false</b:OpenForArTransactionsFlag>
                  <b:OpenForCostFlag>false</b:OpenForCostFlag>
                  <b:OpenForGlTransactionsFlag>false</b:OpenForGlTransactionsFlag>
                  <b:OpenForTimeFlag>false</b:OpenForTimeFlag>
               </b:PwsAccountingPeriodSummary>
               <b:PwsAccountingPeriodSummary>
                  <b:AccountingPeriodCode>07~12-2017</b:AccountingPeriodCode>
                  <b:AccountingPeriodId i:nil="true"/>
                  <b:AccountingPeriodName>Jul-Dec2017</b:AccountingPeriodName>
                  <b:AccountingPeriodUid>1152921504606866569</b:AccountingPeriodUid>
                  <b:BeginDate>2017-07-01T00:00:00</b:BeginDate>
                  <b:EndDate>2017-12-31T00:00:00</b:EndDate>
                  <b:OpenForAdjustmentsFlag>true</b:OpenForAdjustmentsFlag>
                  <b:OpenForApTransactionsFlag>true</b:OpenForApTransactionsFlag>
                  <b:OpenForArTransactionsFlag>true</b:OpenForArTransactionsFlag>
                  <b:OpenForCostFlag>false</b:OpenForCostFlag>
                  <b:OpenForGlTransactionsFlag>true</b:OpenForGlTransactionsFlag>
                  <b:OpenForTimeFlag>true</b:OpenForTimeFlag>
               </b:PwsAccountingPeriodSummary>
               <b:PwsAccountingPeriodSummary>
                  <b:AccountingPeriodCode>01~06-2017</b:AccountingPeriodCode>
                  <b:AccountingPeriodId i:nil="true"/>
                  <b:AccountingPeriodName>Jan-Jun2017</b:AccountingPeriodName>
                  <b:AccountingPeriodUid>1152921504606866568</b:AccountingPeriodUid>
                  <b:BeginDate>2017-01-01T00:00:00</b:BeginDate>
                  <b:EndDate>2017-06-30T00:00:00</b:EndDate>
                  <b:OpenForAdjustmentsFlag>false</b:OpenForAdjustmentsFlag>
                  <b:OpenForApTransactionsFlag>true</b:OpenForApTransactionsFlag>
                  <b:OpenForArTransactionsFlag>true</b:OpenForArTransactionsFlag>
                  <b:OpenForCostFlag>true</b:OpenForCostFlag>
                  <b:OpenForGlTransactionsFlag>true</b:OpenForGlTransactionsFlag>
                  <b:OpenForTimeFlag>true</b:OpenForTimeFlag>
               </b:PwsAccountingPeriodSummary>
               <b:PwsAccountingPeriodSummary>
                  <b:AccountingPeriodCode>07~12-2016</b:AccountingPeriodCode>
                  <b:AccountingPeriodId i:nil="true"/>
                  <b:AccountingPeriodName>Jul-Dec2016</b:AccountingPeriodName>
                  <b:AccountingPeriodUid>1152921504606866567</b:AccountingPeriodUid>
                  <b:BeginDate>2016-07-01T00:00:00</b:BeginDate>
                  <b:EndDate>2016-12-31T00:00:00</b:EndDate>
                  <b:OpenForAdjustmentsFlag>false</b:OpenForAdjustmentsFlag>
                  <b:OpenForApTransactionsFlag>false</b:OpenForApTransactionsFlag>
                  <b:OpenForArTransactionsFlag>false</b:OpenForArTransactionsFlag>
                  <b:OpenForCostFlag>false</b:OpenForCostFlag>
                  <b:OpenForGlTransactionsFlag>true</b:OpenForGlTransactionsFlag>
                  <b:OpenForTimeFlag>false</b:OpenForTimeFlag>
               </b:PwsAccountingPeriodSummary>
               <b:PwsAccountingPeriodSummary>
                  <b:AccountingPeriodCode>01~06-2016</b:AccountingPeriodCode>
                  <b:AccountingPeriodId i:nil="true"/>
                  <b:AccountingPeriodName>Jan-Jun2016</b:AccountingPeriodName>
                  <b:AccountingPeriodUid>1152921504606866111</b:AccountingPeriodUid>
                  <b:BeginDate>2016-01-01T00:00:00</b:BeginDate>
                  <b:EndDate>2016-06-30T00:00:00</b:EndDate>
                  <b:OpenForAdjustmentsFlag>true</b:OpenForAdjustmentsFlag>
                  <b:OpenForApTransactionsFlag>true</b:OpenForApTransactionsFlag>
                  <b:OpenForArTransactionsFlag>false</b:OpenForArTransactionsFlag>
                  <b:OpenForCostFlag>true</b:OpenForCostFlag>
                  <b:OpenForGlTransactionsFlag>true</b:OpenForGlTransactionsFlag>
                  <b:OpenForTimeFlag>true</b:OpenForTimeFlag>
               </b:PwsAccountingPeriodSummary>
            </a:AccountingPeriods>
         </PwsGetAccountingPeriodListResult>
      </PwsGetAccountingPeriodListResponse>
   </s:Body>
</s:Envelope>
Example 02 - Accounting period is specified 
<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:PwsGetAccountingPeriodList>
         <pws:serviceRequest>
            <req:SessionTicket>ATtU220EvBSE2+GCN9U58g==</req:SessionTicket>
            <req:AccountingPeriodIdentity>
               <com:AccountingPeriodCode>-062018</com:AccountingPeriodCode>
            </req:AccountingPeriodIdentity>
            <req:IncludeFullyClosedFlag>true</req:IncludeFullyClosedFlag>
            <req:IncludeOpenForAdjustmentsFlag>true</req:IncludeOpenForAdjustmentsFlag>
            <req:IncludeOpenForApTransactionsFlag>true</req:IncludeOpenForApTransactionsFlag>
            <req:IncludeOpenForArTransactionsFlag>true</req:IncludeOpenForArTransactionsFlag>
            <req:IncludeOpenForCostFlag>true</req:IncludeOpenForCostFlag>
            <req:IncludeOpenForGlTransactionsFlag>true</req:IncludeOpenForGlTransactionsFlag>
            <req:IncludeOpenForTimeFlag>true</req:IncludeOpenForTimeFlag>
            <req:MaxRowsToReturn>5</req:MaxRowsToReturn>
            <req:QueryString></req:QueryString>
         </pws:serviceRequest>
      </pws:PwsGetAccountingPeriodList>
   </soapenv:Body>
</soapenv:Envelope>

PwsGetAccountingPeriodList - Common Errors and Warnings

ErrorNumber

ErrorCode

Description

57335AccountingPeriodNotFoundThe specified accounting period was not found.
57339CompanyNotFoundThe specified company was not found.