Overview
This web service inserts or updates a single client based on a detailed client structure (PwsClientDetail). The service returns the identity (PwsClientRef) of the client that has been inserted or updated. The caller can optionally request that the full client detail (PwsClientDetail) be included in the response.
Request Format
PwsSaveClient
- PwsSaveClientRq
- Common Input
- Client: PwsClientDetail [1]
- FullDetailFlag: Boolean
- ParentClientClearFlag: Boolean
Request Elements
Element | Data Type | Required? | Default | Description |
---|---|---|---|---|
Common Input | Common Input | |||
Client | PwsClientDetail [1] | |||
FullDetailFlag | Boolean | No | false | Valid values include "true" or "false". If set to "true" include full detailed client element in response |
ParentClientClearFlag | Boolean | No | false | Valid value include "true" or "false". If set to "true" null out parent client |
Usage Example(s)
Example 01
<pws:PwsSaveClient> <pws:serviceRequest> <!--req:RequestId>?</req:RequestId--> <req:SessionTicket>Aady1vgVOrPvyLyS0V0bhw==</req:SessionTicket> <req:Client> <!--ClientId>?</ClientId--> <!--ClientNumber>?</ClientNumber--> <!--ClientUid>?</ClientUid--> <ClientName>Acme 1000-01</ClientName> <InactiveFlag>false</InactiveFlag> <ParentClientIdentity> <!--ClientId>?</ClientId--> <ClientNumber>C000118</ClientNumber> <!--ClientUid>?</ClientUid--> </ParentClientIdentity> <Address> <AddressLine1>123 Main Street</AddressLine1> <AddressLine2>Suite 100</AddressLine2> <Attention>Jane Smith</Attention> <City>Boston</City> <CompanyName>Acme 1000-01</CompanyName> <Country>USA</Country> <StateOrProvince>MA</StateOrProvince> <ZipOrPostalCode>02114</ZipOrPostalCode> </Address> <BillingCycleIdentity> <!--BillingCycleId>?</BillingCycleId--> <BillingCycleName>Monthly</BillingCycleName> <!--BillingCycleUid>?</BillingCycleUid--> </BillingCycleIdentity> <BillingInstructions>Bill on the last day of the month</BillingInstructions> <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>?</InvoiceTemplateId--> <InvoiceTemplateName>A200</InvoiceTemplateName> <!--InvoiceTemplateUid>?</InvoiceTemplateUid--> </InvoiceTemplateIdentity> <NewClientNumber>C001000</NewClientNumber> <PaymentTermIdentity> <!--PaymentTermId>?</PaymentTermId--> <PaymentTermName>Net 60</PaymentTermName> <!--PaymentTermUid>?</PaymentTermUid--> </PaymentTermIdentity> <PurchaseOrderNumber>C001000</PurchaseOrderNumber> <StandardBillingAdjustedDiscountPercent>0</StandardBillingAdjustedDiscountPercent> <StandardContractDiscountPercent>0</StandardContractDiscountPercent> <StandardRateCardIdentity> <!--RateCardId>?</RateCardId--> <RateCardName>USA Rate Card</RateCardName> <RateCardType>R</RateCardType> <!--RateCardUid>?</RateCardUid--> </StandardRateCardIdentity> <TimeBillingType>H</TimeBillingType> <!--Timestamp>?</Timestamp--> <UserDefinedFields> <PwsUserDefinedFieldDetail> <!--UdfId>?</UdfId--> <UdfName>Account Owner</UdfName> <!--UdfUid>?</UdfUid--> <!--BooleanValue>?</BooleanValue--> <DataType>R</DataType> <!--DateValue>?</DateValue--> <!--IntegerValue>?</IntegerValue--> <ResourceIdentityValue> <ResourceDisplayName>Jack Spratt</ResourceDisplayName> <!--ResourceId>?</ResourceId--> <ResourceReferenceSystemId>E123</ResourceReferenceSystemId> <!--ResourceUid>?</ResourceUid--> </ResourceIdentityValue> <!--TextValue>?</TextValue--> <UdfTreatment>A</UdfTreatment> <!--StoplightValues--> <!--PwsStoplightValue--> <!--AsOfDate>?</AsOfDate--> <!--SortOrder>?</SortOrder--> <!--/PwsStoplightValue--> <!--/StoplightValues--> <!--NumericValue>?</NumericValue--> <!--RelationValue--> <!--CodeValue>?</CodeValue--> <!--TextValue>?</TextValue--> <!--UidValue>?</UidValue--> <!--/RelationValue--> </PwsUserDefinedFieldDetail> </UserDefinedFields> <InheritInvoiceEmailSettingsFlag>false</InheritInvoiceEmailSettingsFlag> <InvoiceEmailSettings> <EmailFromUserIdentity> <UserDisplayName>Bettina Borces</UserDisplayName> <!--UserId>?</UserId--> <UserReferenceSystemId>Partner - 01</UserReferenceSystemId> <!--UserUid>?</UserUid--> </EmailFromUserIdentity> <EmailInvoiceTemplateIdentity> <!--InvoiceTemplateId>?</InvoiceTemplateId--> <InvoiceTemplateName>E004</InvoiceTemplateName> <!--InvoiceTemplateUid>?</InvoiceTemplateUid--> </EmailInvoiceTemplateIdentity> <InvoiceEmailEnabledFlag>false</InvoiceEmailEnabledFlag> <InvoiceEmailType>P</InvoiceEmailType> <Recipients> <PwsInvoiceEmailRecipient> <RecipientType>T</RecipientType> <UserIdentity> <UserDisplayName>Jane Doe</UserDisplayName> <!--UserId>?</UserId--> <UserReferenceSystemId>E124</UserReferenceSystemId> <!--UserUid>?</UserUid--> </UserIdentity> </PwsInvoiceEmailRecipient> </Recipients> </InvoiceEmailSettings> <InheritRenderReceiptsFlag>false</InheritRenderReceiptsFlag> <RenderReceiptsFlag>false</RenderReceiptsFlag> <AutoApplyAvailableBalanceFlag>false</AutoApplyAvailableBalanceFlag> <InheritAutoApplyAvailableBalanceFlag>false</InheritAutoApplyAvailableBalanceFlag> <InheritTaxTypesFlag>false</InheritTaxTypesFlag> <TaxType1Identity> <TaxTypeCode>VAT</TaxTypeCode> <!--TaxTypeId>?</TaxTypeId--> <!--TaxTypeUid>?</TaxTypeUid--> </TaxType1Identity> <!--TaxType2Identity--> <!--TaxTypeCode>?</TaxTypeCode--> <!--TaxTypeId>?</TaxTypeId--> <!--TaxTypeUid>?</TaxTypeUid--> <!--/TaxType2Identity--> <!--TaxType3Identity--> <!--TaxTypeCode>?</TaxTypeCode--> <!--TaxTypeId>?</TaxTypeId--> <!--TaxTypeUid>?</TaxTypeUid--> <!--/TaxType3Identity--> </req:Client> <req:FullDetailFlag>true</req:FullDetailFlag> <req:ParentClientClearFlag>false</req:ParentClientClearFlag> </pws:serviceRequest> </pws:PwsSaveClient>