CreateProjectItem

Description

Create billing request. Billing request is used as a source for creating new invoice. That invoice can be created manually from Billing Invoices, using Draft Invoice generation or using one-off function CreateInvoicesFromItems. 

Important Parameters

amount

Unit price to be charged

billingDate

Date, in which the Billing Request will become valid for invoicing.

billingStatus

0 .. Sales Items (representing Deal Value)

1 .. Pending

2 .. For Approval (Sales Order may be generated here)

3 .. Approved by manager (Invoice may be generated here, only users with Authorize rights to project may approve billing items)

4 .. Billed
5 .. Approved by client

6 .. Postponed

7 .. Canceled

999 .. Installed technology project items // will be canceled

type

1 .. sales items or billing items

2 .. auto-generated time sheet item

3 .. installed technology

catalogPrice

Price before any discounts (also referred as Recommended Price, Price List Price, ...). The original price, from which discount is calculated.

item

Product ID

name

Main title of the Billing Request

note

Description of Billing Request

purchasePrice

Unit price for which the goods is purchased

quantity

Pcs to be charged per Unit Price

folder

Customer folder ID

totalAmount

qty * amount

totalAmountWithVat

totalAmount + VAT

vatValue

VAT rate in numbers

ratio

fixed value (100) = 100% (used only in sales opportunity/deal to evaluate probability of the item in the sales basket)

project

Project ID, where the Billing Request will be created.

Request Example

CreateProjectItem (item.wsdl) Request

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:wsdl="http://atollon.com/enterprise/wsdl">
<soapenv:Header/>
<soapenv:Body>
<wsdl:CreateProjectItem>
<server>acme</server>
<session>6A941A9BC9EBEFAF585A4B936AA958755B1C85E2BD04</session>
<ITEM>
<amount>1234</amount>
<billingDate>2020-05-14T00:00:00</billingDate>
<billingStatus>3</billingStatus>
<totalQuantity>5</totalQuantity>
<catalogPrice>190</catalogPrice>
<currency>CZK</currency>
<item>133629101</item>
<name>AAA Batteries</name>
<project>139704101</project>
<purchasePrice>130</purchasePrice>
<quantity>5</quantity>
<totalAmount>6170</totalAmount>
<totalAmountWithVat>6787</totalAmountWithVat>
<vatValue>10</vatValue>
<ratio>100</ratio>
</ITEM>
</wsdl:CreateProjectItem>
</soapenv:Body>
</soapenv:Envelope>

CreateProjectItem Response

<ns0:Envelope xmlns:ns0="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://atollon.com/enterprise/wsdl">
<ns0:Body>
<ns1:CreateProjectItemResponse>
<result>OK</result>
<time>0.01379299</time>
<count>0</count>
<itemId>139721101</itemId>
</ns1:CreateProjectItemResponse>
</ns0:Body>
</ns0:Envelope>