SWAPI – Job Summary

SWAPI – Agreement Visit Values. 1

AssignmentListQueryResponse, AssignmentQueryResponse, LocationQueryResponse

For agreement visits, added amounts for ValuePreviouslyBilled and TotalValue (highlighted below).

 

<?xml version="1.0"?>

<LocationQueryData RequestID="string">

  <LocationQueryRecord>

    <HasActiveAgreement>boolean</HasActiveAgreement>

    <HasActiveWarranty>boolean</HasActiveWarranty>

    <LocationID>integer</LocationID>

    <CompanyName>string(35)</CompanyName>

    <CustTitle>string(12)</CustTitle>

    <FirstName>string(25)</FirstName>

    <LastName>string(35)</LastName>

    <Address1>string(35)</Address1>

    <Address2>string(35)</Address2>

    <City>string(20)</City>

    <State>string(2)</State>

    <Zip>string(10)</Zip>

    <Phone1>string(12)</Phone1>

    <Phone1Ext>string(6)</Phone1Ext>

    <LocationType>string(6)</LocationType>

    <EmailAddress>string(150)</EmailAddress>

    <Contact>string(40)</Contact>

    <Priority>boolean</Priority>

    <Zone>string(6)</Zone>

    <TaxCode>string(6)</TaxCode>

    <OpenJobCount>integer</OpenJobCount>

    <OwnerOccupied>boolean</OwnerOccupied>

    <HasInstalledEq>boolean</HasInstalledEq>

    <LastAgreeDate>dateTime</LastAgreeDate>

    <LastWarrantyDate>dateTime</LastWarrantyDate>

    <HasPerpetualAgree>boolean</HasPerpetualAgree>

    <HasRenewal>boolean</HasRenewal>

    <PreferredTech>string(6)</PreferredTech>

    <Directions>string</Directions>

    <Notes>string</Notes>

    <AR_BIllingCustomerID>integer</AR_BIllingCustomerID>

    <Phone2>string(12)</Phone2>

    <Phone2Ext>string(6)</Phone2Ext>

    <OpenMarketingCount>integer</OpenMarketingCount>

    <OpenRecommendCount>integer</OpenRecommendCount>

    <LastAgreeType>string(10)</LastAgreeType>

    <LastTerminated>boolean</LastTerminated>

    <NextVisitMonth>short</NextVisitMonth>

    <NextVisitYear>short</NextVisitYear>

    <LeadSource>string(6)</LeadSource>

    <ReferralComment>string(65)</ReferralComment>

    <LocationTypeDesc>string(30)</LocationTypeDesc>

    <ZoneDesc>string(30)</ZoneDesc>

    <TaxCodeDesc>string(30)</TaxCodeDesc>

    <LeadSourceDesc>string(30)</LeadSourceDesc>

    <LastAgreeTypeDesc>string(30)</LastAgreeTypeDesc>

    <LastName2>string(35)</LastName2>

    <FirstName2>string(25)</FirstName2>

    <Phone3>string(12)</Phone3>

    <Phone3Ext>string(6)</Phone3Ext>

    <Phone4>string(12)</Phone4>

    <Phone4Ext>string(6)</Phone4Ext>

    <CustTitle2>string(12)</CustTitle2>

    <ContractNo>string(20)</ContractNo>

    <ContractAR_BillingCustomerID>integer</ContractAR_BillingCustomerID>

    <LeadSourceType>string(16)</LeadSourceType>

    <ContractComment>string(255)</ContractComment>

    <dsLocationLinkList>

      <dsLocationLink>

        <LocationAltBillingCustID>integer</LocationAltBillingCustID>

        <LocationID>integer</LocationID>

        <AR_BillingCustomerID>integer</AR_BillingCustomerID>

        <IsAuthorized>boolean</IsAuthorized>

        <AuthorizedBy>string(10)</AuthorizedBy>

        <CCAccount>boolean</CCAccount>

        <dsAccountInfoList>

          <dsAccountInfo>

            <LocationID>integer</LocationID>

            <CCAccount>boolean</CCAccount>

            <IsAuthorized>boolean</IsAuthorized>

            <AuthorizedBy>string(10)</AuthorizedBy>

            <AR_BillingCustomerID>integer</AR_BillingCustomerID>

            <BillingCustomerID>string(10)</BillingCustomerID>

            <CompanyName>string(35)</CompanyName>

            <CustTitle>string(12)</CustTitle>

            <FirstName>string(25)</FirstName>

            <LastName>string(35)</LastName>

            <Address1>string(35)</Address1>

            <Address2>string(35)</Address2>

            <City>string(20)</City>

            <State>string(2)</State>

            <Zip>string(10)</Zip>

            <Phone1>string(12)</Phone1>

            <Phone1Ext>string(6)</Phone1Ext>

            <Phone2>string(12)</Phone2>

            <Phone2Ext>string(6)</Phone2Ext>

            <CellPhone>string(12)</CellPhone>

            <FaxPhone>string(12)</FaxPhone>

            <EmailAddress>string(150)</EmailAddress>

            <ServiceContact>string(40)</ServiceContact>

            <IsGeneral>boolean</IsGeneral>

            <CustomerRating>string(6)</CustomerRating>

            <CurrentBalance>float</CurrentBalance>

            <DepositOnAccount>float</DepositOnAccount>

            <CCLocationID>integer</CCLocationID>

            <Comments>string</Comments>

            <CustomerRatingDesc>string(30)</CustomerRatingDesc>

            <FirstName2>string(25)</FirstName2>

            <LastName2>string(35)</LastName2>

            <CustTitle2>string(12)</CustTitle2>

            <IsName2InAddress>boolean</IsName2InAddress>

            <Phone3>string(12)</Phone3>

            <Phone3Ext>string(6)</Phone3Ext>

            <Phone4>string(12)</Phone4>

            <Phone4Ext>string(6)</Phone4Ext>

            <NoEmail>boolean</NoEmail>

          </dsAccountInfo>

        </dsAccountInfoList>

      </dsLocationLink>

    </dsLocationLinkList>

    <dsLocationContractPlanTypeList>

      <dsLocationContractPlanType>

        <LocationContractPlanTypeID>integer</LocationContractPlanTypeID>

        <LocationID>integer</LocationID>

        <ContractPlanType>string(10)</ContractPlanType>

        <ContractPlanTypeDesc>string(50)</ContractPlanTypeDesc>

        <Systems>integer</Systems>

      </dsLocationContractPlanType>

    </dsLocationContractPlanTypeList>

    <dsRecommendList>

      <dsRecommend>

        <CM_OpportunityID>integer</CM_OpportunityID>

        <LocationID>integer</LocationID>

        <OpportunityCode>string(10)</OpportunityCode>

        <OpDate>dateTime</OpDate>

        <ReferredBy>string(6)</ReferredBy>

        <IsNotified>boolean</IsNotified>

        <IsDone>boolean</IsDone>

        <OppNote>string</OppNote>

        <OpportunityCodeDesc>string(30)</OpportunityCodeDesc>

      </dsRecommend>

    </dsRecommendList>

    <dsMktgList>

      <dsMktg>

        <CM_MktgListID>integer</CM_MktgListID>

        <LocationID>integer</LocationID>

        <AR_BillingCustomerID>integer</AR_BillingCustomerID>

        <MktgListName>string(30)</MktgListName>

        <MktgListDescription>string</MktgListDescription>

        <ReportName>string(30)</ReportName>

        <OpportunityCode>string(12)</OpportunityCode>

        <UserName>string(10)</UserName>

        <CreationDate>dateTime</CreationDate>

        <ExportFile>string(50)</ExportFile>

      </dsMktg>

    </dsMktgList>

    <dsAgreeList>

      <dsAgree>

        <Status>string(10)</Status>

        <AgreementID>integer</AgreementID>

        <AgreementNumber>string(10)</AgreementNumber>

        <AgreementType>string(10)</AgreementType>

        <DiscountType>string(6)</DiscountType>

        <DiscountPct>short</DiscountPct>

        <StartDate>dateTime</StartDate>

        <EndDate>dateTime</EndDate>

        <Perpetual>boolean</Perpetual>

        <IsActivated>boolean</IsActivated>

        <IsFulfilled>boolean</IsFulfilled>

        <IsTerminated>boolean</IsTerminated>

        <IsCanceled>boolean</IsCanceled>

        <NextVisitMonth>integer</NextVisitMonth>

        <NextVisitYear>integer</NextVisitYear>

        <TaxBill>boolean</TaxBill>

        <AgreementTypeDesc>string(30)</AgreementTypeDesc>

        <DiscountTypeDesc>string(30)</DiscountTypeDesc>

        <RenewalCreated>boolean</RenewalCreated>

        <OriginalReserve>float</OriginalReserve>

        <ReserveCharges>float</ReserveCharges>

        <dsVisitList>

          <dsVisit>

            <AgreementVisitID>integer</AgreementVisitID>

            <ActualYear>short</ActualYear>

            <ActualMonth>short</ActualMonth>

            <VisitType>string(6)</VisitType>

            <VisitPrice>float</VisitPrice>

            <Notes>string</Notes>

            <VisitTypeDesc>string(30)</VisitTypeDesc>

            <VisitInvoiced>boolean</VisitInvoiced>

            <InvoiceID>integer</InvoiceID>

            <InvoiceItemID>integer</InvoiceItemID>

            <VisitCanceled>boolean</VisitCanceled>

            <CanceledDate>dateTime</CanceledDate>

            <CanceledNote>string(30)</CanceledNote>

            <ValuePreviouslyBilled>float</ValuePreviouslyBilled>

            <TotalValue>float</TotalValue>

          </dsVisit>

        </dsVisitList>

        <dsAgrEquipList>

          <dsAgrEquip>

            <Age>integer</Age>

            <AgreementCoverageUnitID>integer</AgreementCoverageUnitID>

            <LocationUnitID>integer</LocationUnitID>

            <LocationID>integer</LocationID>

            <UnitType>string(6)</UnitType>

            <Manufacturer>string(6)</Manufacturer>

            <ModelNo>string(20)</ModelNo>

            <SerialNo>string(20)</SerialNo>

            <Location>string(20)</Location>

            <YearInstalled>integer</YearInstalled>

            <InstalledByUs>boolean</InstalledByUs>

            <OutOfService>boolean</OutOfService>

            <UnitTypeDesc>string(30)</UnitTypeDesc>

            <ManufacturerDesc>string(30)</ManufacturerDesc>

            <EqSystem>string(25)</EqSystem>

          </dsAgrEquip>

        </dsAgrEquipList>

      </dsAgree>

    </dsAgreeList>

    <dsEquipList>

      <dsEquip>

        <Age>integer</Age>

        <LocationUnitID>integer</LocationUnitID>

        <LocationID>integer</LocationID>

        <UnitType>string(6)</UnitType>

        <Manufacturer>string(6)</Manufacturer>

        <ModelNo>string(20)</ModelNo>

        <SerialNo>string(20)</SerialNo>

        <FilterSize>string(12)</FilterSize>

        <NumberOfFilters>short</NumberOfFilters>

        <Location>string(20)</Location>

        <YearInstalled>integer</YearInstalled>

        <InstalledByUs>boolean</InstalledByUs>

        <LastServiceDate>dateTime</LastServiceDate>

        <LastServiceBy>string(6)</LastServiceBy>

        <LastCallType>string(6)</LastCallType>

        <OutOfService>boolean</OutOfService>

        <UnitTypeDesc>string(30)</UnitTypeDesc>

        <ManufacturerDesc>string(30)</ManufacturerDesc>

        <EqSystem>string(25)</EqSystem>

        <dsWarList>

          <dsWar>

            <WarrantyID>integer</WarrantyID>

            <WarrantyType>string(15)</WarrantyType>

            <LaborEndDate>dateTime</LaborEndDate>

            <PartsEndDate>dateTime</PartsEndDate>

            <IsInHouse>boolean</IsInHouse>

            <Vendor>string(15)</Vendor>

            <WarrantyTypeDesc>string(30)</WarrantyTypeDesc>

            <WarrantyNo>string(20)</WarrantyNo>

          </dsWar>

        </dsWarList>

      </dsEquip>

    </dsEquipList>

    <dsHistoryList>

      <dsHistory>

        <ProgressText>string(12)</ProgressText>

        <ProgressAbbrev>string(3)</ProgressAbbrev>

        <InvoiceID>integer</InvoiceID>

        <InvoiceNo>string(10)</InvoiceNo>

        <InvoiceDate>dateTime</InvoiceDate>

        <LocationID>integer</LocationID>

        <TotalAmount>float</TotalAmount>

        <IsPosted>integer</IsPosted>

        <Canceled>integer</Canceled>

        <WorkDone>string</WorkDone>

        <WorkSuggested>string</WorkSuggested>

        <JobID>integer</JobID>

        <JobNo>string(10)</JobNo>

        <Department>string(2)</Department>

        <JobClass>string(30)</JobClass>

        <JobType>string(10)</JobType>

        <StartDate>dateTime</StartDate>

        <EndDate>dateTime</EndDate>

        <Status>string(6)</Status>

        <Progress>integer</Progress>

        <IsSaleEst>integer</IsSaleEst>

        <PrimaryEmp>string(6)</PrimaryEmp>

        <CustomerPONum>string(12)</CustomerPONum>

        <ClaimNo>string(10)</ClaimNo>

        <ContractNo>string(20)</ContractNo>

        <Scheduled>dateTime</Scheduled>

        <Instructions>string</Instructions>

        <DepartmentDesc>string(30)</DepartmentDesc>

        <JobTypeDesc>string(30)</JobTypeDesc>

        <StatusDesc>string(30)</StatusDesc>

      </dsHistory>

    </dsHistoryList>

  </LocationQueryRecord>

</LocationQueryData>