InvoiceChangeQuery has been modified to include additional information, including,
· whether the “invoice” is a quote or invoice (IsSaleEst)
· the Sale Type for each item on the invoice (SaleType)
False |
Invoice |
True |
Quote |
AGRPB |
Agreement periodic billing line item |
AGRNEW |
Line item for sale of new agreement |
AGRREN |
Line item for sale of a renewal agreement |
AGRVST |
Line item for agreement visit performed |
DISC |
Discount |
{user-defined} |
Values can also include any number of additional user-defined Sale Types codes |
Here is a request/response example. Additions are highlighted in yellow.
<SessionRequest Version="string" SessionID="{7588E489-7E99-4F68-A3C8-F3E86BD92241}" RequestID="string">
<InvoiceChangeQuery Filter="string" Max="string" OrderBy="string" StyleNo="string" StyleOptions="string" PageSize="string" PageNo="string">
<ChangedSince>dateTime</ChangedSince>
</InvoiceChangeQuery>
</SessionRequest>
<?xml version="1.0"?>
<InvoiceChangeQueryData RequestID="string">
<InvoiceChangeQueryRecord>
<InvoiceID>integer</InvoiceID>
<InvoiceDate>dateTime</InvoiceDate>
<BillingAccountID>integer</BillingAccountID>
<LocationID>integer</LocationID>
<InvoiceNo>string(10)</InvoiceNo>
<JobNo>string(10)</JobNo>
<JobClass>string(15)</JobClass>
<JobType>string(6)</JobType>
<JobLeadSource>string(6)</JobLeadSource>
<JobLeadSourceType>string(16)</JobLeadSourceType>
<JobDepartment>string(2)</JobDepartment>
<InvoiceDepartment>string(2)</InvoiceDepartment>
<InvoiceSubTotal>float</InvoiceSubTotal>
<InvoiceTotalAmount>float</InvoiceTotalAmount>
<InvoiceNetBalance>float</InvoiceNetBalance>
< IsSaleEst >boolean</IsSaleEst>
<dsInvoiceChangeItemList>
<dsInvoiceChangeItem>
<InvoiceID>integer</InvoiceID>
<ItemNumber>string(15)</ItemNumber>
<Quantity>float</Quantity>
<UnitPrice>float</UnitPrice>
<TotalSale>float</TotalSale>
<DiscountAmount>float</DiscountAmount>
<TotalAfterDiscount>float</TotalAfterDiscount>
<ChargeTo>string(1)</ChargeTo>
<SaleType>string(6)</SaleType>
</dsInvoiceChangeItem>
</dsInvoiceChangeItemList>
</InvoiceChangeQueryRecord>
</InvoiceChangeQueryData>