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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>
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