CreateProjectItem

Description

Create recurring billing request.request. Recurring billingBilling request is used to instruct the server to create individual instance of Billing Request, which isas a source for creating new invoice. That invoice can be created manually from Billing Invoices, using Draft Invoice creation.generation or using one-off function CreateInvoicesFromItems. 

Important Parameters

amount	Unit price to be charged
billingDate	Sample date,Date, in which the Billing Request will bebecome used as a datevalid for invoicing.
billingStatus	1 .. Pending 2 .. For Approval (Sales Order may be generated here) 3 .. To Be Invoiced (Invoice may be generated here)
totalQuantity	Pcs to be charged per Unit price after free Qty is reduced
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 future Billing Request
note	Future descriptionDescription of Billing Request
purchasePrice	Unit price for which the goods is purchased
Quantityquantity	Pcs to be charged per Unit Price
folder	Customer folder ID
totalAmount	total 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)
taxationDateproject	Date relative to Billing Date, in which you may decide to put the transaction into current / previous / next periods. Put any date close to Billing Date (ie any day in the same/previous month)
isModelItem	1
validFrom	Date, from which the rule becomes active. Difference of dates between validFrom and billingDate is important. Item generated in validFrom = today should have billingDate today + 1 year, in case the first next fee is paid after one year of using the service.
validTo	Expiration date
destinationProject	Target Project ID, where the Billing Request will be created.
billingFrequency	2 .. yearly 4 .. quarterly 6 .. monthly 8 .. weekly 10 .. daily

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>