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Type | Description | Extra Parameters* | Searchable | Results | |||||||||
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CHARGE_CATALOG | Get available Charge Catalogs | Yes | Charger Catalog Results
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CONTACTS | Get available Contacts | CTYPE - Type of contact. Example: "worker" | Yes | Contacts Results
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DEPTHIER | Get available Departments | No | Departmental Hierarchy Results
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*Postscript note: The value ‘gla_item_n’ represents any additional GLA Components a specific installation may have where 'n' is a sequential number starting at 2 and incrementing by 1 for each additional GLA Component. The necessity to provide each additional Component also depends on your installation of PCR-360. If Users have any questions about how many GLA Components their system has and if the Components are Required, please contact your System Administrator.
Results
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If the request is successful, the RECID of the GLA will be returned as follows:
In the above example, '58337' represents the returned RECID. |
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Field | Required | Data Type | Options | Default | Notes |
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type | Yes | String | CHARGES | This is Required when interacting with GLA Charges | |
recid | No* | Integer | *Conditionally Required if attempting to UPDATE a GLA Charge. RECID column from GLA_CHARGES table. | ||
gla | Yes | Integer | RECID of the GLA for this Charge. | ||
charge_catalog_recid | Yes | Integer | Charge Catalog RECID for this Charge. | ||
prorate | No | Integer | 1 or 0 | 0 | 1 = Prorate, 0 = Do not Prorate. Only allowed if BILL_MRC_CHANGE_FORCE_PRORATE config option is false. |
description | No | String | Description of the Charge. | ||
amount | No | Decimal | Will be used if Charge Catalog does not have a Default Amount set. | ||
quantity | No | Integer | The quantity of Charge to be applied. Only allowed if Charge Catalog allows it. | ||
start_date | No | String | MRC ARC | The Start Date of a Charge. YYYY-MM-DD format. Other formats may give unexpected results. Used for Monthly Recurring Charges and Alternate Recurring Charges. | |
stop_date | No | String | MRC ARC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Monthly Recurring Charges and Alternate Recurring Charges. | |
recurring_date | No | String | ARC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Alternate Recurring Charges. | |
transaction_date | No | String | NRC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Non-Recurring Charges. | |
billing_group | No | Integer | RECID of the Billing Group, if applicable. | ||
owner_type | Yes | String | 'Contact' or 'Department' | Type of Owner of the Charge. | |
owner | Yes | Integer | Contact, Department Hierarchy | RECID of the Owner. | |
override_amount | No | Decimal | Amount to override the default amount with, if applicable. | ||
effective | No | String | today, backdate | today | Effective flag for the charge being added/stopped. if set to any value other than listed, "today" will be assumed by the API. Alternate Recurring Charges (Quarterly, Semi-Annual, and Annual), when updated will always use backdate as the Effective Date. |
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- Charge Catalog restrictions are not violated
- Error if the amount is provided and the Catalog does not allow overrides
- Error if quantity provided for non/quantity Catalogs, also checks for whole numbers/fractional and errors is a fraction
- Verify Service is billable when adding a Charge
- Verify there exists an expense GLA that matches the Charge Catalog Expense Type
- Monthly Recurring Charges
- start_date is required for new charge
- error if stop_date is provided for billing complete charges
- error if stop_date is earlier than start_date
- Non-Recurrring Charges
- transaction_date is required for new charge
- error if stop_date is provided
- Alternate Recurring Charges (Annual, Semi-Anual, Quarterly)
- start_date is required for new charge
- recurring_date is required for new charge
- error if stop_date is provided for billing complete charges
Results
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If the request is successful, the RECID of the GLA Charge will be returned as follows:
In the above example, '2342' represents the returned RECID. |
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