(v1) .GLA API Calls v2019.5
Reading Data
In an effort to make the PCR-360 API more flexible, PCR has made the decision to no longer create individual endpoints for all the different data types. Instead, PCR is encouraging Users to use the SQL endpoint with a structured SELECT statement to retrieve exactly the data you want. Please see the SQL endpoint documentation for more information.
Example SELECT query for retrieving GLAs and their Components:
SELECT * FROM V_GLA_COMP_COMB_ADMIN;
Lists
When doing an INSERT or UPDATE for GLA records, it is sometimes necessary to provide values that exist elsewhere in the system. The LIST method can help to retrieve available options for these values. Below is how to make a LIST request:
GET http://DOMAIN/api/API_KEY/gla.OUTPUT?LIST=LISTTYPE
Searchable
If a LISTTYPE is designated as searchable in the table below, adding the "SEARCH" param will return values that contain the provided value.
GET http://DOMAIN/api/API_KEY/gla.OUTPUT?LIST=LISTTYPE&SEARCH=test
Parameter | Replace With |
---|---|
LISTTYPE | The type of List to be retrieved. Types can be found below. |
List Types
Type | Description | Extra Parameters* | Searchable | Results |
---|---|---|---|---|
CHARGE_CATALOG | Get available Charge Catalogs | Yes | Charger Catalog Results | |
CONTACTS | Get available Contacts | CTYPE - Type of contact. Example: "worker" | Yes | Contacts Results |
DEPTHIER | Get available Departments | No | Departmental Hierarchy Results |
Writing GLAs
GLAs can be easily added (INSERT) or updated (UPDATE) through the API. Each installation of PCR-360 can have a different number of GLA Components so this documentation generalizes the information, but knowledge of the specific system's requirements is necessary.
It is important to note that GLA Components can be added, but they CANNOT be updated via the API. When updating a GLA via the API, the request is limited to everything in the table below except the Component fields that begin with 'gla_item_'.
GLA Endpoint
http://DOMAIN/api/API_KEY/gla.OUTPUT
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
recid | Conditionally* | Integer | *Required if attempting UPDATE on GLA | ||
ledger | No | Integer | 1 or 0 | 0 | 1 = Yes, 0 = No |
status | No | Integer | 1 or 0 | 1 | 1 = Active, 0 = Inactive |
speed_code | No | String | Speed Code of the GLA | ||
description | No | String | Description of the GLA | ||
format | Yes | String | System Specific | Name of the Format of the GLA | |
revenue | Conditionally* | Integer | 1 or 0 | 0 | 1 = marks GLA as Revenue / *Requirement: Either 'revenue', 'expense', or 'both' need to be set to '1'. |
expense | Conditionally* | Integer | 1 or 0 | 0 | 1 = marks GLA as Expense / *Requirement: Either 'revenue', 'expense', or 'both' need to be set to '1'. |
taxable | No | Integer | 1 or 0 | 0 | 1 = marks the GLA as taxable |
gla_item_1 | Yes | String | The first component of the GLA | ||
gla_item_n | System specific* | String | See postscript note |
*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
GLA Charges
GLA Endpoint
http://DOMAIN/api/API_KEY/gla.OUTPUT
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
type | Yes | String | CHARGES | This is REQUIRED when interacting with GLA Charges | |
recid | Conditionally* | Integer | *Required if attempting to UPDATE a GLA Charge | ||
gla | Yes | Integer | RECID of the GLA for this Charge | ||
catalog | Yes | Integer | Charge Catalog RECID for this Charge | ||
prorate | Yes | Integer | 1 or 0 | 0 | 1 = Prorate, 0 = Do not Prorate |
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 | ||
billing_group | No | Integer | RECID of the Billing Group, if applicable | ||
owner_type | No | String | 'Contact' or 'Department' | Type of Owner of the Charge | |
owner | Conditionally | Integer | Contact, Department Hierarchy | RECID of the Owner, *Required if the "owner_type" is provided. | |
override_amount | No | Decimal | Amount to override the default amount with, if applicable. | ||
stop_date | no | String | The Date the Recurring Charge should stop on. YYYY-MM-DD format. | ||
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. |
Results
Locating GLA Data
Within PCR-360, these menu options list a variety of Grids that can be used to help locate any of the required fields.
- Main > Catalog > G/L Accounts (GLA)
- Admin > Billing
- Specifically: Billing Group and Object Codes
Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242