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

Using POST Calls

POST requests will ignore parameters supplied as a query string and need any additional parameters in the request Body.
To configure the number of Pages/Results returned by the API (this is most useful for the SQL Endpoint), you can send these as additional Parameter's in the Body.
Parameter
Data Type
Default
Description
limit
Interger
20
Number of listings to show.
page
Interger
1
Page number to show.
API fields are not case sensitive, and will always be returned in the lower case format.

UDF parameters are all lower case when processed by PCR-360. Since Organizations can create their own UDF fields, the generic use of IDENTIFIER is used as a placeholder for actual UDF Identifiers.

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	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	Reading GLAs		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.

Charge Validations

The following checks are made by the API when adding a Charge:

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

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

.GLA API Calls v2019.1

.GLA API Calls v2019.5

.GLA API Calls v2020.3

.GLA API Calls v2020.4

.GLA API Calls v2021.3

.GLA API Calls v2022.1

.GLA API Calls v2.1.4.7

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