(2024.2) GLA API Calls

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:

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:

Searchable

If a LISTTYPE is designated as searchable in the table below, adding the "SEARCH" param will return values that contain the provided value.

List Types

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

Available Fields

*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

Available Fields

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