System Integration API
Reference Manual

1 Response Formats

Response Status Code	Comments
200	When doing any type of request a response of 200 indicates success
400	This is generally a validation warning or a business rule failure. Code may be provided to deal with special situations but can generally be ignored. { “Error”: { “Code”: “”, “Message”: { “Value”: “For Rest Api Vendor, the property ‘Name’ is required.” } } }
404	Returned in conjunction with a GET Detail request or an update request where the requested entity is no longer available
500	An unexpected situation occurred. A notification will be sent to 4castplus support for resolution. { “Error”: { “Code”: null, “Message”: { “Value”: “There was an internal server error. Administrator has been notified.” } } }
503	Server down for maintenance

2 Session

Information	Detail
Login	POST https://base/api/login
Logoff	POST https://base/api/logoff

Sample Login Request

{

“Account”: “yourcompaniesname”,

“UserName”: “youremail”,

“Password”: “yourpassword”

}

Sample Login Response

{

“SessionId”: “SESSIONID”,

“Account”: “ACCOUNT NAME”,

“UserName”: “USERNAME”,

“ExpiresOn”: “WHENSESSIONEXPIRES”

}

Each subsequent request must contain the above sessionId either as a url parameter, or a cookie.

Base/api/action?_s=sessionId

Cookie _ACCOUNT_SESSION_ID_

3 Division

Information	Detail
List	GET https://base/api/divisions

Field	Type	Comments
Id	Integer
Name	Text(256)	Required
Code	Text(50)	Required
BusinessIdentifier	Text(50)
Active	Bool

4 Payment Terms

Information	Detail
List	GET https://base/api/paymentTerms

Field	Type	Comments
Id	Integer
Name	Text(50)	Required
Code	Text(50)
Active	Bool

5 Labor

Information	Detail
Detail	GET https://base/api/labor(laborId)
List	GET https://base/api/labor
	For the List Operation a filter can be supplied for ModifiedOn and CreatedOn labor?$filter=ModifiedOn gt 2010-01-01T00:00:00

Field	Type	Comments
Id	Integer
EmployeeId	Text(40)	Required
Email	Text(255)
FirstName	Text(300)	Required
LastName	Text(50)	Required
PreferredName	Text(100)
CostCode	Text(50)
ResourceCode	Text(50)
AddressLine1	Text(255)
AddressLine2	Text(255)
City	Text(120)
Province	Text(120)
PostalCode	Text(50)
Country	Text(120)
PhoneNumber	Text(50)
HiredOn	Date	Required
IsContractor	Bool
DepartmentName	Text(100)
IncludeInPayroll	Bool
LicenseProfile	Text(50)	Required
TerminatedOn	Date
IsActive	Bool
InactiveOn	DateTime
SupervisorName	Labor.Supervisor	Required
Supervisor.EmployeeId	Text(40)	Required
Supervisor.FirstName	Text(50)	Required
Supervisor.LastName	Text(300)	Required
Supervisor.CostCode	Text(50)
OvertimeCalculation	Text(50)
MinimumRequiredHoursPerWeek	Decimal
MinimumRequiredHoursPerMonday	Decimal
MinimumRequiredHoursPerTuesday	Decimal
MinimumRequiredHoursPerWednesday	Decimal
MinimumRequiredHoursPerThursday	Decimal
MinimumRequiredHoursPerFriday	Decimal
MinimumRequiredHoursPerSaturday	Decimal
MinimumRequiredHoursPerSunday	Decimal
VacationAccrualFrequency	Text(50)
ModifiedOn	DateTime
CreatedOn	DateTime
VacationAccrual	Labor.VacationAccrual
VacationAccrual.EffectiveFrom	Date
VacationAccrual.DaysPerFrequency	Decimal
CostClasses	Labor.CostClass
CostClass.Name	Text(350)
CostClass.CostCode	Text(100)
Properties	Labor.Property
Property.PropertyName	Text(50)
Property.PropertyValue	Text(800)

6 Resource Summary

Information

Detail

List

GET https://base/api/resourceSummaries

For the List Operation a filter can be supplied for ResourceType

labor?$filter=ResourceType eq Labor

Values for ResourceType are Labor, Equipment, Material, LaborExpense, Other, Service

Field	Type	Comments
Id	Integer
ParentId	Integer
ResourceType	Text(50)
Name	Text(350)
ResourceCode	Text(120)
Active	Bool
ResourceClasses	ResourceSummary.ResourceClassSummary
ResourceClassSummary.Id	Integer
ResourceClassSummary.Name	Text(350)
ResourceClassSummary.ResourceClassCategoryId	Integer
ResourceClassSummary.ResourceClassCategoryName	Text(50)
ResourceClassSummary.AccountingCode	Text(150)

7 Vendor

Information	Detail
Detail	GET https://base/api/vendors(vendorId)
List	GET https://base/api/vendors
	For the List Operation a filter can be supplied for VendorCode vendors?$filter=VendorCode eq ‘ABCDE’
Create	POST https://base/api/vendors
Update	PATCH https://base/api/vendors(vendorId)
Delete	DELETE https://base/api/vendors(vendorId)

Field	Type	Comments
Id	Integer
Name	Text(100)	Required
VendorCode	Text(50)	Required
PaymentTerms	Text(50)	DEPRECATED => PaymentTermsName
PaymentTermsName	Text(50)
PaymentTermsCode	Text(50)
Class	Text(50)
DefaultResourceType	Text(50)
Location	Text(40)
PhoneNumber	Text(50)
FaxNumber	Text(50)
Email	Text(60)
Website	Text(60)
Rating	Integer
Approved	Bool	Y or N
Contractor	Bool	One of Contractor or Supplier is required
Supplier	Bool
Active	Bool
Description	Text(255)
Divisions	Division
Division.Id	Integer
Division.Name	Text(256)	Required
Division.Code	Text(50)	Required
Addresses	Address
Address.Id	Integer	Required on update
Address.AddressLine1	Text(255)
Address.City	Text(50)
Address.Province	Text(50)
Address.Country	Text(50)
Address.PostalCode	Text(50)
Address.Primary	Bool	Y or N
Labors	Labor
Labor.Id	Integer	Required
Labor.FirstName	Text(100)	Required
Labor.LastName	Text(50)	Required
Labor.IsSubcontractor	Boolean
Labor.Role	Text(50)
Labor.Email	Text(60)
Labor.PhoneNumber	Text(50)
Labor.FaxNumber	Text(50)
Labor.PrimaryContact	Bool
Labor.Procurement	Bool	Required
Labor.Active	Bool
Labor.Addresses	Address
Labor.Address.Id	Integer	Required on update
Labor.Address.AddressLine1	Text(255)
Labor.Address.City	Text(50)
Labor.Address.Province	Text(50)
Labor.Address.Country	Text(50)
Labor.Address.PostalCode	Text(50)
Labor.Address.Primary	Bool

Create / Update can be done with same format as detail response

Sample Detail Response

{

“Id”: 6,

“Name”: “Vendor 123”,

“VendorCode”: “CODE123”,

“Class”: “Material Classes”,

“DefaultResourceType”: “”,

“Location”: “Location”,

“PhoneNumber”: “123456789”,

“FaxNumber”: “123456789”,

“Email”: “john.doe@smith.com”,

“Website”: null,

“Rating”: 0,

“Approved”: true,

“Contractor”: false,

“Supplier”: true,

“Active”: true,

“Description”: null,

“Divisions”: [],

“Addresses”: [

{

“Id”: -1,

“AddressLine1”: “Address”,

“City”: “City”,

“Province”: “Province”,

“Country”: “Country”,

“PostalCode”: “123456”,

“Primary”: true

}

“Labors”: [

{

“Id”: 429,

“FirstName”: “FirstName “,

“LastName”: “LastName”,

“IsSubcontractor”: false,

“Role”: null,

“Email”: “jane.doe@smith.com”,

“PhoneNumber”: “123456789”,

“FaxNumber”: “123456789”,

“PrimaryContact”: true,

“Procurement”: true,

“Active”: true,

“Addresses”: [

{

“Id”: 227,

“AddressLine1”: “AddressLine1”,

“City”: “City “,

“Province”: “Province “,

“Country”: “Country”,

“PostalCode”: “123456”,

“Primary”: true

}

]

}

]

}

8 Customer

Information	Detail
Detail	GET https://base/api/customers(customerId)
List	GET https://base/api/customers
	For the List Operation a filter can be supplied for CustomerCode customers?$filter=CustomerCode eq ‘ABCDE’
Create	POST https://base/api/customers
Update	PATCH https://base/api/customers(customerId)
Delete	DELETE https://base/api/customers(customerId)

Field	Type	Comments
Id	Integer
Name	Text(60)	Required
CustomerCode	Text(50)	Required
PaymentTermsId	Integer
PaymentTermsName	Text(50)
PhoneNumber	Text(50)
Active	Bool	Y or N
Description	Text(255)
Divisions	Division
Division.Id	Integer
Division.Name	Text(256)	Required
Division.Code	Text(50)	Required
Addresses	Address
Address.Id	Integer	Required on update
Address.ContactName	Text(120)
Address.AddressCode	Text(50)
Address.PhoneNumber	Text(50)
Address.Email	Text(60)
Address.AddressLine1	Text(255)
Address.AddressLine2	Text(255)
Address.City	Text(50)
Address.Province	Text(50)
Address.Country	Text(50)
Address.PostalCode	Text(50)
Address.RemiteTo	Bool
Address.ShipTo	Bool
Address.Active	Bool
Address.Primary	Bool

Create / Update can be done with same format as detail response

Sample Detail Response

{

“Id”: 1011,

“Name”: “Customer123”,

“CustomerCode”: “CODE123”,

“PaymentTermsId”: 6,

“PaymentTermsName”: “Payment 30 Days”,

“PhoneNumber”: “123456789”,

“Active”: true,

“Description”: “”,

“Divisions”: [

{

“Id”: 1,

“Name”: “Division”,

“DivisionCode”: “DC”

}

“Addresses”: [

{

“Id”: 1,

“ContactName”: “Contact 1”,

“AddressCode”: null,

“PhoneNumber”: “123456789”,

“Email”: “”,

“AddressLine1”: “Address”,

“City”: “City”,

“Province”: “Province”,

“Country”: “Country”,

“PostalCode”: “123456”,

“RemitTo”: false,

“ShipTo”: false,

“Active”: true,

“Primary”: false

{

“Id”: 64,

“ContactName”: “Contact 2”,

“AddressCode”: null,

“PhoneNumber”: “123456789”,

“Email”: “”,

“AddressLine1”: “Address”,

“City”: “City”,

“Province”: “Province”,

“Country”: “Country”,

“PostalCode”: “123456”,

“RemitTo”: false,

“ShipTo”: false,

“Active”: false,

“Primary”: true

}

]

}

9 Customer Invoice

Information	Detail
Detail	GET https://base/api/customerInvoices(customerInvoiceId)
List	GET https://base/api/customerInvoices
	For the List Operation a filter can be supplied for ModifiedOn,CreatedOn,Approved,InvoiceNumber customerInvoices?$filter=CreatedOn gt yyyy-MM-ddTHH:mm:ss and Approved eq true customerInvoices?$filter=CreatedOn gt 2019-10-27T12:44:45 and Approved eq true DateTimes are always in UTC

Field	Type	Comments
Id	Integer
DivisionName	Text(50)
DivisionCode	Text(255)
CustomerCode	Text(50)
ProjectCode	Text(50)
ProjectAfePO	Text(100)
FixedPriceBillingMethod	Text(50)
InvoiceNumber	Text(50)	Required
ReferenceCode	Text(50)
InvoiceDescription	Text(2048)
ExportDocumentDate	Date
ExportReferenceNumber	Text(50)
CurrencyCode	Text(50)
InvoiceDate	Date	“YYYY-MM-DD”
InvoiceDueDate	Date	“YYYY-MM-DD”
PaymentTerms	Integer
PreTaxAdjustmentAmount	Decimal
InvoiceAmount	Decimal
QuantityDiscountAmount	Decimal
TotalDiscountAmount	Decimal
PreTaxInvoiceAmount	Decimal
TaxAmount	Decimal
PostTaxAdjustmentAmount	Decimal
TotalInvoiceAmount	Decimal
Exported	Bool
Approved	Bool
ApprovedBy	Text(350)
ApprovedOn	DateTime
ModifiedOn	DateTime
CreatedOn	DateTime
Project	InvoiceProject
InvoiceProject.Id	Integer
InvoiceProject.ProjectCode	Text(50)
InvoiceProject.Properties	InvoiceProjectProperty
InvoiceProjectProperty.PropertyCode	Text(50)
InvoiceProjectProperty.PropertyName	Text(50)
InvoiceProjectProperty.PropertyValue	Text(800)
QuantityDiscounts	InvoiceDiscount
InvoiceDiscount.Name	Text(50)
InvoiceDiscount.Code	Text(50)
InvoiceDiscount.Amount	Decimal
Lines	InvoiceLine
InvoiceLine.Id	Integer
InvoiceLine.ProjectCode	Text(50)
InvoiceLine.BillingType	Text(50)
InvoiceLine.Quantity	Decimal
InvoiceLine.GrossAmount	Decimal
InvoiceLine.DiscountAmount	Decimal
InvoiceLine.TaxAmount	Decimal
InvoiceLine.Total	Decimal
InvoiceLine.AccountingCode	Text(50)
InvoiceLine.BillingCodes	InvoiceBillingCode
InvoiceBillingCode.Name	Text(50)
InvoiceBillingCode.Value	Text(120)
InvoiceLine.Discounts	InvoiceDiscount
InvoiceDiscount.Name	Text(50)
InvoiceDiscount.Code	Text(50)
InvoiceDiscount.Amount	Decimal
InvoiceLine.Taxes	InvoiceLineTax
InvoiceLineTax.TaxCode	Text(50)
InvoiceLineTax.TaxAccountingCode	Text(50)
InvoiceLineTax.TaxPercentage	Decimal
InvoiceLineTax.TaxAmount	Decimal
ProgressLines	ProgressInvoiceLine
ProgressInvoiceLine.Id	Integer
ProgressInvoiceLine.ProjectCode	Text(50)
ProgressInvoiceLine.Wbs	Text(50)
ProgressInvoiceLine.BillingType	Text(50)
ProgressInvoiceLine.GrossAmount	Decimal
ProgressInvoiceLine.DiscountAmount	Decimal
ProgressInvoiceLine.TaxAmount	Decimal
ProgressInvoiceLine.Total	Decimal
ProgressInvoiceLine.BillingCodes	InvoiceBillingCode
ProgressInvoiceLine.Name	Text(50)
ProgressInvoiceLine.Value	Text(120)
ProgressInvoiceLine.Discounts	InvoiceDiscount
InvoiceDiscount.Name	Text(50)
InvoiceDiscount.Code	Text(50)
InvoiceDiscount.Amount	Decimal
ProgressInvoiceLine.Taxes	ProgressInvoiceLineTax
ProgressInvoiceLineTax.TaxCode	Text(50)
ProgressInvoiceLineTax.TaxAccountingCode	Text(50)
ProgressInvoiceLineTax.TaxPercentage	Decimal
ProgressInvoiceLineTax.TaxAmount	Decimal

Sample Detail Response

{

“Id”: 5,

“CustomerCode”: “Customer123”,

“ProjectCode”: “ProjectCode”,

“InvoiceNumber”: “20190918-001”,

“CurrencyCode”: “CAD”,

“InvoiceDate”: “2019-09-18”,

“InvoiceDescription”: “NOTES”,

“ReferenceCode”: “ReferenceCode”,

“ExportReferenceNumber”: “ASDF”,

“PreTaxInvoiceAmount”: 9185.0000,

“TotalInvoiceAmount”: 10379.0500,

“Exported”: true,

“Approved”: false,

“ProgressLines”: [],

“Lines”: [

{

“Id”: 146,

“Quantity”: 4.0000,

“TaxAmount”: 36.4000,

“Total”: 280.0000,

“Taxes”: [

{

“TaxCode”: “TCC”,

“TaxAmount”: 36.4000

}

]

…

{

“Id”: 3082,

“Quantity”: 3.5000,

“TaxAmount”: 31.8500,

“Total”: 245.0000,

“Taxes”: [

{

“TaxCode”: “TCC”,

“TaxAmount”: 31.8500

}

]

}

]

}

Sample Progress Detail Response

{

“Id”: 5,

“CustomerCode”: “Customer123”,

“ProjectCode”: “ProjectCode”,

“InvoiceNumber”: “20190918-001”,

“CurrencyCode”: “CAD”,

“InvoiceDate”: “2019-09-18”,

“InvoiceDescription”: “NOTES”,

“ReferenceCode”: “ReferenceCode”,

“ExportReferenceNumber”: “ASDF”,

“PreTaxInvoiceAmount”: 9185.0000,

“TotalInvoiceAmount”: 10379.0500,

“Exported”: true,

“Approved”: false,

“ProgressLines”: [

{

“Id”: 146,

“Wbs”: “1.1.1”,

“TaxAmount”: 36.4000,

“Total”: 280.0000,

“Taxes”: [

{

“TaxCode”: “TCC”,

“TaxAmount”: 36.4000

}

]

…

{

“Id”: 3082,

“Wbs”: “1.1.2”,

“TaxAmount”: 31.8500,

“Total”: 245.0000,

“Taxes”: [

{

“TaxCode”: “TCC”,

“TaxAmount”: 31.8500

}

]

}

“Lines”: []

}

10 Customer Invoice Export Document

Information	Detail
Detail	GET https://base/api/customerInvoiceExportDocuments(documentId)
List	GET https://base/api/customerInvoiceExportDocuments
Create	POST https://base/api/customerInvoiceExportDocuments

Field	Type	Comments
Id	Integer
DocumentDate	Date
DocumentNumber	Text(100)
ExportReferenceNumber	Text(50)
Invoices	DocumentInvoice
DocumentInvoice.Id	Integer	Required
DocumentInvoice.CustomerCode	Text(50)
DocumentInvoice.ProjectCode	Text(50)
DocumentInvoice.InvoiceNumber	Text(50)
DocumentInvoice.ExportReferenceNumber	Text(50)
DocumentInvoice.IntegrationInvoiceTotal	Decimal
DocumentInvoice.IntegrationTaxAmount	Decimal
DocumentInvoice.IntegrationInvoiceBillingAmount	Decimal
DocumentInvoice.IntegrationDiscountAmount	Decimal
DocumentInvoice.IntegrationSurchargeAmount	Decimal

Sample Create Request

{

“ExportReferenceNumber”: “ABC”,

“Invoices”: [

{

“Id”: 1,

“ExportReferenceNumber”: “DEF”

{

“Id”: 2,

“ExportReferenceNumber”: “DEF2”

{

“Id”: 3,

“ExportReferenceNumber”: “DEF3”

{

“Id”: 4

{

“Id”: 5,

“ExportReferenceNumber”: “DEF5”

}

]

}

11 Customer Receipt

Information	Detail
Detail	GET https://base/api/customerReceipts(receiptId)
List	GET https://base/api/customerReceipts
Create	POST https://base/api/customerReceipts
Update	PATCH https://base/api/customerReceipts(receiptId)
Delete	DELETE https://base/api/customerReceipts(receiptId)

Detail / List Fields	Type	Comments
Id	Integer
ProjectCode	Text(50)
CustomerCode	Text(50)
ReceiptNumber	Text(50)
ReceiptAmount	Decimal
ReceiptDate	Date
ReceiptNotes	Text(1000)
ImportReferenceId	Text(50)
ExportReferenceNumber	Text(50)
Submitted	Bool
Exported	Bool
ModifiedOn	DateTime
CreatedOn	DateTime
Items	CustomerReceiptItem
CustomerReceiptItem.InvoiceId	Integer
CustomerReceiptItem.Amount	Decimal

Create / Update Fields	Type	Comments
ProjectCode	Text(50)	Required
CustomerCode	Text(50)	Required
ReceiptNumber	Text(50)	Required
ReceiptDate	Date	Required
ReceiptNotes	Text(1000)
ImportReferenceId	Text(50)
Submitted	Bool
Items	CustomerReceiptItem
CustomerReceiptItem.InvoiceId	Integer	Required
CustomerReceiptItem.Amount	Decimal	(Provide one of Amount or IntegrationAmount)
CustomerReceiptItem.IntegrationAmount	Decimal	Only provide if different from Amount

Sample Create Request

{

“ProjectCode”: “PROJECT_CODE”,

“CustomerCode”: “CUSTOMER_CODE”,

“ReceiptNumber”: “RECEIPT_NUMBER”,

“ReceiptDate”: “2020-06-24”,

“ReceiptNotes”: null,

“ImportReferenceId”: null,

“Submitted”: false,

“Items”:

[

{

“InvoiceId”: 123,

“Amount”: 500

}

]

}

12 Customer Receipt Export Document

Information	Detail
Detail	GET https://base/api/customerReceiptExportDocuments(documentId)
List	GET https://base/api/customerReceiptExportDocuments
Create	POST https://base/api/customerReceiptExportDocuments

Detail / List Fields	Type	Comments
Id	Integer
DocumentNumber	Text(100)
ExportReferenceNumber	Text(50)
Receipts	DocumentReceipt
DocumentReceipt.Id	Integer	Required
DocumentReceipt.CustomerCode	Text(50)
DocumentReceipt.ProjectCode	Text(50)
DocumentReceipt.ReceiptNumber	Text(50)
DocumentReceipt.ExportReferenceNumber	Text(50)

Create Fields	Type	Comments
ExportReferenceNumber	Text(50)
Receipts	DocumentReceipt
DocumentReceipt.Id	Integer	Required
DocumentReceipt.ExportReferenceNumber	Text(50)

Sample Create Request

{

“ExportReferenceNumber”: “ABC”,

“Receipts”: [

{

“Id”: 1,

“ExportReferenceNumber”: “DEF”

{

“Id”: 2,

“ExportReferenceNumber”: “DEF2”

{

“Id”: 3,

“ExportReferenceNumber”: “DEF3”

{

“Id”: 4

{

“Id”: 5,

“ExportReferenceNumber”: “DEF5”

}

]

}

13 Project

Information	Detail
Detail	GET https://base/api/projects(entryId)
List	GET https://base/api/projects
	For the List Operation a filter can be supplied for ModifiedOn,CreatedOn projects?$filter=CreatedOn gt yyyy-MM-ddTHH:mm:ss projects?$filter=CreatedOn gt 2019-10-27T12:44:45 DateTimes are always in UTC

Query Fields	Type	Comments
Id	Integer
CompanyCode	Text(50)
DivisionCode	Text(50)
ProjectCode	Text(50)
ProjectName	Text(255)
ProjectManagerName	Text(350)
SupervisorName	Text(350)
Location	Text(40)
CustomerCode	Text(50)
CustomerName	Text(60)
ProjectBillingType	Text(50)
BusinessDimensionCode	Text(50)
BusinessDimensionName	Text(50)
ProjectType	Text(50)
ProjectSpendingType	Text(50)
ProjectGeography	Text(50)
ProjectStatus	Text(50)
CurrencyCode	Text(50)
ProjectStartDate	Date
ProjectEndDate	Date
AfePurchaseOrderNumber	Text(100)
Active	Bool
ModifiedOn	DateTime
CreatedOn	DateTime

Sample Detail Response

{

“Id”: 123,

“CompanyCode”: “COMPANY_CODE”,

“DivisionCode”: “DIVISION_CODE”,

“ProjectCode”: “PROJECT_CODE”,

“ProjectName”: “PROJECT_NAME”,

“ProjectManagerName”: “PROJECT_MANAGER_NAME”,

“SupervisorName”: “SUPERVISOR_NAME”,

“Location”: “LOCATION”,

“CustomerCode”: “CUSTOMER_CODE”,

“CustomerName”: “CUSTOMER_NAME”,

“ProjectBillingType”: “Cost”,

“BusinessDimensionCode”: null,

“BusinessDimensionName”: null,

“ProjectType”: null,

“ProjectSpendingType”: null,

“ProjectGeography”: null,

“ProjectStatus”: “InProgress”,

“CurrencyCode”: “CAD”,

“ProjectStartDate”: “2017-08-24”,

“ProjectEndDate”: “2025-09-22”,

“AfePurchaseOrderNumber”: null,

“Active”: true,

“ModifiedOn”: “2020-02-25T17:52:31”,

“CreatedOn”: “2017-08-24T16:32:53”

}

14 Project Summary

Information	Detail
List	GET https://base/api/projectSummaries

Query Fields	Type	Comments
Id	Integer
DivisionId	Integer
DivisionCode	Text(50)
BusinessDimensionId	Integer
BusinessDimensionCode	Text(50)
ProjectCode	Text(50)
ProjectName	Text(255)
ProjectStatus	Text(50)
Active	Bool

Sample Detail Response

{

“Id”: 123,

“DivisionId”: “2”,

“DivisionCode”: “DIVISION_CODE”,

“BusinessDimensionId”: “2”,

“BusinessDimensionCode”: “BUSINESS_DIMENSION_CODE”,

“ProjectCode”: “PROJECT_CODE”,

“ProjectName”: “PROJECT_NAME”,

“ProjectStatus”: “InProgress”,

“Active”: true

}

15 WBS Summary

Information

Detail

List

GET https://base/api/wbsSummaries

For the List Operation a filter can be supplied for ProjectId

projects?$filter=ProjectId eq 1234

Query Fields	Type	Comments
Id	Integer
ParentId	Integer
ProjectId	Integer
Wbs	Text(50)
Name	Text(120)
WbsCode	Text(120)
WbsType	Text(50)
Active	Bool
Fields	WbsSummaryField
WbsSummaryField.Name	Text(50)
WbsSummaryField.Value	Text(120)

Sample Detail Response

{

“Id”: 123,

“ParentId”: 456,

“ProjectId”: 22,

“Wbs”: “1.2.3”,

“Name”: “WBS_NAME “,

“WbsCode”: “WBS_CODE”,

“WbsType”: “Deliverable”,

“Active”: true,

“Fields”:

[

{

“Name”: “Field 1”,

“Value”: “Value 1”

}

]

}

16 Timesheets Entry

Information	Detail
Detail	GET https://base/api/timesheetEntries(entryId)
List	GET https://base/api/timesheetEntries
Create	POST https://base/api/timesheetEntries

Query Fields	Type	Comments
Id	Integer
EntryType	Text(50)
OriginOfEntry	Text(50)
ProjectName	Text(255)
ProjectCode	Text(50)
ProjectManagerName	Text(350)
ProjectGeography	Text(50)
CustomerName	Text(60)
CustomerCode	Text(50)
WorkpackageWbs	Text(50)
WorkpackageName	Text(120)
WorkpackageCostCode	Text(120)
WorkpackagePhaseName	Text(120)
WorkpackagePhaseCostCode	Text(120)
ResourceName	Text(350)
ResourceCostCode	Text(50)
ResourceTagNumber	Text(40)
ResourceType	Text(50)
LaborName	Text(350)
LaborIsContractor	Bool
LaborEmployeeId	Text(40)
LaborUnionId	Text(50)
LaborUnionLocal	Text(50)
LaborUnionClass	Text(50)
LaborDepartmentName	Text(100)
ResourceClassName	Text(350)
ResourceClassCostCode	Text(50)
ResourceClassCategoryName	Text(50)
ResourceClassCategoryCostCode	Text(50)
JobsiteNumber	Text(100)
SiteForemanName	Text(350)
ExpenseDescription	Text(400)
WorkDate	Date
RateTypeName	Text(40)
RateTypeCode	Text(10)
Quantity	Decimal
Approved	Bool
Submitted	Bool
AccountingCode	Text(MAX)
ModifiedOn	DateTime
CreatedOn	DateTime
CostCodes	CostCode
CostCode.Name	Text(50)
CostCode.Value	Text(120)
AccountingCodes	AccountingCode
AccountingCode.Name	Text(50)
AccountingCode.Value	Text(100)
Transactions	TimesheetTransaction
Transaction.Id	Integer
Transaction.TransactionType	Text(50)
Transaction.RateTypeName	Text(40)
Transaction.RateTypeCode	Text(10)
Transaction.Quantity	Decimal
Transaction.Rate	Decimal
Transaction.Total	Decimal
Transaction.ExportReferenceNumber	Text(50)
Transaction.Exported	Bool
Transaction.ModifiedOn	DateTime
Transaction.CreatedOn	DateTime

Create Fields	Type	Comments
ProjectCode	Text(50)	Required
WorkpackageWbs	Text(50)	Required
ResourceType	Text(50)	Required (Labor, Equipment, Material, LaborExpense)
ResourceName	Text(350)	Required
ResourceCostCode	Text(50)
ResourceTagNumber	Text(40)
ResourceClassName	Text(350)	Required
ResourceClassCostCode	Text(50)
ExpenseLaborName	Text(350)	Required For ResourceType = LaborExpense
ExpenseLaborCostCode	Text(50)
ExpenseLaborEmployeeId	Text(40)
ExpenseDescription	Text(400)
ExpenseCost	Decimal	When ResourceType = LaborExpense
WorkDate	Date	Required
RateTypeName	Text(40)	Required
Quantity	Decimal
InternalComments	Text(1000)
ExternalComments	Text(1000)

Sample Create Request

[

{

“ResourceType”: “Labor”,

“ProjectCode”: “PROJECT_ABC”,

“WorkpackageWbs”: “1.3.5”,

“ResourceName”: “John Doe”,

“ResourceCostCode”: “GLB01”,

“ResourceTagNumber”: “1234”,

“ResourceClassName”: “Electrical Tradesman”,

“WorkDate”: “2020-01-15”,

“RateTypeName”: “Regular Hour”,

“Quantity”: 8

{

“ResourceType”: “Equipment”,

“ProjectCode”: “PROJECT_ABC”,

“WorkpackageWbs”: “1.3.6”,

“ResourceName”: “Generic Fire Alarm Equipment”,

“ResourceCostCode”: “”,

“ResourceTagNumber”: “”,

“ResourceClassName”: “CABLE INSTALLATION EQUIPMENT”,

“WorkDate”: “2020-01-15”,

“RateTypeName”: “Lot”,

“Quantity”: 15.2

{

“ResourceType”: “Material”,

“ProjectCode”: “PROJECT_ABC”,

“WorkpackageWbs”: “1.3.1”,

“ResourceName”: “CABLE – INSTRUMENT, CONTROL, DATA & F/O”,

“ResourceCostCode”: “”,

“ResourceTagNumber”: “”,

“ResourceClassName”: “CABLE – INSTRUMENT, CONTROL, DATA & F/O”,

“WorkDate”: “2020-01-15”,

“RateTypeName”: “Unit”,

“Quantity”: 12345

{

“ResourceType”: “LaborExpense”,

“ProjectCode”: “1.302060080”,

“WorkpackageWbs”: “1.1.4”,

“ResourceName”: “Driving”,

“ResourceCostCode”: “”,

“ResourceTagNumber”: “”,

“ResourceClassName”: “Driving”,

“ExpenseLaborName”: “John Doe”,

“ExpenseLaborEmployeeId”: “1234”,

“ExpenseDescription”: “ABCDEF”,

“WorkDate”: “2020-01-15”,

“RateTypeName”: “Kilometer”,

“ExpenseCost”: 123,

“Quantity”: 5

}

]

17 Timesheet Transaction Export Document

Information	Detail
Detail	GET https://base/api/timesheetTransactionExportDocuments(documentId)
List	GET https://base/api/timesheetTransactionExportDocuments
Create	POST https://base/api/timesheetTransactionExportDocuments

Field	Type	Comments
Id	Integer
DocumentNumber	Text(100)
ExportReferenceNumber	Text(50)
TimesheetTransactions	TimesheetTransaction
TimesheetTransaction.Id	Integer	Required for Create
TimesheetTransaction.TransactionType	Text(50)
TimesheetTransaction.EntryType	Text(50)
TimesheetTransaction.OriginOfEntry	Text(50)
TimesheetTransaction.ProjectName	Text(255)
TimesheetTransaction.ProjectCode	Text(50)
TimesheetTransaction.ProjectManagerName	Text(350)
TimesheetTransaction.ProjectGeography	Text(50)
TimesheetTransaction.CustomerName	Text(60)
TimesheetTransaction.CustomerCode	Text(50)
TimesheetTransaction.WorkpackageName	Text(120)
TimesheetTransaction.WorkpackageCostCode	Text(120)
TimesheetTransaction.WorkpackagePhaseName	Text(120)
TimesheetTransaction.WorkpackagePhaseCostCode	Text(120)
TimesheetTransaction.WorkpackageAreaName	Text(120)
TimesheetTransaction.WorkpackageAreaCostCode	Text(120)
TimesheetTransaction.ResourceName	Text(350)
TimesheetTransaction.ResourceType	Text(50)
TimesheetTransaction.LaborFirstName	Text(300)
TimesheetTransaction.LaborLastName	Text(50)
TimesheetTransaction.LaborIsContractor	Bool
TimesheetTransaction.LaborEmployeeId	Text(40)
TimesheetTransaction.LaborUnionId	Text(50)
TimesheetTransaction.LaborUnionLocal	Text(50)
TimesheetTransaction.LaborUnionClass	Text(50)
TimesheetTransaction.LaborDepartmentName	Text(100)
TimesheetTransaction.ResourceClassName	Text(350)
TimesheetTransaction.ResourceClassCostCode	Text(50)
TimesheetTransaction.ResourceClassCategoryName	Text(50)
TimesheetTransaction.ResourceClassCategoryCostCode	Text(50)
TimesheetTransaction.JobsiteNumber	Text(100)
TimesheetTransaction.SiteForemanName	Text(350)
TimesheetTransaction.WorkDate	Date	yyyy-MM-dd
TimesheetTransaction.RateTypeName	Text(40)
TimesheetTransaction.RateTypeCode	Text(10)
TimesheetTransaction.Quantity	Decimal
TimesheetTransaction.Rate	Decimal
TimesheetTransaction.Total	Decimal
TimesheetTransaction.ExportReferenceNumber	Text(50)	Optional for Create
TimesheetTransaction.AccountingCode	Text(MAX)
AccountingCodes	AccountingCode
AccountingCode.Name	Text(50)
AccountingCode.Value	Text(100)

Sample Create Request

{

“ExportReferenceNumber”: “ABC”,

“TimesheetTransactions”: [

{

“Id”: 1,

“ExportReferenceNumber”: “DEF”

{

“Id”: 2,

“ExportReferenceNumber”: “DEF2”

{

“Id”: 3,

“ExportReferenceNumber”: “DEF3”

{

“Id”: 4

{

“Id”: 5,

“ExportReferenceNumber”: “DEF5”

}

]

}

18 Vendor Invoice

Information	Detail
Detail	GET https://base/api/vendorInvoices(vendorInvoiceId)
List	GET https://base/api/vendorInvoices
	For the List Operation a filter can be supplied for ModifiedOn,CreatedOn,Approved,VendorCode,Properties(“PropertyCode”) vendorInvoices?$filter=CreatedOn gt yyyy-MM-ddTHH:mm:ss vendorInvoices?$filter=CreatedOn gt 2019-10-27T12:44:45 DateTimes are always in UTC

Field	Type	Comments
Id	Integer
VendorInvoiceType	Text(50)
VendorCode	Text(50)
ProjectCode	Text(50)
ProjectTypeName	Text(50)
InvoiceNumber	Text(255)
ExportDocumentDate	Date
ExportReferenceNumber	Text(50)
InvoiceDescription	Text(512)
CurrencyCode	Text(50)
InvoiceDate	Date	“YYYY-MM-DD”
PaymentDueDate	Date	“YYYY-MM-DD”
PaymentTermsCode	Text(50)
TotalInvoiceAmount	Decimal
Exported	Bool
Approved	Bool
ApprovedOn	DateTime
ModifiedOn	DateTime
CreatedOn	DateTime
Properties	VendorInvoice.Property
Property.PropertyName	Text(50)
Property.PropertyValue	Text(800)
Lines	VendorInvoiceLine
VendorInvoiceLine.Id	Text(50)
VendorInvoiceLine.ProjectCode	Text(50)
VendorInvoiceLine.WorkpackageBillingType	Text(50)
VendorInvoiceLine.ResourceType	Text(50)
VendorInvoiceLine.EmployeeId	Text(40)
VendorInvoiceLine.CustomerCode	Text(50)
VendorInvoiceLine.AttestedQuantity	Decimal
VendorInvoiceLine.AttestedCost	Decimal	DEPRECATED => VendorInvoiceLine.VendorInvoiceAmount
VendorInvoiceLine.VendorInvoiceAmount	Decimal
VendorInvoiceLine.ResourceClassCostCode	Text(50)
VendorInvoiceLine.ExpenseDescription	Text
VendorInvoiceLine.PurchaseOrderItemDescription	Text(350)
VendorInvoiceLine.PurchaseOrderVendorItemDescription	Text(350)
VendorInvoiceLine.AdvancePaymentCost	Decimal	DEPRECATED
VendorInvoiceLine.RetainageCost	Decimal
VendorInvoiceLine.AccountingCode	Text(MAX)	DEPRECATED => ResourceAccountingCode
VendorInvoiceLine.AccountingCodes	AccountingCode	DEPRECATED => ResourceAccountingCodes
AccountingCode.Name	Text(50)	DEPRECATED => ResourceAccountingCodes
AccountingCode.Value	Text(100)	DEPRECATED => ResourceAccountingCodes
VendorInvoiceLine.DivisionName	Text(256)
VendorInvoiceLine.DivisionCode	Text(50)
VendorInvoiceLine.ResourceAccountingCode	Text(MAX)
VendorInvoiceLine.ResourceAccountingCodes	AccountingCode
AccountingCode.Name	Text(50)
AccountingCode.Value	Text(100)
VendorInvoiceLine.RetainageAccountingCode	Text(MAX)
VendorInvoiceLine.RetainageAccountingCodes	AccountingCode
AccountingCode.Name	Text(50)
AccountingCode.Value	Text(100)
VendorInvoiceLine.PurchaseOrder	PurchaseOrderReference
PurchaseOrderReference.PurchaseOrderId	Integer
PurchaseOrderReference.PurchaseOrderNumber	Text(90)
VendorInvoiceLine.TaxCost	Decimal
VendorInvoiceLine.Taxes	VendorInvoiceLineTax
VendorInvoiceLineTax.TaxName	Text(50)
VendorInvoiceLineTax.TaxPercent	Decimal
VendorInvoiceLineTax.TaxCost	Decimal
VendorInvoiceLineTax.AccountingCode	Text(100)

Sample Detail Response

{

“Id”: 9,

“VendorCode”: “VENDOR_CODE”,

“ProjectCode”: “PROJECT_CODE”,

“InvoiceNumber”: “INVOICE NUMBER 123456”,

“ExportReferenceNumber”: null,

“InvoiceDescription”: “”,

“CurrencyCode”: “USD”,

“InvoiceDate”: “2017-11-06”,

“TotalInvoiceAmount”: 16330.2613,

“Exported”: false,

“Approved”: false,

“Lines”: [

{

“Id”: “247.2.9”,

“AttestedQuantity”: 0.7514,

“AttestedCost”: 7712.4733,

“PurchaseOrder”: {

“PurchaseOrderId”: 5,

“links”: {

“self”: {

“href”: “/api/purchaseOrders(5)”

}

{

“Id”: “248.2.9”,

“AttestedQuantity”: 0.7982,

“AttestedCost”: 8617.7880,

“PurchaseOrder”: {

“PurchaseOrderId”: 5,

“links”: {

“self”: {

“href”: “/api/purchaseOrders(5)”

}

]

}

19 Vendor Invoice Payment

Information	Detail
Detail	GET https://base/api/vendorInvoicePayments(paymentId)
List	GET https://base/api/vendorInvoicePayments
Create	POST https://base/api/vendorInvoicePayments
Update	PATCH https://base/api/vendorInvoicePayments(paymentId)
Delete	DELETE https://base/api/vendorInvoicePayments(paymentId)

Field	Type	Comments
PaymentId	Integer	Required
PaymentType	Text(50)	VendorInvoice, AdvancePayment, RetainagePayment
PaymentNumber	Text(250)
PaymentDate	Date	“YYYY-MM-DD”
PaymentTotal	Decimal
Submitted	Bool
Notes	Text(1000)
Items	PaymentItem
PaymentItem.PaymentItemId	Integer
PaymentItem.VendorInvoiceId	Integer	Required
PaymentItem.VendorInvoiceExportReferenceNumber	Text(50)
PaymentItem.VendorInvoiceNumber	Text(50)
PaymentItem.PaymentAmount	Decimal	Required

Sample Detail Response

{

“PaymentId”: 45,

“PaymentType”: “VendorInvoice”,

“PaymentNumber”: “123”,

“PaymentDate”: “2018-01-31”,

“PaymentTotal”: 2200.0000,

“Submitted”: true,

“Notes”: “”,

“Items”: [

{

“PaymentItemId”: 72,

“VendorInvoiceId”: 51,

“VendorInvoiceNumber”: “1072”,

“PaymentAmount”: 2200.0000

}

]

}

Sample Create Request

{

“PaymentType”: “VendorInvoice”,

“PaymentDate”: “2018-01-31”,

“PaymentTotal”: 147.7136,

“Submitted”: true,

“Notes”: “”,

“Items”: [

{

“VendorInvoiceId”: 6871,

“PaymentAmount”: 147.7136

}

]

}

Sample Update Request

{

“PaymentDate”: “2019-09-30”

}

20 Vendor Invoice Export Document

Information	Detail
Detail	GET https://base/api/vendorInvoiceExportDocuments(documentId)
List	GET https://base/api/vendorInvoiceExportDocuments
Create	POST https://base/api/vendorInvoiceExportDocuments

Field	Type	Comments
Id	Integer
DocumentDate	Date
DocumentNumber	Text(100)
ExportReferenceNumber	Text(50)
Invoices	DocumentInvoice
DocumentInvoice.Id	Integer	Required
DocumentInvoice.VendorCode	Text(50)
DocumentInvoice.ProjectCode	Text(50)
DocumentInvoice.InvoiceNumber	Text(255)
DocumentInvoice.ExportReferenceNumber	Text(50)

Sample Create Request

{

“ExportReferenceNumber”: “ABC”,

“Invoices”: [

{

“Id”: 1,

“ExportReferenceNumber”: “DEF”

{

“Id”: 2,

“ExportReferenceNumber”: “DEF2”

{

“Id”: 3,

“ExportReferenceNumber”: “DEF3”

{

“Id”: 4

{

“Id”: 5,

“ExportReferenceNumber”: “DEF5”

}

]

}

21 Purchase Order

Information	Detail
Detail (All Revisions)	GET https://base/api/purchaseOrders(purchaseOrderId)
Detail (For Revision)	GET https://base/api/purchaseOrders(purchaseOrderId.revisionNumber)
List	GET https://base/api/purchaseOrders

Field	Type	Comments
Id	Integer
VendorCode	Text(50)
CustomerCode	Text(50)
ProjectCode	Text(50)
CurrencyCode	Text(50)
PurchaseOrderNumber	Text(90)
PurchaseOrderDate	Date	“YYYY-MM-DD”
Revisions	PurchaseOrderRevision
PurchaseOrderRevision.RevisionNumber	Integer
PurchaseOrderRevision.RevisionDate	Date	“YYYY-MM-DD”
PurchaseOrderRevision.TotalCost	Decimal
PurchaseOrderRevision.AdvancePaymentPercent	Decimal	PurchaseOrderRevision.RevisionDate
PurchaseOrderRevision.AdvancePaymentAmount	Decimal
PurchaseOrderRevision.Taxes	TaxReference
TaxReference.Id	Integer
TaxReference.TaxName	Text(50)
TaxReference.TaxCode	Text(50)
TaxReference.TaxRate	Decimal
PurchaseOrderRevision.Details	PurchaseOrderRevisionDetail
PurchaseOrderRevisionDetail.LineNumber	Integer
PurchaseOrderRevisionDetail.ResourceName	Text(350)
PurchaseOrderRevisionDetail.ResourceCode	Text(50)
PurchaseOrderRevisionDetail.ItemDescription	Text(350)
PurchaseOrderRevisionDetail.ResourceClassName	Text(350)
PurchaseOrderRevisionDetail.ResourceClassCategoryName	Text(50)
PurchaseOrderRevisionDetail.CostCode	Text(350)
PurchaseOrderRevisionDetail.AccountingCode	Text(150)
PurchaseOrderRevisionDetail.Quantity	Decimal
PurchaseOrderRevisionDetail.TotalCost	Decimal

Sample Detail Response

{

“PurchaseOrderId”: 133,

“VendorCode”: “VENDOR_CODE”,

“CustomerCode”: “CUSTOMER_CODE”,

“ProjectCode”: “PROJECT_CODE”,

“CurrencyCode”: “USD”,

“PurchaseOrderNumber”: “136”,

“PurchaseOrderDate”: “2018-04-13”,

“Revisions”: [

{

“RevisionNumber”: 0,

“RevisionDate”: “2018-04-13”,

“Taxes”: [

{

“Id”: 1,

“TaxName”: “GST”,

“TaxCode”: “GST”,

“TaxRate”: 0.05000

}

]

}

]

}

22 Purchase Order Reciept

Information	Detail
Detail	GET https://base/api/purchaseOrderReceipts(purchaseOrderReceiptId)
List	GET https://base/api/purchaseOrderReceipts
	For the List Operation a filter can be supplied for $filter=Submitted eq True $filter=Exported eq True

Field	Type	Comments
Id	Integer
ProjectID	Integer
ProjectCode	Text(50)
ReceiptNumber	Text(255)
ReceiptDate	Date	“YYYY-MM-DD”
VendorCode	Text(100)
VendorName	Text(100)
Submitted	Bool
SubmittedOn	DateTime	“YYYY-MM-ddTHH:mm:ss”
Exported	Bool
ExportedOn	DateTime	“YYYY-MM-ddTHH:mm:ss”
Items	PurchaseOrderReceiptItem
Item.LineNumber	Integer
Item.PurchaseOrderNumber	Text(90)
Item.ResourceCode	Text(50)
Item.ResourceName	Text(350)
Item.ItemDescription	Text(350)
Item.ResourceClassName	Text(350)
Item.ResourceClassCategoryName	Text(50)
Item.CostCode	Text(350)
Item.AccountingCode	Text (150)
Item.Quantity	Decimal
Item.TotalCost	Decimal
Item.Holdback	Bool
Item.HoldbackAmount	Decimal
Item.HoldbackPercent	Decimal
Item.CustomFields	CustomField
CustomField.FieldCode	Text(50)	PurchaseOrderRevision.RevisionDate
CustomField.FieldName	Text(50)
CustomField.FieldValue	Text(800)

Sample Detail Response

{

“Id”: 1621,

“ReceiptNumber”: “Receipt 3.28”,

“ReceiptDate”: “2021-11-18”,

“Submitted”: null,

“SubmittedOn”: null,

“Exported”: null,

“ExportedOn”: null,

“Items”: [

{

“LineNUmber”: 1,

“PurchaseOrderNumber”: “PO 3.28 with Closed Lines”,

“ResourceCode”: null,

“ResourceName”: “001 Service Resource Bilable ( No AC Override)”,

“Quantity”: 0.0,

“AmountReceived”: 0.0,

“CustomFields”: []

{

“LineNUmber”: 2,

“PurchaseOrderNumber”: “PO 3.28 with Closed Lines”,

“ResourceCode”: null,

“ResourceName”: “001 Service Resource Bilable ( No AC Override)”,

“Quantity”: 10.00000,

“AmountReceived”: 2000.0000,

“CustomFields”: [

{

“FieldCode”: “”,

“FieldName”: “98 Text Portal (E)”,

“FieldValue”: “ABC”

}

]

}

]

}

23 Purchase Order Receipt Export Document

Information	Detail
List	GET https://base/api/purchaseOrderReceiptExportDocuments
Create	POST https://base/api/purchaseOrderReceiptExportDocuments

Field	Type	Comments
Id	Integer
DocumentDate	Date
DocumentNumber	Text(100)
Receipts	DocumentInvoice
Receipt.ReceiptId	Integer	Required
Receipt.ReceiptNumber	Text(50)

Sample Create Request

{

“ Receipts “: [

{

“ReceiptId”: 1

{

“ReceiptId”: 2

}

]

}

24 JSON Types

Information	Detail
Bool	true or false
Date	yyyy-MM-dd
DateTime	yyyy-MM-ddTHH:mm:ss

System Integration API