10.3 Expense Time Import

Interface

It allows you:

• to create new records for import of expense time

• to update an existing record

• to delete an existing record

• to list all records

Prerequisites:

In order to use this API Method for POST there must be accomplished the following requirements in SocrateCloud:

• • to have an Organization active

• to have Business Partners (Employees) active

• to have a Price List active

  • to have a Warehouse active

• to have Business Partners (Clients) active - optional

Columns that can be used as filters:

• • Organization

  • DocumentNo

  • BPartner

  • DocumentType

  • PriceList

  • Warehouse

  • Client

  • Product

  • SKU

  • Processed

  • Imported

  • TimeExpense_ID(integer)

  • Language (eg: ”ro_RO”, ”en_EN”, ”bg_BG” etc) - if null or unprovided, then English is the base language for all fields.

  • IsReceipt

  • IsSimplifiedInvoice

Actions can be done:

• • list

  • create

  • update

  • delete

Mandatory fields for create or modify document:

• • Organization

  • DateReport

  • DateExpense

  • BPartner(Employee)

  • Product or SKU

  • Qty

  • ExpenseAmt

API Methods:

List:

URL: https://api.socratecloud.com/webapi/rest/expensetime_import/list/{version}?startRow={0}&endRow={100}&accessToken={access_token}

Method: GET

Available filter parameters:

• • Organization

  • DocumentNo

  • TimeExpense_ID

  • BPartner

  • PriceList

  • Warehouse

  • Client

  • Product

  • DocumentType

  • Processed

  • Imported

  • Language (eg: ”ro_RO”, ”en_EN”, ”bg_BG” etc) - if null or unprovided, then English is the base language for Product Name.

{

"data": [

{

"TimeExpense_ID": 1000380,

"Organization": "Demo SRL",

"Created": "2020-04-15 12:50:55+0300",

"CreatedBy": "AdminTitular",

"Updated": "2020-04-15 12:50:55+0300",

"UpdatedBy": "AdminTitular",

"DocumentNo": "Postman4",

"DateReport": "2020-04-15 00:00:00+0300",

"Description": "Description",

"BPartner": "abcd",

"PriceList": "P1 RON CU TVA inclus",

"Currency": "RON",

"Warehouse": "Standard",

"UserKey": null,

"VendorName": "VendorName",

"DateExpense": "2020-04-16 00:00:00+0300",

"TaxID": "TaxID",

"LineDocumentNo": "10",

"Client": "rh",

"DocType" : "Time Expense",

"Activity": null,

"Project": "test flux",

"ProjectPhaseName": null,

"ProjectTaskName": null,

"Product": "AE",

"ProductName" : "AE Name",

"SKU": null,

"Qty": 10,

"ExpenseAmt": 10,

"DescriptionLine": null,

"Note": null,

"Processed": false,

"Imported": null,

"IsReceipt": false,

"IsSimplifiedInvoice": false,

"SBSAttachmentList": [

  "ac7b0dd0-9433-11ea-9152-5be940d8151a",

  "ac7b0dd0-9433-11ea-9152-5be940d8151b"

],

"ResourceID": 123456,

"ResourceValue": "Resource For Test - Value",

"ResourceName": "Resource For Test - Name"

}

],

"totalRows": 1

}

Create:

URL: https://api.socratecloud.com/webapi/rest/expensetime_import/create/{version}?accessToken={access_token}

Method: POST

{

            "Organization": "Test A SRL",

            "Warehouse": "A10",

            "DocumentNo": "1000015",

            "DateReport": "2020-04-06 00:00:00+0000",

            "DateExpense": "2020-04-06 00:00:00+0000",

            "Description": "some document description",

            "BPartner": "Dan Melinte",

            "PriceList": "RON CMP",

            "Currency": "RON",

            "LineDocumentNo": "10",

            "UserKey": null,

            "DocType" : "Time Expense",

            "VendorName": null,

            "TaxID": null,

            "Client": "ABC",

            "Activity": "A000",

            "Project": "T01-2020",

            "ProjectPhaseName": "T01-2020-PERSONAL",

            "ProjectTaskName": null,

            "Product": "SRV-001",

            "SKU": "DIVSRV",

            "Qty": 2,

            "ExpenseAmt": 50,

            "DescriptionLine": "some line description",

            "Note": "other notes",

            "IsReceipt": false,

            "IsSimplifiedInvoice": false,

            "SBSAttachmentList": [

            "ac7b0dd0-9433-11ea-9152-5be940d8151a",

               "ac7b0dd0-9433-11ea-9152-5be940d8151b"

            ],

            "ResourceID": 123456,

            "ResourceValue": "Resource For Test - Value",

            "ResourceName": "Resource For Test - Name"

}

Update:

URL: https://api.socratecloud.com/webapi/rest/expensetime_import/update/{version}?accessToken={access_token}

Mandatory parameters:

• • DocumentNo or

  • TimeExpense_ID

Method: POST

{

            "Organization": "Test A SRL",

            "Warehouse": "A10",

            "DocumentNo": "1000015",

            "DateReport": "2020-04-06 00:00:00+0000",

            "DateExpense": "2020-04-06 00:00:00+0000",

            "Description": "some document description",

            "BPartner": "Dan Melinte",

            "PriceList": "RON CMP",

            "Currency": "RON",

            "LineDocumentNo": "10",

            "DocType" : "Time Expense",

            "UserKey": null,

            "VendorName": null,

            "TaxID": null,

            "Client": "ABC",

            "Activity": "A000",

            "Project": "T01-2020",

            "ProjectPhaseName": "T01-2020-PERSONAL",

            "ProjectTaskName": null,

            "Product": "SRV-001",

            "SKU": "DIVSRV",

            "Qty": 2,

            "ExpenseAmt": 50,

            "DescriptionLine": "some line description",

            "Note": "other notes",

            "IsReceipt": false,

            "IsSimplifiedInvoice": false,

            "SBSAttachmentList": [

               "ac7b0dd0-9433-11ea-9152-5be940d8151a",

               "ac7b0dd0-9433-11ea-9152-5be940d8151b"

            ],

            "ResourceID": 123456,

            "ResourceValue": "Resource For Test - Value",

            "ResourceName": "Resource For Test - Name"

}

Delete:

URL: https://api.socratecloud.com/webapi/rest/expensetime_import/delete/{version}?accessToken={access_token}

Mandatory parameters:

• • DocumentNo or

  • TimeExpense_ID