Cost Types
- Get Cost Type Object Definition
- List Cost Types
- List Cost Types (Legacy)
- Get Cost Type
- Create Cost Type
- Update Cost Type
- Delete Cost Type
Cost type is a standard dimension used to record expenses in Construction projects.
Each project typically has several cost types related to labor, materials, subcontracts, and so forth. You use the standard cost types in the catalog as templates for creating new cost types.
Each cost type is associated with a task, which in turn is associated with a project. A cost type record is uniquely identified by the standard cost type used to create it as well as the combination of project/task to which it applies.
Note: Cost type corresponds with category in the work breakdown structure in the construction industry.
Get Cost Type Object Definition
lookup
List all the fields and relationships for the cost type object:
<lookup>
<object>COSTTYPE</object>
</lookup>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| object | Required | string | Use COSTTYPE |
| docparid | Optional | string | Used to indicate the document type, such as Inventory Transfer, Sales Order, Purchase Order and so forth . You must use this to take advantage of any custom fields on the specified document type. |
List Cost Types
query
List the cost type ID and record number for cost types for the given project/task:
<query>
<object>COSTTYPE</object>
<select>
<field>COSTTYPEID</field>
<field>RECORDNO</field>
</select>
<filter>
<and>
<equalto>
<field>PROJECTID</field>
<value>20-001</value>
</equalto>
<equalto>
<field>TASKID</field>
<value>1-010</value>
</equalto>
</and>
</filter>
</query>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| object | Required | string | Use COSTTYPE |
| select | Required | sequence | One or more field names and an optional aggregate function such as count or sum. Returning all fields is not supported. |
| filter | Optional | object | Query filter expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL). |
| orderby | Optional | object | Provide an order element with a field name and choose an ascending or descending sort order, for example: <order> <field>RECORDNO</field> <descending/> </order> |
| options | Optional | object | Set the caseinsensitive element to true for a case-insensitive query: <caseinsensitive>true</caseinsensitive> In a multi-entity company, set the showprivate element to true to query data in private entities: <showprivate>true</showprivate> |
| pagesize | Optional | integer | Custom page size between 1 and 2000 items (Default: 100) |
| offset | Optional | integer | Point at which to start indexing into records (Default: 0) |
| docparid | Optional | string | Document type, such as Sales Order, Purchase Order, or Inventory Transfer |
List Cost Types (Legacy)
List all cost types:
readByQuery
<readByQuery>
<object>COSTTYPE</object>
<fields>*</fields>
<query></query>
<pagesize>100</pagesize>
</readByQuery>List all cost types for the given task:
<readByQuery>
<object>COSTTYPE</object>
<fields>*</fields>
<query>projectid = '20-001' and taskid = '1-010'</query>
<pagesize>100</pagesize>
</readByQuery>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| object | Required | string | Use COSTTYPE |
| fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value. |
| query | Required | string | SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported. |
| pagesize | Optional | integer | Custom page size between 1 and 1000 items (Default: 100) |
Get Cost Type
read
<read>
<object>COSTTYPE</object>
<keys>24</keys>
<fields>*</fields>
</read>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| object | Required | string | Use COSTTYPE |
| keys | Required | string | Cost type RECORDNO to get |
| fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value. |
Create Cost Type
When you create a cost type, the following field values from the given standard cost type are used unless you override them:
ACCUMULATIONTYPENAMEACCOUNTNOPARENTIDITEMID
Custom field values from the standard cost type can also be used by the cost type. For this to work, the standard cost type and the cost type must have same custom fields with the same IDs, types, and lengths. Custom fields of type Sequence are not copied.
Parent-child relationships defined by standard cost types are preserved when cost types are created.
create
<create>
<COSTTYPE>
<STANDARDCOSTTYPEID>Material</STANDARDCOSTTYPEID>
<PROJECTID>19-002-CR2</PROJECTID>
<TASKID>09-000</TASKID>
<DESCRIPTION>Material Cost Type description</DESCRIPTION>
<COSTUNITDESCRIPTION>Square feet</COSTUNITDESCRIPTION>
<ACTUALBEGINDATE>01/10/2020</ACTUALBEGINDATE>
</COSTTYPE>
</create>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| COSTTYPE | Required | object | Object to create |
COSTTYPE
| Name | Required | Type | Description |
|---|---|---|---|
| STANDARDCOSTTYPEID | Required | string | Standard cost type ID to use as a template for this cost type |
| NAME | Optional | string | Name of the cost type, which does not have to be unique. Use 200 or fewer characters. |
| DESCRIPTION | Optional | string | Description of the cost type. Use 1000 or fewer characters. |
| PROJECTID | Optional | string | Project ID. Required if not using TASKKEY. |
| TASKKEY | Optional | string | Record number of a task object. Required if not using PROJECTID and TASKID. |
| TASKID | Optional | string | Task ID. Required if not using TASKKEY. |
| ACCUMULATIONTYPENAME | Optional | string | Name of an accumulation type to use |
| COSTUNITDESCRIPTION | Optional | string | Cost unit description, such as feet or square yards. Use 30 or fewer characters. |
| ACCOUNTNO | Optional | string | Account number |
| ITEMID | Optional | string | Item ID for corresponding Inventory Control item |
| PLANNEDBEGINDATE | Optional | date | Planned begin date in format mm/dd/yyyy |
| PLANNEDENDDATE | Optional | date | Planned end date in format mm/dd/yyyy |
| ACTUALBEGINDATE | Optional | date | Actual begin date in format mm/dd/yyyy |
| ACTUALENDDATE | Optional | date | Actual end date in format mm/dd/yyyy |
| STATUS | Optional | boolean | Status. Use active or inactive (Default: active). |
Update Cost Type
update
<update>
<COSTTYPE>
<RECORDNO>24</RECORDNO>
<ACTUALBEGINDATE>01/16/2020</ACTUALBEGINDATE>
</COSTTYPE>
</update>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| COSTTYPE | Required | object | Object to update |
COSTTYPE
| Name | Required | Type | Description |
|---|---|---|---|
| RECORDNO | Required | integer | Cost type RECORDNO to update |
| PARENTID | Optional | string | ID of a parent cost type if hierarchical cost types are used |
| NAME | Optional | string | Name of the cost type, which does not have to be unique. Use 200 or fewer characters. |
| DESCRIPTION | Optional | string | Description of the cost type. Use 1000 or fewer characters. |
| PROJECTID | Optional | string | Project ID. Required if not using TASKKEY. |
| TASKKEY | Optional | string | Record number of a task object. Required if not using PROJECTID and TASKID. |
| TASKID | Optional | string | Task ID. Required if not using TASKKEY. |
| ACCUMULATIONTYPENAME | Optional | string | Name of an accumulation type to use |
| COSTUNITDESCRIPTION | Optional | string | Cost unit description, such as feet or square yards. Use 30 or fewer characters. |
| ACCOUNTNO | Optional | string | Account number |
| ITEMID | Optional | string | Item ID for corresponding Inventory Control item |
| PLANNEDBEGINDATE | Optional | date | Planned begin date in format mm/dd/yyyy |
| PLANNEDENDDATE | Optional | date | Planned end date in format mm/dd/yyyy |
| ACTUALBEGINDATE | Optional | date | Actual begin date in format mm/dd/yyyy |
| ACTUALENDDATE | Optional | date | Actual end date in format mm/dd/yyyy |
| STATUS | Optional | boolean | Status. Use active or inactive. |
| customfields | optional | customfield[0…n] | Custom fields |
customfield
| Name | Required | Type | Description |
|---|---|---|---|
| customfieldname | Optional | string | Custom field ID |
| customfieldvalue | Optional | varies | Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#. |
Delete Cost Type
delete
<delete>
<object>COSTTYPE</object>
<keys>24</keys>
</delete>Parameters
| Name | Required | Type | Description |
|---|---|---|---|
| object | Required | string | Use COSTTYPE |
| keys | Required | string | Cost type RECORDNO to delete |