An expense template defines the schedule to recognize an expense amount for a contract or contract line over the contract term.


Get Expense Template Object Definition

lookup

List all the fields and relationships for the expense template object:

<lookup>
    <object>CONTRACTEXPENSETEMPLATE</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE

List Expense Templates

query

List the record number and amortization method for each expense template:

<query>
    <object>CONTRACTEXPENSETEMPLATE</object>
    <select>
        <field>RECORDNO</field>
        <field>METHOD</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE
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)

List Expense Templates (Legacy)

readByQuery

<readByQuery>
    <object>CONTRACTEXPENSETEMPLATE</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE
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)

query Fields

Name Required Type Description
STATUS Optional string Status. Use T for Active, F fo Inactive.
METHOD Optional string Recognition method. Use S for Straight line, D for Daily rate, or P for Predefined percentages.
POSTINGTYPE Optional string Default posting type. Use A for Automatic, M for Manual

Get Expense Template

read

<read>
    <object>CONTRACTEXPENSETEMPLATE</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE
keys Required string Expense template 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.

Get Expense Template by Name

readByName

<readByName>
    <object>CONTRACTEXPENSETEMPLATE</object>
    <keys>10-20-30-40exp</keys>
    <fields>*</fields>
</readByName>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE
keys Required string Expense template NAME 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 Expense Template

create

<create>
    <CONTRACTEXPENSETEMPLATE>
        <NAME>BasicExp</NAME>
        <DESCRIPTION>Basic straight line</DESCRIPTION>
        <METHOD>Straight line</METHOD>
        <POSTINGTYPE>Manual</POSTINGTYPE>
    </CONTRACTEXPENSETEMPLATE>
</create>

Create an expense template based on predefined percentages:

<create>
    <CONTRACTEXPENSETEMPLATE>
        <NAME>10-20-30-40exp</NAME>
        <DESCRIPTION>Increasing percentages at 2, 4, 6, and 8 months</DESCRIPTION>
        <METHOD>Predefined percentages</METHOD>
        <CONTRACTEXPENSETEMPLATEENTRIES>
            <CONTRACTEXPENSETEMPLATEENTRY>
                <PERIODOFFSET>2</PERIODOFFSET>
                <PERIODPERCENT>40</PERIODPERCENT>
            </CONTRACTEXPENSETEMPLATEENTRY>
            <CONTRACTEXPENSETEMPLATEENTRY>
                <PERIODOFFSET>4</PERIODOFFSET>
                <PERIODPERCENT>30</PERIODPERCENT>
            </CONTRACTEXPENSETEMPLATEENTRY>
            <CONTRACTEXPENSETEMPLATEENTRY>
                <PERIODOFFSET>6</PERIODOFFSET>
                <PERIODPERCENT>20</PERIODPERCENT>
            </CONTRACTEXPENSETEMPLATEENTRY>
            <CONTRACTEXPENSETEMPLATEENTRY>
                <PERIODOFFSET>8</PERIODOFFSET>
                <PERIODPERCENT>10</PERIODPERCENT>
            </CONTRACTEXPENSETEMPLATEENTRY>
        </CONTRACTEXPENSETEMPLATEENTRIES>
    </CONTRACTEXPENSETEMPLATE>
</create>

Parameters

Name Required Type Description
CONTRACTEXPENSETEMPLATE Required object Object to create

CONTRACTEXPENSETEMPLATE

Name Required Type Description
NAME Required string Expense template name
DESCRIPTION Optional string Description
METHOD Optional string Amortization method. Use Straight line, Daily rate, or Predefined percentages. (Default: Straight line)
POSTINGTYPE Optional string Default posting type. Use Automatic or Manual. (Default: Manual)
STATUS Optional string Status. Use active for Active otherwise use inactive for Inactive. (Default: active)
CONTRACTEXPENSETEMPLATEENTRIES Optional CONTRACTEXPENSETEMPLATEENTRY[1…n] Template details for Predefined percentages.

CONTRACTEXPENSETEMPLATEENTRY

Name Required Type Description
PERIODOFFSET Optional integer Number of months offset for the Predefined percentages recognition method
PERIODPERCENT Optional number Percentage to recognize. Must add up to 100 percent.

Update Expense Template

update

<update>
    <CONTRACTEXPENSETEMPLATE>
        <NAME>10-20-30-40exp</NAME>
        <DESCRIPTION>New description</DESCRIPTION>
    </CONTRACTEXPENSETEMPLATE>
</update>

Parameters

Name Required Type Description
CONTRACTEXPENSETEMPLATE Required object Object to update

CONTRACTEXPENSETEMPLATE

Name Required Type Description
RECORDNO Optional integer Record number of expense template. Required if not using NAME.
NAME Optional string Expense template name. Required if not using RECORDNO.
DESCRIPTION Optional string Description
METHOD Optional string Amortization method. Use Straight line, Daily rate, or Predefined percentages. (Default: Straight line)
POSTINGTYPE Optional string Default posting type. Use Automatic or Manual. (Default: Manual)
STATUS Optional string Status. Use active for Active otherwise use inactive for Inactive. (Default: active)
CONTRACTEXPENSETEMPLATEENTRIES Optional CONTRACTREVENUETEMPLATEENTRY[1…n] Template details for Predefined percentages. When updating template details, you are providing a complete new set of entries (existing entries are deleted).

CONTRACTEXPENSETEMPLATEENTRY

When updating template details, you are providing a complete new set of entries (existing entries are deleted).

Name Required Type Description
PERIODOFFSET Optional integer Number of months offset for the Predefined percentages recognition method
PERIODPERCENT Optional number Percentage to recognize. Must add up to 100 percent.

Delete Expense Template

delete

<delete>
    <object>CONTRACTEXPENSETEMPLATE</object>
    <keys>112</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use CONTRACTEXPENSETEMPLATE
keys Required string Expense template RECORDNO to delete

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