PROMOTIONAL PRODUCTS DATA INTERFACE SPECIFICATION FOR WEB SERVICES

Invoice 1.0.0

Version: 1.0.0
Release Date: 2020-01-27

Document Change Log

Version	Date	Reason for Change	Authors
1.0.0	2020-01-27	Version 1.0.0 Release	Stephen Luisser - Essent Corporation Peter Tu - AnyPromo Paul Fleischman - PCNA

Contributors

The following have contributed to the creation of this specification:

Authors:

Stephen Luisser - Essent Corporation
Peter Tu - AnyPromo
Paul Fleischman - PCNA

Abstract and Recommended Audience

This document describes the technologies for the integration of suppliers and distributors in the Promotional Products Industry. It provides sample code for the interface and assumes the reader is fluent in web-based technologies.

Background Information

All specifications will be built using the Simple Object Access Protocol (SOAP) over HTTPS as the foundation for the web services protocol stack in order to provide a standards based secure form of communication. More information on SOAP can be found at w3 (opens in a new tab).

Service Details:

`getInvoices()`

This function sends invoices based on the criteria provided in the queryType field.

Request: GetInvoiceRequest

Field	Description	Data Type	Required
wsVersion	Standard Version of the Web Service (e.g., {1.0.0})	64 STRING	TRUE
id	customerId or other agreed upon Id	64 STRING	TRUE
password	Password associated with customerId	64 STRING	FALSE
queryType	Type of invoice query requested	Enumerated INT	TRUE
referenceNumber	PO number for queryType =1 or invoice number for queryType = 2	64 STRING	FALSE
requestedDate	Date of the invoice for queryType = 3	DATE	FALSE
availableTimeStamp	Beginning date time since an invoice was made available in UTC	DATETIME	FALSE

GetInvoiceRequest queryType

queryType	Short Name	Description
1	PO Number Search	Search for invoices by purchase order number
2	Invoice Number Search	Search for invoice by invoice number
3	Date Search	Search for invoices with an invoice date specified by the requestedDate
4	Available Date Time Search	Search for invoices that were made available by a date time greater than the value specified by availableTimeStamp

Reply: GetInvoiceResponse

Field	Description	Data Type	Required
InvoiceArray	Array of invoice objects	ARRAY	FALSE
ServiceMessageArray	Array of ServiceMessage objects	OBJECT	FALSE

Invoice Object

Field	Description	Data Type	Required
invoiceNumber	The invoice number	64 STRING	TRUE
invoiceType	The type of invoice; values are enumerated: `INVOICE`, `CREDIT MEMO`	64 STRING	TRUE
invoiceDate	The date the invoice was generated	DATE	TRUE
purchaseOrderNumber	The purchase order number	64 STRING	FALSE
purchaseOrderVersion	The version of the purchase order number	64 STRING	FALSE
BillTo	The Bill To Address (AccountInfo Object)	OBJECT	FALSE
SoldTo	The Sold To Address (AccountInfo Object)	OBJECT	FALSE
invoiceComments	General comments for the invoice	STRING	FALSE
paymentTerms	The terms of the invoice	64 STRING	FALSE
paymentDueDate	The Date the invoice must be paid in full without incurring late charges	DATE	TRUE
currency	The currency of the invoice in ISO4217 format	STRING	TRUE
fobId	The fob point of the invoice	64 STRING	FALSE
salesAmount	The amount of the sale in the specified currency	DOUBLE	TRUE
shippingAmount	The amount of the shipping charges in the specified currency	DOUBLE	TRUE
handlingAmount	The amount of the handling charges in the specified currency	DOUBLE	TRUE
taxAmount	The total amount of taxes in the currency specified	DOUBLE	TRUE
invoiceAmount	The total amount of the invoice in the currency specified. Note: invoiceAmount = salesAmount + shippingAmount + handlingAmount + taxAmount	DOUBLE	TRUE
advancePaymentAmount	The amount of any advanced payments in the currency specified. If the source system does not support including prepayments on an invoice this value should be set to zero.	DOUBLE	TRUE
invoiceAmountDue	The total of the invoice amount due after applying any prepayments in the currency specified. Note: invoiceAmountDue = invoiceAmount - advancePaymentAmount	DOUBLE	TRUE
invoiceDocumentUrl	The url to be able to download the physical invoice document.	1024 STRING	FALSE
InvoiceLineItemsArray	An array of invoice line item objects	OBJECT ARRAY	TRUE
SalesOrderNumbersArray	An array of sales order numbers included in the invoice	64 STRING ARRAY	FALSE
TaxArray	An array of tax objects. The sum of the taxes within this array should equal the value in the taxAmount field.	OBJECT ARRAY	FALSE
invoicePaymentUrl	The url used to submit payment for the invoice	1024 STRING	FALSE

InvoiceLineItem Object

Field	Description	Data Type	Required
invoiceLineItemNumber	The line item number of the line item	DOUBLE	FALSE
productId	The productId when the line item applies to a product	64 STRING	FALSE
partId	The partId when the line item applies to a product	64 STRING	FALSE
chargeId	The chargeId when the line item applies to a charge	64 STRING	TRUE
purchaseOrderLineItemNumber	The line item number of the purchase order that the invoice references	64 STRING	FALSE
orderedQuantity	The quantity ordered by the referenced purchase order	DOUBLE	FALSE
invoiceQuantity	The quantity of the line item invoiced	DOUBLE	TRUE
backOrderedQuantity	The quantity of the line item backordered	DOUBLE	FALSE
quantityUOM	The unit of measure of the `orderQuantity`, `invoicedQuantity`, and	2 STRING (FACIT)	TRUE
lineItemDescription	A textual description of the line item	1024 STRING	TRUE
unitPrice	The price of the unit in the currency of the purchase order	DOUBLE	TRUE
discountAmount	An amount of discount applied to the item	DOUBLE	FALSE
extendedPrice	The extended price for the line item. Note: extendedPrice = (unitPrice * invoicedQuantity) - discountAmount	DOUBLE	TRUE
distributorProductId	The distributor’s productId for the item when the line item applies to a product	64 STRING	FALSE
distributorPartId	The distributor’s partId for the item when the line item applies to a product	64 STRING	FALSE

AccountInfo Object

Field	Description	Data Type	Required
accountName	The name of the account that will be invoiced for the purchase order. This also represents the `companyName` field from the PO.	64 STRING	FALSE
accountNumber	The account number invoiced.	64 STRING	FALSE
attentionTo	Attention To (first and last name of contact)	64 STRING	FALSE
address1	Address line 1	35 STRING	FALSE
address2	Address line 2	35 STRING	FALSE
address3	Address line 3	35 STRING	FALSE
city	The city	30 STRING	FALSE
region	The 2 character US state abbreviation or 2-3 character non-US region.	3 STRING	FALSE
postalCode	The postal code	10 STRING	FALSE
country	The country in ISO 3166-2 format	2 STRING	FALSE
email	The email	128 STRING	FALSE
phone	The phone number	32 STRING	FALSE

Tax Object

Field	Description	Data Type	Required
taxType	The type of tax the identifier applies to. Values are enumerated: “SALES”, “HST/GST”, “PST”, “VAT”.	64 STRING (FACIT)	TRUE
taxJurisdiction	The jurisdiction for the tax. For example, NJ, PA or Philadelphia City.	64 STRING	TRUE
taxAmount	The amount of tax	DOUBLE	TRUE

SalesOrderNumber Object

Field	Description	Data Type	Required
salesOrderNumber	The sales order associated with the invoice.	64 STRING	TRUE

`getVoidedInvoices()`

This function will send voided invoices based on the criteria provided in the queryType field.

Request: GetVoidedInvoiceRequest

Field	Description	Data Type	Required
wsVersion	The Standard Version of the Web Service being referenced. Values are enumerated {1.0.0}	64 STRING	TRUE
id	The customerId or any other agreed upon Id	64 STRING	TRUE
password	The password associated with the customerId	64 STRING	FALSE
queryType	The type of invoice query requested	Enumerated INT	TRUE
referenceNumber	The purchase order number for queryType =1 or the invoice number for queryType = 2	64 STRING	FALSE
requestedDate	The date the invoice was voided for queryType = 3. This field does not include a time component	DATE	FALSE
availableTimeStamp	Beginning date time since a voided invoice was made available in UTC	DATETIME	FALSE

Reply: GetVoidedInvoiceResponse

Field	Description	Data Type	Required
VoidedInvoiceArray	An array of voided invoice objects	ARRAY	FALSE
ServiceMessageArray	An array of ServiceMessage objects	OBJECT	FALSE

VoidedInvoice Object

Field	Description	Data Type	Required
invoiceNumber	The invoice number	64 STRING	TRUE
voidDate	The date the invoice was voided. This field does not include a time component and it is up to the consuming party to determine if the data should be adjusted if the publishing party is on the other side of the international date line.	DATE	TRUE

Appendix A: Service Messages

ServiceMessage Object

Field	Description	Data Type	Required
code	The numerical value of the code	INT	TRUE
description	Response for any message requiring notification to requestor	256 STRING	TRUE
severity	The severity of the message. Values are enumerated: {Error, Information, Warning}	ENUMERATED 64 STRING	TRUE

Standardized Codes

The range of 100-199 has been reserved for standardized error codes. The number 999 has been reserved for an error code that is a “General Error - Contact System Service Provider”.

Code	Description
100	ID (customerID) not found
104	This account is unauthorized to use this service. Please contact the service provider
105	Authentication Credentials failed
110	Authentication Credentials required
115	wsVersion not found
120	The following field(s) are required [Comma Delimited field names]
125	Not Supported
999	General Error – Contact the System Service Provider

Service Specific Codes

These error codes are only for this service.

Code	Description
901	queryType not found
902	queryType not supported
903	No Invoices were found for the requested criteria

DATA MINING / ABUSE GUIDELINE

The use of services detailed within this specification are to be conducted within the current guidelines of the “Interface Data Use Guidelines Standards”.

VALIDATION OF SERVICES

Before you publish your endpoint, please ensure that it adheres to the promostandards.org spec by using the web service validation tool located at: https://services.promostandards.org/webserviceValidator/home (opens in a new tab).

Select the service, version, method and input your endpoint. If the endpoint is correct, you should receive a message of: