ContractRetainer
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.
This entity describes a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. For example, a retainer purchase of $500 can be applied to three months of the Retainer contract.
The retainer balance is reduced by services performed at the contract rates, which can be the same or different from the standard billing rates. In addition, Project and Ticket Costs can be deducted from a Retainer contract. The contract maintains the balance of dollars.
Entity details
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.
| Entity Name: | ContractRetainer |
| Can Create: |
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| Can Update: |
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| Can Query: |
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| Can Delete: | |
| Can Have UDFs: |
Fields that cannot be queried
The following fields from this entity will return an error when queried.
- AmountApproved
Conditions and requirements
General
- Resources with security levels that specify limited or no contract visibility cannot create, update, or query this entity.
Special field attributes
| Field | Conditions and Requirements |
|---|---|
| Amount |
For update(), ContractRetainer.Amount must be >= Amount Approved. If the Multi-currency Installed Module is enabled, this field will return the relevant Customer Currency value instead of the Internal Currency value. |
| AmountApproved | If the Multi-currency Installed Module is enabled, this field will return the relevant Customer Currency value instead of the Internal Currency value. |
| ContractID | ContractRetainer.ContractID must reference a Retainer type Contract. |
| DatePaid | DatePaid (exposed only in API version 1.4) is now read only and defaults to Null. And changes in value are triggered automatically. |
| InternalCurrencyAmount, InternalCurrencyAmountApproved | The InternalCurrencyAmount and InternalCurrencyAmountApproved fields will return the saved Internal Currency values. |
| IsPaid |
IsPaid is now Read Only. It is no longer required. On create the value defaults to 0. Any changes in value are triggered automatically. For versions previous to v 1.5: when IsPaid = true (indicating that the retainer purchase has been paid for) the user program must include a ContractRetainer DatePaid. You cannot change IsPaid if ContractRetainer is associated to a ContractCost. |
| StartDate | StartDate must be < EndDate |
| StartDate, EndDate |
ContractRetainer.StartDate and ContractRetainer.EndDate must be between the StartDate and EndDate of the contract referenced by ContractRetainer.ContractID; that is, in Autotask the Retainer purchase must start and end within the Contract start and end dates. StartDate and EndDate only support date values. The API will not store non-date values (such as time) in these fields. |
Field definitions
About this table
The following table describes the standard Autotask field objects for this entity.
- To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call The getFieldInfo() SOAP API call.
- For information on entity UDFs, use getUDFInfo().
- For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
For more information about fields marked as picklists, review our Understanding picklists article.
| Field Name | Label | Datatype | Read Only | Is Required | Reference Name | Picklist |
|---|---|---|---|---|---|---|
| Amount | Amount | double |
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| AmountApproved | Amount Approved | double |
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| ContractID | Contract Object ID | integer |
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Contract | |
| DatePurchased | Date Purchased | datetime |
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| EndDate | End Date | datetime |
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| id | id | integer |
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| InternalCurrencyAmount (Multi-currency module only) | Internal Currency Amount | double |
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| InternalCurrencyAmountApproved (Multi-currency module only) | Internal Currency Amount Approved | double |
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| InvoiceNumber | Invoice Number | string (50) | ||||
| IsPaid | Paid | integer |
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| paymentID | Payment Type | integer |
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| PaymentNumber | Payment Number | string (50) | ||||
| StartDate | StartDate | datetime |
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| Status | Status | integer |
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NOTE DatePaid was removed in API Web Services version 1.5
