AllocationCode
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.
The AllocationCode entity describes an Autotask Allocation Code (called Billing Code in the UI). An allocation code represents a billing item category. There are six types of allocation codes: Work Types, Material, Internal Time, Expense Categories, Recurring Contract Service, and Milestone. Administrators add and manage allocation codes through the Admin module (Admin >Site Setup > Billing Codes).
Entity details
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.
Entity Name: | AllocationCode |
Can Create: | |
Can Update: | |
Can Query: | |
Can Delete: | |
Can Have UDFs: |
Fields that cannot be queried
The following fields from this entity will return an error when queried.
- Taxable
Conditions and requirements
General
In addition to fields that are always read-only, the following fields on the RMA [RMA] system material code are not editable via the API:
- Active
- AllocationCodeType
- Department
- Description
- IsExcludedFromNewContracts
- MarkupRate
- Type
- UnitCost
- UnitPrice
- UseType
Special field attributes
Field | Conditions and Requirements |
---|---|
AfterHoursWorkType | This field contains the ID of the AllocationCode that is set as this AllocationCode's after-hours work type. It may never contain a value for AllocationCodes of Types other than 1 (work types). |
AllocationCodeType (Deprecated) | This field has been deprecated. We cannot remove the field because that could break existing integrations. Users will still be able to query the field as expected (no functionality change there), but we will no longer return any data. We have also removed any values from the picklist (the picklist for the field will now be empty). |
GeneralLedgerCode | GeneralLedgerCode is now a picklist. Previously the GeneralLedgerCode field returned only the GeneralLedgerCode id. The API did not provide an option to connect the id with the name that appears in the UI drop-down menu. The getFieldInfo() call will now return the GeneralLedgerCode picklist value and label value (GeneralLedgerCode name). |
Taxable | As of May 2013, AllocationCode no longer determines whether or not an item is taxable. A QuoteItem or BillingItem is taxable when the item is associated with both a TaxRegion and TaxCategory and they equal the TaxRegion and TaxCategory fields of a Tax entity with a value > 0. Values passed to AllocationCode.Taxable will be ignored and when the field is queried the empty value "" will be returned. |
Field definitions
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 |
---|---|---|---|---|---|---|
Active | Active | boolean | ||||
AfterHoursWorkType | After Hours Work Type | integer | AllocationCode | |||
AllocationCodeType | Allocation Code Type | integer | ||||
Department | Department ID | integer | ||||
Description | Description | string (500) | ||||
ExternalNumber | Number | string (100) | ||||
GeneralLedgerCode | General Ledger Code | integer | ||||
id | id | long | ||||
IsExcludedFromNewContracts | Is Excluded From New Contracts | boolean | ||||
MarkupRate | Markup Rate | double | ||||
Name | Name | string (200) | ||||
Taxable | Taxable | boolean | ||||
TaxCategoryID | Tax Category ID | integer | TaxCategory | |||
Type | Type | integer | ||||
UnitCost | Unit Cost | double | ||||
UnitPrice | Unit Price | double | ||||
UseType | Use Type | integer |
AllocationCode use types
The following table describes the values in the UseType field picklist. These values determine how an AllocationCode entity can be used in Autotask.
NOTE If your company has enabled the Autotask System Setting that requires a Work Type on a Ticket, the Type 1 AllocationCode is required to create or update a ticket