Category

A service (category, activity, or time type) [Category] is a specific economic activity offered to your customers and used on invoices to customers. A service can be set up to bill at an hourly rate, at a set amount per day, week, or month, or at a flat rate. Services are available in the Timesheets, Projects (tasks, billing rules, and recognition rules), Invoices, and Opportunity applications.

Review the Usage Guidelines for the Category object

XML

SOAP

REST

Database table

Object

Category

oaCategory

category

Supported Commands

Add, Read, Modify, Delete

add(), read(), modify(), upsert(), delete()

The Category object has the following standard properties:

Note:

Category object properties may also include custom fields. The object type supports the custom equal to read method and the enable_custom read attribute.

XML / SOAP

Database

Description

active

active

A 1/0 field indicating whether this is designated as an active category. Set to 1 if omitted when adding an object.

code

acct_code

Optional accounting system code for integration with external accounting systems.

cost_centerid

cost_center_id

The ID of the associated cost center.

cost_rate

cost_rate

The hourly cost rate

created

created

[Read-only] Time the record was created. See Date Fields.

currency

currency

Currency for the money fields in the record.

externalid

external_id

If the record was imported from an external system you store the unique external record ID here.

fixed_fee

fixed_fee

The fixed fee value of this service.

id

id

[Read-only] Unique ID. Automatically assigned by OpenAir.

name

name

[Required] The category name.

notes

notes

Category notes.

other_rate

other_rate

The rate for another time billing metric.

other_rate_type

other_rate_type

The time the other_rate field applies to. Valid entries are Day, Week, Month, Quarter, Year and Session.

picklist_label

Label as shown on form picklist.

rate

rate

The hourly billing rate.

taxable

taxable

A 1/0 field indicating whether this item is taxable, vat-taxable, etc.

updated

updated

[Read-only] Time the record was last updated or modified. See Date Fields.

Usage Guidelines

You cannot delete a Category object if this object is referenced by an object of any of the following type. Delete any dependent objects first before you delete a Category object.