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Exporting Agreements from ConnectWise REST Interface

This task will export agreements from the Finance -> Agreements area of ConnectWise in an XML format. The results can be filtered using the Conditions if required. See below for a sample output file.

Settings

ConnectWise REST Interface Connection

Required
The ConnectWise REST Interface connection to use. See the Connecting to ConnectWise REST Interface article if you require more information on how to create/manage connections.

Conditions

Optional
Use this setting to specify where clauses to filter the records returned. This setting is used to specify conditions applying to standard fields.

Condition > Comparison

Required
The following types of filter are available:

  • Equals - Returns records where the field matches the specified value.
  • Contains - Returns records where the field contains the specified value. This filter type is only valid for String fields on ConnectWise.
  • GreaterThan - Returns records where the field is greater than the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • GreaterThanOrEqual - Returns records where the field is greater than or equal to the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • In - Returns records where the field matches one of the specified values. Must be enclosed in parenthesis, with multiple values separated by a comma. e.g. ("John", "Ben") for string values, (1, 3) for numeric values. See the Condition > Value section below for more information on how different value types should be entered.
  • Like - Returns records where the field matches the specified value. The asterisk (*) character can be used as a wild card. This filter type is only valid for String fields on ConnectWise.
  • LessThan - Returns records where the field is less than the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • LessThanOrEqual - Returns records where the field is less than or equal to the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • NotContains - Returns records where the field does not contain the specified value. This filter type is only valid for String fields on ConnectWise.
  • NotEqual - Returns records where the field does not match the specified value.
  • NotIn - Returns records where the field does not match one of the specified values. Must be enclosed in parenthesis, with multiple values separated by a comma. e.g. ("John", "Ben") for string values, (1, 3) for numeric values etc. See the Condition > Value section below for more information on how different value types should be entered.
  • NotLike - Returns records where the field does not match the specified value. The asterisk (*) character can be used as a wild card. This filter type is only valid for String fields on ConnectWise.

Condition > Field

Required
The name of the field the condition applies to. The name should match the API field name, as seen in the output file. If using a reference field, include the name of the reference field followed by a slash, then the field to filter on.

The supported fields are listed below: -

  • id (Integer)
  • name (String)
  • type/id (Integer) nullable
  • type/name (String)
  • company/id (Integer) nullable
  • company/identifier (String)
  • company/name (String)
  • contact/id (Integer) nullable
  • contact/name (String)
  • site/id (Integer) nullable
  • site/name (String)
  • subContractCompany/id (Integer) nullable
  • subContractCompany/identifier (String)
  • subContractCompany/name (String)
  • subContractContact/id (Integer) nullable
  • subContractContact/name (String)
  • parentAgreement/id (Integer) nullable
  • parentAgreement/name (String)
  • customerPO (String)
  • location/id (Integer) nullable
  • location/name (String)
  • department/id (Integer) nullable
  • department/identifier (String)
  • department/name (String)
  • restrictLocationFlag (Boolean) nullable
  • restrictDepartmentFlag (Boolean) nullable
  • startDate (DateTime) nullable
  • endDate (DateTime) nullable
  • noEndingDateFlag (Boolean) nullable
  • opportunity/id (Integer) nullable
  • opportunity/name (String)
  • cancelledFlag (Boolean) nullable
  • dateCancelled (String)
  • reasonCancelled (String)
  • sla/id (Integer) nullable
  • sla/name (String)
  • workOrder (String)
  • internalNotes (String)
  • applicationUnits (Enum) nullable
  • Amount
  • Hours
  • Incidents
  • applicationLimit (Decimal) nullable
  • applicationCycle (Enum) nullable
  • Contract2Weeks
  • Contract4Weeks
  • ContractYear
  • CalendarMonth
  • CalendarQuarter
  • CalendarWeek
  • ContractQuarter
  • CalendarYear
  • applicationUnlimitedFlag (Boolean) nullable
  • oneTimeFlag (Boolean) nullable
  • coverAgreementTime (Boolean) nullable
  • coverAgreementProduct (Boolean) nullable
  • coverAgreementExpense (Boolean) nullable
  • coverSalesTax (Boolean) nullable
  • carryOverUnused (Boolean) nullable
  • allowOverruns (Boolean) nullable
  • expiredDays (Integer) nullable
  • limit (Integer) nullable
  • expireWhenZero (Boolean) nullable
  • chargeToFirm (Boolean) nullable
  • employeeCompRate (Enum) nullable
  • Actual
  • Hourly
  • employeeCompNotExceed (Enum) nullable
  • Billing
  • Amount
  • Percent
  • compHourlyRate (Decimal) nullable
  • compLimitAmount (Decimal) nullable
  • billingCycle/id (Integer) nullable
  • billingCycle/name (String)
  • billOneTimeFlag (Boolean) nullable
  • billingTerms/id (Integer) nullable
  • billingTerms/name (String)
  • invoicingCycle (Enum) nullable
  • ContractYear
  • CalendarYear
  • billToCompany/id (Integer) nullable
  • billToCompany/identifier (String)
  • billToCompany/name (String)
  • billToContact/id (Integer) nullable
  • billToContact/name (String)
  • billToSite/id (Integer) nullable
  • billToSite/name (String)
  • billAmount (Decimal) nullable
  • taxable (Boolean) nullable
  • prorateFirstBill (Decimal) nullable
  • billStartDate (DateTime) nullable
  • taxCode/id (Integer) nullable
  • taxCode/name (String)
  • restrictDownPayment (Boolean) nullable
  • prorateFlag (Boolean) nullable
  • invoiceDescription (String)
  • topComment (Boolean) nullable
  • bottomComment (Boolean) nullable
  • workRole/id (Integer) nullable
  • workRole/name (String)
  • workType/id (Integer) nullable
  • workType/name (String)
  • projectType/id (Integer) nullable
  • projectType/name (String)
  • invoiceTemplate/id (Integer) nullable
  • invoiceTemplate/name (String)
  • billTime (Enum) nullable
  • Billable
  • DoNotBill
  • NoCharge
  • NoDefault
  • billExpenses (Enum) nullable
  • Billable
  • DoNotBill
  • NoCharge
  • NoDefault
  • billProducts (Enum) nullable
  • Billable
  • DoNotBill
  • NoCharge
  • NoDefault
  • billableTimeInvoice (Boolean) nullable
  • billableExpenseInvoice (Boolean) nullable
  • billableProductInvoice (Boolean) nullable
  • currency/id (Integer) nullable
  • currency/symbol (String)
  • currency/isoCode (String)
  • currency/name (String)
  • periodType (Enum) nullable
  • Current
  • Future
  • Both
  • Undefined
  • autoInvoiceFlag (Boolean) nullable
  • nextInvoiceDate (DateTime) nullable
  • companyLocation/id (Integer) nullable
  • companyLocation/name (String)
  • agreementStatus (Enum) nullable
  • Active
  • Cancelled
  • Expired
  • Inactive

Condition > Logic Operator

Optional
The logic operator to use for the condition being added when building the where clause. Choose from:

  • And - Will return records which meet both of the conditions specified.
  • Or - Will return records which meet at least of the conditions specified.

Condition > Value

Optional
The value to use in the filter.

  • String values should be surrounded by quotes. e.g. "John"
  • Boolean values should be specified as either True or False, with no quotes.
  • Datetime values should be specified in ISO8601 format, surrounded by square brackets. e.g. [2000-01-31T14:51:00Z]
  • Null is specified as null.
  • When using the In or NotIn comparison, values must be separated by a comma and be surrounded by rounded brackets. e.g. ("John", "Ben"). See how different values types should be specified above.

Custom Field Conditions

Optional
Use this setting to specify where clauses to filter the records returned. This setting is used to specify conditions applying to custom fields.

Custom Field Condition > Comparison

Required
The following types of filter are available:

  • Equals - Returns records where the field matches the specified value.
  • Contains - Returns records where the field contains the specified value. This filter type is only valid for String fields on ConnectWise.
  • GreaterThan - Returns records where the field is greater than the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • GreaterThanOrEqual - Returns records where the field is greater than or equal to the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • In - Returns records where the field matches one of the specified values. Must be enclosed in parenthesis, with multiple values separated by a comma. e.g. ("John", "Ben") for string values, (1, 3) for numeric values. See the Condition > Value section below for more information on how different value types should be entered.
  • Like - Returns records where the field matches the specified value. The asterisk (*) character can be used as a wild card. This filter type is only valid for String fields on ConnectWise.
  • LessThan - Returns records where the field is less than the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • LessThanOrEqual - Returns records where the field is less than or equal to the specified value. This filter type is only valid for Numeric and DateTime fields on ConnectWise.
  • NotContains - Returns records where the field does not contain the specified value. This filter type is only valid for String fields on ConnectWise.
  • NotEqual - Returns records where the field does not match the specified value.
  • NotIn - Returns records where the field does not match one of the specified values. Must be enclosed in parenthesis, with multiple values separated by a comma. e.g. ("John", "Ben") for string values, (1, 3) for numeric values etc. See the Condition > Value section below for more information on how different value types should be entered.
  • NotLike - Returns records where the field does not match the specified value. The asterisk (*) character can be used as a wild card. This filter type is only valid for String fields on ConnectWise.

Custom Field Condition > Field

Required
The caption of the custom field that the condition applies to. You can find the caption by looking at how the custom field appears in ConnectWise or by finding the custom field in an export file via Zynk.

Custom Field Condition > Logic Operator

Optional
The logic operator to use for the condition being added when building the where clause. Choose from:

  • And - Will return records which meet both of the conditions specified.
  • Or - Will return records which meet at least of the conditions specified.

Custom Field Condition > Value

Optional
The value to use in the filter.

  • String values should be surrounded by quotes. e.g. "John"
  • Boolean values should be specified as either True or False, with no quotes.
  • Datetime values should be specified in ISO8601 format, surrounded by square brackets. e.g. [2000-01-31T14:51:00Z]
  • Null is specified as null.
  • When using the In or NotIn comparison, values must be separated by a comma and be surrounded by rounded brackets. e.g. ("John", "Ben"). See how different values types should be specified above.

Export Settings > Date Created

Required
When the 'Export Modified, New or All Records' setting is set to 'New', only batches created after this date will be exported. This date will update automatically each time the task runs, to ensure only new batches are exported each time.

Defaults to the current date and time.

Export Settings > Date Modified

Required
When the 'Export Modified, New or All Records' setting is set to 'Modified', only batches updated after this date will be downloaded. This date will update automatically each time the task runs, to ensure only modified batches are exported each time.

Defaults to the current date and time.

Export Settings > Export Modified, New or All Records

Required
Choose which records should be downloaded. The available options are:

  • Modified - Only records updated after the date shown in the 'Date Modified' setting will be downloaded.
  • New - Only records created after the date shown in the 'Date Created' setting will be downloaded.
  • All - All records will be downloaded, regardless of when they were created or updated.

Defaults to Modified.

Export Settings > Page Size

Required
The number of records to include in each page of results. Increasing this value will reduce the number of requests made to the API but will increase the amount of memory needed while making each request.

Defaults to 100.
The maximum value is 1000.

Output File

Required
The name of the file to save the exported records to.

Defaults to connectwise_export_agreement_types.xml

References To Fetch

Optional
The exported data may include fields which reference other record types in ConnectWise. If you specify the reference field names in this setting the task will fetch the related records and include them in the exported data.

The supported record types are listed below: -

  • type
  • company
  • contact
  • site
  • subContractCompany
  • subContractContact
  • parentAgreement
  • location
  • department
  • billingCycle
  • billingTerms
  • billToCompany
  • billToContact
  • billToSite
  • taxCode
  • workRole
  • workType
  • invoiceTemplate
  • currency
  • agreementAdditions (Specify to export Additions relating to each agreement)
  • agreementAdditions/agreementAddition/product (agreementAdditions must also be specified to fetch this data)
  • company/territory (company must also be specified to fetch this data)
  • company/status (company must also be specified to fetch this data)
  • company/type (company must also be specified to fetch this data)
  • company/defaultContact (company must also be specified to fetch this data)
  • company/parentCompany (company must also be specified to fetch this data)
  • company/ownershipType (company must also be specified to fetch this data)
  • company/timeZone (company must also be specified to fetch this data)
  • company/taxCode (company must also be specified to fetch this data)
  • company/billingTerms (company must also be specified to fetch this data)
  • company/invoiceTemplate (company must also be specified to fetch this data)
  • company/companyEntityType (company must also be specified to fetch this data)
  • company/billToCompany (company must also be specified to fetch this data)
  • company/billingSite (company must also be specified to fetch this data)
  • company/billingContact (company must also be specified to fetch this data)
  • company/invoiceDeliveryMethod (company must also be specified to fetch this data)
  • company/currency (company must also be specified to fetch this data)
  • company/territoryManager (company must also be specified to fetch this data)
  • company/site (company must also be specified to fetch this data)

References To Fetch Page Size

Required
The number of referenced records to fetch per page. Increasing this value will reduce the number of requests made to the API but will increase the amount of memory needed while making each request.

Defaults to 100.
The maximum value is 1000.

Timeout

Optional
The maximum length of time to wait (in seconds) for API requests to be processed. Specifying this value will override the timeout set at the connection level. Leave blank to use the value specified in the connection.

Zynk Settings

See Common Task Settings

Examples

A sample output file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<Agreements xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Agreement>
    <id>2</id>
    <externalId />
    <_info>
      <lastUpdated>2012-03-19T20:39:25Z</lastUpdated>
      <updatedBy>Admin1         </updatedBy>
    </_info>
    <name>Managed Services for Angry Fox</name>
    <type>
      <id>3</id>
      <name>Managed Service</name>
      <record>
        <id>3</id>
        <_info>
          <dateEntered>2005-09-13T15:19:07Z</dateEntered>
          <enteredBy>CONVERSION</enteredBy>
          <lastUpdated>2005-09-13T15:19:07Z</lastUpdated>
          <updatedBy>User10</updatedBy>
        </_info>
        <name>Managed Service</name>
        <prefixSuffixOption>Prefix</prefixSuffixOption>
        <defaultFlag>false</defaultFlag>
        <inactiveFlag>false</inactiveFlag>
        <prePaymentFlag>false</prePaymentFlag>
        <invoicePreSuffix xsi:nil="true" />
        <locationId xsi:nil="true" />
        <businessUnitId xsi:nil="true" />
        <restrictLocationFlag>false</restrictLocationFlag>
        <restrictDepartmentFlag>false</restrictDepartmentFlag>
        <slaId xsi:nil="true" />
        <applicationUnits>Hours</applicationUnits>
        <applicationLimit>0.00</applicationLimit>
        <applicationCycle>CalendarMonth</applicationCycle>
        <applicationUnlimitedFlag>true</applicationUnlimitedFlag>
        <oneTimeFlag>false</oneTimeFlag>
        <coverAgreementTimeFlag>true</coverAgreementTimeFlag>
        <coverAgreementProductFlag>false</coverAgreementProductFlag>
        <coverAgreementExpenseFlag>false</coverAgreementExpenseFlag>
        <coverSalesTaxFlag>false</coverSalesTaxFlag>
        <carryOverUnusedFlag>false</carryOverUnusedFlag>
        <allowOverrunsFlag>false</allowOverrunsFlag>
        <expiredDays>0</expiredDays>
        <limit>0</limit>
        <expireWhenZero>false</expireWhenZero>
        <chargeToFirmFlag>false</chargeToFirmFlag>
        <employeeCompRate>Actual</employeeCompRate>
        <compHourlyRate xsi:nil="true" />
        <compLimitAmount xsi:nil="true" />
        <billCycleId xsi:nil="true" />
        <billOneTimeFlag>false</billOneTimeFlag>
        <billTermsId xsi:nil="true" />
        <invoicingCycle>CalendarYear</invoicingCycle>
        <billAmount>0.00</billAmount>
        <taxableFlag>false</taxableFlag>
        <restrictDownPaymentFlag>true</restrictDownPaymentFlag>
        <invoiceDescription />
        <topCommentFlag>false</topCommentFlag>
        <bottomCommentFlag>false</bottomCommentFlag>
        <workType>
          <id>18</id>
          <name>Remote Support</name>
        </workType>
        <projectTypeId xsi:nil="true" />
        <invoiceTemplateSetupId xsi:nil="true" />
        <billTime>Billable</billTime>
        <billExpenses>Billable</billExpenses>
        <billProducts>Billable</billProducts>
        <billableTimeInvoiceFlag>false</billableTimeInvoiceFlag>
        <billableExpenseInvoiceFlag>false</billableExpenseInvoiceFlag>
        <billableProductInvoiceFlag>false</billableProductInvoiceFlag>
        <copyWorkRolesFlag>true</copyWorkRolesFlag>
        <copyWorkTypesFlag>true</copyWorkTypesFlag>
      </record>
    </type>
    <company>
      <id>8</id>
      <name>Angry Fox, Co.</name>
      <record>
        <id>8</id>
        <_info>
          <dateEntered>2005-03-21T15:43:44Z</dateEntered>
          <enteredBy>CONVERSION</enteredBy>
          <lastUpdated>2018-05-08T15:07:00Z</lastUpdated>
          <updatedBy>zynk</updatedBy>
        </_info>
        <identifier>AngryFoxCo</identifier>
        <name>Angry Fox, Co.</name>
        <status>
          <id>1</id>
          <name>Active</name>
        </status>
        <addressLine1>711 N. Franklin St.</addressLine1>
        <city>Detroit</city>
        <state>MI</state>
        <zip>92344</zip>
        <country>
          <id>1</id>
          <name>United States</name>
        </country>
        <phoneNumber>8131782000</phoneNumber>
        <faxNumber>8131782001</faxNumber>
        <website>http://www.AngryFox.com</website>
        <territory>
          <id>41</id>
          <name>Arnie's Accounts</name>
        </territory>
        <marketId xsi:nil="true" />
        <accountNumber>ANGRYF01</accountNumber>
        <defaultContact>
          <id>20</id>
          <name>Robert Storts</name>
        </defaultContact>
        <dateAcquired>2005-03-21T05:00:00Z</dateAcquired>
        <annualRevenue>0.00</annualRevenue>
        <numberOfEmployees xsi:nil="true" />
        <leadSource>Microsoft Tradeshow</leadSource>
        <leadFlag>false</leadFlag>
        <unsubscribeFlag>false</unsubscribeFlag>
        <calendarId xsi:nil="true" />
        <vendorIdentifier>AngryFox1010</vendorIdentifier>
        <taxCode>
          <id>11</id>
          <name>Standard VAT</name>
        </taxCode>
        <billingTerms>
          <id>2</id>
          <name>Net 10</name>
        </billingTerms>
        <billToCompany>
          <id>8</id>
          <name>Angry Fox, Co.</name>
          <identifier>AngryFoxCo</identifier>
        </billToCompany>
        <billingSite>
          <id>31</id>
          <name>Main</name>
        </billingSite>
        <billingContact>
          <id>20</id>
          <name>Robert Storts</name>
        </billingContact>
        <invoiceDeliveryMethod>
          <id>2</id>
          <name>E-Mail</name>
        </invoiceDeliveryMethod>
        <invoiceToEmailAddress>[email protected]</invoiceToEmailAddress>
        <deletedFlag>false</deletedFlag>
        <dateDeleted xsi:nil="true" />
        <mobileGuid>38a5f551-d40d-49e7-99f8-4fb5029df6ea</mobileGuid>
        <customFields>
          <customField>
            <id>3</id>
            <caption>test</caption>
            <type>Text</type>
            <entryMethod>EntryField</entryMethod>
            <numberOfDecimals>0</numberOfDecimals>
          </customField>
          <customField>
            <id>6</id>
            <caption>CustomNumber</caption>
            <type>Number</type>
            <entryMethod>EntryField</entryMethod>
            <numberOfDecimals>2</numberOfDecimals>
          </customField>
          <customField>
            <id>7</id>
            <caption>Salesperson</caption>
            <type>Text</type>
            <entryMethod>List</entryMethod>
            <numberOfDecimals>0</numberOfDecimals>
          </customField>
        </customFields>
      </record>
      <identifier>AngryFoxCo</identifier>
    </company>
    <contact>
      <id>20</id>
      <name>Robert Storts</name>
      <record>
        <id>20</id>
        <_info>
          <lastUpdated>2010-07-19T16:42:32Z</lastUpdated>
          <updatedBy>Admin1</updatedBy>
        </_info>
        <firstName>Robert</firstName>
        <lastName>Storts</lastName>
        <company>
          <id>8</id>
          <name>Angry Fox, Co.</name>
          <identifier>AngryFoxCo</identifier>
        </company>
        <site>
          <id>7</id>
          <name>Main</name>
        </site>
        <inactiveFlag>false</inactiveFlag>
        <defaultMergeContactId xsi:nil="true" />
        <managerContactId xsi:nil="true" />
        <assistantContactId xsi:nil="true" />
        <title>President</title>
        <marriedFlag>false</marriedFlag>
        <childrenFlag>false</childrenFlag>
        <portalSecurityLevel>6</portalSecurityLevel>
        <disablePortalLoginFlag>true</disablePortalLoginFlag>
        <unsubscribeFlag>false</unsubscribeFlag>
        <mobileGuid>59862c1a-fd4b-48c2-84db-3736e82f591e</mobileGuid>
        <defaultBillingFlag>true</defaultBillingFlag>
        <defaultFlag>true</defaultFlag>
        <communicationItems>
          <ContactCommunicationItem>
            <id>47</id>
            <type>
              <id>2</id>
              <_info />
              <name>Direct</name>
            </type>
            <value>8139888241</value>
            <defaultFlag>true</defaultFlag>
            <communicationType>Phone</communicationType>
          </ContactCommunicationItem>
          <ContactCommunicationItem>
            <id>48</id>
            <type>
              <id>1</id>
              <_info />
              <name>Email</name>
            </type>
            <value>[email protected]</value>
            <defaultFlag>true</defaultFlag>
            <communicationType>Email</communicationType>
          </ContactCommunicationItem>
        </communicationItems>
      </record>
    </contact>
    <customerPO />
    <location>
      <id>2</id>
      <name>Tampa Office</name>
      <record>
        <id>2</id>
        <_info>
          <lastUpdated>2005-03-21T11:04:16Z</lastUpdated>
          <updatedBy>zAdmin</updatedBy>
        </_info>
        <ownerLevelId>2</ownerLevelId>
        <structureLevel>
          <id>2</id>
          <name>Location (Level 2)</name>
        </structureLevel>
        <name>Tampa Office</name>
        <reportsTo>
          <id>38</id>
          <name>Corporate</name>
        </reportsTo>
        <calendar>
          <id>1</id>
          <name>Standard Office Hours</name>
        </calendar>
        <locationFlag>true</locationFlag>
        <clientFlag>false</clientFlag>
        <workRoleIds>
          <workRoleId>6</workRoleId>
          <workRoleId>11</workRoleId>
          <workRoleId>16</workRoleId>
          <workRoleId>17</workRoleId>
          <workRoleId>18</workRoleId>
          <workRoleId>21</workRoleId>
        </workRoleIds>
        <departmentIds>
          <departmentId>10</departmentId>
          <departmentId>13</departmentId>
          <departmentId>14</departmentId>
          <departmentId>15</departmentId>
          <departmentId>16</departmentId>
        </departmentIds>
      </record>
    </location>
    <department>
      <id>10</id>
      <name>Professional Services</name>
      <record>
        <id>10</id>
        <_info>
          <lastUpdated>2006-10-11T09:44:55Z</lastUpdated>
          <updatedBy>User1</updatedBy>
        </_info>
        <identifier>Services</identifier>
        <name>Professional Services</name>
      </record>
    </department>
    <restrictLocationFlag>false</restrictLocationFlag>
    <restrictDepartmentFlag>false</restrictDepartmentFlag>
    <startDate>2005-05-01T00:00:00Z</startDate>
    <endDate xsi:nil="true" />
    <noEndingDateFlag>true</noEndingDateFlag>
    <cancelledFlag>false</cancelledFlag>
    <dateCancelled xsi:nil="true" />
    <reasonCancelled />
    <workOrder />
    <internalNotes>This is a monthly agreement for managed services.  An unlimited number hours are available per year for all work done that is entered against the agreement.  The individual services are selected using the Additions tab - these will total up for the monthly billing amount.  
If you need to prorate the first bill and you are using additions, you must enter the prorated amounts in the additions tab and control it with effective dates.  The Prorate first bill? field only overrides the Billing Amount field.
See Agreement Invoice #1 note descriptions from additions
</internalNotes>
    <applicationUnits>Hours</applicationUnits>
    <applicationLimit>0.00</applicationLimit>
    <applicationCycle>ContractYear</applicationCycle>
    <applicationUnlimitedFlag>true</applicationUnlimitedFlag>
    <oneTimeFlag>false</oneTimeFlag>
    <coverAgreementTime>true</coverAgreementTime>
    <coverAgreementProduct>false</coverAgreementProduct>
    <coverAgreementExpense>false</coverAgreementExpense>
    <coverSalesTax>false</coverSalesTax>
    <carryOverUnused>false</carryOverUnused>
    <allowOverruns>false</allowOverruns>
    <expiredDays>0</expiredDays>
    <limit>0</limit>
    <expireWhenZero>false</expireWhenZero>
    <chargeToFirm>false</chargeToFirm>
    <employeeCompRate>Actual</employeeCompRate>
    <employeeCompNotExceed>Billing</employeeCompNotExceed>
    <compHourlyRate>0.00</compHourlyRate>
    <compLimitAmount>0.00</compLimitAmount>
    <billingCycle>
      <id>2</id>
      <name>Monthly</name>
      <record>
        <id>2</id>
        <_info>
          <dateEntered>2004-07-08T13:57:52Z</dateEntered>
          <enteredBy>CONVERSION</enteredBy>
          <lastUpdated>2004-07-08T13:57:52Z</lastUpdated>
          <updatedBy>zadmin</updatedBy>
        </_info>
        <identifier>M</identifier>
        <name>Monthly</name>
        <defaultFlag>true</defaultFlag>
        <billingOptions>Monthly</billingOptions>
      </record>
    </billingCycle>
    <billOneTimeFlag>false</billOneTimeFlag>
    <invoicingCycle>CalendarYear</invoicingCycle>
    <billAmount>0.00</billAmount>
    <taxable>false</taxable>
    <prorateFirstBill>0.00</prorateFirstBill>
    <billStartDate>2005-05-01T00:00:00Z</billStartDate>
    <taxCode>
      <id>11</id>
      <name>Standard VAT</name>
      <record>
        <id>11</id>
        <_info>
          <dateEntered>2013-07-11T13:55:59Z</dateEntered>
          <enteredBy>CONVERSION</enteredBy>
          <lastUpdated>2013-07-11T13:55:59Z</lastUpdated>
          <updatedBy>Admin1</updatedBy>
        </_info>
        <identifier>1</identifier>
        <description>Standard VAT</description>
        <invoiceCaption>VAT</invoiceCaption>
        <country>
          <id>1</id>
          <name>United States</name>
        </country>
        <effectiveDate>2005-05-02T00:00:00Z</effectiveDate>
        <defaultFlag>false</defaultFlag>
        <displayOnInvoiceFlag>false</displayOnInvoiceFlag>
        <canadaCalculateGSTFlag>false</canadaCalculateGSTFlag>
        <levelOneRate>0.200000</levelOneRate>
        <levelOneRateType>Percent</levelOneRateType>
        <levelOneTaxableMax xsi:nil="true" />
        <levelOneCaption>Standard VAT</levelOneCaption>
        <levelOneTaxCodeXref>T1</levelOneTaxCodeXref>
        <levelOneServicesFlag>true</levelOneServicesFlag>
        <levelOneExpensesFlag>true</levelOneExpensesFlag>
        <levelOneProductsFlag>true</levelOneProductsFlag>
        <levelOneApplySingleUnitFlag>false</levelOneApplySingleUnitFlag>
        <levelOneApplySingleUnitMin xsi:nil="true" />
        <levelOneApplySingleUnitMax xsi:nil="true" />
        <levelTwoRate>0.000000</levelTwoRate>
        <levelTwoRateType>Percent</levelTwoRateType>
        <levelTwoTaxableMax xsi:nil="true" />
        <levelTwoServicesFlag>false</levelTwoServicesFlag>
        <levelTwoExpensesFlag>false</levelTwoExpensesFlag>
        <levelTwoProductsFlag>false</levelTwoProductsFlag>
        <levelTwoApplySingleUnitFlag>false</levelTwoApplySingleUnitFlag>
        <levelTwoApplySingleUnitMin xsi:nil="true" />
        <levelTwoApplySingleUnitMax xsi:nil="true" />
        <levelThreeRate>0.000000</levelThreeRate>
        <levelThreeRateType>Percent</levelThreeRateType>
        <levelThreeTaxableMax xsi:nil="true" />
        <levelThreeServicesFlag>false</levelThreeServicesFlag>
        <levelThreeExpensesFlag>false</levelThreeExpensesFlag>
        <levelThreeProductsFlag>false</levelThreeProductsFlag>
        <levelThreeApplySingleUnitFlag>false</levelThreeApplySingleUnitFlag>
        <levelThreeApplySingleUnitMin xsi:nil="true" />
        <levelThreeApplySingleUnitMax xsi:nil="true" />
        <levelFourRate>0.000000</levelFourRate>
        <levelFourRateType>Percent</levelFourRateType>
        <levelFourTaxableMax xsi:nil="true" />
        <levelFourServicesFlag>false</levelFourServicesFlag>
        <levelFourExpensesFlag>false</levelFourExpensesFlag>
        <levelFourProductsFlag>false</levelFourProductsFlag>
        <levelFourApplySingleUnitFlag>false</levelFourApplySingleUnitFlag>
        <levelFourApplySingleUnitMin xsi:nil="true" />
        <levelFourApplySingleUnitMax xsi:nil="true" />
        <levelFiveRate>0.000000</levelFiveRate>
        <levelFiveRateType>Percent</levelFiveRateType>
        <levelFiveTaxableMax xsi:nil="true" />
        <levelFiveServicesFlag>false</levelFiveServicesFlag>
        <levelFiveExpensesFlag>false</levelFiveExpensesFlag>
        <levelFiveProductsFlag>false</levelFiveProductsFlag>
        <levelFiveApplySingleUnitFlag>false</levelFiveApplySingleUnitFlag>
        <levelFiveApplySingleUnitMin xsi:nil="true" />
        <levelFiveApplySingleUnitMax xsi:nil="true" />
        <levelSixRate>0.000000</levelSixRate>
        <levelSixRateType>Percent</levelSixRateType>
        <levelSixTaxableMax xsi:nil="true" />
        <levelSixServicesFlag>false</levelSixServicesFlag>
        <levelSixExpensesFlag>false</levelSixExpensesFlag>
        <levelSixProductsFlag>false</levelSixProductsFlag>
        <levelSixApplySingleUnitFlag>false</levelSixApplySingleUnitFlag>
        <levelSixApplySingleUnitMin xsi:nil="true" />
        <levelSixApplySingleUnitMax xsi:nil="true" />
        <addAllWorkRoles xsi:nil="true" />
        <removeAllWorkRoles xsi:nil="true" />
        <expenseTypeIds>
          <int>5</int>
          <int>6</int>
        </expenseTypeIds>
        <addAllExpenseTypes xsi:nil="true" />
        <removeAllExpenseTypes xsi:nil="true" />
        <addAllProductTypes xsi:nil="true" />
        <removeAllProductTypes xsi:nil="true" />
      </record>
    </taxCode>
    <restrictDownPayment>true</restrictDownPayment>
    <prorateFlag>false</prorateFlag>
    <invoiceDescription />
    <topComment>false</topComment>
    <bottomComment>false</bottomComment>
    <workType>
      <id>18</id>
      <name>Remote Support</name>
      <record>
        <id>18</id>
        <_info>
          <lastUpdated>2004-07-29T13:38:39Z</lastUpdated>
          <updatedBy>zadmin</updatedBy>
        </_info>
        <activityDefaultFlag>false</activityDefaultFlag>
        <addAllAgreementExclusions xsi:nil="true" />
        <billTime>Billable</billTime>
        <costMultiplier>1</costMultiplier>
        <hoursMax>0</hoursMax>
        <hoursMin>0.25</hoursMin>
        <inactiveFlag>false</inactiveFlag>
        <name>Remote Support</name>
        <overallDefaultFlag>false</overallDefaultFlag>
        <rate>1</rate>
        <rateType>Multiplier</rateType>
        <roundBillHoursTo xsi:nil="true" />
        <utilizationFlag>true</utilizationFlag>
      </record>
    </workType>
    <billTime>Billable</billTime>
    <billExpenses>Billable</billExpenses>
    <billProducts>Billable</billProducts>
    <billableTimeInvoice>false</billableTimeInvoice>
    <billableExpenseInvoice>false</billableExpenseInvoice>
    <billableProductInvoice>false</billableProductInvoice>
    <currency>
      <id>4</id>
      <name>French Francs</name>
      <record>
        <id>4</id>
        <_info>
          <dateEntered>1999-06-21T12:03:44Z</dateEntered>
          <enteredBy>CONVERSION</enteredBy>
          <lastUpdated>2019-06-13T12:43:44Z</lastUpdated>
          <updatedBy>CURR_CONVERSION</updatedBy>
        </_info>
        <currencyIdentifier>FRF</currencyIdentifier>
        <name>French Francs</name>
        <symbol>FFr</symbol>
        <displayIdFlag>false</displayIdFlag>
        <displaySymbolFlag>false</displaySymbolFlag>
      </record>
      <symbol>FFr</symbol>
      <isoCode>EUR</isoCode>
    </currency>
    <periodType xsi:nil="true" />
    <autoInvoiceFlag>false</autoInvoiceFlag>
    <customFields>
      <customField>
        <id>13</id>
        <caption>Amethyst Start Date</caption>
        <type>Date</type>
        <entryMethod>EntryField</entryMethod>
        <numberOfDecimals>0</numberOfDecimals>
      </customField>
      <customField>
        <id>14</id>
        <caption>Activity Creation</caption>
        <type>Date</type>
        <entryMethod>EntryField</entryMethod>
        <numberOfDecimals>0</numberOfDecimals>
      </customField>
      <customField>
        <id>15</id>
        <caption>Revision Number</caption>
        <type>Number</type>
        <entryMethod>EntryField</entryMethod>
        <numberOfDecimals>0</numberOfDecimals>
      </customField>
    </customFields>
    <agreementAdditions>
      <agreementAddition>
        <id>1</id>
        <_info>
          <lastUpdated>2019-11-25T13:18:23Z</lastUpdated>
          <updatedBy>Admin1</updatedBy>
        </_info>
        <product>
          <id>745</id>
          <record>
            <id>745</id>
            <_info>
              <lastUpdated>2005-05-26T14:27:29Z</lastUpdated>
              <updatedBy>user10</updatedBy>
            </_info>
            <identifier>Web Site Service</identifier>
            <description>Web Site Service</description>
            <inactiveFlag>false</inactiveFlag>
            <subcategory>
              <id>38</id>
              <name>Managed Services</name>
            </subcategory>
            <type>
              <id>33</id>
              <name>Fixed Cost Service</name>
            </type>
            <productClass>NonInventory</productClass>
            <serializedFlag>false</serializedFlag>
            <serializedCostFlag>false</serializedCostFlag>
            <phaseProductFlag>false</phaseProductFlag>
            <unitOfMeasure>
              <id>14</id>
              <name>Month</name>
            </unitOfMeasure>
            <minStockLevel>0</minStockLevel>
            <price>1000.000000</price>
            <cost>0.000000</cost>
            <taxableFlag>false</taxableFlag>
            <customerDescription>Managed Web Site Service
Dedicated Website Hosting Service
- Domain Name Service Services
- Domain Name Hostting Services
- 8 IP Address
- 100 GB Transfer per month
- Intel Xeon 2.4 GHz w/HyperTHreading
- Windows 2003 Server
- Windows 2003 Terminal Services


Managed Services
- Site monitoring 24 x 7
- Complete Hardware Maintenance
- Security Updates
- Operating System Updates
- Server Reboot- Server Diagnostics</customerDescription>
            <recurringFlag>false</recurringFlag>
            <recurringRevenue xsi:nil="true" />
            <recurringCost xsi:nil="true" />
            <recurringOneTimeFlag>false</recurringOneTimeFlag>
            <dateEntered>2005-05-26T14:27:29Z</dateEntered>
            <category>
              <id>18</id>
              <name>Managed Services</name>
            </category>
          </record>
          <identifier>Web Site Service</identifier>
        </product>
        <quantity>3.00</quantity>
        <lessIncluded>0.00</lessIncluded>
        <unitPrice>1000.000000</unitPrice>
        <unitCost xsi:nil="true" />
        <billCustomer>Billable</billCustomer>
        <effectiveDate>2005-05-01T00:00:00Z</effectiveDate>
        <cancelledDate xsi:nil="true" />
        <taxableFlag>false</taxableFlag>
        <serialNumber>000000100</serialNumber>
        <invoiceDescription>Managed Web Site Service
Dedicated Website Hosting Service
- Domain Name Service Services
- Domain Name Hostting Services
- 8 IP Address
- 100 GB Transfer per month
- Intel Xeon 2.4 GHz w/HyperTHreading
- Windows 2003 Server
- Windows 2003 Terminal Services


Managed Services
- Site monitoring 24 x 7
- Complete Hardware Maintenance
- Security Updates
- Operating System Updates
- Server Reboot- Server Diagnostics</invoiceDescription>
        <purchaseItemFlag>false</purchaseItemFlag>
        <specialOrderFlag>false</specialOrderFlag>
        <agreementId>2</agreementId>
        <description>Web Site Service</description>
        <billedQuantity>3.00</billedQuantity>
        <uom>Month</uom>
        <extPrice>3000.000000</extPrice>
        <extCost>0.000000</extCost>
        <sequenceNumber>1.00</sequenceNumber>
        <margin>3000.000000</margin>
        <prorateCost>0.000000</prorateCost>
        <proratePrice>0.000000</proratePrice>
        <extendedProrateCost>0.000000</extendedProrateCost>
        <extendedProratePrice>0.000000</extendedProratePrice>
        <prorateCurrentPeriodFlag>false</prorateCurrentPeriodFlag>
        <agreementStatus>Active</agreementStatus>
      </agreementAddition>
      <agreementAddition>
        <id>2</id>
        <_info>
          <lastUpdated>2005-05-19T19:52:51Z</lastUpdated>
          <updatedBy>user10</updatedBy>
        </_info>
        <product>
          <id>747</id>
          <record>
            <id>747</id>
            <_info>
              <lastUpdated>2015-03-18T16:15:26Z</lastUpdated>
              <updatedBy>Admin1</updatedBy>
            </_info>
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            <description>System Support</description>
            <inactiveFlag>false</inactiveFlag>
            <subcategory>
              <id>38</id>
              <name>Managed Services</name>
            </subcategory>
            <type>
              <id>33</id>
              <name>Fixed Cost Service</name>
            </type>
            <productClass>NonInventory</productClass>
            <serializedFlag>false</serializedFlag>
            <serializedCostFlag>false</serializedCostFlag>
            <phaseProductFlag>false</phaseProductFlag>
            <unitOfMeasure>
              <id>14</id>
              <name>Month</name>
            </unitOfMeasure>
            <minStockLevel>0</minStockLevel>
            <price>250.000000</price>
            <cost>2.000000</cost>
            <taxableFlag>false</taxableFlag>
            <customerDescription>Systems Support

- Network File Server covered
- Network Tape Backup covered
- File Server UPS covered
- Network Adapters covered
- Network Workstation Connections
     All Network hardware cabling to allow proper functioning of
     the Workstation on the Local Area Network
- All Network Concentrators/HUBs covered
- All Network Print Server covered
- All Network cabling covered
- All Network Printer cabling covered
- Extended Warranty &amp; Onsite Repair
  </customerDescription>
            <recurringFlag>false</recurringFlag>
            <recurringRevenue xsi:nil="true" />
            <recurringCost xsi:nil="true" />
            <recurringOneTimeFlag>false</recurringOneTimeFlag>
            <dateEntered>2015-03-18T16:15:26Z</dateEntered>
            <category>
              <id>18</id>
              <name>Managed Services</name>
            </category>
          </record>
          <identifier>System Support</identifier>
        </product>
        <quantity>1.00</quantity>
        <lessIncluded>0.00</lessIncluded>
        <unitPrice>250.000000</unitPrice>
        <unitCost xsi:nil="true" />
        <billCustomer>Billable</billCustomer>
        <effectiveDate>2005-05-01T00:00:00Z</effectiveDate>
        <cancelledDate xsi:nil="true" />
        <taxableFlag>false</taxableFlag>
        <invoiceDescription>Systems Support

- Network File Server covered
- Network Tape Backup covered
- File Server UPS covered
- Network Adapters covered
- Network Workstation Connections
     All Network hardware cabling to allow proper functioning of
     the Workstation on the Local Area Network
- All Network Concentrators/HUBs covered
- All Network Print Server covered
- All Network cabling covered
- All Network Printer cabling covered
- Extended Warranty &amp; Onsite Repair
  </invoiceDescription>
        <purchaseItemFlag>false</purchaseItemFlag>
        <specialOrderFlag>false</specialOrderFlag>
        <agreementId>2</agreementId>
        <description>System Support</description>
        <billedQuantity>1.00</billedQuantity>
        <uom>Month</uom>
        <extPrice>250.000000</extPrice>
        <extCost>0.000000</extCost>
        <sequenceNumber>2.00</sequenceNumber>
        <margin>250.000000</margin>
        <prorateCost>0.000000</prorateCost>
        <proratePrice>0.000000</proratePrice>
        <extendedProrateCost>0.000000</extendedProrateCost>
        <extendedProratePrice>0.000000</extendedProratePrice>
        <prorateCurrentPeriodFlag>false</prorateCurrentPeriodFlag>
        <agreementStatus>Active</agreementStatus>
      </agreementAddition>
    </agreementAdditions>
  </Agreement>
</Agreements>