SI.WRITEBACKPROJECTESTIMATE

Overview

The SI.WRITEBACKPROJECTESTIMATE function creates or updates a project estimate in Sage Intacct.

Syntax

CODE

=SI.WRITEBACKPROJECTESTIMATE(
    ConnectionName,
    EstimateID,
    ProjectID,
    Date,
    Description,
    IsPrimary,
    EstimateType,
    PostingSettings,
    EstimateStatus,
    CustomFields,
    LineUpdateKey,
    LineDescription,
    LineAccountCode,
    LineQuantity,
    LineExternalUOM,
    LineUnitCost,
    LineAmount,
    LineProductionUnits,
    LineWorkflowType,
    LineEffectiveDate,
    LineDimensions,
    LineCustomFields,
    EstimateIdOutputCell,
    LineUpdateKeyOutputCell
)

Arguments

The SI.WRITEBACKPROJECTESTIMATE function uses the following arguments:

Argument

Required/ Optional

Description

ConnectionName

Required

The name of the connection as configured in the Connection Manager

EstimateID

Optional

The EstimateID to be used in Sage Intatct

ProjectID

Optional

The ProjectID to be used in Sage Intacct

Date

Optional

The estimate date

Description

Optional

A textual description of the Project Estimate

IsPrimary

Optional

TRUE or FALSE
Specifies if this is the primary estimate for the project

EstimateType

Optional

Name of a project estimate type that defines a subset of workflow types

PostingSettings

Optional

A two-column Excel range where the first column contains a posting setting name, and the second column contains the respective value for that setting.

Postings settings	Description
shouldPost	Post to the GL Budget Values: `TRUE`; `FALSE`
budgetId	A valid GL Budget ID
postTo	GL Budget period, either `First period`, `All periods`, `Estimate date`, or `Effective date`. (Default: `First period`)

For example:

CODE

=HSTACK({"shouldPost";"budgetId";"postTo"},VSTACK(TRUE,"MyBudget","Estimate date"))

EstimateStatus

Optional

The status of the project estimate.

Possible values:

active
inactive
finalized

CustomFields

Optional

A two-column Excel range where the first column contains a posting setting name, and the second column contains the respective value for that setting.

LineUpdateKey

Optional

Possible values:

A Record Number - only the line (within the existing Sage Intacct Project Estimate) with that record number will be updated during the writeback process.
Blank - only new rows within the writeback worksheet will be sent to Sage Intacct. Any existing estimate lines (within Sage Intacct) will be preserved.
#recreate - all existing estimate lines (with the Sage Intacct Project Estimate) will be deleted and replace with the lines being written to the project estimate. When using this option, it is required that *all* writeback lines contain "#recreate" as the LineUpdateKey

LineDescription

Optional

The memo for this entry

LineAccountCode

Optional

The GL account number for which applies to the estimate

LineQuantity

Optional

Quantity

LineExternalUOM

Optional

External unit of measure. 200 characters max.

LineUnitCost

Optional

Unit cost (or Unit rate)

LineAmount

Optional

Required if Line Quantity and Line Unit Cost (or Line Production Units) are not specified

LineProductionUnits

Optional

The production unit value to be sent to Sage Intacct

LineWorkflowType

Optional

The workflow type for this entry.

Possible values:

original
revision
forecast
pending change
approved change
other

LineEffectiveDate

Optional

Date that the transaction entry comes into effect from a GL budget or reporting perspective. Set if Posting period (Postto) value in Posting Settings is set to Effective date

LineDimensions

Optional

Either:

A two-column Excel range, where the first column contains the name of a predefined analytical dimension (e.g. department, customer, project etc.), and the second column contains the semicolon-separated list of values for that dimension. OR
A multi-column array where the first row (or column) of the array contains the name of a predefined analytical dimension, and the remaining rows (or columns) contain the individual values for that dimension.

For more in-depth information about filtering by Dimensions: see Using Dimensions

LineCustomFields

Optional

A two-column (or two-row) Excel range where the first column/row contains a posting setting name, and the second column/row contains the respective value for that setting.

EstimateIDOutputCell

Optional

A reference to a cell to which the resulting estimate ID should be sent

LineUpdateKeyOutputCell

Optional

A reference to a cell in which the resulting update key is to be placed

see Filtering Techniques for Velixo Functions

For extra information, please refer to the Sage Intacct API documentation at:Project Estimates | Sage Intacct Developer.

Sage Intacct Overriding Specified Account

Under certain circumstances, Sage Intacct can override the Account specified in the Project Estimate Writeback - the account configured for the respective Task and/or Cost Code may take precedence.

If it is desired to ALWAYS use the exact account specified in the writeback function, the following setting can be enabled within Sage Intacct:

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Open the company in Sage Intacct. Navigate to the Project → Configuration page and check the Override GL account at the estimate line in the Project estimates section. Click Save.

Creating Multiple Project Estimates

If there are multiple writeback functions on the worksheet that intend to create a *new* estimate (i.e., the EstimateID is not provided), *and* if those functions specify different values for the Description field, then Velixo will treat this as an intent to create different estimates during the same writeback run.