Velixo NX 2023.10 Release Notes - Sage Intacct

SI.WRITEBACKPROJECTESTIMATE

Created by Damien Zwillinger, Modified on Fri, 17 Nov 2023 at 12:19 PM by Harry Lewis

Applies to:

Velixo NX
Sage Intacct

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

TABLE OF CONTENTS

Syntax
Parameters

Syntax

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

Parameters

The SI.WRITEBACKPROJECTESTIMATE function uses the following parameters:

Parameter

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

Estimate Type Optional Name of a project estimate type that defines a subset of workflow types

Posting Settings

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`)

Tips: you may want to use the HSTACK() Excel function

Estimate Status

Optional

The status of the project estimate.

Possible values:

active
inactive
finalized

Custom Fields 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.

Line Update Key

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

Line Description Optional The memo for this entry

Line Account Code Optional The GL account number for which applies to the estimate

Line Quantity Optional Quantity

Line External UOM Optional External unit of measure. 200 characters max.

Line Unit Cost Optional Unit cost (or Unit rate)

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

Line Production Units Optional The production unit value to be sent to Sage Intacct

Line Workflow Type

Optional

The workflow type for this entry.

Possible values:

original
revision
forecast
pending change
approved change
other

Line Effective Date 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

Line Dimensions

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.

Valid setting names:

AccountId (Account code)
DepartmentId
CustomerId
EmployeeId
ItemId
ContractId
TaskId (Cost code)
CostTypeId
VendorId
ClassId

Tips: you may want to use the Excel HSTACK() function

Line Custom Fields 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.

Estimate ID Output Cell Optional A reference to a cell to which the resulting estimate ID should be sent

Line Update Key Output Cell Optional A reference to a cell in which the resulting update key is to be placed

* see Filtering Techniques for Velixo Functions

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

Important: 

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:

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