POST Billings/DeferredManagementFeeExtension/GenerateDeferredManagementFees

Request Information

URI Parameters

None.

Body Parameters

Name	Description	Type	Additional information
DeferredManagementFee		DeferredManagementFeeExtensionDTO	None.
ClientOrderBillingRates		Collection of ClientOrderBillingRateDeferredManagementFeeDTO	None.

Request Formats

application/json, text/json

Sample:

{
  "deferredManagementFee": {
    "deferredManagementFeeExtensionID": 1,
    "clientID": 2,
    "clientOrderID": 3,
    "purchaseMethod": 1,
    "hasIngoingContribution": true,
    "reCalculateOnResale": true,
    "hasCapitalGainLoss": true,
    "capitalGainLossRate": 1.0,
    "resaleDate": "2024-12-04T08:12:36.8338322+00:00",
    "resaleAmount": 1.0,
    "recordState": 1,
    "ingoingContributionAmount": 1.0,
    "capitalGainLossAmount": 0.0,
    "capitalGainLossTotal": 0.0,
    "journalItemID": 1,
    "created": {
      "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
      "userName": "sample string 2",
      "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
    },
    "lastUpdated": {
      "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
      "userName": "sample string 2",
      "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
    }
  },
  "clientOrderBillingRates": [
    {
      "billingRate": {
        "sample string 1": {},
        "sample string 3": {}
      },
      "group": {
        "sample string 1": {},
        "sample string 3": {}
      },
      "recurrenceType": 1,
      "dmfRatePercentage": 1.0,
      "ingoingContributionAmount": 2.0,
      "actualContributionAmount": 1.0,
      "actualContributionDate": "2024-12-04T08:12:36.8338322+00:00",
      "isRental": true,
      "isDeducted": true,
      "useActualContributionAmount": true,
      "dmfRate": 6.0,
      "dmfTaxAmount": 7.0,
      "yearlyAmount": 8.0,
      "rootClientOrderBillingRateID": 9,
      "clientOrderBillingRateID": 10,
      "clientOrderID": 11,
      "clientID": 12,
      "clientName": {
        "lastName": "sample string 1",
        "firstName": "sample string 2",
        "preferredName": "sample string 3",
        "middleName": "sample string 4",
        "prefix": "sample string 5",
        "suffix": "sample string 6",
        "summary": "sample string 1, sample string 2 (sample string 3)"
      },
      "buid": 13,
      "businessUnitName": "sample string 14",
      "funderID": 15,
      "funderName": "sample string 16",
      "billingRateID": 17,
      "groupID": 1,
      "groupName": "sample string 18",
      "type": 2,
      "startDate": "2024-12-04T08:12:36.8338322+00:00",
      "stopDate": "2024-12-04T08:12:36.8338322+00:00",
      "usedInInvoice": true,
      "recordState": 1,
      "comments": "sample string 21",
      "created": {
        "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
        "userName": "sample string 2",
        "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
      },
      "lastUpdated": {
        "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
        "userName": "sample string 2",
        "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
      },
      "summary": "ClientOrderBillingRateDTO",
      "billingRateHistory": {
        "billingRateHistory": [
          {
            "billingRateAmount": 1.0,
            "startDate": "2024-12-04T08:12:36.8338322+00:00",
            "stopDate": "2024-12-04T08:12:36.8338322+00:00"
          },
          {
            "billingRateAmount": 1.0,
            "startDate": "2024-12-04T08:12:36.8338322+00:00",
            "stopDate": "2024-12-04T08:12:36.8338322+00:00"
          }
        ]
      },
      "clientOrderBillingRateActionType": 0,
      "vendorID": "sample string 22",
      "vendorInvoice": "sample string 23",
      "vendorItemDesc": "sample string 24",
      "isVendorInvoice": true,
      "paymentMethod": 10,
      "hasInAdvancedResidentFrequency": true,
      "finalizedInvoices": 26,
      "unfinalizedInvoices": 27
    },
    {
      "billingRate": {
        "sample string 1": {},
        "sample string 3": {}
      },
      "group": {
        "sample string 1": {},
        "sample string 3": {}
      },
      "recurrenceType": 1,
      "dmfRatePercentage": 1.0,
      "ingoingContributionAmount": 2.0,
      "actualContributionAmount": 1.0,
      "actualContributionDate": "2024-12-04T08:12:36.8338322+00:00",
      "isRental": true,
      "isDeducted": true,
      "useActualContributionAmount": true,
      "dmfRate": 6.0,
      "dmfTaxAmount": 7.0,
      "yearlyAmount": 8.0,
      "rootClientOrderBillingRateID": 9,
      "clientOrderBillingRateID": 10,
      "clientOrderID": 11,
      "clientID": 12,
      "clientName": {
        "lastName": "sample string 1",
        "firstName": "sample string 2",
        "preferredName": "sample string 3",
        "middleName": "sample string 4",
        "prefix": "sample string 5",
        "suffix": "sample string 6",
        "summary": "sample string 1, sample string 2 (sample string 3)"
      },
      "buid": 13,
      "businessUnitName": "sample string 14",
      "funderID": 15,
      "funderName": "sample string 16",
      "billingRateID": 17,
      "groupID": 1,
      "groupName": "sample string 18",
      "type": 2,
      "startDate": "2024-12-04T08:12:36.8338322+00:00",
      "stopDate": "2024-12-04T08:12:36.8338322+00:00",
      "usedInInvoice": true,
      "recordState": 1,
      "comments": "sample string 21",
      "created": {
        "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
        "userName": "sample string 2",
        "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
      },
      "lastUpdated": {
        "dateUtc": "2024-12-04T08:12:36.8338322+00:00",
        "userName": "sample string 2",
        "summary": "sample string 2 on 12/4/2024 8:12:36 AM"
      },
      "summary": "ClientOrderBillingRateDTO",
      "billingRateHistory": {
        "billingRateHistory": [
          {
            "billingRateAmount": 1.0,
            "startDate": "2024-12-04T08:12:36.8338322+00:00",
            "stopDate": "2024-12-04T08:12:36.8338322+00:00"
          },
          {
            "billingRateAmount": 1.0,
            "startDate": "2024-12-04T08:12:36.8338322+00:00",
            "stopDate": "2024-12-04T08:12:36.8338322+00:00"
          }
        ]
      },
      "clientOrderBillingRateActionType": 0,
      "vendorID": "sample string 22",
      "vendorInvoice": "sample string 23",
      "vendorItemDesc": "sample string 24",
      "isVendorInvoice": true,
      "paymentMethod": 10,
      "hasInAdvancedResidentFrequency": true,
      "finalizedInvoices": 26,
      "unfinalizedInvoices": 27
    }
  ]
}

application/xml, text/xml

Sample:

<GenerateDeferredManagementFeesDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/ProcuraGroup.Billings.Models">
  <ClientOrderBillingRates xmlns:d2p1="http://schemas.datacontract.org/2004/07/ProcuraGroup.Models">
    <d2p1:ClientOrderBillingRateDeferredManagementFeeDTO>
      <d2p1:BUID>13</d2p1:BUID>
      <d2p1:BillingRate xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 1</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 3</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
      </d2p1:BillingRate>
      <d2p1:BillingRateHistory>
        <d2p1:BillingRateHistory>
          <d2p1:BillingRateHistoryReferencesDTO>
            <d2p1:BillingRateAmount>1</d2p1:BillingRateAmount>
            <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
            <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
          </d2p1:BillingRateHistoryReferencesDTO>
          <d2p1:BillingRateHistoryReferencesDTO>
            <d2p1:BillingRateAmount>1</d2p1:BillingRateAmount>
            <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
            <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
          </d2p1:BillingRateHistoryReferencesDTO>
        </d2p1:BillingRateHistory>
      </d2p1:BillingRateHistory>
      <d2p1:BillingRateID>17</d2p1:BillingRateID>
      <d2p1:BusinessUnitName>sample string 14</d2p1:BusinessUnitName>
      <d2p1:ClientID>12</d2p1:ClientID>
      <d2p1:ClientName>
        <d2p1:FirstName>sample string 2</d2p1:FirstName>
        <d2p1:LastName>sample string 1</d2p1:LastName>
        <d2p1:MiddleName>sample string 4</d2p1:MiddleName>
        <d2p1:PreferredName>sample string 3</d2p1:PreferredName>
        <d2p1:Prefix>sample string 5</d2p1:Prefix>
        <d2p1:Suffix>sample string 6</d2p1:Suffix>
      </d2p1:ClientName>
      <d2p1:ClientOrderBillingRateActionType>None</d2p1:ClientOrderBillingRateActionType>
      <d2p1:ClientOrderBillingRateID>10</d2p1:ClientOrderBillingRateID>
      <d2p1:ClientOrderID>11</d2p1:ClientOrderID>
      <d2p1:Comments>sample string 21</d2p1:Comments>
      <d2p1:Created>
        <d2p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d2p1:DateUtc>
        <d2p1:UserName>sample string 2</d2p1:UserName>
      </d2p1:Created>
      <d2p1:FunderID>15</d2p1:FunderID>
      <d2p1:FunderName>sample string 16</d2p1:FunderName>
      <d2p1:Group xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 1</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 3</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
      </d2p1:Group>
      <d2p1:GroupID>1</d2p1:GroupID>
      <d2p1:GroupName>sample string 18</d2p1:GroupName>
      <d2p1:HasInAdvancedResidentFrequency>true</d2p1:HasInAdvancedResidentFrequency>
      <d2p1:IsVendorInvoice>true</d2p1:IsVendorInvoice>
      <d2p1:LastUpdated>
        <d2p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d2p1:DateUtc>
        <d2p1:UserName>sample string 2</d2p1:UserName>
      </d2p1:LastUpdated>
      <d2p1:PaymentMethod>Cash</d2p1:PaymentMethod>
      <d2p1:RecordState>Active</d2p1:RecordState>
      <d2p1:RootClientOrderBillingRateID>9</d2p1:RootClientOrderBillingRateID>
      <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
      <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
      <d2p1:Type>Fee</d2p1:Type>
      <d2p1:UsedInInvoice>true</d2p1:UsedInInvoice>
      <d2p1:VendorID>sample string 22</d2p1:VendorID>
      <d2p1:VendorInvoice>sample string 23</d2p1:VendorInvoice>
      <d2p1:VendorItemDesc>sample string 24</d2p1:VendorItemDesc>
      <d2p1:finalizedInvoices>26</d2p1:finalizedInvoices>
      <d2p1:unfinalizedInvoices>27</d2p1:unfinalizedInvoices>
      <d2p1:ActualContributionAmount>1</d2p1:ActualContributionAmount>
      <d2p1:ActualContributionDate>2024-12-04T08:12:36.8338322+00:00</d2p1:ActualContributionDate>
      <d2p1:DMFRate>6</d2p1:DMFRate>
      <d2p1:DMFRatePercentage>1</d2p1:DMFRatePercentage>
      <d2p1:DMFTaxAmount>7</d2p1:DMFTaxAmount>
      <d2p1:IngoingContributionAmount>2</d2p1:IngoingContributionAmount>
      <d2p1:IsDeducted>true</d2p1:IsDeducted>
      <d2p1:IsRental>true</d2p1:IsRental>
      <d2p1:RecurrenceType>OneTime</d2p1:RecurrenceType>
      <d2p1:UseActualContributionAmount>true</d2p1:UseActualContributionAmount>
      <d2p1:YearlyAmount>8</d2p1:YearlyAmount>
    </d2p1:ClientOrderBillingRateDeferredManagementFeeDTO>
    <d2p1:ClientOrderBillingRateDeferredManagementFeeDTO>
      <d2p1:BUID>13</d2p1:BUID>
      <d2p1:BillingRate xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 1</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 3</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
      </d2p1:BillingRate>
      <d2p1:BillingRateHistory>
        <d2p1:BillingRateHistory>
          <d2p1:BillingRateHistoryReferencesDTO>
            <d2p1:BillingRateAmount>1</d2p1:BillingRateAmount>
            <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
            <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
          </d2p1:BillingRateHistoryReferencesDTO>
          <d2p1:BillingRateHistoryReferencesDTO>
            <d2p1:BillingRateAmount>1</d2p1:BillingRateAmount>
            <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
            <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
          </d2p1:BillingRateHistoryReferencesDTO>
        </d2p1:BillingRateHistory>
      </d2p1:BillingRateHistory>
      <d2p1:BillingRateID>17</d2p1:BillingRateID>
      <d2p1:BusinessUnitName>sample string 14</d2p1:BusinessUnitName>
      <d2p1:ClientID>12</d2p1:ClientID>
      <d2p1:ClientName>
        <d2p1:FirstName>sample string 2</d2p1:FirstName>
        <d2p1:LastName>sample string 1</d2p1:LastName>
        <d2p1:MiddleName>sample string 4</d2p1:MiddleName>
        <d2p1:PreferredName>sample string 3</d2p1:PreferredName>
        <d2p1:Prefix>sample string 5</d2p1:Prefix>
        <d2p1:Suffix>sample string 6</d2p1:Suffix>
      </d2p1:ClientName>
      <d2p1:ClientOrderBillingRateActionType>None</d2p1:ClientOrderBillingRateActionType>
      <d2p1:ClientOrderBillingRateID>10</d2p1:ClientOrderBillingRateID>
      <d2p1:ClientOrderID>11</d2p1:ClientOrderID>
      <d2p1:Comments>sample string 21</d2p1:Comments>
      <d2p1:Created>
        <d2p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d2p1:DateUtc>
        <d2p1:UserName>sample string 2</d2p1:UserName>
      </d2p1:Created>
      <d2p1:FunderID>15</d2p1:FunderID>
      <d2p1:FunderName>sample string 16</d2p1:FunderName>
      <d2p1:Group xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 1</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
        <d4p1:KeyValueOfstringanyType>
          <d4p1:Key>sample string 3</d4p1:Key>
          <d4p1:Value />
        </d4p1:KeyValueOfstringanyType>
      </d2p1:Group>
      <d2p1:GroupID>1</d2p1:GroupID>
      <d2p1:GroupName>sample string 18</d2p1:GroupName>
      <d2p1:HasInAdvancedResidentFrequency>true</d2p1:HasInAdvancedResidentFrequency>
      <d2p1:IsVendorInvoice>true</d2p1:IsVendorInvoice>
      <d2p1:LastUpdated>
        <d2p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d2p1:DateUtc>
        <d2p1:UserName>sample string 2</d2p1:UserName>
      </d2p1:LastUpdated>
      <d2p1:PaymentMethod>Cash</d2p1:PaymentMethod>
      <d2p1:RecordState>Active</d2p1:RecordState>
      <d2p1:RootClientOrderBillingRateID>9</d2p1:RootClientOrderBillingRateID>
      <d2p1:StartDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StartDate>
      <d2p1:StopDate>2024-12-04T08:12:36.8338322+00:00</d2p1:StopDate>
      <d2p1:Type>Fee</d2p1:Type>
      <d2p1:UsedInInvoice>true</d2p1:UsedInInvoice>
      <d2p1:VendorID>sample string 22</d2p1:VendorID>
      <d2p1:VendorInvoice>sample string 23</d2p1:VendorInvoice>
      <d2p1:VendorItemDesc>sample string 24</d2p1:VendorItemDesc>
      <d2p1:finalizedInvoices>26</d2p1:finalizedInvoices>
      <d2p1:unfinalizedInvoices>27</d2p1:unfinalizedInvoices>
      <d2p1:ActualContributionAmount>1</d2p1:ActualContributionAmount>
      <d2p1:ActualContributionDate>2024-12-04T08:12:36.8338322+00:00</d2p1:ActualContributionDate>
      <d2p1:DMFRate>6</d2p1:DMFRate>
      <d2p1:DMFRatePercentage>1</d2p1:DMFRatePercentage>
      <d2p1:DMFTaxAmount>7</d2p1:DMFTaxAmount>
      <d2p1:IngoingContributionAmount>2</d2p1:IngoingContributionAmount>
      <d2p1:IsDeducted>true</d2p1:IsDeducted>
      <d2p1:IsRental>true</d2p1:IsRental>
      <d2p1:RecurrenceType>OneTime</d2p1:RecurrenceType>
      <d2p1:UseActualContributionAmount>true</d2p1:UseActualContributionAmount>
      <d2p1:YearlyAmount>8</d2p1:YearlyAmount>
    </d2p1:ClientOrderBillingRateDeferredManagementFeeDTO>
  </ClientOrderBillingRates>
  <DeferredManagementFee>
    <CapitalGainLossRate>1</CapitalGainLossRate>
    <ClientID>2</ClientID>
    <ClientOrderID>3</ClientOrderID>
    <Created xmlns:d3p1="http://schemas.datacontract.org/2004/07/ProcuraGroup.Models">
      <d3p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d3p1:DateUtc>
      <d3p1:UserName>sample string 2</d3p1:UserName>
    </Created>
    <DeferredManagementFeeExtensionID>1</DeferredManagementFeeExtensionID>
    <HasCapitalGainLoss>true</HasCapitalGainLoss>
    <HasIngoingContribution>true</HasIngoingContribution>
    <IngoingContributionAmount>1</IngoingContributionAmount>
    <JournalItemID>1</JournalItemID>
    <LastUpdated xmlns:d3p1="http://schemas.datacontract.org/2004/07/ProcuraGroup.Models">
      <d3p1:DateUtc>2024-12-04T08:12:36.8338322+00:00</d3p1:DateUtc>
      <d3p1:UserName>sample string 2</d3p1:UserName>
    </LastUpdated>
    <PurchaseMethod>Rental</PurchaseMethod>
    <ReCalculateOnResale>true</ReCalculateOnResale>
    <RecordState>Active</RecordState>
    <ResaleAmount>1</ResaleAmount>
    <ResaleDate>2024-12-04T08:12:36.8338322+00:00</ResaleDate>
  </DeferredManagementFee>
</GenerateDeferredManagementFeesDTO>

application/x-www-form-urlencoded

Sample:

Sample not available.

application/x-compressed-json

Sample:

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Response Information

Resource Description

IHttpActionResult

None.

Response Formats

application/json, text/json, application/xml, text/xml, application/x-compressed-json

Sample:

Sample not available.