Customers (GJZJ6J)

The GJZJ6J function creates and updates AR Customers and exports existing Customer data out of Jonas. Every call uses the shared WebMethod / Option / CompanyCode envelope, then passes rows in AR_CustomerMaster_tbl.

User security

  • System Administration > Jonas Template Uploads > Accounts Receivable > Merge A/R Customers
WebMethod
GJZJ6J
6 sample payloads

Options overview

OptionPurpose
templateAn empty template returned by Option: template. Every field is present with an empty value — fill in what you need.
downloadExports an existing Customer serialized into the same shape the API accepts on input.
scanPre-flight error check: send Option: scan with your payload to validate without committing. Jonas returns a list of errors (or none) without touching the database.
updateOnce the scan comes back clean, switch Option to update. Jonas re-scans, and on success inserts / updates the Customer records.

Template

An empty template returned by Option: template. Every field is present with an empty value — fill in what you need.

AR Customer TemplateJSON payload
{
	"WebMethod": "GJZJ6J",
	"Option": "template",
	"CompanyCode": "",
	"ARSubledgerCode": "",
	"UploadOnlySelectedColumns": "false",
	"AR_CustomerMaster_tbl": [{
		"CustomerCode": "",
		"CustomerName": "",
		"AddressLine1": "",
		"AddressLine2": "",
		"AddressLine3": "",
		"PostalZipCode": "",
		"PhoneNumber": "",
		"FaxNumber": "",
		"ContactName": "",
		"SalesPersonCode": "",
		"CreditLimit": ,
		"BillToCustomerCode": "",
		"SpareNumber2": "",
		"AmtTotalToDateSales": ,
		"ProvinceStateCode": "",
		"TaxExemptionNumber": "",
		"AR_CustomerPreferences_tbl": {
			"PORequestedInWO": "",
			"LaborMarkupTable": "",
			"EquipmentMarkupTable": "",
			"TravelMarkupTable": "",
			"PreferredTechnician": "",
			"DefaultSalesCategory": "",
			"FlatRateBook": "",
			"PriceLevelCode": "",
			"Terms": "",
			"WorkOrderCategory": "",
			"EmailAddress": "",
			"PhoneNumber2": "",
			"PartsMarkupOverrideTable": "",
			"DueDateNumberOfDays":
		},
		"FinanceChargeCode": "",
		"AlternateSearchName": "",
		"SpareNumber3": "",
		"SalesTaxApplicable": "",
		"SalesTaxGroup": "",
		"AR_CustomerMarketingInformation_tbl": {
			"MarketingCategory1": "",
			"MarketingCategory2": "",
			"MarketingCategory3": "",
			"PublicationMarketingCategory1": "",
			"PublicationMarketingCategory2": "",
			"PublicationMarketingCategory3": "",
			"AssosiationMarketingCategoty1": "",
			"AssosiationMarketingCategoty2": "",
			"AssosiationMarketingCategoty3": "",
			"CommodityContactName": "",
			"CommodityAddressLine1": "",
			"CommodityAddressLine2": "",
			"CommodityAddressLine3": "",
			"CommodityPostalCode": "",
			"CommodityPhoneNumber": "",
			"CommodityFaxNumber": "",
			"CommodityEmailAddress": "",
			"FinancialContactName": "",
			"FinancialAddressLine1": "",
			"FinancialAddressLine2": "",
			"FinancialAddressLine3": "",
			"FinancialPostalCode": "",
			"FinancialPhoneNumber": "",
			"FinancialFaxNumber": "",
			"FinancialEmailAddress": "",
			"GasBrokerMarketingCategory": "",
			"ElectricBrokerMarketingCategory": ""
		},
		"YearOpened": "",
		"AR_CustomerComments_tbl": [{
			"Comments1": ""
		}],
		"Division": ""
	}]
}

Scan

Pre-flight error check: send Option: scan with your payload to validate without committing. Jonas returns a list of errors (or none) without touching the database.

AR Customer Scan CallSOAP envelope
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:jon="jonas.jonasportal.com/">
   <soapenv:Header/>
   <soapenv:Body>
      <jon:JonasAPI>
         <!--Optional:-->
         <jon:securityToken>fe02f84b459a4a317dd6080678bd8140</jon:securityToken>
         <!--Optional:-->
         <jon:username>*****</jon:username>
         <!--Optional:-->
         <jon:password>*****</jon:password>
         <!--Optional:-->
         <jon:apiParams><![CDATA[

				{"WebMethod":"GJZJ6J","Option":"scan","CompanyCode":"TT","ARSubledgerCode":"AR","UploadOnlySelectedColumns":"false","AR_CustomerMaster_tbl":[{"CustomerCode":"         2","CustomerName":"Customer 2","AddressLine1":"45 Timberline Road","AddressLine2":"Willow Heights","AddressLine3":"AZ","PostalZipCode":"32423","PhoneNumber":"613-850-5656","FaxNumber":"","ContactName":"","SalesPersonCode":"HSE","CreditLimit":0,"BillToCustomerCode":"         6","SpareNumber2":"NORTH","AmtTotalToDateSales":0.00,"ProvinceStateCode":"PQ","TaxExemptionNumber":"","AR_CustomerPreferences_tbl":{"PORequestedInWO":"","LaborMarkupTable":"","EquipmentMarkupTable":"","TravelMarkupTable":"","PreferredTechnician":"","DefaultSalesCategory":"X9","FlatRateBook":"","PriceLevelCode":"","Terms":"","WorkOrderCategory":"","EmailAddress":"customer2@email.com","PhoneNumber2":"","PartsMarkupOverrideTable":"","DueDateNumberOfDays":0},"FinanceChargeCode":"    0","AlternateSearchName":"","SpareNumber3":"","SalesTaxApplicable":"E","SalesTaxGroup":"NJNJ","AR_CustomerMarketingInformation_tbl":{"MarketingCategory1":"","MarketingCategory2":"","MarketingCategory3":"","PublicationMarketingCategory1":"","PublicationMarketingCategory2":"","PublicationMarketingCategory3":"","AssosiationMarketingCategoty1":"","AssosiationMarketingCategoty2":"","AssosiationMarketingCategoty3":"","CommodityContactName":"","CommodityAddressLine1":"","CommodityAddressLine2":"","CommodityAddressLine3":"","CommodityPostalCode":"","CommodityPhoneNumber":"","CommodityFaxNumber":"","CommodityEmailAddress":"","FinancialContactName":"","FinancialAddressLine1":"","FinancialAddressLine2":"","FinancialAddressLine3":"","FinancialPostalCode":"","FinancialPhoneNumber":"","FinancialFaxNumber":"","FinancialEmailAddress":"","GasBrokerMarketingCategory":"","ElectricBrokerMarketingCategory":""},"YearOpened":"2011-08-03T00:00:00Z","Division":"X9"}]}

         ]]></jon:apiParams>
      </jon:JonasAPI>
   </soapenv:Body>
</soapenv:Envelope>
AR Customer Scan ResponseText
HTTP/1.1 200 OK
Cache-Control: private, max-age=0
Content-Type: text/xml; charset=utf-8
Content-Encoding: gzip
Vary: Accept-Encoding
Server: Microsoft-IIS/8.5
X-AspNet-Version: 4.0.30319
X-Powered-By: ASP.NET
Date: Tue, 19 Apr 2016 19:57:46 GMT
Content-Length: 781

<?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"><soap:Body><JonasAPIResponse xmlns="jonas.jonasportal.com/"><JonasAPIResult>{"isAuthenticated":true,"isValid":true,"data":"{\"WebMethod\":\"GJZJ6J\",\"Option\":\"scan\",\"CompanyCode\":\"TT\",\"ARSubledgerCode\":\"AR\",\"UploadOnlySelectedColumns\":\"false\",\"errors\":[\"Invalid CompanyCode\"]}","message":"Login Successful : UserID GJSYSTEM (User 6/10) \r\npid=6504 E:\\GJCWIN\\sbbwin32.dll C:\\Users\\constdev\\AppData\\Roaming\\Jonas\\Data\\sbbwin32.ini E:\\GJCWIN\\lib\r\npgn=E:\\GJCWIN\\CUSTOM\\GJZPXCOM.pvc\r\npfx=C:\\USERS\\CONSTDEV\\APPDATA\\ROAMING\\JONAS\\DATA\\ E:\\GJCWIN\\CUSTOM\\ E:\\GJCWIN\\DATA\\ E:\\GJCWIN\\DATA\\CO_==\\CONST\\ E:\\GJCWIN\\DATA\\CO_==\\ACCT\\ E:\\GJCWIN\\DATA\\CO_==\\PR\\ E:\\GJCWIN\\GJC\\ E:\\GJCWIN\\WO\\ E:\\GJCWIN\\JOBCOST\\ E:\\GJCWIN\\PAYROLL\\ E:\\GJCWIN\\TIME\\ E:\\GJCWIN\\EQUIP\\ E:\\GJCWIN\\USPR\\ E:\\GJCWIN\\GJCSPE\\ "}</JonasAPIResult></JonasAPIResponse></soap:Body></soap:Envelope>
AR Customer Scan Response No ErrorSOAP envelope
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
   <soap:Body>
      <JonasAPIResponse xmlns="jonas.jonasportal.com/">
         <JonasAPIResult>{"isAuthenticated":true,"isValid":true,"data":"{\"WebMethod\":\"GJZJ6J\",\"Option\":\"scan\",\"CompanyCode\":\"JC\",\"ARSubledgerCode\":\"AR\",\"UploadOnlySelectedColumns\":\"false\",\"RecordsProcessed\":\"1\",\"ErrorsFound\":\"0\"}","message":"Login Successful : UserID GJSYSTEM (User 6/10) \r\npid=16236 E:\\GJCWIN\\sbbwin32.dll C:\\Users\\constdev\\AppData\\Roaming\\Jonas\\Data\\sbbwin32.ini E:\\GJCWIN\\lib\r\npgn=E:\\GJCWIN\\CUSTOM\\GJZPXCOM.pvc\r\npfx=C:\\USERS\\CONSTDEV\\APPDATA\\ROAMING\\JONAS\\DATA\\ E:\\GJCWIN\\CUSTOM\\ E:\\GJCWIN\\DATA\\ E:\\GJCWIN\\DATA\\CO_==\\CONST\\ E:\\GJCWIN\\DATA\\CO_==\\ACCT\\ E:\\GJCWIN\\DATA\\CO_==\\PR\\ E:\\GJCWIN\\GJC\\ E:\\GJCWIN\\WO\\ E:\\GJCWIN\\JOBCOST\\ E:\\GJCWIN\\PAYROLL\\ E:\\GJCWIN\\TIME\\ E:\\GJCWIN\\EQUIP\\ E:\\GJCWIN\\USPR\\ E:\\GJCWIN\\GJCSPE\\ "}</JonasAPIResult>
      </JonasAPIResponse>
   </soap:Body>
</soap:Envelope>

Update

Once the scan comes back clean, switch Option to update. Jonas re-scans, and on success inserts / updates the Customer records.

AR Customer Update CallSOAP envelope
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:jon="jonas.jonasportal.com/">
   <soapenv:Header/>
   <soapenv:Body>
      <jon:JonasAPI>
         <!--Optional:-->
         <jon:securityToken>fe02f84b459a4a317dd6080678bd8140</jon:securityToken>
         <!--Optional:-->
         <jon:username>****</jon:username>
         <!--Optional:-->
         <jon:password>****</jon:password>
         <!--Optional:-->
         <jon:apiParams><![CDATA[

				{"WebMethod":"GJZJ6J","Option":"update","CompanyCode":"JC","ARSubledgerCode":"AR","UploadOnlySelectedColumns":"false","AR_CustomerMaster_tbl":[{"CustomerCode":"         2","CustomerName":"Customer 2Updated","AddressLine1":"45 Timberline Road","AddressLine2":"Willow Heights","AddressLine3":"AZ","PostalZipCode":"32423","PhoneNumber":"613-850-5656","FaxNumber":"","ContactName":"","SalesPersonCode":"HSE","CreditLimit":0,"BillToCustomerCode":"         6","SpareNumber2":"NORTH","AmtTotalToDateSales":0.00,"ProvinceStateCode":"PQ","TaxExemptionNumber":"","AR_CustomerPreferences_tbl":{"PORequestedInWO":"","LaborMarkupTable":"","EquipmentMarkupTable":"","TravelMarkupTable":"","PreferredTechnician":"","DefaultSalesCategory":"X9","FlatRateBook":"","PriceLevelCode":"","Terms":"","WorkOrderCategory":"","EmailAddress":"customer2@email.com","PhoneNumber2":"","PartsMarkupOverrideTable":"","DueDateNumberOfDays":0},"FinanceChargeCode":"    0","AlternateSearchName":"","SpareNumber3":"","SalesTaxApplicable":"E","SalesTaxGroup":"NJNJ","AR_CustomerMarketingInformation_tbl":{"MarketingCategory1":"","MarketingCategory2":"","MarketingCategory3":"","PublicationMarketingCategory1":"","PublicationMarketingCategory2":"","PublicationMarketingCategory3":"","AssosiationMarketingCategoty1":"","AssosiationMarketingCategoty2":"","AssosiationMarketingCategoty3":"","CommodityContactName":"","CommodityAddressLine1":"","CommodityAddressLine2":"","CommodityAddressLine3":"","CommodityPostalCode":"","CommodityPhoneNumber":"","CommodityFaxNumber":"","CommodityEmailAddress":"","FinancialContactName":"","FinancialAddressLine1":"","FinancialAddressLine2":"","FinancialAddressLine3":"","FinancialPostalCode":"","FinancialPhoneNumber":"","FinancialFaxNumber":"","FinancialEmailAddress":"","GasBrokerMarketingCategory":"","ElectricBrokerMarketingCategory":""},"YearOpened":"2011-08-03T00:00:00Z","Division":"X9"}]}

         ]]></jon:apiParams>
      </jon:JonasAPI>
   </soapenv:Body>
</soapenv:Envelope>
AR Customer Update ResponseSOAP envelope
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
   <soap:Body>
      <JonasAPIResponse xmlns="jonas.jonasportal.com/">
         <JonasAPIResult>{"isAuthenticated":true,"isValid":true,"data":"{\"WebMethod\":\"GJZJ6J\",\"Option\":\"update\",\"CompanyCode\":\"JC\",\"ARSubledgerCode\":\"AR\",\"UploadOnlySelectedColumns\":\"false\",\"RecordsProcessed\":\"1\",\"ErrorsFound\":\"0\"}","message":"Login Successful : UserID GJSYSTEM (User 6/10) \r\npid=8952 E:\\GJCWIN\\sbbwin32.dll C:\\Users\\constdev\\AppData\\Roaming\\Jonas\\Data\\sbbwin32.ini E:\\GJCWIN\\lib\r\npgn=E:\\GJCWIN\\CUSTOM\\GJZPXCOM.pvc\r\npfx=C:\\USERS\\CONSTDEV\\APPDATA\\ROAMING\\JONAS\\DATA\\ E:\\GJCWIN\\CUSTOM\\ E:\\GJCWIN\\DATA\\ E:\\GJCWIN\\DATA\\CO_==\\CONST\\ E:\\GJCWIN\\DATA\\CO_==\\ACCT\\ E:\\GJCWIN\\DATA\\CO_==\\PR\\ E:\\GJCWIN\\GJC\\ E:\\GJCWIN\\WO\\ E:\\GJCWIN\\JOBCOST\\ E:\\GJCWIN\\PAYROLL\\ E:\\GJCWIN\\TIME\\ E:\\GJCWIN\\EQUIP\\ E:\\GJCWIN\\USPR\\ E:\\GJCWIN\\GJCSPE\\ "}</JonasAPIResult>
      </JonasAPIResponse>
   </soap:Body>
</soap:Envelope>