WorkReportLineItem

Represents one measure of work performed by a contractor business for a consumer at a location within a program. This object is available in API version 59.0 and later.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules 

The following fields are available only with the Contractor Work Report Access and User Work Report Access permission sets.

Fields 

AccountId 

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The utility’s consumer or business account associated with the work report line item.
  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

ContractorAccountId 

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The contractor associated with the work report line item
  • Relationship Name: ContractorAccount
  • Relationship Type: Lookup
  • Refers To: Account

CustomerFirstName 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The first name of the customer

CustomerLastName 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The last name of the customer

Description 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the work report line item.

ExternalDocumentIdentifier 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The externally generated ID associated with uploaded documents to this work report line item for application and invoice approvals.

HasError 

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the work report line item has submission errors.
  • Default value: false

LaborCost 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The cost of labor for this work report line item.

LocationId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The location associated with the work report line item. The premises of the customer account in which the measure was installed.
  • Relationship Name: Location
  • Relationship Type: Lookup
  • Refers To: Location

LocationStreetAddress 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference street address for the customer’s premises.

MaterialCost 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The cost of materials and parts for this work report line item.

Measure 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The equipment or part that is installed, repaired, or maintained for this work report line item

Name 

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the work report line item.

OtherCost 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The cost of taxes, fees, and other charges that are not attributed to materials or labor for this work report line item.

ProcessingStatus 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update

  • Description: Specifies the processing status of the work report line item.

  • Default value: New

  • Possible values:

    • ApplicationCreated
    • DetailsRequired
    • InProgress
    • New
    • Rejected

ProductQuantity 

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The quantity of the measure installed at the premises for the same program.

ProgramProductId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The program product associated with the work report line item. These are individual measures within a program implemented at the location by the contractor.
  • Relationship Name: ProgramProduct
  • Relationship Type: Lookup
  • Refers To: ProgramProduct

ProjectName 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The contractor’s project name

ServiceDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the measure was implemented at the customer’s premises.

TotalCost 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The sum of the material cost, labor cost and the other costs in this record. The total invoice for the service provided to the property for the measure within the program for the account on this line item.

UploadedById 

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The account associated with uploading the work report.
  • Relationship Name: UploadedBy
  • Relationship Type: Lookup
  • Refers To: User

WorkReportId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The work report ID associated with the work report line item generated after submission in run time.
  • Relationship Name: WorkReport
  • Relationship Type: Lookup
  • Refers To: WorkReport