POST api/SaiSetupReportsConfiguration/AddOrUpdate

Request Information

URI Parameters

None.

Body Parameters

Name	Type	Additional information
ReportsConfiguration	ReportsConfiguration	None.
AccountId	integer	None.
CompanyId	string	None.
CreatedBy	string	None.
CreatedOn	date	None.

Request Formats

application/json, text/json

Sample:

{
  "ReportsConfiguration": {
    "Quote": {
      "ReportStyle": "sample string 1",
      "TermsAndConditions": "sample string 2",
      "IsPrintTermsAndConditions": true,
      "Notes": "sample string 4",
      "Acceptance": "sample string 5",
      "QuoteValidFor": "sample string 6",
      "PrintPages": {
        "Quote": true,
        "CallPictures": true
      },
      "RequiredSigninOnMobile": true
    },
    "Invoice": {
      "InvoicePrintPages": {
        "Invoice": true,
        "Checklist": true,
        "AuthorizeWork": true,
        "CallPictures": true,
        "Recommendations": true
      },
      "TechnicianColumns": {
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "EquipmentColumns": {
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "IsShowProblemDescription": true,
      "IsShowPartsUsed": true,
      "IsShowCallPictures": true,
      "IsShowCallVideos": true,
      "IsSendBrochure": true,
      "BrochureUrl": "sample string 6",
      "IsPrintTermsAndConditions": true,
      "TermsAndConditions": "sample string 8",
      "IsAttachChecklistAsSeparatePDF": true,
      "Menus": null,
      "FooterText": "sample string 10",
      "RequiredSigninOnMobile": true,
      "AuthorizeWorkPotentialSaving": true,
      "AuthorizeWorkSaving": true
    },
    "AuthorizeWork": {
      "IsPrintTermsAndConditions": true,
      "TermsAndConditions": "sample string 2",
      "RequiredSigninOnMobile": true
    },
    "ServiceReceipt": {
      "ServiceReceiptPrintPages": {
        "Checklist": true,
        "Pictures": true,
        "Recommendations": true
      },
      "ServiceReceiptTechnicianColumns": {
        "Signature": true,
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "EquipmentColumns": {
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "Title": "sample string 1",
      "IsShowProblemDescription": true,
      "IsSendBrochure": true,
      "IsShowCallVideos": true,
      "BrochureUrl": "sample string 5",
      "TermsAndConditions": "sample string 6",
      "IsShowPartsUsed": true,
      "IsAttachChecklistAsSeparatePDF": true,
      "RequiredSigninOnMobile": true
    },
    "ServiceCall": {
      "AR": true,
      "SM": true,
      "CallInfo": true,
      "Recommendation": true,
      "MaintenanceTaskList": {
        "ContractNumber": true,
        "DueDate": true,
        "Amount": true
      },
      "OutstandingSaleQuoteDetails": {
        "QuoteNumber": true,
        "Name": true,
        "Date": true,
        "Amount": true
      },
      "ServiceCallTechnicianColumns": {
        "Status": true,
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "ServiceCallEquipmentColumns": {
        "Warranty": true,
        "ContractNumber": true,
        "LastRepairDate": true,
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "ServiceCallPartsColumns": {
        "Description": true,
        "Qty": true
      },
      "ShowProblemDescription": true,
      "ShowSpecialInstructions": true,
      "SMCustomFields": true,
      "CallCustomFields": true,
      "SMNotes": true,
      "Signature": true,
      "BillingInstructions": true,
      "CallParts": true
    }
  },
  "AccountId": 1,
  "CompanyId": "sample string 2",
  "CreatedBy": "sample string 3",
  "CreatedOn": "2025-12-16T09:39:13.7106552+00:00"
}

application/xml, text/xml

Sample:

<SaiSetupReportsConfiguration xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO.AccountSpecific.Setup">
  <AccountId xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">1</AccountId>
  <CompanyId xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">sample string 2</CompanyId>
  <CreatedBy xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">sample string 3</CreatedBy>
  <CreatedOn xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">2025-12-16T09:39:13.7106552+00:00</CreatedOn>
  <ReportsConfiguration>
    <AuthorizeWork>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TermsAndConditions>sample string 2</TermsAndConditions>
    </AuthorizeWork>
    <Invoice>
      <AuthorizeWorkPotentialSaving>true</AuthorizeWorkPotentialSaving>
      <AuthorizeWorkSaving>true</AuthorizeWorkSaving>
      <BrochureUrl>sample string 6</BrochureUrl>
      <EquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
      </EquipmentColumns>
      <FooterText>sample string 10</FooterText>
      <InvoicePrintPages>
        <AuthorizeWork>true</AuthorizeWork>
        <CallPictures>true</CallPictures>
        <Checklist>true</Checklist>
        <Invoice>true</Invoice>
        <Recommendations>true</Recommendations>
      </InvoicePrintPages>
      <IsAttachChecklistAsSeparatePDF>true</IsAttachChecklistAsSeparatePDF>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <IsSendBrochure>true</IsSendBrochure>
      <IsShowCallPictures>true</IsShowCallPictures>
      <IsShowCallVideos>true</IsShowCallVideos>
      <IsShowPartsUsed>true</IsShowPartsUsed>
      <IsShowProblemDescription>true</IsShowProblemDescription>
      <Menus i:nil="true" />
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
      </TechnicianColumns>
      <TermsAndConditions>sample string 8</TermsAndConditions>
    </Invoice>
    <Quote>
      <Acceptance>sample string 5</Acceptance>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <Notes>sample string 4</Notes>
      <PrintPages>
        <CallPictures>true</CallPictures>
        <Quote>true</Quote>
      </PrintPages>
      <QuoteValidFor>sample string 6</QuoteValidFor>
      <ReportStyle>sample string 1</ReportStyle>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TermsAndConditions>sample string 2</TermsAndConditions>
    </Quote>
    <ServiceCall>
      <AR>true</AR>
      <BillingInstructions>true</BillingInstructions>
      <CallCustomFields>true</CallCustomFields>
      <CallInfo>true</CallInfo>
      <CallParts>true</CallParts>
      <MaintenanceTaskList>
        <Amount>true</Amount>
        <ContractNumber>true</ContractNumber>
        <DueDate>true</DueDate>
      </MaintenanceTaskList>
      <OutstandingSaleQuoteDetails>
        <Amount>true</Amount>
        <Date>true</Date>
        <Name>true</Name>
        <QuoteNumber>true</QuoteNumber>
      </OutstandingSaleQuoteDetails>
      <Recommendation>true</Recommendation>
      <SM>true</SM>
      <SMCustomFields>true</SMCustomFields>
      <SMNotes>true</SMNotes>
      <ServiceCallEquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
        <ContractNumber>true</ContractNumber>
        <LastRepairDate>true</LastRepairDate>
        <Warranty>true</Warranty>
      </ServiceCallEquipmentColumns>
      <ServiceCallPartsColumns>
        <Description>true</Description>
        <Qty>true</Qty>
      </ServiceCallPartsColumns>
      <ServiceCallTechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
        <Status>true</Status>
      </ServiceCallTechnicianColumns>
      <ShowProblemDescription>true</ShowProblemDescription>
      <ShowSpecialInstructions>true</ShowSpecialInstructions>
      <Signature>true</Signature>
    </ServiceCall>
    <ServiceReceipt>
      <BrochureUrl>sample string 5</BrochureUrl>
      <EquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
      </EquipmentColumns>
      <IsAttachChecklistAsSeparatePDF>true</IsAttachChecklistAsSeparatePDF>
      <IsSendBrochure>true</IsSendBrochure>
      <IsShowCallVideos>true</IsShowCallVideos>
      <IsShowPartsUsed>true</IsShowPartsUsed>
      <IsShowProblemDescription>true</IsShowProblemDescription>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <ServiceReceiptPrintPages>
        <Checklist>true</Checklist>
        <Pictures>true</Pictures>
        <Recommendations>true</Recommendations>
      </ServiceReceiptPrintPages>
      <ServiceReceiptTechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
        <Signature>true</Signature>
      </ServiceReceiptTechnicianColumns>
      <TermsAndConditions>sample string 6</TermsAndConditions>
      <Title>sample string 1</Title>
    </ServiceReceipt>
  </ReportsConfiguration>
</SaiSetupReportsConfiguration>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

SaiSetupReportsConfiguration

Name	Type	Additional information
ReportsConfiguration	ReportsConfiguration	None.
AccountId	integer	None.
CompanyId	string	None.
CreatedBy	string	None.
CreatedOn	date	None.

Response Formats

application/json, text/json

Sample:

{
  "ReportsConfiguration": {
    "Quote": {
      "ReportStyle": "sample string 1",
      "TermsAndConditions": "sample string 2",
      "IsPrintTermsAndConditions": true,
      "Notes": "sample string 4",
      "Acceptance": "sample string 5",
      "QuoteValidFor": "sample string 6",
      "PrintPages": {
        "Quote": true,
        "CallPictures": true
      },
      "RequiredSigninOnMobile": true
    },
    "Invoice": {
      "InvoicePrintPages": {
        "Invoice": true,
        "Checklist": true,
        "AuthorizeWork": true,
        "CallPictures": true,
        "Recommendations": true
      },
      "TechnicianColumns": {
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "EquipmentColumns": {
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "IsShowProblemDescription": true,
      "IsShowPartsUsed": true,
      "IsShowCallPictures": true,
      "IsShowCallVideos": true,
      "IsSendBrochure": true,
      "BrochureUrl": "sample string 6",
      "IsPrintTermsAndConditions": true,
      "TermsAndConditions": "sample string 8",
      "IsAttachChecklistAsSeparatePDF": true,
      "Menus": null,
      "FooterText": "sample string 10",
      "RequiredSigninOnMobile": true,
      "AuthorizeWorkPotentialSaving": true,
      "AuthorizeWorkSaving": true
    },
    "AuthorizeWork": {
      "IsPrintTermsAndConditions": true,
      "TermsAndConditions": "sample string 2",
      "RequiredSigninOnMobile": true
    },
    "ServiceReceipt": {
      "ServiceReceiptPrintPages": {
        "Checklist": true,
        "Pictures": true,
        "Recommendations": true
      },
      "ServiceReceiptTechnicianColumns": {
        "Signature": true,
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "EquipmentColumns": {
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "Title": "sample string 1",
      "IsShowProblemDescription": true,
      "IsSendBrochure": true,
      "IsShowCallVideos": true,
      "BrochureUrl": "sample string 5",
      "TermsAndConditions": "sample string 6",
      "IsShowPartsUsed": true,
      "IsAttachChecklistAsSeparatePDF": true,
      "RequiredSigninOnMobile": true
    },
    "ServiceCall": {
      "AR": true,
      "SM": true,
      "CallInfo": true,
      "Recommendation": true,
      "MaintenanceTaskList": {
        "ContractNumber": true,
        "DueDate": true,
        "Amount": true
      },
      "OutstandingSaleQuoteDetails": {
        "QuoteNumber": true,
        "Name": true,
        "Date": true,
        "Amount": true
      },
      "ServiceCallTechnicianColumns": {
        "Status": true,
        "Technician": true,
        "ServiceDate": true,
        "DispatchTime": true,
        "ArriveTime": true,
        "CompleteTime": true,
        "HoursWorked": true
      },
      "ServiceCallEquipmentColumns": {
        "Warranty": true,
        "ContractNumber": true,
        "LastRepairDate": true,
        "Manufacturer": true,
        "Model": true,
        "SerialNum": true,
        "Unit": true,
        "Description": true,
        "System": true
      },
      "ServiceCallPartsColumns": {
        "Description": true,
        "Qty": true
      },
      "ShowProblemDescription": true,
      "ShowSpecialInstructions": true,
      "SMCustomFields": true,
      "CallCustomFields": true,
      "SMNotes": true,
      "Signature": true,
      "BillingInstructions": true,
      "CallParts": true
    }
  },
  "AccountId": 1,
  "CompanyId": "sample string 2",
  "CreatedBy": "sample string 3",
  "CreatedOn": "2025-12-16T09:39:16.3974012+00:00"
}

application/xml, text/xml

Sample:

<SaiSetupReportsConfiguration xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO.AccountSpecific.Setup">
  <AccountId xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">1</AccountId>
  <CompanyId xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">sample string 2</CompanyId>
  <CreatedBy xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">sample string 3</CreatedBy>
  <CreatedOn xmlns="http://schemas.datacontract.org/2004/07/SAWinProV4.Model.DTO">2025-12-16T09:39:16.3974012+00:00</CreatedOn>
  <ReportsConfiguration>
    <AuthorizeWork>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TermsAndConditions>sample string 2</TermsAndConditions>
    </AuthorizeWork>
    <Invoice>
      <AuthorizeWorkPotentialSaving>true</AuthorizeWorkPotentialSaving>
      <AuthorizeWorkSaving>true</AuthorizeWorkSaving>
      <BrochureUrl>sample string 6</BrochureUrl>
      <EquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
      </EquipmentColumns>
      <FooterText>sample string 10</FooterText>
      <InvoicePrintPages>
        <AuthorizeWork>true</AuthorizeWork>
        <CallPictures>true</CallPictures>
        <Checklist>true</Checklist>
        <Invoice>true</Invoice>
        <Recommendations>true</Recommendations>
      </InvoicePrintPages>
      <IsAttachChecklistAsSeparatePDF>true</IsAttachChecklistAsSeparatePDF>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <IsSendBrochure>true</IsSendBrochure>
      <IsShowCallPictures>true</IsShowCallPictures>
      <IsShowCallVideos>true</IsShowCallVideos>
      <IsShowPartsUsed>true</IsShowPartsUsed>
      <IsShowProblemDescription>true</IsShowProblemDescription>
      <Menus i:nil="true" />
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
      </TechnicianColumns>
      <TermsAndConditions>sample string 8</TermsAndConditions>
    </Invoice>
    <Quote>
      <Acceptance>sample string 5</Acceptance>
      <IsPrintTermsAndConditions>true</IsPrintTermsAndConditions>
      <Notes>sample string 4</Notes>
      <PrintPages>
        <CallPictures>true</CallPictures>
        <Quote>true</Quote>
      </PrintPages>
      <QuoteValidFor>sample string 6</QuoteValidFor>
      <ReportStyle>sample string 1</ReportStyle>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <TermsAndConditions>sample string 2</TermsAndConditions>
    </Quote>
    <ServiceCall>
      <AR>true</AR>
      <BillingInstructions>true</BillingInstructions>
      <CallCustomFields>true</CallCustomFields>
      <CallInfo>true</CallInfo>
      <CallParts>true</CallParts>
      <MaintenanceTaskList>
        <Amount>true</Amount>
        <ContractNumber>true</ContractNumber>
        <DueDate>true</DueDate>
      </MaintenanceTaskList>
      <OutstandingSaleQuoteDetails>
        <Amount>true</Amount>
        <Date>true</Date>
        <Name>true</Name>
        <QuoteNumber>true</QuoteNumber>
      </OutstandingSaleQuoteDetails>
      <Recommendation>true</Recommendation>
      <SM>true</SM>
      <SMCustomFields>true</SMCustomFields>
      <SMNotes>true</SMNotes>
      <ServiceCallEquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
        <ContractNumber>true</ContractNumber>
        <LastRepairDate>true</LastRepairDate>
        <Warranty>true</Warranty>
      </ServiceCallEquipmentColumns>
      <ServiceCallPartsColumns>
        <Description>true</Description>
        <Qty>true</Qty>
      </ServiceCallPartsColumns>
      <ServiceCallTechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
        <Status>true</Status>
      </ServiceCallTechnicianColumns>
      <ShowProblemDescription>true</ShowProblemDescription>
      <ShowSpecialInstructions>true</ShowSpecialInstructions>
      <Signature>true</Signature>
    </ServiceCall>
    <ServiceReceipt>
      <BrochureUrl>sample string 5</BrochureUrl>
      <EquipmentColumns>
        <Description>true</Description>
        <Manufacturer>true</Manufacturer>
        <Model>true</Model>
        <SerialNum>true</SerialNum>
        <System>true</System>
        <Unit>true</Unit>
      </EquipmentColumns>
      <IsAttachChecklistAsSeparatePDF>true</IsAttachChecklistAsSeparatePDF>
      <IsSendBrochure>true</IsSendBrochure>
      <IsShowCallVideos>true</IsShowCallVideos>
      <IsShowPartsUsed>true</IsShowPartsUsed>
      <IsShowProblemDescription>true</IsShowProblemDescription>
      <RequiredSigninOnMobile>true</RequiredSigninOnMobile>
      <ServiceReceiptPrintPages>
        <Checklist>true</Checklist>
        <Pictures>true</Pictures>
        <Recommendations>true</Recommendations>
      </ServiceReceiptPrintPages>
      <ServiceReceiptTechnicianColumns>
        <ArriveTime>true</ArriveTime>
        <CompleteTime>true</CompleteTime>
        <DispatchTime>true</DispatchTime>
        <HoursWorked>true</HoursWorked>
        <ServiceDate>true</ServiceDate>
        <Technician>true</Technician>
        <Signature>true</Signature>
      </ServiceReceiptTechnicianColumns>
      <TermsAndConditions>sample string 6</TermsAndConditions>
      <Title>sample string 1</Title>
    </ServiceReceipt>
  </ReportsConfiguration>
</SaiSetupReportsConfiguration>