Terminology differences between the Autotask UI and the API

This article provides a list of REST and SOAP entities whose names may differ from the names in the Autotask GUI.

Overview

The Autotask user interface is dynamic and subject to changes as user needs evolve. The APIs are code-based and, therefore, require a level of consistency that does not apply to the UI. For this reason, the terminology that describes the API entities and field names can differ from the terms that describe the same objects and fields in the UI.

The following table lists the primary terminology differences at this time.

Term in SOAP API Term in REST API Term in UI Additional Context Information
Account Company The default term is Organization or, in the Client Portal, Client. It may also appear in the UI as Company, Account, Business Unit, Client, or Site.

Reasons for difference: Terminology change in the UI and, in English, selection of alternate local term.

Company replaces Account in most usage.
For Client Portal, Client replaces Company (Client Portal client instead of Client Portal account).

In the interface, Account remains Account in word pairings where account means sales account, financial account, or login account; for example, Account Manager, Synchronization Account, User Account.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
AllocationCode

BillingCode

 Billing Code

Reason for difference: Terminology change in the UI.

A code used to categorize labor and other items for billing and reporting purposes. It determines if the item is billable and which Tax Category is applied. Billing Codes include Work Types, Internal Time Codes, Material Codes, Service Codes, Milestone Codes, and Expense Categories.
BillToAddress

BillToAddress

 Billing address

Reason for difference: Terminology change in the UI.

This field represents that address of the company to bill.
ContractFactor, BlockHourFactor

ContractBlockHourFactor

 Block Hour Multiplier A factor that determines how many block hours one hour of labor will consume.
Cost

Cost

 Charge

Reason for difference: Terminology change in the UI.

This field refers to any billable or non-billable monetary amount for an inventory item, product, or material cost associated with a project, ticket, or contract.

In the interface, Cost appears only when referencing a Unit Cost or amount charged by the vendor.
Business Division

OrganizationalLevel1

The default term is Division. It may also appear in the UI as Branch, Business Unit, Sector, or Segment.

 Reason for difference: A user has selected an alternate term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Organizational Structure.
BusinessSubdivision

OrganizationalLevel2

 The default term is Line of Business. It may also appear in the UI as Application, Core Competency, Function, Line, Offering, Product Line, Product/Service Line, Service Line, Subdivision. Reason for difference: A user has selected an alternate term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Organizational Structure.
Equote

Equote

 Quote

Reason for difference: Terminology change in the UI.

Used for all references to a quote, including eQuote.
GeneralLedgerCode

GeneralLedgerCode

 General Ledger Account

Reason for difference: Terminology change in the UI.

Also previously referred to as GL Account, GL Code, and General Ledger Code.
InstalledProduct

ConfigurationItem

 The default term is Device. It may also appear in the UI as Asset, Configuration Item, Installed Asset, or Installed Product. 

Reasons for difference: Terminology change in the UI and, in English, selection of alternate local term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
KeyAccountIcon

KeyAccountIcon

 The term in the UI is Classification.

Reason for difference: Terminology change in the UI.

This field replaces the Key Account Icon classifications.
Labor

Labor

The default term in the UI is Labor. It may also appear in the UI as Arbete or Labour.

 Reason for difference: In English, selection of alternate local term.
LeadReferral

LeadSource

 Lead Source Reason for difference: Terminology change in the UI.
Location

Location

The default term in the UI is Location. It may also appear in the UI as Branch or Site.

 

 Reasons for difference: In English, selection of alternate local term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
Miles

Miles

 Kilometer
Kilometre
Mile

Reason for difference: In English, selection of alternate local term. The selected term in the UI depends upon the language and whether the country follows the metric system.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
ParentAccount

ParentAccount

 The default term in the UI is Parent Organization. It may also appear in the UI as Parent Company, Headquarters, Parent Account, or Parent Client. 

Reason for difference: In English, selection of alternate local term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
ProjectedLiveDate

ProjectedLiveDate

 Promised fulfillment date

Reason for difference: Terminology change in the UI.

Used with Opportunities; the date you expect to deliver goods and services
PromisedDueDate

PromisedFulfillmentDate

 Promised fulfillment date

Reason for difference: Terminology change in the UI.

Used with Sales Orders; the date you expect to deliver goods and services.
State

State

 The default term in the UI is State. It may also appear in the UI as County, Emirate, Island, or Province. 

Reason for difference: In English, selection of alternate local term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
Title

Title

 The term in the UI is Name.

Reason for difference: Terminology change in the UI.

The following entities now have Names instead of Titles:
Reference, Attachment, Opportunity, Appointment, Project, Sales Order, Issue, Item, Activity, Milestone, Phase, Wizard.

Note: In the UI, Contacts have both a name and a title.
PostalCode

PostalCode

 The default term in the UI is Zip Code. It may also appear in the UI as City Code, Post Code, or Postal Code. 

Reason for difference: In English, selection of alternate local term.

To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.