Create a transaction from an opportunity

• Step 1: Create a POST request
• Step 2: Configure authorization
• Step 3: Configure headers
• Step 4: Add JSON payload
• Step 5: Send your request
• Example request
• Example response

To try out the steps in this section, install Postman and open the Postman collection we have prepared for you. In the collection, open the Create a transaction from an opportunity request and replace variables with actual values.

Download Postman Open Postman Collection

Step 1: Create a POST request

Configure your application to send the following request:

POST https://{your_Salesforce_domain}/services/data/v44.0/actions/custom/apex/s2cor__Sage_INV_Create_Transaction

where

• {your_Salesforce_domain} is your Salesforce sandbox or production domain, for example, my-domain-1234.cs89.my.salesforce.com.
• v44.0 is the Force.com REST API version you want to use.
• s2cor__Sage_INV_Create_Transaction is a method exposed by Financials that allows you to create a Transaction record for a specified Opportunity record.

Step 2: Configure authorization

Make sure your request uses OAuth 2.0. Authorization data must be included in the request URL.

Step 3: Configure headers

Configure the request headers to include the following key-value pairs:

Step 4: Add JSON payload

Add the following JSON payload to the request body:

{
  "inputs" : [ {
    "sourceId" : "{ salesforce_record_id }",
    "targetTransactionType" : "{ target_transaction_type }"
  } ]
}

In this JSON, replace the following placeholders with actual values:

• { salesforce_record_id } is the Id attribute value of the source Opportunity record from which you want to create a Transaction record. For example, 0060N00000SjOeSQAV.
• { target_transaction_type } is the s2cor__UID__c (recommended) or Name attribute value of the target Transaction Type record. For example, SalesInvoice_TD_GB. Financials uses the Transaction Type record you specify to create a new Transaction record from the opportunity.

TIP: Values of the s2cor__UID__c attribute can be autogenerated or created manually. We recommend that you manually create descriptive, self-explanatory values. Ensure that each s2cor__UID__c value you create is unique across your Salesforce org.

Step 5: Send your request

As a result, Financials creates a new draft Transaction record whose post status is Unposted and returns the record ID in the response.

NOTE: You can use a tool called Object Maps to map the fields of an Opportunity record to the corresponding fields of a Transaction record. For more information, see the article Object Maps - Financials posted on the Sage Customer Community.

Example request

POST https://my-domain.01.salesforce.com/services/data/v44.0/actions/custom/apex/s2cor__Sage_INV_Create_Transaction
{
  "inputs" : [ {
    "sourceId" : "0060E000008egNmQAI",
    "targetTransactionType" : "ContractProposal_TD_IE"
  } ]
}

Example response

[
    {
        "actionName": "s2cor__Sage_INV_Create_Transaction",
        "errors": null,
        "isSuccess": true,
        "outputValues": {
            "output": "a1v0E000000VtfWQAS"
        }
    }
]

where output contains the Id of the created Transaction record (a1v0E000000VtfWQAS).