An adjustment is a transaction that applies a credit or debit in order to modify the amount owed by a customer.
Returns a collection with a key, ID, and link for each adjustment. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.
Subscription | Accounts Receivable |
---|---|
User ype | Business, Employee, Project Manager, and Warehouse users |
Permissions | List, View Adjustments |
OK
Bad Request
{- "ia::result": [
- {
- "key": "259",
- "id": "259",
- "href": "/objects/accounts-receivable/adjustment/259"
}, - {
- "key": "295",
- "id": "295",
- "href": "/objects/accounts-receivable/adjustment/295"
}, - {
- "key": "296",
- "id": "296",
- "href": "/objects/accounts-receivable/adjustment/296"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new adjustment.
Subscription | Accounts Receivable |
---|---|
User ype | Business |
Permissions | List, View, and Add Adjustments |
createdDate required | string <date> Date the adjustment was created. Example: "2021-01-23" | ||||||||||||||||
adjustmentNumber | string Number that can be used to track the AR adjustment. Example: "ADJ001" | ||||||||||||||||
object Associated contacts for the AR adjustment. | |||||||||||||||||
| |||||||||||||||||
description | string Description of the AR adjustment. Example: "Computer Hardware & Software Expenses 03/01/20 - 08/31/21 Subscription charges." | ||||||||||||||||
documentNumber | string Invoice number selected as a reference for the adjustment. Example: "INV-1602" | ||||||||||||||||
object For multi-currency companies, the base currency for the adjustment. | |||||||||||||||||
| |||||||||||||||||
object For multi-currency companies, the transaction currency for the adjustment. Example: "USD" | |||||||||||||||||
| |||||||||||||||||
object Exchange rate details used to calculate the base amount. | |||||||||||||||||
| |||||||||||||||||
object The customer who is the target of the AR adjustment. Example: "1" | |||||||||||||||||
| |||||||||||||||||
glPostingDate | string <date> GL posting date. Example: "2023-03-24" | ||||||||||||||||
object Supporting document for the adjustment. | |||||||||||||||||
| |||||||||||||||||
Array of objects Line items of the AR adjustment. | |||||||||||||||||
Array
|
Created
Bad Request
{- "customer": {
- "id": "C-00005"
}, - "createdDate": "2023-06-28",
- "description": "Lyon USD Adj",
- "baseCurrency": {
- "paidDate": "2022-11-15",
- "currency": "USD"
}, - "txnCurrency": {
- "currency": "USD"
}, - "lines": [
- {
- "txnCurrency": {
- "amount": "120.03",
- "currency": "USD"
}, - "glAccount": {
- "id": "2990"
}, - "dimensions": {
- "location": {
- "id": "CA"
}
}
}
]
}
{- "ia::result": {
- "id": "270",
- "key": "270",
- "href": "/objects/accounts-receivable/adjustment/270"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified adjustment.
Subscription | Accounts Receivable |
---|---|
User ype | Business, Employee, Project Manager, and Warehouse users |
Permissions | List, View Adjustments |
key required | string System-assigned unique key for the adjustment. |
OK
Bad Request
{- "ia::result": {
- "id": "7",
- "key": "7",
- "txnType": "ra",
- "adjustmentNumber": null,
- "state": "posted",
- "customer": {
- "id": "C-00003",
- "key": "14",
- "name": "Lyon Worldwide",
- "totalDue": "1344041.29",
- "href": "/objects/accounts-receivable/customer/14"
}, - "documentNumber": "SI-00183",
- "description": null,
- "createdDate": "2023-12-18",
- "audit": {
- "createdDateTime": "2023-12-18T00:00:00Z",
- "modifiedDateTime": "2023-02-08T11:16:19Z",
- "createdBy": null,
- "modifiedBy": null
}, - "glPostingDate": "2023-12-18",
- "attachment": {
- "id": null,
- "key": null
}, - "baseCurrency": {
- "paidDate": null,
- "currency": "USD",
- "totalSelected": "0",
- "totalPaid": "0",
- "totalAmountEntered": "295.00",
- "totalDue": "295.00"
}, - "txnCurrency": {
- "currency": "USD",
- "totalEntered": "295.00",
- "totalSelected": "0",
- "totalPaid": "0",
- "totalDue": "295.00"
}, - "exchangeRate": {
- "date": null,
- "typeId": null,
- "rate": null
}, - "contacts": {
- "billTo": {
- "id": "Power Aerospace Materials (C1)",
- "key": "916",
- "href": "/objects/company-config/contact/916"
}, - "shipTo": {
- "id": "Power Aerospace Materials (C1)",
- "key": "312",
- "href": "/objects/company-config/contact/312"
}, - "moduleKey": "4.AR",
- "lines": [
- {
- "id": "115",
- "key": "115",
- "arAdjustment": {
- "id": "7",
- "key": "7",
- "href": "/objects/accounts-receivable/adjustment/7"
}, - "glAccount": {
- "key": "153",
- "id": "2995",
- "name": "Deferred Revenue Maintenance",
- "href": "/objects/general-ledger/account/153"
}, - "accountLabel": {
- "key": null,
- "id": null
}, - "baseCurrency": {
- "amount": "295.00",
- "currency": "USD"
}, - "txnCurrency": {
- "amount": "295.00",
- "currency": "USD"
}, - "dimensions": {
- "department": {
- "key": 1,
- "id": "01",
- "name": "Sales",
- "href": "/objects/company-config/department/1"
}, - "location": {
- "key": 1,
- "id": "CA",
- "name": "California",
- "href": "/objects/company-config/location/1"
}, - "class": {
- "key": null,
- "id": null,
- "name": null
}, - "item": {
- "key": "1",
- "id": "MTN01-12",
- "name": "Maintenance 12 month Contract",
- "href": "/objects/inventory-control/item/1"
}, - "customer": {
- "key": null,
- "id": null,
- "name": null
}, - "vendor": {
- "key": "1",
- "id": "C-00003V",
- "name": "BT Corp of America",
- "href": "/objects/accounts-payable/vendor/1"
}, - "project": {
- "key": null,
- "id": null,
- "name": null
}, - "employee": {
- "key": null,
- "id": null,
- "name": null
}, - "warehouse": {
- "key": null,
- "id": null,
- "name": null
}, - "contract": {
- "key": null,
- "id": null,
- "name": null
}, - "task": {
- "key": null,
- "id": null,
- "name": null
}
}
}
], - "memo": null,
- "exchangeRate": {
- "date": null,
- "typeId": null,
- "rate": "1"
}, - "lineNumber": "1",
- "adjustmentType": null,
- "isTax": false,
- "audit": {
- "createdDateTime": "2023-03-23T13:10:29Z",
- "modifiedDateTime": "2023-03-24T10:45:23Z",
- "createdBy": 1,
- "modifiedBy": 1
}, - "href": "/objects/accounts-receivable/adjustment-line/115"
}, - "href": "/objects/accounts-receivable/adjustment/7"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing adjustment by setting field values. Any fields not provided remain unchanged.
Subscription | Accounts Receivable |
---|---|
User ype | Business |
Permissions | List, View, Edit Adjustments |
key required | string System-assigned unique key for the adjustment. |
adjustmentNumber | string Number that can be used to track the AR adjustment. Example: "ADJ001" | ||||||||||||||||
object Associated contacts for the AR adjustment. | |||||||||||||||||
| |||||||||||||||||
description | string Description of the AR adjustment. Example: "Computer Hardware & Software Expenses 03/01/20 - 08/31/21 Subscription charges." | ||||||||||||||||
documentNumber | string Invoice number selected as a reference for the adjustment. Example: "INV-1602" | ||||||||||||||||
object For multi-currency companies, the base currency for the adjustment. | |||||||||||||||||
| |||||||||||||||||
object For multi-currency companies, the transaction currency for the adjustment. | |||||||||||||||||
| |||||||||||||||||
object Exchange rate details used to calculate the base amount. | |||||||||||||||||
| |||||||||||||||||
object The customer who is the target of the AR adjustment. | |||||||||||||||||
| |||||||||||||||||
createdDate | string <date> Date the adjustment was created. Example: "2021-01-23" | ||||||||||||||||
glPostingDate | string <date> GL posting date. Example: "2023-03-24" | ||||||||||||||||
object Supporting document for the adjustment. | |||||||||||||||||
| |||||||||||||||||
Array of objects Line items of the AR adjustment. | |||||||||||||||||
Array
|
OK
Bad Request
{- "description": "May 2023 Refund"
}
{- "ia::result": {
- "id": "16855",
- "key": "16855",
- "href": "/objects/accounts-receivable/adjustment/16855"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Deletes an adjustment. An adjustment can be deleted if it has not yet been applied to an invoice.
Subscription | Accounts Receivable |
---|---|
User ype | Business, Employee, Project Manager, and Warehouse users |
Permissions | List, View, Delete Adjustments |
key required | string System-assigned unique key for the adjustment. |
No Content
Bad Request
{- "ia::error": {
- "code": "invalidRequest",
- "message": "Malformed URL",
- "supportId": "sQrM9%7EYdh5oDEWVb80mrn9xuHjoAAAABBQ",
- "details": [
- {
- "code": "invalidRequest",
- "message": "The content type is not valid",
- "correction": "TODO"
}
]
}
}
Queries an object for filtered data.
object | string Object type to query, in the form Example: "accounts-receivable/adjustment" | ||||||||
fields | Array of strings List of fields to include in the response. Can be any combination of these:
Example: ["key","id","max:vendor.creditLimit"] | ||||||||
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object) Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the response. Example: 100 |
OK
Bad Request
{- "object": "accounts-receivable/adjustment",
- "filters": [
- {
- "$eq": {
- "state": "posted"
}
}
], - "fields": [
- "key",
- "id",
- "customer.id",
- "baseCurrency.currency",
- "baseCurrency.totalDue",
- "createdDate",
- "href"
], - "orderBy": [
- {
- "id": "asc"
}
]
}
{- "ia::result": [
- {
- "key": "2",
- "id": "2",
- "customer.id": "C-00003",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-31433.92",
- "createdDate": "2022-12-18",
- "href": "/objects/accounts-receivable/adjustment/2"
}, - {
- "key": "7",
- "id": "7",
- "customer.id": "C-00003",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-6810.68",
- "createdDate": "2022-1-28",
- "href": "/objects/accounts-receivable/adjustment/7"
}, - {
- "key": "61",
- "id": "61",
- "customer.id": "C-00022",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-16000",
- "createdDate": "2023-06-11",
- "href": "/objects/accounts-receivable/adjustment/61"
}, - {
- "key": "63",
- "id": "63",
- "customer.id": "C-00023",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-79233",
- "createdDate": "2023-06-14",
- "href": "/objects/accounts-receivable/adjustment/63"
}, - {
- "key": "90",
- "id": "90",
- "customer.id": "C-00013",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-1666.68",
- "createdDate": "2023-09-08",
- "href": "/objects/accounts-receivable/adjustment/90"
}, - {
- "key": "91",
- "id": "91",
- "customer.id": "C-00023",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-52822",
- "createdDate": "2023-11-08",
- "href": "/objects/accounts-receivable/adjustment/91"
}, - {
- "key": "92",
- "id": "92",
- "customer.id": "C-00003",
- "baseCurrency.currency": "USD",
- "baseCurrency.totalDue": "-32307.7",
- "createdDate": "2010-09-08",
- "href": "/objects/accounts-receivable/adjustment/92"
}
], - "ia::meta": {
- "totalCount": 7,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}