Adjustments

An adjustment is a transaction that applies a credit or debit in order to modify the amount owed by a customer.

List adjustments

get/objects/accounts-receivable/adjustment

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.

Permissions and other requirements
SubscriptionAccounts Receivable
User typeBusiness, Employee, Project Manager, and Warehouse users
PermissionsList, View Adjustments
SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples 
Response samples 
application/json
{
  • "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
    }
}
Create an adjustment
post/objects/accounts-receivable/adjustment
Creates a new adjustment.



Permissions and other requirements



SubscriptionAccounts Receivable


User typeBusiness


PermissionsList, View, and Add Adjustments







SecurityOAuth2 
Request 
Request Body schema: application/json
createdDate
required
string <date> 
Date the adjustment was created.


 
 Example:  "2021-01-23"
adjustmentNumber
string or null
Number that can be used to track the AR adjustment.


 
 Example:  "ADJ001"
object
Associated contacts for the AR adjustment.


 
object
Customer contact to invoice for this sale.


 
key
string
System-assigned key for the contact.


 
 Example:  "916"
id
string
Name of the contact.


 
 Example:  "Power Aerospace Materials (C1)"
object
Customer contact for shipping.


 
key
string
System-assigned key for the contact.


 
 Example:  "312"
id
string
Name of the ship-to contact.


 
 Example:  "Power Aerospace Materials(C1)"
object
Tax related information for the ship-to contact.


 
description
string or null
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.


 
currency
string
Base currency


 
 Example:  "USD"
totalDue
string <decimal-precision-2> 
Total amount due.


 
 Example:  "251464.01"
paidDate
string or null <date> 
Payment date


 
 Example:  "2022-11-01"
object
For multi-currency companies, the transaction currency for the adjustment.


 
 Example:  "USD"
currency
required
string
Transaction currency


 
 Example:  "INR"
object
Exchange rate details used to calculate the base amount.


 
date
string <date> 
Exchange rate date for this transaction. Can be the current date, the date the transaction was issued, or the date the transaction will be paid.


 
 Example:  "2021-01-23"
rate
string
Exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  "1.0789"
typeId
string
Exchange rate type used to calculate the base amount from the transaction amount.


 
 Example:  "1"
object
The customer who is the target of the AR adjustment.


 
 Example:  "1"
id
required
string
ID of the customer.


 
 Example:  "Customer_01"
key
string
System-assigned key for the customer.


 
 Example:  "16"
name
string
Name of the customer.


 
 Example:  "Logic Solutions"
glPostingDate
string <date> 
GL posting date.


 
 Example:  "2023-03-24"
object
Tax solution details for this adjustment.


 
key
string or null
System-assigned key to uniquely identify the tax solution.


 
 Example:  "4"
id
string or null
Name or other unique identifier for the tax solution.


 
 Example:  "Australia GST"
object
Supporting document for the adjustment.


 
key
string
System-assigned key for the supporting document.


 
 Example:  "1"
id
string
ID for the supporting document.


 
 Example:  "Sales01"
object
The payment summary details for this adjustment. Summaries are collections of the same types of transactions grouped together for processing.


 
 Example:  "AR Summary: 2022/01/01 Batch"
id
required
string
Name for the AR summary. The system uses this name to identify the summary throughout the Accounts Receivable application.


 
 Example:  "AR Summary: 2022/01/01 Batch"
key
integer
System-assigned key to uniquely identify the summary.


 
 Example:  280
Array of objects
Line items of the AR adjustment.


 
 Array 
memo
string
Memo to describe the line item.


 
 Example:  "50 USD credit"
object
Transaction currency for the line item.


 
 Example:  "100"
object
Exchange rate details used to calculate the base amount.


 
object
Label for the AR account.


 
Array of objects
Tax Entries of the AR adjustment


 
object
Header level details for the AR adjustment's line entries.


 
object
 
 Example:  {"location":{"id":"1"}}
object
 
 Example:  "2995"
Responses 
201
Created


400
Bad Request


Request samples 
application/json
{
  • "customer": {
    • "id": "C-00005"
    },
  • "createdDate": "2023-06-28",
  • "description": "Lyon USD Adj",
  • "adjustmentSummary": {
    • "id": "AR Summary: 2022/01/01 Batch"
    },
  • "baseCurrency": {
    • "paidDate": "2022-11-15",
    • "currency": "USD"
    },
  • "txnCurrency": {
    • "currency": "USD"
    },
  • "lines": [
    • {
      • "txnCurrency": {
        },
      • "glAccount": {
        },
      • "dimensions": {
        }
      }
    ]
}
Response samples 
application/json
{
  • "ia::result": {
    • "id": "270",
    • "key": "270",
    • "href": "/objects/accounts-receivable/adjustment/270"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Get an adjustment
get/objects/accounts-receivable/adjustment/{key}
Returns detailed information for a specified adjustment.



Permissions and other requirements



SubscriptionAccounts Receivable


User typeBusiness, Employee, Project Manager, and Warehouse users


PermissionsList, View Adjustments







SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the adjustment.


 
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "id": "288",
    • "key": "288",
    • "txnType": "ra",
    • "adjustmentNumber": "adj-1",
    • "state": "posted",
    • "customer": {
      • "id": "1",
      • "key": "1",
      • "name": "Power Aerospace Materials",
      • "totalDue": "-17909.55",
      • "href": "/objects/accounts-receivable/customer/1"
      },
    • "documentNumber": "ADJ008567",
    • "description": "Adjustment 3",
    • "createdDate": "2024-09-24",
    • "entity": {
      • "key": "1",
      • "id": "1",
      • "name": "United States of America",
      • "href": "/objects/company-config/entity/1"
      },
    • "glPostingDate": "2024-09-24",
    • "adjustmentSummary": {
      • "id": "AR Summary: 2022/01/01 Batch",
      • "key": 280,
      • "href": "/objects/accounts-receivable/summary/280"
      },
    • "baseCurrency": {
      • "paidDate": "2024-07-19",
      • "currency": "AUD",
      • "totalAmountEntered": "-150.00",
      • "totalSelected": "0.00",
      • "totalPaid": "0.00",
      • "totalDue": "-150.00"
      },
    • "txnCurrency": {
      • "currency": "AUD",
      • "totalEntered": "-150.00",
      • "totalSelected": "0.00",
      • "totalPaid": "0.00",
      • "totalDue": "-150.00"
      },
    • "exchangeRate": {
      • "date": "2024-07-17",
      • "typeId": "Intacct Daily Rate",
      • "rate": "1"
      },
    • "contacts": {
      • "billTo": {
        },
      • "shipTo": {
        }
      },
    • "moduleKey": "4.AR",
    • "audit": {
      • "createdDateTime": "2024-09-24T13:19:27Z",
      • "modifiedDateTime": "2024-09-24T14:01:12Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "taxSolution": {
      • "key": "1",
      • "id": "Australia - GST",
      • "href": "/objects/tax/tax-solution/1"
      },
    • "attachment": {
      • "id": null,
      • "key": null
      },
    • "lines": [
      • {
        }
      ],
    • "href": "/objects/accounts-receivable/adjustment/288"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Update an adjustment
patch/objects/accounts-receivable/adjustment/{key}
Updates an existing adjustment by setting field values. Any fields not provided remain unchanged.



Permissions and other requirements



SubscriptionAccounts Receivable


User typeBusiness


PermissionsList, View, Edit Adjustments







SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the adjustment.


 
Request Body schema: application/json
adjustmentNumber
string or null
Number that can be used to track the AR adjustment.


 
 Example:  "ADJ001"
object
Associated contacts for the AR adjustment.


 
object
Customer contact to invoice for this sale.


 
key
string
System-assigned key for the contact.


 
 Example:  "916"
id
string
Name of the contact.


 
 Example:  "Power Aerospace Materials (C1)"
object
Customer contact for shipping.


 
key
string
System-assigned key for the contact.


 
 Example:  "312"
id
string
Name of the ship-to contact.


 
 Example:  "Power Aerospace Materials(C1)"
object
Tax related information for the ship-to contact.


 
description
string or null
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.


 
currency
string
Base currency


 
 Example:  "USD"
totalDue
string <decimal-precision-2> 
Total amount due.


 
 Example:  "251464.01"
paidDate
string or null <date> 
Payment date


 
 Example:  "2022-11-01"
object
For multi-currency companies, the transaction currency for the adjustment.


 
currency
string
Transaction currency


 
 Example:  "INR"
object
Exchange rate details used to calculate the base amount.


 
date
string <date> 
Exchange rate date for this transaction. Can be the current date, the date the transaction was issued, or the date the transaction will be paid.


 
 Example:  "2021-01-23"
rate
string
Exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  "1.0789"
typeId
string
Exchange rate type used to calculate the base amount from the transaction amount.


 
 Example:  "1"
object
The customer who is the target of the AR adjustment.


 
key
string
System-assigned key for the customer.


 
 Example:  "16"
id
string
ID of the customer.


 
 Example:  "Customer_01"
name
string
Name of the customer.


 
 Example:  "Logic Solutions"
createdDate
string <date> 
Date the adjustment was created.


 
 Example:  "2021-01-23"
glPostingDate
string <date> 
GL posting date.


 
 Example:  "2023-03-24"
object
Tax solution details for this adjustment.


 
key
string or null
System-assigned key to uniquely identify the tax solution.


 
 Example:  "4"
id
string or null
Name or other unique identifier for the tax solution.


 
 Example:  "Australia GST"
object
Supporting document for the adjustment.


 
key
string
System-assigned key for the supporting document.


 
 Example:  "1"
id
string
ID for the supporting document.


 
 Example:  "Sales01"
object
The payment summary details for this adjustment. Summaries are collections of the same types of transactions grouped together for processing.


 
key
integer
System-assigned key to uniquely identify the summary.


 
 Example:  280
id
string
Name for the AR summary. The system uses this name to identify the summary throughout the Accounts Receivable application.


 
 Example:  "AR Summary: 2022/01/01 Batch"
Array of objects
Line items of the AR adjustment.


 
 Array 
memo
string
Memo to describe the line item.


 
 Example:  "50 USD credit"
object
Transaction currency for the line item.


 
object
Exchange rate details used to calculate the base amount.


 
object
Label for the AR account.


 
Array of objects
Tax Entries of the AR adjustment


 
object
Header level details for the AR adjustment's line entries.


 
object
 
object
 
Responses 
200
OK


400
Bad Request


Request samples 
application/json
{
  • "description": "May 2023 Refund"
}
Response samples 
application/json
{
  • "ia::result": {
    • "id": "16855",
    • "key": "16855",
    • "href": "/objects/accounts-receivable/adjustment/16855"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Delete an adjustment
delete/objects/accounts-receivable/adjustment/{key}
Deletes an adjustment. An adjustment can be deleted if it has not yet been applied to an invoice.



Permissions and other requirements



SubscriptionAccounts Receivable


User typeBusiness, Employee, Project Manager, and Warehouse users


PermissionsList, View, Delete Adjustments







SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the adjustment.


 
Responses 
204
No Content


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}
Query adjustments
post/services/core/query
Queries an object for filtered data.


SecurityOAuth2 
Request 
Request Body schema: application/json
object
string
Object type to query, in the form <application-name>/<object name>. For custom objects use platform-apps/nsp::<object-name>.


 
 Example:  "accounts-receivable/adjustment"
fields
Array of strings
List of fields to include in the response. Can be any combination of these:


    

  • The name of a field in the object that you are querying, such as id.
    

    • 

  • The name of a field in a related object, using the form relatedObjectName.fieldName, such as vendor.id.
    

    • 

  • The result of an aggregate function run against the values in the returned objects. Use the form function:fieldName, such as min:startDate to return the earliest starting date. Valid function names are:
    

      

    • count
      • 

    • avg
      • 

    • sum
      • 

    • min
      • 

    • max
      • 

    

    • 

  • The result of an aggregate function run against the values in related objects, using the form function:relatedObjectName.fieldName, such as max:vendor.creditLimit. The same functions are supported as for object fields.
    

    • 



 
 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 {"$eq":{"status":"active"}} to select objects in which status is equal to "active".


 
 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 asOfDate in filterParameters, if set:







    

  • today

  • currentWeek

  • currentMonth

  • currentQuarter

  • currentYear





    

  • yesterday

  • lastWeek

  • priorMonth

  • priorQuarter

  • priorYear









These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the asOfDate each time to retrieve the same data set for different time periods.


For example, {"eq":{"postingDate":"priorYear"}}.


object
The field name and value to be compared with object values.


 
 Example:  {"status":"active"}
filterExpression
string
 Default:  "and"
Logical operators to apply when there are multiple filter conditions. The conditions in the filters array are implicitly numbered starting at 1. Supports and, or, and grouping with parentheses.


Shortcuts:


    

  • and by itself means that all conditions must be true.
    • 

  • or by itself means that at least one condition must be true.
    • 



 
 Example:  "(1 and 2) or 3"
object

Pre-defined filter options.


 
asOfDate
string <date> 
The "as of" date to use with any relative date comparisons in filters. For example, if asOfDate is set to "2022-04-01" then priorMonth will be "03".


The current date is used if asOfDate is not set.


 
 Example:  "2022-04-01"
includeHierarchyFields
boolean
 Default:  false
Set to true to include hierarchical structure information with each object in the response.


 
 Example:  false
caseSensitiveComparison
boolean
 Default:  true
Queries are case-sensitive by default. Set to false to ignore case in a query.


 
 Example:  true
includePrivate
boolean
 Default:  false
By default, in a multi-entity company, queries from the top-level entity do not access data in private entities. Set includePrivate to true if you want to query data in private entities.


 
 Example:  false
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 
property name*
additional property
string
 Enum: "asc" "desc"  
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
Responses 
200
OK


400
Bad Request


Request samples 
application/json
{
  • "object": "accounts-receivable/adjustment",
  • "filters": [
    • {
      • "$eq": {
        }
      }
    ],
  • "fields": [
    • "key",
    • "id",
    • "customer.id",
    • "baseCurrency.currency",
    • "baseCurrency.totalDue",
    • "createdDate",
    • "href"
    ],
  • "orderBy": [
    • {
      • "id": "asc"
      }
    ]
}
Response samples 
application/json
{
  • "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
    }
}