Item groups

An item group categorizes item dimension records, mainly for the purpose of structuring financial reporting.

List item group objects

get/objects/inventory-control/item-group

Returns up to 100 item group references from the collection with a key, ID, and link for each item group. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "1",
      • "id": "Top Level Items",
      • "href": "/objects/inventory-control/item-group/1"
      },
    • {
      • "key": "5",
      • "id": "Items with Activity",
      • "href": "/objects/inventory-control/item-group/5"
      },
    • {
      • "key": "6",
      • "id": "Costing Group",
      • "href": "/objects/inventory-control/item-group/6"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an item group

post/objects/inventory-control/item-group

Creates a new item group.

SecurityOAuth2
Request
Request Body schema: application/json

Create a new item group

id
required
string

Unique identifier for the Item group.

Example: "1st Level Items"
name
required
string

Name of the item group.

Example: "Level 1 Items"
groupType
required
string

Group membership type. Set the group type to filter from the whole set of dimension groups. * all - All items that match the memberFilter criteria. If ‘all’ is selected, 'memberFilter' is required. * specific - Specify the items to include and their order in the groupMembers array. If ‘specific’ is selected, 'groupMembers' is required.

Enum: "all" "specific"
Example: "all"
description
string

Description about the item group.

Example: "Level 1 Items"
createDimensionComponents
boolean
Default: false

Set to 'true' to create a dimension structure that enables the group to be used on the rows and columns of financial reports. If this field is set to false, the group can only be used for filtering.

Example: true
object

General ledger (GL) account group associated with the item group.

key
string
Example: "23"
id
string

ID for the gl-account-group.

Example: "1st Level Items"
object

One or more filters to select the vendors to include in the vendor group.

object
string

Object type to filter on.

Example: "accounts-payable/vendor"
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 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.

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"
Array of objects <= 1 items

Sort order for the results that match the filters when the group is displayed in reports. Each entry consists of a field name to sort by and whether it should be sorted in ascending or descending order.

Example: [{"id":"asc"}]
Array (<= 1 items)
property name*
additional property
string
Enum: "asc" "desc"
size
integer

The maximum number of records that match the filters to include in the group when it is displayed in reports.

Example: 100
Array of objects

The members of the item group.

Array
object

Item group that this item is a member of.

object

Item that is a member of the group.

sortOrder
integer

Sort Order of the item within the item group.

Example: 1
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "InsuranceItemsGroup",
  • "name": "Insurance Items Group",
  • "description": "Items that require insurance",
  • "groupType": "specific",
  • "createDimensionComponents": true,
  • "memberFilter": [ ],
  • "groupMembers": [
    • {
      • "item": {
        },
      • "sortOrder": 0
      },
    • {
      • "item": {
        },
      • "sortOrder": 1
      },
    • {
      • "item": {
        },
      • "sortOrder": 2
      }
    ]
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "14",
    • "id": "InsuranceItemsGroup",
    • "href": "/objects/inventory-control/item-group/14"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get an item group

get/objects/inventory-control/item-group/{key}

Returns detailed information for a specified item group.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the item group.

Example: 116
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "12",
    • "id": "BooksGroup",
    • "name": "BooksGroup",
    • "description": "Group for Books",
    • "groupType": "all",
    • "memberFilter": {
      • "object": "inventory-control/item",
      • "filterExpression": "and",
      • "filters": [
        ],
      • "orderBy": {
        }
      },
    • "audit": {
      • "createdDateTime": "2023-12-12T23:33:05Z",
      • "modifiedDateTime": "2023-12-12T23:33:05Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "glAccountGroup": {
      • "id": "BooksGroup"
      },
    • "groupMembers": [ ],
    • "href": "/objects/inventory-control/item-group/12"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update an item group

patch/objects/inventory-control/item-group/{key}

Updates an existing item group by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the item group.

Example: 116
Request Body schema: application/json
name
string

Name of the item group.

Example: "Level 1 Items"
description
string

Description about the item group.

Example: "Level 1 Items"
groupType
string

Group membership type. Set the group type to filter from the whole set of dimension groups. * all - All items that match the memberFilter criteria. If ‘all’ is selected, 'memberFilter' is required. * specific - Specify the items to include and their order in the groupMembers array. If ‘specific’ is selected, 'groupMembers' is required.

Enum: "all" "specific"
Example: "all"
createDimensionComponents
boolean
Default: false

Set to 'true' to create a dimension structure that enables the group to be used on the rows and columns of financial reports. If this field is set to false, the group can only be used for filtering.

Example: true
object

General ledger (GL) account group associated with the item group.

key
string
Example: "23"
id
string

ID for the gl-account-group.

Example: "1st Level Items"
object

One or more filters to select the vendors to include in the vendor group.

object
string

Object type to filter on.

Example: "accounts-payable/vendor"
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 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.

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"
Array of objects <= 1 items

Sort order for the results that match the filters when the group is displayed in reports. Each entry consists of a field name to sort by and whether it should be sorted in ascending or descending order.

Example: [{"id":"asc"}]
Array (<= 1 items)
property name*
additional property
string
Enum: "asc" "desc"
size
integer

The maximum number of records that match the filters to include in the group when it is displayed in reports.

Example: 100
Array of objects

The members of the item group.

Array
object

Item group that this item is a member of.

object

Item that is a member of the group.

sortOrder
integer

Sort Order of the item within the item group.

Example: 1
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "description": "Group for Reference Books"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "12",
    • "id": "BooksGroup",
    • "href": "/objects/inventory-control/item-group/12"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Delete an item group

delete/objects/inventory-control/item-group/{key}

Deletes an item group. An item group can be deleted if it is not being used for reporting.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the item group.

Example: 116
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 item groups

post/services/core/query

Use the query service to find item groups that meet certain criteria and to specify the properties that are returned.

SecurityOAuth2
Responses
200

OK

Request samples