Transaction definition subtotal details

This object provides details about the type of subtotals that are supported by each purchasing transaction definition.

List transaction definition subtotal detail objects

get/objects/purchasing-txn-definition-subtotal-detail

Returns a collection with a key, ID, and link for each transaction definition subtotal detail object.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "1",
      • "id": "1",
      • "href": "/objects/purchasing/txn-definition-subtotal-detail/1"
      },
    • {
      • "key": "13",
      • "id": "13",
      • "href": "/objects/purchasing/txn-definition-subtotal-detail/13"
      },
    • {
      • "key": "147",
      • "id": "147",
      • "href": "/objects/purchasing/txn-definition-subtotal-detail/147"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create a transaction definition subtotal detail object

post/objects/purchasing-txn-definition-subtotal-detail

Creates a new transaction definition subtotal detail object.

SecurityOAuth2
Request
Request Body schema: application/json
subtotalType
required
string or null
Default: null

Indicates whether the subtotal type is discount or charge.

Enum: "charge" "discount" null
Example: "discount"
valueType
required
string or null
Default: null

Value type for the subtotal. Options are amount or percent.

Enum: "amount" null "percent"
Example: "amount"
description
required
string <= 100 characters

Provide a text description of the subtotal. A unique description is required to create a transaction definition subtotal detail object.

Example: "Discount"
lineNumber
integer <= 8 characters

Line number for the subtotal on the transaction definition. If not provided, the system automatically assigns a unique line number. If you specify a lineNumber already used, the application sets other lines to unique numbers. The transaction definition uses the line numbers to display the order of subtotals.

Example: 1
subtotalValue
string <decimal-precision-2> <= 12 characters

Provide a default value for the subtotal. If valueType is amount, specify the amount of the subtotal. For example, 250. If valueType is percent, provide a percentage as a whole number. For example, specify 10 for 10%. End users can override the default subtotal value in the transaction.

Example: "10"
isApportioned
boolean
Default: false

If set to true, the subtotal will be apportioned across all line items in the transaction.

Example: true
object

The GL account to which the subtotal will post.

key
string

System-assigned key for the GL account.

Example: "5"
id
string

User-assigned number for the GL account.

Example: "1501.04"
object

Set the offset GL account to which the subtotal will post.

key
string

System-assigned key for the GL ledger account.

Example: "6"
id
string

Unique ID for the GL account.

Example: "1501.04"
txnType
string or null
Default: null

Indicates the transaction type, which can be debit or credit.

Enum: "credit" "debit" null
Example: "credit"
appliedToLineNumber
integer <= 8 characters

Specify the subtotal line number to which the subtotal will apply. Sage Intacct treats the initial subtotal line as line number 0. The first defined subtotal from the transaction definition is line number 1, the second defined subtotal is line number 2, and so on. The value of appliedToLineNumber is implicitly assumed to be 0. Taxes, all other charges, and discounts are computed at the line level. This field does not apply if enableLineLevelSimpleTax is set to true.

Example: 1
isTax
boolean
Default: false

Set this field to true for tax subtotal lines if your organization uses Simple Tax, Advanced Tax, or Avalara AvaTax. When the transaction posts, the tax will post separately based on the items in the transaction.

Example: true
object

Specify a default department for the subtotal.

key
string

Unique key for the department.

Example: "28"
id
string

Unique ID for the department.

Example: "SL"
enableAvalaraTax
boolean
Default: false

If set to true then the subtotal line item applies to AvaTax. This field applies only if your company uses Avalara AvaTax integration.

Example: true
object

Purchasing transaction definition associated with this transaction definition subtotal detail.

key
required
string <= 8 characters

Unique key for the transaction definition.

Example: "77"
id
string <= 30 characters

Unique ID for the transaction definition.

Example: "Purchase Quote"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "purchasingTxnDefinition": {
    • "key": "96"
    },
  • "subtotalType": "discount",
  • "description": "discount",
  • "isApportioned": false,
  • "glAccount": {
    • "id": "1000"
    },
  • "offsetGLAccount": {
    • "id": "1000.01"
    },
  • "valueType": "percent",
  • "txnType": "debit",
  • "isTax": false
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "180",
    • "id": "180",
    • "href": "/objects/purchasing/txn-definition-subtotal-detail/180"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get a transaction definition subtotal detail object

get/objects/purchasing/txn-definition-subtotal-detail/{key}

Returns detailed information for a specified transaction definition subtotal detail object.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the transaction definition subtotal detail object.

Example: 158
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "180",
    • "key": "180",
    • "purchasingTxnDefinition": {
      • "key": "96",
      • "id": "Purchase Order",
      • "href": "/objects/purchasing/txn-definition/96"
      },
    • "subtotalType": "discount",
    • "lineNumber": 1,
    • "description": "discount",
    • "valueType": "percent",
    • "isApportioned": false,
    • "txnType": "debit",
    • "appliedToLineNumber": 0,
    • "isTax": false,
    • "glAccount": {
      • "key": "3",
      • "id": "1000",
      • "href": "/objects/general-ledger/account/3"
      },
    • "offsetGLAccount": {
      • "key": "160",
      • "id": "1000.01",
      • "href": "/objects/general-ledger/account/160"
      },
    • "enableAvalaraTax": false,
    • "href": "/objects/purchasing/txn-definition-subtotal-detail/180"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update a transaction definition subtotal detail object

patch/objects/purchasing/txn-definition-subtotal-detail/{key}

Updates an existing transaction definition subtotal detail object by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the transaction definition subtotal detail object.

Example: 158
Request Body schema: application/json
subtotalType
string or null
Default: null

Indicates whether the subtotal type is discount or charge.

Enum: "charge" "discount" null
Example: "discount"
lineNumber
integer <= 8 characters

Line number for the subtotal on the transaction definition. If not provided, the system automatically assigns a unique line number. If you specify a lineNumber already used, the application sets other lines to unique numbers. The transaction definition uses the line numbers to display the order of subtotals.

Example: 1
description
string <= 100 characters

Provide a text description of the subtotal. A unique description is required to create a transaction definition subtotal detail object.

Example: "Discount"
valueType
string or null
Default: null

Value type for the subtotal. Options are amount or percent.

Enum: "amount" null "percent"
Example: "amount"
subtotalValue
string <decimal-precision-2> <= 12 characters

Provide a default value for the subtotal. If valueType is amount, specify the amount of the subtotal. For example, 250. If valueType is percent, provide a percentage as a whole number. For example, specify 10 for 10%. End users can override the default subtotal value in the transaction.

Example: "10"
isApportioned
boolean
Default: false

If set to true, the subtotal will be apportioned across all line items in the transaction.

Example: true
object

The GL account to which the subtotal will post.

key
string

System-assigned key for the GL account.

Example: "5"
id
string

User-assigned number for the GL account.

Example: "1501.04"
object

Set the offset GL account to which the subtotal will post.

key
string

System-assigned key for the GL ledger account.

Example: "6"
id
string

Unique ID for the GL account.

Example: "1501.04"
txnType
string or null
Default: null

Indicates the transaction type, which can be debit or credit.

Enum: "credit" "debit" null
Example: "credit"
appliedToLineNumber
integer <= 8 characters

Specify the subtotal line number to which the subtotal will apply. Sage Intacct treats the initial subtotal line as line number 0. The first defined subtotal from the transaction definition is line number 1, the second defined subtotal is line number 2, and so on. The value of appliedToLineNumber is implicitly assumed to be 0. Taxes, all other charges, and discounts are computed at the line level. This field does not apply if enableLineLevelSimpleTax is set to true.

Example: 1
isTax
boolean
Default: false

Set this field to true for tax subtotal lines if your organization uses Simple Tax, Advanced Tax, or Avalara AvaTax. When the transaction posts, the tax will post separately based on the items in the transaction.

Example: true
object

Specify a default department for the subtotal.

key
string

Unique key for the department.

Example: "28"
id
string

Unique ID for the department.

Example: "SL"
enableAvalaraTax
boolean
Default: false

If set to true then the subtotal line item applies to AvaTax. This field applies only if your company uses Avalara AvaTax integration.

Example: true
object

Purchasing transaction definition associated with this transaction definition subtotal detail.

key
string <= 8 characters

Unique key for the transaction definition.

Example: "77"
id
string <= 30 characters

Unique ID for the transaction definition.

Example: "Purchase Quote"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "purchasingTxnDefinition": {
    • "key": "96"
    },
  • "subtotalType": "discount",
  • "txnType": "credit"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "182",
    • "id": "182",
    • "href": "/objects/purchasing/txn-definition-subtotal-detail/182"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete a transaction definition subtotal detail object

delete/objects/purchasing/txn-definition-subtotal-detail/{key}

Deletes a transaction definition subtotal detail object

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the transaction definition subtotal detail object.

Example: 158
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 transaction definition subtotal details

post/services/core/query

Use the query service to find transaction definition subtotal details that meet certain criteria and to specify the properties that are returned.

SecurityOAuth2
Responses
200

OK

Request samples