Recurring document lines

Line items in a recurring document represent recurring transactions.

List recurring document lines

get/objects/order-entry/recurring-document-line

Returns a collection with a key, ID, and link for each recurring document line. This operation is mostly for use in testing; use the query service 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": "19",
      • "id": "19",
      • "href": "/objects/order-entry/recurring-document-line/19"
      },
    • {
      • "key": "24",
      • "id": "24",
      • "href": "/objects/order-entry/recurring-document-line/24"
      },
    • {
      • "key": "25",
      • "id": "25",
      • "href": "/objects/order-entry/recurring-document-line/25"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100
    }
}

Create a recurring document line

post/objects/order-entry/recurring-document-line

Creates a new recurring document line.

SecurityOAuth2
Request
Request Body schema: application/json
required
unit
required
string

Unit of measure associated with the recurring document line item.

Example: "Each"
unitQuantity
required
string <decimal-precision-10>

Unit quantity associated with the document line item.

Example: "10.10"
unitPrice
required
string <decimal-precision-10>

Unit price associated with the line item.

Example: "10.50"
object

Item associated with the recurring document line.

key
string

Unique key for the item.

Example: "10"
memo
string

Memo about the recurring document line item.

Example: "Payment ACH"
object
Example: "{ \"item\": { \"id\": \"1\" }, \"warehouse\": { \"id\": \"1\" }, \"location\": { \"id\": \"1\" }}"
required
object
key
string or null

Item key

Example: "13"
id
string or null

Item ID

Example: "Case 13"
required
object

Warehouse associated with the recurring document line.

key
string or null

Warehouse key

Example: "6"
id
string or null

Warehouse ID

Example: "WH01"
required
object

Location associated with the recurring document line.

key
string or null

Location key

Example: "22"
id
string or null

Location ID

Example: "LOC-22"
object

Department associated with the document line.

id
string or null

Department ID

Example: "Sales"
object
key
string or null

Employee key

Example: "10"
id
string or null

Employee ID

Example: "EMP-10"
object
key
string or null

Project key

Example: "2"
id
string or null

Project ID

Example: "NET-XML30-2"
object
key
string or null

Customer key

Example: "13"
id
string or null

Customer ID

Example: "CUST-13"
object
key
string or null

Vendor key

Example: "357"
id
string or null

Vendor ID

Example: "1605212096809"
object
key
string or null

Class key

Example: "731"
id
string or null

Class ID

Example: "REST_CLS_001"
object
id
string or null

Task ID

Example: "1"
key
string or null

Task key

Example: "1"
object
id
string or null

Cost Type ID

Example: "2"
key
string or null

Cost Type key

Example: "2"
object
id
string or null

Asset ID

Example: "A001"
key
string or null

Asset key

Example: "1"
object
id
string or null

Contract ID

Example: "CON-0045-1"
key
string or null

Contract key

Example: "12"
object
key
string or null

Affiliate entity key

Example: "23"
id
string or null

Affiliate entity ID

Example: "AFF-23"
discountPercent
string <decimal-precision-10>

Discount percentage to apply to the document line item.

Example: "10.50"
discountMemo
string

Memo about any discounts taken.

Example: "Festival discount"
revenueRecognitionStartDate
string <date>

The date on which either the revenue recognition schedule and/or the renewal schedule are started.

Example: "2023-04-04"
revenueRecognitionEndDate
string <date>

The date on which either the revenue recognition schedule and/or the renewal schedule are ended.

Example: "2023-04-04"
isPriceProrated
boolean
Default: true

Indicates whether the line item price is prorated.

Example: true
isBillable
boolean
Default: true

Indicates whether the line item is billable.

Example: true
enableTax
boolean
Default: false

Indicates whether the line item is taxable.

Example: false
conversionType
string
Default: "quantity"

Conversion type used for the transaction.

Enum: "price" "quantity"
Example: "quantity"
object

Alternative name for the item for a specific customer.

key
string

Unique key for the item alias.

Example: "10"
id
string

ID for the item alias.

Example: "IXN"
recurringStatus
string
Default: "active"

Recurrence status for the line item.

Enum: "active" "ended" "inactive"
Example: "active"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
object

Header lever details for the document line item.

Example: "22"
key
required
string

Unique key for the recurring document.

Example: "55"
id
string

ID for recurring document.

Example: "55"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "recurringDocumentHeader": {
    • "key": "469"
    },
  • "dimensions": {
    • "item": {
      • "id": "1"
      },
    • "warehouse": {
      • "id": "1"
      },
    • "location": {
      • "id": "1"
      }
    },
  • "unit": "Each",
  • "unitQuantity": "1",
  • "unitPrice": "650"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "807",
    • "href": "/objects/order-entry/recurring-document-line::Sales%20Invoice/807"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get a recurring document line

get/objects/order-entry/recurring-document-line/{key}

Returns detailed information for a specified recurring document line.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the recurring document line.

Example: 807
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "735",
    • "key": "735",
    • "recurringDocumentHeader": {
      • "id": "6",
      • "key": "6",
      • "documentType": "Sales Invoice",
      • "href": "/objects/order-entry/recurring-document::Sales%20Invoice/6"
      },
    • "lineNumber": 1,
    • "item": {
      • "key": "15",
      • "id": "Car_Battery",
      • "href": "/objects/inventory-control/item/15"
      },
    • "dimensions": {
      • "item": {
        },
      • "warehouse": {
        },
      • "location": {
        },
      • "department": {
        },
      • "customer": {
        },
      • "vendor": {
        },
      • "employee": {
        },
      • "project": {
        },
      • "class": {
        }
      },
    • "itemAlias": {
      • "key": null,
      • "id": null
      },
    • "unit": "10 Pack",
    • "memo": null,
    • "status": "inactive",
    • "recurringStatus": "active",
    • "unitQuantity": "10.0000000000",
    • "unitPrice": "1000.1200000000",
    • "revenueRecognitionStartDate": null,
    • "revenueRecognitionEndDate": null,
    • "isPriceProrated": null,
    • "retailPrice": "0.0000000000",
    • "discountMemo": null,
    • "currency": "USD",
    • "priceInTxnCurrency": "1000.1200000000",
    • "discountPercent": null,
    • "isBillable": null,
    • "conversionType": "quantity",
    • "enableTax": false,
    • "href": "/objects/order-entry/recurring-document-line/735"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete a recurring document line

delete/objects/order-entry/recurring-document-line/{key}

Deletes a recurring document line.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the recurring document line.

Example: 807
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
    }
}