An order entry transaction definition includes the accounting rules, workflow settings, security settings, and other characteristics for a transaction.
Returns a collection with a key, ID, and link for each order entry transaction definition. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.
OK
Bad Request
{- "ia::result": [
- {
- "key": "35",
- "id": "Sales Return",
- "href": "/objects/order-entry/txn-definition/35"
}, - {
- "key": "37",
- "id": "Sales Invoice",
- "href": "/objects/order-entry/txn-definition/37"
}, - {
- "key": "40",
- "id": "Shipper",
- "href": "/objects/order-entry/txn-definition/40"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100
}
}
Creates a new order entry transaction definition.
id required | string The name for the order entry transaction definition. Example: "Sales Quote" | ||||||||||||||||||||||||||
docClass | string Default: "quote" Order entry transaction template type. Example: "quote" | ||||||||||||||||||||||||||
workflowCategory | string Default: "quote" Workflow category Example: "quote" | ||||||||||||||||||||||||||
description | string Description about order entry transaction definition. Example: "Sales Return RevRec Document" | ||||||||||||||||||||||||||
editPolicy | string Default: "all" Sets the edit permission for this transaction type. By default, the user cannot edit the transaction after it is created. Example: "noEdit" | ||||||||||||||||||||||||||
deletePolicy | string Default: "noDelete" Sets the delete permission for this transaction type. By default, a user cannot delete a transaction after it is created. Example: "all" | ||||||||||||||||||||||||||
enableNumberingSequence | boolean Default: false Enable numbering scheme for order entry transaction. Example: false | ||||||||||||||||||||||||||
preserveNumberingSequence | boolean Default: false If true then preserve sequence numbers for order entry transaction. Example: false | ||||||||||||||||||||||||||
inheritDocumentNumber | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
inventoryUpdateType | string Default: "no" Specify if inventory will be affected by the transaction and, if so, whether to track the quantity, value, or both . Example: "no" | ||||||||||||||||||||||||||
increaseOrDecreaseInventory | string Default: "increase" Specify whether the inventory running total is increased or decreased by the transaction. Example: "increase" | ||||||||||||||||||||||||||
txnPostingMethod | string Default: "noPosting" Specify whether the transaction post process creates a GL entry and, if so, whether it will post directly to the GL or to the AR subledger. Example: "toGL" | ||||||||||||||||||||||||||
disableTax | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableFulfillment | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableReservingAndPicking | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
partialConvertMethod | string Default: "closeTransaction" Specify how the system processes transactions that are partially complete. Example: "closeTransaction" | ||||||||||||||||||||||||||
affectsCost | boolean Default: false If true the transaction will affect the costing of order entry. Example: false | ||||||||||||||||||||||||||
overrideExchangeRateType | boolean Default: true Indicates whether users can edit the Exchange rate and/or Exchange rate type fields of the transaction. Example: false | ||||||||||||||||||||||||||
showBaseCurrency | boolean Default: false Specifies whether the transaction amounts are displayed in both base currency and transaction currency. Example: false | ||||||||||||||||||||||||||
overridePrice | boolean Default: true Set to Example: false | ||||||||||||||||||||||||||
trackDiscountAndSurcharge | boolean Default: false Indicates whether users can discount transaction line items. Example: false | ||||||||||||||||||||||||||
allowDiscountOnExtendedPrice | boolean Default: false Indicates whether the transaction definition can be used for contract invoices. This field is only applicable if the company is subscribed to Contracts. Example: false | ||||||||||||||||||||||||||
requireMemoForDiscount | boolean Default: false Indicates whether users must provide notes for line items being discounted before saving a transaction. Example: false | ||||||||||||||||||||||||||
freezeRecallValue | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableSubtotals | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
showExpandedTaxDetails | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableOverrideTax | boolean Default: false Indicates whether users can override whether a line item is taxable. Example: false | ||||||||||||||||||||||||||
revrecEnablementType | string Default: "none" Specifies whether revenue recognition applies to transactions created from this definition and, if so, whether to post the revenue recognition or only display it. This field applies only to companies subscribed to Revenue Management and is applicable only to Order Entry revenue recognition. Example: "post" | ||||||||||||||||||||||||||
renewalEnablementType | string Default: "none" Specifies whether contract renewals apply to the transaction type and, if so, whether the renewal is set up to generate when the transaction posts or the renewal fields are displayed in the transaction so users can select a renewal transaction set. Example: "displayOnly" | ||||||||||||||||||||||||||
enableLineItemConversion | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
allowRenewConvertedLineOnly | boolean Default: false This field is only applicable if Example: false | ||||||||||||||||||||||||||
allowLocationOverride | boolean Default: false Set to 'true' to allow users to override the location set for the transaction. Example: false | ||||||||||||||||||||||||||
allowDepartmentOverride | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
xslTemplate | string Document template to use for printed output (PDFs). Example: "sales" | ||||||||||||||||||||||||||
fixedMessage | string This message is displayed in the Print/Email document. Example: "For any inquiries or assistance, please contact our customer service." | ||||||||||||||||||||||||||
contactOneTitle | string Default: "Bill to" Use this field to change the Bill-to labels on the transaction and on the printed document. Example: "Bill to" | ||||||||||||||||||||||||||
contactTwoTitle | string Default: "Ship to" Use this field to change the Ship-to labels on the transaction and on the printed document. Example: "Ship to" | ||||||||||||||||||||||||||
printBillToContact | boolean Default: false If true then show the 'Bill to' contact in printed document. Example: false | ||||||||||||||||||||||||||
printShipToContact | boolean Default: false If true then show the 'Ship to' contact in printed document. Example: false | ||||||||||||||||||||||||||
allowEditingBillToContact | boolean Default: false If true then allow to change the Bill-to contact during transaction entry. Example: false | ||||||||||||||||||||||||||
allowEditingShipToContact | boolean Default: false If true then allow to change the Ship-to contact during transaction entry. Example: false | ||||||||||||||||||||||||||
enableWarnOnLowQuantity | boolean Default: true Indicates whether to alert the user if the quantity needed is greater than the ONHAND total in the selected warehouse. The warning also shows the ONORDER and ONHOLD totals. Example: false | ||||||||||||||||||||||||||
enableCreditLimitCheck | boolean Default: false Specifies whether to enforce customer credit limit restrictions in transactions created from this definition. Example: false | ||||||||||||||||||||||||||
warehouseSelectionMethod | string Default: "sortByID" Determines how warehouses are presented to the user in the warehouse list in the transaction. Example: "sortByID" | ||||||||||||||||||||||||||
enablePayments | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
postToGL | boolean Default: false If true then enable additional posting to General Ledger. Example: false | ||||||||||||||||||||||||||
requireSupplyOfPrices | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableCosting | boolean Default: false If true then enable costing for non-inventoried items. Example: false | ||||||||||||||||||||||||||
documentConversionPolicy | string or null Default: null Document conversion policy. Example: "convertOnly" | ||||||||||||||||||||||||||
multiEntityRuleForTransaction | string Default: "topLevelOrEntity" Sets the context for where users can create transactions from this transaction definition within a multi-entity, shared environment. Example: "topLevelOnly" | ||||||||||||||||||||||||||
enableProjectActualBillings | boolean Default: false If true then enable display of actual billings on printed or emailed invoices. Example: false | ||||||||||||||||||||||||||
lineLevelSimpleTax | boolean Default: false If true then enable line-level Simple Tax. Example: false | ||||||||||||||||||||||||||
customerVendorEditRule | string or null Default: null Allow users to change the customer in Draft or Pending transactions if the transaction has not been converted to another transaction, the transaction date is in an open period, and the transaction's payment status is not Example: "always" | ||||||||||||||||||||||||||
enableRetainage | boolean Default: false Set to 'true' to enable retainage. Example: false | ||||||||||||||||||||||||||
enableAdditionalInformationScope | boolean Default: false Set to 'true' to enable identification of work that is included and excluded, the reason why, and the terms. Example: false | ||||||||||||||||||||||||||
enableAdditionalInformationSchedule | boolean Default: false Set to 'true' to enable identification of dates for work milestones. Example: false | ||||||||||||||||||||||||||
enableInternalReference | boolean Default: false Set to 'true' to enable identification of who authorized work internally and when they authorized the work. Example: false | ||||||||||||||||||||||||||
enableExternalReference | boolean Default: false Set to 'true' to enable identification of who authorized work externally and when they authorized the work. Example: false | ||||||||||||||||||||||||||
enableBond | boolean Default: false Set to 'true' to identify information about performance and payment bonds. Example: false | ||||||||||||||||||||||||||
documentChangeType | string Default: "noChange" Indicates whether to enable changes to the transaction definition and, if so, how to handle changes. Example: "enableChange" | ||||||||||||||||||||||||||
reportingCategory | string or null Default: null Establishes a reporting category that best reflects the purpose of the transaction definition so that similar documents can be grouped when building reports. This field is applicable for use with Interactive Custom Report Writer or Interactive Visual Explorer subscriptions only. Example: "salesQuotes" | ||||||||||||||||||||||||||
enableContractBilling | boolean Default: false If true then enable project contract billing. Example: false | ||||||||||||||||||||||||||
arPostingMethod | string or null Default: null Update method for project contract totals. Example: "addition" | ||||||||||||||||||||||||||
object Select the numbering sequence to use to automatically number transactions | |||||||||||||||||||||||||||
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object The first price list the system will evaluate when determining a suggested transaction price. | |||||||||||||||||||||||||||
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object The price list that will be updated when a user saves a transaction. | |||||||||||||||||||||||||||
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object The special price list takes precedence over the Initial price list. | |||||||||||||||||||||||||||
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object Default warehouse | |||||||||||||||||||||||||||
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object The default for how goods in the transaction are shipped to the customer. If a shipping method is specified for a customer, the customer shipping method takes precedence as the default in the transaction. | |||||||||||||||||||||||||||
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object Specifies the template for populating the transaction subtotals table. | |||||||||||||||||||||||||||
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object Accounts Receivable (AR) term, which determines the expiration date for quotes and the due date for invoices. | |||||||||||||||||||||||||||
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object | |||||||||||||||||||||||||||
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status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||
Array of objects Specify the COGS GL accounts to debit and credit. For companies that do not use Inventory Control, these accounts are required when Enable costing for non-inventoried items is set to true and Transaction posting is set to Accounts Receivable. | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects When Transaction posting is set to Accounts Receivable or General Ledger, specify the AR or GL accounts to debit and credit. | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects When Transaction posting is set to Accounts Receivable and Enable additional posting is set to true, specify the GL account details for additional GL account posting. These accounts are used to reverse the previous transaction in the workflow. | |||||||||||||||||||||||||||
Array
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Array of objects Inventory total detail for Order Entry transaction | |||||||||||||||||||||||||||
Array
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Array of objects sub-total detail for Order Entry transaction | |||||||||||||||||||||||||||
Array
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Array of objects Document conversion detail for an Order Entry transaction | |||||||||||||||||||||||||||
Array
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Array of objects Entity detail for order entry transaction | |||||||||||||||||||||||||||
Array
|
Created
Bad Request
{- "id": "Sales Invoice",
- "docClass": "invoice",
- "workflowCategory": "invoice",
- "description": "Sales Invoice",
- "editPolicy": "all",
- "deletePolicy": "all",
- "enableNumberingSequence": true,
- "preserveNumberingSequence": true,
- "inheritDocumentNumber": false,
- "inventoryUpdateType": "no",
- "increaseOrDecreaseInventory": "decrease",
- "txnPostingMethod": "noPosting",
- "disableTax": false,
- "enableFulfillment": false,
- "enableReservingAndPicking": false,
- "partialConvertMethod": "closeOriginalAndCreateBackOrder",
- "affectsCost": false,
- "overrideExchangeRateType": true,
- "overridePrice": true,
- "trackDiscountAndSurcharge": false,
- "allowDiscountOnExtendedPrice": false,
- "requireMemoForDiscount": false,
- "enableSubtotals": false,
- "showExpandedTaxDetails": false,
- "enableOverrideTax": false,
- "revrecEnablementType": "none",
- "renewalEnablementType": "generate",
- "enableLineItemConversion": true,
- "allowRenewConvertedLineOnly": false,
- "allowLocationOverride": true,
- "allowDepartmentOverride": true,
- "xslTemplate": "Intacct Sales Invoice",
- "fixedMessage": "Sales Transaction",
- "contactOneTitle": "Bill to",
- "printBillToContact": true,
- "allowEditingBillToContact": false,
- "printShipToContact": true,
- "contactTwoTitle": "Ship to",
- "allowEditingShipToContact": false,
- "enableWarnOnLowQuantity": false,
- "enableCreditLimitCheck": false,
- "warehouseSelectionMethod": "useTheDefaultWarehouse"
}
{- "ia::result": {
- "key": "53",
- "id": "53",
- "href": "/objects/order-entry/txn-definition/53"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified order entry transaction definition.
key required | string System-assigned unique key for the transaction definition. |
OK
Bad Request
{- "ia::result": {
- "key": "63",
- "id": "Sales Invoice",
- "docClass": "invoice",
- "workflowCategory": "invoice",
- "description": "Sales Invoice",
- "enableUserOrGroupPermmission": false,
- "editPolicy": "all",
- "deletePolicy": "all",
- "enableNumberingSequence": true,
- "documentSequence": {
- "id": "OE-Doc",
- "printTitle": "Sales Invoice"
}, - "preserveNumberingSequence": true,
- "inheritDocumentNumber": false,
- "inventoryUpdateType": "no",
- "increaseOrDecreaseInventory": "decrease",
- "txnPostingMethod": "noPosting",
- "disableTax": false,
- "enableFulfillment": false,
- "enableReservingAndPicking": false,
- "partialConvertMethod": "closeOriginalAndCreateBackOrder",
- "affectsCost": false,
- "exchangeRateType": {
- "id": "Intacct Daily Rate",
- "key": "-1"
}, - "overrideExchangeRateType": true,
- "showBaseCurrency": false,
- "initialPriceList": {
- "id": "Base Price List",
- "key": "1",
- "href": "/objects/order-entry-price-list/1"
}, - "overridePrice": true,
- "trackDiscountAndSurcharge": false,
- "allowDiscountOnExtendedPrice": false,
- "requireMemoForDiscount": false,
- "freezeRecallValue": false,
- "enableSubtotals": false,
- "showExpandedTaxDetails": false,
- "enableOverrideTax": false,
- "revrecEnablementType": "none",
- "renewalEnablementType": "generate",
- "enableLineItemConversion": true,
- "allowRenewConvertedLineOnly": false,
- "allowLocationOverride": true,
- "allowDepartmentOverride": true,
- "xslTemplate": "Intacct Sales Invoice",
- "fixedMessage": "Sales Transaction",
- "contactOneTitle": "Bill to",
- "printBillToContact": true,
- "allowEditingBillToContact": false,
- "printShipToContact": true,
- "contactTwoTitle": "Ship to",
- "allowEditingShipToContact": false,
- "enableWarnOnLowQuantity": false,
- "enableCreditLimitCheck": false,
- "warehouseSelectionMethod": "useTheDefaultWarehouse",
- "warehouse": {
- "id": "WH02"
}, - "status": "active",
- "enablePayments": false,
- "postToGL": false,
- "requireSupplyOfPrices": false,
- "enableCosting": false,
- "audit": {
- "createdDateTime": "2023-06-27T14:22:49Z",
- "modifiedDateTime": "2023-06-27T14:22:49Z",
- "createdBy": "1",
- "modifiedBy": "1"
}, - "documentConversionPolicy": "newDocumentOrConvert",
- "multiEntityRuleForTransaction": "topLevelOrEntity",
- "enableProjectActualBillings": false,
- "lineLevelSimpleTax": false,
- "customerVendorEditRule": "never",
- "enableRetainage": false,
- "enableAdditionalInformationScope": false,
- "enableAdditionalInformationSchedule": false,
- "enableInternalReference": false,
- "enableExternalReference": false,
- "enableBond": false,
- "documentChangeType": "noChange",
- "reportingCategory": "salesOrderInvoices",
- "enableContractBilling": false,
- "arPostingMethod": "none",
- "href": "/objects/order-entry/txn-definition/63"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing order entry transaction definition by setting field values. Any fields not provided remain unchanged. The changes you make to a transaction definition apply to transactions that are created after the changes are made. The changes do not apply to existing transactions unless you edit and save the transaction after changes are made.
key required | string System-assigned unique key for the transaction definition. |
docClass | string Default: "quote" Order entry transaction template type. Example: "quote" | ||||||||||||||||||||||||||
workflowCategory | string Default: "quote" Workflow category Example: "quote" | ||||||||||||||||||||||||||
description | string Description about order entry transaction definition. Example: "Sales Return RevRec Document" | ||||||||||||||||||||||||||
editPolicy | string Default: "all" Sets the edit permission for this transaction type. By default, the user cannot edit the transaction after it is created. Example: "noEdit" | ||||||||||||||||||||||||||
deletePolicy | string Default: "noDelete" Sets the delete permission for this transaction type. By default, a user cannot delete a transaction after it is created. Example: "all" | ||||||||||||||||||||||||||
enableNumberingSequence | boolean Default: false Enable numbering scheme for order entry transaction. Example: false | ||||||||||||||||||||||||||
preserveNumberingSequence | boolean Default: false If true then preserve sequence numbers for order entry transaction. Example: false | ||||||||||||||||||||||||||
inheritDocumentNumber | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
inventoryUpdateType | string Default: "no" Specify if inventory will be affected by the transaction and, if so, whether to track the quantity, value, or both . Example: "no" | ||||||||||||||||||||||||||
increaseOrDecreaseInventory | string Default: "increase" Specify whether the inventory running total is increased or decreased by the transaction. Example: "increase" | ||||||||||||||||||||||||||
txnPostingMethod | string Default: "noPosting" Specify whether the transaction post process creates a GL entry and, if so, whether it will post directly to the GL or to the AR subledger. Example: "toGL" | ||||||||||||||||||||||||||
disableTax | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableFulfillment | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableReservingAndPicking | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
partialConvertMethod | string Default: "closeTransaction" Specify how the system processes transactions that are partially complete. Example: "closeTransaction" | ||||||||||||||||||||||||||
affectsCost | boolean Default: false If true the transaction will affect the costing of order entry. Example: false | ||||||||||||||||||||||||||
overrideExchangeRateType | boolean Default: true Indicates whether users can edit the Exchange rate and/or Exchange rate type fields of the transaction. Example: false | ||||||||||||||||||||||||||
showBaseCurrency | boolean Default: false Specifies whether the transaction amounts are displayed in both base currency and transaction currency. Example: false | ||||||||||||||||||||||||||
overridePrice | boolean Default: true Set to Example: false | ||||||||||||||||||||||||||
trackDiscountAndSurcharge | boolean Default: false Indicates whether users can discount transaction line items. Example: false | ||||||||||||||||||||||||||
allowDiscountOnExtendedPrice | boolean Default: false Indicates whether the transaction definition can be used for contract invoices. This field is only applicable if the company is subscribed to Contracts. Example: false | ||||||||||||||||||||||||||
requireMemoForDiscount | boolean Default: false Indicates whether users must provide notes for line items being discounted before saving a transaction. Example: false | ||||||||||||||||||||||||||
freezeRecallValue | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableSubtotals | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
showExpandedTaxDetails | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableOverrideTax | boolean Default: false Indicates whether users can override whether a line item is taxable. Example: false | ||||||||||||||||||||||||||
revrecEnablementType | string Default: "none" Specifies whether revenue recognition applies to transactions created from this definition and, if so, whether to post the revenue recognition or only display it. This field applies only to companies subscribed to Revenue Management and is applicable only to Order Entry revenue recognition. Example: "post" | ||||||||||||||||||||||||||
renewalEnablementType | string Default: "none" Specifies whether contract renewals apply to the transaction type and, if so, whether the renewal is set up to generate when the transaction posts or the renewal fields are displayed in the transaction so users can select a renewal transaction set. Example: "displayOnly" | ||||||||||||||||||||||||||
enableLineItemConversion | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
allowRenewConvertedLineOnly | boolean Default: false This field is only applicable if Example: false | ||||||||||||||||||||||||||
allowLocationOverride | boolean Default: false Set to 'true' to allow users to override the location set for the transaction. Example: false | ||||||||||||||||||||||||||
allowDepartmentOverride | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
xslTemplate | string Document template to use for printed output (PDFs). Example: "sales" | ||||||||||||||||||||||||||
fixedMessage | string This message is displayed in the Print/Email document. Example: "For any inquiries or assistance, please contact our customer service." | ||||||||||||||||||||||||||
contactOneTitle | string Default: "Bill to" Use this field to change the Bill-to labels on the transaction and on the printed document. Example: "Bill to" | ||||||||||||||||||||||||||
contactTwoTitle | string Default: "Ship to" Use this field to change the Ship-to labels on the transaction and on the printed document. Example: "Ship to" | ||||||||||||||||||||||||||
printBillToContact | boolean Default: false If true then show the 'Bill to' contact in printed document. Example: false | ||||||||||||||||||||||||||
printShipToContact | boolean Default: false If true then show the 'Ship to' contact in printed document. Example: false | ||||||||||||||||||||||||||
allowEditingBillToContact | boolean Default: false If true then allow to change the Bill-to contact during transaction entry. Example: false | ||||||||||||||||||||||||||
allowEditingShipToContact | boolean Default: false If true then allow to change the Ship-to contact during transaction entry. Example: false | ||||||||||||||||||||||||||
enableWarnOnLowQuantity | boolean Default: true Indicates whether to alert the user if the quantity needed is greater than the ONHAND total in the selected warehouse. The warning also shows the ONORDER and ONHOLD totals. Example: false | ||||||||||||||||||||||||||
enableCreditLimitCheck | boolean Default: false Specifies whether to enforce customer credit limit restrictions in transactions created from this definition. Example: false | ||||||||||||||||||||||||||
warehouseSelectionMethod | string Default: "sortByID" Determines how warehouses are presented to the user in the warehouse list in the transaction. Example: "sortByID" | ||||||||||||||||||||||||||
enablePayments | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
postToGL | boolean Default: false If true then enable additional posting to General Ledger. Example: false | ||||||||||||||||||||||||||
requireSupplyOfPrices | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
enableCosting | boolean Default: false If true then enable costing for non-inventoried items. Example: false | ||||||||||||||||||||||||||
documentConversionPolicy | string or null Default: null Document conversion policy. Example: "convertOnly" | ||||||||||||||||||||||||||
multiEntityRuleForTransaction | string Default: "topLevelOrEntity" Sets the context for where users can create transactions from this transaction definition within a multi-entity, shared environment. Example: "topLevelOnly" | ||||||||||||||||||||||||||
enableProjectActualBillings | boolean Default: false If true then enable display of actual billings on printed or emailed invoices. Example: false | ||||||||||||||||||||||||||
lineLevelSimpleTax | boolean Default: false If true then enable line-level Simple Tax. Example: false | ||||||||||||||||||||||||||
customerVendorEditRule | string or null Default: null Allow users to change the customer in Draft or Pending transactions if the transaction has not been converted to another transaction, the transaction date is in an open period, and the transaction's payment status is not Example: "always" | ||||||||||||||||||||||||||
enableRetainage | boolean Default: false Set to 'true' to enable retainage. Example: false | ||||||||||||||||||||||||||
enableAdditionalInformationScope | boolean Default: false Set to 'true' to enable identification of work that is included and excluded, the reason why, and the terms. Example: false | ||||||||||||||||||||||||||
enableAdditionalInformationSchedule | boolean Default: false Set to 'true' to enable identification of dates for work milestones. Example: false | ||||||||||||||||||||||||||
enableInternalReference | boolean Default: false Set to 'true' to enable identification of who authorized work internally and when they authorized the work. Example: false | ||||||||||||||||||||||||||
enableExternalReference | boolean Default: false Set to 'true' to enable identification of who authorized work externally and when they authorized the work. Example: false | ||||||||||||||||||||||||||
enableBond | boolean Default: false Set to 'true' to identify information about performance and payment bonds. Example: false | ||||||||||||||||||||||||||
documentChangeType | string Default: "noChange" Indicates whether to enable changes to the transaction definition and, if so, how to handle changes. Example: "enableChange" | ||||||||||||||||||||||||||
reportingCategory | string or null Default: null Establishes a reporting category that best reflects the purpose of the transaction definition so that similar documents can be grouped when building reports. This field is applicable for use with Interactive Custom Report Writer or Interactive Visual Explorer subscriptions only. Example: "salesQuotes" | ||||||||||||||||||||||||||
enableContractBilling | boolean Default: false If true then enable project contract billing. Example: false | ||||||||||||||||||||||||||
arPostingMethod | string or null Default: null Update method for project contract totals. Example: "addition" | ||||||||||||||||||||||||||
object Select the numbering sequence to use to automatically number transactions | |||||||||||||||||||||||||||
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object The first price list the system will evaluate when determining a suggested transaction price. | |||||||||||||||||||||||||||
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object The price list that will be updated when a user saves a transaction. | |||||||||||||||||||||||||||
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object The special price list takes precedence over the Initial price list. | |||||||||||||||||||||||||||
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object Default warehouse | |||||||||||||||||||||||||||
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object The default for how goods in the transaction are shipped to the customer. If a shipping method is specified for a customer, the customer shipping method takes precedence as the default in the transaction. | |||||||||||||||||||||||||||
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object Specifies the template for populating the transaction subtotals table. | |||||||||||||||||||||||||||
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object Accounts Receivable (AR) term, which determines the expiration date for quotes and the due date for invoices. | |||||||||||||||||||||||||||
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object | |||||||||||||||||||||||||||
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status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||
Array of objects Specify the COGS GL accounts to debit and credit. For companies that do not use Inventory Control, these accounts are required when Enable costing for non-inventoried items is set to true and Transaction posting is set to Accounts Receivable. | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects When Transaction posting is set to Accounts Receivable or General Ledger, specify the AR or GL accounts to debit and credit. | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects When Transaction posting is set to Accounts Receivable and Enable additional posting is set to true, specify the GL account details for additional GL account posting. These accounts are used to reverse the previous transaction in the workflow. | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Inventory total detail for Order Entry transaction | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects sub-total detail for Order Entry transaction | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Document conversion detail for an Order Entry transaction | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Entity detail for order entry transaction | |||||||||||||||||||||||||||
Array
|
OK
Bad Request
{- "showBasecurrency": false,
- "canOverridePrice": true,
- "recallDocumentDetail": [
- {
- "isDefault": true,
- "recallTransactionDefinition": {
- "id": "Vendor Invoice"
}
}, - {
- "key": "57",
- "isDefault": false
}, - {
- "key": "59",
- "ia::operation": "delete"
}
]
}
{- "ia::result": {
- "key": "52",
- "href": "/objects/order-entry/txn-definition/52"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Deletes an order entry transaction definition.
key required | string System-assigned unique key for the transaction definition. |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}
Queries an object for filtered data.
object | string Object type to query, in the form Example: "order-entry/txn-definition" | ||||||||
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"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the response. Example: 100 |
OK
Bad Request
{- "object": "accounts-payable/vendor",
- "fields": [
- "id",
- "name",
- "status",
- "href"
], - "filters": [
- {
- "$eq": {
- "status": "active"
}
}, - {
- "$eq": {
- "billingType": "openItem"
}
}
], - "filterExpression": "1 and 2",
- "orderBy": [
- {
- "id": "asc"
}
]
}
{- "ia::result": [
- {
- "id": "Vend-00002",
- "name": "Test vendor",
- "status": "active",
- "href": "/objects/accounts-payable/vendor/85"
}, - {
- "id": "VEND-00010",
- "name": "Design Works",
- "status": "active",
- "href": "/objects/accounts-payable/vendor/111"
}
], - "ia::meta": {
- "totalCount": 2,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}