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changes.mady.by.user Joseph Ioannou

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changes.mady.by.user Ekaterini Tzirtzipi

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Tip

Available from CRM.COM R13.1.0

Excerpt

This method updates existing Presentment Preferences of an Accounts Receivable. Multiple Accounts Receivable's Presentment Preferences can be updated by each call. Only one Accounts Receivable is updated by each call

...

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Account Receivable Identifier

The identifier of the account receivable whose presentment preferences will be updated. The allowed account receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier_post
V4:accounts_receivable_identifier_post

presentment_preferences_set 

(optional)

Set of Presentment Preferences Object            

The presentment preferences of the retrieved accounts receivable that will be updated

fields_set

(optional)

List of Strings, comma separatedA list of fields that should be included in the results. If not specified then all the available fields will be returned

...

Expand
titleExample 1

HTTP Method: POST

 

Request

Body:

Code Block
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 {
  "token": "{{token}}",
 "accounts_receivable_identifier" : {
     "number" : "ACR0000001392"
    },
  "presentment_preferences_set":
    [
       {
           
           "presentment_preference_identifier":{"alternative_code":"E"},
           "state":"ACTIVE",
           "email":
           {
               "action":"NEW",
               "email":
            {
                    "type":"PERSONAL",
                    "email_address":"e_tzirtzipi@crm.com"
            }
           }
       },
        {
           
           "presentment_preference_identifier":{"alternative_code":"S"},
           "state":"ACTIVE",
           "phone":
           {
               "action":"EXISTINGUPDATED",
           "type":"MOBILE",
           "phone":{
                    "type":"FAX",
                    "number":"99047381"
            }
           }
       }
    ]
}

Response

Code Block
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 {
    "data": {
        "notes": null,
        "log_information": {
            "created_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "community_name": "Community",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "updated_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "community_name": "Community",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "created_date": "2017-07-28T12:26:08",
            "updated_date": "2017-08-08T16:46:36",
            "updated_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "email": null,
                "username": "MPAdministrator"
            },
            "created_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "email": null,
                "username": "MPAdministrator"
            }
        },
        "payment_preferences_set": [],
        "owned_by_group": {
            "alternative_code": "MG",
            "community_name": "Community",
            "name": "Main Group",
            "description": "Main Group",
            "id": "1"
        },
        "description": null,
        "contact_information": {
            "company_profile": null,
            "company_name": null,
            "name": null,
            "last_name": "Τζιηρτζιηπή",
            "id": "7B7A165FD2804DA59BFE70F353F79579",
            "life_cycle_state": "FINANCIAL",
            "middle_name": "νΊΚοΥ",
            "title": null,
            "type": "PERSON",
            "first_name": "Κατερίνα",
            "demographics": {
                "name_day": {
                    "month": null,
                    "day": null
                },
                "id_number": null,
                "gender": null,
                "country_of_residence": {
                    "alternative_code": "CYP",
                    "three_character_code": "CYP",
                    "name": "CYPRUS",
                    "id": "181",
                    "two_character_code": "CY"
                },
                "date_of_birth": {
                    "month": null,
                    "year": null,
                    "day": null
                },
                "industry_sector": null,
                "passport_number": null,
                "industry": null,
                "social_security_number": null,
                "id_issued_by_country": null,
                "passport_issued_by_country": null
            }
        },
        "billing_address": null,
        "primary_account": true,
        "type": "CUSTOMER",
        "udf_date_2": null,
        "udf_date_1": null,
        "udf_date_4": null,
        "udf_date_3": null,
        "number": "ACR0000001392",
        "udf_float_3": null,
        "udf_float_4": null,
        "balance": null,
        "credit_period_operator": "PLUS",
        "credit_period": 0,
        "currency": {
            "suffix_symbol": "N/A",
            "prefix_symbol": "€",
            "decimal_part_name": "cents",
            "code": "EUR",
            "integer_part_name": "euro",
            "id": "2"
        },
        "id": "76FBE26DE50D424987AC4CC69619A9C5",
        "opening_balance": 0,
        "udf_float_1": null,
        "udf_float_2": null,
        "udf_string_2": null,
        "opening_balance_date": null,
        "udf_string_3": null,
        "udf_string_4": null,
        "udf_string_5": null,
        "privacy_level": {
            "number": "14",
            "name": "PL Group A_Share_Low",
            "id": "9DCEFDA9D56145978C265085CD146810",
            "hierarchy_level": 1
        },
        "presentment_preferences_set": [
            {
                "phone": {
                    "udf_string_2": null,
                    "country": {
                        "alternative_code": "CYP",
                        "three_character_code": "CYP",
                        "name": "CYPRUS",
                        "id": "181",
                        "two_character_code": "CY"
                    },
                    "udf_string_3": null,
                    "udf_string_4": null,
                    "notes": null,
                    "udf_string_5": null,
                    "area_code": "357",
                    "udf_string_1": null,
                    "type": "FAX",
                    "udf_date_2": null,
                    "udf_date_1": null,
                    "udf_date_4": null,
                    "udf_date_3": null,
                    "full_number": "35799047381",
                    "number": "99047381",
                    "udf_float_3": null,
                    "udf_float_4": null,
                    "id": "23A39D9C9FA046469B5455A37A5BE53E",
                    "state": "Active",
                    "udf_float_1": null,
                    "udf_string_6": null,
                    "udf_float_2": null,
                    "udf_string_7": null,
                    "udf_string_8": null
                },
                "presentment_method": {
                    "alternative_code": "S",
                    "name": "SMS",
                    "description": null,
                    "contact_information": {
                        "company_profile": null,
                        "company_name": null,
                        "name": null,
                        "last_name": "CRM.COM User",
                        "id": "CRM1",
                        "life_cycle_state": "FINANCIAL",
                        "middle_name": null,
                        "title": null,
                        "type": "PERSON",
                        "first_name": "Template",
                        "demographics": {
                            "name_day": {
                                "month": null,
                                "day": null
                            },
                            "id_number": " ",
                            "gender": null,
                            "country_of_residence": null,
                            "date_of_birth": {
                                "month": 4,
                                "year": 1984,
                                "day": 2
                            },
                            "industry_sector": null,
                            "passport_number": null,
                            "industry": null,
                            "social_security_number": "47006270010",
                            "id_issued_by_country": null,
                            "passport_issued_by_country": null
                        }
                    },
                    "id": "065C471C80B5A3985272DD16BAAB8043",
                    "state": "ACTIVE",
                    "type": "SMS"
                },
                "id": "0AF13261DC964703A013C5BCB5A3F79F",
                "state": "ACTIVE"
            },
            {
                "presentment_method": {
                    "alternative_code": "E",
                    "name": "Email",
                    "description": null,
                    "contact_information": {
                        "company_profile": null,
                        "company_name": null,
                        "name": null,
                        "last_name": "may",
                        "id": "7F1D15F4735C4461A2E033FD960DDB10",
                        "life_cycle_state": "MARKETING",
                        "middle_name": null,
                        "title": null,
                        "type": "PERSON",
                        "first_name": "michael",
                        "demographics": {
                            "name_day": {
                                "month": null,
                                "day": null
                            },
                            "id_number": null,
                            "gender": null,
                            "date_of_birth": {
                                "month": null,
                                "year": null,
                                "day": null
                            },
                            "industry_sector": null,
                            "passport_number": null,
                            "industry": null,
                            "social_security_number": null,
                            "id_issued_by_country": null,
                            "passport_issued_by_country": null
                        }
                    },
                    "id": "67EC7B4252DA209B59733125FB248CED",
                    "state": "ACTIVE",
                    "type": "EMAIL"
                },
                "id": "CC45B0DFF43D40FF8ECEFB4FF3353364",
                "state": "ACTIVE",
                "email": {
                    "udf_string_2": null,
                    "udf_string_3": null,
                    "udf_string_4": null,
                    "notes": null,
                    "udf_string_5": null,
                    "udf_string_1": null,
                    "type": "PERSONAL",
                    "udf_date_2": null,
                    "udf_date_1": null,
                    "udf_date_4": null,
                    "udf_date_3": null,
                    "udf_float_3": null,
                    "udf_float_4": null,
                    "id": "74706E04301F4D1398C753C65CEF9E69",
                    "state": "Active",
                    "udf_string_6": null,
                    "udf_float_1": null,
                    "udf_string_7": null,
                    "udf_float_2": null,
                    "email": "e_tzirtzipi@crm.com",
                    "udf_string_8": null
                }
            }
        ],
        "udf_string_1": null,
        "life_cycle_state": "ACTIVE",
        "classification": {
            "alternative_code": "E",
            "name": "Employee",
            "id": "E093533DA53A4167C69762073D1B13A8"
        },
        "credit_limit_status": null,
        "credit_rating": {
            "code": "AAA",
            "name": "key_aaa_-_subject_to_minimal_credit_risk"
        },
        "name": "ACR0000001392 Κατερίνα Τζιηρτζιηπή",
        "outstanding_amount": null,
        "udf_string_6": null,
        "udf_string_7": null,
        "accounting_period": null,
        "access_tokens_set": [],
        "udf_string_8": null
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}