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Tip

Available from CRM.COM R11.0.0


Excerpt

This method is used to create multiple financial statement customer events within a single Web API method call. Note that the maximum number of financial statement customer events that can be created is 1000

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Name

Type

Description

token

String

The token retrieved from the login method

financial_statement_customer_events_set

(mandatory)

Set of Financial Achievement Customer Event Objects

The set of financial achievement customer events that will be created by this Web API method. Note that the maximum number of financial achievement customer events that can be specified within a single Web API call is 1000

fields_set

(optional)

List of Strings, comma separated


A list of fields that should be included in the results. If not specified then all the available fields will be returned

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Expand
titlebulk financial statement customer event parameter object data


Name

Type

Description

request_unique_identifier

(mandatory)

StringA unique identifier of the request, provided by the caller, in order to identify the successful or failed results. Note that this information should be unique and is not stored within CRM.COM

accounts_receivable_identifier

(mandatory)

Accounts receivable Identifier

The related accounts receivable. The allowed accounts receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier_post
V4:accounts_receivable_identifier_post

Tip

For releases prior CRM.COM R17.0.0, this field was semi-optional

From CRM.COM R17.0.0, the access token attributes are supported


rewards_participant_identifier

(semi-optional)

Rewards Participant Identifier
The related rewards participant. The allowed rewards participant identifier fields are the following:

Include Page
V4:rewards_participants_identifier
V4:rewards_participants_identifier

Tip

Deprecated from CRM.COM R17.0.0


classification_identifier

(mandatory)

Customer Event Classification IdentifierThe classification of the customer event. Only financial statement classifications are allowed to be specified. The allowed customer event classification identifier fields are the following:

Include Page
V4:customer_event_classification_identifier
V4:customer_event_classification_identifier

performed_by_unit_identifier

(mandatory)

Unit IdentifierThe unit that initiated the customer event. The allowed unit identifier fields are the following:

Include Page
V4:unit_identifier
V4:unit_identifier

performed_on

(mandatory)

DateThe date that the customer event was actually performed

description

(optional)

StringA description of the customer event

external_system

(optional)

String

Defines the third party system that generated the customer event


external_system_reference_number

(optional)

String

Defines the unique reference number of the customer event in the external system

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

period

(mandatory)

Financial Statement Period ObjectThe period which is measured by the financial statement customer event

measured_key_performance_indicators_set

(mandatory)

Set of Measured Key Performance Indicator ObjectsThe set of key performance indicators that will be measured by the financial statement customer event

Anchor
create financial statement customer event referred parameters
create financial statement customer event referred parameters
Referred Parameter Objects

Include Page
V4:financial_statement_period_parameters
V4:financial_statement_period_parameters

Include Page
V4:financial_statement_customer_event_measured_KPI_parameters
V4:financial_statement_customer_event_measured_KPI_parameters

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