Name | Type | Description |
action
(mandatory) | String | Defines if a new or existing accounts receivable should be used. The supported values are the following: NEW, EXISTING |
accounts_receivable_identifier (mandatory on conditions) | Accounts receivable identifier | An existing accounts receivable that should be used. This is applicable and mandatory if the action is set to EXISTING. The allowed accounts receivable identifier fields are the following: | Include Page |
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| accounts_receivable_identifier |
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| accounts_receivable_identifier |
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name (mandatory on conditions) | String | The name of the accounts receivable. This is applicable and mandatory if the action is set to NEW |
description (optional) | String | The description of the retrieved accounts receivable. This is applicable if the action is set to NEW |
notes (optional) | String | The notes of the retrieved accounts receivable. This is applicable if the action is set to NEW |
vat_number (optional) | String | The VAT number of the retrieved accounts receivable. This is applicable if the action is set to NEW |
credit_limit (optional) | Number | Is the maximum amount of credit that can be provided to the specific accounts receivable, or in other words the maximum balance that the accounts receivable can ever reach. This is applicable if the action is set to NEW | Tip |
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Deprecated from CRM.COM R11.0.0 |
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credit_period_operator (optional) | String | The credit period operator. The supported values are the following: PLUS,MINUS This is applicable if the action is set to NEW |
credit_period (optional) | Number | Credit period is the length of time for which a customer is allowed to settle any given debit. This is applicable if the action is set to NEW |
classification_identifier (mandatory on conditions) | Accounts receivable classification identifier | The accounts receivable classification identifier. This is applicable and mandatory if the action is set to NEW. The allowed classification identifier fields are the following: | Include Page |
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| accounts_receivable_classification_identifier |
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| accounts_receivable_classification_identifier |
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This is applicable if the action is set to NEW |
credit_rating_code (mandatory on conditions) | String | The code of the credit rating. This is applicable and mandatory if the action is set to NEW. The supported codes are the following: AAA, AA, A, BAA, BA, B, CAA, CA, C This is applicable if the action is set to NEW |
owned_by_group_identifier (optional) | Group identifier | The group owning the accounts receivable. This is applicable if the action is set to NEW. The allowed group identifier fields are the following: | Include Page |
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| group_identifier |
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| group_identifier |
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privacy_level_identifier (optional) | Privacy level identifier | The privacy level of the accounts receivable. This is applicable if the action is set to NEW. The allowed privacy level identifier fields are the following: | Include Page |
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| privacy_level_identifier |
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| privacy_level_identifier |
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currency_identifier (optional) | Currency identifier | The identifier of the currency to be used. This is optional information but it is only applicable when creating a new accunts receivable. The allowed currency identifier fields are the following:| Include Page |
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| currency_identifier |
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| currency_identifier |
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| Tip |
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Available from CRM.COM R10.0.0 |
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account_manager (optional) | User Identifier | The identifier of the user that should be set as the Account Manager. The allowed user identifier fields are the following | Include Page |
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| user_identifier |
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| user_identifier |
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Assigning an Account Manager is only applicable for Accounts Receivables that are owned by a COMPANY | Tip |
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Available from CRM.COM R14.0.0 |
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udf_string_1 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_2 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_3 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_4 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_5 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_6 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_7 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_string_8 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW |
udf_float_1 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW |
udf_float_2 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW |
udf_float_3 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW |
udf_float_4 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW |
udf_date_1 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW |
udf_date_2 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW |
udf_date_3 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW |
udf_date_4 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW |
contact_information (mandatory on conditions) | Contact information object | The contact information of the accounts receivable owner. This is | applicable applicable and mandatory if the action is set to NEW |
contactbilling_informationaddress (mandatory on conditions) | Contact information Billing address object | The contact information of the accounts receivable ownerbilling address. This is applicable and mandatory if the action is set to NEWbilling_address |
wallet_top_up_rules (mandatory on conditions) | Billing address object | The accounts receivable billing address. This is applicable and mandatory if the action is set to NEWoptional) | Wallet Top Up Rules Object | The accounts receivable wallet top up rules. Applicable only if the account owner owns a wallet and has opt in to recurring payments through payment preferences | Tip |
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Available from CRM.COM R14.2.0 |
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presentment_preferences_set (optional) | Set of Presentment Preferences Object | The presentment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW |
payment_preferences_set (optional) | Set of Payment Preferences Object | The payment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW |
access_tokens_set (mandatory on conditions) | Set of Access Token Objects | The access tokens that will be associated with the accounts receivable. This information is mandatory if the active access token definition is set up to require at least one access token for each accounts receivable | Tip |
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Available from CRM.COM R8.0.0 |
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