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changes.mady.by.user Joseph Ioannou (Unlicensed)

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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 a existing Presentment Preference Preferences of an Accounts Receivable. A single Multiple Accounts Receivable's Presentment Preference Preferences can be updated by each call. Only one Accounts Receivable is updated by each call

Resource URL

...

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

Anchor
accounts_receivable_presentment_preferences_update referred objects parameters
accounts_receivable_presentment_preferences_update referred objects parameters
Referred Parameter Objects Data

Include Page
V4:accounts_receivable_presentment_preference_parameter
V4:accounts_receivable_presentment_preference_parameter

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Both those parameters is allowed to be specified.

...

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": ""
    }
}