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| title | accounts_receivable_parameter object data |
|---|
...
Name
...
Type
...
Description
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(mandatory)
...
Defines if a new or existing accounts receivable should be used. The supported values are the following:
NEW, EXISTING
...
| Expand |
|---|
| title | accounts_receivable_parameter object data |
|---|
|
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 |
|---|
| accounts_receivable_identifier |
|---|
| accounts_receivable_identifier |
|---|
|
| 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 |
|---|
Deprecated from CRM.COM R11.0.0 |
| 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 |
An existing that should be used. classification identifier. This is applicable and mandatory if the action is set to |
EXISTING accounts receivable classification identifier fields are the following: | Include Page |
|---|
| accounts_receivable_classification_identifier |
|---|
| accounts_receivable_classification_identifier |
|---|
|
|
nameThis is applicable if the action is set to NEW | credit_rating_code (mandatory on conditions) | String | The |
name of the accounts receivablecode of the credit rating. This is applicable and mandatory if the action is set to NEW |
description (optional) | String | The description of the retrieved accounts receivable. This . 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 |
notesowned_by_group_identifier (optional) |
String notes of 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. The allowed group identifier fields are the following: | Include Page |
|---|
| group_identifier |
|---|
| group_identifier |
|---|
|
| Tip |
|---|
Deprecated from CRM.COM R18.0.0 |
| owned_by_business_unit_identifier (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 | Business Unit identifier | The business unit owning the accounts receivable |
can ever reach. This is applicable if the action is set to NEW. The allowed business unit identifier fields are the following: | Include Page |
|---|
| business_unit_identifier |
|---|
| business_unit_identifier |
|---|
|
|
Deprecated R11creditperiodoperator The credit period operator. The supported values are the following: PLUS,MINUS String | | Privacy level identifier | The privacy level of the accounts receivable. 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 . The allowed privacy level identifier fields are the following: | Include Page |
|---|
| privacy_level_identifier |
|---|
| privacy_level_identifier |
|---|
|
| Tip |
|---|
Deprecated from CRM.COM R18.0.0 |
| 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: |
accounts_receivable_classificationaccounts_receivableclassification_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 |
|---|
group_identifier | group_identifier | privacy_level_identifier (optional) | Privacy level identifier | The privacy level of the accounts receivable| Tip |
|---|
Available from CRM.COM R10.0.0 |
| 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 |
|---|
| user_identifier |
|---|
| user_identifier |
|---|
|
Assigning an Account Manager is only applicable for Accounts Receivables that are owned by a COMPANY | Tip |
|---|
Available from CRM.COM R14.0.0 |
| 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 |
. The allowed privacy level identifier fields are the following:| Include Page |
|---|
privacy_level_identifier | privacy_level_identifier | currency_identifierCurrency identifier | The identifier of the currency to be used| String | User Defined Field of type String. 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 |
|---|
currency_identifier | currency_identifier | | Tip |
|---|
Available from CRM.COM R10.0.0 |
account_managerThe identifier of the user that should be set as the Account Manager. The allowed user identifier fields are the following | Include Page |
|---|
user_identifier | user_identifier | Assigning an Account Manager is only applicable for Accounts Receivables that are owned by a COMPANY | Tip |
|---|
Available from CRM.COM R14.0.0applicable 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) |
User Identifier | | 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_ |
1 7 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | udf_string_ |
2 8 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | udf_ |
string3 StringFloat | User Defined Field of type |
StringFloat. This is applicable if the action is set to NEW | udf_ |
string4 StringFloat | User Defined Field of type |
StringFloat. This is applicable if the action is set to NEW | udf_ |
string5StringFloat | User Defined Field of type |
StringFloat. This is applicable if the action is set to NEW | udf_ |
string6 StringFloat | User Defined Field of type |
StringFloat. This is applicable if the action is set to NEW | udf_ |
string7StringDate | User Defined Field of type |
StringDate. This is applicable if the action is set to NEW | udf_ |
string8StringDate | User Defined Field of type |
StringDate. This is applicable if the action is set to NEW | udf_ |
float1FloatDate | User Defined Field of type |
FloatDate. This is applicable if the action is set to NEW | udf_ |
float2FloatDate | User Defined Field of type |
FloatDate. This is applicable if the action is set to NEW |
udffloat3Float | 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 | Set of Custom Fields | The custom fields that are associated with the accounts receivable If no records are specified in the set then nothing will be updated. To add or update a value on a custom field use the custom field name as configured in CRM.COM along with the respective value. To remove a value from a custom field use the custom field name as configured in CRM.COM along with an empty value | Code Block |
|---|
| language | javascript |
|---|
| theme | Confluence |
|---|
| linenumbers | true |
|---|
| "custom_field_set": [
{"field_name" : "value"},
{"field_name" : "value"}
] |
| Tip |
|---|
Available from CRM.COM R16.2.0 |
| contact_information (mandatory on conditions) | Contact information object | The contact information of the accounts receivable owner. This is applicable and mandatory if the action is set to NEW | billing_address (mandatory on conditions) | Billing address object |
The The accounts receivable billing address. This is applicable and mandatory if the action is set to NEW |
presentment_preferences_set | Tip |
|---|
From CRM.COM R14.3.0, billing_address is mandatory based on the accounts receivable definitions' billing address rules |
| wallet_top_up_rules (optional) |
Set of Presentment Preferences Object | Wallet Top Up Rules Object | |
presentment preferences of the retrieved . This is applicable if the action is set to NEWpaymentwallet top up rules. Applicable only if the account owner owns a wallet and has opt in to recurring payments through payment preferences | Tip |
|---|
Available from CRM.COM R14.2.0 |
| presentment_preferences_set (optional) | Set of |
Payment Object payment presentment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW |
automatic_recurring_paymentsAutomatic Recurring Payments Preferences ObjectSet of Payment Preferences Object | The |
automatic recurring payments payment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW |
tipAvailable from CRM.COM R14.0.0 | 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 |
|---|
Available from CRM.COM R8.0.0 |
|
| Anchor |
|---|
| accounts_receivable_create referred objects parameters |
|---|
| accounts_receivable_create referred objects parameters |
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|
Referred Parameter Objects Data
| Include Page |
|---|
| contact_information_parameters |
|---|
| contact_information_parameters |
|---|
|
| Include Page |
|---|
| billing_address_parameter |
|---|
| billing_address_parameter |
|---|
|
| Include Page |
|---|
| accountswallet_receivabletop_presentmentup_preferencerules_parameteraccounts |
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| wallet_receivabletop_presentmentup_preferencerules_parameter |
|---|
|
| Include Page |
|---|
| accounts_receivable_paymentpresentment_preference_parameter |
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| accounts_receivable_paymentpresentment_preference_parameter |
|---|
|
| Include Page |
|---|
| automaticaccounts_recurringreceivable_paymentspayment_preference_parameterautomatic |
|---|
| accounts_recurringreceivable_paymentspayment_preference_parameter |
|---|
|
| Include Page |
|---|
| access_token_parameters |
|---|
| access_token_parameters |
|---|
|
|
...