Table of Contents

maxLevel	2

GET credit_notes/show

This method returns information related with a credit note. A single credit note is returned by each call

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Credit note identifier

The identifier of the credit not that should be returned as a result. The allowed credit note identifier fields are the following:

...

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

Restrictions

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

Response Data

...

Examples

Expand

title	Example 1

HTTP Method: GET

Request:

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "notes": "Marios Lannister	30/1/2015 16:05:12	standard credit note",
        "udf_float_1": 10,
        "udf_float_2": 20,
        "udf_float_3": 30,
        "number": "CT00000182",
        "udf_float_4": 40,
        "udf_string_1": "udf string 1",
        "udf_string_2": "udf string 2",
        "udf_string_3": "udf string 3",
        "udf_string_4": "udf string 4",
        "udf_string_5": "udf string 5",
        "udf_string_6": "udf string 6",
        "udf_string_7": "udf string 7",
        "udf_string_8": "udf string 8",
        "accounts_receivable":
        {
            "account_owner":
            {
                "last_name": "Papapavlou",
                "life_cycle_state": "FINANCIAL",
                "middle_name": "Andreas",
                "company_profile": null,
                "title": "Ms",
                "type": "PERSON",
                "first_name": "Lucia",
                "name": "Lucia Papapavlou",
                "id": "1D92B269658D80DEDF2499E25201739E",
                "company_name": null,
                "demographics":
                {
                    "gender": "FEMALE",
                    "passport_issued_by_country":
                    {
                        "name": "GREECE",
                        "id": "209"
                    },
                    "passport_number": "113115",
                    "social_security_number": "113116",
                    "country_of_residence":
                    {
                        "name": "UNITED KINGDOM",
                        "id": "126"
                    },
                    "industry_sector":
                    {
                        "name": "GOVERNMENTAL",
                        "id": "A9BDEBD4D8FAEDB0BACE40C041156D12",
                        "alternative_code": "GOV"
                    },
                    "date_of_birth":
                    {
                        "month": 1,
                        "day": 1,
                        "year": 1990
                    },
                    "name_day":
                    {
                        "month": 5,
                        "day": 5
                    },
                    "id_number": "113114",
                    "id_issued_by_country":
                    {
                        "name": "GREECE",
                        "id": "209"
                    },
                    "industry":
                    {
                        "name": "Interior Design",
                        "id": "06B638258885DA26FA2BD40D9128D04E",
                        "code": "INTDS"
                    }
                }
            },
            "life_cycle_state": "ACTIVE",
            "number": "401",
            "name": "Loucia Papapavlou",
            "id": "ACAED91501DC6856A93E1E7E5AF6E5C0"
        },
        "discount_amount": 2.5,
        "id": "29DDF6B839BE577AD087AAB0B6C42596",
        "credit_note_item_set":
        [
            {
                "vat_percentage": 20,
                "sub_total": 33,
                "discount_amount": 2.5,
                "vat_rate":
                {
                    "name": "Standard",
                    "id": "B07FADC7060C61AC7B721252A6A0C5C2",
                    "description": null,
                    "alternative_code": "STN"
                },
                "discount_percentage": 8.333333,
                "net_amount": 30,
                "id": "4C91D62351FDF56DA07AB8C0FE704AA9",
                "quantity": 2,
                "cost": 15,
                "vat_amount": 5.5,
                "product":
                {
                    "product_type": null,
                    "id": "F43EBDCE48CAADEC32CB26F59904ECCD",
                    "description": "Smart Card",
                    "code": "Smart Card",
                    "alternative_code": null
                }
            }
        ],
        "posted_on": "2015-01-30T16:05:14",
        "udf_date_1": "2014-05-05T15:49:59",
        "udf_date_2": "2014-06-05T15:49:59",
        "udf_date_3": "2014-07-05T15:49:59",
        "udf_date_4": "2014-08-05T15:49:59",
        "vat_amount": 5.5,
        "log_information":
        {
            "updated_date": "2015-01-30T16:05:15",
            "created_by_unit":
            {
                "community_name": "Main Community",
                "group_name": "Main Group",
                "name": "Admin Unit",
                "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                "description": "r1",
                "alternative_code": "MG"
            },
            "created_date": "2015-01-30T16:05:11",
            "updated_by_unit":
            {
                "community_name": "Main Community",
                "group_name": "Main Group",
                "name": "Admin Unit",
                "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                "description": "r1",
                "alternative_code": "MG"
            },
            "created_by_user":
            {
                "person_name": "MPAdministrator",
                "username": "MPAdministrator",
                "id": "1",
                "email": "mp@ministrator.com"
            },
            "updated_by_user":
            {
                "person_name": "MPAdministrator",
                "username": "MPAdministrator",
                "id": "1",
                "email": "mp@ministrator.com"
            }
        },
        "issued_on": "2015-01-30T16:05:11",
        "total_amount": 33,
        "life_cycle_state": "POSTED",
        "net_amount": 30,
        "type":
        {
            "classification": "CREDIT_NOTE",
            "name": "Credit Note 1",
            "id": "B0BE932944DAFF4196DB5E54FEFDD9DC",
            "description": "Credit Note 1",
            "alternative_code": "CN1"
        },
        "back_office_code": null,
        "rejection_reason": null,
        "reference_number": "197",
        "category":
        {
            "name": "Credit Note Categories",
            "id": "952343B09192BEECEE2E1FAE55EE46FF",
            "description": "Credit Note Categories",
            "code": "CNC"
        }
    }
}

Expand

title	Example 2

HTTP Method: GET

Request:

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
  "data": {
    "issue_reason": null,
    "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": "2014-06-14T06:19:55",
      "updated_date": "2014-06-14T06:20:32",
      "updated_by_user": {
        "person_name": "k_clerides",
        "id": "1C21EB0EDC614C6888A77D076C1B7018",
        "email": null,
        "username": "k_clerides"
      },
      "created_by_user": {
        "person_name": "k_clerides",
        "id": "1C21EB0EDC614C6888A77D076C1B7018",
        "email": null,
        "username": "k_clerides"
      }
    },
    "discount_amount": 0,
    "currency_rate_period": {
      "from_date": "C7D7ED57F21B47028144967E015DCBE5",
      "to_date": 2.3,
      "rate": 2.3,
      "inverse_rate": 0.23000000417232513,
      "currency": {
        "suffix_symbol": null,
        "prefix_symbol": "£",
        "decimal_part_name": null,
        "code": "GBP",
        "integer_part_name": null,
        "id": "9"
      },
      "id": "C7D7ED57F21B47028144967E015DCBE5"
    },
    "udf_date_2": null,
    "type": {
      "alternative_code": "CN",
      "name": "Credit Note",
      "description": null,
      "id": "CREDITNOTE",
      "classification": "CREDIT_NOTE"
    },
    "udf_date_1": null,
    "udf_date_4": null,
    "udf_date_3": null,
    "number": "73",
    "udf_float_3": null,
    "udf_float_4": null,
    "vat_amount": 0,
    "rejection_reason": null,
    "id": "0ABC0B2A82614701B183612330385D6D",
    "udf_float_1": null,
    "udf_float_2": null,
    "udf_string_2": null,
    "udf_string_3": null,
    "accounting_period_information": {
      "accounting_period_date": "2016-06-22 00:00:00.0",
      "accounting_period": {
        "number": "2014",
        "closed_date": "2016-06-22 14:08:05.0",
        "from_date": "2014-01-01 06:19:41.0",
        "to_date": "2014-12-31 06:19:41.0",
        "name": "January 2014",
        "life_cycle_state": "CLOSED"
      }
    },
    "udf_string_4": null,
    "udf_string_5": null,
    "udf_string_1": null,
    "credit_note_item_set": [
      {
        "product": {
          "code": "Expense 1",
          "alternative_code": "E1",
          "description": null,
          "id": "A9917A7895044BEF9499DD6958539D33"
        },
        "quantity": 1,
        "cost": 15,
        "vat_amount": 0,
        "discount_amount": 0,
        "sub_total": 15,
        "id": "6A0F318C0E3D40F19489167C5BD8DC59",
        "net_amount": 15,
        "discount_percentage": 0,
        "vat_percentage": 0,
        "vat_rate": {
          "alternative_code": "VAT 9%",
          "name": "VAT 9%",
          "description": null,
          "id": "48ADFA77916048328685049A3B7E3F64"
        }
      }
    ],
    "accounts_receivable": {
      "number": "ACR0000000214",
      "name": "ACR0000000214 Marios Georgiou",
      "id": "A708CC64DBB3433B9971070FB82B8577",
      "life_cycle_state": "ACTIVE",
      "account_owner": {
        "company_profile": null,
        "company_name": null,
        "name": "Marios Georgiou",
        "last_name": "Georgiou",
        "id": "CC9EC2D3047D4BB7B2FB6268293F1397",
        "life_cycle_state": "FINANCIAL",
        "middle_name": null,
        "title": null,
        "type": "PERSON",
        "first_name": "Marios",
        "demographics": {
          "name_day": {
            "month": null,
            "day": null
          },
          "id_number": "4578985",
          "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
        }
      }
    },
    "life_cycle_state": "POSTED",
    "reference_number": "12",
    "posted_on": "2014-06-14T06:20:32",
    "total_amount": 15,
    "issued_on": "2014-06-14T06:19:55",
    "net_amount": 15,
    "udf_string_6": null,
    "category": null,
    "udf_string_7": null,
    "udf_string_8": null,
    "back_office_code": null
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

GET credit_notes/list

This method returns information related with credit notes. Multiple credit notes are returned by each call

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Accounts receivable identifier

The identifier of the accounts receivable in which the credit note that should be returned as a result should be allocated. The allowed accounts receivable identifier fields are the following:

...

type_identifier

(optional)

...

The financial transaction type of the credit note that should be returned as a result. The allowed financial transaction type identifier field are the following:

...

category_identifier

(optional)

...

The financial transaction category of the credit note that should be returned as a result. The allowed financial transaction category identifier fields are the following:

...

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

Restrictions

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

Response Data

...

Examples

Expand

title	Example 1

HTTP Method: GET

Request:

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    [
        {
            "number": "CT00000101",
            "id": "D1A78308D64F9CDEC08FAE8287216E83",
            "reference_number": "115"
        },
        {
            "number": "CT00000102",
            "id": "F19FC4591AEF34011F377DEF49D100AB",
            "reference_number": "116"
        }
    ]
}

Expand

title	Example 2

HTTP Method: GET

Request:

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
  "data": [
    {
      "number": "104",
      "currency_rate_period": null,
      "id": "94CEC3FC20AF4017900CF0BFF6F8A5F8"
    },
    {
      "number": "73",
      "currency_rate_period": {
        "from_date": "C7D7ED57F21B47028144967E015DCBE5",
        "to_date": 2.3,
        "rate": 2.3,
        "inverse_rate": 0.23000000417232513,
        "currency": {
          "suffix_symbol": null,
          "prefix_symbol": "£",
          "decimal_part_name": null,
          "code": "GBP",
          "integer_part_name": null,
          "id": "9"
        },
        "id": "C7D7ED57F21B47028144967E015DCBE5"
      },
      "id": "0ABC0B2A82614701B183612330385D6D"
    }
  ],
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST credit_notes/create

This method is creating a new credit note either in Draft or Posted state

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Accounts receivable identifier

The identifier of the accounts receivable in which the credit note should be allocated to. The allowed accounts receivable identifier fields are the following:

...

type_identifier

(mandatory)

...

The financial transaction type of the credit note. The allowed financial transaction type identifier field are the following:

...

life_cycle_state

(mandatory)

...

The state of the retrieved credit note which can be one of the following:

DRAFT, POSTED

...

category_identifier

(optional)

...

The financial transaction category of the credit note that should be returned as a result. The allowed financial transaction category identifier fields are the following:

...

member_accounts_receivable_identifier

(optional)

...

The member accounts receivable. Applicable only if the Credit Note is issued against a parent accounts receivable within a group which funds its members. The allowed accounts receivable identifier fields are the following:

...

notes

(optional)

...

back_office_code

(optional)

...

A back office code for the credit note. If specified then it should be unique

Tip
Available from CRM.COM R9.1.0

...

issue_reason

(optional)

...

intended_currency_identifier

(optional)

...

The currency that the user was intended to use for the credit note. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

...

Tip
Available from CRM.COM R11.0.0

...

udf_string_1

(optional)

...

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

...

invoices_to_credit_set

(optional)

...

credit_note_item_set

(mandatory)

...

fields_set

(optional)

...

Restrictions

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

Response Data

...

Examples

...

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
  "token": "E55F0CADDDFEAC5C5F269A71039DDA40",
  "accounts_receivable_identifier":{"number":"401"},
  "type_identifier":{"name":"Credit Note 1"},
  "life_cycle_state":"POSTED",
  "category_identifier":{"name":"Credit Note Categories"},
  "notes":"standard credit note",
  "issue_reason":"Cancellation of prepaid service",
  "udf_string_1":"udf string 1",
  "udf_string_2":"udf string 2",
  "udf_string_3":"udf string 3",
  "udf_string_4":"udf string 4",
  "udf_string_5":"udf string 5",
  "udf_string_6":"udf string 6",
  "udf_string_7":"udf string 7",
  "udf_string_8":"udf string 8",
  "udf_float_1":10,
  "udf_float_2":20,
  "udf_float_3":30,
  "udf_float_4":40,
  "udf_float_5":50,
  "udf_float_6":60,
  "udf_float_7":70,
  "udf_float_8":80,
  "udf_date_1":"2014-05-05T15:49:59",
  "udf_date_2":"2014-06-05T15:49:59",
  "udf_date_3":"2014-07-05T15:49:59",
  "udf_date_4":"2014-08-05T15:49:59",
  "invoices_to_credit_set": 
   [
     {
        "invoice_identifier":{"number":"I0010210"}
     },
     {
        "invoice_identifier":{"number":"I0010211"}
     }
   ],
   "credit_note_item_set":
   [
     {
       "product_identifier":{"code":"Smart Card"},
       "quantity":2,
       "cost":18,
       "discount_amount":3,
       "vat_rate_identifier":{"name":"Standard"},
       "udf_string_1":"udf string 1",
       "udf_string_2":"udf string 2",
       "udf_string_3":"udf string 3",
       "udf_string_4":"udf string 4",
       "udf_string_5":"udf string 5",
       "udf_string_6":"udf string 6",
       "udf_string_7":"udf string 7",
       "udf_string_8":"udf string 8",
       "udf_float_1":10,
       "udf_float_2":20,
       "udf_float_3":30,
       "udf_float_4":40,
       "udf_float_5":50,
       "udf_float_6":60,
       "udf_float_7":70,
       "udf_float_8":80,
       "udf_date_1":"2014-05-05T15:49:59",
       "udf_date_2":"2014-06-05T15:49:59",
       "udf_date_3":"2014-07-05T15:49:59",
       "udf_date_4":"2014-08-05T15:49:59"
     }
   ]
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

      {
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "total_amount": 33,
        "issued_on": "2014-10-30T11:34:37",
        "life_cycle_state": "POSTED",
        "number": "CT00000158",
        "id": "48E6B743D21A8F284EE0CB99805E4CF9",
        "reference_number": "171",
        "posted_on": "2014-10-30T11:36:27"
    }
}

...

title	Example 2

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "token":"{{token}}",
    "accounts_receivable_identifier":{"number":"ACR0000000214"},
  "type_identifier":{"name":"Credit Note"},
  "life_cycle_state":"POSTED",
  "notes":"standard credit note",
  "issue_reason":"Cancellation of prepaid service",
  "udf_string_1":"udf string 1",
  "udf_string_2":"udf string 2",
  "udf_string_3":"udf string 3",
  "udf_string_4":"udf string 4",
  "udf_string_5":"udf string 5",
  "udf_string_6":"udf string 6",
  "udf_string_7":"udf string 7",
  "udf_string_8":"udf string 8",
  "udf_float_1":10,
  "udf_float_2":20,
  "udf_float_3":30,
  "udf_float_4":40,
  "udf_float_5":50,
  "udf_float_6":60,
  "udf_float_7":70,
  "udf_float_8":80,
  "udf_date_1":"2014-05-05T15:49:59",
  "udf_date_2":"2014-06-05T15:49:59",
  "udf_date_3":"2014-07-05T15:49:59",
  "udf_date_4":"2014-08-05T15:49:59",
   "credit_note_item_set":
   [
     {
       "product_identifier":{"code":"Smartcard"},
       "quantity":2,
       "cost":18,
       "discount_amount":3,
       "vat_rate_identifier":{"name":"Standard"},
       "udf_string_1":"udf string 1",
       "udf_string_2":"udf string 2",
       "udf_string_3":"udf string 3",
       "udf_string_4":"udf string 4",
       "udf_string_5":"udf string 5",
       "udf_string_6":"udf string 6",
       "udf_string_7":"udf string 7",
       "udf_string_8":"udf string 8",
       "udf_float_1":10,
       "udf_float_2":20,
       "udf_float_3":30,
       "udf_float_4":40,
       "udf_float_5":50,
       "udf_float_6":60,
       "udf_float_7":70,
       "udf_float_8":80,
       "udf_date_1":"2014-05-05T15:49:59",
       "udf_date_2":"2014-06-05T15:49:59",
       "udf_date_3":"2014-07-05T15:49:59",
       "udf_date_4":"2014-08-05T15:49:59"
     }
   ]
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

   {
  "data": {
    "posted_on": "2016-07-05T15:04:02",
    "number": "107",
    "total_amount": 0,
    "issued_on": "2016-07-05T15:04:02",
    "currency_rate_period": null,
    "id": "1D975E651947499EAC1733ED1E0EE6FD",
    "life_cycle_state": "POSTED",
    "reference_number": "38"
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST credit_notes/post

This method is used to post a credit note which is in draft state.

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Credit note identifier

The identifier of the credit note that should be posted. Only credit notes in draft state can be specified.The allowed credit note identifier fields are the following:

...

fields_set
(optional)

...

Restrictions

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

Response Data

...

Examples

...

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"credit_note_identifier":{"reference_number":"118"},
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "total_amount": 9,
        "issued_on": "2014-07-14T14:26:04",
        "life_cycle_state": "POSTED",
        "number": "CT00000104",
        "id": "6C918645DCFE24C866EF51986AB71E41",
        "reference_number": "118",
        "posted_on": "2014-07-14T14:26:50"
    }
}

...

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "token":"{{token}}",
    "credit_note_identifier":{"reference_number":"24"}
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
 "data": {
 "posted_on": "2016-07-05T15:06:38",
 "number": "108",
 "total_amount": 5.45,
 "issued_on": "2016-06-14T14:12:13",
 "currency_rate_period": null,
 "id": "C90CA0E074194C57B88C2C107B83A244",
 "life_cycle_state": "POSTED",
 "reference_number": "24"
 },
 "status": {
 "code": "OK",
 "description": "",
 "message": ""
 }
}

POST credit_notes/reject

This method is used to reject a credit note which is in draft state.

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Credit note identifier

The identifier of the credit note that should be posted. Only credit notes in draft state can be specified.The allowed credit note identifier fields are the following:

...

The reason that the credit note is rejected. The allowed rejection reason identifier fields are the following:

...

fields_set
(optional)

...

Restrictions

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

Response Data

...

Examples

...

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"credit_note_identifier":{"reference_number":"119"},
	"rejection_reason_identifier":{"name":"Reject Due to Business Request"},
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "total_amount": 18,
        "issued_on": "2014-07-14T14:28:51",
        "life_cycle_state": "REJECTED",
        "number": null,
        "id": "FFB55C221FE17BF201AEAF2E5A504E94",
        "reference_number": "119",
        "posted_on": null
    }
}

...

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "token":"{{token}}",
    "credit_note_identifier":{"reference_number":"39"},
    "rejection_reason_identifier":{"name":"Reject Due to Error"}
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
  "data": {
    "posted_on": null,
    "number": null,
    "total_amount": null,
    "issued_on": "2016-07-05T15:08:48",
    "currency_rate_period": null,
    "id": "DDF96980E8B5427BB63133FA6B1574E1",
    "life_cycle_state": "REJECTED",
    "reference_number": "39"
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST credit_notes/update

Tip
Available from CRM.COM R9.1.0

This method is updating a single Credit Note but only as long as it is in Draft life cycle state

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

credit_note_identifier

(mandatory)

...

The identifier of the credit note that should be updated. Only credit notes in draft state can be specified.The allowed credit note identifier fields are the following:

...

(optional)

...

Accounts receivable identifier

The identifier of the accounts receivable in which the credit note should be allocated to. The allowed accounts receivable identifier fields are the following:

...

type_identifier

(optional)

...

The financial transaction type of the credit note. Only financial transaction types with classification Credit Note can be specified. The allowed financial transaction type identifier field are the following:

...

category_identifier

(optional)

...

The financial transaction category of the credit note that should be returned as a result. The allowed financial transaction category identifier fields are the following:

...

(optional)

...

The member accounts receivable. Applicable only if the Credit Note is issued against a parent accounts receivable within a group which funds its members. The allowed accounts receivable identifier fields are the following:

...

notes

(optional)

...

back_office_code

(optional)

...

A back office code for the credit note. If specified then it should be unique

...

issue_reason

(optional)

...

intended_currency_identifier

(optional)

...

The currency that the user was intended to use for the credit note. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

...

Tip
Available from CRM.COM R11.0.0

...

udf_string_1

(optional)

...

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

...

invoices_to_credit_set

(optional)

...

The invoices that are intended to be credited

...

credit_note_item_set

(optional)

...

The items of the credit note

...

fields_set
(optional)

...

Restrictions

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

Response Data

...

Examples

HTTP Method: POST

Request:

Body:

Expand

title	Example 1

Code Block

theme	Confluence
language	javascript
linenumbers	true

 {
 "token":"BBF4751F690743CD860E518662A15026",
  "credit_note_identifier":{"reference_number":"145"},
   "accounts_receivable_identifier":{"name":"CityFlat Sub"},
    "type_identifier":{"name":"Credit Note 2"},
   "category_identifier":{"name":"Global Categories"},
   "back_office_code":"CRN000001",
    "notes":"Credit note",
   "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_float_5":50,
   "udf_float_6":60,
   "udf_float_7":70,
   "udf_float_8":80,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59",
    "invoices_to_credit_set": 
    [
       {
        "action":"add",
         "invoice_identifier":{"number":"I00000173"}
       }
   ],
    "credit_note_item_set": 
    [
       {
        "action":"remove",
         "credit_note_item_identifier":{"id":"4B47E5F350EA4F98959FDECA4E2E87DD"}
       },
      {
        "action":"add",
        "product_identifier":{"code":"Smartcard 2"},
        "quantity":2,
        "sub_total":15,
        "discount_amount":5,
        "vat_rate_identifier":{"name":"Zero"}
       }
   ]
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

 {
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "notes": "Marios Lannister\t4/5/2016 15:48:24\tCredit note\tMarios Lannister\t4/5/2016 15:55:05\tCredit note\tMarios Lannister\t4/5/2016 15:55:28\tCredit note\tMarios Lannister\t4/5/2016 15:56:29\tCredit note\tMarios Lannister\t4/5/2016 15:56:43\tCredit note\tMarios Lannister\t4/5/2016 16:08:54\tCredit note\tMarios Lannister\t4/5/2016 16:11:11\tCredit note",
    "udf_float_1": 10,
    "udf_float_2": 20,
    "udf_float_3": 30,
    "number": null,
    "udf_float_4": 40,
    "udf_string_1": "udf string 1",
    "udf_string_2": "udf string 2",
    "udf_string_3": "udf string 3",
    "udf_string_4": "udf string 4",
    "udf_string_5": "udf string 5",
    "udf_string_6": "udf string 6",
    "udf_string_7": "udf string 7",
    "udf_string_8": "udf string 8",
    "accounts_receivable": {
      "account_owner": {
        "last_name": "Clark",
        "middle_name": "S.",
        "life_cycle_state": "FINANCIAL",
        "company_profile": null,
        "title": "Mrs",
        "first_name": "Kathy",
        "type": "PERSON",
        "id": "460BB0DB7A4EB61D9D6E3DFEE8566C08",
        "name": null,
        "company_name": null,
        "demographics": {
          "gender": "FEMALE",
          "passport_issued_by_country": null,
          "social_security_number": "88996633",
          "passport_number": "4564455",
          "industry_sector": null,
          "name_day": {
            "month": 1,
            "day": 1
          },
          "date_of_birth": {
            "month": 1,
            "day": 1,
            "year": 1980
          },
          "id_number": "87878000",
          "industry": null,
          "id_issued_by_country": null
        }
      },
      "life_cycle_state": "ACTIVE",
      "number": "253",
      "id": "3CCC9B1B4D2AB43F57E49751DF63B916",
      "name": "CityFlat Sub"
    },
    "discount_amount": 10,
    "id": "E391DC06C890D7A58D73DA030B922B01",
    "credit_note_item_set": [
      {
        "vat_percentage": 0,
        "sub_total": 15,
        "discount_amount": 5,
        "vat_rate": {
          "id": "EDE5318C0AA394902E8C7DAE0227CB01",
          "name": "Zero",
          "description": "No VAT applied",
          "alternative_code": "ZR"
        },
        "discount_percentage": 25,
        "net_amount": 20,
        "id": "4B47E5F350EA4F98959FDECA4E2E87DD",
        "quantity": 2,
        "cost": 10,
        "vat_amount": 0,
        "product": {
          "id": "80EEE8F6F46767AE32E6ABE68603E9F2",
          "description": "SmartCards 2",
          "code": "Smartcard 2",
          "alternative_code": "SC2"
        }
      },
      {
        "vat_percentage": 0,
        "sub_total": 15,
        "discount_amount": 5,
        "vat_rate": {
          "id": "EDE5318C0AA394902E8C7DAE0227CB01",
          "name": "Zero",
          "description": "No VAT applied",
          "alternative_code": "ZR"
        },
        "discount_percentage": 25,
        "net_amount": 20,
        "id": "C96703BE1CDA47B0889DED7AA83445DA",
        "quantity": 10,
        "cost": 2,
        "vat_amount": 0,
        "product": {
          "id": "80EEE8F6F46767AE32E6ABE68603E9F2",
          "description": "SmartCards 2",
          "code": "Smartcard 2",
          "alternative_code": "SC2"
        }
      },
      {
        "vat_percentage": 0,
        "sub_total": 15,
        "discount_amount": 5,
        "vat_rate": {
          "id": "EDE5318C0AA394902E8C7DAE0227CB01",
          "name": "Zero",
          "description": "No VAT applied",
          "alternative_code": "ZR"
        },
        "discount_percentage": 25,
        "net_amount": 20,
        "id": "A54EE4337C6144D196B521BC7CECF92D",
        "quantity": 2,
        "cost": 10,
        "vat_amount": 0,
        "product": {
          "product_type": {
            "service_type": null,
            "physical_good_type": "TRACEABLE",
            "used_for_provisioning": false,
            "classification": "PHYSICALGOODS",
            "composition_method": "FLAT",
            "id": "6173FC99331504AD1ACB5D697D54DA8C",
            "name": "Smartcards",
            "description": "Smartcards",
            "alternative_code": "SC"
          },
          "id": "80EEE8F6F46767AE32E6ABE68603E9F2",
          "description": "SmartCards 2",
          "code": "Smartcard 2",
          "alternative_code": "SC2"
        }
      }
    ],
    "posted_on": null,
    "udf_date_1": "2014-05-05T15:49:59",
    "udf_date_2": "2014-06-05T15:49:59",
    "udf_date_3": "2014-07-05T15:49:59",
    "issue_reason": null,
    "udf_date_4": "2014-08-05T15:49:59",
    "vat_amount": 0,
    "log_information": {
      "updated_date": "2016-05-04T13:11:16",
      "created_date": "2014-11-05T13:08:37",
      "created_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "updated_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "created_by_user": {
        "person_name": "MPAdministrator",
        "username": "MPAdministrator",
        "id": "1",
        "email": "sakkascy1986@hotmail.com"
      },
      "updated_by_user": {
        "person_name": "Marios Lannister",
        "username": "MPAdministrator",
        "id": "1"
      }
    },
    "issued_on": "2014-11-06T00:00:00",
    "total_amount": 30,
    "life_cycle_state": "DRAFT",
    "back_office_code": "CRN000001",
    "rejection_reason": null,
    "type": {
      "classification": "CREDIT_NOTE",
      "id": "CD0946E1DB7D9524000E72DAC88AB124",
      "name": "Credit Note 2",
      "description": "Credit Note 2",
      "alternative_code": "CN2"
    },
    "net_amount": 40,
    "reference_number": "145",
    "category": {
      "id": "A2BC929D02D8CA9E6C2C639A91DFBE4B",
      "name": "Global Categories",
      "description": "Global Categories",
      "code": "GC"
    }
  }
}

Expand

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{
    "token":"{{token}}",
  "credit_note_identifier":{"reference_number":"25"},
   "back_office_code":"CRN000001",
    "notes":"Credit note",
   "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_float_5":50,
   "udf_float_6":60,
   "udf_float_7":70,
   "udf_float_8":80,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59",
    "credit_note_item_set":
    [
     
      {
        "action":"add",
        "product_identifier":{"code":"Smartcard"},
        "quantity":2,
        "sub_total":15,
        "discount_amount":5,
        "vat_rate_identifier":{"name":"Zero"}
       }
   ]
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

{ "data": { "issue_reason": null, "notes": "CRM COM\t5/7/2016 18:20:11\tCredit note", "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": "2016-06-14T14:12:51", "updated_date": "2016-07-05T15:20:11", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "created_by_user": { "person_name": "k_clerides", "id": "1C21EB0EDC614C6888A77D076C1B7018", "email": null, "username": "k_clerides" } }, "discount_amount": 5, "currency_rate_period": null, "udf_date_2": "2014-06-05T15:49:59", "type": { "alternative_code": "CN", "name": "Credit Note", "description": null, "id": "CREDITNOTE", "classification": "CREDIT_NOTE" }, "udf_date_1": "2014-05-05T15:49:59", "udf_date_4": "2014-08-05T15:49:59", "udf_date_3": "2014-07-05T15:49:59", "number": null, "udf_float_3": 30, "udf_float_4": 40, "vat_amount": 0.45, "rejection_reason": null, "id": "A7D1458DA1394B7A9FE45E2CD9E94F83", "udf_float_1": 10, "udf_float_2": 20, "udf_string_2": "udf string 2", "udf_string_3": "udf string 3", "accounting_period_information": null, "udf_string_4": "udf string 4", "udf_string_5": "udf string 5", "udf_string_1": "udf string 1", "credit_note_item_set": [ { "product": { "code": "Smartcard", "product_type": { "service_type": null, "used_for_provisioning": true, "alternative_code": "S", "composition_method": "FLAT", "name": "SMARTCARD", "description": "SMARTCARD", "id": "D6BE0209EC0149989A89972CE889DF8B", "classification": "PHYSICALGOODS", "physical_good_type": "TRACEABLE" }, "alternative_code": "S", "description": null, "id": "4F656ED5DAC44168B0805227881202CD" }, "quantity": 2, "cost": 10, "vat_amount": 0, "discount_amount": 5, "sub_total": 15, "id": "ADFC615D25C44CFCA43F723351E2DE57", "net_amount": 20, "discount_percentage": 25, "vat_percentage": 0, "vat_rate": { "alternative_code": "Z", "name": "Zero", "description": null, "id": "B975C041156341D8A9D2F83FC8D36E87" } }, { "product": { "code": "Expense 1", "alternative_code": "E1", "description": null, "id": "A9917A7895044BEF9499DD6958539D33" }, "quantity": 1, "cost": 5, "vat_amount": 0.45, "discount_amount": 0, "sub_total": 5.45, "id": "86365C2A147C432AA93ABE45698BDA27", "net_amount": 5, "discount_percentage": 0, "vat_percentage": 9, "vat_rate": { "alternative_code": "VAT 9%", "name": "VAT 9%", "description": null, "id": "48ADFA77916048328685049A3B7E3F64" } } ], "accounts_receivable": { "number": "ACR0000000020", "name": "ACR0000000020 Mary Keller", "id": "7BE0FFF150C5438BA48F3153E9EF75D7", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": null, "last_name": "Keller", "id": "64F72AE24DF644E6A9C2C21A3E397B67", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Mary", "demographics": { "name_day": { "month": null, "day": null }, "id_number": "252365221", "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 } } }, "life_cycle_state": "DRAFT", "reference_number": "25", "posted_on": null, "total_amount": 20.45, "issued_on": "2016-06-14T14:12:51", "net_amount": 25, "udf_string_6": "udf string 6", "category": null, "udf_string_7": "udf string 7", "udf_string_8": "udf string 8", "back_office_code": "CRN000001" }, "status": { "code": "OK", "description": "", "message": "" } } Panel

name	blue

Child pages (Children Display)

all	true
excerpt	true

Versions Compared

Old Version 30

New Version Current

Key

GET credit_notes/show

Resource URL

Parameters

Restrictions

Response Data

Examples

GET credit_notes/list

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/create

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/post

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/reject

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/update

Resource URL

Parameters

Restrictions

Response Data

Examples

Page Comparison

Versions Compared

Old Version 30

New Version Current

Key

GET credit_notes/show

Resource URL

Parameters

Restrictions

Response Data

Examples

GET credit_notes/list

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/create

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/post

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/reject

Resource URL

Parameters

Restrictions

Response Data

Examples

POST credit_notes/update

Resource URL

Parameters

Restrictions

Response Data

Examples