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This method is used to create an achievement customer event in a posted life cycle state

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

accounts_receivable_identifier

(semi-optional)

...

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

...


Excerpt

This method is used to create an achievement customer event in a posted life cycle state

Resource URL

Parameterse

Name

Type

Description

token

String

The token retrieved from the login method

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

From CRM.COM R18.0.0, the access token attributes are deprecated


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_post
V4:rewards_participants_identifier_post

Tip

Deprecated from CRM.COM R17.0.0


classification_identifier

(mandatory)

Customer Event Classification IdentifierThe classification of the customer event. The allowed customer event classification identifier fields are the following:

Include Page
V4:customer_event_classification_identifier
V4:customer_event_classification_identifier

product_identifier

(optional)

Product Identifier

The product of the customer event. Any type of products can be specified. The allowed product identifier fields are the following:

Include Page
V4:product_identifier
V4:product_identifier

Tip

Available from CRM.COM R15.0.0


payment_medium_type_identifier

(optional)

Payment Medium Type Identifier

The payment medium type of the customer event. Only payment medium types which are allowed in the related accounts receivable can be specified.

The allowed payment medium type identifier fields are the following

Include Page
V4:payment_medium_type_identifier
V4:payment_medium_type_identifier

Tip

Available from CRM.COM R15.0.0


Tip

If this parameter is not specified and accounts receivable identified is made against an access token of a credit card authentication code, then this attribute will be set as the default medium type as specified in the related access token classification

Deprecated from CRM.COM R18.0.0


payment_medium_brand_identifier

(optional)

Payment Medium Brand Identifier

The payment medium brand of the customer event. Only payment medium brands which are allowed in the related accounts receivable can be specified.

The allowed payment medium brand identifier fields are the following

Include Page
V4:payment_medium_brand_identifier
V4:payment_medium_brand_identifier

Tip

Available from CRM.COM R15.0.0


Tip

If this parameter is not specified and accounts receivable identified is made against an access token of a credit card authentication code, then this attribute will be set as the default medium brand as specified in the related access token classification

Deprecated from CRM.COM R18.0.0


payment_medium_identifier

(optional)

String

The payment medium identifier of the customer event.

Tip

Available from CRM.COM R15.0.0


amount

(optional)

Number

The achievement customer event's amount

Tip

Available from CRM.COM R15.0.0


performed_by_business_unit_identifier

(semi-optional)

Rewards Participant
Business Unit Identifier
The
related rewards participant
business unit that initiated the customer event. The allowed
rewards participant
identifier fields are the following
:

Include Page
V4:

rewards

business_

participants

unit_identifier
V4:

rewards_participants_identifierclassification

business_unit_identifier

Tip

Available from CRM.COM R18.0.0

From CRM.COM R18.0.0, this attribute will be set automatically if the performed_by_device_identifier is specified


performed_by_unit_identifier

(

mandatory

semi-optional)

Customer Event Classification
Unit Identifier
The
classification of
unit that initiated the customer event. The allowed
customer event classification
identifier fields are the following
:

Include Page
V4:

customer_event_classification

unit_identifier
V4:

customer

unit_

event_classification_ Include PageV4:product_identifierV4:product_identifier TipAvailable from CRM.COM R15

identifier

product_identifier

(optional)

Product Identifier

The product of the customer event. Any type of products can be specified. The allowed product identifier fields are the following:

Tip

For releases prior CRM.COM R17.0.0, this attribute was mandatory

From CRM.COM R17.0.0, this attribute will be set automatically if the performed_by_device_identifier is specified

Deprecated from CRM.COM R18.0.0

payment


performed_

medium

by_

type

tap_identifier

(semi-optional)

Payment Medium Type IdentifierThe payment medium type of
Transaction Acquiring Point Identifier

The unit's transaction acquiring point that initiated the customer event.

Only payment medium types which are allowed in the related accounts receivable can be specified.

The allowed

payment medium type

identifier fields are the following

:

Include Page
V4:

payment

transaction_

medium

acquiring_

type

point_identifier
V4:

payment

transaction_

medium

acquiring_

type

point_identifier

Tip

Available from CRM.COM

R15V4:payment_medium_brand_identifierV4:payment_medium_brand_identifier
Tip

Available from CRM.COM R15.0.0

payment_medium_identifier

R17.0.0

payment_medium_brand_identifier

(optional)

Payment Medium Brand Identifier

The payment medium brand of the customer event. Only payment medium brands which are allowed in the related accounts receivable can be specified. The allowed payment medium brand identifier fields are the following:

Include Page

From CRM.COM R17.0.0, this attribute will be set automatically if the performed_by_unit_identifier is specified

From CRM.COM R18.0.0, this attribute will be set automatically if the performed_by_business_unit_identifier is specified


performed_on

(mandatory)

DateThe date that the customer event was actually performed

description

(optional)

StringA description of the customer event

external_system

(optional)

String

The

payment medium identifier of

third party system that generates the customer event

.

Tip

Available from CRM.COM

R15

R10.0.0

amount


external_system_reference_number

(optional)

Number
String

The

achievement

external system's unique reference number of customer event

's amount

Tip

Available from CRM.COM

R15

R10.

0

1.0

performed


authorized_by_

unit

access_token_identifier

(

mandatory

optional)

Unit
Access Token Identifier

The

unit that initiated the customer event

access token that was used to identify and authorized the customer. This information will be overridden if the customer was identified via an access token through this Web API call. The allowed

unit

access token identifier fields are the following:

Include Page
V4:

unit

access_token_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

The third party system that generates the customer event

access_token_identifier

Tip

Available from CRM.COM

R10

R15.0.0

Deprecated from CRM.COM R18.0.0

external_system_reference_number


promo_code

(optional)

String

The

external system's unique reference number of customer event

effective, not expired promo code that can be used on the customer event. The promo code is validated against its related promotion campaign's settings in order to be provided.

Tip

Available from CRM.COM

R10

R15.

1

0.0


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

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

Tip

Available from CRM.COM R10.0.0


Restrictions

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

...

Expand
titleExample 1

HTTP Method: POST

 


Request:

Body:

Code Block
languagejavascript
themeConfluence
languagejavascript
linenumberstrue
{
   "token":"{{token}}",
   "accounts_receivable_identifier":{"number":"162"},
   "classification_identifier":{"name":"Achievement"},
   "performed_by_unit_identifier":{"name":"Admin Unit"},
   "performed_on":"2016-06-28T15:49:59",
   "description":"Testing creation of Achievement Customer Event",
   "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
languagejavascript
themeConfluence
languagejavascript
linenumberstrue
 {
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "udf_float_1": 10,
    "udf_float_2": 20,
    "udf_float_3": 30,
    "udf_float_4": 40,
    "number": "42",
    "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": "Mercer",
        "middle_name": "111111111",
        "life_cycle_state": "FINANCIAL",
        "company_profile": null,
        "title": "Mr",
        "first_name": "Ben11 omonoia",
        "type": "PERSON",
        "id": "475904FB959FE8D3DDAEB22FBFEC5FFB",
        "name": "Mercer Ben11 omonoia",
        "company_name": null,
        "demographics": {
          "gender": "MALE",
          "passport_issued_by_country": {
            "three_character_code": "AND",
            "two_character_code": "AD",
            "id": "132",
            "name": "ANDORRA",
            "alternative_code": null
          },
          "social_security_number": null,
          "passport_number": null,
          "industry_sector": null,
          "country_of_residence": {
            "three_character_code": "USA",
            "two_character_code": "US",
            "id": "127",
            "name": "UNITED STATES",
            "alternative_code": null
          },
          "name_day": {
            "month": 6,
            "day": 14
          },
          "date_of_birth": {
            "month": 11,
            "day": 9,
            "year": 1963
          },
          "id_number": "1212125",
          "industry": {
            "id": "31BC2070C79EAE5455BFAD41599C5190",
            "name": "Marketing1",
            "code": "MK"
          },
          "id_issued_by_country": {
            "three_character_code": "DZA",
            "two_character_code": "DZ",
            "id": "130",
            "name": "ALGERIA",
            "alternative_code": null
          }
        }
      },
      "life_cycle_state": "ACTIVE",
      "number": "162",
      "id": "3C66BD54CCDB6BC1096C23F6D8899752",
      "name": "Ben Mercer 1"
    },
    "id": "C32E7BAAAF0E4E21A5884D6DB80BD3AE",
    "award_reward_transactions_set": null,
    "classification": {
      "id": "5116DBDCD681442F818FA6D48EC31EE2",
      "name": "Achievement",
      "alternative_code": "A"
    },
    "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",
    "performed_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"
    },
    "process_immediately": 0,
    "log_information": {
      "updated_date": "2016-06-28T18:15:06",
      "created_date": "2016-06-28T18:15:06",
      "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": "Marios Lannister",
        "username": "MPAdministrator",
        "id": "1"
      },
      "updated_by_user": {
        "person_name": "Marios Lannister",
        "username": "MPAdministrator",
        "id": "1"
      }
    },
    "life_cycle_state": "POSTED",
    "type": "ACHIEVEMENT",
    "description": "Testing creation of Achievement Customer Event",
    "performed_on": "2016-06-28T15:49:59"
  }
}


...

Expand
titleExample 2

HTTP Method: POST

 


Request:

Body:

Code Block
languagejavascript
themeConfluencelanguagejavascript
linenumberstrue
{
	"token":"{{token}}",
	"accounts_receivable_identifier":{"number":"ACR000330"},
	"classification_identifier":{"name":"5 Stars Sales Person Achievement"},
	"performed_by_unit_identifier":{"name":"Sales Department 1"},
	"performed_on":"2014-05-05T15:49:59",
	"description":"RW TC 14",
	"process_immediately":0,
	"fields_set":"accounts_receivable,number,id,description,performed_by_unit,classification"
}


Response:

Code Block
languagejavascript
themeConfluencelanguagejavascript
linenumberstrue
{
                    },
                    "name_day": {
                        "month": null,
                        "day": null
                    },
                    "date_of_birth": {
                        "month": 11,
                        "day": 28,
                        "year": 1950
                    },
                    "id_number": "142536",
                    "industry": null,
                    "id_issued_by_country": null
                }
            },
            "life_cycle_state": "ACTIVE",
            "number": "ACR000330",
            "id": "FB39F10F00B7D0ED2B686051B41779B6",
            "name": "May Jones Reward"
        },
        "classification": {
            "id": "0647739C25A085184703A6F0047808B6",
            "name": "5 Stars Sales Person Achievement",
            "alternative_code": "5SSPA"
        },
        "number": "40",
        "id": "DF9D9880717A4A5BAE52DFC60E1E8C63",
        "description": "RW TC 14",
        "performed_by_unit": {
            "community_name": "Internal Community",
            "id": "A01DEAA885B5B0F14769F983A2F6A16E",
            "name": "Sales Department 1",
            "group_name": "Sales Manager Group",
            "description": null,
            "alternative_code": "SD1"
        }
    }
}


...