Versions Compared

Old Version 6

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

Saved on

compared with

New Version Current

changes.mady.by.user Ekaterini Tzirtzipi

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Tip

Available from CRM.COM R13.1.0

Excerpt

This method adds Presentment Preferences to an Accounts Receivable. Multiple Accounts Receivable's Presentment Preferences can be added by each call. Only one Accounts Receivable is updated by each call

...

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 

(mandatoryoptional)

Set of Presentment Preferences Object            

The presentment preference preferences that will be added to the retrieved accounts receivable

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

...

Expand
titleExample 1

HTTP Method: POST

 

Request

Body:

Code Block
themeConfluence
languagejavascript
linenumberstrue
 {
  "token": "{{token}}",
 "accounts_receivable_identifier" : {
     "number" : "ACR0000001392"
    },
  "presentment_preferences_set":
    [
       {
           
           "presentment_preference_identifier":{"alternative_code":"E"},
           "state":"ACTIVE",
           "email":
           {
               "action":"EXISTING",
               "email":
            {
                    "type":"PERSONAL"
            }
           }
       },
        {
           
           "presentment_preference_identifier":{"alternative_code":"S"},
           "state":"ACTIVE",
           "phone":
           {
               "action":"EXISTINGUPDATED",
           "type":"MOBILE",
           "phone":{
                    "type":"FAX",
                    "number":"99047380"
            }
           }
       }
    ]
}

Response

Code Block
themeConfluence
languagejavascript
linenumberstrue
 {
    "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": [
            {
                "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": "2DEE492F1AC248D7A03B51853C3889F1",
                    "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
                }
            },
            {
                "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": "35799047380",
                    "number": "99047380",
                    "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"
            }
        ],
        "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": ""
    }
}