- Created by p_demou, last modified by George Rossides (Unlicensed) on Jan 25, 2018
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Available from CRM.COM R14.0.0
This method transfers money from an active wallet to its related accounts receivable, if there is enough money.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
wallet_identifier | Wallet identifier | The identifier of the wallet from which the money will be transferred. The allowed wallets identifier fields are the following:
| ||||||||||||
accounts_receivable_identifier (optional) | Accounts Receivable Identifier | The identifier of the accounts receivable to which the money will be transferred. If not specified then the wallet amount will be transferred to the accounts receivable that owns the wallet. The allowed accounts receivable identifier fields are the following:
Available from CRM.COM R14.1.0 | ||||||||||||
amount (mandatory) | Float | The amount that will be transferred from the active wallet to its related accounts receivable | ||||||||||||
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
Name | Type | Description |
---|---|---|
wallet_balance | Number | The balance of the wallet after the transfer |
accounts_receivable_balance | Number | The balance of the account after the transfer |
Wallet Transaction object | The wallet transaction that was created during the transfer | |
credit_note | Credit Note object | The credit note that was created during the transfer |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet transaction |
number | String | The number of the retrieved wallet transaction |
amount | Number | The total amount of the wallet transaction in wallet's currency |
alternative_amount | Number | The total amount of the wallet transaction in the wallet's alternative currency Available from CRM.COM R14.2.0 |
extra_added_amount | Number | An extra added amount that will only affect the wallet balance on crediting the wallet. |
extra_added_alternative_amount | Number | An extra added amount in the alternative currency that will only affect the wallet balance on crediting the wallet. Available from CRM.COM R14.2.0 |
life_cycle_state | String | The life cycle state of the retrieved wallet transaction. Supported values are EFFECTIVE and VOIDED |
caused_by_entity | String | The name of the entity that caused the creation of the wallet transaction. The supported values are the following:
Available from CRM.COM R10.1.0 |
caused_by_entity_id | String | The id of the entity that caused the creation of the wallet transaction. Available from CRM.COM R10.1.0 |
type | Wallet Transaction Type Object | The type of the retrieved wallet transaction |
wallet | Wallet Object | The wallet related with the retrieved wallet transaction |
initiated_currency | Currency Object | The currency in which the wallet transaction was initiated in Available from CRM.COM R14.2.0 |
currency_rate_period | Currency Rate Period | The currency rate period of the wallet transaction Available from CRM.COM R10.1.0 |
log_information | Log Information Object | The log information of the retrieved wallet transaction |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved wallet transaction type |
name | String | The Name of the retrieved wallet transaction type |
alternative_code | String | The Alternative Code of the retrieved wallet transaction type |
classification | String | The Classification of the retrieved wallet transaction type. The supported classifications are CREDIT, DEBIT, REIMBURSE, VOID, TRANSFER TRANSFER classification available from CRM.COM R9.0.0 |
description | String | The Description of the retrieved wallet transaction type |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
accounts_receivable | Accounts Receivable Object | The account receivable related with the retrieved wallet |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved credit note |
number | String | The number of the retrieved credit note |
reference_number | String | The reference number of the retrieved credit note |
life_cycle_state | String | The life cycle state of the credit note. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED |
issued_on | Date | The date that the credit note was issued |
posted_on | Date | The date that the credit note was posted |
total_amount | Number | The total amount of the credit note |
currency_rate_period | Currency Rate Period object | The currency rate period based on which the credit note's amounts were calculated Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "wallet_identifier":{"number":"W0000000576"}, "amount":20 }
Response:
{ "data": { "credit_note": { "posted_on": "2017-09-05T14:24:46", "number": "433", "total_amount": 20, "issued_on": "2017-09-05T14:24:46", "currency_rate_period": null, "id": "36ADA3EFA8074E1680214C25555F4DDF", "life_cycle_state": "POSTED", "reference_number": "608" }, "wallet_balance": 851, "wallet_transaction": { "number": "67606", "amount": 20, "wallet": { "number": "W0000000576", "accounts_receivable": { "number": "ACR0000000334", "name": "ACR0000000334 Marina Antoniadou", "id": "0BBD8595621F43E58327A7DBB19EF2D9", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": null, "last_name": "Antoniadou", "id": "BC7F051E0EF54BB1A7BD138BE3FA4704", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Marina", "demographics": { "name_day": { "month": null, "day": null }, "id_number": "369874", "gender": "FEMALE", "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "passport_issued_by_country": null } } }, "id": "E551DAE770A549DF94085FB33C50EC53", "life_cycle_state": "EFFECTIVE" }, "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": "2017-09-05T14:24:46", "updated_date": "2017-09-05T14:24:46", "updated_by_user": { "person_name": "CRM COM", "id": "1", "username": "MPAdministrator" }, "created_by_user": { "person_name": "CRM COM", "id": "1", "username": "MPAdministrator" } }, "caused_by_entity": null, "currency_rate_period": null, "id": "CEBBBD92551D4A74ACC02688832C86C2", "life_cycle_state": "EFFECTIVE", "extra_added_amount": null, "type": { "alternative_code": "WI", "name": "Wallet Invoice", "description": null, "id": "45522EB7F330448EB7B392318B1EC4B7", "classification": "DEBIT" }, "caused_by_entity_id": null }, "accounts_receivable_balance": 10270.19 }, "status": { "code": "OK", "description": "", "message": "" } }
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