This method returns information related with accounts receivable. Multiple accounts receivables are returned by each call
Resource URL
Parameters
Name | Type | Description | |||||||||||||||||||||
token | String | The token retrieved from the login method | |||||||||||||||||||||
| subscription_identifier (semi-optional) | Subscriptions identifier | The identifier of the subscription related with the accounts that will be returned as results. The allowed subscription identifier fields are the following:
| |||||||||||||||||||||
| contact_information_identifier (semi-optional) | Contact information identifier | The identifier of the contact information related with the accounts that will be returned as results. The allowed contact information identifier fields are the following:
| |||||||||||||||||||||
| payment_preference_identifier (semi-optional) | Payment preference identifier | The identifier of the payment preference related with the accounts that will be returned as results. The allowed payment preference identifier fields are the following:
| |||||||||||||||||||||
| presentment_preference_identifier (semi-optional) | Presentment preference identifier | The identifier of the presentment preference related with the accounts that will be returned as results. The allowed presentment preference identifier fields are the following:
| |||||||||||||||||||||
wallet_identifier (semi-optional) | Wallet identifier | The identifier of the wallet elated with the accounts that should be returned as a result. The allowed wallet identifier fields are the following:
| |||||||||||||||||||||
email_address (semi-optional) | String | The email address of the contact information owning the accounts that should be returned as a result. Available from CRM.COM R13.0.0 | |||||||||||||||||||||
phone_number (semi-optional) | String | The phone number of the contact information owning the accounts that should be returned as a result. Available from CRM.COM R13.0.0 | |||||||||||||||||||||
owned_by_group_identifier (semi-optional) | Organisational Group Identifier | The identifier of the organisational group related with the accounts that will be returned as results. The allowed contact information identifier fields are the following:
Available from CRM.COM R14.15.0 | |||||||||||||||||||||
number_of_results (optional) | Number | The number of results that can be retrieved through each call Available from CRM.COM R13.0.0 | |||||||||||||||||||||
offset (optional) | Number | Defines the number of entities that should be skipped from the results. If it is set to 0 then none results should be skipped, otherwise the results will begin from the provided offset number Available from CRM.COM R13.0.0 | |||||||||||||||||||||
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 |
|---|---|---|
id | String | The ID of the retrieved accounts receivable |
| type | String | The type of the retrieved accounts receivable which can be CUSTOMER or SYSTEM or ORGANISATIONAL ORGANISATIONAL type is available from CRM.COM R15.0.0 |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
| description | String | The description of the retrieved accounts receivable |
| notes | String | The notes of the retrieved accounts receivable |
balance | Float | The aggregated amount of posted debits and credits allocated against the accounts receivable, as of a specific date. This information is calculated dynamically |
| opening_balance | Float | The opening balance of the accounts receivable for the latest and still open Accounting Period. This information is calculated during the latest Accounting Period Closing process. |
| opening_balance_date | Date | The date on which the opening balance of the accounts receivable was last calculated by an Accounting Period Closing process. |
outstanding_amount | Float | The total outstanding amount which is owned by the customer, as of a specific date, which is the aggregated amount of posted debits which are not paid and are past their due date. This information is calculated dynamically |
| credit_limit_status | String | Determines if the outstanding amount of the specific accounts receivable has exceeded the allowed credit limit. The supported values are NOT_EXCEEDED or EXCEEDED |
| credit_limit | Number | Is the maximum amount of credit that can be provided to the specific accounts receivable,or in other words the maximum balance that the accounts receivable can ever reach. |
| credit_period | Number | Credit period is the length of time for which a customer is allowed to settle any given debit |
life_cycle_state | String | The life cycle state of the retrieved accounts receivable which can be ACTIVE, SUSPENDED or TERMINATED |
primary_account | Boolean | Indicates if the accounts receivable is the primary accounts receivable for the specified customer or not |
| partner_account | Boolean | Indicates if the accounts receivable is owned by a partner group or a partner unit, i.e. is a partner account |
| parent_account | Boolean | Indicates if the accounts receivable is a parent account in a group accounts |
| is_tax_exempt | Boolean | Indicates if the account owner is tax exempt or not Available from CRM.COM R17.0.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Contact Information object | The contact information related with the specified accounts receivable | |
Classification object | The classification of the retrieved accounts receivable | |
Credit Rating object | The credit rating of the retrieved accounts receivable | |
| credit_period | Credit Period object | The credit period of the retrieved accounts receivable |
Address object | The billing address of the retrieved accounts receivable | |
| currency | Currency object | The accounts receivable's currency |
| parent_account | Accounts Receivable Object | The parent accounts receivable. Applicable only if the retrieved Accounts Receivable is a member in a group of accounts. |
| accounting_period | Accounting Period Object | The latest Accounting Period for which the accounts receivable's opening balance was calculated for. |
| owned_by_group | Group Object | The group that is owning the accounts receivable Deprecated from CRM.COM R18.0.0 (replaced with owned_by_business_unit) |
| owned_by_business_unit | Business Unit Object | The business unit that is owning the accounts receivable Available from CRM.COM R18.0.0 |
| privacy_level | Privacy Level Object | The accounts receivable privacy level Deprecated from CRM.COM R18.0.0 |
| usage_allowance_limits | Usage Allowance Limits Object | The accounts receivable Usage Allowance Limits Available from CRM.COM R13.0.0 Deprecated from CRM.COM R17.0.0 |
Log Information Object | The log information related to the retrieved accounts receivable | |
| account_manager | Users Object | The account manager of the retrieved accounts receivable Applicable only if the retrieved account is owned by a COMPANY |
| pricing_agreement | Pricing Agreement Object | The pricing agreement of the retrieved accounts receivable Applicable only for an Accounts Receivable that is owned by a Company and a Price Plan and/or Usage Service Catalog was agreed as part of a special pricing agreement Available from CRM.COM R14.0.0 From CRM.COM R15.0.0, pricing_agreement is available for all CUSTOMER and ORGANISATIONAL accounts, for both persons and companies |
| recurring_payments_preferences | Recurring Payments Preferences Object | The recurring payments preferences associated with the accounts receivable |
| membership_information | Account Membership Information Object | The accounts receivable membership information in terms of funding scope and the services funded by the parent account. Applicable only if the retrieved accounts receivable is a member account of a group. |
| rewards | Rewards Object | The rewards information of the accounts receivable Available from CRM.COM R17.0.0 |
Set of Accounts Receivable Presentment Preferences Objects | The presentment preferences of the retrieved accounts receivable | |
Set of Accounts Receivable Payment Preferences Objects | The payment preferences of the retrieved accounts receivable | |
| access_tokens_set | Set of Access Token objects | The access tokens associated with the accounts receivable |
| member_accounts | Set of Accounts Receivable Objects | The member accounts of the retrieved accounts receivable. Applicable only if the retrieved account is a Parent Account. |
| usage_allowance_organisational_units | Set of Usage Organisational Conditions Objects | The usage organisational conditions (communities, groups, units) that services can be used at |
Referred Objects Response Data
Examples
HTTP Method: GET
Request:
Response:
{
"status": {
"message": "",
"description": "",
"code": "OK"
},
"data": [
{
"notes": null,
"udf_float_1": null,
"credit_period": 0,
"udf_float_2": null,
"udf_float_3": null,
"number": "ACR000929",
"udf_float_4": null,
"udf_string_1": null,
"name": "ACR000929",
"udf_string_2": null,
"udf_string_3": null,
"contact_information": {
"last_name": "Tz",
"middle_name": null,
"life_cycle_state": "FINANCIAL",
"company_profile": null,
"title": null,
"first_name": "Ek",
"type": "PERSON",
"id": "15D4F07E221E44088CDE00A96DB1A250",
"name": "Tz Ek",
"company_name": null,
"demographics": {
"gender": null,
"passport_issued_by_country": null,
"social_security_number": null,
"passport_number": "18181818",
"industry_sector": null,
"country_of_residence": {
"three_character_code": "CYP",
"two_character_code": "CY",
"id": "181",
"name": "CYPRUS",
"alternative_code": null
},
"name_day": {
"month": null,
"day": null
},
"date_of_birth": {
"month": null,
"day": null,
"year": null
},
"id_number": null,
"industry": null,
"id_issued_by_country": null
}
},
"privacy_level": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_6": null,
"udf_string_7": null,
"udf_string_8": null,
"id": "0DA7BAB9909E49828BB84079AA588AF8",
"credit_period_operator": "PLUS",
"balance": 1245.31,
"outstanding_amount": 1245.31,
"payment_preferences_set": [],
"credit_rating": {
"name": "key_ba_-_subject_to_substantial_credit_risk",
"code": "BA"
},
"classification": {
"id": "DD764F3EB0334FC857F8BE5DD4CB41E1",
"name": "VIP Customer",
"alternative_code": "VC"
},
"udf_date_1": null,
"udf_date_2": null,
"udf_date_3": null,
"udf_date_4": null,
"accounting_period": {
"closed_date": null,
"to_date": "2016-05-31 00:00:00.0",
"from_date": "2016-05-01 00:00:00.0",
"life_cycle_state": "OPEN",
"number": "052016",
"name": "May 2016"
},
"primary_account": true,
"billing_address": {
"udf_string_10": null,
"street_number": "435",
"care_of": null,
"udf_string_11": null,
"udf_float_1": null,
"street_name": "kassa",
"udf_string_12": null,
"udf_float_2": null,
"udf_string_13": null,
"udf_float_3": null,
"udf_string_14": null,
"udf_float_4": null,
"udf_string_15": null,
"udf_string_16": null,
"po_box": null,
"udf_string_1": null,
"floor": null,
"udf_string_2": null,
"area": "Aglantzia",
"udf_string_3": null,
"district": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_6": null,
"udf_string_7": null,
"state": "Active",
"udf_string_8": null,
"udf_string_9": null,
"country": {
"three_character_code": "CMR",
"two_character_code": "CM",
"id": "164",
"name": "CAMEROON",
"alternative_code": null
},
"id": "CAB5EC4F32DB4C2F87C93BF0972024FD",
"postal_code": "1212",
"udf_date_1": null,
"udf_date_2": null,
"udf_date_3": null,
"udf_date_4": null,
"po_box_postal_code": null,
"apartment_number": null,
"town_city": "Nicosia",
"type": "BUSINESS",
"municipality": null
},
"log_information": {
"updated_date": "2016-04-12T17:22:50",
"created_date": "2015-12-30T10:43:17",
"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": "MPAdministrator",
"username": "MPAdministrator",
"id": "1",
"email": "sakkascy1986@hotmail.com"
}
},
"owned_by_group": {
"community_name": "Internal Community",
"id": "84F33366CB592BAAE7E2044D93611C6A",
"name": "Main Group",
"description": "Main Group",
"alternative_code": "MG1"
},
"life_cycle_state": "ACTIVE",
"opening_balance": 20,
"credit_limit": 300,
"presentment_preferences_set": [],
"opening_balance_date": "2016-05-17 10:17:30.0",
"access_tokens_set": [],
"type": "CUSTOMER",
"description": null,
"credit_limit_status": "EXCEEDED"
}
]
}
HTTP Method: GET
Request:
Response:
{
"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": "2016-02-19T14:24:40",
"updated_date": "2016-04-11T12:26:55",
"updated_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "Ekaterini Tzirtzipi",
"id": "708FB289CCAA4DA3B5CCD186E023CF0C",
"email": null,
"username": "etzirtzipi"
}
},
"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": "Ekaterini Tzirtzipi",
"last_name": "Tzirtzipi",
"id": "3236797A43C746F8AD9F4A91A4035735",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Ekaterini",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": "343434",
"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": {
"apartment_number": null,
"care_of": null,
"country": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"municipality": null,
"type": "BUSINESS",
"udf_date_2": null,
"udf_date_1": null,
"street_name": "Lidras",
"udf_date_4": null,
"udf_date_3": null,
"udf_float_3": null,
"udf_float_4": null,
"po_box_postal_code": null,
"udf_string_15": null,
"udf_string_16": null,
"udf_string_13": null,
"udf_string_14": null,
"udf_string_11": null,
"udf_string_12": null,
"id": "79E72F8D36CA49C1999F090561AE0020",
"state": "Active",
"udf_string_10": null,
"floor": null,
"udf_float_1": null,
"udf_float_2": null,
"area": null,
"udf_string_2": null,
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_1": null,
"po_box": null,
"town_city": null,
"district": null,
"street_number": null,
"postal_code": null,
"udf_string_6": null,
"udf_string_7": null,
"udf_string_8": null,
"udf_string_9": null
},
"primary_account": true,
"type": "CUSTOMER",
"udf_date_2": null,
"udf_date_1": null,
"udf_date_4": null,
"udf_date_3": null,
"number": "ACR0000000050",
"udf_float_3": null,
"udf_float_4": null,
"balance": -38.15,
"credit_period_operator": "PLUS",
"credit_limit": null,
"credit_period": 2,
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "1B61E3A9DB864363A1502829952DF3CD",
"opening_balance": null,
"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": null,
"presentment_preferences_set": [],
"udf_string_1": null,
"life_cycle_state": "ACTIVE",
"classification": {
"alternative_code": "RC",
"name": "Residential Customer",
"id": "622533B94C749EE89D1933FD4D1FFFF7"
},
"credit_limit_status": "NOT_EXCEEDED",
"credit_rating": {
"code": "AAA",
"name": "key_aaa_-_subject_to_minimal_credit_risk"
},
"name": "ACR0000000050 Ekaterini Tzirtzipi",
"outstanding_amount": 0,
"udf_string_6": null,
"udf_string_7": null,
"accounting_period": null,
"access_tokens_set": [],
"udf_string_8": 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": "2016-03-24T08:27:09",
"updated_date": "2016-03-24T08:29:06",
"updated_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"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": "Ekaterini Tzirtzipi",
"last_name": "Tzirtzipi",
"id": "3236797A43C746F8AD9F4A91A4035735",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Ekaterini",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": "343434",
"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": {
"apartment_number": null,
"care_of": null,
"country": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"municipality": null,
"type": "BUSINESS",
"udf_date_2": null,
"udf_date_1": null,
"street_name": "Lidras",
"udf_date_4": null,
"udf_date_3": null,
"udf_float_3": null,
"udf_float_4": null,
"po_box_postal_code": null,
"udf_string_15": null,
"udf_string_16": null,
"udf_string_13": null,
"udf_string_14": null,
"udf_string_11": null,
"udf_string_12": null,
"id": "79E72F8D36CA49C1999F090561AE0020",
"state": "Active",
"udf_string_10": null,
"floor": null,
"udf_float_1": null,
"udf_float_2": null,
"area": null,
"udf_string_2": null,
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_1": null,
"po_box": null,
"town_city": null,
"district": null,
"street_number": null,
"postal_code": null,
"udf_string_6": null,
"udf_string_7": null,
"udf_string_8": null,
"udf_string_9": null
},
"primary_account": false,
"type": "CUSTOMER",
"udf_date_2": null,
"udf_date_1": null,
"udf_date_4": null,
"udf_date_3": null,
"number": "ACR0000000145",
"udf_float_3": null,
"udf_float_4": null,
"balance": 0,
"credit_period_operator": "PLUS",
"credit_limit": null,
"credit_period": 2,
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "71B5891495F540BE9097F524CA594F7E",
"opening_balance": null,
"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": null,
"presentment_preferences_set": [
{
"phone": null,
"presentment_method": {
"alternative_code": "P",
"name": "Post",
"description": null,
"contact_information": {
"company_profile": null,
"company_name": null,
"name": "Template CRM.COM User",
"last_name": "CRM.COM User",
"id": "CRM1",
"life_cycle_state": null,
"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
},
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