Available from CRM.COM R9.0.0

GET invoices/configuration/types/list

This method returns the invoice types that are allowed to be used in the system. Multiple invoice types are returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

group_identifier

(optional)

Group Identifier

The identifier of the group that will be providing the invoice type. The group is filtered against the invoice types' allowed organisational units. The allowed group identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of the group

unit_identifier

(optional)

Unit Identifier

The identifier of the unit that will be providing the invoice type. The unit is filtered against the invoice types' allowed organisational units. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of the Unit

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

Response Data

Name	Type	Description
id	String	The ID of the retrieved financial transaction type
name	String	The name of the retrieved financial transaction type
alternative_code	String	The alternative code of the retrieved financial transaction type
description	String	A description of the retrieved financial transaction type
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
log_information	Log Information Object	The log information of the retrieved financial transaction type

Referred Objects Response Data

log_information object response data

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
created_by_unit	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
created_by_business_unit	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
created_by_user	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
updated_by_unit	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
updated_by_business_unit	Unit Object	The last unit that updated the retrieved record Available from CRM.COM R18.0.0
updated_by_user	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

unit object 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

business unit object response data

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

user object response data

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
email	String	The email of the retrieved user

Examples

Example 1

HTTP Method: GET

Request:

Response:

GET invoices/configuration/categories/list

This method returns the invoice categories that are allowed to be used by invoices of a specific type. Multiple invoice categories are returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

invoice_type_identifier

(mandatory)

Financial Transaction Type Identifier

The identifier of the type of the invoice that will be using the categories. The categories are filtered against the allowed categories of the specified type. The allowed financial transaction type identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

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

Response Data

Name	Type	Description
id	String	The id of the retrieved category
name	String	The name of the retrieved category
code	String	The code of the retrieved category
description	String	The description of the retrieved category
parent_id	String	The id of the retrieved category's parent category

Examples

Example 1

HTTP Method: GET

Request:

Response:

GET invoices/configuration/rejection_reasons/list

This method returns the rejection reasons that can be used while rejecting a draft invoice, as defined through the active financial transactions definition. Multiple rejection reasons are returned by each call

Resource URL

Parameters

Name	Type	Description
token	String	The token retrieved from the login method
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

Response Data

Name	Type	Description
default	Boolean	Determines if the rejection reason is the default rejection reason or not
rejection_reason	Rejection Reason Object	The supported rejection reason

Referred Objects Response Data

rejection_reason response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction rejection reason
name	String	The Name of the retrieved financial transaction rejection reason
alternative_code	String	The Alternative code of the retrieved financial transaction rejection reason
description	String	The Description of the retrieved financial transaction rejection reason

Examples

Example 1

HTTP Method: GET

Request:

Response: