POST customer_events/financial_statements/create

Available from CRM.COM R11.0.0

This method is used to create a financial statement 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

(mandatory)

Accounts receivable Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

access_token_identifier

(semi-optional)

Access Token Identifier

The identifier of the access token which is related with the accounts receivable. Only effective access tokens can be used to identify an accounts receivable. The allowed access token identifier fields are the following

Name	Type	Description
authentication_code (semi-optional)	String	The authentication code of the access token
identifier (semi-optional)	String	The identifier of the access token. If the identifier is specified then it will be validated against the specified pass code
pass_code (mandatory on conditions)	String	The pass code of the access token, which is applicable and mandatory if the identifier is specified
one_time_password (semi-optional)	Integer	The one-time password (OTP) of the access token Available from CRM.COM R13.0.0

Available from CRM.COM R8.0.0

Deprecated from CRM.COM R18.0.0

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:

Name

Type

Description

id

(semi-optional)

String

The ID of the rewards participant

number

(semi-optional)

String

The number of the rewards participant

access_token_identifier

(semi-optional)

Access Token Identifier

The identifier of the access token which is related with the rewards participant. Only effective access tokens can be used to identify a rewards participant. The allowed access token identifier fields are the following:

Name	Type	Description
authentication_code (semi-optional)	String	The authentication code of the access token
identifier (semi-optional)	String	The identifier of the access token. If the identifier is specified then it will be validated against the specified pass code
pass_code (mandatory on conditions)	String	The pass code of the access token, which is applicable and mandatory if the identifier is specified
one_time_password (semi-optional)	Integer	The one-time password (OTP) of the access token Available from CRM.COM R13.0.0

Deprecated from CRM.COM R17.0.0

classification_identifier

(mandatory)

Customer Event Classification Identifier

The classification of the customer event. Only financial statement classifications are allowed to be specified. The allowed customer event classification identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the customer event classification

name

(semi-optional)

String

The name of the customer event classification

alternative_code

(semi-optional)

String

The alternative code of the customer event classification

performed_by_business_unit_identifier

(semi-optional)

Business Unit Identifier

The business unit that initiated the customer event. The allowed identifier fields are the following

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Available from CRM.COM R18.0.0

performed_by_unit_identifier

(semi-optional)

Unit Identifier

The unit that initiated the customer event. The allowed 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

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

performed_by_tap_identifier

(semi-optional)

Transaction Acquiring Point Identifier

The unit's transaction acquiring point that initiated the customer event. The allowed identifier fields are the following

Name

Type

Description

id

(semi-optional)

String

The ID of the transaction acquiring point

name

(semi-optional)

String

The name of the transaction acquiring point

code

(semi-optional)

String

The code of the transaction acquiring point

Available from CRM.COM R17.0.0

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)

Date

The date that the customer event was actually performed

description

(optional)

String

A description of the customer event

external_system

(optional)

String

Defines the third party system that generated the customer event

external_system_reference_number

(optional)

String

Defines the unique reference number of the customer event in the external system

authorized_by_access_token_identifier

(optional)

Access Token Identifier

The 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 access token identifier fields are the following:

Name

Type

Description

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

String

The identifier of the access token. If the identifier is specified then it will be validated against the specified pass code

pass_code

(mandatory on conditions)

String

The pass code of the access token, which is applicable and mandatory if the identifier is specified

Available from CRM.COM R15.0.0

Deprecated from CRM.COM R18.0.0

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

period

(mandatory)

Financial Statement Period Object

The period which is measured by the financial statement customer event

measured_key_performance_indicators_set

(mandatory)

Set of Measured Key Performance Indicator Objects

The set of key performance indicators that will be measured by the financial statement customer event

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

Referred Parameter Objects

financial statement period parameter object data

Name

Type

Description

month

(mandatory)

Integer

The month of the retrieved period

year

(mandatory)

Integer

The year of the retrieved period

measured key performance indicator parameter object data

Name

Type

Description

key_performance_indicator_identifier

(mandatory)

Key Performance Indicator identifier

The key performance indicator that will be measured. The allowed key performance indicator identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the customer event key performance indicator

name

(semi-optional)

String

The name of the customer event key performance indicator

alternative_code

(semi-optional)

String

The alternative code of the customer event key performance indicator

value

(mandatory)

Number

The value of the measured key performance indicator

product_identifier

(optional)

Products identifier

The product that will be measured by the key performance indicator. The allowed product identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the product

code

(semi-optional)

String

The code of the product

alternative_code

(semi-optional)

String

The alternative code of the product

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 financial statement customer event
number	String	The number of the retrieved financial statement customer event
type	String	The type of the retrieved financial statement customer event which in this case is set to FINANCIAL_STATEMENT
life_cycle_state	String	The life cycle state of the customer event which can be POSTED or CANCELLED
performed_on	Date	The date that the customer event was actually performed
description	String	A description of the customer event
process_immediately	Boolean	Defines if the customer event was processed immediately by various business processes or not Deprecated from CRM.COM R15.0.0
external_system	String	Defines the third party system that generated the customer event
external_system_reference_number	String	Defines the unique reference number of the customer event in the external system
total_awarded_amount	Number	The total amount that was awarded for that purchase customer event in system currency Available from CRM.COM R13.1.0
total_awarded_alternative_amount	Number	The total amount that was awarded for the customer event in the alternative currency. Available from CRM.COM R14.2.0
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
classification	Customer Event Classification Object	The classification of the customer event
accounts_receivable	Accounts receivable Object	The related accounts receivable
period	Financial Statement Period Object	The period which was measured by the retrieved financial statement customer event
performed_by_unit	Unit Object	The unit that initiated the customer event Deprecated from CRM.COM R18.0.0
performed_by_business_unit	Business Unit Object	The business unit that initiated the customer event Available from CRM.COM R18.0.0
performed_by_tap	Transaction Acquiring Point Object	The transaction acquiring point that initiated the customer event Available from CRM.COM R17.0.0
authorized_by_access_token	Access Token Object	The access token that was used to identify and authorize the customer Available from CRM.COM R15.0.0 Deprecated from CRM.COM R18.0.0
log_information	Log Information Object	The log information related with the retrieved customer event
award_reward_transactions_set	Set of Award Reward Transaction Object	The award reward transactions that were created as a result of the financial statement customer event
measured_key_performance_indicators_set	Set of Measured Key Performance Indicators Objects	The set of key performance indicators that were measured by the retrieved financial statement customer event

Referred Objects Response Data

customer event classification object response data

Name	Type	Description
id	String	The id of the retrieved customer event classification
name	String	The name of the retrieved customer event classification
alternative_code	String	The alternative code of the retrieved customer event classification

accounts_receivable object 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

contact_information object 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	Demographics Object	The demographics information of the retrieved contact information
company_profile	Company profile object	The company profile of the retrieve contact information

Referred Objects Response Data

demographics object 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	Date of Birth Object	The date of birth of the retrieved contact information
name_day	Name Day Object	The name day of the retrieved contact information
country_of_residence	Country Object	The country of residence of the retrieved contact information
id_issued_by_country	Country Object	The ID issued country of retrieved contact information
passport_issued_by_country	Country Object	The passport issued country of retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

date_of_birth object 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_day object response data

Name	Type	Description
day	Integer	The day of the retrieved name day
month	Integer	The month of the retrieved name day

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

company profile object response data

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
registered_in_country	Country Object	The country of residence of the retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

financial statement period object response data

Name	Type	Description
month	Integer	The month of the retrieved period
year	Integer	The year of the retrieved period

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

transaction acquiring point object response data

Name	Type	Description
id	String	The ID of the retrieved transaction acquiring point
name	String	The name of the retrieved transaction acquiring point
code	String	The code of the retrieved transaction acquiring point
description	String	The description of the retrieved transaction acquiring point
business_unit_name	String	The name of the business unit that the retrieved transaction acquiring point belongs to Available from CRM.COM R18.0.0
unit_name	String	The name of the unit that the retrieved transaction acquiring point belongs to Deprecated from CRM.COM R18.0.0
group_name	String	The name of the group that the retrieved transaction acquiring point belongs to Deprecated from CRM.COM R18.0.0

access_token object response data

Name	Type	Description
id	String	The ID of the retrieved access token
number	String	The number of the retrieved access token
life_cycle_state	String	The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE
authentication_code	String	The authentication code of the retrieved access token
identifier	String	The identifier of the retrieved access token
card_masked_number	String	The masked number of the card as provided Applicable only when the authentication code is related with a credit card Available from CRM.COM R16.2.0
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
classification	Access Token Classification Object	The classification of the access token Available from CRM.COM R10.0.0

Referred Objects Response Data

access token classification object response data

Name	Type	Description
id	String	The id of the retrieved classification
name	String	The name of the retrieved classification
alternative_code	String	The alternative code of the retrieved classification

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

award reward transaction object response data

Name	Type	Description
id	String	The ID of the retrieved award reward transaction
number	String	The number of the retrieved award reward transaction
amount	Number	The amount that was awarded by the retrieved award reward transaction in rewards participant's currency
alternative_amount	Number	The amount that was awarded by the retrieved award reward transaction in rewards participant's alternative currency Available from CRM.COM R14.2.0
life_cycle_state	String	The life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED
contribution_percentage	Number	The rewards participating merchant's contribution percentage for the retrieved reward award transaction Available from CRM.COM R10.1.0
initiated_currency	Currency Object	The currency in which the reward award transaction was initially created in Available from CRM.COM R14.2.0
currency_rate_period	Currency Rate Period Object	The currency rate period of the Reward Award Transaction Available from CRM.COM R10.0.0
accounts_receivable	Accounts Receivable Object	The accounts receivable related with the retrieved award reward transaction Available from CRM.COM R17.0.0
rewards_participant	Reward Participant Object	The rewards participant related with the retrieved award reward transaction Deprecated from CRM.COM R17.0.0

Referred Objects Response Data

currency object 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

currency rate period object 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

currency object 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

accounts_receivable object 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

contact_information object 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	Demographics Object	The demographics information of the retrieved contact information
company_profile	Company profile object	The company profile of the retrieve contact information

Referred Objects Response Data

demographics object 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	Date of Birth Object	The date of birth of the retrieved contact information
name_day	Name Day Object	The name day of the retrieved contact information
country_of_residence	Country Object	The country of residence of the retrieved contact information
id_issued_by_country	Country Object	The ID issued country of retrieved contact information
passport_issued_by_country	Country Object	The passport issued country of retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

date_of_birth object 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_day object response data

Name	Type	Description
day	Integer	The day of the retrieved name day
month	Integer	The month of the retrieved name day

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

company profile object response data

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
registered_in_country	Country Object	The country of residence of the retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

rewards participant object response data

Name	Type	Description
id	String	The ID of the retrieved reward participant
number	String	The number of the retrieved reward participant
life_cycle_state	String	The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0
accounts_receivable	Accounts receivable object	The accounts receivable owned by the reward participant

Referred Objects Response Data

accounts_receivable object 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

contact_information object 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	Demographics Object	The demographics information of the retrieved contact information
company_profile	Company profile object	The company profile of the retrieve contact information

Referred Objects Response Data

demographics object 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	Date of Birth Object	The date of birth of the retrieved contact information
name_day	Name Day Object	The name day of the retrieved contact information
country_of_residence	Country Object	The country of residence of the retrieved contact information
id_issued_by_country	Country Object	The ID issued country of retrieved contact information
passport_issued_by_country	Country Object	The passport issued country of retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

date_of_birth object 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_day object response data

Name	Type	Description
day	Integer	The day of the retrieved name day
month	Integer	The month of the retrieved name day

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

company profile object response data

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
registered_in_country	Country Object	The country of residence of the retrieved contact information
industry	Industry Object	The industry of retrieved contact information
industry_sector	Industry sector Object	The sector of retrieved contact information

Referred Objects Response Data

country object 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

country_flag object 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

file object 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

industry object response data

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

industry sector object response data

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

measured key performance indicator object response data

Name	Type	Description
id	String	The ID of the retrieved measured key performance indicator
value	number	The value of the retrieved measured key performance indicator
key_performance_indicator	Key Performance Indicator Object	The key performance indicator that was measured by the retrieved measured key performance indicator
product	Product Object	The product that was measured by the retrieved measured key performance indicator

Referred Objects Response Data

key performance indicator object response data

Name	Type	Description
id	String	The id of the retrieved customer event key performance indicator
name	String	The name of the retrieved customer event key performance indicator
alternative_code	String	The alternative code of the retrieved customer event key performance indicator

product object response data

Name	Type	Description
Id	String	The ID of the product
code	String	The code of product
alternative_code	String	The alternative code of product
description	String	The description of product
priority_level	Integer	The priority level of the product Available from CRM.COM R12.3.0
global_rate	Global Rate Object	The global rate of the retrieved product Available from CRM.COM R15.0.0
product_type	Product type object	The type of the product

Referred Objects Response Data

product_type object data response

Name	Type	Description
Id	String	The ID of the retrieved product type
name	String	The Name of the retrieved product type
alternative_code	String	The Alternative Code of the retrieved product type
description	String	The Description of the retrieved product type
classification	String	The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_type	String	The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_type	String	The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_method	String	The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioning	Boolean	The flag shows if the retrieved product type is used for provisioning
udr_type	Usage Detail Record Type	The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_type	Meter Reading Type	The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0

Referred Objects Response Data

usage_detail_record_type object data response

Name	Type	Description
Id	String	The ID of the retrieved usage detail record type
name	String	The Name of the retrieved usage detail record type
alternative_code	String	The Alternative Code of the retrieved usage detail record type
description	String	The Description of the retrieved usage detail record type
unit_of_measurement	String	The Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

meter_reading_type object data response

Name	Type	Description
Id	String	The ID of the retrieved meter reading type
name	String	The Name of the retrieved meter reading type
alternative_code	String	The Alternative Code of the retrieved meter reading type
classification	String	The Classification of the retrieved meter reading type
description	String	The Description of the retrieved meter reading type
unit_of_measurement	String	The Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

global rate object response data

Name	Type	Description
id	String	The ID of the retrieved rate
rate_model	String	The price plan rate model which can be one of the following: QUANTITYBASED QUANTITYANDPERIODBASED BILLABLEPERIODBASED DURATIONBASED FLATFEEBASED USAGEBASED From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED
global_base_amount	Number	The base price of the product in the Global Price Plan
base_rate_applied_per	String	The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between Period Period_Item
uot	String	The 'UOT' applicable for the rate Seconds Minute Hour Day Week Month Year Available for one-time services
time_period	Time Period Object	The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.
uom	String	The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification

Referred Objects Response Data

period object response data

Name

Type

Description

time_period_value

Number

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

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

Examples

Example 1

HTTP Method: POST

Request:

Body:

 {
  "token":"{{token}}",
  "accounts_receivable_identifier":{"number":"ACR0000000375"},
  "classification_identifier":{"alternative_code":"FS"},
  "performed_by_unit_identifier":{"name":"Admin Unit"},
  "performed_on":"2016-10-07T15:00:00",
  "description":"Testing creation of financial statement customer event through API",
  "period":
   {
     "month":7,
     "year":2016
   },
  "measured_key_performance_indicators_set":
  [
        {
            "key_performance_indicator_identifier":{"alternative_code":"kpi_a"},
            "value":4,
            "product_identifier":{"alternative_code":"IK"}
        }
    ]
}

Response:

 {
  "data": {
    "external_system_reference_number": 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": "2016-10-19T14:46:22",
      "updated_date": "2016-10-19T14:46:22",
      "updated_by_user": {
        "person_name": "CRM COM",
        "id": "1",
        "username": "MPAdministrator"
      },
      "created_by_user": {
        "person_name": "CRM COM",
        "id": "1",
        "username": "MPAdministrator"
      }
    },
    "description": "Testing creation of financial statement customer event through API",
    "udf_date_2": null,
    "type": "FINANCIAL_STATEMENT",
    "udf_date_1": null,
    "udf_date_4": null,
    "udf_date_3": null,
    "number": "124",
    "udf_float_3": null,
    "udf_float_4": null,
    "award_reward_transactions_set": null,
    "id": "280672C641AF4FCAAA8B8FC8E84AA407",
    "udf_float_1": null,
    "udf_float_2": null,
    "measured_key_performance_indicators_set": [
      {
        "key_performance_indicator": {
          "alternative_code": "kpi_a",
          "name": "key performance indicator A",
          "id": "164DC042D50F462BB6B28E86AE2B6C8C"
        },
        "product": {
          "code": "Installation Kit",
          "product_type": {
            "service_type": null,
            "used_for_provisioning": true,
            "alternative_code": "IK",
            "composition_method": "FIXEDBUNDLE",
            "name": "Installation Kit",
            "description": "Provisioning Installation kit that can include traceable and non traceable products",
            "id": "380C41872DA048DEB1D57CF67D7550F6",
            "classification": "PHYSICALGOODS",
            "physical_good_type": "TRACEABLE"
          },
          "alternative_code": "IK",
          "description": "Installation Kit",
          "id": "D970FFF8F63F4A489108FB60A69657D1"
        },
        "id": "393FC96FD9604F5CA64767F21DCC3A0E",
        "value": 4
      }
    ],
    "udf_string_2": null,
    "udf_string_3": null,
    "udf_string_4": null,
    "period": {
      "month": 7,
      "year": 2016
    },
    "udf_string_5": null,
    "udf_string_1": null,
    "accounts_receivable": {
      "number": "ACR0000000375",
      "name": "Sevia92",
      "id": "04C5470CED9248B58FB7E126C9F1E9CB",
      "life_cycle_state": "ACTIVE",
      "account_owner": {
        "company_profile": null,
        "company_name": null,
        "name": "sevia kyriacou",
        "last_name": "kyriacou",
        "id": "ADBFCA4396394F638302E94C40B05A81",
        "life_cycle_state": "FINANCIAL",
        "middle_name": null,
        "title": null,
        "type": "PERSON",
        "first_name": "sevia",
        "demographics": {
          "name_day": {
            "month": null,
            "day": null
          },
          "id_number": null,
          "gender": "FEMALE",
          "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
        }
      }
    },
    "life_cycle_state": "POSTED",
    "performed_on": "2016-10-07T15:00:00",
    "classification": {
      "alternative_code": "FS",
      "name": "Financial Statement",
      "id": "DF940370AA0D4497AA33F1A89A842C62"
    },
    "process_immediately": false,
    "udf_string_6": null,
    "udf_string_7": null,
    "performed_by_unit": {
      "alternative_code": "adminunit",
      "group_name": "Main Group",
      "community_name": "Community",
      "name": "Admin Unit",
      "description": "admin unit",
      "id": "1"
    },
    "udf_string_8": null,
    "external_system": null
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}