- Created by George Rossides, last modified by Joseph Ioannou on May 10, 2017
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Available from CRM.COM R11.0.0
GET customer_events/financial_statements/show
This method returns information related with a financial statement customer event. A single financial statement customer event is returned by each call
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
customer_event_identifier (mandatory) | Customer Event identifier | The identifier of the customer event that should be returned as a result. Only customer events of type financial statement can be specified. The allowed customer event identifier fields are the following:
| ||||||||||||
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 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 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
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 |
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 |
---|---|---|
month | Integer | The month of the retrieved period |
year | Integer | The year of the retrieved period |
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 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 |
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
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
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 |
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 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
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 |
---|---|---|
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 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
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 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
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 |
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
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
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
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 |
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
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 |
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:
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
|
uot | String | The 'UOT' applicable for the rate
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
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 |
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
HTTP Method: GET
Request:
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": "2016-10-19T11:45:05", "updated_date": "2016-10-19T11:45:36", "updated_by_user": { "person_name": "MPAdministrator", "id": "1", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "id": "1", "username": "MPAdministrator" } }, "description": null, "udf_date_2": null, "type": "FINANCIAL_STATEMENT", "udf_date_1": null, "udf_date_4": null, "udf_date_3": null, "number": "106", "udf_float_3": null, "udf_float_4": null, "award_reward_transactions_set": null, "id": "50918D17F3904955A6CBA517E3D7C761", "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": "Serendipity", "product_type": { "service_type": "USAGE", "used_for_provisioning": true, "alternative_code": "V", "composition_method": "FLAT", "name": "Usage Services", "description": "Used for VOD , PPV, TELEPHONE CALLS ETC", "id": "751C638AA3534B768408AAC4D73CF516", "classification": "SERVICES", "physical_good_type": null }, "alternative_code": "S_1", "description": "VOD: Serendipity ", "id": "BD3ACEE7D6244DCAA375D0744DA75540" }, "id": "999188CD5C2C45F4BC1F043521585BE2", "value": 5 }, { "key_performance_indicator": { "alternative_code": "kpi_a", "name": "key performance indicator A", "id": "164DC042D50F462BB6B28E86AE2B6C8C" }, "product": null, "id": "8EF3C51A8EF8458C857ADEFFC1451505", "value": 10 } ], "udf_string_2": null, "udf_string_3": null, "udf_string_4": null, "period": { "month": 1, "year": 2016 }, "udf_string_5": null, "udf_string_1": null, "accounts_receivable": { "number": "ACR0000000486", "name": "Polina N. Kestora", "id": "99E76A3A30854087B7C53C53B47EF868", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Polina Kestora", "last_name": "Kestora", "id": "F038161F36C845B98CEE7361A8C92157", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Polina", "demographics": { "name_day": { "month": 7, "day": 21 }, "id_number": "112233", "gender": null, "country_of_residence": { "alternative_code": "IRN", "three_character_code": null, "name": "IRAN (ISLAMIC REPUBLIC OF)", "id": "231", "two_character_code": null }, "date_of_birth": { "month": 3, "year": 1988, "day": 4 }, "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": "2016-10-19T11:45:05", "classification": { "alternative_code": "YS", "name": "Yearly Statement", "id": "89F8733926844E8DA559672054434F36" }, "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": "" } }
POST customer_events/financial_statements/list
This method returns information related with financial statements customer events. Multiple financial statements customer events are returned by each call
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
rewards_participant_identifier (semi-optional) | Rewards Participant Identifier | The identifier of the rewards participant related with the customer events that should be retrieved. The allowed rewards participant identifier fields are the following:
| ||||||||||||
accounts_receivable_identifier (semi-optional) | Accounts Receivable Identifier | The identifier of the accounts receivable related with the customer events that should be retrieved. The allowed accounts receivable identifier fields are the following:
| ||||||||||||
classification_identifier (semi-optional) | Customer Event Classification Identifier | The identifier of the classification related with the customer events that should be retrieved. Only financial statement classifications are allowed to be specified. The allowed customer event classification identifier fields are the following:
| ||||||||||||
submitted_after_date (optional) | Date | if specified then information related with financial statements customer events that was submitted after the specified date should be retrieved Available from CRM.COM R12.2.0 | ||||||||||||
submitted_before_date (optional) | Date | if specified then information related with financial statements customer events that was submitted before the specified date should be retrieved Available from CRM.COM R12.2.0 | ||||||||||||
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. Multiple parameters are 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 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
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 |
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 |
---|---|---|
month | Integer | The month of the retrieved period |
year | Integer | The year of the retrieved period |
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 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 |
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
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
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 |
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 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
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 |
---|---|---|
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 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
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 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
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 |
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
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
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
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 |
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
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 |
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:
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
|
uot | String | The 'UOT' applicable for the rate
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
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 |
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
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "accounts_receivable_identifier":{"number":"ACR0000000376"}, "classification_identifier":{"alternative_code":"FS"} }
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": "2016-10-13T15:20:30", "updated_date": "2016-10-13T15:21:19", "updated_by_user": { "person_name": "MPAdministrator", "id": "1", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "id": "1", "username": "MPAdministrator" } }, "description": null, "udf_date_2": null, "type": "FINANCIAL_STATEMENT", "udf_date_1": null, "udf_date_4": null, "udf_date_3": null, "number": "18", "udf_float_3": null, "udf_float_4": null, "award_reward_transactions_set": null, "id": "747370B6C3D5488ABD5D6C3BC0D23334", "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": "InstaKit", "alternative_code": "I", "description": "InstaKit", "id": "EF503D536E544E01BD770A85309E90A5" }, "id": "48EDC1FC802D48AC897A847DC8FA82C1", "value": 8 }, { "key_performance_indicator": { "alternative_code": "ETKPI", "name": "ET KPI", "id": "123456id" }, "product": { "code": "PK_SmartCard", "alternative_code": "P_8", "description": "PK_SmartCard", "id": "2ED97CB3DC0141C5B8316525B9D54AB7" }, "id": "7B47E2BE54D849969CC77E0B56A9AAE8", "value": 6 } ], "udf_string_2": null, "udf_string_3": null, "udf_string_4": null, "period": { "month": "May", "year": 2016 }, "udf_string_5": null, "udf_string_1": null, "accounts_receivable": { "number": "ACR0000000376", "name": "Sevia24", "id": "2D06EDAFDFD34C59876DB135FB7FE820", "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": "2016-10-13T15:20:30", "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": "" } }
POST customer_events/financial_statements/create
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 (semi-optional) | Accounts receivable Identifier | The related accounts receivable. The allowed accounts receivable identifier fields are the following:
| ||||||||||||
rewards_participant_identifier (semi-optional) | Rewards Participant Identifier | The related rewards participant. The allowed rewards participant identifier fields are the following:
| ||||||||||||
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:
| ||||||||||||
performed_by_unit_identifier (mandatory) | Unit Identifier | The unit that initiated the customer event. The allowed unit identifier fields are the following:
| ||||||||||||
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 | ||||||||||||
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 | ||||||||||||
(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
Name | Type | Description |
---|---|---|
month (mandatory) | Integer | The month of the retrieved period |
year (mandatory) | Integer | The year of the retrieved period |
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:
| ||||||||||||
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:
|
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 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
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 |
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 |
---|---|---|
month | Integer | The month of the retrieved period |
year | Integer | The year of the retrieved period |
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 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 |
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
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
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 |
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 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
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 |
---|---|---|
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 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
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 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
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 |
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
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
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
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 |
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
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 |
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:
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
|
uot | String | The 'UOT' applicable for the rate
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
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 |
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
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": "" } }
POST customer_events/financial_statements/cancel
This method is used in order to cancel a posted financial statement customer event. This method can be applied only on posted financial statement customer events. A single financial statement customer event can be cancelled by each call
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
customer_event_identifier (mandatory) | Customer Event identifier | The identifier of the customer event that should be cancelled. Only customer events of type financial statement which are posted can be specified. The allowed customer event identifier fields are the following:
| ||||||||||||
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 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 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
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 |
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 |
---|---|---|
month | Integer | The month of the retrieved period |
year | Integer | The year of the retrieved period |
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 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 |
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
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
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 |
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 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
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 |
---|---|---|
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 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
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 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
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 |
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
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
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
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 |
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
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 |
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:
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
|
uot | String | The 'UOT' applicable for the rate
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
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 |
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
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "customer_event_identifier":{"number":"124"} }
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": "2016-10-19T14:52:28", "updated_by_user": { "person_name": "CRM COM", "id": "1", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "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": "CANCELLED", "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": "" } }
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