Sales | Customer Posting Profile
The Customer Posting Profile represents a way to discover the customer account in the company chart of account.
Overview
| URL | api/{tenantKey}/{orgKey}/salesCore/customerPostingProfiles |
| Methods Supported | GET, POST, PUT, DELETE |
All Operations
This service includes the following operations:
-
GET:
- GET CustomerPostingProfiles
- GET CustomerPostingProfiles (paged)
- GET CustomerPostingProfile by identifier
- GET CustomerPostingProfile by key
- GET Print CustomerPostingProfile by identifier
- GET Print CustomerPostingProfile by key
- GET Original Print CustomerPostingProfileOriginal by identifier
- GET Original Print CustomerPostingProfile by key
- POST:
-
PUT:
- PUT Set IsActive CustomerPostingProfile
- PUT Set PostingCustomerProfileKey CustomerPostingProfile
- PUT Set Description CustomerPostingProfile
- PUT Set ChartOfAccount CustomerPostProfileAccount
- PUT Set GlAccount CustomerPostProfileAccount
- PUT Set PartyAccountType CustomerPostProfileAccount
- PUT Set PartyTaxSchema CustomerPostProfileAccount
- DELETE:
All Resources
This service uses the following resources:
GET CustomerPostingProfiles
Returns the list of all the entity records available.
Response:
| When successful, the response body contains the list of records available. See CustomerPostingProfileResource. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET CustomerPostingProfiles (paged)
Returns a page of the list of all the entity records available.
The following elements are optional:
| page | (int) The index of the page of the list that should be returned. This is a query string parameter. |
| pageSize | (int) The number of page elements that should be returned (max. is 1000). This is a query string parameter. |
Response:
| When successful, the response body contains the list of records available. See CustomerPostingProfileResource. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET CustomerPostingProfile by identifier
Returns the entity record that matches the specified identifier.
The following elements are required:
| id | (string) The record identifier. |
Response:
| When successful, the response body contains the entity record. See CustomerPostingProfileResource. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
GET CustomerPostingProfile by key
Returns the entity record that matches the specified key.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
Response:
| When successful, the response body contains the entity record. See CustomerPostingProfileResource. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
GET Print CustomerPostingProfile by identifier
Prints the specified entity record.
The following elements are required:
| id | (string) The record identifier. |
The following elements are optional:
| template | (string) The report template that should be used. This is a query string parameter. |
Response:
| When successful, the response body contains a stream with the printed file. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 404 | NotFound. The specified resord does not exist. |
Resource URL:
GET Print CustomerPostingProfile by key
Prints the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
The following elements are optional:
| template | (string) The report template that should be used. This is a query string parameter. |
Response:
| When successful, the response body contains a stream with the printed file. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
GET Original Print CustomerPostingProfileOriginal by identifier
Prints the specified entity record.
The following elements are required:
| id | (string) The record identifier. |
The following elements are optional:
| template | (string) The report template that should be used. This is a query string parameter. |
Response:
| When successful, the response body contains a stream with the printed file. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 404 | NotFound. The specified resord does not exist. |
Resource URL:
GET Original Print CustomerPostingProfile by key
Prints the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
The following elements are optional:
| template | (string) The report template that should be used. This is a query string parameter. |
Response:
| When successful, the response body contains a stream with the printed file. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
POST CustomerPostingProfiles
Creates a new entity record.
The following elements are required:
| customerPostingProfileResource | (ApiCustomerPostingProfileResource) The request body should contain the entity record that should be created. See ApiCustomerPostingProfileResource. |
Response:
| When successful, the response body contains the new entity record identifier. The resource header location property contains the URL for the new entity record. See ApiCustomerPostingProfileResource. |
Response status codes:
| 201 | Created. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
POST Customer Posting Profile
Inserts a new 'Customer Post. Profile Account' in the 'Customer Posting Profile'.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| value | (ApiCustomerPostingProfileCustomerPostProfileAccountsResource) The ApiCustomerPostingProfileCustomerPostProfileAccountsResource instance. See ApiCustomerPostingProfileCustomerPostProfileAccountsResource. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 204 | NoContent. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set ChartOfAccount CustomerPostProfileAccount
Updates the value of attribute 'ChartOfAccount' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| lineId | (string) The detail identifier. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Description CustomerPostingProfile
Updates the value of attribute 'Description' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set GlAccount CustomerPostProfileAccount
Updates the value of attribute 'GlAccount' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| lineId | (string) The detail identifier. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set IsActive CustomerPostingProfile
Updates the value of attribute 'IsActive' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| value | (bool) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
PUT Set PartyAccountType CustomerPostProfileAccount
Updates the value of attribute 'PartyAccountType' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| lineId | (string) The detail identifier. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set PartyTaxSchema CustomerPostProfileAccount
Updates the value of attribute 'PartyTaxSchema' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| lineId | (string) The detail identifier. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set PostingCustomerProfileKey CustomerPostingProfile
Updates the value of attribute 'PostingCustomerProfileKey' in the specified entity record.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| value | (string) The request body should contain the new value for the attribute. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
DELETE Customer Post. Profile Account by identifier
Deletes the entity record that matches the specified identifier.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
| lineId | (string) The line identifier. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 204 | NoContent. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE CustomerPostingProfile by identifier
Deletes the entity record that matches the specified identifier.
The following elements are required:
| id | (string) The record identifier. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 204 | Deleted. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE CustomerPostingProfile by key
Deletes the entity record that matches the specified key.
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
Response:
| When successful, the response body is empty. |
Response status codes:
| 204 | Deleted. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
| 404 | NotFound. The specified record does not exist. |
Resource URL:
Resources
ApiCustomerPostingProfileCustomerPostProfileAccountsResource
The following elements are required:
| chartOfAccount | (string) The chart of accounts. |
| glAccount | (string) The GL account assigned to the party account type and party tax schema. |
| partyAccountType | (string) The party account type. |
The following elements are optional:
| partyTaxSchema | (string) The party tax schema (optional). |
ApiCustomerPostingProfileResource
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
The following elements are optional:
| description | (string) The description of the posting profile. |
| customerPostProfileAccounts | (List of ApiCustomerPostingProfileCustomerPostProfileAccountsResource) The list of customer posting profile accounts.
See ApiCustomerPostingProfileCustomerPostProfileAccountsResource. |
CustomerPostingProfileResource
The following elements are required:
| postingCustomerProfileKey | (string) The posting profile key. |
The following elements are optional:
| description | (string) The description of the posting profile. |
| customerPostProfileAccounts | (List of CustomerPostProfileAccountResource) The list of customer posting profile accounts.
See CustomerPostProfileAccountResource. |
CustomerPostProfileAccountResource
The following elements are required:
| chartOfAccount | (string) The chart of accounts. |
| glAccount | (string) The GL account assigned to the party account type and party tax schema. |
| partyAccountType | (string) The party account type. |
The following elements are optional:
| partyTaxSchema | (string) The party tax schema (optional). |