AR Summaries

Summaries are collections of the same type of transactions, grouped together for processing.

AR Invoice Summaries

Get Invoice Summaries Object Definition

lookup

List all the fields and relationships for the AR invoice summary object:

<lookup>
    <object>ARINVOICEBATCH</object>
</lookup>
Parameters
Name Required Type Description
object Required string Use ARINVOICEBATCH

Query and List Invoice Summaries

query

List the record number, title, and status for each active and open invoice summary:

<query>
    <object>ARINVOICEBATCH</object>
    <select>
        <field>RECORDNO</field>
        <field>TITLE</field>
        <field>STATUS</field>
    </select>
    <filter>
        <and>
            <equalto>
                <field>STATUS</field>
                <value>active</value>
            </equalto>
            <equalto>
                <field>OPEN</field>
                <value>Open</value>
            </equalto>
        </and>
    </filter>
</query>
Parameters
Name Required Type Description
object Required string Use ARINVOICEBATCH
filter Optional object Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
  <field>RECORDNO</field>
  <descending/>
</order>
options Optional object Query options:
  • Set the caseinsensitive element to true for a case-insensitive query
     <caseinsensitive>true</caseinsensitive>
  • In a multi-entity company, set the showprivate element to true to query data in private entities:
     <showprivate>true</showprivate>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Invoice Summaries (Legacy)

readByQuery

List active and open invoice summaries:

<readByQuery>
    <object>ARINVOICEBATCH</object>
    <fields>*</fields>
    <query>STATUS = 'T' AND OPEN = 'T'</query>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use ARINVOICEBATCH
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

List Invoice Summaries (Legacy)

get_list

<get_list object="invoicebatch" maxitems="10">
</get_list>
Parameters
Name Required Type Description
object Required string attribute Use invoicebatch
maxitems Optional integer attribute Maximum number of items to return.
start Optional integer attribute First item from total result set to include in response, zero-based integer.
showprivate Optional boolean attribute Show entity private records if running this at top level. Use either true or false. (Default: false)
fields Optional array of field List of fields to return in response.
filter Optional object Limits the objects to return based on their field values.
sorts Optional array of sortfield Sets the order of results based on the values of specified fields.

get_list.filter

Name Required Type Description
expression Optional object A single filter expression made up of a field name, an operator, and a value. Required if not using logical.
logical Optional object Multiple filter expressions that should be evaluated with and or or. Logical filters can be nested to create complex and/or logic. Required if not using expression.

get_list.filter.logical

Name Required Type Description
logical_operator Required string attribute Operator. Use either and or or.
expression or logical Required logical or array of expression Expressions to be evaluated as filters, and optionally additional logical evaluations.

get_list.filter.expression

Name Required Type Description
field Required string Name of the field to be compared.
operator Required string Comparison operator. Valid operators are
  • =
  • !=
  • <
  • <=
  • >
  • >=
  • like
  • is null
value Required string Comparison value.

get_list.sort.sortfield

Name Required Type Description
order (attribute) Required string Sort order for this named field. Use either asc or desc.

Get Invoice Summary

read

<read>
    <object>ARINVOICEBATCH</object>
    <keys>1</keys>
    <fields>*</fields>
</read>
Parameters
Name Required Type Description
object Required string Use ARINVOICEBATCH
keys Required string Comma-separated list of summary RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

Create Invoice Summary (Legacy)

create_invoicebatch

<create_invoicebatch>
    <batchtitle>Invoices for 2017 Week 03</batchtitle>
    <datecreated>
        <year>2017</year>
        <month>01</month>
        <day>20</day>
    </datecreated>
</create_invoicebatch>

Parameters

Name Required Type Description
batchtitle Required string Invoice summary title
datecreated Required object GL posting date

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

AR Adjustment Summaries

List AR Adjustment Summaries (Legacy)

get_list

<get_list object="aradjustmentbatch" maxitems="10">
</get_list>
Parameters
Name Required Type Description
object Required string Use aradjustmentbatch
maxitems Optional integer attribute Maximum number of items to return.
start Optional integer attribute First item from total result set to include in response, zero-based integer.
showprivate Optional boolean attribute Show entity private records if running this at top level. Use either true or false. (Default: false)
fields Optional array of field List of fields to return in response.
filter Optional object Limits the objects to return based on their field values.
sorts Optional array of sortfield Sets the order of results based on the values of specified fields.

get_list.filter

Name Required Type Description
expression Optional object A single filter expression made up of a field name, an operator, and a value. Required if not using logical.
logical Optional object Multiple filter expressions that should be evaluated with and or or. Logical filters can be nested to create complex and/or logic. Required if not using expression.

get_list.filter.logical

Name Required Type Description
logical_operator Required string attribute Operator. Use either and or or.
expression or logical Required logical or array of expression Expressions to be evaluated as filters, and optionally additional logical evaluations.

get_list.filter.expression

Name Required Type Description
field Required string Name of the field to be compared.
operator Required string Comparison operator. Valid operators are
  • =
  • !=
  • <
  • <=
  • >
  • >=
  • like
  • is null
value Required string Comparison value.

get_list.sort.sortfield

Name Required Type Description
order (attribute) Required string Sort order for this named field. Use either asc or desc.

Create AR Adjustment Summary (Legacy)

create_aradjustmentbatch

<create_aradjustmentbatch>
    <batchtitle>AR Adjustments for 2017 Week 03</batchtitle>
    <datecreated>
        <year>2017</year>
        <month>01</month>
        <day>20</day>
    </datecreated>
</create_aradjustmentbatch>

Parameters

Name Required Type Description
batchtitle Required string AR adjustment summary title
datecreated Required object GL posting date

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

Create AR Payment Summary (Legacy)

create_arpaymentbatch

<create_arpaymentbatch>
    <batchtitle>AR Payments for 2017 Week 03 - CHK-BA1433</batchtitle>
    <bankaccountid>CHK-BA1433</bankaccountid>
    <datecreated>
        <year>2017</year>
        <month>01</month>
        <day>20</day>
    </datecreated>
</create_arpaymentbatch>

Parameters

Name Required Type Description
batchtitle Required string AR payment summary title
bankaccountid Optional string Bank account ID. Required if not using undepfundsacct.
undepfundsacct Optional string Undeposited funds GL account. Required if not using bankaccountid.
datecreated Required object GL posting date

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

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