Territories are optionally included in Customer records and are used with Accounts Receivable reports.

They can be useful for filtering and categorizing data, assuming your company has multiple territories.


List Territories (Legacy)

get_list

<get_list object="territory" maxitems="10">
</get_list>

Parameters

Name Required Type Description
object Required string attribute Use territory
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 Territory by ID (Legacy)

get

<get object="territory" key="NCAL-01">
</get>

Parameters

Name Required Type Description
object Required string Use territory
key Required string Object territoryid to get
fields Optional field[0...n] Field(s) to return in response

Create Territory (Legacy)

create_territory

<create_territory>
    <territoryid>NCAL-01</territoryid>
    <name>Northern CA Sacto</name>
    <parentid/>
    <managerid/>
    <status>active</status>
</create_territory>

Parameters

Name Required Type Description
territoryid Required string Territory ID
name Required string Name of territory
parentid Optional string Parent territory ID
managerid Optional string Employee ID for the territory manager
status Optional string Status, either active or inactive

Update Territory (Legacy)

update_territory

<update_territory territoryid="NCAL-01">
    <managerid>002</managerid>
</update_territory>

Parameters

Name Required Type Description
territoryid Required string Territory ID
name Optional string Name of territory
parentid Optional string Parent territory ID
managerid Optional string Employee ID for the territory manager
status Optional string Status, either active or inactive

Delete Territory (Legacy)

delete_territory

<delete_territory territoryid="NCAL-01"></delete_territory>

Parameters

Name Required Type Description
key Required string Territory ID to delete

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