Contracts

Contract is a dimension that can be defined by the company and set on transactions to expand report functionality and insight.

Get Contract Object Definition

lookup

List all the fields and relationships for the contract object:

<lookup>
    <object>CONTRACT</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use CONTRACT

Query and List Contracts

query

List the record number and description for each contract:

<query>
    <object>CONTRACT</object>
    <select>
        <field>RECORDNO</field>
        <field>CONTRACTID</field>
    </select>
</query>

List the Evergreen template in use for each Evergreen contract:

<query>
    <object>CONTRACT</object>
    <filter>
        <equalto>
            <field>TERMTYPE</field>
            <value>Evergreen</value>
        </equalto>
    </filter>
    <select>
        <field>RECORDNO</field>
        <field>CONTRACTID</field>
        <field>EVERGREENMACRO</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use CONTRACT
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 Contracts (Legacy)

readByQuery

<readByQuery>
    <object>CONTRACT</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use CONTRACT
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)

query Fields

Name Required Type Description
STATE Optional string Contract state.
  • I - In progress
  • R - Renewed
  • C - Canceled
  • N - Not Renewed
BILLINGFREQUENCY Optional string Billing frequency.
  • M - Monthly
  • Q -- Quarterly
  • A - Annually
RENEWTERMPERIOD Optional string Renewal term period.
  • Y - Years
  • M - Months
  • D - Days

Get a Contract

read

<read>
    <object>CONTRACT</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use CONTRACT
keys Required string Comma-separated list of contract 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

Get a Contract by ID

readByName

<readByName>
    <object>CONTRACT</object>
    <keys>C1000</keys>
    <fields>*</fields>
</readByName>

Parameters

Name Required Type Description
object Required string Use CONTRACT
keys Required string Comma-separated list of contract CONTRACTID 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 Contract

Release Changes
2024 Release 4 Added APPLICATION and ADDITIONALCONTACTNAME
2022 Release 2 Added TERMTYPE and EVERGREENMACRO
2021 Release 1 BILLINGFREQUENCY is now optional
2020 Release 1 Added STATE
2019 Release 2 Added CONTRACTTYPE, Added value of Annually for BILLINGFREQUENCY
2018 Release 2 Added RENEWALADVBILLBY and RENEWALADVBILLBYTYPE
2018 Release 1 Added ADVBILLBY and ADVBILLBYTYPE

create

<create>
    <CONTRACT>
        <CONTRACTID>CTRC-003</CONTRACTID>
        <CUSTOMERID>C-103</CUSTOMERID>
        <NAME>North central contract</NAME>
        <BEGINDATE>04/01/2017</BEGINDATE>
        <ENDDATE>12/31/2017</ENDDATE>
        <BILLINGFREQUENCY>Monthly</BILLINGFREQUENCY>
        <TERMNAME>Net 30</TERMNAME>
        <LOCATIONID>US</LOCATIONID>
        <CURRENCY>USD</CURRENCY>
        <EXCHRATETYPE>Intacct Daily Rate</EXCHRATETYPE>
    </CONTRACT>
</create>

Parameters

Name Required Type Description
CONTRACT Required object Object type to create

CONTRACT

Name Required Type Description
CONTRACTID Optional string Unique ID for the contract. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.
CUSTOMERID Required string Customer ID
NAME Required string Contract name
STATE Optional string State in which to create the contract.
  • In progress (default)
  • Draft - The contract that will not yet post to the general ledger.
Use the post function to move a contract from Draft to In progress.
CONTRACTTYPE Optional string Contract type
BILLTOCONTACTNAME Optional string Bill to contact name. Leave blank to use customer’s default.
DESCRIPTION Optional string Description
SHIPTOCONTACTNAME Optional string Ship to contact name. Leave blank to use customer’s default.
BEGINDATE Required string Start date in format mm/dd/yyyy
ENDDATE Optional string End date in format mm/dd/yyyy. Required when the term type is Termed.
BILLINGFREQUENCY Optional string Billing frequency.
  • Monthly
  • Quarterly
  • Annually
TERMNAME Required string Payment term
TERMTYPE Required string Indicates the term type for the contract.
  • Termed - a traditional payment term such as Net 30 (default)
  • Evergreen - perpetual contract
APPLICATION Required string Indicates whether the contract is a full contract (C) or a dimension-only contract (O). The contract dimension is used to categorize Order Entry transactions without a subscription to the Contracts application. Default is full contract (C).
ADDITIONALCONTACTNAME Optional string Name of an additional contact.
EVERGREENMACRO Optional string Perpetual (Evergreen) template. Required for an Evergreen term type.
PRCLIST Optional string Billing price list
MEAPRCLIST Optional string Fair value price list
ADVBILLBY Optional integer Bill in advance. Number of months or days before the start date. Overrides bill-in-advance settings on the customer.
ADVBILLBYTYPE Optional string Bill-in-advance time period. Required if using bill in advance.
  • days
  • months
RENEWALADVBILLBY Optional integer Bill in advance for renewals. Number of months or days before the start date.
RENEWALADVBILLBYTYPE Optional string Bill-in-advance time period for renewals. Required if using bill in advance for renewals.
  • days
  • months
SUPDOCID Optional string Attachments ID
LOCATIONID Required string Location ID
DEPARTMENTID Optional string Department ID
PROJECTID Optional string Project ID
VENDORID Optional string Vendor ID
EMPLOYEEID Optional string Employee ID
CLASSID Optional string Class ID
CURRENCY Optional string Transaction currency. Required if company is configured for multi-currency.
EXCHRATETYPE Optional string Exchange rate type. Required if company is configured for multi-currency (Leave blank to use Intacct Daily Rate)
RENEWAL Optional boolean Renewal.
  • false - No (default)
  • true - Yes
Applicable only for termed contracts.
RENEWALMACRO Optional string Renewal template. Only used if RENEWAL is true.
RENEWTERMLENGTH Optional integer Term length. Only used if RENEWAL is true.
RENEWTERMPERIOD Optional string Period. Only used if RENEWAL is true.
  • Years
  • Months (default)
  • Days
Custom field name varies varies Custom field names and values as defined for this object.
For a multi-pick-list custom field, implode multiple field values with #~#.

Update Contract

Release Changes
2022 Release 2 Added TERMTYPE and EVERGREENMACRO
2019 Release 2 Added CONTRACTTYPE, Added value of Annually for BILLINGFREQUENCY
2018 Release 2 Added RENEWALADVBILLBY and RENEWALADVBILLBYTYPE
2018 Release 1 Added ADVBILLBY and ADVBILLBYTYPE

update

<update>
    <CONTRACT>
        <CONTRACTID>CTRC-003</CONTRACTID>
        <NAME>North central contract for services</NAME>
        <DEPARTMENTID>300</DEPARTMENTID>
    </CONTRACT>
</update>

Parameters

Name Required Type Description
CONTRACT Create object Object type to update.

CONTRACT

Name Required Type Description
RECORDNO Optional integer Record number of contract. Required if not using CONTRACTID.
CONTRACTID Optional string Contract ID to update. Required if not using RECORDNO.
CUSTOMERID Optional string Customer ID
NAME Optional string Contract name
CONTRACTTYPE Optional string Contract type
BILLTOCONTACTNAME Optional string Bill to contact name. Leave blank to use customer’s default.
DESCRIPTION Optional string Description
SHIPTOCONTACTNAME Optional string Ship to contact name. Leave blank to use customer’s default.
BEGINDATE Required string Start date in format mm/dd/yyyy
ENDDATE Optional string End date in format mm/dd/yyyy. Required when the term type is Termed.
BILLINGFREQUENCY Optional string Billing frequency.
  • Monthly
  • Quarterly
  • Annually
TERMNAME Required string Payment term
TERMTYPE Optional string Indicates the term type for the contract.
  • Termed - a traditional payment term such as Net 30 (default)
  • Evergreen - perpetual contract
APPLICATION Required string Indicates whether the contract is a full contract (C) or a dimension-only contract (O). The contract dimension is used to categorize Order Entry transactions without a subscription to the Contracts application. Default is full contract (C).
ADDITIONALCONTACTNAME Optional string Name of an additional contact.
EVERGREENMACRO Optional string Perpetual (Evergreen) template. Required for an Evergreen term type.
PRCLIST Optional string Billing price list
MEAPRCLIST Optional string Fair value price list
ADVBILLBY Optional integer Bill in advance. Number of months or days before the start date. Overrides bill-in-advance settings on the customer.
ADVBILLBYTYPE Optional string Bill-in-advance time period. Required if using bill in advance.
  • days
  • months
RENEWALADVBILLBY Optional integer Bill in advance for renewals. Number of months or days before the start date.
RENEWALADVBILLBYTYPE Optional string Bill-in-advance time period for renewals. Required if using bill in advance for renewals.
  • days
  • months
SUPDOCID Optional string Attachments ID
LOCATIONID Required string Location ID
DEPARTMENTID Optional string Department ID
PROJECTID Optional string Project ID
VENDORID Optional string Vendor ID
EMPLOYEEID Optional string Employee ID
CLASSID Optional string Class ID
CURRENCY Optional string Transaction currency. Required if company is configured for multi-currency.
EXCHRATETYPE Optional string Exchange rate type. Required if company is configured for multi-currency (Leave blank to use Intacct Daily Rate)
RENEWAL Optional boolean Renewal.
  • false - No (default)
  • true - Yes
Applicable only for termed contracts.
RENEWALMACRO Optional string Renewal template. Only used if RENEWAL is true.
RENEWTERMLENGTH Optional integer Term length. Only used if RENEWAL is true.
RENEWTERMPERIOD Optional string Period. Only used if RENEWAL is true.
  • Years
  • Months (default)
  • Days
Custom field name varies varies Custom field names and values as defined for this object.
For a multi-pick-list custom field, implode multiple field values with #~#.

Post Contract

You can post a contract that is in Draft state so that it is fully validated and posted to the GL. The state of a posted contract is changed from Draft to In progress.

If your draft contract is missing required parameter values, check the error messages from the post response and use the update function to correct any issues before trying to post again.

post

<post>
    <CONTRACT>
        <RECORDNO>127</RECORDNO>
        <GLPOSTINGDATE>01/01/2020</GLPOSTINGDATE>
        <POSTMEMO>Contract has been finalized</POSTMEMO>
    </CONTRACT>
</post>

Parameters

Name Required Type Description
object Required object Use CONTRACT

CONTRACT

Name Required Type Description
RECORDNO Required string Record number of the contract to post
GLPOSTDATE Required string GL posting date in format mm/dd/yyyy
POSTMEMO Optional string Memo about the post

Renew Contract

Forces the renewal of a contract that failed to renew at the scheduled time. This can be useful if you uploaded multiple contracts as part of an integration and want to avoid manually renewing them in the Sage Intacct UI. (A contract must have )

renew

<renew>
    <CONTRACT>
        <CONTRACTID>CTRC-003</CONTRACTID>
    </CONTRACT>
</renew>

Parameters

Name Required Type Description
CONTRACT Required object Object type to renew.

CONTRACT

Name Required Type Description
CONTRACTID Required string ID of the contract to renew. The contract’s state must be In progress, and there must be at least one contract line.

Clear All MEA Allocations

You can clear MEA allocations to reset the applicable revenue schedules to the amounts that existed prior to the allocations. Clearing MEA allocations unposts previously posted revenue, so the applicable reporting periods must be open.

clearallmea

<clearallmea>
    <CONTRACT>
        <CONTRACTID>CTRC-003</CONTRACTID>
    </CONTRACT>
</clearallmea>

Parameters

Name Required Type Description
object Required string Use CONTRACT

CONTRACT

Name Required Type Description
CONTRACTID Required string Contract ID for which to clear all MEA allocations.

Clear Individual MEA Allocations

You can clear individual MEA allocations one at a time, starting with the current one and working back in time.

clearlastactivemea

<clearlastactivemea>
    <CONTRACT>
        <CONTRACTID>CTRC-003</CONTRACTID>
    </CONTRACT>
</clearlastactivemea>

Parameters

Name Required Type Description
object Required string Use CONTRACT

CONTRACT

Name Required Type Description
CONTRACTID Required string Contract ID for which to clear the current MEA allocation.

Delete Contract

delete

<delete>
    <object>CONTRACT</object>
    <keys>112</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use CONTRACT
keys Required string Comma-separated list of contract RECORDNO to delete.

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