List Recurring Order Entry Transactions

readByQuery

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

Parameters

Name Required Type Description
object Required string Use SORECURDOCUMENT
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. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
pagesize Optional integer Set a custom page size between 1 and 1000 items (Default: 100)

Get Recurring Order Entry Transaction

read

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

Parameters

Name Required Type Description
object Required string Use SORECURDOCUMENT
keys Required string The record RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Recurring Order Entry Transaction (Legacy)

create_recursotransaction

<create_recursotransaction>
    <transactiontype>Sales Order</transactiontype>
    <customerid>C1234</customerid>
    <referenceno>5678</referenceno>
    <termname>N30</termname>
    <message>hello world</message>
    <shippingmethod>FedEx</shippingmethod>
    <recursotransitems>
        <recursotransitem>
            <itemid>I0001</itemid>
            <quantity>1</quantity>
            <price>12.99</price>
            <locationid>100</locationid>
        </recursotransitem>
    </recursotransitems>
    <paymethod>Credit Card</paymethod>
    <payinfull>true</payinfull>
    <creditcardtype>VISA</creditcardtype>
    <accounttype>Undeposited Funds Account</accounttype>
    <glaccountkey>1099</glaccountkey>
    <startdate>
        <year>2017</year>
        <month>04</month>
        <day>10</day>
    </startdate>
    <ending>
        <occur>12</occur>
    </ending>
    <modenew>Months</modenew>
    <interval>12</interval>
    <eom>false</eom>
</create_recursotransaction>

Parameters

Name Required Type Description
transactiontype Required string Transaction definition to use
customerid Required String Customer ID
referenceno Optional string Reference number
termname Optional string Payment term
message Optional string Message
contractid Optional string Contract ID
contractdesc Optional string Contract description
shippingmethod Optional string Shipping method
shipto Optional object Ship to contact
billto Optional object Bill to contact
externalid Optional string External ID
basecurr Optional string Base currency code
currency Optional string Transaction currency code
exchratetype Optional string Exchange rate type. (Leave blank to use Intacct Daily Rate)
customfields Optional customfield[] Custom fields
recursotransitems Required recursotransitem[] Transaction lines, must have at least 1.
subtotals Optional subtotal[] Subtotal lines
paymethod Optional string Payment method. Use None, Printed Check, Credit Card, EFT, Cash, Online Charge Card, or Online ACH Debit. (Default: None)
payinfull Optional boolean Pay in full. Use false for No, true for Yes. (Default: true)
paymentamount Optional currency Payment amount. Required if Pay in full is set to false
creditcardtype Optional string Credit card type. Required if Payment method is set to Credit Card. Use VISA, MC, DISCOVER, AMEX, DINERS, or OTHER.
customercreditcardkey Optional integer Customer credit card key. Required if Payment method is set to Online Credit Card.
customerbankaccountkey Optional integer Customer bank account key. Required if Payment method is set to Online ACH Debit.
accounttype Optional string Account type to put payment in. Use Bank or Undeposited Funds Account. (Default: Bank)
bankaccountid Optional string Bank account ID. Required if Account type is Bank.
glaccountkey Optional string Undeposited funds GL account. Required if Account type is Undeposited Funds Account
startdate Required object Start date
ending Optional object Ending on. Leave element out to Never end.
modenew Optional string Repeat mode. Use None, Days, Weeks, Months, or Years. (Default: None)
interval Optional integer Repeat interval. Required when Repeat mode is not set to None.
eom Optional boolean End of month. Only used when Repeat mode is set to Months. Use either true or false. (Default: false)
status Optional string Status. Use active for Active otherwise use inactive for Inactive (Default: active)
docstatus Optional string Visible document status. Use Active, Inactive, or Ended.

shipto

Name Required Type Description
contactname Required string Ship to contact name

billto

Name Required Type Description
contactname Required string Bill to contact name

recursotransitem

Name Required Type Description
itemid Required string Item ID
itemdesc Optional string Item description
taxable Optional boolean Taxable. Use false for No, true for Yes. Customer must be setup for taxable.
warehouseid Optional string Warehouse ID
quantity Required number Quantity
unit Optional string Unit of measure to base quantity off
price Optional currency Price
discsurchargememo Optional string Discount/surcharge memo
locationid Optional string Location ID
departmentid Optional string Department ID
memo Optional string Memo
itemdetails Optional itemdetail[] Array of item details
customfields Optional customfield[] Custom fields
revrectemplate Optional string Rev rec template ID
revrecstartdate Optional object Rev rec start date
revrecenddate Optional object Rev rec end date
status Optional string Status. Use Active, Inactive, or Ended.
projectid Optional string Project ID
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
classid Optional string Class ID
contractid Optional string Contract ID

itemdetail

Name Required Type Description
quantity Optional number Quantity
serialno Optional string Serial number. Only used if not using lotno.
lotno Optional string Lot number. Only used if not using serialno.
aisle Optional string Aisle
row Optional string Row
bin Optional string Bin
itemexpiration Optional object Item expiration

itemexpiration

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

subtotal

Name Required Type Description
description Required string Description
total Required currency Total
absval Optional number Absolute value
percentval Optional number Percent value
locationid Optional string Location ID
departmentid Optional string Department ID
projectid Optional string Project ID
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
classid Optional string Class ID
itemid Optional string Item ID
contractid Optional string Contract ID
customfields Optional customfield[] Custom fields

ending

Name Required Type Description
occur Optional integer Number of occurrences. Required if not using End date.
enddate Optional object End date. Required if not using Number of occurrences.

enddate

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

Delete Recurring Order Entry Transaction (Legacy)

delete_recursotransaction

<delete_recursotransaction key="1"></delete_recursotransaction>

Parameters

Name Required Type Description
key Required string The record RECORDNO to delete

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