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fdtaljaard/claude-skills

Reference-backed ERP assistants for Claude Code — Sage 300 (Accpac), Sage 200 Evolution (Pastel), and SAP Business One. A Claude Code plugin marketplace for consultants and integrators.

Claude Code Data

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`skills/cin7-assistant/SKILL.md`

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View on GitHub Add to my skills

Verified commit d68ce04e18d0702432eaf5ec1bbead8e03d0fa79

Version-pinned installation · Claude Code

git clone --filter=blob:none --no-checkout https://github.com/fdtaljaard/claude-skills.git .hotskills/fdtaljaard-claude-skills && git -C .hotskills/fdtaljaard-claude-skills checkout --detach d68ce04e18d0702432eaf5ec1bbead8e03d0fa79
# Copy each selected skill directory from .hotskills/fdtaljaard-claude-skills into .claude/skills/<skill-name>/

10GitHub stars

0stars in 7 days

8skills in this repository

5commits in 30 days

Heat

1.4

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Individual skills in this repository

acumatica-assistant skills/acumatica-assistant
cin7-assistant skills/cin7-assistant
quickbooksdesktop-assistant skills/quickbooksdesktop-assistant
sage200-assistant skills/sage200-assistant
sage300-assistant skills/sage300-assistant
sageintacct-assistant skills/sageintacct-assistant
sagex3-assistant skills/sagex3-assistant
sapb1-assistant skills/sapb1-assistant

How it works

Choose a skill

acumatica-assistant

When your agent uses it

Acumatica ERP assistant for consultants and integrators. Use for anything Acumatica, even if the user only says "Acumatica", an endpoint path (/entity/Default/24.200.001, /api/odata/dac), an entity or DAC name (SalesOrder, SOOrder), a form ID (SO301000), Contract Version 4/5, OData, Excel or Power BI feeds, push notifications or connected apps. Capabilities - (1) REST integration development: generate and review requests and code against the contract-based REST API from a bundled extraction of the Integration Development Guide (2026 R2): sign-in and OAuth, endpoint and contract versions, JSON shape, $filter/$expand/$select, CRUD, actions, inquiries, custom fields, license limits, push notifications, webhooks, 187 documented examples, exact names from a Default/25.200.001 contract snapshot. (2) OData data access: DAC-based and inquiry-based OData v4 reads from the Reporting Tools Guide (2026 R2) plus a 2026 R2 DAC $metadata snapshot for exact DAC, field and navigation names. Trigger on any Acumatica question.

What it loads into context

Frontmatter

347 tokens

Always available to the agent

SKILL.md

5,984 tokens

When the skill is activated

Reference documents

1,934,357 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. REST integration development
4. OData data access
5. Gotchas (things a careful engineer still gets wrong)
6. Layout

Scripts executed separately

scripts/build_endpoint_reference.py
scripts/build_examples_catalogue.py
scripts/build_odata_metadata_ref.py
scripts/bundle_util.py
scripts/fetch_beacon_guide.py
scripts/package_skill.py

Files

../../.claude-plugin/marketplace.jsonasset5,679 bytes
.claude-plugin/plugin.jsonasset1,666 bytes
MAINTENANCE.mddoc15,179 bytes
README.mddoc10,248 bytes
SKILL.mdcore23,806 bytes
SKILL.mdcore23,806 bytes
evals/evals.jsonasset15,971 bytes
icon.pngasset99,173 bytes
references/endpoints/Default-25.200.001/actions.mddoc9,305 bytes
references/endpoints/Default-25.200.001/entities.mddoc8,340 bytes
references/endpoints/Default-25.200.001/expand-paths.mddoc32,798 bytes
references/endpoints/Default-25.200.001/fields.mddoc242,795 bytes
references/endpoints/INDEX.mddoc7,678 bytes
references/odata/INDEX.mddoc6,450 bytes
references/odata/common-mistakes.mddoc7,905 bytes
references/odata/metadata/INDEX.mddoc9,577 bytes
references/odata/metadata/api/INDEX.mddoc452,265 bytes
references/odata/metadata/api/members-01.mddoc995,790 bytes
references/odata/metadata/api/members-02.mddoc998,824 bytes
references/odata/metadata/api/members-03.mddoc999,695 bytes
references/odata/metadata/api/members-04.mddoc997,587 bytes
references/odata/metadata/api/members-05.mddoc993,773 bytes
references/odata/metadata/api/members-06.mddoc924,884 bytes
references/odata/metadata/entity-sets.mddoc398,438 bytes
references/odata/metadata/enums.mddoc424 bytes
references/odata/odata-guide.mddoc18,692 bytes
references/rest/INDEX.mddoc5,632 bytes
references/rest/authentication.mddoc10,431 bytes
references/rest/common-mistakes.mddoc8,738 bytes
references/rest/endpoint-versions.mddoc10,948 bytes
references/rest/examples-catalogue.mddoc57,146 bytes
references/rest/push-and-webhooks.mddoc5,528 bytes
references/rest/query-parameters.mddoc6,165 bytes
references/rest/rest-api-guide.mddoc20,952 bytes
scripts/build_endpoint_reference.pyruns14,522 bytes
scripts/build_examples_catalogue.pyruns4,832 bytes
scripts/build_odata_metadata_ref.pyruns21,644 bytes
scripts/bundle_util.pyruns2,393 bytes
scripts/fetch_beacon_guide.pyruns7,762 bytes
scripts/package_skill.pyruns3,031 bytes
../cin7-assistant/.claude-plugin/plugin.jsonasset1,420 bytes
../cin7-assistant/icon.pngasset99,173 bytes
../quickbooksdesktop-assistant/.claude-plugin/plugin.jsonasset1,457 bytes
../quickbooksdesktop-assistant/icon.pngasset99,173 bytes
../sage200-assistant/.claude-plugin/plugin.jsonasset1,101 bytes
../sage200-assistant/icon.pngasset99,173 bytes
../sage300-assistant/.claude-plugin/plugin.jsonasset918 bytes
../sage300-assistant/icon.pngasset99,173 bytes
../sageintacct-assistant/.claude-plugin/plugin.jsonasset1,696 bytes
../sageintacct-assistant/icon.pngasset99,173 bytes
../sagex3-assistant/.claude-plugin/plugin.jsonasset1,230 bytes
../sagex3-assistant/icon.pngasset99,173 bytes
../sapb1-assistant/.claude-plugin/plugin.jsonasset1,186 bytes
../sapb1-assistant/icon.pngasset99,173 bytes

Read SKILL.md


# Acumatica Assistant

> **Version disclaimer:** the bundled references are extracted from the **2026 R2** editions of Acumatica's
> Integration Development Guide and Reporting Tools Guide (both edition 2026-09-30). The REST examples use the
> `Default/26.200.001` endpoint and **Contract Version 5**; the OData examples use the
> `/t/<TenantName>/api/odata/{dac,gi}` URLs. A client on an earlier release has older `Default` endpoints with
> **Contract Version 4** syntax and may use the pre-2026 `/OData` (OData 3.0) and `/ODatav4` paths, and every
> instance has its own custom endpoints, customizations, inquiries and user-defined fields. State which release,
> endpoint or interface and contract version you assumed in every answer, and tell the user to confirm entity, DAC,
> field and action names on their instance (`swagger.json`, the Web Service Endpoints (SM207060) form, or
> `/api/odata/dac/$metadata`). The bundled contract snapshot (`references/endpoints/`) is exact for
> **`Default/25.200.001`** (2025 R2, Contract Version 4) only, and the DAC metadata snapshot
> (`references/odata/metadata/`) is a **clean 2026 R2** instance; elsewhere their names are a starting point to
> confirm, not a fact.

View the complete source on GitHub

cin7-assistant

When your agent uses it

Cin7 inventory and order management assistant for consultants and integrators, covering Cin7 Core (formerly DEAR Systems) and Cin7 Omni. Use for anything Cin7, even if the user only says "Cin7", "DEAR", "Core" or "Omni", an endpoint path (/ExternalApi/v2/sale, /saleList, /advanced-purchase), the api-auth-accountid header, a status such as BACKORDERED or AUTHORISED, or asks about sales, purchases, products, stock, production or webhooks in an inventory or ERP context. Capabilities - (1) Cin7 Core API integration development: generate and review requests and code against the Cin7 Core API v2 from a bundled extraction of the Cin7 Core developer portal: the two auth headers, pagination, status codes and the 60-calls-per-minute limit, every documented endpoint (295 actions in 33 groups) with field tables, parameters, request and response bodies, status and type value lists, webhooks, and a common-mistakes checklist for reviews. Cin7 Omni is not reference-backed yet. Trigger on any Cin7 question.

What it loads into context

Frontmatter

328 tokens

Always available to the agent

SKILL.md

3,276 tokens

When the skill is activated

Reference documents

515,970 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. Cin7 Core API integration development
4. Gotchas (things a careful engineer still gets wrong)
5. Layout

Scripts executed separately

scripts/build_core_api_reference.py
scripts/package_skill.py

Files

.claude-plugin/plugin.jsonasset1,420 bytes
MAINTENANCE.mddoc6,091 bytes
README.mddoc3,769 bytes
SKILL.mdcore13,416 bytes
evals/evals.jsonasset6,547 bytes
icon.pngasset99,173 bytes
references/INDEX.mddoc948 bytes
references/core-api/INDEX.mddoc8,241 bytes
references/core-api/api-basics.mddoc13,612 bytes
references/core-api/common-mistakes.mddoc7,649 bytes
references/core-api/endpoints.mddoc42,705 bytes
references/core-api/enums.mddoc8,071 bytes
references/core-api/groups/attribute-set.mddoc10,003 bytes
references/core-api/groups/bank-accounts.mddoc3,287 bytes
references/core-api/groups/brand.mddoc2,366 bytes
references/core-api/groups/carrier.mddoc2,802 bytes
references/core-api/groups/chart-of-accounts.mddoc7,800 bytes
references/core-api/groups/crm.mddoc47,882 bytes
references/core-api/groups/customer.mddoc28,028 bytes
references/core-api/groups/disassembly.mddoc13,641 bytes
references/core-api/groups/finished-goods.mddoc31,353 bytes
references/core-api/groups/fixed-asset-type.mddoc6,355 bytes
references/core-api/groups/inventory-write-off.mddoc13,630 bytes
references/core-api/groups/journal.mddoc5,982 bytes
references/core-api/groups/location.mddoc8,373 bytes
references/core-api/groups/me.mddoc14,445 bytes
references/core-api/groups/money-task.mddoc15,087 bytes
references/core-api/groups/other-models.mddoc66,912 bytes
references/core-api/groups/payment-term.mddoc4,807 bytes
references/core-api/groups/price-tiers.mddoc1,684 bytes
references/core-api/groups/product-categories.mddoc2,846 bytes
references/core-api/groups/product-family.mddoc82,350 bytes
references/core-api/groups/product-markup-prices.mddoc5,877 bytes
references/core-api/groups/product.mddoc107,200 bytes
references/core-api/groups/production.mddoc246,983 bytes
references/core-api/groups/purchase.mddoc239,935 bytes
references/core-api/groups/reference-books.mddoc46,917 bytes
references/core-api/groups/sale.mddoc225,727 bytes
references/core-api/groups/stock.mddoc56,576 bytes
references/core-api/groups/supplier.mddoc13,991 bytes
references/core-api/groups/tax.mddoc6,956 bytes
references/core-api/groups/templates.mddoc3,359 bytes
references/core-api/groups/transactions.mddoc2,851 bytes
references/core-api/groups/unit-of-measure.mddoc2,384 bytes
references/core-api/groups/webhooks.mddoc35,639 bytes
scripts/build_core_api_reference.pyruns17,981 bytes
scripts/package_skill.pyruns3,031 bytes

Read SKILL.md


# Cin7 Assistant

> **Version disclaimer:** the bundled references are an extraction of the **Cin7 Core developer portal**
> (API v2, `https://inventory.dearsystems.com/ExternalApi/v2/`) as exported on **2026-10-07**. The portal carries
> no release number, so names and rules are "as documented on that date". Every account differs in enabled
> modules (automation for webhooks, "Use Put Away", integrations with Xero or QuickBooks), settings and custom
> attributes, so tell the user to confirm names, allowed values and status rules on their account. **Cin7 Omni**
> (a different product with its own API) has no bundled reference: say so and answer with the not-reference-backed
> caveat.

Reference-backed assistant for Cin7 consultants and integrators. The rule that makes it trustworthy:
**every material claim comes from a bundled reference and is cited**, never from memory alone. Endpoint paths,
header names, field names, enum values, status rules and limits are exactly the things a model guesses plausibly
and wrongly.

View the complete source on GitHub

quickbooksdesktop-assistant

When your agent uses it

QuickBooks Desktop (QBD) SDK assistant for developers integrating with QuickBooks Desktop. Use whenever someone builds or debugs code against the QB SDK - even phrased casually or without naming it - signalled by qbXML, QBFC / Interop.QBFC, QBXMLRP2, Web Connector / QBWC, a request like InvoiceAdd / SalesOrderAdd / ItemReceiptAdd / TransferInventoryAdd, an identifier like ListID / TxnID / EditSequence, or an SDK error like status 3200 or 0x80040408. Capabilities: (1) qbXML / QBFC C# development - session lifecycle, message sets, Add/Mod/Query, OR aggregates, LinkToTxn, response / StatusCode handling; (2) object & field reference - which object or field holds X, the ListID / TxnID / EditSequence model, verbs, OR (choice) fields, spec versions; (3) setup & connectivity - QBFC vs QBXMLRP2 vs Web Connector, open modes, app authorization, 32-bit / STA, connection errors. NOT for QuickBooks Online (a different REST API), the QuickBooks Desktop UI (reconciling, reports, bank feeds), or edition / pricing questions.

What it loads into context

Frontmatter

362 tokens

Always available to the agent

SKILL.md

4,035 tokens

When the skill is activated

Reference documents

13,235 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. Object model (qbXML — the "schema")
4. Development (C# — QBFC or raw qbXML)
5. Setup & connectivity
6. Gotchas (things a careful engineer still gets wrong)
7. Layout

Files

.claude-plugin/plugin.jsonasset1,457 bytes
MAINTENANCE.mddoc4,308 bytes
README.mddoc5,613 bytes
SKILL.mdcore16,166 bytes
SKILL.mdcore16,166 bytes
SKILL.mdcore16,166 bytes
evals/evals.jsonasset5,016 bytes
icon.pngasset99,173 bytes
references/qbfc/INDEX.mddoc1,118 bytes
references/qbfc/common-mistakes.mddoc5,161 bytes
references/qbfc/csharp.mddoc9,016 bytes
references/qbxml/INDEX.mddoc1,328 bytes
references/qbxml/object-model.mddoc9,612 bytes
references/qbxml/objects.mddoc8,253 bytes
references/setup/INDEX.mddoc744 bytes
references/setup/connectivity.mddoc7,165 bytes

Read SKILL.md


# QuickBooks Desktop Assistant

Reference-backed assistant for QuickBooks **Desktop** SDK work — qbXML, QBFC, the Request Processor
(QBXMLRP2) and the Web Connector (QBWC). The rule that makes it trustworthy: **object names, field
names, request/response structure, spec versions and length/format limits are things a model guesses
plausibly and wrongly — so verify them against a bundled reference or a fresh fetch of Intuit's OSR, and
say which.** Never invent a request name, a field, an OR-aggregate member, or a qbXML version.

**Scope guard — Desktop, not Online.** This skill is the *Desktop* SDK (qbXML over QBFC/QBXMLRP2/QBWC,
Windows-only COM). QuickBooks **Online** is a completely different REST/JSON API (OAuth 2.0, `/v3/company`).
If the request is actually QBO, say so plainly and don't answer it from this skill.

## 1. Route the request

View the complete source on GitHub

sage200-assistant

When your agent uses it

Sage 200 Evolution / Pastel Evolution ERP assistant for consultants and integrators. Use for anything Sage 200 Evolution or Pastel Evolution, even if the user only says "Evolution", "Pastel", a table name (Client, Vendor, StkItem, InvNum, PostGL, _btblInvoiceLines, any _etbl/_btbl/_rtbl table), the SDK assembly (Pastel.Evolution.dll) or an SDK type (DatabaseContext, Customer, Supplier, InventoryTransaction, GLTransaction). Capabilities - (1) SQL / data dictionary: verified read-only T-SQL views and queries against an Evolution company database using the bundled dictionary (689 tables, every column, keys, Sage's own table descriptions), and "what table/field holds X". (2) SDK / C# against the Pastel Evolution .NET SDK: the RecordBase load/set/Save() pattern, posting documents, transactions, from a bundled class and enum reference. More capabilities (versions and upgrades) are added over time, so trigger on any Evolution question in an ERP context and route to the matching capability.

What it loads into context

Frontmatter

347 tokens

Always available to the agent

SKILL.md

3,837 tokens

When the skill is activated

Reference documents

309,709 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. SQL / data dictionary
4. SDK / C# (Pastel.Evolution)
5. Gotchas (things a careful engineer still gets wrong)
6. Layout

Scripts executed separately

scripts/build_sdk_ref.py
scripts/bundle_util.py
scripts/dump_enums.ps1
scripts/package_skill.py

Files

.claude-plugin/plugin.jsonasset1,101 bytes
MAINTENANCE.mddoc7,830 bytes
README.mddoc6,092 bytes
SKILL.mdcore15,948 bytes
SKILL.mdcore15,948 bytes
evals/evals.jsonasset7,312 bytes
icon.pngasset99,173 bytes
references/dictionary/INDEX.mddoc5,549 bytes
references/dictionary/conventions.mddoc13,702 bytes
references/dictionary/dict/Add-on-modules.mddoc110,534 bytes
references/dictionary/dict/Application-metadata.mddoc12,210 bytes
references/dictionary/dict/Business-modules.mddoc95,665 bytes
references/dictionary/dict/Contact-Management.mddoc56,718 bytes
references/dictionary/dict/Core.mddoc94,405 bytes
references/dictionary/dict/Delivery-Management.mddoc4,279 bytes
references/dictionary/dict/Evolution-extended.mddoc192,974 bytes
references/dictionary/dict/Municipal-Billing.mddoc27,058 bytes
references/dictionary/dict/Retail-POS.mddoc34,892 bytes
references/dictionary/dict/Site-specific-and-snapshots.mddoc27,447 bytes
references/sdk/INDEX.mddoc2,422 bytes
references/sdk/api/INDEX.mddoc16,097 bytes
references/sdk/api/classes-01.mddoc149,555 bytes
references/sdk/api/classes-02.mddoc148,568 bytes
references/sdk/api/classes-03.mddoc69,868 bytes
references/sdk/common-mistakes.mddoc3,378 bytes
references/sdk/enums/INDEX.mddoc10,431 bytes
references/sdk/enums/enums-01.mddoc36,256 bytes
references/sdk/sdk-guide.mddoc9,423 bytes
scripts/build_sdk_ref.pyruns22,761 bytes
scripts/bundle_util.pyruns2,393 bytes
scripts/dump_enums.ps1runs2,520 bytes
scripts/package_skill.pyruns3,261 bytes

Read SKILL.md


# Sage 200 Evolution Assistant

Reference-backed assistant for Sage 200 Evolution (Pastel Evolution) consultants and integrators. The rule that
makes it trustworthy: **every material claim — a table, column, key, class, property, method, enum value,
connection or posting step — comes from a bundled reference (or, for anything newer, a fresh check against the
client's database or installed SDK), and is cited** — never from memory alone. Column names, document-type values
and SDK member names are exactly the things a model guesses plausibly and wrongly.

## 1. Route the request

| Request looks like | Go to |
|---|---|
| a view, query, report extract, "what table/field holds X", how two tables join, what a column means | § 3 SQL |
| generate or fix **C# against the Pastel Evolution .NET SDK** (`Pastel.Evolution`) — connect via `DatabaseContext`, load/create a record and `Save()`, post a transaction (inventory, GL, cashbook, order/invoice), run inside a transaction, "what class/property/enum holds X in the SDK" | § 4 SDK |

View the complete source on GitHub

sage300-assistant

When your agent uses it

Sage 300 (Accpac) ERP assistant for consultants and integrators. Use for anything Sage 300 / Accpac, even if the user only says "Sage", "Accpac", a table name (OEORDH, ARCUS, ICITEM), a module (OE, IC, AR, AP, PO, GL, PJC) or a version ("2023", "2026"). Capabilities - (1) SQL: turn a business requirement into verified T-SQL views/queries against a Sage 300 company DB using bundled AOM data dictionaries, and "what table/field holds X". (2) Upgrades and versions: a client moving between versions, what a version requires (SQL Server, Windows), what changed, whether views/integrations break, checklists, release notes. (3) .NET / C# development against the Sage 300 .NET library (ACCPAC.Advantage) - Session/DBLink/View, opening & composing views, reading and posting documents, error handling, and generating correct C#. More capabilities are added over time, so trigger on any Sage 300 question, casually phrased or not, in an ERP/Accpac context, and route to the matching capability.

What it loads into context

Frontmatter

359 tokens

Always available to the agent

SKILL.md

4,376 tokens

When the skill is activated

Reference documents

3,425,463 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. SQL / data dictionary
4. Upgrades & versions
5. .NET / C# (ACCPAC.Advantage View API)
6. Gotchas (things a careful engineer still gets wrong)
7. Layout

Scripts executed separately

scripts/build_compose_graphs.py
scripts/build_dict.py
scripts/build_dict_html.py
scripts/build_dotnet_api.py
scripts/build_dotnet_api_tree.py
scripts/build_index.py
scripts/extract_pdf_text.py
scripts/extract_release_notes.py

Files

.claude-plugin/plugin.jsonasset918 bytes
MAINTENANCE.mddoc9,453 bytes
README.mddoc6,003 bytes
SKILL.mdcore17,147 bytes
SKILL.mdcore17,147 bytes
evals/evals.jsonasset4,220 bytes
icon.pngasset99,173 bytes
references/dictionary/6.0A/dict/AP.mddoc138,641 bytes
references/dictionary/6.0A/dict/AR.mddoc169,527 bytes
references/dictionary/6.0A/dict/AS.mddoc596 bytes
references/dictionary/6.0A/dict/BK.mddoc69,220 bytes
references/dictionary/6.0A/dict/CP.mddoc134,202 bytes
references/dictionary/6.0A/dict/CS.mddoc13,661 bytes
references/dictionary/6.0A/dict/CT.mddoc11,850 bytes
references/dictionary/6.0A/dict/FA.mddoc4,394 bytes
references/dictionary/6.0A/dict/GL.mddoc57,606 bytes
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references/dictionary/6.0A/dict/UP.mddoc131,705 bytes
references/dictionary/6.0A/dict/UT.mddoc19,912 bytes
references/dictionary/6.0A/dict/ZC.mddoc21,687 bytes
references/dictionary/6.0A/dict/ZI.mddoc8,933 bytes
references/dictionary/6.0A/table-index.mddoc58,684 bytes
references/dictionary/7.0A/dict/AP.mddoc150,340 bytes
references/dictionary/7.0A/dict/AR.mddoc180,555 bytes
references/dictionary/7.0A/dict/AS.mddoc2,289 bytes
references/dictionary/7.0A/dict/BK.mddoc69,825 bytes
references/dictionary/7.0A/dict/CP.mddoc145,593 bytes
references/dictionary/7.0A/dict/CS.mddoc15,429 bytes
references/dictionary/7.0A/dict/CT.mddoc21,705 bytes
references/dictionary/7.0A/dict/EW.mddoc607 bytes
references/dictionary/7.0A/dict/FA.mddoc4,472 bytes
references/dictionary/7.0A/dict/GL.mddoc63,252 bytes
references/dictionary/7.0A/dict/GP.mddoc3,479 bytes
references/dictionary/7.0A/dict/IC.mddoc146,817 bytes
references/dictionary/7.0A/dict/MT.mddoc3,292 bytes
references/dictionary/7.0A/dict/OE.mddoc146,350 bytes
references/dictionary/7.0A/dict/PM.mddoc289,972 bytes
references/dictionary/7.0A/dict/PO.mddoc417,691 bytes
references/dictionary/7.0A/dict/TK.mddoc5,420 bytes
references/dictionary/7.0A/dict/TM.mddoc5,042 bytes
references/dictionary/7.0A/dict/TS.mddoc2,667 bytes
references/dictionary/7.0A/dict/TW.mddoc4,536 bytes
references/dictionary/7.0A/dict/TX.mddoc31,127 bytes
references/dictionary/7.0A/dict/UP.mddoc143,438 bytes
references/dictionary/7.0A/dict/UT.mddoc22,887 bytes
references/dictionary/7.0A/dict/YP.mddoc3,740 bytes
references/dictionary/7.0A/dict/ZC.mddoc21,530 bytes
references/dictionary/7.0A/dict/ZI.mddoc8,795 bytes
references/dictionary/7.0A/table-index.mddoc56,841 bytes
references/dictionary/7.1A/dict/AP.mddoc150,684 bytes
references/dictionary/7.1A/dict/AR.mddoc180,555 bytes
references/dictionary/7.1A/dict/AS.mddoc2,641 bytes
references/dictionary/7.1A/dict/BK.mddoc69,825 bytes
references/dictionary/7.1A/dict/CP.mddoc145,619 bytes
references/dictionary/7.1A/dict/CS.mddoc15,429 bytes
references/dictionary/7.1A/dict/CT.mddoc21,705 bytes
references/dictionary/7.1A/dict/EW.mddoc607 bytes
references/dictionary/7.1A/dict/FA.mddoc4,472 bytes
references/dictionary/7.1A/dict/GL.mddoc63,252 bytes
references/dictionary/7.1A/dict/GP.mddoc3,479 bytes
references/dictionary/7.1A/dict/IC.mddoc146,817 bytes
references/dictionary/7.1A/dict/MT.mddoc3,292 bytes
references/dictionary/7.1A/dict/OE.mddoc146,350 bytes
references/dictionary/7.1A/dict/PM.mddoc289,972 bytes
references/dictionary/7.1A/dict/PO.mddoc417,691 bytes
references/dictionary/7.1A/dict/TK.mddoc5,420 bytes
references/dictionary/7.1A/dict/TM.mddoc5,042 bytes
references/dictionary/7.1A/dict/TS.mddoc3,466 bytes
references/dictionary/7.1A/dict/TW.mddoc4,536 bytes
references/dictionary/7.1A/dict/TX.mddoc31,127 bytes
references/dictionary/7.1A/dict/UP.mddoc143,460 bytes
references/dictionary/7.1A/dict/UT.mddoc22,887 bytes
references/dictionary/7.1A/dict/YP.mddoc3,740 bytes
references/dictionary/7.1A/dict/ZC.mddoc21,530 bytes
references/dictionary/7.1A/dict/ZI.mddoc8,795 bytes
references/dictionary/7.1A/table-index.mddoc56,930 bytes
references/dictionary/7.2A/dict/AP.mddoc151,302 bytes
references/dictionary/7.2A/dict/AR.mddoc180,555 bytes
references/dictionary/7.2A/dict/AS.mddoc2,641 bytes
references/dictionary/7.2A/dict/BK.mddoc69,825 bytes
references/dictionary/7.2A/dict/CP.mddoc146,301 bytes
references/dictionary/7.2A/dict/CS.mddoc15,429 bytes
references/dictionary/7.2A/dict/CT.mddoc22,007 bytes
references/dictionary/7.2A/dict/EW.mddoc607 bytes
references/dictionary/7.2A/dict/FA.mddoc4,472 bytes
references/dictionary/7.2A/dict/GL.mddoc63,252 bytes
references/dictionary/7.2A/dict/GP.mddoc3,479 bytes
references/dictionary/7.2A/dict/IC.mddoc146,817 bytes
references/dictionary/7.2A/dict/MT.mddoc3,292 bytes
references/dictionary/7.2A/dict/OE.mddoc146,350 bytes
references/dictionary/7.2A/dict/PM.mddoc289,972 bytes
references/dictionary/7.2A/dict/PO.mddoc417,691 bytes
references/dictionary/7.2A/dict/TK.mddoc5,420 bytes
references/dictionary/7.2A/dict/TM.mddoc5,042 bytes
references/dictionary/7.2A/dict/TS.mddoc3,466 bytes
references/dictionary/7.2A/dict/TW.mddoc4,536 bytes
references/dictionary/7.2A/dict/TX.mddoc31,127 bytes
references/dictionary/7.2A/dict/UP.mddoc144,188 bytes
references/dictionary/7.2A/dict/UT.mddoc22,887 bytes
references/dictionary/7.2A/dict/YP.mddoc3,740 bytes
references/dictionary/7.2A/dict/ZC.mddoc21,530 bytes
references/dictionary/7.2A/dict/ZI.mddoc8,795 bytes
references/dictionary/7.2A/table-index.mddoc56,953 bytes
references/dictionary/7.3A/dict/AP.mddoc151,302 bytes
references/dictionary/7.3A/dict/AR.mddoc180,555 bytes
references/dictionary/7.3A/dict/AS.mddoc2,641 bytes
references/dictionary/7.3A/dict/BK.mddoc69,825 bytes
references/dictionary/7.3A/dict/CP.mddoc146,408 bytes
references/dictionary/7.3A/dict/CS.mddoc15,716 bytes
references/dictionary/7.3A/dict/CT.mddoc32,067 bytes
references/dictionary/7.3A/dict/EC.mddoc24,350 bytes
references/dictionary/7.3A/dict/EI.mddoc19,891 bytes
references/dictionary/7.3A/dict/EW.mddoc607 bytes
references/dictionary/7.3A/dict/FA.mddoc4,472 bytes
references/dictionary/7.3A/dict/GL.mddoc63,252 bytes
references/dictionary/7.3A/dict/GP.mddoc3,479 bytes
references/dictionary/7.3A/dict/IC.mddoc146,837 bytes
references/dictionary/7.3A/dict/MT.mddoc3,292 bytes
references/dictionary/7.3A/dict/OE.mddoc146,350 bytes
references/dictionary/7.3A/dict/PM.mddoc289,972 bytes
references/dictionary/7.3A/dict/PO.mddoc417,691 bytes
references/dictionary/7.3A/dict/TK.mddoc5,420 bytes
references/dictionary/7.3A/dict/TM.mddoc5,371 bytes
references/dictionary/7.3A/dict/TS.mddoc5,015 bytes
references/dictionary/7.3A/dict/TW.mddoc4,536 bytes
references/dictionary/7.3A/dict/TX.mddoc31,127 bytes
references/dictionary/7.3A/dict/UP.mddoc144,343 bytes
references/dictionary/7.3A/dict/UT.mddoc25,865 bytes
references/dictionary/7.3A/dict/YP.mddoc3,740 bytes
references/dictionary/7.3A/dict/ZC.mddoc21,530 bytes
references/dictionary/7.3A/dict/ZI.mddoc8,795 bytes
references/dictionary/7.3A/table-index.mddoc58,992 bytes
references/dictionary/INDEX.mddoc4,117 bytes
references/dictionary/conventions.mddoc8,832 bytes
references/dotnet/INDEX.mddoc2,345 bytes
references/dotnet/api/INDEX.mddoc11,905 bytes
references/dotnet/api/classes-session.mddoc42,920 bytes
references/dotnet/api/classes-system.mddoc49,331 bytes
references/dotnet/api/classes-view.mddoc62,204 bytes
references/dotnet/api/enums.mddoc14,610 bytes
references/dotnet/common-mistakes.mddoc5,243 bytes
references/dotnet/compose-graphs.mddoc22,370 bytes
references/dotnet/view-api.mddoc18,115 bytes
references/release-notes/2023.mddoc5,551 bytes
references/release-notes/2024.mddoc4,951 bytes
references/release-notes/2025.mddoc5,239 bytes
references/release-notes/2026.mddoc6,676 bytes
references/release-notes/INDEX.mddoc1,654 bytes
references/upgrades/INDEX.mddoc1,005 bytes
references/upgrades/compatibility-guides.mddoc5,365 bytes
references/upgrades/upgrade-guide.mddoc21,434 bytes
scripts/build_compose_graphs.pyruns10,469 bytes
scripts/build_dict.pyruns4,664 bytes
scripts/build_dict_html.pyruns6,038 bytes
scripts/build_dotnet_api.pyruns13,814 bytes
scripts/build_dotnet_api_tree.pyruns7,654 bytes
scripts/build_index.pyruns2,749 bytes
scripts/extract_pdf_text.pyruns1,844 bytes
scripts/extract_release_notes.pyruns3,738 bytes

Read SKILL.md


# Sage 300 Assistant

Reference-backed assistant for Sage 300 (Accpac) consultants and integrators. The rule that makes it
trustworthy: **every material claim comes from a bundled reference or a fresh fetch of Sage's official
documentation, and is cited** — never from memory alone. Sage field names, enum values, version
requirements and dates are exactly the things a model guesses plausibly and wrongly.

## 1. Route the request

| Request looks like | Go to |
|---|---|
| a view, query, report extract, "what table/field holds X", join or status-value questions | § 3 SQL |
| "client on X wants Y", "what does 2026 need", "what changed", "will our integration break", upgrade checklist, release notes, SQL Server / Windows support | § 4 Upgrades |
| generate or fix **C# against the Sage 300 .NET library** (`ACCPAC.Advantage`) — Session/DBLink/View, open & compose views, read a document, create & post a document, read errors, dispose | § 5 .NET |

View the complete source on GitHub

sageintacct-assistant

When your agent uses it

Sage Intacct ERP assistant for consultants and integrators. Use for anything Sage Intacct, even if the user only says "Intacct", an object name (APBILL, GLBATCH, SODOCUMENT, CUSTOMER, ITEM), a function (readByQuery, query, lookup), the xmlgw.phtml gateway, a sender ID, DTD 3.0, Platform Services, Smart Events or the REST API. Capabilities - (1) XML Web Services API integration development: generate and review XML requests and code from the bundled developer portal extraction, Sage's 3.0 request schema and a 2026 Release 3 object-definition snapshot: envelope, sessions, errors and recovery, query/readByQuery grammar and paging, formats, multi-entity, limits, 197 object pages (1,694 operations, parameter tables, examples) in 17 modules, 52 generic and 243 legacy functions, exact names and valid values for 632 objects (21,342 fields), Order Entry, Purchasing and Inventory guidance, and a 36-rule review checklist. The REST API is not reference-backed yet. Trigger on any Sage Intacct question.

What it loads into context

Frontmatter

345 tokens

Always available to the agent

SKILL.md

4,234 tokens

When the skill is activated

Reference documents

1,699,189 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. XML API integration development
4. Gotchas (things a careful engineer still gets wrong)
5. Layout

Scripts executed separately

scripts/build_functions_reference.py
scripts/build_object_snapshot.py
scripts/build_xml_api_reference.py
scripts/dump_object_definitions.py
scripts/fetch_developer_portal.py
scripts/package_skill.py
scripts/test_build_object_snapshot.py

Files

.claude-plugin/plugin.jsonasset1,696 bytes
MAINTENANCE.mddoc13,572 bytes
README.mddoc4,831 bytes
SKILL.mdcore16,913 bytes
SKILL.mdcore16,913 bytes
evals/evals.jsonasset10,335 bytes
icon.pngasset99,173 bytes
references/INDEX.mddoc1,346 bytes
references/xml-api/INDEX.mddoc10,663 bytes
references/xml-api/api-basics.mddoc26,552 bytes
references/xml-api/common-mistakes.mddoc9,776 bytes
references/xml-api/functions.mddoc50,714 bytes
references/xml-api/objects.mddoc366,919 bytes
references/xml-api/objects/accounts-payable.mddoc290,500 bytes
references/xml-api/objects/accounts-receivable.mddoc278,432 bytes
references/xml-api/objects/cash-management.mddoc173,849 bytes
references/xml-api/objects/company-console.mddoc256,627 bytes
references/xml-api/objects/consolidations.mddoc92,115 bytes
references/xml-api/objects/construction.mddoc496,599 bytes
references/xml-api/objects/contracts-rev-mgmt.mddoc312,640 bytes
references/xml-api/objects/customization-services.mddoc20,051 bytes
references/xml-api/objects/data-delivery-service.mddoc17,765 bytes
references/xml-api/objects/employee-expenses.mddoc129,777 bytes
references/xml-api/objects/general-ledger.mddoc321,364 bytes
references/xml-api/objects/inventory-control.mddoc330,034 bytes
references/xml-api/objects/order-entry.mddoc152,589 bytes
references/xml-api/objects/platform-services.mddoc51,942 bytes
references/xml-api/objects/project-resource-mgmt.mddoc159,272 bytes
references/xml-api/objects/purchasing.mddoc210,348 bytes
references/xml-api/objects/sales-tax-vat-gst.mddoc20,784 bytes
references/xml-api/oe-po-inventory.mddoc15,782 bytes
references/xml-api/snapshot/INDEX.mddoc2,523 bytes
references/xml-api/snapshot/fields-01.mddoc998,504 bytes
references/xml-api/snapshot/fields-02.mddoc999,330 bytes
references/xml-api/snapshot/fields-03.mddoc441,472 bytes
references/xml-api/snapshot/objects.mddoc73,481 bytes
scripts/build_functions_reference.pyruns16,446 bytes
scripts/build_object_snapshot.pyruns13,502 bytes
scripts/build_xml_api_reference.pyruns24,279 bytes
scripts/dump_object_definitions.pyruns24,209 bytes
scripts/fetch_developer_portal.pyruns4,575 bytes
scripts/package_skill.pyruns3,031 bytes
scripts/test_build_object_snapshot.pyruns12,043 bytes

Read SKILL.md


# Sage Intacct Assistant

> **Version disclaimer:** the bundled references are an extraction of the **Sage Intacct developer portal**
> (developer.intacct.com, the XML API reference and guides) fetched on **2026-10-13** and of Sage's **DTD 3.0 request
> schema** (`api.xsd`, 2024-05-07), plus an **object-definition snapshot** (`inspect` and `lookup` results of a clean
> developer company on **2026 Release 3**, custom fields removed). The portal carries no release stamp, so names and
> rules are "as documented on that date"; Sage releases quarterly (2026 Release 3 went live 7 August 2026) and labels the XML API **"(Legacy)"**: new
> objects and features ship on the **REST API** (generally available since 2025 Release 1), which has no bundled
> reference yet. Every company differs in subscriptions, transaction definitions, custom fields, dimensions,
> entities and workflows, so tell the user to confirm names and allowed values with `lookup` / `inspect` on their
> company.

Reference-backed assistant for Sage Intacct consultants and integrators. The rule that makes it trustworthy:
**every material claim comes from a bundled reference and is cited**, never from memory alone. Object names, field

View the complete source on GitHub

sagex3-assistant

When your agent uses it

Sage X3 ERP assistant for consultants and integrators. Use for anything Sage X3, even if the user only says "X3", a folder name, a table or abbreviation (SORDER/SOH, BPCUSTOMER, ITMMASTER, STOCK), a local menu number, a module, or a release ("V11", "V12", "2026 R1", "patch 39", "12.0.38"). Capabilities - (1) Data dictionary / SQL: verified SQL views/queries against an X3 folder from the bundled V11 table dictionary (tables, keys, columns, data types, dimensions, local-menu enum values, foreign-key link expressions), "what table/field holds X". (2) Versions and upgrades: V12 release and patch names, lifecycle stage and end of maintenance, platform prerequisites per release (Windows Server, SQL Server/Oracle, MongoDB, Java), upgrade paths and methods from V6/V7/U9/V11/V12 to the current release, what changed per release, whether views and integrations break. More capabilities (development) follow; trigger on any Sage X3 question, casually phrased or not.

What it loads into context

Frontmatter

345 tokens

Always available to the agent

SKILL.md

4,128 tokens

When the skill is activated

Reference documents

1,057,578 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. Dictionary / SQL
4. Versions & upgrades
5. Gotchas (things a careful engineer still gets wrong)
6. Layout

Scripts executed separately

scripts/build_dict_x3.py
scripts/build_release_notes_x3.py
scripts/diff_table_versions.py
scripts/package_skill.py

Files

.claude-plugin/plugin.jsonasset1,230 bytes
MAINTENANCE.mddoc7,632 bytes
README.mddoc6,729 bytes
SKILL.mdcore15,677 bytes
SKILL.mdcore15,677 bytes
evals/evals.jsonasset8,078 bytes
icon.pngasset99,173 bytes
references/dictionary/INDEX.mddoc3,754 bytes
references/dictionary/V11/data-types.mddoc27,290 bytes
references/dictionary/V11/dict/AP-AR-accounting.mddoc135,511 bytes
references/dictionary/V11/dict/CRM.mddoc41,173 bytes
references/dictionary/V11/dict/Common-Data.mddoc611,703 bytes
references/dictionary/V11/dict/Development.mddoc5,009 bytes
references/dictionary/V11/dict/Financials.mddoc231,043 bytes
references/dictionary/V11/dict/Fixed-Assets.mddoc408,252 bytes
references/dictionary/V11/dict/HCM.mddoc9,519 bytes
references/dictionary/V11/dict/HR-administration.mddoc44,102 bytes
references/dictionary/V11/dict/Help-Desk.mddoc19,644 bytes
references/dictionary/V11/dict/Manufacturing.mddoc100,633 bytes
references/dictionary/V11/dict/Purchasing.mddoc172,287 bytes
references/dictionary/V11/dict/Sales.mddoc141,488 bytes
references/dictionary/V11/dict/Stock.mddoc143,644 bytes
references/dictionary/V11/dict/Supervisor.mddoc307,107 bytes
references/dictionary/V11/local-menus.mddoc119,257 bytes
references/dictionary/V11/table-index.mddoc80,164 bytes
references/dictionary/conventions.mddoc9,824 bytes
references/release-notes/2023-r2-34.mddoc16,897 bytes
references/release-notes/2024-r1-35.mddoc13,672 bytes
references/release-notes/2024-r2-36.mddoc19,329 bytes
references/release-notes/2025-r1-37.mddoc23,446 bytes
references/release-notes/2025-r2-38.mddoc21,591 bytes
references/release-notes/2026-r1-39.mddoc21,656 bytes
references/release-notes/INDEX.mddoc2,701 bytes
references/upgrades/INDEX.mddoc1,541 bytes
references/upgrades/platform-matrix.mddoc11,458 bytes
references/upgrades/upgrade-guide.mddoc23,587 bytes
scripts/build_dict_x3.pyruns20,394 bytes
scripts/build_release_notes_x3.pyruns11,784 bytes
scripts/diff_table_versions.pyruns6,686 bytes
scripts/package_skill.pyruns2,940 bytes

Read SKILL.md


# Sage X3 Assistant

Reference-backed assistant for Sage X3 consultants and integrators. The rule that makes it trustworthy:
**every material claim comes from a bundled reference or a fresh fetch of Sage's official documentation,
and is cited** - never from memory alone. X3 table abbreviations, column names, local-menu values and
dimensions are exactly the things a model guesses plausibly and wrongly.

## 1. Route the request

| Request looks like | Go to |
|---|---|
| a view, query, report extract, "what table/field holds X", "what does value N of status mean", a join, a table/abbreviation lookup, "which tables are in Sales" | § 3 Dictionary / SQL |
| "client on V11 / 2024 R2 wants to go to 2026 R1", "what does 2026 R1 need", "is 2025 R1 still supported", "what changed in 12.0.38", "will our views / integration break", upgrade checklist, SQL Server / Windows / MongoDB / Java support, patch vs release names | § 4 Versions & upgrades |
| both - "we're moving to 2026 R1, will this view still work?" | § 4 then § 3 |

View the complete source on GitHub

sapb1-assistant

When your agent uses it

SAP Business One (SAP B1 / B1) ERP assistant for consultants and integrators. Use for anything SAP Business One, including "B1", "SBO", table names (OINV, ORDR, OCRD, OITM), object type numbers, the DI API (SAPbobsCOM), UDOs, or the Service Layer/OData. Capabilities - (1) Object types: number, table, key and topic lookup. (2) SQL/schema: verified queries against bundled B1 10.0 and 9.3 dictionaries. (3) DI API: generate and review C# for connection, business objects/services, transactions, errors and user-defined objects from the bundled DI API 10.0 reference. (4) Service Layer: OData v4 endpoints, login/session, CRUD/actions, query options, ETags, batch, SQLQueries, FP2602 webhooks, and exact entity set, property, enum and action lookup from a bundled FP 2602 $metadata snapshot. (5) DI API vs Service Layer: which to choose, SAP's documented limitations of each, and porting code and names between them. Trigger on any SAP Business One question, casually phrased or not.

What it loads into context

Frontmatter

356 tokens

Always available to the agent

SKILL.md

7,190 tokens

When the skill is activated

Reference documents

5,660,728 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Route the request
2. Ground rules
3. Object types
4. SQL / schema
5. DI API development (C#)
6. Service Layer (REST / OData v4)
7. Gotchas (things a careful engineer still gets wrong)
8. Layout

Scripts executed separately

scripts/build_diapi_ref.py
scripts/build_member_index.py
scripts/build_refdb_schema.py
scripts/build_schema_dict.py
scripts/build_servicelayer_ref.py
scripts/bundle_util.py
scripts/fetch_erpref_schema.py
scripts/package_skill.py
scripts/test_build_servicelayer_ref.py

Files

.claude-plugin/plugin.jsonasset1,186 bytes
MAINTENANCE.mddoc22,891 bytes
README.mddoc7,948 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
SKILL.mdcore27,621 bytes
evals/evals.jsonasset21,096 bytes
icon.pngasset99,173 bytes
references/diapi/INDEX.mddoc5,042 bytes
references/diapi/api/INDEX.mddoc193,145 bytes
references/diapi/api/classes-01.mddoc136,340 bytes
references/diapi/api/classes-02.mddoc149,078 bytes
references/diapi/api/classes-03.mddoc143,983 bytes
references/diapi/api/classes-04.mddoc149,333 bytes
references/diapi/api/classes-05.mddoc145,153 bytes
references/diapi/api/classes-06.mddoc147,524 bytes
references/diapi/api/classes-07.mddoc149,727 bytes
references/diapi/api/classes-08.mddoc144,319 bytes
references/diapi/api/classes-09.mddoc149,871 bytes
references/diapi/api/classes-10.mddoc112,351 bytes
references/diapi/api/classes-11.mddoc149,976 bytes
references/diapi/api/classes-12.mddoc149,560 bytes
references/diapi/api/classes-13.mddoc143,328 bytes
references/diapi/api/classes-14.mddoc146,498 bytes
references/diapi/api/classes-15.mddoc146,123 bytes
references/diapi/api/classes-16.mddoc146,245 bytes
references/diapi/api/classes-17.mddoc148,304 bytes
references/diapi/api/classes-18.mddoc150,060 bytes
references/diapi/api/classes-19.mddoc140,666 bytes
references/diapi/api/classes-20.mddoc140,634 bytes
references/diapi/api/classes-21.mddoc142,861 bytes
references/diapi/api/classes-22.mddoc149,959 bytes
references/diapi/api/classes-23.mddoc148,450 bytes
references/diapi/api/classes-24.mddoc145,187 bytes
references/diapi/api/classes-25.mddoc146,845 bytes
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references/diapi/review-checklist.mddoc6,027 bytes
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references/dictionary/10.0/dict/General.mddoc335,308 bytes
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scripts/fetch_erpref_schema.pyruns4,908 bytes
scripts/package_skill.pyruns3,039 bytes
scripts/test_build_servicelayer_ref.pyruns7,709 bytes

Read SKILL.md


# SAP Business One Assistant

> **Version disclaimer:** the bundled schema dictionaries cover **SAP Business One 10.0** (SAP's own reference, the default) and **9.3** only. Any other release, including later feature packs, can have tables and columns they lack, and a client's own user-defined tables and fields are never in them. State which version you used whenever you give SQL, and confirm any column that matters on the client's own database.

Reference-backed assistant for SAP Business One consultants and integrators. The rule that makes it
trustworthy: **every material claim comes from a bundled reference and is cited** — never from memory alone.
Object type numbers, table names and key columns are exactly the things a model guesses plausibly and wrongly.

## 1. Route the request

| Request looks like | Go to |
|---|---|
| "what's the object type for X", "what is object type N", "which table / primary key is behind N", "list the objects for sales / inventory / banking", UDO or DI API work that needs an object number | § 3 Object types |
| a view, query, report extract, "what table/field holds X", join, valid-value / status questions against B1 data | § 4 SQL / schema |

View the complete source on GitHub

Skills included

acumatica-assistant
cin7-assistant
quickbooksdesktop-assistant
sage200-assistant
sage300-assistant
sageintacct-assistant
sagex3-assistant
sapb1-assistant

Repository facts

License: MIT
Created: Sep 30, 2026
Last pushed: Oct 21, 2026
Forks: 4
Open issues: 0
Project activity: Active

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 7, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 64 notes

skills/acumatica-assistant/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
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skills/acumatica-assistant/references/odata/metadata/INDEX.md:48 Analysis incomplete: physical or joined line exceeds character limit
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skills/acumatica-assistant/references/odata/metadata/api/members-05.md:10492 Analysis incomplete: regex work limit reached
skills/acumatica-assistant/references/odata/metadata/api/members-06.md:10620 Analysis incomplete: regex work limit reached
skills/cin7-assistant/references/core-api/groups/product-family.md:460 Analysis incomplete: physical or joined line exceeds character limit
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No broad tool permissions
4 dangerous shell commandsin 3 files: cin7-assistant/scripts/build_core_api_reference.py:61 sage300-assistant/scripts/build_compose_graphs.py:82 sagex3-assistant/MAINTENANCE.md:37
4,132 network referencesin 150 files: sageintacct-assistant/references/xml-api/objects/construction.md:1 sageintacct-assistant/references/xml-api/objects/inventory-control.md:1 sageintacct-assistant/references/xml-api/objects/contracts-rev-mgmt.md:1 and 147 more
6 obfuscation signalsin 5 files: sage200-assistant/scripts/build_sdk_ref.py:141 sage300-assistant/scripts/build_dotnet_api.py:30 sage300-assistant/scripts/build_dotnet_api_tree.py:88 and 2 more
No instruction overrides
40 executable scriptsin 40 files: acumatica-assistant/scripts/build_endpoint_reference.py:1 acumatica-assistant/scripts/build_examples_catalogue.py:1 acumatica-assistant/scripts/build_odata_metadata_ref.py:1 and 37 more
16 references to secretsin 5 files: acumatica-assistant/references/rest/authentication.md:75 sageintacct-assistant/scripts/test_build_object_snapshot.py:56 sageintacct-assistant/scripts/dump_object_definitions.py:62 and 2 more
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`skills/acumatica-assistant/.claude-plugin/plugin.json`

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"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

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"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

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```
"url": "https://github.com/fdtaljaard"
```

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},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/acumatica-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

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"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/acumatica-assistant",

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"repository": "https://github.com/fdtaljaard/claude-skills",

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],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/acumatica-assistant#readme",

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"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/acumatica-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/acumatica-assistant#readme",

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"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/acumatica-assistant/MAINTENANCE.md`

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Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification).

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1. **Find the map id**: open any guide page in a browser, read a `data-ft-internal-link` href inside the topic    (`/r/<mapId>/<topicId>`), or call `https://beacon.acumatica.com/api/khub/maps/<mapId>` with the current id

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(`/r/<mapId>/<topicId>`), or call `https://beacon.acumatica.com/api/khub/maps/<mapId>` with the current id

`skills/acumatica-assistant/README.md`

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1. Get `acumatica-assistant.skill` from the [Releases page](https://github.com/fdtaljaard/claude-skills/releases).

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With the [skills CLI](https://agentskills.io):

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git clone https://github.com/fdtaljaard/claude-skills.git

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runs `fetch_beacon_guide.py` it downloads guide pages from beacon.acumatica.com. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVAC

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[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/acumatica-assistant/evals/evals.json`

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"id": 18,       "capability": "OData (inquiry with parameters, silent empty result)",       "prompt": "Our Power Query hits https://erp.example.com/t/U100/api/odata/gi/Item%20Availability%20Data?$filter=InventoryID eq 'AALEGO500' and always

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"capability": "OData (inquiry with parameters, silent empty result)",       "prompt": "Our Power Query hits https://erp.example.com/t/U100/api/odata/gi/Item%20Availability%20Data?$filter=InventoryID eq 'AALEGO500' and always gets an empty v

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"prompt": "Our Power Query hits https://erp.example.com/t/U100/api/odata/gi/Item%20Availability%20Data?$filter=InventoryID eq 'AALEGO500' and always gets an empty value array, although the inquiry shows rows in Acumatica. Why?",

`skills/acumatica-assistant/references/odata/INDEX.md`

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| ID | Source | Role | Verified | |---|---|---|---| | `rtg` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Reporting-Tools-Guide | Acumatica's Reporting Tools Guide (Fluid Topics map `4PtabvulGtJrxqfuktkFcw`, 229 topics, metadata ve

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|---|---|---|---| | `rtg` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Reporting-Tools-Guide | Acumatica's Reporting Tools Guide (Fluid Topics map `4PtabvulGtJrxqfuktkFcw`, 229 topics, metadata version "2026 R2", last edition 2026

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| `rtg` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Reporting-Tools-Guide | Acumatica's Reporting Tools Guide (Fluid Topics map `4PtabvulGtJrxqfuktkFcw`, 229 topics, metadata version "2026 R2", last edition 2026-09-30). | 2026-10

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| `rtg/dac` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Accessing-DACs-Through-OData | Chapter *Accessing DACs Through OData* (11 topics: general information, basic data retrieval, filtering, related data, localized and custom fi

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| `rtg/gi-expose` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Managing-Generic-Inquiries/Exposing-Inquiry-Results-by-Using-OData | Chapter *Exposing Inquiry Results by Using OData* (4 topics) | 2026-10-06 |

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| `rtg/gi-access` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Managing-Generic-Inquiries/Accessing-the-Exposed-Inquiry-Results-Through-OData | Chapter *Accessing the Exposed Inquiry Results Through OData* (10 topics: general info

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| `rtg/dac-discovery` | https://beacon.acumatica.com/r/Reporting-Tools-Guide/Managing-Generic-Inquiries/Discovering-DACs/DAC-Discovery-General-Information | *DAC Discovery: General Information* and *Data from Multiple Data Sources: DAC Sche

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| `sag/roles` | https://beacon.acumatica.com/r/System-Administration-Guide/Configuring-User-Roles/User-Roles-Predefined-Roles | System Administration Guide, *User Roles: Predefined Roles* (the `BI` and `OData4 User` roles), 2026 R2 edition

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Any Reporting Tools Guide topic is reachable as `https://beacon.acumatica.com/r/Reporting-Tools-Guide/<Chapter>/<Topic-Title-With-Hyphens>`.

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`https://beacon.acumatica.com/r/Reporting-Tools-Guide/<Chapter>/<Topic-Title-With-Hyphens>`.

`skills/acumatica-assistant/references/rest/INDEX.md`

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| ID | Source | Role | Verified | |---|---|---|---| | `guide` | https://beacon.acumatica.com/r/Integration-Development-Guide/Integration-Development-Guide | Acumatica's Integration Development Guide (Fluid Topics map `UpQu337K_38feMdsBg0ruQ

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|---|---|---|---| | `guide` | https://beacon.acumatica.com/r/Integration-Development-Guide/Integration-Development-Guide | Acumatica's Integration Development Guide (Fluid Topics map `UpQu337K_38feMdsBg0ruQ`, 346 topics, metadata version "2

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| `guide` | https://beacon.acumatica.com/r/Integration-Development-Guide/Integration-Development-Guide | Acumatica's Integration Development Guide (Fluid Topics map `UpQu337K_38feMdsBg0ruQ`, 346 topics, metadata version "2026 R2", last edit

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| `guide/rest` | https://beacon.acumatica.com/r/Integration-Development-Guide/Configuring-the-REST-API | Chapter *Configuring the REST API* (18 topics: contract concepts, custom fields, custom endpoints, naming rules, contract versions, sys

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| `guide/examples` | https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples | Chapter *REST API Examples* (Basic Requests 33 topics, Parameters 9 topics, 145 per-entity examples) | 2026-10-03 |

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| `guide/auth` | https://beacon.acumatica.com/r/Integration-Development-Guide/Authorizing-Client-Applications-to-Work-with-Acumatica-ERP | Chapter *Authorizing Client Applications* (OAuth 2.0 / OIDC, 30 topics) | 2026-10-03 |

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| `guide/limits` | https://beacon.acumatica.com/r/Integration-Development-Guide/Limiting-Connections-of-Integrated-Applications | Chapter *Limiting Connections of Integrated Applications* (5 topics) | 2026-10-03 |

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| `guide/push` | https://beacon.acumatica.com/r/Integration-Development-Guide/Configuring-Push-Notifications-for-Real-Time-Monitoring | Chapter *Configuring Push Notifications* (13 topics) | 2026-10-03 |

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| `guide/webhooks` | https://beacon.acumatica.com/r/Integration-Development-Guide/Configuring-Webhooks | Chapter *Configuring Webhooks* (3 topics) | 2026-10-03 |

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Any topic is reachable as `https://beacon.acumatica.com/r/Integration-Development-Guide/<Chapter>/<Topic-Title-With-Hyphens>`;

`skills/acumatica-assistant/references/rest/authentication.md`

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`skills/acumatica-assistant/references/rest/examples-catalogue.md`

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<!-- source: Acumatica Integration Development Guide, REST API Examples (https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples) | version: Acumatica ERP 2026 R2 (guide edition 2026-09-30) | verified: 2026-10-03 | ge

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Sign In to the Service | `POST /entity/auth/login` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Sign-In-to-

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|---|---|---|---| | Sign In to the Service | `POST /entity/auth/login` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Sign-In-to-the-Service) | | Sign Out from the Service | `POST /

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| Sign In to the Service | `POST /entity/auth/login` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Sign-In-to-the-Service) |

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| Sign Out from the Service | `POST /entity/auth/logout` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Sign-Out-from-the-Service) |

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| Create a Record | `PUT /entity/Default/26.200.001/Customer` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Create-a-Record) |

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| Update a Record | `PUT /entity/Default/26.200.001/Customer ?$filter=MainContact/Email%20eq%20'demo@gmail.com'& $select=CustomerID,CustomerClass&$expand=MainContact($select=Email)` |  | [page](https://beacon.acumatica.com/r/Integration-Dev

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| Update Particular Fields of a Record | `PATCH /entity/Default/26.200.001/SalesOrder? $expand=Details($select=DiscountAmount,OrderQty)& $select=OrderNbr,OrderType` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/RE

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| Retrieve a Record by Key Fields | `GET /entity/Default/26.200.001/SalesOrder/SO/000001 ?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve-a-Record-by-Key-Fi

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| Retrieve a Record by ID | `GET /entity/Default/26.200.001/SalesOrder /a6295b33-c7f6-e811-b817-00155d408001?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve

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| Retrieve Records by Conditions | `GET /entity/Default/26.200.001/StockItem? $expand=WarehouseDetails& $filter=ItemStatus%20eq%20'AC'%20and %20LastModifiedDateTime%20gt%202024-08-18T23%3A59%3A59.999%2B04%3A00` |  | [page](https://beacon.ac

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| Retrieve Records Filtered by Custom Fields | `GET /entity/Default/26.200.001/SalesInvoice? $filter=cf.Decimal('Document.CuryBalanceWOTotal') eq 0 and cf.DateTime('Document.DiscDate') gt 2024-02-18T23%3A59%3A59.999%2B04%3A00` |  | [page](h

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| Retrieve Data from an Inquiry Form | `PUT /entity/Default/26.200.001/InventorySummaryInquiry? $expand=Results`<br>`PUT /entity/ItemAvailabilityData/0001/ItemAvailabilityDataInquiry? $expand=ItemAvailabilityDataInquiryDetails` |  | [page](

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| Retrieve the List of Records in Batches | `GET /entity/Default/26.200.001/SalesOrder ?$top=5&$skip=5&$select=CustomerID,LocationID,OrderNbr,OrderType` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examp

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| Retrieve Records with Attributes | `GET /entity/Default/26.200.001/Contact ?$expand=Attributes($select=AttributeID,Value) &$select=FirstName,LastName,JobTitle` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-

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| Retrieve Archived Records | `GET /entity/Default/26.200.001/Shipment ?$select=ShipmentNbr,ShipmentDate&$filter=ShipmentDate lt 2026-12-31T10%3A31%3A28.402%2B03%3A00` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide

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| Remove a Record by Key Fields | `DELETE /entity/Default/26.200.001/StockItem/CGFEEDER` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Remove-a-Record-by-Key-Fields) |

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| Remove a Record by ID | `DELETE /entity/Default/26.200.001/SalesOrder /e59cc6da-cc6c-ea11-b82d-00155d408001` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Remove-a-Record-by-ID)

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| Execute an Action That Is Present in an Endpoint | `POST /entity/Default/26.200.001/SalesOrder/ReopenSalesOrder`<br>`POST /entity/Default/26.200.001/BusinessAccount/ChangeBusinessAccountID` |  | [page](https://beacon.acumatica.com/r/Integ

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| Execute a Custom Action | `POST /entity/Default/26.200.001/Case/Close` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Execute-a-Custom-Action) |

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| Narrow the List of Records on a Processing Form | `PUT /entity/Default/26.200.001/EmailProcessing?$expand=Result` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Narrow-the-List-of

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| Execute a Processing Action for Selected Records | `POST /entity/Default/26.200.001/EmailProcessing/ProcessEmailProcessing` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Execute-

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| Execute a Processing Action for All Filtered Records | `POST /entity/Default/26.200.001/EmailProcessing/ProcessAllEmailProcessing` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/E

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| Retrieve a File Attached to a Record | `GET /entity/Default/26.200.001/StockItem/JUICER20C? $select=InventoryID,files&$expand=files`<br>`GET /entity/Default/26.200.001/files /e77c0c80-2296-4ef9-9588-877692933f31` |  | [page](https://beaco

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| Attach a File to a Record | `GET /entity/Default/26.200.001/StockItem/EJECTOR03? $select=InventoryID`<br>`PUT /entity/Default/26.200.001/files /PX.Objects.IN.InventoryItemMaint/Item /a0f8594a-7de2-e811-b816-00155d408001/T2MCRO.jpg` |  | [

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| Retrieve Comments for Attached Files | `GET /entity/Default/26.200.001/StockItem/EJECTOR03? $select=InventoryID,files&$expand=files` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests

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| Retrieve the Schema of Custom Fields and Workflow Actions | `GET /entity/Default/26.200.001/Opportunity/$adHocSchema` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve-the-S

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| Retrieve a Record with Custom Fields | `GET /entity/Default/26.200.001/SalesOrder/SO/000087? $select=*,Document.AttributePRODUCT` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Re

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| Create a Record with Custom Fields | `PUT /entity/Default/26.200.001/SalesOrder? $select=*,Document.AttributePRODUCT` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Create-a-Recor

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| Retrieve Localized Values of a Multilingual Field | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve-Localized-Values-of-a-Multilingual-Field

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| Retrieve Localized Values of All Multilingual Fields | `GET /entity/Default/26.200.001/StockItem?$expand=Translations` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve-Loca

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| Specify Any Number of Localized Values of a Multilingual Field | `PUT /entity/Default/26.200.001/StockItem? $select=InventoryID,Description,Translations& $expand=Translations` |  | [page](https://beacon.acumatica.com/r/Integration-Develop

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| Specify All Localized Values of a Multilingual Field | `PUT /entity/Default/26.200.001/StockItem` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Specify-All-Localized-Values-of-a-

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| Request a Report | `POST /entity/Report/0001/CashAccountSummary` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Request-a-Report) |

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| Change the Business Date or Current Branch | `PUT /entity/Default/26.200.001/JournalTransaction` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Change-the-Business-Date-or-Current

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| Retrieve the Acumatica ERP Version, Enabled Features, and Endpoints | `GET /entity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Basic-Requests/Retrieve-the-Acumatica-ERP-Version-Enabled-Featu

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| Example | Request(s) | Features required | Page | |---|---|---|---| | $filter Parameter (Contract Version 5) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Param

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|---|---|---|---| | $filter Parameter (Contract Version 5) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/filter-Parameter-Contra

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| $filter Parameter (Contract Version 5) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/filter-Parameter-Contract-Version-5) |

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| $filter Parameter (Contract Version 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/filter-Parameter-Contract-Version-4) |

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| $top Parameter (Contract Versions 5 and 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/top-Parameter-Contract-Versions-5-and

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| $skip Parameter (Contract Versions 5 and 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/skip-Parameter-Contract-Versions-5-a

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| $expand Parameter (Contract Version 5) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/expand-Parameter-Contract-Version-5) |

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| $expand Parameter (Contract Version 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/expand-Parameter-Contract-Version-4) |

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| $select Parameter (Contract Version 5) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/select-Parameter-Contract-Version-5) |

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| $select Parameter (Contract Version 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/select-Parameter-Contract-Version-4) |

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| $custom Parameter (Contract Version 4) | (no request line in the topic) |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Parameters-for-Retrieving-Records/custom-Parameter-Contract-Version-4) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Add an Account to an Account Group | `PUT /entity/Default/26.200.001/Account` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples

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|---|---|---|---| | Add an Account to an Account Group | `PUT /entity/Default/26.200.001/Account` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Account/Add-an-Account-to-an-Account-Group) | | Ret

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| Add an Account to an Account Group | `PUT /entity/Default/26.200.001/Account` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Account/Add-an-Account-to-an-Account-Group) |

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| Retrieve the List of Accounts in a Group | `GET /entity/Default/26.200.001/Account? $filter=AccountGroup%20eq%20'ACCG02'&$select=AccountCD` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Account

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| Remove an Account from a Group | `PUT /entity/Default/26.200.001/Account` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Account/Remove-an-Account-from-a-Group) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Get General Ledger Transactions for Some Period | `PUT /entity/Default/26.200.001/AccountDetailsForPeriodInquiry? $expand=Results` |  | [page](https://beacon.acumatica.

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| Get General Ledger Transactions for Some Period | `PUT /entity/Default/26.200.001/AccountDetailsForPeriodInquiry? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/AccountDetailsFo

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Account Group | `PUT /entity/Default/26.200.001/AccountGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Accou

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|---|---|---|---| | Create an Account Group | `PUT /entity/Default/26.200.001/AccountGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/AccountGroup/Create-an-Account-Group) | | Specify the Def

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| Create an Account Group | `PUT /entity/Default/26.200.001/AccountGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/AccountGroup/Create-an-Account-Group) |

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| Specify the Default Account of an Account Group | `PUT /entity/Default/26.200.001/AccountGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/AccountGroup/Specify-the-Default-Account-of-an-Acco

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Activity that Is Linked to a Case | `PUT /entity/Default/26.200.001/Activity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-AP

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|---|---|---|---| | Create an Activity that Is Linked to a Case | `PUT /entity/Default/26.200.001/Activity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Activity/Create-an-Activity-that-Is-Linke

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| Create an Activity that Is Linked to a Case | `PUT /entity/Default/26.200.001/Activity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Activity/Create-an-Activity-that-Is-Linked-to-a-Case) |

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| Create an Activity that Is Linked to a Customer | `PUT /entity/Default/26.200.001/Activity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Activity/Create-an-Activity-that-Is-Linked-to-a-Custome

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| Create an Activity that Is Linked to a Lead | `PUT /entity/Default/26.200.001/Activity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Activity/Create-an-Activity-that-Is-Linked-to-a-Lead) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Bill for Particular Lines of a Purchase Order | `PUT /entity/Default/26.200.001/Bill? $select=ReferenceNbr&$expand=Details($select=POOrderNbr,InventoryID,Qty)`

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|---|---|---|---| | Create a Bill for Particular Lines of a Purchase Order | `PUT /entity/Default/26.200.001/Bill? $select=ReferenceNbr&$expand=Details($select=POOrderNbr,InventoryID,Qty)` |  | [page](https://beacon.acumatica.com/r/Integrat

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| Create a Bill for Particular Lines of a Purchase Order | `PUT /entity/Default/26.200.001/Bill? $select=ReferenceNbr&$expand=Details($select=POOrderNbr,InventoryID,Qty)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Gu

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| Create a Bill for Particular Lines of a Purchase Receipt | `PUT /entity/Default/26.200.001/Bill? $select=ReferenceNbr&$expand=Details($select=POReceiptNbr,InventoryID,Qty)` |  | [page](https://beacon.acumatica.com/r/Integration-Developmen

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| Create a Bill with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/Bill? $expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Bill/Create-a-Bill-with-Tax-Parame

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| Approve a Bill | `POST /entity/Default/26.200.001/Bill/Approve` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Bill/Approve-a-Bill) |

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| Release Retainage | `POST /entity/Default/26.200.001/Bill/ReleaseRetainage` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Bill/Release-Retainage) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Bill of Material | `PUT /entity/MANUFACTURING/26.200.001/BillOfMaterial? $expand=Operations($expand=Material)` |  | [page](https://beacon.acumatica.com/r/Integ

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|---|---|---|---| | Create a Bill of Material | `PUT /entity/MANUFACTURING/26.200.001/BillOfMaterial? $expand=Operations($expand=Material)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/BillOfMat

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| Create a Bill of Material | `PUT /entity/MANUFACTURING/26.200.001/BillOfMaterial? $expand=Operations($expand=Material)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/BillOfMaterial/Create-a-Bil

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| Retrieve the Bills of Material | `GET /entity/MANUFACTURING/26.200.001/BillOfMaterial? $expand=Operations` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/BillOfMaterial/Retrieve-the-Bills-of-Mat

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| Retrieve the Details of a Bill of Material's Operations | `GET /entity/MANUFACTURING/26.200.001/BillOfMaterial/BOM000001/A? $expand=Operations($expand=Material,Overheads,Steps,Tools)` |  | [page](https://beacon.acumatica.com/r/Integration

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the List of Business Accounts | `GET /entity/Default/26.200.001/BusinessAccount? $expand=Activities,Campaigns,Cases,Orders &$filter=BusinessAccountID%20eq%20'A

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| Retrieve the List of Business Accounts | `GET /entity/Default/26.200.001/BusinessAccount? $expand=Activities,Campaigns,Cases,Orders &$filter=BusinessAccountID%20eq%20'ABAKERY'` |  | [page](https://beacon.acumatica.com/r/Integration-Develo

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Case | `PUT /entity/Default/26.200.001/Case?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Case

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|---|---|---|---| | Create a Case | `PUT /entity/Default/26.200.001/Case?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Case/Create-a-Case) | | Link a Case to Another Case | `P

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| Create a Case | `PUT /entity/Default/26.200.001/Case?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Case/Create-a-Case) |

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| Link a Case to Another Case | `PUT /entity/Default/26.200.001/Case? $expand=RelatedCases` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Case/Link-a-Case-to-Another-Case) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the Companies' Structure | `PUT /entity/Default/26.200.001/CompaniesStructure? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-Developm

Network accessline 131

| Retrieve the Companies' Structure | `PUT /entity/Default/26.200.001/CompaniesStructure? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/CompaniesStructure/Retrieve-the-Companies-

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve a Configuration Entry | `GET /entity/MANUFACTURING/26.200.001/ConfigurationEntry/AMC000001? $expand=Attributes,Features($expand=Options)` | Manufacturing and P

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| Retrieve a Configuration Entry | `GET /entity/MANUFACTURING/26.200.001/ConfigurationEntry/AMC000001? $expand=Attributes,Features($expand=Options)` | Manufacturing and Product Configurator | [page](https://beacon.acumatica.com/r/Integratio

Network accessline 141

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Contact with Attributes | `PUT /entity/Default/26.200.001/Contact?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/

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|---|---|---|---| | Create a Contact with Attributes | `PUT /entity/Default/26.200.001/Contact?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Contact/Create-a-Contact-with-Attr

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| Create a Contact with Attributes | `PUT /entity/Default/26.200.001/Contact?$expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Contact/Create-a-Contact-with-Attributes) |

Network accessline 144

| Deactivate a Contact | `PUT /entity/Default/26.200.001/Contact? $filter=FirstName%20eq%20'Brent'%20and%20LastName%20eq%20'Edds'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Contact/Deactivate

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| Retrieve the List of Contacts | `GET /entity/Default/26.200.001/Contact? $expand=Activities,Address,Attributes,Campaigns,Cases,Notifications,Opportunities& $filter=ContactID%20eq%20100073` |  | [page](https://beacon.acumatica.com/r/Integr

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| Link Multiple Contacts to a Customer | `PUT /entity/Default/26.200.001/Contact` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Contact/Link-Multiple-Contacts-to-a-Customer) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Customer | `PUT /entity/Default/26.200.001/Customer` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Customer/Create

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|---|---|---|---| | Create a Customer | `PUT /entity/Default/26.200.001/Customer` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Customer/Create-a-Customer) | | Retrieve the List of Customers with

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| Create a Customer | `PUT /entity/Default/26.200.001/Customer` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Customer/Create-a-Customer) |

Network accessline 153

| Retrieve the List of Customers with Contacts | `GET /entity/Default/26.200.001/Customer? $expand=MainContact($select=Email,Phone1;$expand=Address($select=AddressLine1,AddressLine2,City,State,PostalCode))& $select=CustomerID,CustomerName,C

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| Update a Customer | `PUT /entity/Default/26.200.001/Customer? $expand=MainContact,BillingContact($select=Email)& $select=CustomerID,CustomerClass& $filter=MainContact/Email%20eq%20'info@jevy-comp.con'` |  | [page](https://beacon.acumatica

Network accessline 155

| Enable Currency Overriding and Rate Overriding for a Customer | `PUT /entity/Default/26.200.001/Customer` | Inventory and Order Management and Multicurrency Accounting | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/

Network accessline 156

| Retrieve the Shipping Contact of a Customer | `GET /entity/Default/26.200.001/Customer? $expand=ShippingContact&$filter=CustomerID%20eq%20'ABAKERY'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Example

Network accessline 157

| Assign a Tax Zone to a Customer | `PUT /entity/Default/26.200.001/Customer? $select=CustomerID,TaxZone` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Customer/Assign-a-Tax-Zone-to-a-Customer) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Deduction Code | `PUT /entity/Default/26.200.001/DeductionBenefitCode` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Exampl

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| Create a Deduction Code | `PUT /entity/Default/26.200.001/DeductionBenefitCode` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/DeductionBenefitCode/Create-a-Deduction-Code) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Earning Type Code | `PUT /entity/Default/26.200.001/EarningTypeCode` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Example

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| Create an Earning Type Code | `PUT /entity/Default/26.200.001/EarningTypeCode` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/EarningTypeCode/Create-an-Earning-Type-Code) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Employee | `PUT /entity/Default/26.200.001/Employee` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Employee/Creat

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|---|---|---|---| | Create an Employee | `PUT /entity/Default/26.200.001/Employee` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Employee/Create-an-Employee) | | Retrieve Information about an Emp

Network accessline 175

| Create an Employee | `PUT /entity/Default/26.200.001/Employee` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Employee/Create-an-Employee) |

Network accessline 176

| Retrieve Information about an Employee | `GET /entity/Default/26.200.001/Employee? $expand=ContactInfo,Delegates,EmployeeSettings,EmploymentHistory, FinancialSettings&$filter=EmployeeID eq 'EP00000001'` |  | [page](https://beacon.acumatic

Network accessline 180

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Employee Payroll Class | `PUT /entity/Default/26.200.001/EmployeePayrollClass? $expand=PayrollDefaults($expand=WorkLocations),PTODefaults` |  | [page](https:/

Network accessline 182

| Create an Employee Payroll Class | `PUT /entity/Default/26.200.001/EmployeePayrollClass? $expand=PayrollDefaults($expand=WorkLocations),PTODefaults` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Example

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Specify the Employee Payroll Settings | `PUT /entity/Default/26.200.001/EmployeePayrollSettings` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guid

Network accessline 187

|---|---|---|---| | Specify the Employee Payroll Settings | `PUT /entity/Default/26.200.001/EmployeePayrollSettings` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/EmployeePayrollSettings/Specify-

Network accessline 188

| Specify the Employee Payroll Settings | `PUT /entity/Default/26.200.001/EmployeePayrollSettings` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/EmployeePayrollSettings/Specify-the-Employee-Payro

Network accessline 189

| Update Work Locations in the Employee Payroll Settings | `PUT /entity/Default/26.200.001/EmployeePayrollSettings? $expand=WorkLocations($expand=WorkLocationDetails)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide

Network accessline 190

| Specify Employment Records in the Employee Payroll Settings | `PUT /entity/Default/26.200.001/EmployeePayrollSettings? $expand=EmploymentRecords` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/E

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Inventory Issue | `PUT /entity/Default/26.200.001/InventoryIssue?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/RES

Network accessline 195

|---|---|---|---| | Create an Inventory Issue | `PUT /entity/Default/26.200.001/InventoryIssue?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/InventoryIssue/Create-an-Inventory-Is

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| Create an Inventory Issue | `PUT /entity/Default/26.200.001/InventoryIssue?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/InventoryIssue/Create-an-Inventory-Issue) |

Network accessline 197

| Release an Inventory Issue | `POST /entity/Default/26.200.001/InventoryIssue/ReleaseInventoryIssue`<br>`GET /entity/Default/26.200.001/InventoryIssue/ReleaseInventoryIssue /status/2dd24788-3f54-4673-a040-bf55b6d04a00` |  | [page](https://

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the Available Quantity of an Inventory Item | `PUT /entity/Default/26.200.001/InventoryQuantityAvailable? $expand=Results` |  | [page](https://beacon.acumatica

Network accessline 203

| Retrieve the Available Quantity of an Inventory Item | `PUT /entity/Default/26.200.001/InventoryQuantityAvailable? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/InventoryQuanti

Network accessline 207

| Example | Request(s) | Features required | Page | |---|---|---|---| | Get a Summary of an Inventory Item | `PUT /entity/Default/26.200.001/InventorySummaryInquiry? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-De

Network accessline 209

| Get a Summary of an Inventory Item | `PUT /entity/Default/26.200.001/InventorySummaryInquiry? $expand=Results` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/InventorySummaryInquiry/Get-a-Summar

Network accessline 213

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create an Invoice with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/Invoice?$expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integr

Network accessline 214

|---|---|---|---| | Create an Invoice with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/Invoice?$expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Invoice/Cr

Network accessline 215

| Create an Invoice with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/Invoice?$expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Invoice/Create-an-Invoice-wi

Network accessline 216

| Retrieve the List of Invoices | `GET /entity/Default/26.200.001/Invoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Invoice/Retrieve-the-List-of-Invoices) |

Network accessline 217

| Release an AR Invoice | `POST /entity/Default/26.200.001/Invoice/ReleaseInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Invoice/Release-an-AR-Invoice) |

Network accessline 218

| Specify the Tax Zone for an Invoice | `PUT /entity/Default/26.200.001/Invoice? $select=*,CurrentDocument.TaxZoneID,CurrentDocument.DontPrint` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Invoi

Network accessline 222

| Example | Request(s) | Features required | Page | |---|---|---|---| | Override Values in the Item–Warehouse Details | `PUT /entity/Default/26.200.001/ItemWarehouse` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/

Network accessline 224

| Override Values in the Item–Warehouse Details | `PUT /entity/Default/26.200.001/ItemWarehouse` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/ItemWarehouse/Override-Values-in-the-Item-Warehouse-

Network accessline 228

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a GL Transaction with a Project Code That Does Not Produce a Project Transaction | `PUT /entity/Default/26.200.001/JournalTransaction?$expand=Details` |  | [page

Network accessline 230

| Create a GL Transaction with a Project Code That Does Not Produce a Project Transaction | `PUT /entity/Default/26.200.001/JournalTransaction?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-AP

Network accessline 234

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Lead | `PUT /entity/Default/26.200.001/Lead` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Lead/Create-a-Lead) |

Network accessline 236

| Create a Lead | `PUT /entity/Default/26.200.001/Lead` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Lead/Create-a-Lead) |

Network accessline 240

| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the List of Ledgers | `GET /entity/Default/26.200.001/Ledger? $expand=Branches($select=BranchID,BranchName,CompanyName),Companies($select=Company,CompanyName)&

Network accessline 242

| Retrieve the List of Ledgers | `GET /entity/Default/26.200.001/Ledger? $expand=Branches($select=BranchID,BranchName,CompanyName),Companies($select=Company,CompanyName)& $select=LedgerID` |  | [page](https://beacon.acumatica.com/r/Integrat

Network accessline 246

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Sales Order from an Opportunity | `POST /entity/Default/26.200.001/Opportunity/CreateOpportunitySalesOrder` |  | [page](https://beacon.acumatica.com/r/Integrat

Network accessline 247

|---|---|---|---| | Create a Sales Order from an Opportunity | `POST /entity/Default/26.200.001/Opportunity/CreateOpportunitySalesOrder` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Opportunity/

Network accessline 248

| Create a Sales Order from an Opportunity | `POST /entity/Default/26.200.001/Opportunity/CreateOpportunitySalesOrder` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Opportunity/Create-a-Sales-Ord

Network accessline 249

| Create a Business Account from an Opportunity | `POST /entity/Default/26.200.001/Opportunity/CreateAccountFromOpportunity` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Opportunity/Create-a-Bus

Network accessline 253

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Pay Group | `PUT /entity/Default/26.200.001/PayGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayGroup/Creat

Network accessline 255

| Create a Pay Group | `PUT /entity/Default/26.200.001/PayGroup` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayGroup/Create-a-Pay-Group) |

Network accessline 259

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Payment Without an Invoice or a Sales Order | `PUT /entity/Default/26.200.001/Payment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide

Network accessline 260

|---|---|---|---| | Create a Payment Without an Invoice or a Sales Order | `PUT /entity/Default/26.200.001/Payment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payment/Create-a-Payment-Without-

Network accessline 261

| Create a Payment Without an Invoice or a Sales Order | `PUT /entity/Default/26.200.001/Payment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payment/Create-a-Payment-Without-an-Invoice-or-a-Sa

Network accessline 262

| Create a Payment for an Invoice and a Sales Order | `PUT /entity/Default/26.200.001/Payment?$expand=OrdersToApply,DocumentsToApply` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payment/Create-

Network accessline 263

| Create a Payment with a Credit Card Transaction Imported from Another System | `PUT /entity/Default/26.200.001/Payment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payment/Create-a-Payment-wi

Network accessline 264

| Release a Payment | `POST /entity/Default/26.200.001/Payment/Release` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payment/Release-a-Payment) |

Network accessline 265

| Retrieve Payments One by One | `GET /entity/Default/26.200.001/Payment/Payment/000001? $select=ReferenceNbr,Type,Status,ApplicationDate &$expand=ApplicationHistory($select=DisplayDocType,DisplayRefNbr)` |  | [page](https://beacon.acumatic

Network accessline 269

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Payment Method | `PUT /entity/Default/26.200.001/PaymentMethod?$expand=AllowedCashAccounts` |  | [page](https://beacon.acumatica.com/r/Integration-Development-

Network accessline 271

| Create a Payment Method | `PUT /entity/Default/26.200.001/PaymentMethod?$expand=AllowedCashAccounts` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PaymentMethod/Create-a-Payment-Method) |

Network accessline 275

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Pay Period Schedule | `PUT /entity/Default/26.200.001/PayPeriod` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Pay

Network accessline 277

| Create a Pay Period Schedule | `PUT /entity/Default/26.200.001/PayPeriod` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayPeriod/Create-a-Pay-Period-Schedule) |

Network accessline 281

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Payroll Batch | `PUT /entity/Default/26.200.001/PayrollBatch` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Payrol

Network accessline 283

| Create a Payroll Batch | `PUT /entity/Default/26.200.001/PayrollBatch` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayrollBatch/Create-a-Payroll-Batch) |

Network accessline 287

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Union | `PUT /entity/Default/26.200.001/PayrollUnionLocal` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayrollUn

Network accessline 289

| Create a Union | `PUT /entity/Default/26.200.001/PayrollUnionLocal` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayrollUnionLocal/Create-a-Union) |

Network accessline 293

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Workers' Compensation Class Code | `PUT /entity/Default/26.200.001/PayrollWCCCode?$expand=WCCCodes` |  | [page](https://beacon.acumatica.com/r/Integration-Deve

Network accessline 295

| Create a Workers' Compensation Class Code | `PUT /entity/Default/26.200.001/PayrollWCCCode?$expand=WCCCodes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PayrollWCCCode/Create-a-Workers-Compen

Network accessline 299

| Example | Request(s) | Features required | Page | |---|---|---|---| | Update Dates in Production Orders | `PUT /entity/MANUFACTURING/26.200.001/ProductionOrderDatesProcess? $expand=Orders($expand=Operations)` | Manufacturing and Advanced

Network accessline 301

| Update Dates in Production Orders | `PUT /entity/MANUFACTURING/26.200.001/ProductionOrderDatesProcess? $expand=Orders($expand=Operations)` | Manufacturing and Advanced Planning and Scheduling (Classic) | [page](https://beacon.acumatica.co

Network accessline 305

| Example | Request(s) | Features required | Page | |---|---|---|---| | Update Dates in a Production Order | `PUT /entity/MANUFACTURING/26.200.001/ProductionOrderDetail? $expand=Operations` | Manufacturing and Advanced Planning and Scheduli

Network accessline 307

| Update Dates in a Production Order | `PUT /entity/MANUFACTURING/26.200.001/ProductionOrderDetail? $expand=Operations` | Manufacturing and Advanced Planning and Scheduling (Classic) | [page](https://beacon.acumatica.com/r/Integration-Devel

Network accessline 311

| Example | Request(s) | Features required | Page | |---|---|---|---| | Send a Pro Forma Invoice by Email | `POST /entity/Default/26.200.001/ProFormaInvoice/EmailProFormaInvoice`<br>`GET /entity/Default/26.200.001/ProFormaInvoice/EmailProFo

Network accessline 313

| Send a Pro Forma Invoice by Email | `POST /entity/Default/26.200.001/ProFormaInvoice/EmailProFormaInvoice`<br>`GET /entity/Default/26.200.001/ProFormaInvoice/EmailProFormaInvoice /status/a4caa455-0eed-4c11-a5a9-2a8333e53db1` |  | [page](h

Network accessline 317

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Project from a Project Template | `PUT /entity/Default/26.200.001/Project` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Ex

Network accessline 318

|---|---|---|---| | Create a Project from a Project Template | `PUT /entity/Default/26.200.001/Project` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Project/Create-a-Project-from-a-Project-Templ

Network accessline 319

| Create a Project from a Project Template | `PUT /entity/Default/26.200.001/Project` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Project/Create-a-Project-from-a-Project-Template) |

Network accessline 320

| Make a Project Active | `PUT /entity/Default/26.200.001/Project` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Project/Make-a-Project-Active) |

Network accessline 321

| Specify the Next Billing Date for a Project | `PUT /entity/Default/26.200.001/Project? $expand=BillingAndAllocationSettings` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Project/Specify-the-Ne

Network accessline 322

| Invoke Project Billing | `POST /entity/Default/26.200.001/Project/RunProjectBilling`<br>`GET /entity/Default/26.200.001/Project/RunProjectBilling /status/6952c6d1-04be-4330-a26e-c6b855ba332c` |  | [page](https://beacon.acumatica.com/r/Int

Network accessline 323

| Retrieve the List of Pro Forma Invoices of a Project | `GET /entity/Default/26.200.001/Project/TESTPR3?$expand=Invoices` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Project/Retrieve-the-List-

Network accessline 327

| Example | Request(s) | Features required | Page | |---|---|---|---| | Specify the Progress of a Project Task | `PUT /entity/Default/26.200.001/ProjectBudget` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-AP

Network accessline 329

| Specify the Progress of a Project Task | `PUT /entity/Default/26.200.001/ProjectBudget` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/ProjectBudget/Specify-the-Progress-of-a-Project-Task) |

Network accessline 333

| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve a Project Task | `GET /entity/Default/26.200.001/ProjectTask? $filter=ProjectID%20eq%20'TESTPR3'%20and%20ProjectTaskID%20eq%20'PHASE1'` |  | [page](https://bea

Network accessline 334

|---|---|---|---| | Retrieve a Project Task | `GET /entity/Default/26.200.001/ProjectTask? $filter=ProjectID%20eq%20'TESTPR3'%20and%20ProjectTaskID%20eq%20'PHASE1'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/RE

Network accessline 335

| Retrieve a Project Task | `GET /entity/Default/26.200.001/ProjectTask? $filter=ProjectID%20eq%20'TESTPR3'%20and%20ProjectTaskID%20eq%20'PHASE1'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Pr

Network accessline 336

| Activate a Project Task | `POST /entity/Default/26.200.001/ProjectTask/Activate` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/ProjectTask/Activate-a-Project-Task) |

Network accessline 340

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a PTO Bank | `PUT /entity/Default/26.200.001/PTOBank` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PTOBank/Create-a

Network accessline 342

| Create a PTO Bank | `PUT /entity/Default/26.200.001/PTOBank` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PTOBank/Create-a-PTO-Bank) |

Network accessline 346

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseOrder? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-

Network accessline 347

|---|---|---|---| | Create a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseOrder? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseOrder/Create-a-Purchase-Order)

Network accessline 348

| Create a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseOrder? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseOrder/Create-a-Purchase-Order) |

Network accessline 349

| Create a Purchase Order with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/PurchaseOrder? $expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseOrder/C

Network accessline 353

| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Purchase Receipt from a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integrati

Network accessline 354

|---|---|---|---| | Create a Purchase Receipt from a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseRecei

Network accessline 355

| Create a Purchase Receipt from a Purchase Order | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseReceipt/Create-a-Purcha

Network accessline 356

| Create a Purchase Receipt with Allocations (with Location) | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details($expand=Allocations)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples

Network accessline 357

| Create a Purchase Receipt with Allocations (with Expiration Dates) | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details($expand=Allocations)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-

Network accessline 358

| Create a Purchase Return from a Purchase Receipt Record | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseReceipt/Create-

Network accessline 359

| Create a Purchase Return from a Purchase Receipt | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseReceipt/Create-a-Purch

Network accessline 360

| Create a Purchase Return for Particular Items | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseReceipt/Create-a-Purchase

Network accessline 361

| Create a Purchase Receipt in a Non-Base Currency | `PUT /entity/Default/26.200.001/PurchaseReceipt` | Inventory and Order Management and Multicurrency Accounting | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-A

Network accessline 362

| Create a Transfer Receipt with Allocations for a Transfer Order | `PUT /entity/Default/26.200.001/PurchaseReceipt? $expand=Details($expand=Allocations)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Exa

Network accessline 363

| Release a Purchase Receipt | `POST /entity/Default/26.200.001/PurchaseReceipt/ReleasePurchaseReceipt` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/PurchaseReceipt/Release-a-Purchase-Receipt) |

Network accessline 367

| Example | Request(s) | Features required | Page | |---|---|---|---| | Remove a Sales Invoice from Hold | `PUT /entity/Default/26.200.001/SalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examp

Network accessline 368

|---|---|---|---| | Remove a Sales Invoice from Hold | `PUT /entity/Default/26.200.001/SalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Remove-a-Sales-Invoice-from-Hold) |

Network accessline 369

| Remove a Sales Invoice from Hold | `PUT /entity/Default/26.200.001/SalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Remove-a-Sales-Invoice-from-Hold) |

Network accessline 370

| Invoke Release of an Invoice | `POST /entity/Default/26.200.001/SalesInvoice/ReleaseSalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Invoke-Release-of-an-Invoice) |

Network accessline 371

| Retrieve the Status of the Release Operation | `GET /entity/Default/26.200.001/SalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Retrieve-the-Status-of-the-Release-Operat

Network accessline 372

| Check the Status of a Sales Invoice | `GET /entity/Default/26.200.001/SalesInvoice/Invoice/INV000046 ?$select=ReferenceNbr,Type,Status` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoic

Network accessline 373

| Create a Sales Invoice from a Sales Order | `PUT /entity/Default/26.200.001/SalesInvoice?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Create-a-Sales-Invoice-from-

Network accessline 374

| Create a Direct Sales Invoice That Includes a Return | `PUT /entity/Default/26.200.001/SalesInvoice?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Create-a-Direct-S

Network accessline 375

| Create a Sales Invoice in a Non-Base Currency | `PUT /entity/Default/26.200.001/SalesInvoice?$expand=Details` | Inventory and Order Management, Multicurrency Accounting, and Advanced SO Invoices | [page](https://beacon.acumatica.com/r/Int

Network accessline 376

| Create a Credit Memo | `PUT /entity/Default/26.200.001/SalesInvoice?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Create-a-Credit-Memo) |

Network accessline 377

| Release a Credit Memo | `POST /entity/Default/26.200.001/SalesInvoice/ReleaseSalesInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesInvoice/Release-a-Credit-Memo) |

Network accessline 381

| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve a List of Sales Orders with Details and Related Shipments | `GET /entity/Default/26.200.001/SalesOrder? $expand=Details($select=InventoryID,OrderQty,UnitPrice)

Network accessline 382

|---|---|---|---| | Retrieve a List of Sales Orders with Details and Related Shipments | `GET /entity/Default/26.200.001/SalesOrder? $expand=Details($select=InventoryID,OrderQty,UnitPrice),Shipments($select=InvoiceNbr,ShipmentNbr)&$filter=C

Network accessline 383

| Retrieve a List of Sales Orders with Details and Related Shipments | `GET /entity/Default/26.200.001/SalesOrder? $expand=Details($select=InventoryID,OrderQty,UnitPrice),Shipments($select=InvoiceNbr,ShipmentNbr)&$filter=CustomerID eq 'C000

Network accessline 384

| Retrieve a List of Sales Orders in Multiple Batches | `GET /entity/Default/26.200.001/SalesOrder? $filter=CustomerID eq 'C000000003'& $select=OrderNbr,OrderType,CustomerID,OrderTotal&$top=5&$skip=5` |  | [page](https://beacon.acumatica.co

Network accessline 385

| Retrieve a Sales Order by Using the Values of Specific Fields | `GET /entity/Default/26.200.001/SalesOrder? $expand=Details($select=InventoryID,WarehouseID)& $select=OrderNbr,OrderType& $filter=OrderType eq 'SO' and CustomerOrder eq 'SO24

Network accessline 386

| Create a Sales Order with the Unit of Measure Specified | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sales-Or

Network accessline 387

| Create a Sales Order with a Credit Card Payment | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details,Payments` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sales-O

Network accessline 388

| Create a Sales Order with a Captured Credit Card Payment | `PUT /entity/Default/26.200.001/SalesOrder?$expand=Payments` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sales-O

Network accessline 389

| Create a Sales Order with an Authorized Credit Card Payment | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Payments` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sal

Network accessline 390

| Create a Sales Order with an External Credit Card Payment | `PUT /entity/Default/26.200.001/SalesOrder?$expand=Payments` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sales-

Network accessline 391

| Create a Sales Order with Tax Parameters Overridden | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details,TaxDetails` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-S

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| Create a Sales Order with Allocations | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details($expand=Allocations)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Sales

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| Create a Return for Credit for Multiple Invoices | `PUT /entity/Default/26.200.001/SalesOrder?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Return-for-Credi

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| Create a Return for Credit for Items with Lot or Serial Numbers | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details($expand=Allocations)` | Inventory and Order Management and Lot and Serial Tracking | [page](https://beacon.acuma

Network accessline 395

| Create a Return for Credit Without Validation of the Card Refund Against the Original Transaction | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details,Payments` |  | [page](https://beacon.acumatica.com/r/Integration-Development-G

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| Create an RMA Order for a Return | `PUT /entity/Default/26.200.001/SalesOrder?$expand=Details` | Inventory and Order Management and Advanced SO Invoices | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Exampl

Network accessline 397

| Update the Detail Lines of a Sales Order | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details($select=OrderQty,InventoryID)& $select=OrderType,OrderNbr,OrderedQty,OrderTotal` |  | [page](https://beacon.acumatica.com/r/Integration

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| Update Allocations in a Return for Credit | `PUT /entity/Default/26.200.001/SalesOrder? $expand=Details($expand=Allocations)` | Inventory and Order Management and Lot and Serial Tracking | [page](https://beacon.acumatica.com/r/Integration

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| Apply Discounts to a Sales Order | `POST /entity/Default/26.200.001/SalesOrder/AutoRecalculateDiscounts` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Apply-Discounts-to-a-Sales-Orde

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| Create a Shipment from a Sales Order | `POST /entity/Default/26.200.001/SalesOrder/SalesOrderCreateShipment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Shipment-from-a-Sa

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| Create a Shipment with the Receipt Operation Type | `POST /entity/Default/26.200.001/SalesOrder/SalesOrderCreateReceipt` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Shipme

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| Create a Shipment for a Replacement | `POST /entity/Default/26.200.001/SalesOrder/SalesOrderCreateShipment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/SalesOrder/Create-a-Shipment-for-a-Repl

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve a Service Order | `GET /entity/Default/26.200.001/ServiceOrder? $filter=ServiceOrderNbr%20eq%20'000019'` |  | [page](https://beacon.acumatica.com/r/Integration

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| Retrieve a Service Order | `GET /entity/Default/26.200.001/ServiceOrder? $filter=ServiceOrderNbr%20eq%20'000019'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/ServiceOrder/Retrieve-a-Service-O

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Shipment for Sales Orders | `PUT /entity/Default/26.200.001/Shipment? $select=Type,ShipmentNbr,Status& $expand=Details($select=InventoryID)` |  | [page](https:

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|---|---|---|---| | Create a Shipment for Sales Orders | `PUT /entity/Default/26.200.001/Shipment? $select=Type,ShipmentNbr,Status& $expand=Details($select=InventoryID)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Gui

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| Create a Shipment for Sales Orders | `PUT /entity/Default/26.200.001/Shipment? $select=Type,ShipmentNbr,Status& $expand=Details($select=InventoryID)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Exampl

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| Create a Shipment for Two Sales Orders with Allocations and Package Specifications | `PUT /entity/Default/26.200.001/Shipment? $expand=Details($expand=Allocations),Packages($expand=PackageContents)` | Inventory and Order Management, Multi

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| Read the Tracking Number from a Shipment | `GET /entity/Default/26.200.001/Shipment? $expand=Packages($select=TrackingNbr) &$filter=ShipmentNbr%20eq%20'000001'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST

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| Write the Tracking Number to a Shipment | `PUT /entity/Default/26.200.001/Shipment? $expand=Packages($select=TrackingNbr)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Shipment/Write-the-Track

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| Update the Freight Cost or Price | `PUT /entity/Default/26.200.001/Shipment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Shipment/Update-the-Freight-Cost-or-Price) |

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| Create Separate Shipments for Each Sales Order | `PUT /entity/Default/26.200.001/Shipment?$expand=Details` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Shipment/Create-Separate-Shipments-for-E

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| Confirm a Shipment | `POST /entity/Default/26.200.001/Shipment/ConfirmShipment` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Shipment/Confirm-a-Shipment) |

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| Prepare an Invoice for a Shipment | `POST /entity/Default/26.200.001/Shipment/PrepareInvoice` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Shipment/Prepare-an-Invoice-for-a-Shipment) |

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| Retrieve an Invoice Related to a Shipment | `GET /entity/Default/26.200.001/Shipment? $expand=Orders($select=InvoiceNbr,InvoiceType)&$filter=ShipmentNbr eq '000069'& $select=ShipmentNbr` |  | [page](https://beacon.acumatica.com/r/Integrat

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the List of Modified Stock Items | `GET /entity/Default/26.200.001/StockItem? $expand=WarehouseDetails($select=WarehouseID,QtyOnHand)& $select=InventoryID,Desc

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|---|---|---|---| | Retrieve the List of Modified Stock Items | `GET /entity/Default/26.200.001/StockItem? $expand=WarehouseDetails($select=WarehouseID,QtyOnHand)& $select=InventoryID,Description,ItemClass,BaseUOM& $filter=ItemStatus eq 'AC

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| Retrieve the List of Modified Stock Items | `GET /entity/Default/26.200.001/StockItem? $expand=WarehouseDetails($select=WarehouseID,QtyOnHand)& $select=InventoryID,Description,ItemClass,BaseUOM& $filter=ItemStatus eq 'AC' and LastModified

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| Retrieve Stock Items with Attributes | `GET /entity/Default/26.200.001/StockItem/APL-16OZ-GBT? $expand=Attributes` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/StockItem/Retrieve-Stock-Items-w

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| Retrieve Unit Conversion Rules from a Stock Item | `GET /entity/Default/26.200.001/StockItem/PLUMJAM96? $expand=UOMConversions` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/StockItem/Retrieve-

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| Retrieve Stock Items with Prices and Quantities by Warehouse | `GET /entity/Default/26.200.001/StockItem? $filter=DefaultWarehouseID%20eq%20'WHOLESALE'&$expand=WarehouseDetails($select=QtyOnHand,WarehouseID) &$select=DefaultPrice` |  | [p

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| Retrieve the List of Attachments of a Stock Item | `GET /entity/Default/26.200.001/StockItem/AAMACHINE1? $select=InventoryID,files&$expand=files` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/S

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| Retrieve the File Attached to a Stock Item | `GET /entity/Default/26.200.001/files /9be45eb7-f97d-400b-96a5-1c4cf82faa96` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/StockItem/Retrieve-the-Fi

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| Create a Stock Item with Attributes | `PUT /entity/Default/26.200.001/StockItem? $select=InventoryID& $expand=Attributes($select=AttributeDescription,Value)` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-AP

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| Add a Note to a Stock Item | `PUT /entity/Default/26.200.001/StockItem? $select=InventoryID` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/StockItem/Add-a-Note-to-a-Stock-Item) |

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| Obtain the URL for Attaching a File | `GET /entity/Default/26.200.001/StockItem/AALEGO500? $select=InventoryID` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/StockItem/Obtain-the-URL-for-Attach

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| Attach a File to a Stock Item | `PUT /entity/Default/26.200.001/files/PX.Objects.IN.InventoryItemMaint/ Item/cae53ce0-1614-e511-9b82-c86000dddf0b/T2MCRO.jpg` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-AP

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Update a Tax Category | `PUT /entity/Default/26.200.001/TaxCategory` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/TaxCateg

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| Update a Tax Category | `PUT /entity/Default/26.200.001/TaxCategory` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/TaxCategory/Update-a-Tax-Category) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Read Employee Time Activities | `GET /entity/Default/26.200.001/TimeEntry` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Ti

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|---|---|---|---| | Read Employee Time Activities | `GET /entity/Default/26.200.001/TimeEntry` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/TimeEntry/Read-Employee-Time-Activities) | | Write Emp

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| Read Employee Time Activities | `GET /entity/Default/26.200.001/TimeEntry` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/TimeEntry/Read-Employee-Time-Activities) |

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| Write Employee Time Activities | `PUT /entity/Default/26.200.001/TimeEntry` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/TimeEntry/Write-Employee-Time-Activities) |

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| Search for Time Entries by Date | `GET /entity/Default/26.200.001/TimeEntry? $filter=cf.DateTime('Items.Date') ge 2024-10-23T00:00:00.000%2B04%3A00 and cf.DateTime('Items.Date') le 2024-10-25T23%3A59%3A59.999%2B04%3A00& $select=Date,Proje

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Retrieve the List of Vendors | `GET /entity/Default/26.200.001/Vendor? $filter=CashAccount%20eq%20'10200TG'` |  | [page](https://beacon.acumatica.com/r/Integration-Deve

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|---|---|---|---| | Retrieve the List of Vendors | `GET /entity/Default/26.200.001/Vendor? $filter=CashAccount%20eq%20'10200TG'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Vendor/Retrieve-the-

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| Retrieve the List of Vendors | `GET /entity/Default/26.200.001/Vendor? $filter=CashAccount%20eq%20'10200TG'` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Vendor/Retrieve-the-List-of-Vendors) |

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| Create a Vendor | `PUT /entity/Default/26.200.001/Vendor` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/Vendor/Create-a-Vendor) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Work Calendar | `PUT /entity/Default/26.200.001/WorkCalendar` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/WorkCa

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| Create a Work Calendar | `PUT /entity/Default/26.200.001/WorkCalendar` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/WorkCalendar/Create-a-Work-Calendar) |

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| Example | Request(s) | Features required | Page | |---|---|---|---| | Create a Work Location | `PUT /entity/Default/26.200.001/WorkLocation?$expand=AddressInfo` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST

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| Create a Work Location | `PUT /entity/Default/26.200.001/WorkLocation?$expand=AddressInfo` |  | [page](https://beacon.acumatica.com/r/Integration-Development-Guide/REST-API-Examples/WorkLocation/Create-a-Work-Location) |

`skills/acumatica-assistant/references/rest/rest-api-guide.md`

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- Base URL of an endpoint: `http(s)://<instance URL>/entity/<Endpoint name>/<Endpoint version>/`. The instance   URL includes the site name when the instance is not at the root (`https://my.acumatica.com/MyInstance`).   (Topics: *Endpoints

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URL includes the site name when the instance is not at the root (`https://my.acumatica.com/MyInstance`).   (Topics: *Endpoints and Contracts*, every *Basic Requests* topic.) - **System endpoints** are preconfigured, named `Default`, and the

`skills/acumatica-assistant/scripts/build_endpoint_reference.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/acumatica-assistant/scripts/build_examples_catalogue.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```
Network accessline 18
```
BASE = "https://beacon.acumatica.com"
```

`skills/acumatica-assistant/scripts/build_odata_metadata_ref.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

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EDM = "http://docs.oasis-open.org/odata/ns/edm"

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EDMX = "http://docs.oasis-open.org/odata/ns/edmx"

`skills/acumatica-assistant/scripts/bundle_util.py`

Executable scriptline 1
```
Executable file
```

`skills/acumatica-assistant/scripts/fetch_beacon_guide.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 31

BASE = "https://beacon.acumatica.com" UA = "Mozilla/5.0 (compatible; claude-skills maintenance fetch; +https://github.com/fdtaljaard/claude-skills)"

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UA = "Mozilla/5.0 (compatible; claude-skills maintenance fetch; +https://github.com/fdtaljaard/claude-skills)"

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def get(url):     req = urllib.request.Request(url, headers={"User-Agent": UA, "Accept": "application/json, text/html"})

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req = urllib.request.Request(url, headers={"User-Agent": UA, "Accept": "application/json, text/html"})

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with urllib.request.urlopen(req, timeout=60) as r:

`skills/acumatica-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/cin7-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

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"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

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"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

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"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

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```
"url": "https://github.com/fdtaljaard"
```
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```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

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"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant",

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"repository": "https://github.com/fdtaljaard/claude-skills",

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"repository": "https://github.com/fdtaljaard/claude-skills",

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],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",

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],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",

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"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",

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"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/cin7-assistant#readme",

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"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

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"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/cin7-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification).

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The source is the API Blueprint export of the Cin7 Core developer portal, https://dearinventory.docs.apiary.io/ (Apiary serves the `.apib` behind the "Download" / raw link of the documentation; the file starts with

Network accessline 48

(Apiary serves the `.apib` behind the "Download" / raw link of the documentation; the file starts with `FORMAT: 1A` and `HOST: https://inventory.dearsystems.com/ExternalApi/v2/`). Keep it outside the repository, for example `../cin7-source/

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`FORMAT: 1A` and `HOST: https://inventory.dearsystems.com/ExternalApi/v2/`). Keep it outside the repository,

`skills/cin7-assistant/README.md`

Network accessline 19

Through the [Claude Code](https://www.claude.com/product/claude-code) plugin marketplace:

Network accessline 47

against your systems. The maintenance scripts in `scripts/` are never used to answer questions and work on local files only. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.c

Network accessline 49

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/cin7-assistant/SKILL.md`

Network accessline 13

> **Version disclaimer:** the bundled references are an extraction of the **Cin7 Core developer portal** > (API v2, `https://inventory.dearsystems.com/ExternalApi/v2/`) as exported on **2026-10-07**. The portal carries

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> (API v2, `https://inventory.dearsystems.com/ExternalApi/v2/`) as exported on **2026-10-07**. The portal carries

Network accessline 77

`Request body:` / `Response 200:` fences of that action. Resolve a status or type value in `enums.md`. Never    read `groups/sale.md`, `groups/purchase.md` or `groups/production.md` whole. 4. **Build the request from the rules**: base URL `

Network accessline 78

read `groups/sale.md`, `groups/purchase.md` or `groups/production.md` whole. 4. **Build the request from the rules**: base URL `https://inventory.dearsystems.com/ExternalApi/v2/<path>`;    headers `api-auth-accountid`, `api-auth-application

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4. **Build the request from the rules**: base URL `https://inventory.dearsystems.com/ExternalApi/v2/<path>`;

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which reference file backed each protocol fact, which field, value and path names came from which group    file, which statuses the stage requires, and which items need confirmation on the account (modules,    settings, custom attributes, r

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file, which statuses the stage requires, and which items need confirmation on the account (modules,    settings, custom attributes, rows flagged as inconsistent). Offer a test plan (Postman or curl against a    trial account) as a follow-up

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settings, custom attributes, rows flagged as inconsistent). Offer a test plan (Postman or curl against a

`skills/cin7-assistant/evals/evals.json`

Network accessline 6

"capability": "Core API (connect + delta list)",       "prompt": "We use Cin7 Core. Show me how to authenticate and fetch every sale that changed since yesterday, in C# or curl.",       "expected_output": "Uses base URL https://inventory.de

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"prompt": "We use Cin7 Core. Show me how to authenticate and fetch every sale that changed since yesterday, in C# or curl.",       "expected_output": "Uses base URL https://inventory.dearsystems.com/ExternalApi/v2/ with the api-auth-account

Network accessline 8

"expected_output": "Uses base URL https://inventory.dearsystems.com/ExternalApi/v2/ with the api-auth-accountid and api-auth-applicationkey headers (placeholders, no real values) and no token or sign-in step; calls GET /saleList with Update

`skills/cin7-assistant/references/core-api/INDEX.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (Cin7 Core Developer Portal, API Blueprint export) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/) | verified: 2026-10-07 -->

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| ID | Source | Role | Verified | |---|---|---|---| | `portal` | https://dearinventory.docs.apiary.io/ — "Cin7 Core Developer Portal", exported as API Blueprint (FORMAT 1A, `HOST: https://inventory.dearsystems.com/ExternalApi/v2/`), 31,529

Network accessline 80

| `portal` | https://dearinventory.docs.apiary.io/ — "Cin7 Core Developer Portal", exported as API Blueprint (FORMAT 1A, `HOST: https://inventory.dearsystems.com/ExternalApi/v2/`), 31,529 lines, downloaded 2026-10-07. The raw `.apib` is mai

`skills/cin7-assistant/references/core-api/api-basics.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (Cin7 Core Developer Portal, API Blueprint export: introduction, "Connecting to the API", "Pagination", "API Status Codes", "Date Format" sections and the group-level notes named per sectio

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| Fact | Value | Portal section | |---|---|---| | Product | Cin7 Core Inventory (web application at `https://inventory.dearsystems.com`) | API introduction |

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|---|---|---| | Product | Cin7 Core Inventory (web application at `https://inventory.dearsystems.com`) | API introduction | | Base URL | `https://inventory.dearsystems.com/ExternalApi/v2/` and append the endpoint name, e.g. `.../ExternalApi

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| Product | Cin7 Core Inventory (web application at `https://inventory.dearsystems.com`) | API introduction |

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| Base URL | `https://inventory.dearsystems.com/ExternalApi/v2/` and append the endpoint name, e.g. `.../ExternalApi/v2/me` | API introduction |

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| Scope | The API is a subset of the UI: check the endpoint list before promising a function | API introduction | | Accounts | A Cin7 Core account is needed; trial accounts may use the API | API introduction | | Previous version | A separat

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| Accounts | A Cin7 Core account is needed; trial accounts may use the API | API introduction | | Previous version | A separate "previous API version" (v1) is documented at `http://support.dearsystems.com/solution/folders/1000134185`; nothi

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| Previous version | A separate "previous API version" (v1) is documented at `http://support.dearsystems.com/solution/folders/1000134185`; nothing of it is bundled | Previous API version |

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| Fact | Value | Portal section | |---|---|---| | Credentials | an **Account ID** and an **API Application Key**, created on the API setup page inside Cin7 Core (`https://inventory.dearsystems.com/ExternalAPI`) | Connecting to the API |

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|---|---|---| | Credentials | an **Account ID** and an **API Application Key**, created on the API setup page inside Cin7 Core (`https://inventory.dearsystems.com/ExternalAPI`) | Connecting to the API | | Headers on every request | `api-aut

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| Credentials | an **Account ID** and an **API Application Key**, created on the API setup page inside Cin7 Core (`https://inventory.dearsystems.com/ExternalAPI`) | Connecting to the API |

`skills/cin7-assistant/references/core-api/common-mistakes.md`

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<!-- source: facts from the Cin7 Core Developer Portal (https://dearinventory.docs.apiary.io/) sections named per row; the "Looks like" column is the mistake an integrator makes, the "Rule" column is the portal's statement | version: Cin7 C

`skills/cin7-assistant/references/core-api/endpoints.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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One row per documented action (295 actions, 102 resources, 33 groups). Grep by path (`/sale/invoice`), method (`^\| DELETE`) or group. The link opens the group file at the action: parameters, request body and response body. Paths are relati

`skills/cin7-assistant/references/core-api/enums.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

`skills/cin7-assistant/references/core-api/groups/attribute-set.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Attribute Set` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on

`skills/cin7-assistant/references/core-api/groups/bank-accounts.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Bank Accounts` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 1 actions on

`skills/cin7-assistant/references/core-api/groups/brand.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Brand` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1 resour

`skills/cin7-assistant/references/core-api/groups/carrier.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Carrier` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1 reso

`skills/cin7-assistant/references/core-api/groups/chart-of-accounts.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Chart of Accounts` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions

`skills/cin7-assistant/references/core-api/groups/crm.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `CRM` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 16 actions on 6 resourc

`skills/cin7-assistant/references/core-api/groups/customer.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Customer` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 7 actions on 3 res

`skills/cin7-assistant/references/core-api/groups/disassembly.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Disassembly` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 6 actions on 3

`skills/cin7-assistant/references/core-api/groups/finished-goods.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Finished Goods` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 9 actions on

`skills/cin7-assistant/references/core-api/groups/fixed-asset-type.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Fixed Asset Type` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 3 actions

`skills/cin7-assistant/references/core-api/groups/inventory-write-off.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Inventory Write-Off` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 5 actio

`skills/cin7-assistant/references/core-api/groups/journal.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Journal` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1 reso

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"ContentType": "image/jpeg",           "FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jp

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"FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg"         }

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"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg"

`skills/cin7-assistant/references/core-api/groups/location.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Location` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1 res

`skills/cin7-assistant/references/core-api/groups/me.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Me` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 9 actions on 3 resources

`skills/cin7-assistant/references/core-api/groups/money-task.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Money Task` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 9 actions on 3 r

`skills/cin7-assistant/references/core-api/groups/other-models.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Other Models` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 0 actions on 0

`skills/cin7-assistant/references/core-api/groups/payment-term.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Payment Term` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1

`skills/cin7-assistant/references/core-api/groups/price-tiers.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Price Tiers` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 1 actions on 1

`skills/cin7-assistant/references/core-api/groups/product-categories.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Product Categories` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 action

`skills/cin7-assistant/references/core-api/groups/product-family.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

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Group `Product Family` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 6 actions on

Network accessline 138

"ContentType": "image/jpeg",           "FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=1172db1d-ae89-4c50-9842-1d7668b46280&ContentType=image/jpeg&FileName=1471081716149.jp

Network accessline 139

"FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=1172db1d-ae89-4c50-9842-1d7668b46280&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"         }

Network accessline 140

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=1172db1d-ae89-4c50-9842-1d7668b46280&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 437

"IsDefault": "true",     "FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 438

"FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"   },

Network accessline 439

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 444

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 445

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 446

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 471

"IsDefault": "false",     "FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 472

"FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"   },

Network accessline 473

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 478

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 479

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 480

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 498

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 499

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 500

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

`skills/cin7-assistant/references/core-api/groups/product-markup-prices.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Product Markup Prices` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 2 act

`skills/cin7-assistant/references/core-api/groups/product.md`

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<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Product` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 7 actions on 3 reso

Network accessline 265

"ContentType": "image/jpeg",                     "FileName": "1471081716149.jpg",                     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileN

Network accessline 266

"FileName": "1471081716149.jpg",                     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 267

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 835

"ContentType": "image/jpeg",           "FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileName=1471081716149.jp

Network accessline 836

"FileName": "1471081716149.jpg",           "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"         }

Network accessline 837

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3fd5df29-83d6-4576-9e81-27c3560dfc7c&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 881

"IsDefault": "true",     "FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 882

"FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"   },

Network accessline 883

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 888

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 889

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 890

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 915

"IsDefault": "false",     "FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 916

"FileName": "Test",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"   },

Network accessline 917

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=3ba9b33c-662a-4bed-935a-9e13e7535c88&ContentType=application/octet-stream&FileName=Test&isPublic=True"

Network accessline 922

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 923

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 924

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 942

"IsDefault": "false",     "FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 943

"FileName": "1471081716149.jpg",     "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"   }

Network accessline 944

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=e56e9d68-7da4-4a9e-ae12-fc2f00c05503&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

`skills/cin7-assistant/references/core-api/groups/production.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Production` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 46 actions on 10

`skills/cin7-assistant/references/core-api/groups/purchase.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Purchase` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 45 actions on 17 r

Network accessline 859

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 860

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 861

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2427

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2428

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 2429

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2456

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2457

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 2458

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2478

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2479

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 2480

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=990d6602-2f4a-432b-97e1-04a2f51f7036&ContentType=image/jpeg&FileName=1471081716149.jpg"

`skills/cin7-assistant/references/core-api/groups/reference-books.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Reference Books` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 19 actions

`skills/cin7-assistant/references/core-api/groups/sale.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Sale` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 38 actions on 14 resou

Network accessline 955

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 956

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 957

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 1557

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 1558

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 1559

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2130

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2131

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 2132

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2640

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 2641

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 2642

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4761

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4762

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 4763

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4790

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4791

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 4792

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4812

"ContentType": "image/jpeg",       "FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 4813

"FileName": "1471081716149.jpg",       "DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"     }

Network accessline 4814

"DownloadUrl": "https://example.api.url/Attachment/Download?ID=1a103e3e-9837-4294-8cc3-640ebb4fc387&ContentType=image/jpeg&FileName=1471081716149.jpg"

`skills/cin7-assistant/references/core-api/groups/stock.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Stock` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 17 actions on 7 resou

Network accessline 581

"ContentType": "image/jpeg",         "FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&is

Network accessline 582

"FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"       },

Network accessline 583

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 619

"ContentType": "image/jpeg",         "FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&is

Network accessline 620

"FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"       },

Network accessline 621

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 657

"ContentType": "image/jpeg",         "FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&is

Network accessline 658

"FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"       },

Network accessline 659

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 697

"ContentType": "image/jpeg",         "FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&is

Network accessline 698

"FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"       },

Network accessline 699

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

Network accessline 825

"ContentType": "image/jpeg",         "FileName": "https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9

Network accessline 826

"FileName": "https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9915-4880-8eeb-4653edc4d8d4&ContentTyp

Network accessline 827

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9915-4880-8eeb-4653edc4d8d4&ContentType=image/jpeg&FileName=https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg&i

Network accessline 957

"ContentType": "image/jpeg",         "FileName": "https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9

Network accessline 958

"FileName": "https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9915-4880-8eeb-4653edc4d8d4&ContentTyp

Network accessline 959

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=797441c2-9915-4880-8eeb-4653edc4d8d4&ContentType=image/jpeg&FileName=https%3a%2f%2fcdn.shopify.com%2fs%2ffiles%2f1%2f0838%2f5987%2fproducts%2fzc-04_10mm_col_1-2.jpeg&i

Network accessline 997

"ContentType": "image/jpeg",         "FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&is

Network accessline 998

"FileName": "1471081716149.jpg",         "DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"       },

Network accessline 999

"DownloadUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=4cbec873-444f-4831-8bdb-cf0d17ff36bf&ContentType=image/jpeg&FileName=1471081716149.jpg&isPublic=True"

`skills/cin7-assistant/references/core-api/groups/supplier.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Supplier` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 2 res

`skills/cin7-assistant/references/core-api/groups/tax.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Tax` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 3 actions on 1 resource

`skills/cin7-assistant/references/core-api/groups/templates.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Templates` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 1 actions on 1 re

`skills/cin7-assistant/references/core-api/groups/transactions.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Transactions` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 1 actions on 1

`skills/cin7-assistant/references/core-api/groups/unit-of-measure.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Unit of Measure` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions o

`skills/cin7-assistant/references/core-api/groups/webhooks.md`

Network accessline 1

<!-- source: https://dearinventory.docs.apiary.io/ (API Blueprint export, Cin7 Core Developer Portal) | version: Cin7 Core API v2 (https://inventory.dearsystems.com/ExternalApi/v2/), generated by scripts/build_core_api_reference.py | verifi

Network accessline 5

Group `Webhooks` of the Cin7 Core API reference. Base URL `https://inventory.dearsystems.com/ExternalApi/v2/`; every request carries the `api-auth-accountid` and `api-auth-applicationkey` headers (see `../api-basics.md`). 4 actions on 1 res

Network accessline 256

"TaskTypeSign": "0",                 "IsServiceOnly": "0",                 "DownloadFileLink": "<a href=\"https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=14710817

Network accessline 257

"IsServiceOnly": "0",                 "DownloadFileLink": "<a href=\"https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg" target=\"_blank\">14710817

Network accessline 258

"DownloadFileLink": "<a href=\"https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg" target=\"_blank\">1471081716149.jpg</a>",

Network accessline 259

"DownloadFileUrl":"https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg"

Network accessline 755

"ContentType": "image/jpeg",                 "BlobGUID": "6770AFD1-96FE-42CD-B2A1-682926BD4078",                 "DownloadFileUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=i

Network accessline 756

"BlobGUID": "6770AFD1-96FE-42CD-B2A1-682926BD4078",                 "DownloadFileUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg",

Network accessline 757

"DownloadFileUrl": "https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg",

Network accessline 758

"DownloadFileLink": "<a href=\"https://inventory.dearsystems.com/Attachment/Download?ID=8a720cdd-7871-42bb-8bfe-13cf6ea162a5&ContentType=image/jpeg&FileName=1471081716149.jpg" target=\"_blank\">1471081716149.jpg</a>",

Network accessline 811

"Name": "Sale order has been authorised",       "IsActive": false,       "ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 812

"IsActive": false,       "ExternalURL": "https://hookb.in/Zn8950P7",       "ExternalAuthorizationType": "basicauth",

Network accessline 813

"ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 840

"Type": "Sale/OrderAuthorised",   "IsActive": true,   "ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 841

"IsActive": true,   "ExternalURL": "https://hookb.in/Zn8950P7",   "ExternalAuthorizationType": "basicauth",

Network accessline 842

"ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 868

"Name": "Sale order has been authorised",       "IsActive": true,       "ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 869

"IsActive": true,       "ExternalURL": "https://hookb.in/Zn8950P7",       "ExternalAuthorizationType": "basicauth",

Network accessline 870

"ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 899

"Name": "Sale order has been authorised",   "IsActive": true,   "ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 900

"IsActive": true,   "ExternalURL": "https://hookb.in/Zn8950P7",   "ExternalAuthorizationType": "basicauth",

Network accessline 901

"ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 931

"Name": "Sale order has been authorised",       "IsActive": true,       "ExternalURL": "https://hookb.in/Zn8950P7",

Network accessline 932

"IsActive": true,       "ExternalURL": "https://hookb.in/Zn8950P7",       "ExternalAuthorizationType": "basicauth",

Network accessline 933

"ExternalURL": "https://hookb.in/Zn8950P7",

`skills/cin7-assistant/scripts/build_core_api_reference.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 4

python scripts/build_core_api_reference.py --apib <dearinventory.apib> --out references/core-api \         --verified YYYY-MM-DD [--source-url https://dearinventory.docs.apiary.io/]

Network accessline 5

--verified YYYY-MM-DD [--source-url https://dearinventory.docs.apiary.io/]

Network accessline 7

The input is the API Blueprint (`.apib`, FORMAT 1A) export of the Cin7 Core developer portal (https://dearinventory.docs.apiary.io/, "Cin7 Core Developer Portal", API v2 at

Network accessline 8

(https://dearinventory.docs.apiary.io/, "Cin7 Core Developer Portal", API v2 at

Network accessline 9

https://inventory.dearsystems.com/ExternalApi/v2/). The raw file stays outside the repository.

Dangerous shell operationline 61
```
rm = RESOURCE_RE.match(line)
```
Dangerous shell operationline 148
```
rm = RESOURCE_RE.match(line)
```

Network accessline 290

ap.add_argument("--out", required=True)     ap.add_argument("--verified", required=True)     ap.add_argument("--source-url", default="https://dearinventory.docs.apiary.io/")

Network accessline 291

ap.add_argument("--verified", required=True)     ap.add_argument("--source-url", default="https://dearinventory.docs.apiary.io/")     args = ap.parse_args()

Network accessline 292

ap.add_argument("--source-url", default="https://dearinventory.docs.apiary.io/")

`skills/cin7-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/quickbooksdesktop-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```
Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/quickbooksdesktop-assistant#readme",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/quickbooksdesktop-assistant/README.md`

Network accessline 80

against your systems. The maintenance script in `scripts/` is never used to answer questions and works on local files only. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.co

Network accessline 82

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/quickbooksdesktop-assistant/references/qbxml/INDEX.md`

Network accessline 11

**Not a complete field dump.** For the full field list of any object, the exact version a field was introduced, or anything not catalogued, open the object in the OSR and cite it: `https://developer.intuit.com/app/developer/qbdesktop/docs/a

Network accessline 12

introduced, or anything not catalogued, open the object in the OSR and cite it: `https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/qbdesktop` (and the OSR itself). See `MAINTENANCE.md` for bundling a real OSR export to

Network accessline 13

`https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/qbdesktop` (and the OSR itself).

`skills/sage200-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```
Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage200-assistant#readme",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/sage200-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification) — the checks below keep

`skills/sage200-assistant/README.md`

Network accessline 45

1. Get `sage200-assistant.skill` from the [Releases page](https://github.com/fdtaljaard/claude-skills/releases).

Network accessline 61

With the [skills CLI](https://agentskills.io):

Network accessline 71

git clone https://github.com/fdtaljaard/claude-skills.git

Network accessline 102

against your systems. The maintenance scripts in `scripts/` are never used to answer questions and work on local files only. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.c

Network accessline 104

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/sage200-assistant/scripts/build_sdk_ref.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Possible obfuscationline 141

s = html.unescape(s).replace("\xa0", " ").replace("<U+FEFF>", " ")

Possible obfuscationline 173

s = html.unescape(s).replace("<U+FEFF>", " ").replace("\xa0", " ")

`skills/sage200-assistant/scripts/bundle_util.py`

Executable scriptline 1
```
Executable file
```

`skills/sage200-assistant/scripts/dump_enums.ps1`

Executable scriptline 1
```
Executable file
```

`skills/sage200-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sage300-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```
Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sage300-assistant#readme",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/sage300-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification) —

Network accessline 99

1. Download `https://docs.sage.com/docs/en/customer/300erp/<year>/open/Sage300_CompatibilityGuide.pdf` into

`skills/sage300-assistant/README.md`

Network accessline 45

1. Get `sage300-assistant.skill` from the    [Releases page](https://github.com/fdtaljaard/claude-skills/releases). To build it yourself from this

Network accessline 46

[Releases page](https://github.com/fdtaljaard/claude-skills/releases). To build it yourself from this

Network accessline 56

With the [skills CLI](https://agentskills.io):

Network accessline 66

git clone https://github.com/fdtaljaard/claude-skills.git

Network accessline 101

against your systems. The maintenance scripts in `scripts/` are never used to answer questions and work on local files only. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.c

Network accessline 103

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/sage300-assistant/references/dotnet/api/classes-view.md`

Network accessline 559
```
public bool Fetch(
```
Network accessline 569
```
public bool Fetch(
```
Network accessline 1487
```
public bool Fetch(
```

`skills/sage300-assistant/references/dotnet/view-api.md`

Network accessline 29

Order is **Init → Open → OpenDBLink**, and `Init` **must be first** — calling anything before it yields obscure errors ([opening-sessions](https://smist08.wordpress.com/2012/12/15/opening-sage-300-erp-sessions/),

Network accessline 30

obscure errors ([opening-sessions](https://smist08.wordpress.com/2012/12/15/opening-sage-300-erp-sessions/),

Network accessline 31

[intro](https://smist08.wordpress.com/2013/10/12/an-introduction-to-the-sage-300-erp-net-api/)).

Network accessline 77

corrupts documents. The reliable way to get the exact open+compose sequence is to **macro-record the real Sage   desktop UI** performing the operation and translate the recorded view IDs/order to C#   ([composing-views](https://smist08.word

Network accessline 78

desktop UI** performing the operation and translate the recorded view IDs/order to C#   ([composing-views](https://smist08.wordpress.com/2013/10/27/composing-views-in-the-sage-300-erp-net-api/); Sage   R&D: "Composing Views in the Sage 300

Network accessline 79

([composing-views](https://smist08.wordpress.com/2013/10/27/composing-views-in-the-sage-300-erp-net-api/); Sage

Network accessline 85

Sources: [starting-to-program](https://smist08.wordpress.com/2013/10/20/starting-to-program-the-sage-300-erp-views-in-net/),

Network accessline 86

[view-protocols](https://smist08.wordpress.com/2013/11/02/using-the-sage-300-erp-view-protocols-with-net/),

Network accessline 87

[performance-2](https://smist08.wordpress.com/2015/03/14/performance-and-the-sage-300-views-part-2/).

Network accessline 94

| `Read(bool lock)` | Read the record for the current key. Pass **`false`** normally. `Read(true)` **locks and throws** unless inside `TransactionBegin/Commit`. | | `GoTop()` / `GoNext()` | Forward navigation; return `bool` (`true` = a reco

Network accessline 95

| `GoTop()` / `GoNext()` | Forward navigation; return `bool` (`true` = a record was returned). | | `Browse(filter, ascending)` + `Fetch(bool lock)` | Set a filter, then loop `Fetch` until it returns `false`. `RecordClear()` first. Preferred

Network accessline 96

| `Browse(filter, ascending)` + `Fetch(bool lock)` | Set a filter, then loop `Fetch` until it returns `false`. `RecordClear()` first. Preferred for filtered iteration. |

Network accessline 117

From [view-protocols](https://smist08.wordpress.com/2013/11/02/using-the-sage-300-erp-view-protocols-with-net/)

Network accessline 132

### 5a. Reading / querying (reports, lookups) Open the view `ReadOnly`, `RecordClear()`, `Browse(filter, true)`, loop `while (view.Fetch(false)) { read

Network accessline 133

Open the view `ReadOnly`, `RecordClear()`, `Browse(filter, true)`, loop `while (view.Fetch(false)) { read

Network accessline 139

Sources: [optional-fields](https://smist08.wordpress.com/2014/01/04/sage-300-erp-optional-fields/),

Network accessline 140

[performance-2](https://smist08.wordpress.com/2015/03/14/performance-and-the-sage-300-views-part-2/).

Network accessline 237

Source: [error-reporting](https://smist08.wordpress.com/2013/12/06/error-reporting-in-sage-300-erp/).

Network accessline 263

## Primary sources (verified 2026-09-25) - Intro to the .NET API — https://smist08.wordpress.com/2013/10/12/an-introduction-to-the-sage-300-erp-net-api/

Network accessline 264

- Intro to the .NET API — https://smist08.wordpress.com/2013/10/12/an-introduction-to-the-sage-300-erp-net-api/

Network accessline 265

- Opening sessions — https://smist08.wordpress.com/2012/12/15/opening-sage-300-erp-sessions/

Network accessline 266

- Starting to program the views — https://smist08.wordpress.com/2013/10/20/starting-to-program-the-sage-300-erp-views-in-net/

Network accessline 267

- Composing views — https://smist08.wordpress.com/2013/10/27/composing-views-in-the-sage-300-erp-net-api/

Network accessline 268

- View protocols — https://smist08.wordpress.com/2013/11/02/using-the-sage-300-erp-view-protocols-with-net/

Network accessline 269

- Error reporting — https://smist08.wordpress.com/2013/12/06/error-reporting-in-sage-300-erp/ - Optional fields — https://smist08.wordpress.com/2014/01/04/sage-300-erp-optional-fields/ - Performance part 2 (transactions, Browse/Fetch, Filte

Network accessline 270

- Optional fields — https://smist08.wordpress.com/2014/01/04/sage-300-erp-optional-fields/ - Performance part 2 (transactions, Browse/Fetch, FilterDelete) — https://smist08.wordpress.com/2015/03/14/performance-and-the-sage-300-views-part-2/

Network accessline 271

- Performance part 2 (transactions, Browse/Fetch, FilterDelete) — https://smist08.wordpress.com/2015/03/14/performance-and-the-sage-300-views-part-2/

Network accessline 272

- Helper APIs — https://smist08.wordpress.com/2014/07/19/using-the-sage-300-net-helper-apis/

Network accessline 273

- Sage R&D, Composing Views in the Sage 300 .Net API — https://communityhub.sage.com/us/sage300/b/sage_300_erp_r_and_d/posts/composing-views-in-the-sage-300-erp-net-api

`skills/sage300-assistant/references/release-notes/2023.md`

Network accessline 1

<!-- source: https://help.sage300.com/en-us/2023/classic/Content/ReleaseDocs/ReleaseNotes.htm + .../TechnicalInformation.htm (pages published December 29, 2025; cover 2023.0 through PU10) | version: Sage 300 2023 = AOM 7.0A | verified: 2026

`skills/sage300-assistant/references/release-notes/2024.md`

Network accessline 1

<!-- source: https://help.sage300.com/en-us/2024/classic/Content/ReleaseDocs/ReleaseNotes.htm + .../TechnicalInformation.htm (pages published April 24, 2026; cover 2024.0 through PU9) | version: Sage 300 2024 = AOM 7.1A | verified: 2026-09-

`skills/sage300-assistant/references/release-notes/2025.md`

Network accessline 1

<!-- source: https://help.sage300.com/en-us/2025/classic/Content/ReleaseDocs/ReleaseNotes.htm + .../TechnicalInformation.htm (pages published September 10, 2026; cover 2025.0 through PU6) | version: Sage 300 2025 = AOM 7.2A | verified: 2026

`skills/sage300-assistant/references/release-notes/2026.md`

Network accessline 1

<!-- source: https://help.sage300.com/en-us/2026/classic/Content/ReleaseDocs/ReleaseNotes.htm + .../TechnicalInformation.htm (pages published September 14, 2026; cover 2026.0 through PU3) | version: Sage 300 2026 = AOM 7.3A | verified: 2026

`skills/sage300-assistant/references/upgrades/compatibility-guides.md`

Network accessline 1

<!-- source: https://docs.sage.com/docs/en/customer/300erp/<YEAR>/open/Sage300_CompatibilityGuide.pdf for 2023 (ed. March 6, 2025), 2024 (ed. November 4, 2025), 2025 (ed. May 21, 2026), 2026 (ed. May 21, 2026) | version: Sage 300 2023–2026

`skills/sage300-assistant/references/upgrades/upgrade-guide.md`

Network accessline 42

| Document | URL pattern | |---|---| | Release Notes (features + important upgrade warnings per version and PU) | `https://help.sage300.com/en-us/<YEAR>/classic/Content/ReleaseDocs/ReleaseNotes.htm` |

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|---|---| | Release Notes (features + important upgrade warnings per version and PU) | `https://help.sage300.com/en-us/<YEAR>/classic/Content/ReleaseDocs/ReleaseNotes.htm` | | Technical Information (program fixes, upgrade-from rule, known i

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| Release Notes (features + important upgrade warnings per version and PU) | `https://help.sage300.com/en-us/<YEAR>/classic/Content/ReleaseDocs/ReleaseNotes.htm` |

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| Technical Information (program fixes, upgrade-from rule, known issues, PU workstation-setup rule) | `https://help.sage300.com/en-us/<YEAR>/classic/Content/ReleaseDocs/TechnicalInformation.htm` |

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| Compatibility Guide PDF (SQL Server / Windows / Office matrix) | `https://docs.sage.com/docs/en/customer/300erp/<YEAR>/open/Sage300_CompatibilityGuide.pdf` |

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| Installation & Administration Guide PDF | `https://docs.sage.com/docs/en/customer/300erp/<YEAR>/open/Sage300_InstallationGuide.pdf` |

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| Upgrade Guide PDF | `https://docs.sage.com/docs/en/customer/300erp/<YEAR>/open/Sage300_UpgradeGuide.pdf` |

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| Enhanced Security guide (2024+) | `https://docs.sage.com/docs/en/customer/300erp/2024/open/Sage300EnhancedSecurityForV2024.pdf` |

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| Documentation index (all versions) | `https://docs.sage.com/docs/en/customer/300erp/Documentation.htm` |

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| Community announcements (release/PU availability) | `https://communityhub.sage.com/us/sage300/f/announcements` |

`skills/sage300-assistant/scripts/build_compose_graphs.py`

Executable scriptline 1
```
Executable file
```
Dangerous shell operationline 82
```
rm = roto_re.search(cells[0])
```

`skills/sage300-assistant/scripts/build_dict.py`

Executable scriptline 1
```
Executable file
```

`skills/sage300-assistant/scripts/build_dict_html.py`

Executable scriptline 1
```
Executable file
```

`skills/sage300-assistant/scripts/build_dotnet_api.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Possible obfuscationline 30

s = html.unescape(s).replace("<U+FEFF>", " ").replace("\xa0", " ")

`skills/sage300-assistant/scripts/build_dotnet_api_tree.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Possible obfuscationline 88

s = s.replace("<U+FEFF>", " ").replace("\xa0", " ")

`skills/sage300-assistant/scripts/build_index.py`

Executable scriptline 1
```
Executable file
```

`skills/sage300-assistant/scripts/extract_pdf_text.py`

Executable scriptline 1
```
Executable file
```

`skills/sage300-assistant/scripts/extract_release_notes.py`

Executable scriptline 1
```
Executable file
```

`skills/sageintacct-assistant/.claude-plugin/plugin.json`

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"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

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"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

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"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

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"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

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```
"url": "https://github.com/fdtaljaard"
```
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```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

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"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant",

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"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant",

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"repository": "https://github.com/fdtaljaard/claude-skills",

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"repository": "https://github.com/fdtaljaard/claude-skills",

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],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",

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],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",

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"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",

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"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sageintacct-assistant#readme",

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"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

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"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

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"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/sageintacct-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification).

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The sources are the developer portal (https://developer.intacct.com/, static pages listed in its `sitemap.xml`)

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and Sage's request schema repository (https://github.com/Intacct/intacct_dtd, `v3.0/api.xsd`, Apache 2.0, kept

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Planned capabilities (candidates), in order of value: **the REST API** (Sage's strategic surface; its OpenAPI specification is published at https://developer.sage.com/intacct/docs/openapi/, a site that refuses automated

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specification is published at https://developer.sage.com/intacct/docs/openapi/, a site that refuses automated

`skills/sageintacct-assistant/README.md`

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Through the [Claude Code](https://www.claude.com/product/claude-code) plugin marketplace:

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signs in to the Sage Intacct XML API with credentials the maintainer sets in environment variables, to read object definitions from a clean developer company. Your conversation with Claude is covered by Anthropic's terms and privacy policy.

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definitions from a clean developer company. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

Network accessline 53

privacy policy. See [PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full

`skills/sageintacct-assistant/SKILL.md`

Network accessline 86

read exactly that range of the `fields-NN.md` bundle; grep a bundle for `` `FIELD` `` to find every object with that    field. Never read a section file or a bundle whole. 4. **Build the request from the rules**: `POST https://api.intacct.c

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field. Never read a section file or a bundle whole. 4. **Build the request from the rules**: `POST https://api.intacct.com/ia/xml/xmlgw.phtml` (then the session's    endpoint), `Content-Type: application/xml`; `control` with `senderid`, `pa

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4. **Build the request from the rules**: `POST https://api.intacct.com/ia/xml/xmlgw.phtml` (then the session's

`skills/sageintacct-assistant/references/xml-api/INDEX.md`

Network accessline 1

<!-- source: https://developer.intacct.com/ (Sage Intacct developer portal, XML API reference and guides) and https://github.com/Intacct/intacct_dtd (v3.0/api.xsd) | version: Sage Intacct XML Web Services, DTD 3.0 (the portal states no rele

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| ID | Source | Role | Verified | |---|---|---|---| | `portal` | https://developer.intacct.com/ — Sage Intacct developer portal. 275 pages cached by `scripts/fetch_developer_portal.py` (the API Reference: 17 section index pages and 197 obje

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|---|---|---|---| | `portal` | https://developer.intacct.com/ — Sage Intacct developer portal. 275 pages cached by `scripts/fetch_developer_portal.py` (the API Reference: 17 section index pages and 197 object pages; the Web Services guides;

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| `portal` | https://developer.intacct.com/ — Sage Intacct developer portal. 275 pages cached by `scripts/fetch_developer_portal.py` (the API Reference: 17 section index pages and 197 object pages; the Web Services guides; Platform, Customi

Network accessline 67

| `schema` | https://github.com/Intacct/intacct_dtd — `v3.0/api.xsd` (Apache 2.0), the schema the gateway validates 3.0 requests against; commit 89275604db of 2024-05-07; copy in `sources/sageintacct-assistant/api.v3.0.xsd` | `functions.md`

`skills/sageintacct-assistant/references/xml-api/api-basics.md`

Network accessline 1

<!-- source: https://developer.intacct.com/ (Sage Intacct developer portal: XML Web Services Overview, XML Requests, XML Responses, Error Handling, XML Functions, Queries, Parameter Formats, Synchronous or Asynchronous Response Types, Your

Network accessline 14

| Surface described here | The **XML Web Services API** (the "XML API"): HTTP POST of an XML document to the Web Services gateway | XML Web Services Overview | | Status | Sage labels the XML API reference **"(Legacy)"**. The portal's home p

Network accessline 15

| Status | Sage labels the XML API reference **"(Legacy)"**. The portal's home page says: "We continue to release new objects and features using the REST API"; the API Reference index says: "If an object or function is not included in the A

Network accessline 16

| REST API | A separate surface at https://developer.sage.com/intacct/docs/ (OAuth 2.0, JSON). Sage's schema repository states the REST API is **generally available since 2025 Release 1 (February 2025)** and that the XML DTD/XSD schemas are

Network accessline 26

| Licence | A Web Services developer licence provides a **sender ID and password** (Web Services credentials). A sender ID can be authorised for more than one company; its use is tracked in an audit history report. | Overview, Requirements

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| Company side | The company administrator must enable the Web Services subscription (Company > Admin > Subscriptions), **authorise the sender ID** for the company (Company Configuration, Security tab, Web Services authorizations list), and

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| Endpoint | `https://api.intacct.com/ia/xml/xmlgw.phtml` initially; `getAPISession` returns the endpoint to use afterwards (§ 4). | Overview, Endpoint |

`skills/sageintacct-assistant/references/xml-api/common-mistakes.md`

Network accessline 1

<!-- source: facts from the Sage Intacct developer portal (https://developer.intacct.com/) as curated in api-basics.md, functions.md and the objects/ reference pages named per row; the "Looks like" column is the mistake an integrator makes,

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| # | Looks like | Why it is wrong | Rule (reference) | |---|---|---|---| | 1 | `GET https://api.intacct.com/ia/xml/xmlgw.phtml?...`, or `Content-Type: application/json` with a JSON body | The gateway takes HTTP POST of an XML document only

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|---|---|---|---| | 1 | `GET https://api.intacct.com/ia/xml/xmlgw.phtml?...`, or `Content-Type: application/json` with a JSON body | The gateway takes HTTP POST of an XML document only; GET has been blocked since 15 January 2023 and JSON is

Network accessline 10

| 1 | `GET https://api.intacct.com/ia/xml/xmlgw.phtml?...`, or `Content-Type: application/json` with a JSON body | The gateway takes HTTP POST of an XML document only; GET has been blocked since 15 January 2023 and JSON is not accepted. | `

`skills/sageintacct-assistant/references/xml-api/functions.md`

Network accessline 1

<!-- source: https://github.com/Intacct/intacct_dtd (v3.0/api.xsd, Apache 2.0, commit 89275604db of 2024-05-07), generated by scripts/build_functions_reference.py | version: Sage Intacct XML Web Services request schema, DTD 3.0 | verified:

`skills/sageintacct-assistant/references/xml-api/objects.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

`skills/sageintacct-assistant/references/xml-api/objects/accounts-payable.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Accounts Payable* of the XML API reference at https://developer.intacct.com/api/accounts-payable/: 14 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes,

Network accessline 27

Source: https://developer.intacct.com/api/accounts-payable/ap-account-labels/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APACCOUNTLABEL`.

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|---|---|---|---| | object | Required | string | Use `APACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `APACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 89

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/accounts-payable/ap-adjustments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APADJUSTMENT`, `APADJUSTMENTITEM`.

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|---|---|---|---| | object | Required | string | Use `APADJUSTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

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| object | Required | string | Use `APADJUSTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| customfields | Optional | array of `customfield` | Custom fields | | inclusivetax | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`trx_amount`) for the adjustment line and the tra

Network accessline 637

| inclusivetax | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`trx_amount`) for the adjustment line and the transaction tax (`trx_tax`) for the tax entry based on the value supplie

Network accessline 638

| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

Network accessline 664

| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 665

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 666

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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| amount | Optional | currency | Transaction amount. If supplying multiple lines, amounts must be all positive or all negative, not mixed. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [l

Network accessline 819

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 848

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 882

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 986

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/accounts-payable/ap-payments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APPYMT`, `APPYMTDETAIL`, `APPAYMENT`, `APPAYMENTREQUEST`.

Network accessline 1003

See the AP Payment [entity relationship diagram](https://developer.intacct.com/entity-relationship-diagrams/ap-payment/) for a high level understanding of the `APPYMT` payment object.

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|---|---|---|---| | object | Required | string | Use `APPYMT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `APPYMT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 1061

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1062

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1063

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1161

For a sample query that shows bills available to pay for a given vendor, see [List Bills](https://developer.intacct.com/api/accounts-payable/bills/#query-and-list-bills).

Network accessline 1300

|---|---|---|---| | FINANCIALENTITY | Optional | string | Financial entity from which the payment will be paid. Can be omitted when creating a credit-only payment. For all other payments, provide a checking account ID, a savings account ID,

Network accessline 1301

| FINANCIALENTITY | Optional | string | Financial entity from which the payment will be paid. Can be omitted when creating a credit-only payment. For all other payments, provide a checking account ID, a savings account ID, or a charge card

Network accessline 1302

| PAYMENTPROVIDER | Optional | string | Name of an electronic [payment provider](https://developer.intacct.com/api/accounts-payable/payment-provider-payment-method/) for your company. Requires the Outbound Payment Services subscription. (Ea

Network accessline 1303

| PAYMENTMETHOD | Optional | string | Payment method. Can be omitted when creating a credit-only payment. For all other payments, provide one of the following: - `Printed Check`<br>- `Joint Check` - `PAYMENTREQUESTMETHOD` must be set to `bi

Network accessline 1517

|---|---|---|---| | object | Required | string | Use `APPYMTDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 1518

| object | Required | string | Use `APPYMTDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 1519

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1521

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1522

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1709

| item1099 | Optional | boolean | Form 1099. Use `false` for No, `true` for Yes. Vendor must be set up for 1099s. | | departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location]

Network accessline 1710

| departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | pro

Network accessline 1711

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1806

|---|---|---|---| | object | Required | string | Use `APPAYMENTREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 1807

| object | Required | string | Use `APPAYMENTREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 1808

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1809

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1810

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1811

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2109

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2116

Source: https://developer.intacct.com/api/accounts-payable/ap-summaries/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APBILLBATCH`.

Network accessline 2183

|---|---|---|---| | object | Required | string | Use `APBILLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 2184

| object | Required | string | Use `APBILLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 2185

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2186

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2187

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2188

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2427

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2434

Source: https://developer.intacct.com/api/accounts-payable/ap-terms/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APTERM`.

Network accessline 2489

|---|---|---|---| | object | Required | string | Use `APTERM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 2490

| object | Required | string | Use `APTERM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 2491

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2492

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2493

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2494

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2723

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2730

Source: https://developer.intacct.com/api/accounts-payable/bills/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APBILL`, `APBILLITEM`.

Network accessline 2821

|---|---|---|---| | object | Required | string | Use `APBILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 2822

| object | Required | string | Use `APBILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 2823

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2824

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2825

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2826

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3002

| INCLUSIVETAX | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`TRX_AMOUNT`) for the bill line and the transaction tax (`TRX_TAX`) for the tax entry based on the value supplied for

Network accessline 3003

| ACTION | Optional | string | Action to execute on create.- `Submit` (default)<br>- `Draft` | | TAXSOLUTIONID | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is con

Network accessline 3004

| TAXSOLUTIONID | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

Network accessline 3021

| BILLABLE | Optional | boolean | Billable. - `false` - No (default)<br>- `true` - Yes | | ALLOCATION | Optional | string | Allocation ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.co

Network accessline 3022

| ALLOCATION | Optional | string | Allocation ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPAR

Network accessline 3023

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3044

| Name | Required | Type | Description | |---|---|---|---| | DETAILID | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3045

|---|---|---|---| | DETAILID | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | TRX_TAX | Optional | currency | Transaction tax, which is your man

Network accessline 3046

| DETAILID | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3228

| billitems | Required | array of [lineitem](#bills--create_bill.lineitem) | Bill lines, must have at least 1. | | inclusivetax | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`trx_

Network accessline 3230

| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

Network accessline 3269

| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 3270

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3271

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3308

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3309

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 3310

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3420

| BILLABLE | Optional | boolean | Billable. - `false` - No (default)<br>- `true` - Yes | | ALLOCATION | Optional | string | Allocation ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.co

Network accessline 3421

| ALLOCATION | Optional | string | Allocation ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPAR

Network accessline 3422

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3444

|---|---|---|---| | RECORDNO | Optional | integer | Record number of an existing tax entry (associated with this line) that you want to modify. You can omit this parameter to create a new tax entry. | | DETAILID | Required | string | Unique

Network accessline 3445

| RECORDNO | Optional | integer | Record number of an existing tax entry (associated with this line) that you want to modify. You can omit this parameter to create a new tax entry. | | DETAILID | Required | string | Unique ID of a [tax deta

Network accessline 3446

| DETAILID | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3542

| amount | Optional | currency | Transaction amount | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 3543

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3544

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3573

| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 3574

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3575

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3603

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3604

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 3605

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3763

|---|---|---|---| | object | Required | string | Use `APBILLITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 3764

| object | Required | string | Use `APBILLITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 3765

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3766

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3767

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3768

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3827

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3834

Source: https://developer.intacct.com/api/accounts-payable/joint-payee/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APBILLJOINTPAYEE`.

Network accessline 3905

|---|---|---|---| | object | Required | string | Use `APBILLJOINTPAYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 3906

| object | Required | string | Use `APBILLJOINTPAYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 3907

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3908

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3909

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3910

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4060

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4067

Source: https://developer.intacct.com/api/accounts-payable/payment-provider-bank-account/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROVIDERBANKACCOUNT`.

Network accessline 4124

|---|---|---|---| | object | Required | string | Use `PROVIDERBANKACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 4125

| object | Required | string | Use `PROVIDERBANKACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 4126

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4127

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4128

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4129

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4269

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4276

Source: https://developer.intacct.com/api/accounts-payable/payment-provider-payment-method/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROVIDERPAYMENTMETHOD`.

Network accessline 4284

After confirming the payment provider information, you can associate a [vendor](https://developer.intacct.com/api/accounts-payable/payment-provider-vendor/) and a [bank account](https://developer.intacct.com/api/accounts-payable/payment-pro

Network accessline 4336

|---|---|---|---| | object | Required | string | Use `PROVIDERPAYMENTMETHOD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 4337

| object | Required | string | Use `PROVIDERPAYMENTMETHOD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 4338

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4339

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4340

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4341

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4400

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4407

Source: https://developer.intacct.com/api/accounts-payable/payment-provider-vendor/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROVIDERVENDOR`.

Network accessline 4415

Alternatively, you can create this linkage using the create and update functions on the [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) object.

Network accessline 4466

|---|---|---|---| | object | Required | string | Use `PROVIDERVENDOR` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 4467

| object | Required | string | Use `PROVIDERVENDOR` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 4468

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4469

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4470

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4471

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4594

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4601

Source: https://developer.intacct.com/api/accounts-payable/recurring-bills/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APRECURBILL`, `APRECURBILLENTRY`.

Network accessline 4663

|---|---|---|---| | object | Required | string | Use `APRECURBILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 4664

| object | Required | string | Use `APRECURBILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 4665

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4666

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4667

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4668

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| amount | Required | currency | Transaction amount | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

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| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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|---|---|---|---| | object | Required | string | Use `APRECURBILLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `APRECURBILLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/accounts-payable/vendor-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `VENDORGROUP`.

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|---|---|---|---| | object | Required | string | Use `VENDORGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

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| object | Required | string | Use `VENDORGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 5054

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5056

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5142

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Source: https://developer.intacct.com/api/accounts-payable/vendor-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `VENDTYPE`.

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|---|---|---|---| | object | Required | string | Use `VENDTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| object | Required | string | Use `VENDTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5206

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5292

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Source: https://developer.intacct.com/api/accounts-payable/vendors/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `VENDOR`, `VENDOREMAILTEMPLATE`, `VENDORVISIBILITY`.

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|---|---|---|---| | object | Required | string | Use `VENDOR` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `VENDOR` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 5364

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5366

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| PYMTCOUNTRYCODE | Optional | string | Country code for a vendor. Required if the vendor is to receive bank file payments. Choose `AU`, `ZA`, or `GB`. (AU, GB, ZA only) | | VENDORBANKFILEDETAILS | Optional | VENDORBANKFILEDETAIL[] | Vendor

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| VENDORBANKFILEDETAILS | Optional | VENDORBANKFILEDETAIL[] | Vendor bank file payment details. The values you provide are validated if `FILEPAYMENTSERVICE` is set to `BANKFILE`. (AU, GB, ZA only) | | PROVIDERVENDORS | Optional | PROVIDERVE

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| PROVIDERVENDORS | Optional | PROVIDERVENDOR[] | Electronic payment providers to link to this vendor. You can also create a [PROVIDERVENDOR](https://developer.intacct.com/api/accounts-payable/payment-provider-vendor/#create-payment-provide

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| PYMTCOUNTRYCODE | Optional | string | Country code for a vendor. Required if the vendor is to receive bank file payments. Choose `AU`, `ZA`, or `GB`. (AU, GB, ZA only) | | VENDORBANKFILEDETAILS | Optional | VENDORBANKFILEDETAIL[] | Vendor

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| VENDORBANKFILEDETAILS | Optional | VENDORBANKFILEDETAIL[] | Vendor bank file payment details. The values you provide are validated if `FILEPAYMENTSERVICE` is set to `BANKFILE`. (AU, GB, ZA only) | | PROVIDERVENDORS | Optional | PROVIDERVE

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| PROVIDERVENDORS | Optional | PROVIDERVENDOR[] | Electronic payment providers to link to this vendor. If this parameter is omitted, the original set remains intact. If you supply new elements, these **replace** the original set. You can al

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When vendor approval is enabled, new and recently edited vendors are automatically submitted to an approval queue. Designated approvers review those vendors and either approve or decline them. For more information, see [About vendor approva

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|---|---|---|---| | object | Required | string | Use `VENDOREMAILTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 6591

| object | Required | string | Use `VENDOREMAILTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 6592

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6593

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6594

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6595

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6704

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/accounts-receivable.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Accounts Receivable* of the XML API reference at https://developer.intacct.com/api/accounts-receivable/: 16 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, n

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Source: https://developer.intacct.com/api/accounts-receivable/ar-account-labels/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARACCOUNTLABEL`.

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|---|---|---|---| | object | Required | string | Use `ARACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `ARACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 91

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 93

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 351

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/accounts-receivable/ar-adjustments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARADJUSTMENT`, `ARADJUSTMENTITEM`.

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|---|---|---|---| | object | Required | string | Use `ARADJUSTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

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| object | Required | string | Use `ARADJUSTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 422

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 424

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 425

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| exchrate | Optional | currency | Exchange rate value. Do not use if `exchangeratetype` is set. | | nogl | Optional | boolean | Do not post to GL. Use `false` for No, `true` for Yes. (Default: `false`) | | taxsolutionid | Optional | string

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| nogl | Optional | boolean | Do not post to GL. Use `false` for No, `true` for Yes. (Default: `false`) | | taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the com

Network accessline 585

| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

Network accessline 619

| amount | Required | currency | Transaction amount. Use a positive number to create a debit memo or a negative number to create a credit memo. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an acti

Network accessline 620

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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| amount | Required | currency | Transaction amount | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 765

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| amount | Required | currency | Transaction amount. Use a positive number to create a debit memo or a negative number to create a credit memo. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an acti

Network accessline 790

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 822

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 823

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | object | Required | string | Use `ARADJUSTMENTITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 919

| object | Required | string | Use `ARADJUSTMENTITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 920

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 922

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 983

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Source: https://developer.intacct.com/api/accounts-receivable/ar-advances/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARADVANCE`.

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Use [`ARPYMT`](https://developer.intacct.com/api/accounts-receivable/ar-payments/) to apply advances against invoices after invoices are created.

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|---|---|---|---| | object | Required | string | Use `ARADVANCE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 1053

| object | Required | string | Use `ARADVANCE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 1054

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1056

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `ARADVANCE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 1085

| object | Required | string | Use `ARADVANCE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 1086

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1087

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1088

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| TRX_AMOUNT | Required | currency | Transaction amount of line | | ENTRYDESCRIPTION | Optional | string | Memo | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/loca

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| ENTRYDESCRIPTION | Optional | string | Memo | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPARTME

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| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1325

| TRX_AMOUNT | Required | currency | Transaction amount of line | | ENTRYDESCRIPTION | Optional | string | Memo | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/loca

Network accessline 1326

| ENTRYDESCRIPTION | Optional | string | Memo | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPARTME

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| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1342

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/accounts-receivable/ar-aging/ (Sage Intacct XML API reference, verified 2026-10-13).

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Detailed AR aging information can be obtained by creating a [custom report](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=TOC_custom_reports) on the Customer AR Aging object. From the API, you would then [run the custo

Network accessline 1401

| customerid | Optional | string | Customer ID | | invoiceno | Optional | string | Invoice number | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requi

Network accessline 1402

| invoiceno | Optional | string | Invoice number | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

Network accessline 1403

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1421

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Network accessline 1428

Source: https://developer.intacct.com/api/accounts-receivable/ar-payments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARPYMT`, `ARPAYMENT`.

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An `ARPYMT` is composed of header information and one or more payment detail (`ARPYMTDETAIL`) objects. A payment detail object can specify either the invoice or debit memo as a whole (header level), or it can specify a line item. A payment

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|---|---|---|---| | object | Required | string | Use `ARPYMT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `ARPYMT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 1495

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1497

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1886

| CURRENCY | Required | string | Transaction currency code | | BASECURR | Optional | string | Base currency code | | UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALE

Network accessline 1887

| BASECURR | Optional | string | Base currency code | | UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALENTITY`) or summary (`PRBATCH`). You can [record the deposit](

Network accessline 1888

| UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALENTITY`) or summary (`PRBATCH`). You can [record the deposit](https://developer.intacct.com/api/cash-management/depo

Network accessline 2023

| CURRENCY | Optional | string | Transaction currency code | | BASECURR | Optional | string | Base currency code | | UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALE

Network accessline 2024

| BASECURR | Optional | string | Base currency code | | UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALENTITY`) or summary (`PRBATCH`). You can [record the deposit](

Network accessline 2025

| UNDEPOSITEDACCOUNTNO | Optional | string | Undeposited funds account. Required if not using a financial entity (`FINANCIALENTITY`) or summary (`PRBATCH`). You can [record the deposit](https://developer.intacct.com/api/cash-management/depo

Network accessline 2173

| batchkey | Optional | integer | AR payment summary record number to add this payment to. Required if not using `bankaccountid` or `undepfundsacct`. | | bankaccountid | Optional | string | Bank account ID. Required if not using `undepfunds

Network accessline 2174

| bankaccountid | Optional | string | Bank account ID. Required if not using `undepfundsacct` or `batchkey`. | | undepfundsacct | Optional | string | Undeposited funds GL account. Required if not using `bankaccountid` or `batchkey`. You can

Network accessline 2175

| undepfundsacct | Optional | string | Undeposited funds GL account. Required if not using `bankaccountid` or `batchkey`. You can [record the deposit](https://developer.intacct.com/api/cash-management/deposits/#record_deposit) so that your

Possible obfuscationline 2229

- <U+200B>To apply a negative invoice or invoice with an inline credit, use the `RECORDNO` from the `ARINVOICE` object.

Network accessline 2379

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Network accessline 2386

Source: https://developer.intacct.com/api/accounts-receivable/ar-summaries/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARINVOICEBATCH`.

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|---|---|---|---| | object | Required | string | Use `ARINVOICEBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 2456

| object | Required | string | Use `ARINVOICEBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 2457

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2458

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2459

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2460

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2740

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Network accessline 2747

Source: https://developer.intacct.com/api/accounts-receivable/ar-terms/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARTERM`.

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|---|---|---|---| | object | Required | string | Use `ARTERM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 2805

| object | Required | string | Use `ARTERM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 2806

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2807

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2808

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2809

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3038

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Network accessline 3045

Source: https://developer.intacct.com/api/accounts-receivable/customer-bank-accounts/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 3160

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Network accessline 3167

Source: https://developer.intacct.com/api/accounts-receivable/customer-charge-cards/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 3401

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Network accessline 3408

Source: https://developer.intacct.com/api/accounts-receivable/customer-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CUSTOMERGROUP`, `CUSTOMER`.

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|---|---|---|---| | object | Required | string | Use `CUSTOMERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 3480

| object | Required | string | Use `CUSTOMERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 3481

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3482

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3483

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3484

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3569

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3576

Source: https://developer.intacct.com/api/accounts-receivable/customer-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CUSTTYPE`.

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|---|---|---|---| | object | Required | string | Use `CUSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

Network accessline 3632

| object | Required | string | Use `CUSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 3633

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3634

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3635

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3636

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3721

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Network accessline 3728

Source: https://developer.intacct.com/api/accounts-receivable/customers/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CUSTOMER`, `CUSTOMEREMAILTEMPLATE`, `CUSTOMERVISIBILITY`.

Network accessline 3798

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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|---|---|---|---| | select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count`

Network accessline 3800

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3801

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3802

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4845

|---|---|---|---| | object | Required | string | Use `CUSTOMEREMAILTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 4846

| object | Required | string | Use `CUSTOMEREMAILTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 4847

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4848

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4849

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4850

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4983

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Network accessline 4990

Source: https://developer.intacct.com/api/accounts-receivable/dunning/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `DUNNINGDEFINITION`.

Network accessline 5101

To find what email or print templates are available to assign to a particular dunning level, use the [Email template API](https://developer.intacct.com/api/accounts-receivable/customers/#query-and-list-customer-email-templates)

Network accessline 5148

To find what email or print templates are available to assign to a particular dunning level, use the [Email template API](https://developer.intacct.com/api/accounts-receivable/customers/#query-and-list-customer-email-templates)

Network accessline 5175

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Network accessline 5182

Source: https://developer.intacct.com/api/accounts-receivable/invoices/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARINVOICE`.

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|---|---|---|---| | object | Required | string | Use `ARINVOICE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 5246

| object | Required | string | Use `ARINVOICE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 5247

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5248

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5249

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5250

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5594

| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 5595

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 5596

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 5630

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 5631

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 5632

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 5727

| amount | Optional | currency | Transaction amount | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 5728

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 5729

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 5756

| allocationid | Optional | string | Allocation ID | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if comp

Network accessline 5757

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 5758

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 5792

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 5793

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is your man

Network accessline 5794

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 5876

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5883

Source: https://developer.intacct.com/api/accounts-receivable/recurring-invoices/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ARRECURINVOICE`, `ARRECURINVOICEENTRY`.

Network accessline 5947

|---|---|---|---| | object | Required | string | Use `ARRECURINVOICE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 5948

| object | Required | string | Use `ARRECURINVOICE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 5949

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5950

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5951

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5952

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6180

| amount | Required | currency | Transaction amount | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 6181

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 6182

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 6208

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 6209

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | object | Required | string | Use `ARRECURINVOICEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `ARRECURINVOICEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/accounts-receivable/territories/ (Sage Intacct XML API reference, verified 2026-10-13).

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`skills/sageintacct-assistant/references/xml-api/objects/cash-management.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Cash Management* of the XML API reference at https://developer.intacct.com/api/cash-management/: 12 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XM

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Source: https://developer.intacct.com/api/cash-management/ach-bank-configs/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ACHBANK`.

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|---|---|---|---| | object | Required | string | Use `ACHBANK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `ACHBANK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/cash-management/bank-feeds/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `BANKACCTTXNFEED`.

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When you create a bank feed, the bank transactions become available for matching against existing transactions during [reconciliation](https://developer.intacct.com/api/cash-management/checking-accounts/#create-checking-account-reconciliati

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|---|---|---|---| | object | Required | string | Use `BANKACCTTXNFEED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

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| object | Required | string | Use `BANKACCTTXNFEED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/cash-management/bank-interest-charges/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `BANKFEE`, `BANKFEEENTRY`.

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|---|---|---|---| | object | Required | string | Use `BANKFEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `BANKFEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `BANKFEEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

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| object | Required | string | Use `BANKFEEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/cash-management/charge-card-accounts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CREDITCARD`.

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|---|---|---|---| | object | Required | string | Use `CREDITCARD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| object | Required | string | Use `CREDITCARD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/cash-management/charge-card-transactions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CCTRANSACTION`, `CCTRANSACTIONENTRY`.

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|---|---|---|---| | object | Required | string | Use `CCTRANSACTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

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| object | Required | string | Use `CCTRANSACTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| paymentamount | Required | currency | Transaction amount. Do not supply if inclusive tax is set to `true`. | | departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](http

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| departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | cus

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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| paymentamount | Optional | currency | Transaction amount. Do not supply if inclusive tax is set to `true`. | | departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](http

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| departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | cus

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| paymentamount | Required | currency | Transaction amount | | departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/loca

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| departmentid | Optional | string | Department ID | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | cus

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | object | Required | string | Use `CCTRANSACTIONENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `CCTRANSACTIONENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/cash-management/charge-payoffs/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CHARGEPAYOFF`, `CHARGEPAYOFFENTRY`.

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|---|---|---|---| | object | Required | string | Use `CHARGEPAYOFF` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

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| object | Required | string | Use `CHARGEPAYOFF` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CHARGEPAYOFFENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

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| object | Required | string | Use `CHARGEPAYOFFENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/cash-management/checking-accounts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CHECKINGACCOUNT`, `BANKACCTRECON`.

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|---|---|---|---| | object | Required | string | Use `CHECKINGACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

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| object | Required | string | Use `CHECKINGACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `BANKACCTRECON` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

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| object | Required | string | Use `BANKACCTRECON` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1965

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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You reconcile a checking account against transaction records from a [bank feed](https://developer.intacct.com/api/cash-management/bank-feeds/) that you previously created.

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More information about [bank reconciliation](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Bank_rec_overview) is available in the Sage Intacct product help.

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2182

Source: https://developer.intacct.com/api/cash-management/credit-card-charges-other-fees/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CREDITCARDFEE`, `CREDITCARDFEEENTRY`.

Network accessline 2238

|---|---|---|---| | object | Required | string | Use `CREDITCARDFEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 2239

| object | Required | string | Use `CREDITCARDFEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 2240

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2241

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2242

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2243

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2350

|---|---|---|---| | object | Required | string | Use `CREDITCARDFEEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 2351

| object | Required | string | Use `CREDITCARDFEEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 2352

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2353

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2354

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2355

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2414

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2421

Source: https://developer.intacct.com/api/cash-management/deposits/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `DEPOSIT`, `DEPOSITENTRY`.

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|---|---|---|---| | object | Required | string | Use `DEPOSIT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 2479

| object | Required | string | Use `DEPOSIT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 2480

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2481

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2482

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2483

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2650

|---|---|---|---| | object | Required | string | Use `DEPOSITENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 2651

| object | Required | string | Use `DEPOSITENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 2652

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2653

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2654

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2655

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2714

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Network accessline 2721

Source: https://developer.intacct.com/api/cash-management/fund-transfers/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `FUNDSTRANSFER`, `FUNDSTRANSFERENTRY`.

Network accessline 2777

|---|---|---|---| | object | Required | string | Use `FUNDSTRANSFER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 2778

| object | Required | string | Use `FUNDSTRANSFER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 2779

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2780

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2781

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2782

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2890

|---|---|---|---| | object | Required | string | Use `FUNDSTRANSFERENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 2891

| object | Required | string | Use `FUNDSTRANSFERENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 2892

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2893

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2894

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2895

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2955

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2962

Source: https://developer.intacct.com/api/cash-management/other-receipts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `OTHERRECEIPTS`, `OTHERRECEIPTSENTRY`.

Network accessline 3021

|---|---|---|---| | object | Required | string | Use `OTHERRECEIPTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 3022

| object | Required | string | Use `OTHERRECEIPTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 3023

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3024

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3025

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3026

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3314

| amount | Required | currency | Transaction amount. Do not supply if inclusive tax is set to `true`. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.co

Network accessline 3315

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3316

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3341

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3342

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 3343

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3450

| amount | Required | currency | Transaction amount. Do not supply if inclusive tax is set to `true` on the header. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://develo

Network accessline 3451

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3452

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3473

| amount | Optional | currency | Transaction amount. Do not supply if inclusive tax is set to `true` on the header. | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://develo

Network accessline 3474

| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

Network accessline 3475

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3500

| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3501

|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

Network accessline 3502

| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 3575

|---|---|---|---| | object | Required | string | Use `OTHERRECEIPTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 3576

| object | Required | string | Use `OTHERRECEIPTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 3577

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3578

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3579

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3580

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3639

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3646

Source: https://developer.intacct.com/api/cash-management/savings-accounts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SAVINGSACCOUNT`.

Network accessline 3699

|---|---|---|---| | object | Required | string | Use `SAVINGSACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 3700

| object | Required | string | Use `SAVINGSACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 3701

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3702

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3703

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3704

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3809

| bankaccountid | Required | string | Bank account ID | | bankaccountno | Optional | string | Bank account number | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Re

Network accessline 3810

| bankaccountno | Optional | string | Bank account number | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | bankna

Network accessline 3811

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 3878

| bankaccountid | Required | string | Bank account ID to update | | bankaccountno | Optional | string | Bank account number | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locat

Network accessline 3879

| bankaccountno | Optional | string | Bank account number | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | bankna

Network accessline 3880

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 4028

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/company-console.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Company and Console* of the XML API reference at https://developer.intacct.com/api/company-console/: 21 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes

Network accessline 34

Source: https://developer.intacct.com/api/company-console/advanced-audit-trails/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ADVAUDITHISTORY`.

Network accessline 50

Information provided about write access corresponds with information that is returned by [audit trails](https://developer.intacct.com/api/company-console/audit-trails/) functions.

Network accessline 117

|---|---|---|---| | object | Required | string | Use `ADVAUDITHISTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 118

| object | Required | string | Use `ADVAUDITHISTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 119

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 120

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 121

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 122

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 250

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 257

Source: https://developer.intacct.com/api/company-console/api-sessions/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 276

The session timeout is calculated based on the [session duration](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Company_sign_in_settings) specified for the user or company plus the current time. A timeout occurs if the

Network accessline 330

<api>     <sessionid>nOTaReAlSesSIonId..</sessionid>     <endpoint>https://na12.intacct.com/ia/xml/xmlgw.phtml</endpoint>

Network accessline 331

<sessionid>nOTaReAlSesSIonId..</sessionid>     <endpoint>https://na12.intacct.com/ia/xml/xmlgw.phtml</endpoint>     <locationid></locationid>

Network accessline 332

<endpoint>https://na12.intacct.com/ia/xml/xmlgw.phtml</endpoint>

Network accessline 350

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Network accessline 357

Source: https://developer.intacct.com/api/company-console/attachments/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 705

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 712

Source: https://developer.intacct.com/api/company-console/audit-trails/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `AUDITHISTORY`, `APBILL`, `apbill`, `ACTIVITYLOG`.

Network accessline 718

See [Advanced Audit Trails](https://developer.intacct.com/api/company-console/advanced-audit-trails/) for information about read and write access of personal data in contact, vendor, and customer records.

Network accessline 781

|---|---|---|---| | object | Required | string | Use `AUDITHISTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 782

| object | Required | string | Use `AUDITHISTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 783

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 784

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 785

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 786

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 956

|---|---|---|---| | object | Required | string | Use `ACTIVITYLOG` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 957

| object | Required | string | Use `ACTIVITYLOG` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 958

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 959

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 960

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 961

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1109

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1116

Source: https://developer.intacct.com/api/company-console/class-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CLASSGROUP`.

Network accessline 1169

|---|---|---|---| | object | Required | string | Use `CLASSGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 1170

| object | Required | string | Use `CLASSGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 1171

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1172

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1173

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1174

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1259

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1266

Source: https://developer.intacct.com/api/company-console/classes/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CLASS`.

Network accessline 1319

|---|---|---|---| | object | Required | string | Use `CLASS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 1320

| object | Required | string | Use `CLASS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 1321

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1322

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1323

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1324

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1595

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1602

Source: https://developer.intacct.com/api/company-console/contacts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTACT`.

Network accessline 1655

|---|---|---|---| | object | Required | string | Use `CONTACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 1656

| object | Required | string | Use `CONTACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 1657

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1658

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1659

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1660

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2033

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2040

Source: https://developer.intacct.com/api/company-console/department-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `DEPARTMENTGROUP`.

Network accessline 2093

|---|---|---|---| | object | Required | string | Use `DEPARTMENTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 2094

| object | Required | string | Use `DEPARTMENTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 2095

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2096

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2097

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2098

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2183

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2190

Source: https://developer.intacct.com/api/company-console/departments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `DEPARTMENT`.

Network accessline 2243

|---|---|---|---| | object | Required | string | Use `DEPARTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 2244

| object | Required | string | Use `DEPARTMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 2245

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2246

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2247

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2248

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2529

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2536

Source: https://developer.intacct.com/api/company-console/entities/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `LOCATIONENTITY`.

Network accessline 2592

|---|---|---|---| | object | Required | string | Use `LOCATIONENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 2593

| object | Required | string | Use `LOCATIONENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 2594

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2595

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2596

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2597

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2737

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2744

Source: https://developer.intacct.com/api/company-console/exchange-rates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EXCHANGERATETYPES`, `EXCHANGERATE`, `EXCHANGERATEENTRY`.

Network accessline 2803

|---|---|---|---| | object | Required | string | Use `EXCHANGERATETYPES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 2804

| object | Required | string | Use `EXCHANGERATETYPES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 2805

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2806

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2807

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2808

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2941

|---|---|---|---| | object | Required | string | Use `EXCHANGERATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 2942

| object | Required | string | Use `EXCHANGERATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 2943

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2944

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2945

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2946

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3107

|---|---|---|---| | object | Required | string | Use `EXCHANGERATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 3108

| object | Required | string | Use `EXCHANGERATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 3109

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3110

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3111

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3112

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3171

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3178

Source: https://developer.intacct.com/api/company-console/financial-setup/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 3231

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3238

Source: https://developer.intacct.com/api/company-console/global-transaction-security/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `AFRSETUP`.

Network accessline 3366

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3373

Source: https://developer.intacct.com/api/company-console/iet-configuration/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `INTERENTITYSETUP`, `ENTITYACCTDEFAULT`, `ENTITYACCTOVERRIDE`.

Network accessline 3786

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3793

Source: https://developer.intacct.com/api/company-console/location-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `LOCATIONGROUP`.

Network accessline 3847

|---|---|---|---| | object | Required | string | Use `LOCATIONGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 3848

| object | Required | string | Use `LOCATIONGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 3849

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3850

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3851

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3852

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3937

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3944

Source: https://developer.intacct.com/api/company-console/locations/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `LOCATION`.

Network accessline 4334

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4341

Source: https://developer.intacct.com/api/company-console/queue-administration/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `JOBQUEUERECORD`.

Network accessline 4351

Usage information for [queue administration](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Offline_job_queue) is available in the Sage Intacct product help.

Network accessline 4401

|---|---|---|---| | object | Required | string | Use `JOBQUEUERECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 4402

| object | Required | string | Use `JOBQUEUERECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 4403

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4404

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4405

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4406

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4414

| TIMEQUEUED | Optional | string | Date that the job was queued in format `mm/dd/yyyy` | | STATE | Optional | string | Status of the job. For active jobs, use `Q` for Queued or `T` for In progress/In Transit. For processed jobs, use `S` for

Network accessline 4416

| JOBTYPE | Optional | string | Job type. Use `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Update report`, `Process & store report`, `Scheduled report`, `Email report`, `

Network accessline 4437

|---|---|---| | TIMEQUEUED | string | Date that the job was queued in ISO 8601 date time format. | | JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financia

Network accessline 4438

| TIMEQUEUED | string | Date that the job was queued in ISO 8601 date time format. | | JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Up

Network accessline 4439

| JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Update report`, `Process & store report`, `Scheduled report`, `Email report`, `Process

Network accessline 4479

| TIMEQUEUED | Optional | string | Date that the job was queued in format `mm/dd/yyyy` | | STATE | Optional | string | Status of the job. For active jobs, use `Q` for Queued or `T` for In progress/In Transit. For processed jobs, use `S` for

Network accessline 4481

| JOBTYPE | Optional | string | Job type. Use `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Update report`, `Process & store report`, `Scheduled report`, `Email report`, `

Network accessline 4509

|---|---|---| | TIMEQUEUED | string | Date that the job was queued in ISO 8601 date time format. | | JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financia

Network accessline 4510

| TIMEQUEUED | string | Date that the job was queued in ISO 8601 date time format. | | JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Up

Network accessline 4511

| JOBTYPE | string | Job type. One of `DDS job`, `Asynchronous API requests`, `CSV import`, `Scheduled memorized report`, `Scheduled financial report`, `Update report`, `Process & store report`, `Scheduled report`, `Email report`, `Process

Network accessline 4594

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4601

Source: https://developer.intacct.com/api/company-console/roles/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ROLES`, `ROLEASSIGNMENT`, `ROLEPOLICYASSIGNMENT`, `CUSTOMROLEPOLASSIGNMENT`.

Network accessline 4678

|---|---|---|---| | object | Required | string | Use `ROLES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 4679

| object | Required | string | Use `ROLES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 4680

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4681

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4682

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4683

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4816

|---|---|---|---| | object | Required | string | Use `ROLEASSIGNMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 4817

| object | Required | string | Use `ROLEASSIGNMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 4818

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4819

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4820

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4821

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4942

|---|---|---|---| | object | Required | string | Use `ROLEPOLICYASSIGNMENT` for Sage Intacct subscriptions, otherwise use `CUSTOMROLEPOLASSIGNMENT` for platform applications. | | filter | Optional | object | [Filter expression](https://deve

Network accessline 4943

| object | Required | string | Use `ROLEPOLICYASSIGNMENT` for Sage Intacct subscriptions, otherwise use `CUSTOMROLEPOLASSIGNMENT` for platform applications. | | filter | Optional | object | [Filter expression](https://developer.intacct.com/

Network accessline 4944

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4945

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4946

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4947

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5031

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5038

Source: https://developer.intacct.com/api/company-console/subscriptions/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 5140

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5147

Source: https://developer.intacct.com/api/company-console/user-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `USERGROUP`, `MEMBERUSERGROUP`, `ROLEGROUPS`.

Network accessline 5204

|---|---|---|---| | object | Required | string | Use `USERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 5205

| object | Required | string | Use `USERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 5206

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5207

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5208

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5209

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5317

|---|---|---|---| | object | Required | string | Use `MEMBERUSERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 5318

| object | Required | string | Use `MEMBERUSERGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 5319

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5320

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5321

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5322

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5442

|---|---|---|---| | object | Required | string | Use `ROLEGROUPS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 5443

| object | Required | string | Use `ROLEGROUPS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 5444

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5445

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5446

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5447

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5506

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5513

Source: https://developer.intacct.com/api/company-console/users/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `USERINFO`, `USERRIGHTS`, `USERROLES`, `ROLES`, `ROLEUSERS`, `USERRESTRICTION`.

Network accessline 5575

|---|---|---|---| | object | Required | string | Use `USERINFO` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

Network accessline 5576

| object | Required | string | Use `USERINFO` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 5577

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5578

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5579

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5580

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5937

|---|---|---|---| | object | Required | string | Use `USERRIGHTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 5938

| object | Required | string | Use `USERRIGHTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 5939

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5940

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5941

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5942

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6055

|---|---|---|---| | object | Required | string | Use `USERROLES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 6056

| object | Required | string | Use `USERROLES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 6057

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6058

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6059

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6060

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6199

|---|---|---|---| | object | Required | string | Use `ROLEUSERS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 6200

| object | Required | string | Use `ROLEUSERS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 6201

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6202

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6203

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6204

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6333

|---|---|---|---| | object | Required | string | Use `USERRESTRICTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 6334

| object | Required | string | Use `USERRESTRICTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 6335

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6336

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6337

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6338

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6529

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/consolidations.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Consolidation* of the XML API reference at https://developer.intacct.com/api/consolidations/: 8 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XML ex

Network accessline 21

Source: https://developer.intacct.com/api/consolidations/global-consolidation-books/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCBOOK`.

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- Create the consolidation book, providing the book ID, reporting currency, elimination entity, dimensions, and so forth. - [Specify the entities](https://developer.intacct.com/api/consolidations/global-consolidation-entities/) to consolida

Network accessline 30

- [Specify the entities](https://developer.intacct.com/api/consolidations/global-consolidation-entities/) to consolidate.

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- [Specify the elimination account](https://developer.intacct.com/api/consolidations/global-consolidation-elimination-accts/) for posting consolidation journal entries, including currency translation adjustments and elimination transactions

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- [Add journals](https://developer.intacct.com/api/consolidations/global-consolidation-journals/) for GAAP, tax, and user-defined books.

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- For Global Consolidation, [Override the exchange rate](https://developer.intacct.com/api/consolidations/global-consolidation-override-accts/) translation method for any GL account used in a consolidation.

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You can then [run the consolidation](https://developer.intacct.com/api/consolidations/global-consolidations/), specifying the reporting period and other choices.

Network accessline 88

|---|---|---|---| | object | Required | string | Use `GCBOOK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 89

| object | Required | string | Use `GCBOOK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 90

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 91

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 92

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 93

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 249

| CTANETINCOMEACCOUNTNO | Required | string | Net assets account number for currency exchange gain/loss. | | EENAME | Required | string | Elimination entity name. | | AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, whi

Network accessline 250

| EENAME | Required | string | Elimination entity name. | | AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, which automatically posts inter-entity eliminations to the [elimination account](https://developer.intacct.com

Network accessline 251

| AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, which automatically posts inter-entity eliminations to the [elimination account](https://developer.intacct.com/api/consolidations/global-consolidation-elimination-accts

Network accessline 307

| CTANETINCOMEACCOUNTNO | Optional | string | Net assets account number for currency exchange gain/loss | | EENAME | Optional | string | Elimination entity name | | AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, which

Network accessline 308

| EENAME | Optional | string | Elimination entity name | | AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, which automatically posts inter-entity eliminations to the [elimination account](https://developer.intacct.com/

Network accessline 309

| AUTOELIMINATION | Optional | boolean | Inter-entity auto-elimination, which automatically posts inter-entity eliminations to the [elimination account](https://developer.intacct.com/api/consolidations/global-consolidation-elimination-accts

Network accessline 338

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 345

Source: https://developer.intacct.com/api/consolidations/global-consolidation-elimination-accts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCBOOKELIMACCOUNT`.

Network accessline 400

|---|---|---|---| | object | Required | string | Use `GCBOOKELIMACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 401

| object | Required | string | Use `GCBOOKELIMACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 402

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 403

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 404

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 405

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 518

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 525

Source: https://developer.intacct.com/api/consolidations/global-consolidation-entities/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCBOOKENTITY`.

Network accessline 580

|---|---|---|---| | object | Required | string | Use `GCBOOKENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 581

| object | Required | string | Use `GCBOOKENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 582

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 583

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 584

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 585

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 696

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/consolidations/global-consolidation-journals/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCBOOKADJJOURNAL`.

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|---|---|---|---| | object | Required | string | Use `GCBOOKADJJOURNAL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `GCBOOKADJJOURNAL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/consolidations/global-consolidation-override-accts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCBOOKACCTRATETYPE`.

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|---|---|---|---| | object | Required | string | Use `GCBOOKACCTRATETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `GCBOOKACCTRATETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 984

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1142

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/consolidations/global-consolidations/ (Sage Intacct XML API reference, verified 2026-10-13).

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Usage information for [running consolidations](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Consolidating_Subsidiary_Data) is available in the Sage Intacct product help. https://www.intacct.com/ia/docs/en_US/help_acti

Network accessline 1267

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/consolidations/ownership-structure-consolidations/ (Sage Intacct XML API reference, verified 2026-10-13).

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Advanced ownership consolidation uses a defined [ownership structure](https://developer.intacct.com/api/consolidations/ownership-structures/) to create consolidated financial statements by period.

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Usage information for [running a consolidation](https://www.intacct.com/ia/docs/en_US/help_action/Consolidations/Global_Consolidations/Consolidations/run-a-consolidation.htm) is available in the Sage Intacct product help.

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|---|---|---|---| | reportingperiodname | Required | string | Report period to consolidate | | structurename | Required | string | Name of the [ownership structure](https://developer.intacct.com/api/consolidations/ownership-structures/) to

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| reportingperiodname | Required | string | Report period to consolidate | | structurename | Required | string | Name of the [ownership structure](https://developer.intacct.com/api/consolidations/ownership-structures/) to consolidate. Use 2

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| structurename | Required | string | Name of the [ownership structure](https://developer.intacct.com/api/consolidations/ownership-structures/) to consolidate. Use 20 characters or fewer. |

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1320

Source: https://developer.intacct.com/api/consolidations/ownership-structures/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GCOWNERSHIPSTRUCTURE`, `GCOWNERSHIPSTRUCTUREDETAIL`, `GCOWNERSHIPENTITY`,

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- The `GCOWNERSHIPSTRUCTURE` object defines the name of the structure and its accounting method. The structure is used in [ownership structure consolidation](https://developer.intacct.com/api/consolidations/ownership-structure-consolidation

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|---|---|---|---| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match th

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| object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Chec

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1392

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that ma

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| object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| Name | Required | Type | Description | |---|---|---|---| | PARENTENTITYID | Required | string | The ID of the parent [entity](https://developer.intacct.com/api/company-console/entities/) in an ownership structure. |

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|---|---|---|---| | PARENTENTITYID | Required | string | The ID of the parent [entity](https://developer.intacct.com/api/company-console/entities/) in an ownership structure. | | BOOK | Required | [BOOK object](#ownership-structures--create

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| PARENTENTITYID | Required | string | The ID of the parent [entity](https://developer.intacct.com/api/company-console/entities/) in an ownership structure. |

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| Name | Required | Type | Description | |---|---|---|---| | ENTITYID | Required | string | The ID of an [entity](https://developer.intacct.com/api/company-console/entities/). |

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|---|---|---|---| | ENTITYID | Required | string | The ID of an [entity](https://developer.intacct.com/api/company-console/entities/). | | OWNERSHIPPERCENTAGE | Required | decimal | The percentage of the child entity that is owned by the pa

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| ENTITYID | Required | string | The ID of an [entity](https://developer.intacct.com/api/company-console/entities/). |

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|---|---|---|---| | object | Required | string | Use `GCOWNERSHIPSENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `GCOWNERSHIPSENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 1889

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1891

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1892

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

Network accessline 2014

| object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Ch

Network accessline 2015

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2016

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2017

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2083

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/construction.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Construction* of the XML API reference at https://developer.intacct.com/api/construction/: 18 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XML exam

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Source: https://developer.intacct.com/api/construction/accumulation-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ACCUMULATIONTYPE`.

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|---|---|---|---| | object | Required | string | Use `ACCUMULATIONTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 87

| object | Required | string | Use `ACCUMULATIONTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 88

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 89

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 90

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 91

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 291

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Network accessline 298

Source: https://developer.intacct.com/api/construction/ap-retainage-releases/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APRETAINAGERELEASE`, `APBILLITEM`, `APRETAINAGERELEASEENTRY`.

Network accessline 306

You must [configure retainage](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=configure_retainage) in your company as described in the Sage Intacct product help.

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|---|---|---|---| | object | Required | string | Use `APRETAINAGERELEASE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 367

| object | Required | string | Use `APRETAINAGERELEASE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 368

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 370

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `APBILLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 414

| object | Required | string | Use `APBILLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 415

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 416

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 417

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 418

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `APRETAINAGERELEASEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `APRETAINAGERELEASEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 689

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 690

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 691

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 751

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Network accessline 758

Source: https://developer.intacct.com/api/construction/ar-retainage-releases/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `APRETAINAGERELEASE`, `ARRETAINAGERELEASE`, `ARINVOICEITEM`, `ARRETAINAGEREL

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You must [configure retainage](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=configure_retainage) in your company as described in the Sage Intacct product help.

Network accessline 826

|---|---|---|---| | object | Required | string | Use `ARRETAINAGERELEASE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 827

| object | Required | string | Use `ARRETAINAGERELEASE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 828

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 829

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 830

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `ARINVOICEITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 868

| object | Required | string | Use `ARINVOICEITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 869

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 871

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `ARRETAINAGERELEASEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

Network accessline 1143

| object | Required | string | Use `ARRETAINAGERELEASEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 1144

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1145

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1146

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1186

Source: https://developer.intacct.com/api/construction/change-request-status/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CHANGEREQUESTSTATUS`.

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|---|---|---|---| | object | Required | string | Use `CHANGEREQUESTSTATUS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `CHANGEREQUESTSTATUS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/construction/change-request-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CHANGEREQUESTTYPE`.

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|---|---|---|---| | object | Required | string | Use `CHANGEREQUESTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

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| object | Required | string | Use `CHANGEREQUESTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/construction/change-requests/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CHANGEREQUEST`, `CHANGEREQUESTENTRY`.

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You can use a [project change order](https://developer.intacct.com/api/construction/project-change-orders/) to group change requests in order to present them to the customer for approval, and ultimately, for billing.

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|---|---|---|---| | object | Required | string | Use `CHANGEREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

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| object | Required | string | Use `CHANGEREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | CHANGEREQUESTID | Required | string | Unique ID for the change request | | CHANGEREQUESTTYPENAME | Optional | string | Name of a [change request type](https://developer.intacct.com/api/construction/change-request-types/)

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| CHANGEREQUESTID | Required | string | Unique ID for the change request | | CHANGEREQUESTTYPENAME | Optional | string | Name of a [change request type](https://developer.intacct.com/api/construction/change-request-types/). Useful for repor

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| CHANGEREQUESTTYPENAME | Optional | string | Name of a [change request type](https://developer.intacct.com/api/construction/change-request-types/). Useful for reporting purposes. |

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| CHANGEREQUESTDATE | Required | date | Date for the request in the `mm/dd/yyyy` format | | CHANGEREQUESTSTATE | Optional | string | State of the change request. Use `Draft` to save without posting (regardless of the status of the change re

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| CHANGEREQUESTSTATE | Optional | string | State of the change request. Use `Draft` to save without posting (regardless of the status of the change request or the mapped estimate workflow type), or `Posted` to allow posting to proceed as co

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| CHANGEREQUESTSTATUSNAME | Optional | string | Name of a [change request status](https://developer.intacct.com/api/construction/change-request-status/) that is mapped to the workflow type you want for this change request (a workflow type o

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| DESCRIPTION | Optional | string | Description of the change request. Use 1000 or fewer characters. | | PROJECTCHANGEORDERID | Optional | string | Identifier of a [project change order](https://developer.intacct.com/api/construction/projec

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| PROJECTCHANGEORDERID | Optional | string | Identifier of a [project change order](https://developer.intacct.com/api/construction/project-change-orders/) to link to. Only allowed if the change request state is `Posted`. |

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| PCNINTEGRATIONLEVEL | Optional | string | Where this change request integrates with project contracts:- `none` - (default) PROJECTCONTRACTID and PROJECTCONTRACTLINEID cannot be used.<br>- `project change order` - PROJECTCONTRACTID and PRO

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| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change request. Required if PROJECTCONTRACTLINEID

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change request.

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| EUOM | Optional | string | External unit of measure. Free form field with 200 or fewer characters. | | MEMO | Optional | string | Memo for the entry. Use 2000 or fewer characters. | | ACCOUNTNO | Optional | string | GL account number to u

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| MEMO | Optional | string | Memo for the entry. Use 2000 or fewer characters. | | ACCOUNTNO | Optional | string | GL account number to use when posting this change request (if you want to override the account number on the cost type for th

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| ACCOUNTNO | Optional | string | GL account number to use when posting this change request (if you want to override the account number on the cost type for this entry). Your company must be configured to allow this override. Note that an a

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| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change request entry. Required if PROJECTCONTRACTL

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change request

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| CHANGEREQUESTID | Optional | string | Unique ID of the change request to update. Required if not using `RECORDNO`. | | RECORDNO | Optional | integer | `RECORDNO` of the change request to update. Required if not using `CHANGEREQUESTID`. |

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| RECORDNO | Optional | integer | `RECORDNO` of the change request to update. Required if not using `CHANGEREQUESTID`. | | CHANGEREQUESTTYPENAME | Optional | string | Name of a [change request type](https://developer.intacct.com/api/constru

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| CHANGEREQUESTTYPENAME | Optional | string | Name of a [change request type](https://developer.intacct.com/api/construction/change-request-types/). Useful for reporting purposes. |

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| CHANGEREQUESTDATE | Optional | date | Date for the request in the `mm/dd/yyyy` format | | CHANGEREQUESTSTATE | Optional | string | State of the change request. Use `Draft` to save without posting (regardless of the status of the change re

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| CHANGEREQUESTSTATE | Optional | string | State of the change request. Use `Draft` to save without posting (regardless of the status of the change request or the mapped estimate workflow type), or `Posted` to allow posting to proceed as co

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| CHANGEREQUESTSTATUSNAME | Optional | string | Name of a [change request status](https://developer.intacct.com/api/construction/change-request-status/) that is mapped to the workflow type you want for this change request (a workflow type o

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| DESCRIPTION | Optional | string | Description of the change request. Use 1000 or fewer characters. | | PROJECTCHANGEORDERID | Optional | string | Identifier of a [project change order](https://developer.intacct.com/api/construction/projec

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| PROJECTCHANGEORDERID | Optional | string | Identifier of a [project change order](https://developer.intacct.com/api/construction/project-change-orders/) to link to. Only allowed if the change request state is `Posted`. Pass an empty proje

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| PCNINTEGRATIONLEVEL | Optional | string | Where this change request integrates with project contracts:- `none` - (default) PROJECTCONTRACTID and PROJECTCONTRACTLINEID cannot be used.<br>- `project change order` - PROJECTCONTRACTID and PRO

Network accessline 2122

| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change request. Required if PROJECTCONTRACTLINEID

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change request.

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| EUOM | Optional | string | External unit of measure. Free form field with 200 or fewer characters. | | MEMO | Optional | string | Memo for the entry. Use 2000 or fewer characters. | | ACCOUNTNO | Optional | string | GL account number to u

Network accessline 2194

| MEMO | Optional | string | Memo for the entry. Use 2000 or fewer characters. | | ACCOUNTNO | Optional | string | GL account number to use when posting this change request (if you want to override the account number on the cost type for th

Network accessline 2195

| ACCOUNTNO | Optional | string | GL account number to use when posting this change request (if you want to override the account number on the cost type for this entry). Your company must be configured to allow this override. Note that an a

Network accessline 2196

| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change request entry. Required if PROJECTCONTRACTL

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change request

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|---|---|---|---| | object | Required | string | Use `CHANGEREQUESTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `CHANGEREQUESTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 2297

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2298

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2299

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2300

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/construction/cost-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `COSTTYPE`.

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Each project typically has several cost types related to labor, materials, subcontracts, and so forth. You use the [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/) in the catalog as templates for cr

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|---|---|---|---| | object | Required | string | Use `COSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| object | Required | string | Use `COSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 2462

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2463

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2464

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2465

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2672

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Source: https://developer.intacct.com/api/construction/employee-position/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EMPLOYEEPOSITION`.

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For example, you may want to bill a customer at one rate for the time that an employee spends unloading a truck, but then bill at a different rate when the same employee does work as an electrical apprentice. You can define a set of employe

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|---|---|---|---| | object | Required | string | Use `EMPLOYEEPOSITION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 2735

| object | Required | string | Use `EMPLOYEEPOSITION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 2736

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2737

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2738

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2739

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2917

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Network accessline 2924

Source: https://developer.intacct.com/api/construction/labor-class-shift-union/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `LABORCLASS`, `LABORSHIFT`, `LABORUNION`.

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|---|---|---|---| | object | Required | string | Use `LABORCLASS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| object | Required | string | Use `LABORCLASS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 2983

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2984

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2985

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2986

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `LABORSHIFT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 3213

| object | Required | string | Use `LABORSHIFT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 3214

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3216

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3217

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `LABORUNION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 3444

| object | Required | string | Use `LABORUNION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 3445

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3446

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3447

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3632

Source: https://developer.intacct.com/api/construction/payroll-reporting/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PAYROLLREPORTCHECK`, `PAYROLLREPORTEMPLOYEE`, `PAYROLLREPORTTRADE`, `PAYROLLREP

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[Payroll reporting entity relationship diagram](https://developer.intacct.com/entity-relationship-diagrams/payroll-reporting/)

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|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTCHECK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 3724

| object | Required | string | Use `PAYROLLREPORTCHECK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 3725

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3726

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3727

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3728

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3795

| CHECKID | Required | string | Check ID. This resembles a 16 byte GUID. Duplicate CHECKID values are allowed, but the combination of EMPLOYEEID, CHECKID, and CHECKTYPE must be unique. | | CHECKTYPE | Required | string | Check type, such as

Network accessline 3796

| CHECKTYPE | Required | string | Check type, such as “CalculatedCheck” or “PayrollAdjustment,” etc. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that th

Network accessline 3797

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the check is for. |

Network accessline 3824

| EMPLOYEECAEEOETHNICITY | Optional | string | Employee CAEEO ethnicity | | SOURCESYSTEM | Optional | string | Source system | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company

Network accessline 3825

| SOURCESYSTEM | Optional | string | Source system | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/) to associate with the check. | | PROJECTID | Optional

Network accessline 3826

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/) to associate with the check. |

Network accessline 3827

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to associate with the check. |

Network accessline 3828

| CUSTOMERID | Optional | string | `CUSTOMERID` of an active [customer](https://developer.intacct.com/api/accounts-receivable/customers/) to associate with the check. |

Network accessline 3829

| VENDORID | Optional | string | `VENDORID` of an active [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) to associate with the check. |

Network accessline 3830

| ITEMID | Optional | string | `ITEMID` of an active [item](https://developer.intacct.com/api/inventory-control/items/) to associate with the check. |

Network accessline 3831

| TASKID | Optional | string | `TASKID` of an active [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) to associate with the check. |

Network accessline 3832

| CLASSID | Optional | string | `CLASSID` of an active [class](https://developer.intacct.com/api/company-console/classes/) to associate with the check. |

Network accessline 3833

| COSTTYPEID | Optional | string | `COSTTYPEID` of an active [cost type](https://developer.intacct.com/api/construction/cost-types/) to associate with the check. |

Network accessline 3866

| CHECKID | Optional | string | Check ID. This resembles a 16 byte GUID. Duplicate check IDs are allowed. | | CHECKTYPE | Optional | string (enum) | Check type. - `CalculatedCheck`<br>- `PayrollAdjustment`<br>- `Void` | | EMPLOYEEID | Optio

Network accessline 3867

| CHECKTYPE | Optional | string (enum) | Check type. - `CalculatedCheck`<br>- `PayrollAdjustment`<br>- `Void` | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/

Network accessline 3868

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the check is for. |

Network accessline 3895

| EMPLOYEECAEEOETHNICITY | Optional | string | Employee CAEEO ethnicity | | SOURCESYSTEM | Optional | string | Source system | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company

Network accessline 3896

| SOURCESYSTEM | Optional | string | Source system | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/) to associate with the check. | | PROJECTID | Optional

Network accessline 3897

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/) to associate with the check. |

Network accessline 3898

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to associate with the check. |

Network accessline 3899

| CUSTOMERID | Optional | string | `CUSTOMERID` of an active [customer](https://developer.intacct.com/api/accounts-receivable/customers/) to associate with the check. |

Network accessline 3900

| VENDORID | Optional | string | `VENDORID` of an active [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) to associate with the check. |

Network accessline 3901

| ITEMID | Optional | string | `ITEMID` of an active [item](https://developer.intacct.com/api/inventory-control/items/) to associate with the check. |

Network accessline 3902

| TASKID | Optional | string | `TASKID` of an active [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) to associate with the check. |

Network accessline 3903

| CLASSID | Optional | string | `CLASSID` of an active [class](https://developer.intacct.com/api/company-console/classes/) to associate with the check. |

Network accessline 3904

| COSTTYPEID | Optional | string | `COSTTYPEID` of an active [cost type](https://developer.intacct.com/api/construction/cost-types/) to associate with the check. |

Network accessline 3995

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTEMPLOYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 3996

| object | Required | string | Use `PAYROLLREPORTEMPLOYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 3997

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3998

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3999

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4000

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4265

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTTRADE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 4266

| object | Required | string | Use `PAYROLLREPORTTRADE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 4267

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4268

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4269

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4270

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4500

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTPTOACCRUALSCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects th

Network accessline 4501

| object | Required | string | Use `PAYROLLREPORTPTOACCRUALSCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 4502

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4503

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4504

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4505

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4752

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTTIMECARD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 4753

| object | Required | string | Use `PAYROLLREPORTTIMECARD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 4754

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4755

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4756

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4757

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4824

|---|---|---|---| | TIMECARDID | Required | string | Timecard ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, and `CHECKTYPE`. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacc

Network accessline 4825

| TIMECARDID | Required | string | Timecard ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, and `CHECKTYPE`. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee

Network accessline 4826

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the timecard is for. |

Network accessline 4827

| CHECKID | Required | string | `CHECKID` of the `PAYROLLREPORTCHECK` in which this timecard is paid. | | PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/)

Network accessline 4828

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to associate with the check. |

Network accessline 4829

| TASKID | Optional | string | `TASKID` of an active [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) to associate with the check. |

Network accessline 4830

| COSTTYPEID | Optional | string | `COSTTYPEID` of an active [cost type](https://developer.intacct.com/api/construction/cost-types/) to associate with the check. |

Network accessline 4866

| RECORDNO | Required | integer | `RECORDNO` of the payroll report timecard to update. | | TIMECARDID | Optional | string | Timecard ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, and `CHECKTYPE`. | | EMPLOYEEID | Opti

Network accessline 4867

| TIMECARDID | Optional | string | Timecard ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, and `CHECKTYPE`. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee

Network accessline 4868

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the timecard is for. |

Network accessline 4869

| CHECKID | Optional | string | `CHECKID` of the `PAYROLLREPORTCHECK` in which this timecard is paid. | | PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/)

Network accessline 4870

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to associate with the check. |

Network accessline 4871

| TASKID | Optional | string | `TASKID` of an active [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) to associate with the check. |

Network accessline 4872

| COSTTYPEID | Optional | string | `COSTTYPEID` of an active [cost type](https://developer.intacct.com/api/construction/cost-types/) to associate with the check. |

Network accessline 4964

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTGROSSPAY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 4965

| object | Required | string | Use `PAYROLLREPORTGROSSPAY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 4966

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4967

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4968

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4969

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5030

|---|---|---|---| | GROSSPAYID | Required | string | Gross pay ID, probably identifying the type of pay. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Required | string | `EM

Network accessline 5031

| GROSSPAYID | Required | string | Gross pay ID, probably identifying the type of pay. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [

Network accessline 5032

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the gross pay record is for. Should match the `EMPLOYEEID` set in the associated `PAYROLLREPORTCHECK` and

Network accessline 5071

| RECORDNO | Required | integer | `RECORDNO` of the payroll report gross pay object to update. | | GROSSPAYID | Optional | string | Gross pay ID, probably identifying the type of pay. Should be unique for the combination of `EMPLOYEEID`, `C

Network accessline 5072

| GROSSPAYID | Optional | string | Gross pay ID, probably identifying the type of pay. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [

Network accessline 5073

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the gross pay record is for. Should match the `EMPLOYEEID` set in the associated `PAYROLLREPORTCHECK` and

Network accessline 5164

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTTAXSETUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 5165

| object | Required | string | Use `PAYROLLREPORTTAXSETUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 5166

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5167

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5168

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5169

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5379

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTTAX` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 5380

| object | Required | string | Use `PAYROLLREPORTTAX` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 5381

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5382

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5383

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5384

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5446

|---|---|---|---| | TAXID | Required | string | `TAXID` of the `PAYROLLREPORTTAXSETUP` that you want to use with this tax object. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee

Network accessline 5447

| TAXID | Required | string | `TAXID` of the `PAYROLLREPORTTAXSETUP` that you want to use with this tax object. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employee

Network accessline 5448

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the taxes apply to. |

Network accessline 5497

| RECORDNO | Required | integer | `RECORDNO` of the payroll report tax object to update. | | TAXID | Optional | string | `TAXID` of the `PAYROLLREPORTTAXSETUP` that you want to use with this tax object. | | EMPLOYEEID | Optional | string |

Network accessline 5498

| TAXID | Optional | string | `TAXID` of the `PAYROLLREPORTTAXSETUP` that you want to use with this tax object. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employee

Network accessline 5499

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that the taxes apply to. |

Network accessline 5622

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTPAYMODIFIER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

Network accessline 5623

| object | Required | string | Use `PAYROLLREPORTPAYMODIFIER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 5624

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5625

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5626

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5627

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5690

|---|---|---|---| | PAYMODIFIERID | Required | string | Pay modifier ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](http

Network accessline 5691

| PAYMODIFIERID | Required | string | Pay modifier ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.inta

Network accessline 5692

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that these modifications apply to. |

Network accessline 5742

| RECORDNO | Required | integer | `RECORDNO` of the pay modifier to update. | | PAYMODIFIERID | Optional | string | Pay modifier ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEE

Network accessline 5743

| PAYMODIFIERID | Optional | string | Pay modifier ID. Should be unique for the combination of `EMPLOYEEID`, `CHECKID`, `CHECKTYPE` and `TIMECARDID`. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.inta

Network accessline 5744

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that these modifications apply to. |

Network accessline 5852

|---|---|---|---| | object | Required | string | Use `PAYROLLREPORTPTOACTIVITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

Network accessline 5853

| object | Required | string | Use `PAYROLLREPORTPTOACTIVITY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 5854

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5855

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5856

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5857

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5921

|---|---|---|---| | PTOACTIVITYID | Required | string | Type of PTO activity, for example: “Personal Time”. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/)

Network accessline 5922

| PTOACTIVITYID | Required | string | Type of PTO activity, for example: “Personal Time”. | | EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that took the time

Network accessline 5923

| EMPLOYEEID | Required | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that took the time off. |

Network accessline 5962

| RECORDNO | Required | integer | `RECORDNO` of the PTO activity object to update. | | PTOACTIVITYID | Optional | string | Type of PTO activity, for example: “Personal Time”. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employe

Network accessline 5963

| PTOACTIVITYID | Optional | string | Type of PTO activity, for example: “Personal Time”. | | EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that took the time

Network accessline 5964

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) that took the time off. |

Network accessline 5998

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Network accessline 6005

Source: https://developer.intacct.com/api/construction/project-change-orders/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTCHANGEORDER`, `CHANGEREQUEST`.

Network accessline 6009

You can use project change orders to group change requests in order to present them to the customer for approval, and ultimately, for billing. Your project change order can be associated with a [change request status](https://developer.inta

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After creating a project change order, you can create links from one or more change requests to that change order. To do this, provide the project change order ID when [creating](https://developer.intacct.com/api/construction/change-request

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|---|---|---|---| | object | Required | string | Use `PROJECTCHANGEORDER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `PROJECTCHANGEORDER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6093

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| DESCRIPTION | Optional | string | Description for the project change order. | | PROJECTCHANGEORDERSTATE | Optional | string | State of the project change order. - `Draft` (default)<br>- `Posted` Does not affect the state of linked change

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| PROJECTCHANGEORDERSTATE | Optional | string | State of the project change order. - `Draft` (default)<br>- `Posted` Does not affect the state of linked change requests. | | CHANGEREQUESTSTATUSNAME | Optional | string | Name of a [change re

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| CHANGEREQUESTSTATUSNAME | Optional | string | Name of a [change request status](https://developer.intacct.com/api/construction/change-request-status/) to be inherited by linked change requests. |

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| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change order. Required if PROJECTCONTRACTLINEID is

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change order. R

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| DESCRIPTION | Optional | string | Description for the project change order. | | PROJECTCHANGEORDERSTATE | Optional | string | State of the project change order, either `Draft` or `Posted`. Does not affect the state of linked change reques

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| PROJECTCHANGEORDERSTATE | Optional | string | State of the project change order, either `Draft` or `Posted`. Does not affect the state of linked change requests. You cannot change the state from `Posted` to `Draft`. (Default: `Draft`) | |

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| CHANGEREQUESTSTATUSNAME | Optional | string | Name of a [change request status](https://developer.intacct.com/api/construction/change-request-status/) to be inherited by linked change requests. |

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| PROJECTCONTRACTID | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts) affected by this change order. Required if PROJECTCONTRACTLINEID is

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| PROJECTCONTRACTLINEID | Optional | string | `PROJECTCONTRACTLINEID` of the specific [project contract line](https://developer.intacct.com/api/construction/project-contracts/#project-contract-lines) that is affected by this change order. R

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/construction/project-contract-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTCONTRACTTYPE`.

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You specify a project contract type when creating [project contracts](https://developer.intacct.com/api/construction/project-contracts/).

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|---|---|---|---| | object | Required | string | Use `PROJECTCONTRACTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `PROJECTCONTRACTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6482

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/construction/project-contracts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTCONTRACT`, `PROJECTCONTRACTLINE`, `PROJECTCONTRACTLINEENTRY`.

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> **Note:** A project contract and its related objects contain fields that are designed to handle the requirements of construction projects. They are not the same as [contract objects used in the contracts dimension](https://developer.intac

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|---|---|---|---| | object | Required | string | Use `PROJECTCONTRACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 6717

| object | Required | string | Use `PROJECTCONTRACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 6718

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6719

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6720

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6721

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| Name | Required | Type | Description | |---|---|---|---| | PROJECTCONTRACTID | Required | string | User-defined ID for this project contract. Required if [document numbering](https://www.intacct.com/ia/docs/en_US/help_action/Company/Docum

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|---|---|---|---| | PROJECTCONTRACTID | Required | string | User-defined ID for this project contract. Required if [document numbering](https://www.intacct.com/ia/docs/en_US/help_action/Company/Document_numbering/document-sequences-for-ids.

Network accessline 6819

| PROJECTCONTRACTID | Required | string | User-defined ID for this project contract. Required if [document numbering](https://www.intacct.com/ia/docs/en_US/help_action/Company/Document_numbering/document-sequences-for-ids.htm) is not enable

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| NAME | Required | string | Name of this project contract. | | PROJECTID | Required | string | ID of a valid active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that this contract will belong to. The project

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| PROJECTID | Required | string | ID of a valid active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that this contract will belong to. The project must be at the same entity level as the project contract, and

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| CUSTOMERID | Required | string | `CUSTOMERID` of the [customer](https://developer.intacct.com/api/accounts-receivable/customers/) that this contact is associated with. |

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| BILLABLE | Optional | Boolean | Whether the project contract is billable or not. - `true`<br>- `false` - (default) the project contract is excluded when generating invoices. | | DESCRIPTION | Optional | string | Description for this proje

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| DESCRIPTION | Optional | string | Description for this project contract. | | PROJECTCONTRACTTYPEID | Optional | string | `PROJECTCONTRACTTYPEID` of the selected [project contract type](https://developer.intacct.com/api/construction/projec

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| PROJECTCONTRACTTYPEID | Optional | string | `PROJECTCONTRACTTYPEID` of the selected [project contract type](https://developer.intacct.com/api/construction/project-contract-types/). |

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| ARCHITECT.CONTACTNAME | Optional | string | Name of the architect contact. | | SUPDOCID | Optional | string | `supdocid` of an [attachment](https://developer.intacct.com/api/company-console/attachments/) | | STATUS | Optional | Enum | Whe

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| SUPDOCID | Optional | string | `supdocid` of an [attachment](https://developer.intacct.com/api/company-console/attachments/) |

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| SCHEDULEIMPACT | Optional | string | Impact to the schedule due to this project contract. | | INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](http

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| INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contrac

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| INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contract. |

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| INTERNALVERBALBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who verbally agreed to this project contract. |

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| INTERNALISSUEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who issued this project contract. |

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| INTERNALISSUEDON | Optional | Date | Date this project contract was issued. | | INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approve

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| INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approved this project contract. |

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| INTERNALAPPROVEDON | Optional | Date | Date this project contract was internally approved. | | INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signe

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| INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signed this project contract. |

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| INTERNALSOURCEREFNO | Optional | string | Internal source reference number. | | EXTERNALREFNO | Optional | string | External reference number. | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.int

Network accessline 6857

| EXTERNALREFNO | Optional | string | External reference number. | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contr

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| EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contract. |

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| EXTERNALAPPROVEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who approved this project contract. |

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| EXTERNALAPPROVEDON | Optional | Date | Date this project contract was externally approved. | | EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed t

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| EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed this project contract. |

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| PROJECTCONTRACTID | Optional | string | User-defined ID for this project contract. Required if RECORDNO is not provided. | | NAME | Optional | string | Name of this project contract. | | PROJECTID | Optional | string | ID of a valid activ

Network accessline 6919

| NAME | Optional | string | Name of this project contract. | | PROJECTID | Optional | string | ID of a valid active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that this contract will belong to. The project

Network accessline 6920

| PROJECTID | Optional | string | ID of a valid active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that this contract will belong to. The project must be at the same entity level as the project contract, and

Network accessline 6921

| CUSTOMERID | Optional | string | `CUSTOMERID` of the [customer](https://developer.intacct.com/api/accounts-receivable/customers/) that this contact is associated with. |

Network accessline 6923

| BILLABLE | Optional | Boolean | Whether the project contract is billable or not. - `true`<br>- `false` - (default) the project contract is excluded when generating invoices. | | DESCRIPTION | Optional | string | Description for this proje

Network accessline 6924

| DESCRIPTION | Optional | string | Description for this project contract. | | PROJECTCONTRACTTYPEID | Optional | string | `PROJECTCONTRACTTYPEID` of the selected [project contract type](https://developer.intacct.com/api/construction/projec

Network accessline 6925

| PROJECTCONTRACTTYPEID | Optional | string | `PROJECTCONTRACTTYPEID` of the selected [project contract type](https://developer.intacct.com/api/construction/project-contract-types/). |

Network accessline 6926

| ARCHITECT.CONTACTNAME | Optional | string | Name of the architect contact. | | SUPDOCID | Optional | string | `supdocid` of an [attachment](https://developer.intacct.com/api/company-console/attachments/) | | STATUS | Optional | Enum | Whe

Network accessline 6927

| SUPDOCID | Optional | string | `supdocid` of an [attachment](https://developer.intacct.com/api/company-console/attachments/) |

Network accessline 6944

| SCHEDULEIMPACT | Optional | string | Impact to the schedule due to this project contract. | | INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](http

Network accessline 6945

| INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contrac

Network accessline 6946

| INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contract. |

Network accessline 6947

| INTERNALVERBALBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who verbally agreed to this project contract. |

Network accessline 6948

| INTERNALISSUEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who issued this project contract. |

Network accessline 6949

| INTERNALISSUEDON | Optional | Date | Date this project contract was issued. | | INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approve

Network accessline 6950

| INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approved this project contract. |

Network accessline 6951

| INTERNALAPPROVEDON | Optional | Date | Date this project contract was internally approved. | | INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signe

Network accessline 6952

| INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signed this project contract. |

Network accessline 6955

| INTERNALSOURCEREFNO | Optional | string | Internal source reference number. | | EXTERNALREFNO | Optional | string | External reference number. | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.int

Network accessline 6956

| EXTERNALREFNO | Optional | string | External reference number. | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contr

Network accessline 6957

| EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contract. |

Network accessline 6958

| EXTERNALAPPROVEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who approved this project contract. |

Network accessline 6959

| EXTERNALAPPROVEDON | Optional | Date | Date this project contract was externally approved. | | EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed t

Network accessline 6960

| EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed this project contract. |

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- **Progress bill** (`Progress`)   - Each contract line has its own billing value   - Billing value can be updated by price changes from [project change orders](https://developer.intacct.com/api/construction/project-change-orders/)

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- Each contract line has its own billing value   - Billing value can be updated by price changes from [project change orders](https://developer.intacct.com/api/construction/project-change-orders/) - **Time and material** (`TM`)

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- Billing value can be updated by price changes from [project change orders](https://developer.intacct.com/api/construction/project-change-orders/)

Network accessline 7072

|---|---|---|---| | object | Required | string | Use `PROJECTCONTRACTLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 7073

| object | Required | string | Use `PROJECTCONTRACTLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 7074

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 7075

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 7076

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 7077

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 7210

| SCHEDULEIMPACT | Optional | string | Impact to the schedule due to this project contract line. | | INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee]

Network accessline 7211

| INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contrac

Network accessline 7212

| INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contract line. |

Network accessline 7213

| INTERNALVERBALBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who verbally agreed to this project contract line. |

Network accessline 7214

| INTERNALISSUEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who issued this project contract line. |

Network accessline 7215

| INTERNALISSUEDON | Optional | Date | Date this project contract line was issued. | | INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally ap

Network accessline 7216

| INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approved this project contract line. |

Network accessline 7217

| INTERNALAPPROVEDON | Optional | Date | Date this project contract line was internally approved. | | INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who

Network accessline 7218

| INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signed this project contract line. |

Network accessline 7221

| INTERNALSOURCEREFNO | Optional | string | Internal source reference number. | | EXTERNALREFNO | Optional | string | External reference number | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.inta

Network accessline 7222

| EXTERNALREFNO | Optional | string | External reference number | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contra

Network accessline 7223

| EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contract line. |

Network accessline 7224

| EXTERNALAPPROVEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who approved this project contract line. |

Network accessline 7225

| EXTERNALAPPROVEDON | Optional | Date | Date this project contract line was externally approved. | | EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who sig

Network accessline 7226

| EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed this project contract line. |

Network accessline 7227

| EXTERNALSIGNEDON | Optional | Date | Date this project contract line was externally signed. | | SUPDOCID | Optional | string | [Attachment ID](https://developer.intacct.com/api/company-console/attachments/) | | DEFAULTRATETABLEID | Option

Network accessline 7228

| SUPDOCID | Optional | string | [Attachment ID](https://developer.intacct.com/api/company-console/attachments/) |

Network accessline 7229

| DEFAULTRATETABLEID | Optional | string | `RATETABLEID` of the default [rate table](https://developer.intacct.com/api/construction/rate-tables/) that is used when other rate tables aren’t specified. BILLINGTYPE must be `TM`. |

Network accessline 7230

| TSRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for timesheets. BILLINGTYPE must be `TM`. |

Network accessline 7231

| PORATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for purchase orders. BILLINGTYPE must be `TM`. |

Network accessline 7232

| APRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for accounts payable. BILLINGTYPE must be `TM`. |

Network accessline 7233

| GLRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for general ledger. BILLINGTYPE must be `TM`. |

Network accessline 7234

| CCRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for credit card purchases. BILLINGTYPE must be `TM`. |

Network accessline 7235

| EERATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for employee expenses. BILLINGTYPE must be `TM`. |

Network accessline 7236

| CLASSID | Optional | string | `CLASSID` of the selected [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 7237

| CONTRACTID | Optional | string | `CONTRACTID` of the selected [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/). |

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| COSTTYPEID | Optional | string | `COSTTYPEID` of the selected [cost type](https://developer.intacct.com/api/construction/cost-types/). |

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| DEPARTMENTID | Optional | string | `DEPARTMENTID` of the [department](https://developer.intacct.com/api/company-console/departments/) associated with this project contract line. |

Network accessline 7240

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the selected [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 7241

| ITEMID | Required | string | `ITEMID` of the selected [item](https://developer.intacct.com/api/inventory-control/items/). Only active Items are allowed that are of Non-Inventory or Non-Inventory (Sales only) type. |

Network accessline 7242

| PROJECTID | Required | string | `PROJECTID` for a valid, active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that is same as the project on the project contract or a descendant of that project. |

Network accessline 7243

| TASKID | Optional | string | `TASKID` of the [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) related to this project contract line. `TASKID` must be a task under the same project or parent project. You cannot use th

Network accessline 7244

| VENDORID | Optional | string | `VENDORID` of the selected [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

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| WAREHOUSEID | Optional | string | `WAREHOUSEID` of the selected [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 7344

| SCHEDULEIMPACT | Optional | string | Impact to the schedule due to this project contract line. | | INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee]

Network accessline 7345

| INTERNALREFNO | Optional | string | Internal reference number. | | INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contrac

Network accessline 7346

| INTERNALINITIATEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who initiated this project contract line. |

Network accessline 7347

| INTERNALVERBALBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who verbally agreed to this project contract line. |

Network accessline 7348

| INTERNALISSUEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who issued this project contract line. |

Network accessline 7349

| INTERNALISSUEDON | Optional | Date | Date this project contract line was issued. | | INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally ap

Network accessline 7350

| INTERNALAPPROVEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who internally approved this project contract line. |

Network accessline 7351

| INTERNALAPPROVEDON | Optional | Date | Date this project contract line was internally approved. | | INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who

Network accessline 7352

| INTERNALSIGNEDBY | Optional | string | `EMPLOYEEID` of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who signed this project contract line. |

Network accessline 7355

| INTERNALSOURCEREFNO | Optional | string | Internal source reference number. | | EXTERNALREFNO | Optional | string | External reference number | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.inta

Network accessline 7356

| EXTERNALREFNO | Optional | string | External reference number | | EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contra

Network accessline 7357

| EXTERNALVERBALBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who verbally accepted this project contract line. |

Network accessline 7358

| EXTERNALAPPROVEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who approved this project contract line. |

Network accessline 7359

| EXTERNALAPPROVEDON | Optional | Date | Date this project contract line was externally approved. | | EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who sig

Network accessline 7360

| EXTERNALSIGNEDBY | Optional | string | `CONTACTNAME` of the [contact](https://developer.intacct.com/api/company-console/contacts/) who signed this project contract line. |

Network accessline 7361

| EXTERNALSIGNEDON | Optional | Date | Date this project contract line was externally signed. | | SUPDOCID | Optional | string | [Attachment ID](https://developer.intacct.com/api/company-console/attachments/) | | DEFAULTRATETABLEID | Option

Network accessline 7362

| SUPDOCID | Optional | string | [Attachment ID](https://developer.intacct.com/api/company-console/attachments/) |

Network accessline 7363

| DEFAULTRATETABLEID | Optional | string | `RATETABLEID` of the default [rate table](https://developer.intacct.com/api/construction/rate-tables/) that is used when other rate tables aren’t specified. BILLINGTYPE must be `TM`. |

Network accessline 7364

| TSRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for timesheets. BILLINGTYPE must be `TM`. |

Network accessline 7365

| PORATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for purchase orders. BILLINGTYPE must be `TM`. |

Network accessline 7366

| APRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for accounts payable. BILLINGTYPE must be `TM`. |

Network accessline 7367

| GLRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for general ledger. BILLINGTYPE must be `TM`. |

Network accessline 7368

| CCRATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for credit card purchases. BILLINGTYPE must be `TM`. |

Network accessline 7369

| EERATETABLEID | Optional | string | `RATETABLEID` of the [rate table](https://developer.intacct.com/api/construction/rate-tables/) for employee expenses. BILLINGTYPE must be `TM`. |

Network accessline 7370

| CLASSID | Optional | string | `CLASSID` of the selected [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 7371

| CONTRACTID | Optional | string | `CONTRACTID` of the selected [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/). |

Network accessline 7372

| COSTTYPEID | Optional | string | `COSTTYPEID` of the selected [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 7373

| DEPARTMENTID | Optional | string | `DEPARTMENTID` of the [department](https://developer.intacct.com/api/company-console/departments/) associated with this project contract line. |

Network accessline 7374

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of the selected [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 7375

| ITEMID | Optional | string | `ITEMID` of the selected [item](https://developer.intacct.com/api/inventory-control/items/) Only active Items are allowed that are of Non-Inventory or Non-Inventory (Sales only) type. |

Network accessline 7376

| PROJECTID | Optional | string | `PROJECTID` for a valid, active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that is same as the project on the project contract or a descendant of that project. |

Network accessline 7377

| TASKID | Optional | string | `TASKID` of the [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) related to this project contract line. |

Network accessline 7378

| VENDORID | Optional | string | `VENDORID` of the selected [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 7379

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of the selected [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 7428

| EUOM | Optional | string | External Unit of Measure. | | MEMO | Optional | string | Memo | | CLASSID | Optional | string | ID of the selected [class](https://developer.intacct.com/api/company-console/classes/) |

Network accessline 7429

| MEMO | Optional | string | Memo | | CLASSID | Optional | string | ID of the selected [class](https://developer.intacct.com/api/company-console/classes/) | | CONTRACTID | Optional | string | ID of the selected [contract](https://developer.

Network accessline 7430

| CLASSID | Optional | string | ID of the selected [class](https://developer.intacct.com/api/company-console/classes/) |

Network accessline 7431

| CONTRACTID | Optional | string | ID of the selected [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 7432

| COSTTYPEID | Optional | string | ID of the selected [cost type](https://developer.intacct.com/api/construction/cost-types/). You must also supply a TASKID, and the cost type must belong to the task. |

Network accessline 7433

| DEPARTMENTID | Optional | string | ID of the selected [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 7434

| EMPLOYEEID | Optional | string | ID of the selected [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 7435

| ITEMID | Optional | string | ID of the selected [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 7436

| PROJECTID | Optional | string | ID of a valid, active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) that is same as the project on the project contract or a descendant of that project. |

Network accessline 7437

| TASKID | Optional | string | ID of the [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/) related to this project contract line entry. You must also supply a PROJECTID, and the task must belong to the project. |

Network accessline 7438

| VENDORID | Optional | string | ID of the selected [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 7439

| WAREHOUSEID | Optional | string | ID of the selected [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/) |

Network accessline 7487

|---|---|---|---| | object | Required | string | Use `PROJECTCONTRACTLINEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

Network accessline 7488

| object | Required | string | Use `PROJECTCONTRACTLINEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 7489

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 7490

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 7491

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 7492

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 7547

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 7554

Source: https://developer.intacct.com/api/construction/project-estimate-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PJESTIMATETYPE`.

Network accessline 7560

You specify a project estimate type when creating [project estimates](https://developer.intacct.com/api/construction/project-estimates/).

Network accessline 7610

|---|---|---|---| | object | Required | string | Use `PJESTIMATETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 7611

| object | Required | string | Use `PJESTIMATETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 7612

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 7613

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 7614

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 7615

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 7804

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 7811

Source: https://developer.intacct.com/api/construction/project-estimates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PJESTIMATE`, `PJESTIMATEENTRY`.

Network accessline 7819

Your project estimate can post entries to an existing GL budget that was configured for that project in the Sage Intacct UI. An optional [project estimate type](https://developer.intacct.com/api/construction/project-estimate-types/) lets yo

Network accessline 7828

> **Note:** As the project progresses, you can create [change requests](https://developer.intacct.com/api/construction/change-requests/) that update project estimate entries.

Network accessline 7880

|---|---|---|---| | object | Required | string | Use `PJESTIMATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 7881

| object | Required | string | Use `PJESTIMATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 7882

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 7883

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 7884

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 7885

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 8017

| ISPRIMARY | Optional | boolean | Specifies whether this is the primary estimate for the project. Use `true` for primary, `false` otherwise. A project can have zero or one primary estimates and multiple non-primary estimates. The first est

Network accessline 8018

| POSTED | Optional | boolean | Specifies whether the estimate posts entries to the GL budget. Use `true` to post to the entries. You can “unpost” an estimate by updating it and setting `POSTED` to `false`.(Default: `false`) | | PJESTIMATET

Network accessline 8019

| PJESTIMATETYPENAME | Optional | string | Name of a [project estimate type](https://developer.intacct.com/api/construction/project-estimate-types/) that defines a subset of workflow types. This subset specifies which entries post to the GL

Network accessline 8070

- To modify the header information only, omit the array of entries altogether. - To update existing entries, specify their record numbers and the fields to change. You cannot update a project estimate entry if there is a [change request](ht

Network accessline 8071

- To update existing entries, specify their record numbers and the fields to change. You cannot update a project estimate entry if there is a [change request](https://developer.intacct.com/api/construction/change-requests/) entry that is li

Network accessline 8127

| PJESTIMATEID | Optional | string | Unique ID of the project estimate. Required if not providing the record number. | | DESCRIPTION | Optional | string | Description of the project estimate. Use 1000 or fewer characters. | | ISPRIMARY | Op

Network accessline 8128

| DESCRIPTION | Optional | string | Description of the project estimate. Use 1000 or fewer characters. | | ISPRIMARY | Optional | boolean | Specifies whether this is the primary estimate for the project. Use `true` for primary, `false` othe

Network accessline 8129

| ISPRIMARY | Optional | boolean | Specifies whether this is the primary estimate for the project. Use `true` for primary, `false` otherwise. A project can have zero or one primary estimates and multiple non-primary estimates. You cannot ch

Network accessline 8130

| POSTED | Optional | boolean | Specifies whether the estimate posts entries to the GL budget. `true` posts the entries, `false` performs an unpost and deletes any existing GL budget entries. | | PJESTIMATETYPENAME | Optional | string | Nam

Network accessline 8131

| PJESTIMATETYPENAME | Optional | string | Name of a [project estimate type](https://developer.intacct.com/api/construction/project-estimate-types/) that defines a subset of workflow types. This subset specifies which entries post to the GL

Network accessline 8173

You cannot delete a primary or finalized project estimate, nor can you delete one with [change request](https://developer.intacct.com/api/construction/change-requests/) entries linked to it.

Network accessline 8243

|---|---|---|---| | object | Required | string | Use `PJESTIMATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 8244

| object | Required | string | Use `PJESTIMATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 8245

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 8246

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 8247

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 8248

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 8387

You cannot update a project estimate entry if there is a [change request](https://developer.intacct.com/api/construction/change-requests/) entry that is linked to it.

Network accessline 8450

You cannot delete a project estimate entry if there is a [change request](https://developer.intacct.com/api/construction/change-requests/) entry that is linked to it.

Network accessline 8472

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 8479

Source: https://developer.intacct.com/api/construction/rate-tables/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `RATETABLE`, `RATETABLETSENTRY`, `RATETABLEPOENTRY`, `RATETABLEAPENTRY`.

Network accessline 8576

|---|---|---|---| | object | Required | string | Use `RATETABLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 8577

| object | Required | string | Use `RATETABLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 8578

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 8579

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 8580

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 8581

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 8837

| MARKUPPCT | Optional | numeric | Markup percent for this rate table entry. Cannot be used with LABORRATE. | | LABORRATE | Optional | numeric | Labor rate of this rate table entry. Cannot be used with MARKUPPCT. | | TIMETYPENAME | Optional

Network accessline 8838

| LABORRATE | Optional | numeric | Labor rate of this rate table entry. Cannot be used with MARKUPPCT. | | TIMETYPENAME | Optional | string | `NAME` of a [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to ap

Network accessline 8839

| TIMETYPENAME | Optional | string | `NAME` of a [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to apply it to this rate table. |

Network accessline 8840

| EMPPOSITIONID | Optional | string | `EMPPOSITIONID` to apply this rate by [employee positions](https://developer.intacct.com/api/construction/employee-position/) entered on timesheets. |

Network accessline 8841

| LABORCLASSID | Optional | string | `LABORCLASSID` of a [labor class](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-classes). |

Network accessline 8842

| LABORSHIFTID | Optional | string | `LABORSHIFTID` of a [labor shift](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-shifts). |

Network accessline 8843

| LABORUNIONID | Optional | string | `LABORUNIONID` of a [labor union](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-unions). |

Network accessline 8844

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 8845

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 8846

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 8847

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 8848

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 8849

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 8850

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 8851

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 8852

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 8853

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 8854

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 8855

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 8908

|---|---|---|---| | object | Required | string | Use `RATETABLETSENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 8909

| object | Required | string | Use `RATETABLETSENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 8910

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 8911

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 8912

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 8913

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 8960

| MARKUPPCT | Optional | numeric | Markup percent for this rate table entry. | | UNITPRICE | Optional | numeric | Unit price of a purchased item. ITEMID is required with UNITPRICE. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of an

Network accessline 8961

| UNITPRICE | Optional | numeric | Unit price of a purchased item. ITEMID is required with UNITPRICE. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulatio

Network accessline 8962

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 8963

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 8964

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 8965

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 8966

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 8967

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 8968

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 8969

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 8970

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 8971

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 8972

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 8973

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 9026

|---|---|---|---| | object | Required | string | Use `RATETABLEPOENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 9027

| object | Required | string | Use `RATETABLEPOENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 9028

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9029

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9030

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9031

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9077

| STARTDATE | Optional | Date | Start date for when these rates will be applied to credit card charges that are included for billing in invoices generated on or after this date. | | MARKUPPCT | Optional | Numeric | Markup percent for this r

Network accessline 9078

| MARKUPPCT | Optional | Numeric | Markup percent for this rate table entry. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). | | CLASSID |

Network accessline 9079

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 9080

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 9081

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 9082

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 9083

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 9084

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 9085

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 9086

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 9087

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 9088

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 9089

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 9090

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 9143

|---|---|---|---| | object | Required | string | Use `RATETABLECCENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 9144

| object | Required | string | Use `RATETABLECCENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 9145

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9146

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9147

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9148

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9194

| STARTDATE | Optional | Date | Start date for when these rates will be applied to employee expenses that are included for billing in invoices generated on or after this date. | | MARKUPPCT | Optional | Numeric | Markup percent for this rat

Network accessline 9195

| MARKUPPCT | Optional | Numeric | Markup percent for this rate table entry. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). | | CLASSID |

Network accessline 9196

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 9197

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 9198

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 9199

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 9200

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 9201

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 9202

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 9203

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 9204

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 9205

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 9206

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 9207

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 9260

|---|---|---|---| | object | Required | string | Use `RATETABLEEXPENSEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 9261

| object | Required | string | Use `RATETABLEEXPENSEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 9262

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9263

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9264

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9265

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9311

| MARKUPPCT | Optional | Numeric | Markup percent for this rate table entry. | | STARTDATE | Optional | Date | Start date for when these rates will be applied to accounts payable entries that are included for billing in invoices generated o

Network accessline 9312

| STARTDATE | Optional | Date | Start date for when these rates will be applied to accounts payable entries that are included for billing in invoices generated on or after this date. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of

Network accessline 9313

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 9314

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 9315

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 9316

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 9317

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 9318

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 9319

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 9320

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 9321

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 9322

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 9323

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 9324

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 9377

|---|---|---|---| | object | Required | string | Use `RATETABLEAPENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 9378

| object | Required | string | Use `RATETABLEAPENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 9379

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9380

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9381

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9382

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9428

| STARTDATE | Optional | Date | Start date for when these rates will be applied to general ledger entries that are included for billing in invoices generated on or after this date. | | MARKUPPCT | Optional | Numeric | Markup percent for thi

Network accessline 9429

| MARKUPPCT | Optional | Numeric | Markup percent for this rate table entry. | | ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). | | CLASSID |

Network accessline 9430

| ACCUMULATIONTYPENAME | Optional | string | `NAME` of an [accumulation type](https://developer.intacct.com/api/construction/accumulation-types/). |

Network accessline 9431

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 9432

| COSTTYPEID | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). |

Network accessline 9433

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 9434

| EMPLOYEEID | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 9435

| ITEMID | Optional | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 9436

| PROJECTID | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 9437

| STANDARDCOSTTYPEID | Optional | string | `STANDARDCOSTTYPEID` of a [standard cost type](https://developer.intacct.com/api/construction/standard-cost-types/). |

Network accessline 9438

| STANDARDTASKID | Optional | string | `STANDARDTASKID` of a [standard task](https://developer.intacct.com/api/construction/standard-tasks/). |

Network accessline 9439

| TASKID | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). |

Network accessline 9440

| VENDORID | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 9441

| WAREHOUSEID | Optional | string | `WAREHOUSEID` of a [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 9494

|---|---|---|---| | object | Required | string | Use `RATETABLEGLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 9495

| object | Required | string | Use `RATETABLEGLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 9496

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9497

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9498

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9499

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9533

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 9540

Source: https://developer.intacct.com/api/construction/standard-cost-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `STANDARDCOSTTYPE`.

Network accessline 9595

|---|---|---|---| | object | Required | string | Use `STANDARDCOSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 9596

| object | Required | string | Use `STANDARDCOSTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 9597

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9598

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9599

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9600

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 9803

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 9810

Source: https://developer.intacct.com/api/construction/standard-tasks/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `STANDARDTASK`.

Network accessline 9816

Standard tasks are independent of projects. Your standard task can link to multiple [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/). When you create a task based on a standard task like this, the c

Network accessline 9867

|---|---|---|---| | object | Required | string | Use `STANDARDTASK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 9868

| object | Required | string | Use `STANDARDTASK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 9869

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 9870

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 9871

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 9872

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 10002

| UTILIZED | Optional | boolean | Utilized. Use `true` for yes, `false` for no. (Default: `false`) | | PRIORITY | Optional | string | Priority | | TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/

Network accessline 10003

| PRIORITY | Optional | string | Priority | | TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to use. | | TASKNO | Optional | string | Work breakdown structure

Network accessline 10004

| TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to use. |

Network accessline 10006

| PARENTKEY | Optional | integer | Unique ID of the parent standard task | | CLASSID | Optional | string | Class ID | | STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https:/

Network accessline 10007

| CLASSID | Optional | string | Class ID | | STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/) to associate

Network accessline 10008

| STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/) to associate with the standard task |

Network accessline 10063

| UTILIZED | Optional | boolean | Utilized. Use `true` for yes, `false` for no. (Default: `false`) | | PRIORITY | Optional | string | Priority | | TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/

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| PRIORITY | Optional | string | Priority | | TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to use. | | TASKNO | Optional | string | Work breakdown structure

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| TIMETYPENAME | Optional | string | Name of the [time type](https://developer.intacct.com/api/project-resource-mgmt/time-types/) to use. |

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| PARENTKEY | Optional | integer | Unique ID of the parent standard task | | CLASSID | Optional | string | Class ID | | STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https:/

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| CLASSID | Optional | string | Class ID | | STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/) to associate

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| STANDARDTASKSTANDARDCOSTTYPES | Optional | `STANDARDTASKSTANDARDCOSTTYPE[1..n]` | Existing [standard cost types](https://developer.intacct.com/api/construction/standard-cost-types/) to associate with the standard task. To add a cost type,

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/contracts-rev-mgmt.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Contracts and Revenue Management* of the XML API reference at https://developer.intacct.com/api/contracts-rev-mgmt/: 17 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the releas

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/billing-price-lists/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTPRICELIST`, `CONTRACTITEMPRICELIST`, `CONTRACTITEMPRICELISTENTR

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|---|---|---|---| | object | Required | string | Use `CONTRACTPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

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| object | Required | string | Use `CONTRACTPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTITEMPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

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| object | Required | string | Use `CONTRACTITEMPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTITEMPRICELISTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that ma

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| object | Required | string | Use `CONTRACTITEMPRICELISTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTITEMPRCLSTENTYTIER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that ma

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| object | Required | string | Use `CONTRACTITEMPRCLSTENTYTIER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/billing-templates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTBILLINGTEMPLATE`, `CONTRACTBILLINGTEMPLATEENTRY`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTBILLINGTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `CONTRACTBILLINGTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 805

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 807

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTBILLINGTEMPLATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that

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| object | Required | string | Use `CONTRACTBILLINGTEMPLATEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-billing-schedules/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTBILLINGSCHEDULE`, `CONTRACTBILLINGSCHEDULEENTRY`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTBILLINGSCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `CONTRACTBILLINGSCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 1236

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1238

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTBILLINGSCHEDULEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that

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| object | Required | string | Use `CONTRACTBILLINGSCHEDULEENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-expense-schedules/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTEXPENSESCHEDULE`, `CONTRACTEXPENSE2SCHEDULE`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTEXPENSESCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `CONTRACTEXPENSESCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1561

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTEXPENSE2SCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

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| object | Required | string | Use `CONTRACTEXPENSE2SCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 1827

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1829

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1830

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1980

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1987

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-expense-templates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTEXPENSETEMPLATE`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTEXPENSETEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `CONTRACTEXPENSETEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 2042

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2044

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2280

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-expenses/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTEXPENSE`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTEXPENSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 2341

| object | Required | string | Use `CONTRACTEXPENSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 2342

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2344

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| EXCHANGE_RATE | Optional | currency | Exchange rate value. | | AMOUNT | Optional | currency | Amount | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/).

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| AMOUNT | Optional | currency | Amount | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPARTMENTID |

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| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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When you use this function, the state of the contract expense remains in progress, but any [expense schedules](https://developer.intacct.com/api/contracts-rev-mgmt/contract-expense-schedules/) are put on hold.

Network accessline 2596

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTGROUP`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 2657

| object | Required | string | Use `CONTRACTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 2658

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2659

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2660

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2746

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2753

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-invoice-policies/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GENINVOICEPOLICY`.

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|---|---|---|---| | object | Required | string | Use `GENINVOICEPOLICY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 2812

| object | Required | string | Use `GENINVOICEPOLICY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 2813

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2814

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2815

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2816

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2929

| NAME | Required | string | A short identifier for the invoice policy. This ID will appear in any applicable invoice policy selection lists in Intacct. You can’t change the Name after you save the invoice policy. | | DESCRIPTION | Optional

Network accessline 2930

| DESCRIPTION | Optional | string | A meaningful description of the invoice policy. | | DOCPARID | Optional | string | The `DOCID` of the [transaction definition](https://developer.intacct.com/api/order-entry/order-entry-transaction-definit

Network accessline 2931

| DOCPARID | Optional | string | The `DOCID` of the [transaction definition](https://developer.intacct.com/api/order-entry/order-entry-transaction-definitions/) to use for invoices generated using this invoice policy. The definition must be

Network accessline 2932

| SETASOFDATE | Optional | string | As-of date to be used when generating invoices. For example, if `SETASOFDATE` = `End of this month` and this month is June, Intacct will set the As of date to June 30 when you generate invoices using this

Network accessline 2933

| INVOICEBY | Optional | string | Specifies how the invoices are organized and consolidated: - `CUSTOMER#~#CONTRACT` - A separate invoice for each contract (Legacy value: `CONTRACT`). (default)<br>- `CUSTOMER#~#CONTRACT#~#BILLTO` - A separa

Network accessline 2934

| PRICELISTID | Optional | string | The `NAME` of an [order entry price list](https://developer.intacct.com/api/order-entry/price-lists/) to use to override pricing for billable transactions related to projects. This price list overrides an

Network accessline 2942

| Name | Required | Type | Description | |---|---|---|---| | CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. |

Network accessline 2943

|---|---|---|---| | CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. | | CLASSGROUPID | Optional | string | `ID` of a [cla

Network accessline 2944

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. |

Network accessline 2945

| CLASSGROUPID | Optional | string | `ID` of a [class group](https://developer.intacct.com/api/company-console/class-groups/) to only include work tagged with any of the classes in that group. |

Network accessline 2946

| CONTRACTID | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) to only include work for the specified contract. |

Network accessline 2947

| CONTRACTGROUPID | Optional | string | The `ID` of a [contract group](https://developer.intacct.com/api/contracts-rev-mgmt/contract-groups/) to generate invoices for the specified contract group. |

Network accessline 2948

| CONTRACTTYPEID | Optional | string | The `NAME` of a [contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) to only include work from contacts with that type. |

Network accessline 2949

| CURRENCY | Optional | currency | Set a currency code to only include invoices from contracts that use that transaction currency. Only applicable to multi-currency companies. | | CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer

Network accessline 2950

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/) to generate invoices for a specified customer. |

Network accessline 2951

| CUSTOMERTYPEID | Optional | string | The `NAME` of a [customer type](https://developer.intacct.com/api/accounts-receivable/customer-types/) to generate invoices for a specified customer type. |

Network accessline 2952

| CUSTOMERGROUPID | Optional | string | `ID` of a [customer group](https://developer.intacct.com/api/accounts-receivable/customer-groups/) to only include work done for customers in that group. |

Network accessline 2953

| DEPARTMENTID | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/) to generate invoices for that department. |

Network accessline 2954

| DEPARTMENTGROUPID | Optional | string | `ID` of a [department group](https://developer.intacct.com/api/company-console/department-groups/) to only include work assocaited with departments in that group. |

Network accessline 2955

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/) to generate invoices for the work of that employee. |

Network accessline 2956

| EMPLOYEEGROUPID | Optional | string | `ID` of an [employee group](https://developer.intacct.com/api/employee-expenses/employee-groups/) to generate invoices for the work of employees in that group. |

Network accessline 2957

| ITEMID | Required | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/) to generate invoices for a specified item. |

Network accessline 2958

| ITEMGROUPID | Optional | string | `ID` of an [item group](https://developer.intacct.com/api/inventory-control/item-groups/) to generate invoices for items in a specified item group. |

Network accessline 2959

| LOCATIONID | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/) to restrict invoices to the specified location. |

Network accessline 2960

| LOCATIONGROUPID | Optional | string | `ID` of a [location group](https://developer.intacct.com/api/company-console/location-groups/) to only include work done at any of the locations in that group. |

Network accessline 2961

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to generate invoices for that project. |

Network accessline 2962

| PROJECTTYPEID | Optional | string | The `NAME` of an active [project type](https://developer.intacct.com/api/project-resource-mgmt/project-types/) to generate invoices for that project type. |

Network accessline 2963

| PROJECTGROUPID | Optional | string | `ID` of a [project group](https://developer.intacct.com/api/project-resource-mgmt/project-groups/) to generate invoices for all projects in that group. |

Network accessline 2970

|---|---|---|---| | INCLUDECONTRACTS | Optional | Boolean | Whether contract transactions are included in invoices. - `false` - contract transactions are not included (default)<br>- `true` - contract transactions are included | | INCLUDECON

Network accessline 2971

| INCLUDECONTRACTS | Optional | Boolean | Whether contract transactions are included in invoices. - `false` - contract transactions are not included (default)<br>- `true` - contract transactions are included | | INCLUDECONTRACTUSAGE | Optio

Network accessline 2972

| INCLUDECONTRACTUSAGE | Optional | Boolean | Whether [contract usage transactions](https://developer.intacct.com/api/contracts-rev-mgmt/usage-data/) are included in invoices. - `false` - usage transactions are not included (default)<br>- `

Network accessline 2973

| INCLUDETIMESHEETS | Optional | string | Whether [timesheets](https://developer.intacct.com/api/project-resource-mgmt/timesheets/) are included in invoices. - `false` - timesheets are not included (default)<br>- `true` - timesheets are inc

Network accessline 2974

| INCLUDEEXPENSES | Optional | string | Whether [employee expenses](https://developer.intacct.com/api/employee-expenses/expense-reports/) are included in invoices. - `false` - expenses are not included (default)<br>- `true` - expenses are i

Network accessline 2975

| INCLUDEAPBILLS | Optional | string | Whether [Accounts Payable bills](https://developer.intacct.com/api/accounts-payable/bills/) are included in invoices. - `false` - AP bills are not included (default)<br>- `true` - AP bills are included

Network accessline 2976

| INCLUDEPODOCUMENTS | Optional | string | Whether [purchasing transactions](https://developer.intacct.com/api/purchasing/purchasing-transactions/) are included in invoices. - `false` - purchasing transactions are not included (default)<br>

Network accessline 3042

| NAME | Optional | string | Name of the policy to update. Required if not using `RECORDNO`. Note that you cannot change a policy name. | | DESCRIPTION | Optional | string | A meaningful description of the invoice policy. | | DOCPARID | Opt

Network accessline 3043

| DESCRIPTION | Optional | string | A meaningful description of the invoice policy. | | DOCPARID | Optional | string | The `DOCID` of the [transaction definition](https://developer.intacct.com/api/order-entry/order-entry-transaction-definit

Network accessline 3044

| DOCPARID | Optional | string | The `DOCID` of the [transaction definition](https://developer.intacct.com/api/order-entry/order-entry-transaction-definitions/) to use for invoices generated using this invoice policy. The definition must be

Network accessline 3045

| SETASOFDATE | Optional | string | As-of date to be used when generating invoices. For example, if `SETASOFDATE` = `End of this month` and this month is June, Intacct will set the As of date to June 30 when you generate invoices using this

Network accessline 3046

| INVOICEBY | Optional | string | Specifies how the invoices are organized and consolidated: - `CUSTOMER#~#CONTRACT` - A separate invoice for each contract (Legacy value: `CONTRACT`). (default)<br>- `CUSTOMER#~#CONTRACT#~#BILLTO` - A separa

Network accessline 3047

| PRICELISTID | Optional | string | The `NAME` of an [order entry price list](https://developer.intacct.com/api/order-entry/price-lists/) to use to override pricing for billable transactions related to projects. This price list overrides an

Network accessline 3055

| Name | Required | Type | Description | |---|---|---|---| | CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. |

Network accessline 3056

|---|---|---|---| | CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. | | CLASSGROUPID | Optional | string | `ID` of a [cla

Network accessline 3057

| CLASSID | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/) to only include work tagged with the specified class. |

Network accessline 3058

| CLASSGROUPID | Optional | string | `ID` of a [class group](https://developer.intacct.com/api/company-console/class-groups/) to only include work tagged with any of the classes in that group. |

Network accessline 3059

| CONTRACTID | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) to only include work for the specified contract. |

Network accessline 3060

| CONTRACTGROUPID | Optional | string | The `ID` of a [contract group](https://developer.intacct.com/api/contracts-rev-mgmt/contract-groups/) to generate invoices for the specified contract group. |

Network accessline 3061

| CONTRACTTYPEID | Optional | string | The `NAME` of a [contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) to only include work from contacts with that type. |

Network accessline 3062

| CURRENCY | Optional | currency | Set a currency code to only include invoices from contracts that use that transaction currency. Only applicable to multi-currency companies. | | CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer

Network accessline 3063

| CUSTOMERID | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/) to generate invoices for a specified customer. |

Network accessline 3064

| CUSTOMERTYPEID | Optional | string | The `NAME` of a [customer type](https://developer.intacct.com/api/accounts-receivable/customer-types/) to generate invoices for a specified customer type. |

Network accessline 3065

| CUSTOMERGROUPID | Optional | string | `ID` of a [customer group](https://developer.intacct.com/api/accounts-receivable/customer-groups/) to only include work done for customers in that group. |

Network accessline 3066

| DEPARTMENTID | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/) to generate invoices for that department. |

Network accessline 3067

| DEPARTMENTGROUPID | Optional | string | `ID` of a [department group](https://developer.intacct.com/api/company-console/department-groups/) to only include work assocaited with departments in that group. |

Network accessline 3068

| EMPLOYEEID | Optional | string | `EMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/) to generate invoices for the work of that employee. |

Network accessline 3069

| EMPLOYEEGROUPID | Optional | string | `ID` of an [employee group](https://developer.intacct.com/api/employee-expenses/employee-groups/) to generate invoices for the work of employees in that group. |

Network accessline 3070

| ITEMID | Required | string | `ITEMID` of an [item](https://developer.intacct.com/api/inventory-control/items/) to generate invoices for a specified item. |

Network accessline 3071

| ITEMGROUPID | Optional | string | `ID` of an [item group](https://developer.intacct.com/api/inventory-control/item-groups/) to generate invoices for items in a specified item group. |

Network accessline 3072

| LOCATIONID | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/) to restrict invoices to the specified location. |

Network accessline 3073

| LOCATIONGROUPID | Optional | string | `ID` of a [location group](https://developer.intacct.com/api/company-console/location-groups/) to only include work done at any of the locations in that group. |

Network accessline 3074

| PROJECTID | Optional | string | `PROJECTID` of an active [project](https://developer.intacct.com/api/project-resource-mgmt/projects/) to generate invoices for that project. |

Network accessline 3075

| PROJECTTYPEID | Optional | string | The `NAME` of an active [project type](https://developer.intacct.com/api/project-resource-mgmt/project-types/) to generate invoices for that project type. |

Network accessline 3076

| PROJECTGROUPID | Optional | string | `ID` of a [project group](https://developer.intacct.com/api/project-resource-mgmt/project-groups/) to generate invoices for all projects in that group. |

Network accessline 3083

|---|---|---|---| | INCLUDECONTRACTS | Optional | Boolean | Whether contract transactions are included in invoices. - `false` - contract transactions are not included (default)<br>- `true` - contract transactions are included | | INCLUDECON

Network accessline 3084

| INCLUDECONTRACTS | Optional | Boolean | Whether contract transactions are included in invoices. - `false` - contract transactions are not included (default)<br>- `true` - contract transactions are included | | INCLUDECONTRACTUSAGE | Optio

Network accessline 3085

| INCLUDECONTRACTUSAGE | Optional | Boolean | Whether [contract usage transactions](https://developer.intacct.com/api/contracts-rev-mgmt/usage-data/) are included in invoices. - `false` - usage transactions are not included (default)<br>- `

Network accessline 3086

| INCLUDETIMESHEETS | Optional | string | Whether [timesheets](https://developer.intacct.com/api/project-resource-mgmt/timesheets/) are included in invoices. - `false` - timesheets are not included (default)<br>- `true` - timesheets are inc

Network accessline 3087

| INCLUDEEXPENSES | Optional | string | Whether [employee expenses](https://developer.intacct.com/api/employee-expenses/expense-reports/) are included in invoices. - `false` - expenses are not included (default)<br>- `true` - expenses are i

Network accessline 3088

| INCLUDEAPBILLS | Optional | string | Whether [Accounts Payable bills](https://developer.intacct.com/api/accounts-payable/bills/) are included in invoices. - `false` - AP bills are not included (default)<br>- `true` - AP bills are included

Network accessline 3089

| INCLUDEPODOCUMENTS | Optional | string | Whether [purchasing transactions](https://developer.intacct.com/api/purchasing/purchasing-transactions/) are included in invoices. - `false` - purchasing transactions are not included (default)<br>

Network accessline 3141

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3148

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-invoices/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GENINVOICEPREVIEW`, `GENINVOICEPREVIEWLINE`, `GENINVOICERUN`.

Network accessline 3211

|---|---|---|---| | object | Required | string | Use `GENINVOICEPREVIEW` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 3212

| object | Required | string | Use `GENINVOICEPREVIEW` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 3213

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3214

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3215

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3216

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3404

|---|---|---|---| | object | Required | string | Use `GENINVOICEPREVIEWLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 3405

| object | Required | string | Use `GENINVOICEPREVIEWLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 3406

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3407

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3408

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3409

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3513

|---|---|---|---| | object | Required | string | Use `GENINVOICERUN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 3514

| object | Required | string | Use `GENINVOICERUN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 3515

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3516

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3517

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3518

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3613

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3620

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-lines/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTDETAIL`, `CONTRACTEXPENSE`.

Network accessline 3696

|---|---|---|---| | object | Required | string | Use `CONTRACTDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 3697

| object | Required | string | Use `CONTRACTDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 3698

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3699

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3700

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3701

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3988

| SHIPTOCONTACTNAME | Optional | string | Ship to contact name for the detail, which overrides the ship to contact name on the contract. | | SHIPTOSOURCE | Optional | string | Specifies whether the Ship to contact name on the line is overri

Network accessline 3989

| SHIPTOSOURCE | Optional | string | Specifies whether the Ship to contact name on the line is overridden when the Ship to contact name on the contract itself is modified. Use `Contract value` to allow this overriding or `User-specified val

Network accessline 3990

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 4073

When you use this function, the state of the contract line remains in progress, but the [billing](https://developer.intacct.com/api/contracts-rev-mgmt/contract-billing-schedules/) and [revenue](https://developer.intacct.com/api/contracts-re

Network accessline 4227

|---|---|---|---| | object | Required | string | Use `CONTRACTEXPENSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 4228

| object | Required | string | Use `CONTRACTEXPENSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 4229

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4230

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4231

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4232

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4386

| EXCHANGE_RATE | Optional | currency | Exchange rate value. | | AMOUNT | Optional | currency | Amount | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/).

Network accessline 4387

| AMOUNT | Optional | currency | Amount | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | DEPARTMENTID |

Network accessline 4388

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 4463

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4470

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-revenue-schedules/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTREVENUESCHEDULE`, `CONTRACTREVENUE2SCHEDULE`.

Network accessline 4531

|---|---|---|---| | object | Required | string | Use `CONTRACTREVENUESCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

Network accessline 4532

| object | Required | string | Use `CONTRACTREVENUESCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 4533

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4534

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4535

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4536

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `CONTRACTREVENUE2SCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

Network accessline 4803

| object | Required | string | Use `CONTRACTREVENUE2SCHEDULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 4804

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4805

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4806

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4807

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4957

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4964

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-revenue-templates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTREVENUETEMPLATE`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTREVENUETEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `CONTRACTREVENUETEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 5019

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5020

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5021

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5022

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5298

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5305

Source: https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTTYPE`.

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|---|---|---|---| | object | Required | string | Use `CONTRACTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 5361

| object | Required | string | Use `CONTRACTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 5362

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5363

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5364

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5365

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5562

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/contracts-rev-mgmt/contracts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACT`.

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|---|---|---|---| | object | Required | string | Use `CONTRACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

Network accessline 5642

| object | Required | string | Use `CONTRACT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 5643

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5644

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5645

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5646

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5787

| NAME | Required | string | Contract name | | STATE | Optional | string | State in which to create the contract. - `In progress` (default)<br>- `Draft` - The contract that will not yet post to the general ledger. Use the [post](#contracts-

Network accessline 5788

| STATE | Optional | string | State in which to create the contract. - `In progress` (default)<br>- `Draft` - The contract that will not yet post to the general ledger. Use the [post](#contracts--post-contract) function to move a contract f

Network accessline 5789

| CONTRACTTYPE | Optional | string | [Contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) |

Network accessline 5862

| CUSTOMERID | Optional | string | Customer ID | | NAME | Optional | string | Contract name | | CONTRACTTYPE | Optional | string | [Contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) |

Network accessline 5863

| NAME | Optional | string | Contract name | | CONTRACTTYPE | Optional | string | [Contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) | | BILLTOCONTACTNAME | Optional | string | Bill to contact name. Leave

Network accessline 5864

| CONTRACTTYPE | Optional | string | [Contract type](https://developer.intacct.com/api/contracts-rev-mgmt/contract-types/) |

Network accessline 6052

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 6059

Source: https://developer.intacct.com/api/contracts-rev-mgmt/mea-allocations/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTMEABUNDLE`.

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For information about how to clear MEA allocations from contracts, see [clearallmea](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/#clear-all-mea-allocations) and [clearlastactivemea](https://developer.intacct.com/api/contr

Network accessline 6119

|---|---|---|---| | object | Required | string | Use `CONTRACTMEABUNDLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 6120

| object | Required | string | Use `CONTRACTMEABUNDLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 6121

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6122

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6123

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6124

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6243

| CONTRACTDETAILLINENO | Required | string | Line number of the contract line | | BUNDLENO | Required | integer | Number for the allocation. | | MEA_AMOUNT | Optional | currency | Override amount for the allocation. Only used if you want to

Network accessline 6245

| MEA_AMOUNT | Optional | currency | Override amount for the allocation. Only used if you want to override the calculated amount, which would otherwise be generated based on the MEA price list. The MEA amount total for a bundle must equal t

Network accessline 6249

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 6256

Source: https://developer.intacct.com/api/contracts-rev-mgmt/mea-price-lists/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTMEAPRICELIST`, `CONTRACTMEAITEMPRICELIST`, `CONTRACTMEAITEMPRICELIS

Network accessline 6262

Usage information for [MEA price lists](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=TOC_mea_price_lists) is available in the Sage Intacct product help.

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|---|---|---|---| | object | Required | string | Use `CONTRACTMEAPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match th

Network accessline 6316

| object | Required | string | Use `CONTRACTMEAPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Chec

Network accessline 6317

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6318

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6319

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6320

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6459

|---|---|---|---| | object | Required | string | Use `CONTRACTMEAITEMPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that matc

Network accessline 6460

| object | Required | string | Use `CONTRACTMEAITEMPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 6461

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6462

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6463

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6464

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6577

|---|---|---|---| | object | Required | string | Use `CONTRACTMEAITEMPRICELISTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that

Network accessline 6578

| object | Required | string | Use `CONTRACTMEAITEMPRICELISTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 6579

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6580

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6581

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6582

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6649

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 6656

Source: https://developer.intacct.com/api/contracts-rev-mgmt/usage-data/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CONTRACTUSAGE`.

Network accessline 6731

|---|---|---|---| | object | Required | string | Use `CONTRACTUSAGE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 6732

| object | Required | string | Use `CONTRACTUSAGE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 6733

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6734

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6735

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6736

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6902

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/customization-services.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Customization Services* of the XML API reference at https://developer.intacct.com/api/customization-services/: 2 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release histo

Network accessline 15

Source: https://developer.intacct.com/api/customization-services/custom-reports/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 38

To learn about about creating both types of custom reports, see the usage information for [custom reports](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=TOC_custom_reports) in the Sage Intacct product help.

Network accessline 45

Your Web Services sender ID must have an asynchronous policy transport ID and a URL with your result handler (see [Asynchronous responses](https://developer.intacct.com/web-services/sync-vs-async/#asynchronous-responses)).

Network accessline 399

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 406

Source: https://developer.intacct.com/api/customization-services/smart-events/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 513

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/data-delivery-service.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Data Delivery Service* of the XML API reference at https://developer.intacct.com/api/data-delivery-service/: 2 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history

Network accessline 15

Source: https://developer.intacct.com/api/data-delivery-service/dds-jobs/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `DDSJOB`, `VENDOR`, `CUSTOMER`, `GLACCOUNTBALANCE`, `APRECORD`, `APDETAIL`, `APB

Network accessline 68

|---|---|---|---| | object | Required | string | Use `DDSJOB` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 69

| object | Required | string | Use `DDSJOB` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 70

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 71

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 72

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 73

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| Name | Required | Type | Description | |---|---|---|---| | object | Optional | string | Single [DDS object or aggregate object name](https://developer.intacct.com/data-delivery-service/objects/). Required if not using `<objects>` to provi

Network accessline 276

|---|---|---|---| | object | Optional | string | Single [DDS object or aggregate object name](https://developer.intacct.com/data-delivery-service/objects/). Required if not using `<objects>` to provide multiple object names. | | objects | O

Network accessline 277

| object | Optional | string | Single [DDS object or aggregate object name](https://developer.intacct.com/data-delivery-service/objects/). Required if not using `<objects>` to provide multiple object names. |

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| objects | Optional | array of [`object`](#dds-jobs--runDdsJob.object) | List of object names. Must be five or fewer when `synchronized` is set to `true`. Required if not using `<object>` to supply a single object name. | | cloudDelivery |

Network accessline 279

| cloudDelivery | Required | string | Name of a [cloud storage destination](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Setting_up_cloud_storage) set up for your company in the Sage Intacct UI. |

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| Name | Required | Type | Description | |---|---|---|---| | object | Required | string | [DDS object or aggregate object name](https://developer.intacct.com/data-delivery-service/objects/) |

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| object | Required | string | [DDS object or aggregate object name](https://developer.intacct.com/data-delivery-service/objects/) |

Network accessline 304

| Name | Required | Type | Description | |---|---|---|---| | object | Required | string | The name of a [DDS object or aggregate object](https://developer.intacct.com/data-delivery-service/objects/) to apply filters to. |

Network accessline 305

|---|---|---|---| | object | Required | string | The name of a [DDS object or aggregate object](https://developer.intacct.com/data-delivery-service/objects/) to apply filters to. | | filter | Optional | object | [Filter expression](https://

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| object | Required | string | The name of a [DDS object or aggregate object](https://developer.intacct.com/data-delivery-service/objects/) to apply filters to. |

Network accessline 307

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 308

| select | Required | sequence | `field` elements containing the names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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Source: https://developer.intacct.com/api/data-delivery-service/dds-objects/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `CUSTOMER`.

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`skills/sageintacct-assistant/references/xml-api/objects/employee-expenses.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Employee Expenses* of the XML API reference at https://developer.intacct.com/api/employee-expenses/: 9 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes,

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Source: https://developer.intacct.com/api/employee-expenses/employee-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EMPLOYEEGROUP`.

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|---|---|---|---| | object | Required | string | Use `EMPLOYEEGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

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| object | Required | string | Use `EMPLOYEEGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/employee-expenses/employee-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EMPLOYEETYPE`.

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Source: https://developer.intacct.com/api/employee-expenses/employees/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EMPLOYEE`.

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|---|---|---|---| | object | Required | string | Use `EMPLOYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| object | Required | string | Use `EMPLOYEE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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**Note:** You cannot use readByQuery to find an employee by first and last name because these names are in an associated record. See the `query` function above, or see the [FAQ](https://developer.intacct.com/support/faq/#how-do-i-query-for-

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| LOCATIONID | Optional | string | Location ID. Required only when an employee is created at the top level in a multi-entity, multi-base-currency company. | | CLASSID | Optional | string | Class ID | | EMPPOSITIONID | Optional | string | `P

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| CLASSID | Optional | string | Class ID | | EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). | | CURRENCY | Optional | string | Default cu

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| EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

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| earningtypename | Optional | string | Earning type name | | postactualcost | Optional | boolean | Post actual cost. Use `false` for No, `true` for Yes. (Default: `false`) | | emppositionid | Optional | string | `POSITIONID` of an active [

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| postactualcost | Optional | boolean | Post actual cost. Use `false` for No, `true` for Yes. (Default: `false`) | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/constru

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| emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

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| GENDER | Optional | string | Gender | | DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if

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| DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | CLA

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| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| ssn | Optional | string | Social security number. Do not include dashes. | | title | Optional | string | Title | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/loc

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| title | Optional | string | Title | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Opt

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| earningtypename | Optional | string | Earning type name | | postactualcost | Optional | boolean | Post actual cost. Use `false` for No, `true` for Yes. | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](

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| postactualcost | Optional | boolean | Post actual cost. Use `false` for No, `true` for Yes. | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-posi

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| emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

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Source: https://developer.intacct.com/api/employee-expenses/expense-adjustments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EXPENSEADJUSTMENTS`, `EXPENSEADJUSTMENTSITEM`.

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|---|---|---|---| | object | Required | string | Use `EXPENSEADJUSTMENTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `EXPENSEADJUSTMENTS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| supdocid | Optional | string | Attachments ID | | inclusivetax | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`trx_amount`) for the expense adjustment line and the transaction ta

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| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

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| expensedate | Optional | object | Expense date | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if compan

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| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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| expensedate | Optional | object | Expense date | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if compan

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| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| expensedate | Optional | object | Expense date | | memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if compan

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| memo | Optional | string | Memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid | Optio

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | object | Required | string | Use `EXPENSEADJUSTMENTSITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match

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| object | Required | string | Use `EXPENSEADJUSTMENTSITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Ch

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/employee-expenses/expense-payment-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EXPENSEPAYMENTTYPE`.

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|---|---|---|---| | object | Required | string | Use `EXPENSEPAYMENTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `EXPENSEPAYMENTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1829

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Source: https://developer.intacct.com/api/employee-expenses/expense-reports/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EEXPENSES`.

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|---|---|---|---| | object | Required | string | Use `EEXPENSES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

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| object | Required | string | Use `EEXPENSES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| supdocid | Optional | string | Attachments ID | | inclusivetax | Optional | boolean | Inclusive taxes. Set to `true` to have the system calculate the transaction amount (`trx_amount`) for the expense report line and the transaction tax (`

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| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

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| form1099box | Optional | string | Form 1099 box | | paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required i

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| paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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| form1099box | Optional | string | Form 1099 box | | paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required i

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| paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| form1099box | Optional | string | Form 1099 box | | paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required i

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| paidfor | Optional | string | Paid for | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| Name | Required | Type | Description | |---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

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|---|---|---|---| | detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use | | trx_tax | Optional | currency | Transaction tax, which is a manual

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| detailid | Required | string | Unique ID of a [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) with the tax rate to use |

Network accessline 2354

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Source: https://developer.intacct.com/api/employee-expenses/expense-summaries/ (Sage Intacct XML API reference, verified 2026-10-13).

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Source: https://developer.intacct.com/api/employee-expenses/expense-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EEACCOUNTLABEL`.

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|---|---|---|---| | object | Required | string | Use `EEACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `EEACCOUNTLABEL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 2520

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2521

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2522

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2523

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/employee-expenses/reimbursements/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EPPAYMENT`, `EPPAYMENTREQUEST`.

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|---|---|---|---| | object | Required | string | Use `EPPAYMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

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| object | Required | string | Use `EPPAYMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `EPPAYMENTREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `EPPAYMENTREQUEST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/general-ledger.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *General Ledger* of the XML API reference at https://developer.intacct.com/api/general-ledger/: 15 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XML

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Source: https://developer.intacct.com/api/general-ledger/account-allocation-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCTALLOCATIONGRP`.

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|---|---|---|---| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `GLACCTALLOCATIONGRP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/general-ledger/account-allocations/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCTALLOCATION`, `GLACCTALLOCATIONRUN`.

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Your company must have a subscription for Dynamic Allocations, and you need the appropriate permissions for account allocations. Usage information for [account allocations](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid

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[Transaction Allocations](https://developer.intacct.com/api/general-ledger/transaction-allocations/) also let you distribute transaction amounts across multiple dimensions—such as departments, locations, projects, or classes. However, a tra

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|---|---|---|---| | object | Required | string | Use `GLACCTALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `GLACCTALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `GLACCTALLOCATIONRUN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `GLACCTALLOCATIONRUN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/general-ledger/account-balances/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCOUNTBALANCE`.

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There can be performance issues as well, since filtering–let’s say for a single GL account–may actually return thousands of records since it includes all combinations of transaction and base currencies, reporting books, and all dimensions.

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Source: https://developer.intacct.com/api/general-ledger/account-group-purposes/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCTGRPPURPOSE`.

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|---|---|---|---| | object | Required | string | Use `GLACCTGRPPURPOSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `GLACCTGRPPURPOSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/general-ledger/account-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCTGRP`, `GLACCTGRPHIERARCHY`.

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|---|---|---|---| | object | Required | string | Use `GLACCTGRP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

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| object | Required | string | Use `GLACCTGRP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `GLACCTGRPHIERARCHY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `GLACCTGRPHIERARCHY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/general-ledger/accounts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLACCOUNT`, `ACCTTITLEBYLOC`.

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|---|---|---|---| | object | Required | string | Use `GLACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

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| object | Required | string | Use `GLACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `ACCTTITLEBYLOC` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `ACCTTITLEBYLOC` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/general-ledger/budgets/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLBUDGETHEADER`, `GLBUDGETITEM`.

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|---|---|---|---| | object | Required | string | Use `GLBUDGETHEADER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `GLBUDGETHEADER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `GLBUDGETITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

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| object | Required | string | Use `GLBUDGETITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/general-ledger/general-ledger-detail/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLDETAIL`.

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General ledger details help understand the relationships between journal entries and their source sub ledger transactions. See the General Ledger Detail [entity relationship diagram](https://developer.intacct.com/entity-relationship-diagram

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- When using General Ledger Details, [Journal Entry](https://developer.intacct.com/api/general-ledger/journal-entries/), and [Journal Entry Lines](https://developer.intacct.com/api/general-ledger/journal-entries/), apply appropriate filters

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- To avoid timeouts with larger datasets, create a custom report. Then, use the async [`readReport`](https://developer.intacct.com/api/customization-services/custom-reports/) function to execute the report. This method can help mitigate per

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Alternatively, for dimensional line-level detail with GL entries, consider gathering the required data from [journal entry lines](https://developer.intacct.com/api/general-ledger/journal-entries/).

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|---|---|---|---| | object | Required | string | Use `GLDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

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| object | Required | string | Use `GLDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3431

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/general-ledger/journal-entries/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLBATCH`, `GLENTRY`.

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> **Note:** If GL Outlier Detection is enabled for a company, information about outliers is included in journal entries and allocation splits when you get a journal entry object. See the [FAQ](https://developer.intacct.com/support/faq/#gl-o

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> **Potential Timeouts with Large Journal Entries** If you create journal entries with thousands of lines, you might experience timeouts. As a best practice, create multiple, smaller journal entries. If you cannot create multiple journal en

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|---|---|---|---| | object | Required | string | Use `GLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

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| object | Required | string | Use `GLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 3589

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3590

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3591

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3592

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3877

| SUPDOCID | Optional | string | Attachments ID | | STATE | Optional | string | State to create the entry in. `Posted` to post to the GL, otherwise `Draft`. (Default: `Posted`) | | TAXSOLUTIONID | Optional | string | Tax solution name, such

Network accessline 3878

| STATE | Optional | string | State to create the entry in. `Posted` to post to the GL, otherwise `Draft`. (Default: `Posted`) | | TAXSOLUTIONID | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. R

Network accessline 3879

| TAXSOLUTIONID | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

Network accessline 3908

| CONTRACTID | Optional | string | Contract ID | | WAREHOUSEID | Optional | string | Warehouse ID | | BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true`

Network accessline 3909

| WAREHOUSEID | Optional | string | Warehouse ID | | BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true` for billable transactions (Default: `false`). See

Network accessline 3910

| BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true` for billable transactions (Default: `false`). See the Sage Intacct product help for [project configu

Network accessline 3928

| AMOUNT | Required | currency | Split transaction amount. Absolute value. All `SPLIT` element’s `AMOUNT` values must sum up to equal `GLENTRY` element’s `TRX_AMOUNT` | | DEPARTMENTID | Optional | string | Department ID | | Optional | strin

Network accessline 3929

| DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | PROJECTID | O

Network accessline 3930

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 4040

| document | Optional | string | Document number of entry | | memo | Optional | string | Memo. If left blank, set this value to match journal entry description. | | Optional | string | `LOCATIONID` of an active [location](https://developer.

Network accessline 4041

| memo | Optional | string | Memo. If left blank, set this value to match journal entry description. | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 4042

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 4164

| CONTRACTID | Optional | string | Contract ID | | WAREHOUSEID | Optional | string | Warehouse ID | | BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true`

Network accessline 4165

| WAREHOUSEID | Optional | string | Warehouse ID | | BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true` for billable transactions (Default: `false`). See

Network accessline 4166

| BILLABLE | Optional | string | Billable option for project-related transactions imported into the GL through external systems. Use `true` for billable transactions (Default: `false`). See the Sage Intacct product help for [project configu

Network accessline 4185

| AMOUNT | Required | currency | Split transaction amount. Absolute value. All `SPLIT` element’s `AMOUNT` values must sum up to equal `GLENTRY` element’s `TRX_AMOUNT`. | | DEPARTMENTID | Optional | string | Department ID | | Optional | stri

Network accessline 4186

| DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | PROJECTID | O

Network accessline 4187

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 4311

|---|---|---|---| | object | Required | string | Use `GLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 4312

| object | Required | string | Use `GLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 4313

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4314

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4315

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4316

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4429

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4436

Source: https://developer.intacct.com/api/general-ledger/recurring-account-allocations/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `RECURGLACCTALLOCATION`.

Network accessline 4498

|---|---|---|---| | object | Required | string | Use `RECURGLACCTALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match t

Network accessline 4499

| object | Required | string | Use `RECURGLACCTALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 4500

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4501

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4502

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4503

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4648

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4655

Source: https://developer.intacct.com/api/general-ledger/reporting-periods/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `REPORTINGPERIOD`.

Network accessline 4717

|---|---|---|---| | object | Required | string | Use `REPORTINGPERIOD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 4718

| object | Required | string | Use `REPORTINGPERIOD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 4719

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4720

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4721

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4722

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4919

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4926

Source: https://developer.intacct.com/api/general-ledger/stat-accounts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `STATACCOUNT`.

Network accessline 4980

|---|---|---|---| | object | Required | string | Use `STATACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 4981

| object | Required | string | Use `STATACCOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 4982

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4983

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4984

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4985

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5290

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5297

Source: https://developer.intacct.com/api/general-ledger/stat-journal-entries/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `GLBATCH`, `GLENTRY`.

Network accessline 5360

|---|---|---|---| | object | Required | string | Use `GLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 5361

| object | Required | string | Use `GLBATCH` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 5362

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5363

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5364

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5365

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5516

| AMOUNT | Required | currency | Split transaction amount. The sum of the `AMOUNT` values for all the `SPLIT` elements must equal the `TRX_AMOUNT` value for the `GLENTRY` element. | | DEPARTMENTID | Optional | string | Department ID | | Opt

Network accessline 5517

| DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | PROJECTID | O

Network accessline 5518

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 5601

| document | Optional | string | Document number of entry | | memo | Optional | string | Memo. If left blank, set this value to match journal entry description. | | Optional | string | `LOCATIONID` of an active [location](https://developer.

Network accessline 5602

| memo | Optional | string | Memo. If left blank, set this value to match journal entry description. | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if com

Network accessline 5603

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 5709

| AMOUNT | Required | currency | Split transaction amount. Absolute value. The sum of the `AMOUNT` values for all the `SPLIT` elements must equal the `TRX_AMOUNT` value for the `GLENTRY` element. | | DEPARTMENTID | Optional | string | Depar

Network accessline 5710

| DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | PROJECTID | O

Network accessline 5711

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 5803

|---|---|---|---| | object | Required | string | Use `GLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 5804

| object | Required | string | Use `GLENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 5805

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5806

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5807

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5808

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5867

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5874

Source: https://developer.intacct.com/api/general-ledger/transaction-allocations/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ALLOCATION`, `ALLOCATIONENTRY`.

Network accessline 5882

If you want to automatically pull updated source balances and distribute them across dimensions according to defined basis calculations, you should use the Dynamic Allocations subscription. See [Account Allocations](https://developer.intacc

Network accessline 5935

|---|---|---|---| | object | Required | string | Use `ALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

Network accessline 5936

| object | Required | string | Use `ALLOCATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 5937

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5938

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5939

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5940

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6228

| VALUE | Required | decimal | Value to allocate by | | DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if

Network accessline 6229

| DEPARTMENTID | Optional | string | Department ID | | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  | | PROJECTID | O

Network accessline 6230

| Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |  |

Network accessline 6314

|---|---|---|---| | object | Required | string | Use `ALLOCATIONENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 6315

| object | Required | string | Use `ALLOCATIONENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 6316

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 6317

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6318

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 6319

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6378

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 6385

Source: https://developer.intacct.com/api/general-ledger/trial-balances/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 6569

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/inventory-control.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Inventory Control* of the XML API reference at https://developer.intacct.com/api/inventory-control/: 27 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes

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Source: https://developer.intacct.com/api/inventory-control/aisles/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `AISLE`.

Network accessline 93

|---|---|---|---| | object | Required | string | Use `AISLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 94

| object | Required | string | Use `AISLE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 95

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 96

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 97

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 98

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 181

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 188

Source: https://developer.intacct.com/api/inventory-control/available-inventory/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `AVAILABLEINVENTORY`.

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|---|---|---|---| | object | Required | string | Use `AVAILABLEINVENTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

Network accessline 252

| object | Required | string | Use `AVAILABLEINVENTORY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 253

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 254

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 255

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 256

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 315

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 322

Source: https://developer.intacct.com/api/inventory-control/bin-faces/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `BINFACE`.

Network accessline 377

|---|---|---|---| | object | Required | string | Use `BINFACE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 378

| object | Required | string | Use `BINFACE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 379

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 380

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 381

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 382

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 553

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 560

Source: https://developer.intacct.com/api/inventory-control/bin-sizes/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `BINSIZE`.

Network accessline 613

|---|---|---|---| | object | Required | string | Use `BINSIZE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 614

| object | Required | string | Use `BINSIZE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 615

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 616

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 617

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 618

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 789

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 796

Source: https://developer.intacct.com/api/inventory-control/bins/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `BIN`.

Network accessline 855

|---|---|---|---| | object | Required | string | Use `BIN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 856

| object | Required | string | Use `BIN` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a

Network accessline 857

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 858

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 859

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 860

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1069

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1076

Source: https://developer.intacct.com/api/inventory-control/cogs-adjustments/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `COGSCLOSEDJE`.

Network accessline 1144

|---|---|---|---| | object | Required | string | Use `COGSCLOSEDJE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 1145

| object | Required | string | Use `COGSCLOSEDJE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 1146

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1147

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1148

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1149

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1330

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1337

Source: https://developer.intacct.com/api/inventory-control/cycle-counts/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ICCYCLECOUNT`, `ICCYCLECOUNTENTRY`.

Network accessline 1405

|---|---|---|---| | object | Required | string | Use `ICCYCLECOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 1406

| object | Required | string | Use `ICCYCLECOUNT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 1407

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1408

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1409

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1410

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1492

|---|---|---|---| | CYCLECOUNTDESC | Required | string | Information about the cycle count that can be used for searching and sorting. | | WAREHOUSEID | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/

Network accessline 1493

| CYCLECOUNTDESC | Required | string | Information about the cycle count that can be used for searching and sorting. | | WAREHOUSEID | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/

Network accessline 1494

| WAREHOUSEID | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/) where the inventory cycle count is being done. |

Network accessline 1583

|---|---|---|---| | object | Required | string | Use `ICCYCLECOUNTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 1584

| object | Required | string | Use `ICCYCLECOUNTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 1585

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1586

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1587

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1588

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1673

| CYCLECOUNTKEY | Required | Integer | `RECORDNO` of the cycle count in which this item is being counted. | | ITEMID | Required | String | `ITEMID` of the item to be included in the cycle count. | | BINID | Optional | String | `BINID` of a

Network accessline 1674

| ITEMID | Required | String | `ITEMID` of the item to be included in the cycle count. | | BINID | Optional | String | `BINID` of a [bin](https://developer.intacct.com/api/inventory-control/bins/) where the stock is located. | | EXPIRATIOND

Network accessline 1675

| BINID | Optional | String | `BINID` of a [bin](https://developer.intacct.com/api/inventory-control/bins/) where the stock is located. |

Network accessline 1741

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1748

Source: https://developer.intacct.com/api/inventory-control/inventory-control-price-lists/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `INVPRICELIST`.

Network accessline 1801

|---|---|---|---| | object | Required | string | Use `INVPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 1802

| object | Required | string | Use `INVPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 1803

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1804

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1805

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1806

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1891

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1898

Source: https://developer.intacct.com/api/inventory-control/inventory-total-details/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `INVENTORYTOTALDETAIL`, `inventorytotaldetail`.

Network accessline 1963

|---|---|---|---| | object | Required | string | Use `INVENTORYTOTALDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match th

Network accessline 1964

| object | Required | string | Use `INVENTORYTOTALDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Chec

Network accessline 1965

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1966

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1967

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1968

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2062

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2069

Source: https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `INVDOCUMENTPARAMS`.

Network accessline 2122

|---|---|---|---| | object | Required | string | Use `INVDOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 2123

| object | Required | string | Use `INVDOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 2124

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2125

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2126

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2127

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2182

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2189

Source: https://developer.intacct.com/api/inventory-control/inventory-transactions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `INVDOCUMENT`, `INVDOCUMENTENTRY`, `INVDOCUMENTSUBTOTALS`.

Network accessline 2248

|---|---|---|---| | object | Required | string | Use `INVDOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 2249

| object | Required | string | Use `INVDOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 2250

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2251

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2252

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2253

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2370

| Name | Required | Type | Description | |---|---|---|---| | transactiontype | Required | string | [Transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to use. |

Network accessline 2371

|---|---|---|---| | transactiontype | Required | string | [Transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to use. | | datecreated | Required | object | Transaction date |

Network accessline 2372

| transactiontype | Required | string | [Transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to use. |

Network accessline 2402

| Name | Required | Type | Description | |---|---|---|---| | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2403

|---|---|---|---| | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). | | itemdesc | Optional | string | Item description |

Network accessline 2404

| itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2405

| itemdesc | Optional | string | Item description | | warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). | | quantity | Required | number | Quantity |

Network accessline 2406

| warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 2410

| sourcelinekey | Optional | integer | Source line to convert this line from. Use the `RECORDNO` of the line from the `createdfrom` transaction document. | | itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--create_i

Network accessline 2411

| itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--create_ictransaction-ictransitems.ictransitem.itemdetail) | Item details pertaining to inventory tracking (applicable to inventory or stockable kit item types). | |

Network accessline 2412

| classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2413

| contractid | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 2414

| costtypeid | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). Only available when `projectid` and `taskid` are specified. (Construction subscription) |

Network accessline 2415

| customerid | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 2416

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 2417

| employeeid | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 2418

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 2419

| adjdocentrykey | Optional | string | Record number of the source transaction line this inventory adjustment will affect. The item in the source transaction line must match the `itemid` for the `ictransitem`. | | projectid | Optional | str

Network accessline 2420

| projectid | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 2421

| taskid | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). Only available when the parent `projectid` is also specified. |

Network accessline 2422

| vendorid | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 2451

| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2452

| percentval | Optional | number | Percent value | | classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). | | contractid | Optional | string | `CONTRACTID` of a [contract](https:/

Network accessline 2453

| classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2454

| contractid | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 2455

| costtypeid | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). Only available when `projectid` and `taskid` are specified. (Construction subscription) |

Network accessline 2456

| customerid | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 2457

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 2458

| employeeid | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 2459

| itemid | Optional | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/) |

Network accessline 2460

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 2461

| projectid | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 2462

| taskid | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). Only available when the parent `projectid` is also specified. |

Network accessline 2463

| vendorid | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 2481

After using `read` to get the line number of the entry you want to modify, add one to that number to specify the correct line in your update operation. See [Working with transaction lines and legacy functions](https://developer.intacct.com/

Network accessline 2532

|---|---|---|---| | line_num | Required | integer | Line number to update | | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2533

| line_num | Required | integer | Line number to update | | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). | | itemdesc | Optional | string | Item description |

Network accessline 2534

| itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2535

| itemdesc | Optional | string | Item description | | warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). | | quantity | Required | number | Quantity |

Network accessline 2536

| warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 2539

| cost | Optional | currency | Cost | | itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--update_ictransaction-updateictransitems.ictransitem.itemdetail) | Item details pertaining to inventory tracking (applicable to

Network accessline 2540

| itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--update_ictransaction-updateictransitems.ictransitem.itemdetail) | Item details pertaining to inventory tracking (applicable to inventory or stockable kit item types

Network accessline 2541

| classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2542

| contractid | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 2543

| costtypeid | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). Only available when `projectid` and `taskid` are specified. (Construction subscription) |

Network accessline 2544

| customerid | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 2545

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 2546

| employeeid | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 2547

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 2548

| projectid | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 2549

| taskid | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). Only available when the parent `projectid` is also specified. |

Network accessline 2550

| vendorid | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 2555

| Name | Required | Type | Description | |---|---|---|---| | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2556

|---|---|---|---| | itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). | | itemdesc | Optional | string | Item description |

Network accessline 2557

| itemid | Required | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/). |

Network accessline 2558

| itemdesc | Optional | string | Item description | | warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). | | quantity | Required | number | Quantity |

Network accessline 2559

| warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 2563

| sourcelinekey | Optional | integer | Source line to convert this line from. Use the `RECORDNO` of the line from the `createdfrom` transaction document. | | itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--update_i

Network accessline 2564

| itemdetails | Optional | array of [`itemdetail`](#inventory-transactions--update_ictransaction-updateictransitems.ictransitem.itemdetail) | Item details pertaining to inventory tracking (applicable to inventory or stockable kit item types

Network accessline 2565

| classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2566

| contractid | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 2567

| costtypeid | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). Only available when `projectid` and `taskid` are specified. (Construction subscription) |

Network accessline 2568

| customerid | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 2569

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 2570

| employeeid | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 2571

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 2572

| projectid | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 2573

| taskid | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). Only available when the parent `projectid` is also specified. |

Network accessline 2574

| vendorid | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

Network accessline 2603

| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2604

| percentval | Optional | number | Percent value | | classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). | | contractid | Optional | string | `CONTRACTID` of a [contract](https:/

Network accessline 2605

| classid | Optional | string | `CLASSID` of a [class](https://developer.intacct.com/api/company-console/classes/). |

Network accessline 2606

| contractid | Optional | string | `CONTRACTID` of a [contract](https://developer.intacct.com/api/contracts-rev-mgmt/contracts/) |

Network accessline 2607

| costtypeid | Optional | string | `COSTTYPEID` of a [cost type](https://developer.intacct.com/api/construction/cost-types/). Only available when `projectid` and `taskid` are specified. (Construction subscription) |

Network accessline 2608

| customerid | Optional | string | `CUSTOMERID` of a [customer](https://developer.intacct.com/api/accounts-receivable/customers/). |

Network accessline 2609

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 2610

| employeeid | Optional | string | `EMMPLOYEEID` of an [employee](https://developer.intacct.com/api/employee-expenses/employees/). |

Network accessline 2611

| itemid | Optional | string | `ITEMID` of the [item](https://developer.intacct.com/api/inventory-control/items/) |

Network accessline 2612

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 2613

| projectid | Optional | string | `PROJECTID` of the related [project](https://developer.intacct.com/api/project-resource-mgmt/projects/). |

Network accessline 2614

| taskid | Optional | string | `TASKID` of a [task](https://developer.intacct.com/api/project-resource-mgmt/tasks/). Only available when the parent `projectid` is also specified. |

Network accessline 2615

| vendorid | Optional | string | `VENDORID` of a [vendor](https://developer.intacct.com/api/accounts-payable/vendors/). |

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|---|---|---|---| | object | Required | string | Use `INVDOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 2715

| object | Required | string | Use `INVDOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 2716

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2717

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2718

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2719

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2846

|---|---|---|---| | object | Required | string | Use `INVDOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match th

Network accessline 2847

| object | Required | string | Use `INVDOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Chec

Network accessline 2848

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2849

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2850

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2851

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2915

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2922

Source: https://developer.intacct.com/api/inventory-control/inventory-work-queue-details/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `InventoryWQDetail`.

Network accessline 2975

|---|---|---|---| | object | Required | string | Use `INVENTORYWQDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 2976

| object | Required | string | Use `INVENTORYWQDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 2977

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2978

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2979

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2980

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3080

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3087

Source: https://developer.intacct.com/api/inventory-control/inventory-work-queue-orders/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `InventoryWQOrder`.

Network accessline 3140

|---|---|---|---| | object | Required | string | Use `INVENTORYWQORDER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 3141

| object | Required | string | Use `INVENTORYWQORDER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 3142

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3143

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3144

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3145

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3239

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3246

Source: https://developer.intacct.com/api/inventory-control/item-cross-references/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEMCROSSREF`.

Network accessline 3329

|---|---|---|---| | object | Required | string | Use `ITEMCROSSREF` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 3330

| object | Required | string | Use `ITEMCROSSREF` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 3331

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3332

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3333

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3334

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3518

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3525

Source: https://developer.intacct.com/api/inventory-control/item-gl-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEMGLGROUP`.

Network accessline 3578

|---|---|---|---| | object | Required | string | Use `ITEMGLGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 3579

| object | Required | string | Use `ITEMGLGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 3580

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3581

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3582

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3583

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3662

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3669

Source: https://developer.intacct.com/api/inventory-control/item-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEMGROUP`.

Network accessline 3722

|---|---|---|---| | object | Required | string | Use `ITEMGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 3723

| object | Required | string | Use `ITEMGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 3724

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3725

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3726

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3727

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3812

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3819

Source: https://developer.intacct.com/api/inventory-control/item-tax-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEMTAXGROUP`.

Network accessline 3872

|---|---|---|---| | object | Required | string | Use `ITEMTAXGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 3873

| object | Required | string | Use `ITEMTAXGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 3874

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3875

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3876

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3877

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4002

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4009

Source: https://developer.intacct.com/api/inventory-control/item-warehouse-details/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEMWAREHOUSEINFO`.

Network accessline 4065

|---|---|---|---| | object | Required | string | Use `ITEMWAREHOUSEINFO` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 4066

| object | Required | string | Use `ITEMWAREHOUSEINFO` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 4067

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4068

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4069

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4070

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4129

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 4136

Source: https://developer.intacct.com/api/inventory-control/items/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ITEM`.

Network accessline 4223

|---|---|---|---| | object | Required | string | Use `ITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Ch

Network accessline 4224

| object | Required | string | Use `ITEM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a

Network accessline 4225

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 4226

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 4227

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 4228

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 4476

| ENABLEFULFILLMENT | Optional | boolean | Set to `true` to enable fulfillment for a non-inventory item that you want to be able to include in kits. | | CONTRACTENABLED | Optional | boolean | If `ITEMTYPE` is set to kit, this field must be

Network accessline 4477

| CONTRACTENABLED | Optional | boolean | If `ITEMTYPE` is set to kit, this field must be set to `true` to indicate that kits are enabled for contracts and that the item must adhere to restrictions for the kit. | | PRODUCTLINEID | Optional |

Network accessline 4478

| PRODUCTLINEID | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this product to. |

Network accessline 4523

| RENEWALMACROID | Optional | string | Default renewal macro ID | | ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item in the Vendor history. - `true` - Enable (default)<br>- `false` - disable | | DEFAULT_REPLENI

Network accessline 4524

| ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item in the Vendor history. - `true` - Enable (default)<br>- `false` - disable | | DEFAULT_REPLENISHMENT_UOM | Optional | string | Units of measure default for base

Network accessline 4525

| DEFAULT_REPLENISHMENT_UOM | Optional | string | Units of measure default for base units for inventory replenishment for this item in the Vendor history. For example, with the `Count` unit of measure group, you can specify `each`, `dozen`,

Network accessline 4526

| REPLENISHMENT_METHOD | Optional | string | Replenishment method for this item in the Vendor history. Specifies how the amount to reorder is calculated. - `Reorder point` - base calculation on a specific reorder quantity and optional safet

Network accessline 4533

| VENDORINFO | Optional | array of [`ITEMVENDOR`](#items--create-ITEM.VENDORINFO.ITEMVENDOR) | Container for Vendor entries in Vendor history. | | AUTOPRINTLABEL | Optional | boolean | Auto print label. This parameter is used to trigger an

Network accessline 4534

| AUTOPRINTLABEL | Optional | boolean | Auto print label. This parameter is used to trigger an integrated third-party tool that creates scanner labels. - `false` - do not print labels (default)<br>- `true` - print labels | | WEIGHTUOM<br>NE

Network accessline 4535

| WEIGHTUOM<br>NETWEIGHT<br>SHIP_WEIGHT | Optional | string<br>decimal<br>decimal | The weight of the item: unit of measure, net weight and shipping weight (also called gross weight). You can specify `SHIP_WEIGHT` without `WEIGHTUOM` or `NE

Network accessline 4536

| LWHUOM<br>LENGTH<br>WIDTH<br>HEIGHT | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating storage bin and shipping box size requirements. Specify the unit of measure and the length, width, and

Network accessline 4537

| THICKNESSUOM<br>THICKNESS<br>MINIMUMTHICKNESS<br>MAXIMUMTHICKNESS | Optional | string<br>decimal<br>decimal<br>decimal | The thickness of the item, useful for calculating storage bin or shipping box size requirements. Specify the unit of

Network accessline 4538

| AREAUOM<br>AREA | Optional | string<br>decimal | The area of the item: unit of measure and area. You must specify both or neither. `AREAUOM` must be set to one of the values defined for the `Area` [unit of measure](https://developer.intac

Network accessline 4539

| VOLUMEUOM<br>VOLUME | Optional | string<br>decimal | The volume of the item: unit of measure and total volume. You must specify both or neither. `VOLUMEUOM` must be set to one of the values defined for the `Volume` [unit of measure](https

Network accessline 4540

| DIAMETERUOM<br>INNERDIAMETER<br>OUTERDIAMETER | Optional | string<br>decimal<br>decimal | The diameter of the item: Unit of measure, and inner and outer diameter. You must specify all three or none. `DIAMETERUOM` must be set to one of the

Network accessline 4599

| Name | Required | Type | Description | |---|---|---|---| | WAREHOUSEID | Required | string | `WAREHOUSEID` of an active [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 4600

|---|---|---|---| | WAREHOUSEID | Required | string | `WAREHOUSEID` of an active [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). | | ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this ite

Network accessline 4601

| WAREHOUSEID | Required | string | `WAREHOUSEID` of an active [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/). |

Network accessline 4602

| ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item and warehouse combination. - `true` - enable replenishment (default)<br>- `false` - do not enable | | REPLENISHMENT_METHOD | Optional | string | Replenishment

Network accessline 4603

| REPLENISHMENT_METHOD | Optional | string | Replenishment method. Specifies how the amount to reorder is calculated. - `Reorder point` - base calculation on a specific reorder quantity and optional safety stock quantity<br>- `Demand foreca

Network accessline 4675

| enable_bins | Optional | boolean | Bin tracking enabled. - `false` - No (default)<br>- `true` - Yes Applicable to inventory or stockable kit item types. | | extended_description | Optional | string | Extended description | | productlineid

Network accessline 4676

| extended_description | Optional | string | Extended description | | productlineid | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this pr

Network accessline 4677

| productlineid | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this product to. |

Network accessline 4709

| weightuom | Optional | string | Unit of measure for weight values. Required when `netweight` is specified for an item. | | netweight | Optional | integer | Actual weight of the base item. Must be less than `ship_weight`. | | lwhuom<br>len

Network accessline 4710

| netweight | Optional | integer | Actual weight of the base item. Must be less than `ship_weight`. | | lwhuom<br>length<br>width<br>height | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating

Network accessline 4711

| lwhuom<br>length<br>width<br>height | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating storage bin and shipping box size requirements. Specify the unit of measure and the length, width, and

Network accessline 4712

| thicknessuom<br>thickness<br>minimumthickness<br>maximumthickness | Optional | string<br>decimal<br>decimal<br>decimal | The thickness of the item, useful for calculating storage bin or shipping box size requirements. Specify the unit of

Network accessline 4713

| areauom<br>area | Optional | string<br>decimal | The area of the item: unit of measure and area. You must specify both or neither. `areauom` must be set to one of the values defined for the `Area` [unit of measure](https://developer.intac

Network accessline 4714

| volumeuom<br>volume | Optional | string<br>decimal | The volume of the item: unit of measure and total volume. You must specify both or neither. `VOLUMEUOM` must be set to one of the values defined for the `Volume` [unit of measure](https

Network accessline 4715

| diameteruom<br>innerdiameter<br>outerdiameter | Optional | string<br>decimal<br>decimal | The diameter of the item: Unit of measure, and inner and outer diameter. You must specify all three or none. `diameteruom` must be set to one of the

Network accessline 4799

| ENABLEFULFILLMENT | Optional | boolean | Set to `true` to enable fulfillment for a non-inventory item that you want to be able to include in kits. | | CONTRACTENABLED | Optional | boolean | If `ITEMTYPE` is set to kit, this field must be

Network accessline 4800

| CONTRACTENABLED | Optional | boolean | If `ITEMTYPE` is set to kit, this field must be set to `true` to indicate that kits are enabled for contracts and that the item must adhere to restrictions for the kit. | | PRODUCTLINEID | Optional |

Network accessline 4801

| PRODUCTLINEID | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this product to. |

Network accessline 4845

| RENEWALMACROID | Optional | string | Default renewal macro ID | | ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item in the Vendor history. - `true` - Enable (default)<br>- `false` - disable | | DEFAULT_REPLENI

Network accessline 4846

| ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item in the Vendor history. - `true` - Enable (default)<br>- `false` - disable | | DEFAULT_REPLENISHMENT_UOM | Optional | string | Units of measure default for base

Network accessline 4847

| DEFAULT_REPLENISHMENT_UOM | Optional | string | Units of measure default for base units for inventory replenishment for this item in the Vendor history. For example, with the `Count` unit of measure group, you can specify `each`, `dozen`,

Network accessline 4848

| REPLENISHMENT_METHOD | Optional | string | Replenishment method for this item in the Vendor history. Specifies how the amount to reorder is calculated. - `Reorder point` - base calculation on a specific reorder quantity and optional safet

Network accessline 4855

| VENDORINFO | Optional | array of [`ITEMVENDOR`](#items--update-ITEM.VENDORINFO.ITEMVENDOR) | Container for Vendor entries in Vendor history. | | AUTOPRINTLABEL | Optional | boolean | Auto print label. This parameter is used to trigger an

Network accessline 4856

| AUTOPRINTLABEL | Optional | boolean | Auto print label. This parameter is used to trigger an integrated third-party tool that creates scanner labels. - `false` - do not print labels (default)<br>- `true` - print labels | | WEIGHTUOM<br>NE

Network accessline 4857

| WEIGHTUOM<br>NETWEIGHT<br>SHIP_WEIGHT | Optional | string<br>decimal<br>decimal | The weight of the item: unit of measure, net weight and shipping weight (also called gross weight). You can specify `SHIP_WEIGHT` without `WEIGHTUOM` or `NE

Network accessline 4858

| LWHUOM<br>LENGTH<br>WIDTH<br>HEIGHT | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating storage bin and shipping box size requirements. Specify the unit of measure and the length, width, and

Network accessline 4859

| THICKNESSUOM<br>THICKNESS<br>MINIMUMTHICKNESS<br>MAXIMUMTHICKNESS | Optional | string<br>decimal<br>decimal<br>decimal | The thickness of the item, useful for calculating storage bin or shipping box size requirements. Specify the unit of

Network accessline 4860

| AREAUOM<br>AREA | Optional | string<br>decimal | The area of the item: unit of measure and area. You must specify both or neither. `AREAUOM` must be set to one of the values defined for the `Area` [unit of measure](https://developer.intac

Network accessline 4861

| VOLUMEUOM<br>VOLUME | Optional | string<br>decimal | The volume of the item: unit of measure and total volume. You must specify both or neither. `VOLUMEUOM` must be set to one of the values defined for the `Volume` [unit of measure](https

Network accessline 4862

| DIAMETERUOM<br>INNERDIAMETER<br>OUTERDIAMETER | Optional | string<br>decimal<br>decimal | The diameter of the item: Unit of measure, and inner and outer diameter. You must specify all three or none. `DIAMETERUOM` must be set to one of the

Network accessline 4923

| WAREHOUSEID | Required | string | Warehouse ID for an existing warehouse. | | ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item and warehouse combination. - `true` - enable replenishment (default)<br>- `false`

Network accessline 4924

| ENABLE_REPLENISHMENT | Optional | boolean | Enable replenishment for this item and warehouse combination. - `true` - enable replenishment (default)<br>- `false` - do not enable | | REPLENISHMENT_METHOD | Optional | string | Replenishment

Network accessline 4925

| REPLENISHMENT_METHOD | Optional | string | Replenishment method. Specifies how the amount to reorder is calculated. - `Reorder point` - base calculation on a specific reorder quantity and optional safety stock quantity<br>- `Demand foreca

Network accessline 4995

| enablefulfillment | Optional | boolean | Set to `true` to enable fulfillment for a non-inventory item that you want to be able to include in kits. | | extended_description | Optional | string | Extended description | | productlineid | Opt

Network accessline 4996

| extended_description | Optional | string | Extended description | | productlineid | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this pr

Network accessline 4997

| productlineid | Optional | string | [`PRODUCTLINEID`](https://developer.intacct.com/api/inventory-control/product-lines/) of the product line that you want to add this product to. |

Network accessline 5028

| weightuom | Optional | string | Unit of measure for weight values. Required when `netweight` is specified for an item. | | netweight | Optional | integer | Actual weight of the base item. Must be less than `ship_weight`. | | lwhuom<br>len

Network accessline 5029

| netweight | Optional | integer | Actual weight of the base item. Must be less than `ship_weight`. | | lwhuom<br>length<br>width<br>height | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating

Network accessline 5030

| lwhuom<br>length<br>width<br>height | Optional | string<br>decimal<br>decimal<br>decimal | The size of the item, useful for calculating storage bin and shipping box size requirements. Specify the unit of measure and the length, width, and

Network accessline 5031

| thicknessuom<br>thickness<br>minimumthickness<br>maximumthickness | Optional | string<br>decimal<br>decimal<br>decimal | The thickness of the item, useful for calculating storage bin or shipping box size requirements. Specify the unit of

Network accessline 5032

| areauom<br>area | Optional | string<br>decimal | The area of the item: unit of measure and area. You must specify both or neither. `areauom` must be set to one of the values defined for the `Area` [unit of measure](https://developer.intac

Network accessline 5033

| volumeuom<br>volume | Optional | string<br>decimal | The volume of the item: unit of measure and total volume. You must specify both or neither. `VOLUMEUOM` must be set to one of the values defined for the `Volume` [unit of measure](https

Network accessline 5034

| diameteruom<br>innerdiameter<br>outerdiameter | Optional | string<br>decimal<br>decimal | The diameter of the item: Unit of measure, and inner and outer diameter. You must specify all three or none. `diameteruom` must be set to one of the

Network accessline 5117

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5124

Source: https://developer.intacct.com/api/inventory-control/product-lines/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PRODUCTLINE`.

Network accessline 5177

|---|---|---|---| | object | Required | string | Use `PRODUCTLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 5178

| object | Required | string | Use `PRODUCTLINE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 5179

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5180

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5181

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5182

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5267

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5274

Source: https://developer.intacct.com/api/inventory-control/rows/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ICROW`.

Network accessline 5329

|---|---|---|---| | object | Required | string | Use `ICROW` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. C

Network accessline 5330

| object | Required | string | Use `ICROW` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of

Network accessline 5331

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5332

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5333

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5334

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5419

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5426

Source: https://developer.intacct.com/api/inventory-control/stockable-kit-transactions/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 5497

| Name | Required | Type | Description | |---|---|---|---| | transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a buil

Network accessline 5498

|---|---|---|---| | transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a build kit transaction. Use `Build Kits` | | d

Network accessline 5499

| transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a build kit transaction. Use `Build Kits` |

Network accessline 5520

| itemid | Required | string | `ITEMID` of the stockable kit that was built. | | itemdesc | Optional | string | Stockable kit description. | | warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/

Network accessline 5521

| itemdesc | Optional | string | Stockable kit description. | | warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/) where the newly built stockable kits are loc

Network accessline 5522

| warehouseid | Required | string | `WAREHOUSEID` of the [warehouse](https://developer.intacct.com/api/inventory-control/warehouses/) where the newly built stockable kits are located. There must be sufficient inventory at the specified ware

Network accessline 5523

| quantity | Required | number | Number of stockable kits that were built. | | unit | Optional | string | Unit of measure to base quantity off, such as `Each`, `Pair`, or `Dozen`. | | locationid | Optional | string | `LOCATIONID` of a [loca

Network accessline 5524

| unit | Optional | string | Unit of measure to base quantity off, such as `Each`, `Pair`, or `Dozen`. | | locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). | | depa

Network accessline 5525

| locationid | Optional | string | `LOCATIONID` of a [location](https://developer.intacct.com/api/company-console/locations/). |

Network accessline 5526

| departmentid | Optional | string | `DEPARTMENTID` of a [department](https://developer.intacct.com/api/company-console/departments/). |

Network accessline 5543

| Name | Required | Type | Description | |---|---|---|---| | componentid | Optional | string | `ITEMID` of the [item or kit](https://developer.intacct.com/api/inventory-control/items/) that is a component in the stockable kit. - You must in

Network accessline 5544

|---|---|---|---| | componentid | Optional | string | `ITEMID` of the [item or kit](https://developer.intacct.com/api/inventory-control/items/) that is a component in the stockable kit. - You must include this parameter for each component t

Network accessline 5545

| componentid | Optional | string | `ITEMID` of the [item or kit](https://developer.intacct.com/api/inventory-control/items/) that is a component in the stockable kit. - You must include this parameter for each component that you want to tr

Network accessline 5547

| serialno | Optional | string | Serial number of the component item or stockable kit, or the serial number to be applied to the finished stockable kit. Required if serial number tracking is enabled for the item or stockable kit. | | lotno

Network accessline 5548

| lotno | Optional | string | Lot number. `ENABLE_LOT_CATEGORY` must be `true` for the item. | | bin | Optional | string | `BINID` of the [bin](https://developer.intacct.com/api/inventory-control/bins/) where the component is stored , or wh

Network accessline 5549

| bin | Optional | string | `BINID` of the [bin](https://developer.intacct.com/api/inventory-control/bins/) where the component is stored , or where the stockable kit will be stored. Bin tracking must be enabled. |

Network accessline 5595

| Name | Required | Type | Description | |---|---|---|---| | transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a disa

Network accessline 5596

|---|---|---|---| | transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a disassemble kit transaction. Use `Disassemble

Network accessline 5597

| transactiontype | Required | string | Pre-defined [transaction definition](https://developer.intacct.com/api/inventory-control/inventory-transaction-definitions/) to create a disassemble kit transaction. Use `Disassemble Kits` |

Network accessline 5616

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 5623

Source: https://developer.intacct.com/api/inventory-control/units-of-measure/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `UOM`, `UOMDETAIL`.

Network accessline 5679

|---|---|---|---| | object | Required | string | Use `UOM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Che

Network accessline 5680

| object | Required | string | Use `UOM` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a

Network accessline 5681

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5682

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5683

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5684

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5818

|---|---|---|---| | object | Required | string | Use `UOMDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 5819

| object | Required | string | Use `UOMDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 5820

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 5821

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 5822

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 5823

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 5882

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Source: https://developer.intacct.com/api/inventory-control/warehouse-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `WAREHOUSEGROUP`.

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|---|---|---|---| | object | Required | string | Use `WAREHOUSEGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `WAREHOUSEGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6032

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Network accessline 6039

Source: https://developer.intacct.com/api/inventory-control/warehouse-transfers/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ICTRANSFERITEM`, `ICTRANSFER`.

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|---|---|---|---| | object | Required | string | Use `ICTRANSFER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| object | Required | string | Use `ICTRANSFER` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

Network accessline 6117

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| MEMO | Optional | string | Memo | | QUANTITY | Required | number | Quantity | | UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity |

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| QUANTITY | Required | number | Quantity | | UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity | | LOCATIONID | Optional | string | Location ID |

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| UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity |

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| MEMO | Optional | string | Memo | | QUANTITY | Required | number | Quantity | | UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity |

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| QUANTITY | Required | number | Quantity | | UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity | | LOCATIONID | Optional | string | Location ID |

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| UNIT | Required | string | [Unit of measure](https://developer.intacct.com/api/inventory-control/units-of-measure/) on which to base quantity |

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/inventory-control/warehouses/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `WAREHOUSE`.

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|---|---|---|---| | object | Required | string | Use `WAREHOUSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

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| object | Required | string | Use `WAREHOUSE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 6722

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/inventory-control/zones/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `ZONE`.

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|---|---|---|---| | object | Required | string | Use `ZONE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Ch

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| object | Required | string | Use `ZONE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a

Network accessline 6786

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 6788

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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`skills/sageintacct-assistant/references/xml-api/objects/order-entry.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Order Entry* of the XML API reference at https://developer.intacct.com/api/order-entry/: 6 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XML example

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Source: https://developer.intacct.com/api/order-entry/order-entry-transaction-definitions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SODOCUMENTPARAMS`.

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|---|---|---|---| | object | Required | string | Use `SODOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `SODOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 75

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 77

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 137

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/order-entry/order-entry-transaction-subtotal-templates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SOSUBTOTALTEMPLATE`.

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|---|---|---|---| | object | Required | string | Use `SOSUBTOTALTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `SOSUBTOTALTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

Network accessline 202

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 204

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 288

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Source: https://developer.intacct.com/api/order-entry/order-entry-transactions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SODOCUMENT`, `SODOCUMENTENTRY`, `SODOCUMENTSUBTOTALS`.

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|---|---|---|---| | object | Required | string | Use `SODOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| object | Required | string | Use `SODOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 361

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| paymentsuretycompany | Optional | string | ID of the vendor for the related surety company providing the payment bond (Construction subscription) | | taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or

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| taxsolutionid | Optional | string | Tax solution name, such as `United Kingdom - VAT` or `Australia - GST`. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the

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| projectcontractid | Optional | string | `PROJECTCONTRACTID` of the [project contract](https://developer.intacct.com/api/construction/project-contracts/#project-contracts). Required for AIA-enabled transaction definitions. You can get this

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| bundlenumber | Optional | string | Bundle number | | itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-con

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| itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer on this transaction. |

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| discountpercent | Optional | number | Discount percentage | | price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change ord

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| price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes)

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| relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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| sourcelinekey | Optional | integer | Source line to convert this line from. Use the `RECORDNO` of the line from the `createdfrom` transaction document. | | discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | O

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| discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity e

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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|---|---|---|---| | trx_tax | Optional | number | Amount of tax for the line item (to override the calculated VAT). | | overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/ta

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| overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) that you want to apply to this line subtotal. If `trx_tax` is not provided, the VAT will be calculated usi

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| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requir

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| percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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**Note:** You cannot update an order entry transaction or order entry transaction items if the state of the order entry transaction is In Progress, Converted, or Partially Converted. For more information, see [Order Entry transaction states

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After using `read` to get the line number of the entry you want to modify, add one to that number to specify the correct line in your update operation. See [Working with transaction lines and legacy functions](https://developer.intacct.com/

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| bundlenumber | Optional | string | Bundle number | | itemid | Optional | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-con

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| itemid | Optional | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer on this transaction. |

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| discountpercent | Optional | number | Discount percentage | | price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when updating a change order. See the FAQ about [change ord

Network accessline 1163

| price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when updating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes)

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| relateddockey | Optional | integer | Record number of the source transaction when updating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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| conversiontype | Optional | string | Conversion type to use when converting the transaction to the next step in the workflow (for example, sales order to sales invoice). - `Price` - conversion based on the price (for non-inventory items o

Network accessline 1169

| discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity e

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| bundlenumber | Optional | string | Bundle number | | itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-con

Network accessline 1220

| itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer on this transaction. |

Network accessline 1228

| discountpercent | Optional | number | Discount percentage | | price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change ord

Network accessline 1229

| price | Optional | currency | Price | | relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes)

Network accessline 1230

| relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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| sourcelinekey | Optional | integer | Source line to convert this line from. Use the `RECORDNO` of the line from the `createdfrom` transaction document. | | discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | O

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| discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity e

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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|---|---|---|---| | trx_tax | Optional | number | Amount of tax for the line item (to override the calculated VAT). | | overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/ta

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| overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) that you want to apply to this line subtotal. If `trx_tax` is not provided, the VAT will be calculated usi

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| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requir

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| percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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|---|---|---|---| | object | Required | string | Use `SODOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

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| object | Required | string | Use `SODOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 1427

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `SODOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `SODOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1547

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/order-entry/price-lists/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SOPRICELIST`.

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|---|---|---|---| | object | Required | string | Use `SOPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

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| object | Required | string | Use `SOPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 1674

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1676

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1861

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1868

Source: https://developer.intacct.com/api/order-entry/recurring-order-entry-transactions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `SORECURDOCUMENT`.

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|---|---|---|---| | object | Required | string | Use `SORECURDOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 1922

| object | Required | string | Use `SORECURDOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1925

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1926

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) create

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| itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the customer on this transaction. |

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| price | Optional | currency | Price | | discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/

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| discsurchargememo | Optional | string | Discount/surcharge memo | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity e

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requir

Network accessline 2155

| percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

Network accessline 2156

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 2204

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/order-entry/revenue-recognition-schedules/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `REVRECSCHEDULE`, `REVRECSCHEDULEENTRY`.

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/platform-services.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Platform Services* of the XML API reference at https://developer.intacct.com/api/platform-services/: 5 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes,

Network accessline 18

Source: https://developer.intacct.com/api/platform-services/applications/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PTAPPLICATION`.

Network accessline 71

|---|---|---|---| | object | Required | string | Use `PTAPPLICATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 72

| object | Required | string | Use `PTAPPLICATION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 73

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 74

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 75

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 76

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 249

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/platform-services/dimensions/ (Sage Intacct XML API reference, verified 2026-10-13).

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> **Note:** To get to-one relationship values, list the dimension object and look for related fields (r*fields*) in the output. For more information, see the [FAQ](https://developer.intacct.com/support/faq/#how-do-i-get-the-targets-of-to-on

Network accessline 624

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 631

Source: https://developer.intacct.com/api/platform-services/objects/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `MCA_attendee`, `CUSTOMER`, `DEPARTMENT`, `ACTIVITYLOG`.

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|---|---|---|---| | object | Required | string | Use `ACTIVITYLOG` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 841

| object | Required | string | Use `ACTIVITYLOG` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 842

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 843

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 844

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 845

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 940

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 947

Source: https://developer.intacct.com/api/platform-services/records/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `VENDOR`, `MCA_attendee`, `api_test_record`, `asset`.

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|---|---|---|---| | object | Required | string | Object type to query. | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 1027

| object | Required | string | Object type to query. | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 1028

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1029

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1030

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1031

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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<api_textarea>This is text area             this is a new line itext area</api_textarea>         <api_url>https://www.intacct.com</api_url>

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this is a new line itext area</api_textarea>         <api_url>https://www.intacct.com</api_url>     </api_test_record>

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<api_url>https://www.intacct.com</api_url>

Network accessline 1240

> **Note:** See the [FAQ](https://developer.intacct.com/support/faq/#how-do-i-set-relationship-values-for-dimensions-custom-objects-or-standard-objects) for more examples that set relationship values.

Network accessline 1310

> **Note:** See the [FAQ](https://developer.intacct.com/support/faq/#how-do-i-set-relationship-values-for-dimensions-custom-objects-or-standard-objects) for more examples that set relationship values.

Network accessline 1425

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/platform-services/views/ (Sage Intacct XML API reference, verified 2026-10-13).

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| view | Required | string | Object and original ID for an existing view in the format `object#originalId`, for example, `VENDOR#135422@10051`. A view is assigned an original ID at creation time and this ID never changes. To find the origin

Network accessline 1477

| filters | Optional | string | Accepts a filter condition such as `AND` or `OR`, and individual filter expressions based on field values. The individual expressions include a field name, and operator, and a value. For help building express

Network accessline 1481

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/project-resource-mgmt.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Project and Resource Management* of the XML API reference at https://developer.intacct.com/api/project-resource-mgmt/: 14 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the rele

Network accessline 27

Source: https://developer.intacct.com/api/project-resource-mgmt/earning-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `EARNINGTYPE`.

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|---|---|---|---| | object | Required | string | Use `EARNINGTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 82

| object | Required | string | Use `EARNINGTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 83

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 84

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 85

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 86

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 263

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 270

Source: https://developer.intacct.com/api/project-resource-mgmt/positions-skills/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `POSITIONSKILL`.

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|---|---|---|---| | object | Required | string | Use `POSITIONSKILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 325

| object | Required | string | Use `POSITIONSKILL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 326

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 327

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 328

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 329

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 410

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/project-resource-mgmt/project-groups/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTGROUP`.

Network accessline 470

|---|---|---|---| | object | Required | string | Use `PROJECTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expres

Network accessline 471

| object | Required | string | Use `PROJECTGROUP` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the va

Network accessline 472

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 473

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 474

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 475

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 560

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 567

Source: https://developer.intacct.com/api/project-resource-mgmt/project-observed-pct-completed/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `OBSPCTCOMPLETED`.

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|---|---|---|---| | object | Required | string | Use `OBSPCTCOMPLETED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 623

| object | Required | string | Use `OBSPCTCOMPLETED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 624

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 625

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 626

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 627

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 789

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/project-resource-mgmt/project-resources/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTRESOURCES`.

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|---|---|---|---| | object | Required | string | Use `PROJECTRESOURCES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

Network accessline 850

| object | Required | string | Use `PROJECTRESOURCES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 851

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 852

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 853

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 854

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 913

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 920

Source: https://developer.intacct.com/api/project-resource-mgmt/project-statuses/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTSTATUS`.

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|---|---|---|---| | object | Required | string | Use `PROJECTSTATUS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 974

| object | Required | string | Use `PROJECTSTATUS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 975

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 976

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 977

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 978

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1063

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1070

Source: https://developer.intacct.com/api/project-resource-mgmt/project-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECTTYPE`.

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|---|---|---|---| | object | Required | string | Use `PROJECTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 1124

| object | Required | string | Use `PROJECTTYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 1125

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1126

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1127

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1128

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1213

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1220

Source: https://developer.intacct.com/api/project-resource-mgmt/projects/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PROJECT`.

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|---|---|---|---| | object | Required | string | Use `PROJECT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression.

Network accessline 1274

| object | Required | string | Use `PROJECT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value o

Network accessline 1275

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1276

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1277

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1278

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1427

| ENDDATE | Optional | string | End date in format `mm/dd/yyyy` | | DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console

Network accessline 1428

| DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | CLA

Network accessline 1429

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1505

You can update an existing project as described here. If you want to provide observed-percent-completed information for a project, see [Project Observed Percent Completed](https://developer.intacct.com/api/project-resource-mgmt/project-obse

Network accessline 1578

| ENDDATE | Optional | string | End date in format `mm/dd/yyyy` | | DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console

Network accessline 1579

| DEPARTMENTID | Optional | string | Department ID | | LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | CLA

Network accessline 1580

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 1669

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1676

Source: https://developer.intacct.com/api/project-resource-mgmt/task-observed-pct-completed/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `OBSPCTCOMPLETED`.

Network accessline 1738

|---|---|---|---| | object | Required | string | Use `OBSPCTCOMPLETED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

Network accessline 1739

| object | Required | string | Use `OBSPCTCOMPLETED` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 1740

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1741

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1742

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1743

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 1919

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 1926

Source: https://developer.intacct.com/api/project-resource-mgmt/task-resources/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TASKRESOURCES`.

Network accessline 1979

|---|---|---|---| | object | Required | string | Use `TASKRESOURCES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expre

Network accessline 1980

| object | Required | string | Use `TASKRESOURCES` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the v

Network accessline 1981

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 1982

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 1983

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 1984

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2043

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2050

Source: https://developer.intacct.com/api/project-resource-mgmt/tasks/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TASK`.

Network accessline 2109

|---|---|---|---| | object | Required | string | Use `TASK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Ch

Network accessline 2110

| object | Required | string | Use `TASK` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a

Network accessline 2111

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2112

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2113

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2114

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2307

You can update an existing task as described here. If you want to provide observed-percent-completed information for a task, see [Task Observed Percent Completed](https://developer.intacct.com/api/project-resource-mgmt/task-observed-pct-com

Network accessline 2460

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2467

Source: https://developer.intacct.com/api/project-resource-mgmt/time-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TIMETYPE`.

Network accessline 2520

|---|---|---|---| | object | Required | string | Use `TIMETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression

Network accessline 2521

| object | Required | string | Use `TIMETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 2522

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2523

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2524

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2525

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2695

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2702

Source: https://developer.intacct.com/api/project-resource-mgmt/timesheets/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TIMESHEET`, `TIMESHEETENTRY`, `TIMESHEETAPPROVAL`.

Network accessline 2719

For details, see the information about [Web Services only](https://www.intacct.com/ia/docs/en_US/help_action/Default.htm#cshid=Web_services_users) users in the Sage Intacct product help.

Network accessline 2795

|---|---|---|---| | object | Required | string | Use `TIMESHEET` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 2796

| object | Required | string | Use `TIMESHEET` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 2797

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 2798

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2799

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 2800

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2943

| TIMETYPE | Optional | string | Time type | | BILLABLE | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com

Network accessline 2944

| BILLABLE | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). | | LA

Network accessline 2945

| EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

Network accessline 2946

| LABORCLASSID | Optional | string | `LABORCLASSID` of an active [labor class](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-classes). |

Network accessline 2947

| LABORSHIFTID | Optional | string | `LABORSHIFTID` of an active [labor shift](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-shifts). |

Network accessline 2948

| LABORUNIONID | Optional | string | `LABORUNIONID` of an active [labor union](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-unions). |

Network accessline 2949

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3045

| taskname | Optional | string | Task name | | timetype | Optional | string | Time type | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/)

Network accessline 3046

| timetype | Optional | string | Time type | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). | | laborclassid | Optional | string | `LAB

Network accessline 3047

| emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

Network accessline 3048

| laborclassid | Optional | string | `LABORCLASSID` of an active [labor class](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-classes). |

Network accessline 3049

| laborshiftid | Optional | string | `LABORSHIFTID` of an active [labor shift](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-shifts). |

Network accessline 3050

| laborunionid | Optional | string | `LABORUNIONID` of an active [labor union](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-unions). |

Network accessline 3051

| billable | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is

Network accessline 3052

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3169

| TIMETYPE | Optional | string | Time type | | BILLABLE | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com

Network accessline 3170

| BILLABLE | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). | | LA

Network accessline 3171

| EMPPOSITIONID | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

Network accessline 3172

| LABORCLASSID | Optional | string | `LABORCLASSID` of an active [labor class](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-classes). |

Network accessline 3173

| LABORSHIFTID | Optional | string | `LABORSHIFTID` of an active [labor shift](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-shifts). |

Network accessline 3174

| LABORUNIONID | Optional | string | `LABORUNIONID` of an active [labor union](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-unions). |

Network accessline 3175

| LOCATIONID | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3271

| taskname | Optional | string | Task name | | timetype | Optional | string | Time type | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/)

Network accessline 3272

| timetype | Optional | string | Time type | | emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). | | laborclassid | Optional | string | `LAB

Network accessline 3273

| emppositionid | Optional | string | `POSITIONID` of an active [employee position](https://developer.intacct.com/api/construction/employee-position/). |

Network accessline 3274

| laborclassid | Optional | string | `LABORCLASSID` of an active [labor class](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-classes). |

Network accessline 3275

| laborshiftid | Optional | string | `LABORSHIFTID` of an active [labor shift](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-shifts). |

Network accessline 3276

| laborunionid | Optional | string | `LABORUNIONID` of an active [labor union](https://developer.intacct.com/api/construction/labor-class-shift-union/#labor-unions). |

Network accessline 3277

| billable | Optional | boolean | Billable. Use `false` for No, `true` for Yes. | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is

Network accessline 3278

| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

Network accessline 3398

|---|---|---|---| | object | Required | string | Use `TIMESHEETENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

Network accessline 3399

| object | Required | string | Use `TIMESHEETENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 3400

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3401

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3402

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3403

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 3552

|---|---|---|---| | object | Required | string | Use `TIMESHEETAPPROVAL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the e

Network accessline 3553

| object | Required | string | Use `TIMESHEETAPPROVAL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check t

Network accessline 3554

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3555

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3556

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/project-resource-mgmt/transaction-rules/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TRANSACTIONRULE`, `TRANSACTIONRULEDETAIL`.

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|---|---|---|---| | object | Required | string | Use `TRANSACTIONRULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

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| object | Required | string | Use `TRANSACTIONRULE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/purchasing.md`

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<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

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Section *Purchasing* of the XML API reference at https://developer.intacct.com/api/purchasing/: 7 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history, notes, XML examples

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Source: https://developer.intacct.com/api/purchasing/price-lists/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `POPRICELIST`.

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|---|---|---|---| | object | Required | string | Use `POPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

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| object | Required | string | Use `POPRICELIST` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/purchasing/purchasing-transaction-definitions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PODOCUMENTPARAMS`.

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|---|---|---|---| | object | Required | string | Use `PODOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `PODOCUMENTPARAMS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| STATUS | Optional | string | Status for the transaction definition. Use `Active` or `Inactive`. (Default: `Active`) | | ENABLEDOCCHANGE | Optional | string | Enable change management for transactions. Use `Enable Change` for source transa

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| ENABLEDOCCHANGE | Optional | string | Enable change management for transactions. Use `Enable Change` for source transactions that can accept change orders, use `Change Order` for transactions that are themselves change orders, or `No Chan

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| SEQUENCE | Optional | string | Numbering sequence for the transaction. If not provided, transactions must be numbered manually. Can be overridden in the [Entity Settings](https://developer.intacct.com/api/purchasing/purchasing-transaction

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| PRESERVE_SEQNUM | Optional | boolean | Preserve sequence numbers so that numbers are not skipped. Use `true` to preserve sequences, `false` otherwise. Can be overridden in the [Entity Settings](https://developer.intacct.com/api/purchasing

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| INHERIT_SOURCE_DOCNO | Optional | boolean | Inherit the source document number from the transaction from which this transaction is converted. Use `true` to inherit the numbering, `false` otherwise. Can be overridden in the [Entity Setting

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| EXCHRATETYPES | Optional | string | Exchange rate type for custom exchange rate. Only applicable for multi-currency companies. | | DISPLAY_BASECURRENCY | Optional | boolean | Display base currency as well as transaction currency for multi

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| DISPLAY_BASECURRENCY | Optional | boolean | Display base currency as well as transaction currency for multi-currency. Use `true` to display both, `false` otherwise. Only applicable for multi-currency companies. (Default: `false`) | | UPDA

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| UPDATES_GL | Optional | string | Transaction posting. Use `A` for Accounts Payable, `G` for General Ledger, or `N` for Don’t Post. If you specify Accounts Payable or General Ledger, you must supply the Transaction posting account mapping

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| AR_ACCOUNTS | Optional | `AR_ACCOUNT`[2] | Transaction posting account mapping for either Accounts Payable or General Ledger transaction posting. There must be one credit and one debit account. **Note:** `AR_ACCOUNT` is shared across appl

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| POSTTOGL | Optional | boolean | Enable reversal posting, which can be any additional posting, not just for reversals. Use `true` to enable, `false` otherwise. If set to `true`, you must supply the Reversal GL entry account mapping in the

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| DISABLEVAT | Optional | boolean | For a VAT enabled company, disables tax capture for the general ledger. (Default: `false`) (AU, GB, ZA only) | | INVGL_ACCOUNTS | Optional | `INVGL_ACCOUNT`[2] | Reversal GL entry account mapping in the [

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| INVGL_ACCOUNTS | Optional | `INVGL_ACCOUNT`[2] | Reversal GL entry account mapping in the [Posting Configuration](https://developer.intacct.com/api/purchasing/purchasing-transaction-definitions/#posting-configuration). There must be one c

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If your transaction definition has entity properties, you need to include the entity ID (via `ENTITY_NAME` in the`ENTITY_PROPS`) for each such entity for **every** update call regardless of other parameters you are providing. See [Entity Se

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| EXCHRATETYPES | Optional | string | Exchange rate type for custom exchange rate. Only applicable for multi-currency companies. | | DISPLAY_BASECURRENCY | Optional | boolean | Display base currency as well as transaction currency for multi

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| DISPLAY_BASECURRENCY | Optional | boolean | Display base currency as well as transaction currency for multi-currency. Use `true` to display both, `false` otherwise. Only applicable for multi-currency companies. (Default: `false`) | | UPDA

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| UPDATES_GL | Optional | string | Transaction posting. Use `A` for Accounts Payable, `G` for General Ledger, or `N` for Don’t Post. If you specify Accounts Payable or General Ledger, you must supply the Transaction posting account mapping

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| AR_ACCOUNTS | Optional | `AR_ACCOUNT`[2] | Transaction posting account mapping for either Accounts Payable or General Ledger transaction posting. There must be one credit and one debit account. **Note:** `AR_ACCOUNT` is shared across appl

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| POSTTOGL | Optional | boolean | Enable reversal posting, which can be any additional posting, not just for reversals. Use `true` to enable, `false` otherwise. If set to `true`, you must supply the Reversal GL entry account mapping in the

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| DISABLEVAT | Optional | boolean | For a VAT enabled company, disables tax capture for the general ledger. (Default: `false`) (AU, GB, ZA only) | | INVGL_ACCOUNTS | Optional | `INVGL_ACCOUNT`[2] | Reversal GL entry account mapping in the [

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| INVGL_ACCOUNTS | Optional | `INVGL_ACCOUNT`[2] | Reversal GL entry account mapping in the [Posting Configuration](https://developer.intacct.com/api/purchasing/purchasing-transaction-definitions/#posting-configuration). There must be one c

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Source: https://developer.intacct.com/api/purchasing/purchasing-transaction-subtotal-templates/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `POSUBTOTALTEMPLATE`.

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|---|---|---|---| | object | Required | string | Use `POSUBTOTALTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `POSUBTOTALTEMPLATE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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Source: https://developer.intacct.com/api/purchasing/purchasing-transactions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `PODOCUMENT`, `PODOCUMENTENTRY`, `PODOCUMENTSUBTOTALS`.

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|---|---|---|---| | object | Required | string | Use `PODOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressi

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| object | Required | string | Use `PODOCUMENT` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the valu

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) create

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| itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor o

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor on this transaction. |

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| deliverto | Optional | object | Deliver to contact for tax calculation | | tax | Optional | currency | Tax amount | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/

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| tax | Optional | currency | Tax amount | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| retainagepercentage | Optional | numeric | Percentage of the total amount to retain on a transaction that is part of a Construction project. When you supply this value, the value for `trx_amountretained` is automatically calculated (Const

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| trx_amountretained | Optional | currency | Amount to retain if you want to override the `retainagepercentage`. When you supply this value, the value for `retainagepercentage` is automatically calculated (Construction or Projects subscript

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| relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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|---|---|---|---| | trx_tax | Optional | number | Amount of tax for the line item (to override the calculated VAT). | | overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/ta

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| overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) that you want to apply to this line subtotal. If `trx_tax` is not provided, the VAT will be calculated usi

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| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requir

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| percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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**Note:** You cannot update a purchasing transaction or purchasing transaction items if the state of the purchasing transaction is Submitted, In Progress, Converted, or Partially Converted. For more information, see [Purchasing transaction

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After using `read` to get the line number of the entry you want to modify, add one to that number to specify the correct line in your update operation. See [Working with transaction lines and legacy functions](https://developer.intacct.com/

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| line_num | Required | integer | Line number to update | | itemid | Optional | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventor

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| itemid | Optional | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor o

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor on this transaction. |

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| price | Optional | currency | Price | | deliverto | Optional | object | Deliver to contact for tax calculation | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/loc

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| deliverto | Optional | object | Deliver to contact for tax calculation | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-e

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| dateshiptosupplier | Optional | [object](#purchasing-transactions--update_potransaction.updatepotransitems.updatepotransitem.date) | Date shipped to supplier, which is the date that goods were returned to the supplier. | | allocationid |

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| allocationid | Optional | string | Transaction allocation ID. Applicable only for non-inventory items such as services. The `quantity` value must be set to 1. | | relateddockey | Optional | integer | Record number of the source transactio

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| relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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|---|---|---|---| | itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) create

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| itemid | Required | string | Item ID | | itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor o

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| itemaliasid | Optional | string | Alias name for the item as set up in an [item cross reference](https://developer.intacct.com/api/inventory-control/item-cross-references/) created for the vendor on this transaction. |

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| deliverto | Optional | object | Deliver to contact for tax calculation | | tax | Optional | currency | Tax amount | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/

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| tax | Optional | currency | Tax amount | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | departmentid

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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| retainagepercentage | Optional | numeric | Percentage of the total amount to retain on a transaction that is part of a Construction project. When you supply this value, the value for `trx_amountretained` is automatically calculated. (Cons

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| trx_amountretained | Optional | currency | Amount to retain if you want to override the `retainagepercentage`. When you supply this value, the value for `retainagepercentage` is automatically calculated. (Construction or Projects subscrip

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| relateddockey | Optional | integer | Record number of the source transaction when creating a change order. See the FAQ about [change orders](https://developer.intacct.com/support/faq/#trans-changes) for information about using the API to

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|---|---|---|---| | trx_tax | Optional | number | Amount of tax for the line item (to override the calculated VAT). | | overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/ta

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| overridedetailid | Required | string | The ID of the [tax detail](https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/) that you want to apply to this line subtotal. If `trx_tax` is not provided, the VAT will be calculated usi

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| absval | Optional | number | Absolute value | | percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Requir

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| percentval | Optional | number | Percent value | | locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. | | depar

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| locationid | Optional | string | `LOCATIONID` of an active [location](https://developer.intacct.com/api/company-console/locations/). Required if company is multi-entity enabled. |

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|---|---|---|---| | object | Required | string | Use `PODOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the exp

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| object | Required | string | Use `PODOCUMENTENTRY` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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|---|---|---|---| | object | Required | string | Use `PODOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the

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| object | Required | string | Use `PODOCUMENTSUBTOTALS` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 2472

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 2479

Source: https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `COMPLIANCEDEFINITION`.

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|---|---|---|---| | object | Required | string | Use `COMPLIANCEDEFINITION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match th

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| object | Required | string | Use `COMPLIANCEDEFINITION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Chec

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| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 2558

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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NOTE: Compliance definitions for lien waivers uses the primary document feature to generate compliance records. Set [PRIMARYDOC](https://developer.intacct.com/api/purchasing/purchasing-transaction-definitions/) to true to use primary docume

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NOTE: Lien waivers uses the primary document feature to generate compliance records. Set [PRIMARYDOC](https://developer.intacct.com/api/purchasing/purchasing-transaction-definitions/) to true to use primary documents in Construction.

Network accessline 2812

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/purchasing/vendor-compliance-records/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `COMPLIANCERECORD`, `compliancerecord`.

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|---|---|---|---| | object | Required | string | Use `COMPLIANCERECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the ex

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| object | Required | string | Use `COMPLIANCERECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check th

Network accessline 2913

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

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| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| Name | Required | Type | Description | |---|---|---|---| | COMPLIANCETYPEID | Required | string | ID of the [compliance type](https://developer.intacct.com/api/purchasing/vendor-compliance-types/) to use to create the compliance record. T

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|---|---|---|---| | COMPLIANCETYPEID | Required | string | ID of the [compliance type](https://developer.intacct.com/api/purchasing/vendor-compliance-types/) to use to create the compliance record. The `COMPLIANCERECORDID` for the new compl

Network accessline 3007

| COMPLIANCETYPEID | Required | string | ID of the [compliance type](https://developer.intacct.com/api/purchasing/vendor-compliance-types/) to use to create the compliance record. The `COMPLIANCERECORDID` for the new compliance record will

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| NAME | Required | string | Name for the compliance record. | | VENDORID | Required | string | ID of the [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) that this compliance record applies to. | | DESCRIPTION | Option

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| VENDORID | Required | string | ID of the [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) that this compliance record applies to. |

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| DESCRIPTION | Optional | string | Description of the compliance record. | | STATUS | Optional | string | Status of compliance record: - `active` - the compliance record is used for compliance validation. (default)<br>- `inactive` - The co

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| STATUS | Optional | string | Status of compliance record: - `active` - the compliance record is used for compliance validation. (default)<br>- `inactive` - The compliance record is not counted in compliance validation. | | CONTACTNAME | O

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| CONTACTNAME | Optional | string | The name of a [contact](https://developer.intacct.com/api/company-console/contacts/) to associate with this compliance record. |

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| POLICYNUMBER | Optional | string | The policy or document number for this record. | | EFFECTIVEDATE | Optional | string | Date when policy or document becomes effective. Used for reporting. | | EXPIRATIONDATE | Optional | string | Date wh

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| EFFECTIVEDATE | Optional | string | Date when policy or document becomes effective. Used for reporting. | | EXPIRATIONDATE | Optional | string | Date when the policy or document expires. If the `VALIDATIONRULE` in the applicable [complian

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| EXPIRATIONDATE | Optional | string | Date when the policy or document expires. If the `VALIDATIONRULE` in the applicable [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) is set to `Expir

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| REFERENCENUMBER | Optional | string | Document reference number. | | SUBROGATIONWAIVER | Optional | boolean | Use `true` to indicate that the policy includes a subrogation waiver, otherwise use `false`. (Default: `false`) | | DOCUMENTRECE

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| SUBROGATIONWAIVER | Optional | boolean | Use `true` to indicate that the policy includes a subrogation waiver, otherwise use `false`. (Default: `false`) | | DOCUMENTRECEIVED | Optional | boolean | Use `true` to indicate that the required

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| DOCUMENTRECEIVED | Optional | boolean | Use `true` to indicate that the required compliance document has been received, otherwise use `false`. If the `VALIDATIONRULE` in the applicable [compliance definition](https://developer.intacct.com

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| NOTES | Optional | string | Text field for user-added notes. Use 4000 or fewer characters. | | RECEIVEDDATE | Optional | string | The date that the compliance document was received. | | RECEIVEDBYID | Optional | string | The ID of the [em

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| RECEIVEDDATE | Optional | string | The date that the compliance document was received. | | RECEIVEDBYID | Optional | string | The ID of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who received the compli

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| RECEIVEDBYID | Optional | string | The ID of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who received the compliance document. |

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| NOTIFICATIONOVERRIDE | Optional | Boolean | Use `true` to override the `PAYMENTNOTIFICATION` setting defined in the [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) so that the vendor ca

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| RECORDNO | Required | integer | `RECORDNO` of the compliance record to update. | | NAME | Optional | string | Name for the compliance record. | | VENDORID | Optional | string | ID of the [vendor](https://developer.intacct.com/api/accounts

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| NAME | Optional | string | Name for the compliance record. | | VENDORID | Optional | string | ID of the [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) that this compliance record applies to. | | DESCRIPTION | Option

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| VENDORID | Optional | string | ID of the [vendor](https://developer.intacct.com/api/accounts-payable/vendors/) that this compliance record applies to. |

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| DESCRIPTION | Optional | string | Description of the compliance record. | | STATUS | Optional | string | Status of compliance record: - `active` - the compliance record is used for compliance validation.<br>- `inactive` - The compliance r

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| STATUS | Optional | string | Status of compliance record: - `active` - the compliance record is used for compliance validation.<br>- `inactive` - The compliance record is not counted in compliance validation. | | CONTACTNAME | Optional |

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| CONTACTNAME | Optional | string | The name of a [contact](https://developer.intacct.com/api/company-console/contacts/) to associate with this compliance record. |

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| POLICYNUMBER | Optional | string | The policy or document number for this record. | | EFFECTIVEDATE | Optional | string | Date when policy or document becomes effective. Used for reporting. | | EXPIRATIONDATE | Optional | string | Date wh

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| EFFECTIVEDATE | Optional | string | Date when policy or document becomes effective. Used for reporting. | | EXPIRATIONDATE | Optional | string | Date when the policy or document expires. If the `VALIDATIONRULE` in the applicable [complian

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| EXPIRATIONDATE | Optional | string | Date when the policy or document expires. If the `VALIDATIONRULE` in the applicable [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) is set to `Expir

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| REFERENCENUMBER | Optional | string | Document reference number. | | SUBROGATIONWAIVER | Optional | boolean | Use `true` to indicate that the policy includes a subrogation waiver, otherwise use `false`. | | DOCUMENTRECEIVED | Optional | b

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| SUBROGATIONWAIVER | Optional | boolean | Use `true` to indicate that the policy includes a subrogation waiver, otherwise use `false`. | | DOCUMENTRECEIVED | Optional | boolean | Use `true` to indicate that the required compliance document

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| DOCUMENTRECEIVED | Optional | boolean | Use `true` to indicate that the required compliance document has been received, otherwise use `false`. If the `VALIDATIONRULE` in the applicable [compliance definition](https://developer.intacct.com

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| NOTES | Optional | string | Text field for user-added notes. Use 4000 or fewer characters. | | RECEIVEDDATE | Optional | string | The date that the compliance document was received. | | RECEIVEDBYID | Optional | string | The ID of the [em

Network accessline 3079

| RECEIVEDDATE | Optional | string | The date that the compliance document was received. | | RECEIVEDBYID | Optional | string | The ID of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who received the compli

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| RECEIVEDBYID | Optional | string | The ID of the [employee](https://developer.intacct.com/api/employee-expenses/employees/) who received the compliance document. |

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| NOTIFICATIONOVERRIDE | Optional | Boolean | Use `true` to override the `PAYMENTNOTIFICATION` setting defined in the [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) so that the vendor ca

Network accessline 3113

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 3120

Source: https://developer.intacct.com/api/purchasing/vendor-compliance-types/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `COMPLIANCETYPE`.

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Use **compliance types** to name a specific requirement that you want to track, such as “General Liability Insurance,” based on a [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/). Complian

Network accessline 3187

|---|---|---|---| | object | Required | string | Use `COMPLIANCETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expr

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| object | Required | string | Use `COMPLIANCETYPE` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the

Network accessline 3189

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

Network accessline 3190

| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 3191

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 3192

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

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| COMPLIANCETYPEID | Required | string | Unique ID for the compliance type. | | NAME | Required | string | Name of the compliance type, such as “GL Insurance.” In the Sage Intacct web application, this value will be used as the default name

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| NAME | Required | string | Name of the compliance type, such as “GL Insurance.” In the Sage Intacct web application, this value will be used as the default name for compliance records that are created from this compliance type. | | COMPLI

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| COMPLIANCEDEFINITIONID | Required | string | ID of the [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) that will be enforced in all [compliance records](https://developer.intacct.com/ap

Network accessline 3342

| COMPLIANCETYPEID | Required | string | `COMPLIANCETYPEID` of the compliance type to update. Required is not using `RECORDNO`. | | NAME | Optional | string | Name of the compliance type, such as “GL Insurance.” In the Sage Intacct web appl

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| NAME | Optional | string | Name of the compliance type, such as “GL Insurance.” In the Sage Intacct web application, this value will be used as the default name for compliance records that are created from this compliance type. | | COMPLI

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| COMPLIANCEDEFINITIONID | Optional | string | ID of the [compliance definition](https://developer.intacct.com/api/purchasing/vendor-compliance-definitions/) that will be enforced in all [compliance records](https://developer.intacct.com/ap

Network accessline 3374

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/objects/sales-tax-vat-gst.md`

Network accessline 1

<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; page content CC BY 4.0 and code samples Apache 2.0 per the portal footer), generated by scripts/build_xml_api_reference.py | versi

Network accessline 5

Section *Sales Tax, VAT, and GST* of the XML API reference at https://developer.intacct.com/api/sales-tax-vat-gst/: 4 pages. Each page is a `##` block; objects are `###`, operations `####` followed by `Function:`, then the release history,

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Source: https://developer.intacct.com/api/sales-tax-vat-gst/contact-tax-groups/ (Sage Intacct XML API reference, verified 2026-10-13).

Network accessline 65

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 72

Source: https://developer.intacct.com/api/sales-tax-vat-gst/tax-details/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TAXDETAIL`.

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|---|---|---|---| | object | Required | string | Use `TAXDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 127

| object | Required | string | Use `TAXDETAIL` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 128

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 130

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 194

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

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Source: https://developer.intacct.com/api/sales-tax-vat-gst/tax-records/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TAXRECORD`.

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|---|---|---|---| | object | Required | string | Use `TAXRECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expressio

Network accessline 256

| object | Required | string | Use `TAXRECORD` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value

Network accessline 257

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 259

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

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| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 359

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

Network accessline 366

Source: https://developer.intacct.com/api/sales-tax-vat-gst/tax-solutions/ (Sage Intacct XML API reference, verified 2026-10-13). Objects named in its examples: `TAXSOLUTION`.

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|---|---|---|---| | object | Required | string | Use `TAXSOLUTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the express

Network accessline 423

| object | Required | string | Use `TAXSOLUTION` | | filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the val

Network accessline 424

| filter | Optional | object | [Filter expression](https://developer.intacct.com/web-services/queries/#filter) to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalt

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| select | Required | sequence | The names of the fields that you want included in the response, and an optional [aggregate function](https://developer.intacct.com/web-services/queries/#aggregate-functions) such as `count` or `sum`. Returni

Network accessline 426

| orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending [sort order](https://developer.intacct.com/web-services/queries/#order-by), for example: <br>`<order> <field>RECORDNO</field>

Network accessline 427

| options | Optional | object | [Query options](https://developer.intacct.com/web-services/queries/#options): - Set the `caseinsensitive` element to `true` for a case-insensitive query<br> `<caseinsensitive>true</caseinsensitive>`<br>- In a

Network accessline 512

[ Provide feedback ](https://forms.office.com/Pages/ResponsePage.aspx?id=fN0yPvZBLUmho8WOsCz0-Gj_lksFLzJAg2QKkx1lkvZUMkxMVDYxSzhHQzlNTjBNR1IwOVNETDNEMiQlQCN0PWcu)

`skills/sageintacct-assistant/references/xml-api/oe-po-inventory.md`

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<!-- source: https://developer.intacct.com/api/order-entry/, /api/purchasing/ and /api/inventory-control/ reference pages (Order Entry Transactions, Order Entry Transaction Definitions, Subtotal Templates, Purchasing Transactions, Purchasin

`skills/sageintacct-assistant/scripts/build_functions_reference.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

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The input is `v3.0/api.xsd` from Sage's public schema repository (https://github.com/Intacct/intacct_dtd, Apache

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NS = {"xs": "http://www.w3.org/2001/XMLSchema"}

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XS = "{http://www.w3.org/2001/XMLSchema}"

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prov = (f"<!-- source: https://github.com/Intacct/intacct_dtd (v3.0/api.xsd, Apache 2.0{', ' + args.xsd_note if args.xsd_note else ''}), "

`skills/sageintacct-assistant/scripts/build_object_snapshot.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sageintacct-assistant/scripts/build_xml_api_reference.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 142

elif href:                     if href.startswith("/"):                         href = "https://developer.intacct.com" + href

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if href.startswith("/"):                         href = "https://developer.intacct.com" + href                     parts.append(f"[{txt}]({href})" if txt.strip() else href)

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href = "https://developer.intacct.com" + href

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prov = (f"<!-- source: https://developer.intacct.com/api/ (Sage Intacct XML API reference, page URLs per section below; "

Network accessline 497

fname = f"{sec}.md" if len(chunks) == 1 else f"{sec}-{i}.md"             lines = [prov, "", f"# {title} (Sage Intacct XML API)", "",                      f"Section *{title}* of the XML API reference at https://developer.intacct.com/api/{sec

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lines = [prov, "", f"# {title} (Sage Intacct XML API)", "",                      f"Section *{title}* of the XML API reference at https://developer.intacct.com/api/{sec}/: "                      f"{len(chunk)} page{'s' if len(chunk) != 1 els

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f"Section *{title}* of the XML API reference at https://developer.intacct.com/api/{sec}/: "

`skills/sageintacct-assistant/scripts/dump_object_definitions.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 13

INTACCT_COMPANY_ID, INTACCT_USER_ID, INTACCT_USER_PASSWORD   company login     INTACCT_LOCATION_ID   optional: entity to sign in to (multi-entity shared companies)     INTACCT_ENDPOINT      optional: gateway URL, default https://api.intacct

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INTACCT_ENDPOINT      optional: gateway URL, default https://api.intacct.com/ia/xml/xmlgw.phtml

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DEFAULT_ENDPOINT = "https://api.intacct.com/ia/xml/xmlgw.phtml"

Access to secretsline 62
```
[Credential-related source omitted]
```

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def post(endpoint, body):     req = urllib.request.Request(endpoint, data=body.encode("utf-8"),

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req = urllib.request.Request(endpoint, data=body.encode("utf-8"),

Network accessline 96

headers={"Content-Type": "application/xml", "User-Agent": "claude-skills object dump"})     with urllib.request.urlopen(req, timeout=120) as r:         return r.read().decode("utf-8")

Network accessline 97

with urllib.request.urlopen(req, timeout=120) as r:

Access to secretsline 281
```
[Credential-related source omitted]
```

`skills/sageintacct-assistant/scripts/fetch_developer_portal.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 25

BASE = "https://developer.intacct.com" UA = "Mozilla/5.0 (compatible; claude-skills maintenance fetch; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 26

UA = "Mozilla/5.0 (compatible; claude-skills maintenance fetch; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 30

def get(url, timeout=60):     req = urllib.request.Request(url, headers={"User-Agent": UA, "Accept": "text/html,application/xml"})

Network accessline 31

req = urllib.request.Request(url, headers={"User-Agent": UA, "Accept": "text/html,application/xml"})

Network accessline 32

with urllib.request.urlopen(req, timeout=timeout) as r:

`skills/sageintacct-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sageintacct-assistant/scripts/test_build_object_snapshot.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 56
```
[Credential-related source omitted]
```
Access to secretsline 57
```
[Credential-related source omitted]
```
Access to secretsline 62
```
[Credential-related source omitted]
```
Access to secretsline 64
```
[Credential-related source omitted]
```
Access to secretsline 133
```
[Credential-related source omitted]
```

`skills/sagex3-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```
Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sagex3-assistant#readme",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/sagex3-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification) -

Dangerous shell operationline 37

and compare against `expected_output`. The ground-rule eval (refusing an UPDATE) must always pass.

Network accessline 66

rewrites one `<release-id>.md` per release; a new release appears automatically when Sage adds it to the archive.    Paste the printed summary table into `references/release-notes/INDEX.md` and bump the verified dates. 2. **Platform matrix*

Network accessline 67

Paste the printed summary table into `references/release-notes/INDEX.md` and bump the verified dates. 2. **Platform matrix**: re-read `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html`    (and the per-co

Network accessline 68

2. **Platform matrix**: re-read `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html`

Network accessline 82

The dictionary is compiled by `scripts/build_dict_x3.py` from the "Table dictionary" pages of Sage's online help (`https://online-help.sagex3.com/erp/<version>/en-US/MCD/ATB_0.htm` and the pages it links to: one page

Network accessline 83

help (`https://online-help.sagex3.com/erp/<version>/en-US/MCD/ATB_0.htm` and the pages it links to: one page

Network accessline 91

For another version point `--base` at that version's `MCD/` folder and `--version` at its label, e.g.    `--base https://online-help.sagex3.com/erp/12/en-us/Content/MCD/ --version V12` into `references/dictionary/V12`.

Network accessline 92

`--base https://online-help.sagex3.com/erp/12/en-us/Content/MCD/ --version V12` into `references/dictionary/V12`.

`skills/sagex3-assistant/README.md`

Network accessline 45

1. Get `sagex3-assistant.skill` from the [Releases page](https://github.com/fdtaljaard/claude-skills/releases).

Network accessline 61

With the [skills CLI](https://agentskills.io):

Network accessline 71

git clone https://github.com/fdtaljaard/claude-skills.git

Network accessline 108

other scripts in `scripts/` are maintenance only and download from the same site when a maintainer runs them. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.com/fdtaljaard/c

Network accessline 110

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/sagex3-assistant/SKILL.md`

Network accessline 26

If it doesn't fit (4GL / web-service development, screen behaviour - planned capabilities, see `MAINTENANCE.md`), say so, answer from Sage's official help (`https://online-help.sagex3.com/erp/<version>/en-US/`) with a citation, and

Network accessline 27

say so, answer from Sage's official help (`https://online-help.sagex3.com/erp/<version>/en-US/`) with a citation, and

Network accessline 39

- **Match the client's version.** The bundled dictionary is **V11**. Ask which version the client runs when   it changes the answer; for V12 (or a newer version) confirm the table on Sage's help at the same URL   (`https://online-help.sagex

Network accessline 40

it changes the answer; for V12 (or a newer version) confirm the table on Sage's help at the same URL   (`https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm`, or `scripts/diff_table_versions.py TABLE`)   before relying on it

Network accessline 41

(`https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm`, or `scripts/diff_table_versions.py TABLE`)

`skills/sagex3-assistant/evals/evals.json`

Network accessline 24

"capability": "dictionary (version mismatch)",       "prompt": "The client is on Sage X3 V12. Does SORDER have a column for the delivery address code?",       "expected_output": "Answers from the V11 dictionary (names the BPAADD field and i

Network accessline 25

"prompt": "The client is on Sage X3 V12. Does SORDER have a column for the delivery address code?",       "expected_output": "Answers from the V11 dictionary (names the BPAADD field and its link expression), states clearly that the bundled

Network accessline 26

"expected_output": "Answers from the V11 dictionary (names the BPAADD field and its link expression), states clearly that the bundled dictionary is V11, and either fetches https://online-help.sagex3.com/erp/12/en-us/Content/MCD/SORDER.htm t

`skills/sagex3-assistant/references/dictionary/INDEX.md`

Network accessline 11

Source: Sage's public online help, "Table dictionary" (`https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm` and the

Network accessline 42

|---|---|---| | V11 | `V11/` | the bundled dictionary | | V12 and later | `V11/` as a starting point, then confirm on `https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm` | not bundled; `MAINTENANCE.md` explains how to buil

Network accessline 43

| V11 | `V11/` | the bundled dictionary | | V12 and later | `V11/` as a starting point, then confirm on `https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm` | not bundled; `MAINTENANCE.md` explains how to build a `V12/` fol

Network accessline 44

| V12 and later | `V11/` as a starting point, then confirm on `https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm` | not bundled; `MAINTENANCE.md` explains how to build a `V12/` folder |

`skills/sagex3-assistant/references/dictionary/V11/data-types.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/AP-AR-accounting.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/CRM.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Common-Data.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Development.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Financials.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Fixed-Assets.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/HCM.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/HR-administration.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Help-Desk.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Manufacturing.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Purchasing.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Sales.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Stock.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/dict/Supervisor.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/local-menus.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/dictionary/V11/table-index.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm and the linked table / local-menu / data-type pages (Sage X3 V11 online help, 'Table dictionary') compiled by scripts/build_dict_x3.py | version: Sage X3 V11 | verified:

`skills/sagex3-assistant/references/release-notes/2023-r2-34.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2023-r2-34/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2023-r2-34/Readme-X3-ENG-12.0.34.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA November 2023 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2023-r1-33. For Sage's full wording, the bug-fix list (285 fixes) and known issues, read the source files in the header; the human-readable page is h

Network accessline 20

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/2024-r1-35.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2024-r1-35/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2024-r1-35/Readme-X3-ENG-12.0.35.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA April 2024 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2023-r2-34. For Sage's full wording, the bug-fix list (216 fixes) and known issues, read the source files in the header; the human-readable page is http

Network accessline 22

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/2024-r2-36.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2024-r2-36/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2024-r2-36/Readme-X3-ENG-12.0.36.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA November 2024 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2024-r1-35. For Sage's full wording, the bug-fix list (293 fixes) and known issues, read the source files in the header; the human-readable page is h

Network accessline 18

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/2025-r1-37.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2025-r1-37/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2025-r1-37/Readme-X3-ENG-12.0.37.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA May 2025 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2024-r2-36. For Sage's full wording, the bug-fix list (284 fixes) and known issues, read the source files in the header; the human-readable page is https:

Network accessline 19

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/2025-r2-38.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2025-r2-38/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2025-r2-38/Readme-X3-ENG-12.0.38.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA November 2025 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2025-r1-37. For Sage's full wording, the bug-fix list (286 fixes) and known issues, read the source files in the header; the human-readable page is h

Network accessline 20

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/2026-r1-39.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/x3-release-notes/api/en-US/2026-r1-39/data.json, https://online-help.sagex3.com/x3-release-notes/api/en-US/2026-r1-39/Readme-X3-ENG-12.0.39.txt and https://online-help.sagex3.com/x3-release-notes/

Network accessline 4

GA May 2026 (Sage publishes the month; V12 releases are bi-annual). Previous release: 2025-r2-38. For Sage's full wording, the bug-fix list (305 fixes) and known issues, read the source files in the header; the human-readable page is https:

Network accessline 21

From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. Check these against the client's views and integrations; confirm the exact column change on the V12 table page (`https://online-he

`skills/sagex3-assistant/references/release-notes/INDEX.md`

Network accessline 3

One distilled extract per Sage X3 V12 release, compiled from Sage's official release-notes API (`https://online-help.sagex3.com/x3-release-notes/api/en-US/`) by `scripts/build_release_notes_x3.py` on 2026-10-02.

Network accessline 4

(`https://online-help.sagex3.com/x3-release-notes/api/en-US/`) by `scripts/build_release_notes_x3.py` on 2026-10-02.

Network accessline 5

Read `<release-id>.md` § 1–3 first (components shipped → **tables / local menus / data types whose dictionary definition changed** → behaviour changes), then § 4 for what's new by module, § 5 for entry points. For Sage's wording, the full b

Network accessline 6

changed** → behaviour changes), then § 4 for what's new by module, § 5 for entry points. For Sage's wording, the full bug-fix list and known issues, open the human-readable page `https://online-help.sagex3.com/x3-release-notes/index.html#/r

Network accessline 7

bug-fix list and known issues, open the human-readable page `https://online-help.sagex3.com/x3-release-notes/index.html#/release/en-US/<release-id>`

Network accessline 23

Not bundled: 2023 R1 (12.0.33) and earlier - archived by Sage at `https://online-help.sagex3.com/x3-release-notes-arch/en_US/ReleaseNote/RELNOTE_V12.0.33.htm` (same pattern per patch);

Network accessline 24

`https://online-help.sagex3.com/x3-release-notes-arch/en_US/ReleaseNote/RELNOTE_V12.0.33.htm` (same pattern per patch);

`skills/sagex3-assistant/references/upgrades/platform-matrix.md`

Network accessline 1

<!-- source: https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html and the per-component V12 prerequisite pages (page date published 8 September 2026); https://online-help.sagex3.com/erp/11/en-US/V7DEV/prereq

`skills/sagex3-assistant/references/upgrades/upgrade-guide.md`

Network accessline 70

| Need | URL pattern | Notes | |---|---|---| | Prerequisites (platform support) per major version | `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html` and `prerequisites_<component>.html` (`windows-sql-s

Network accessline 71

|---|---|---| | Prerequisites (platform support) per major version | `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html` and `prerequisites_<component>.html` (`windows-sql-server`, `windows-oracle`, `linu

Network accessline 72

| Prerequisites (platform support) per major version | `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/prerequisites_overview.html` and `prerequisites_<component>.html` (`windows-sql-server`, `windows-oracle`, `linux-oracle`, `re

Network accessline 73

| Release notes 2023 R2 → 2026 R1 | `https://online-help.sagex3.com/x3-release-notes/index.html#/release/en-US/<id>` with `<id>` = `2026-r1-39`, `2025-r2-38`, `2025-r1-37`, `2024-r2-36`, `2024-r1-35`, `2023-r2-34`; machine-readable `…/x3-re

Network accessline 74

| Release notes 2023 R1 and earlier | `https://online-help.sagex3.com/x3-release-notes-arch/en_US/ReleaseNote/RELNOTE_V12.0.33.htm` (and the same pattern for earlier patches) | archived HTML | | Patch documents (what the patch installs, pre

Network accessline 75

| Patch documents (what the patch installs, prerequisites, known issues) | `x3-patch-documents-12.0.xx.zip` on the regional Sage FTP / download site (e.g. `ukienterprisedownloads.sage.co.uk/Support/SageX3/X3V12/Patches/12.0.xx/`) | partner

Network accessline 76

| Upgrade procedures | `https://online-help.sagex3.com/erp/12/en-us/Content/V7DEV/getting-started_quick-upgrade-guide.html` (in-place), `…/getting-started_upgrade-of-a-folder_v11&v12.html` (folder upgrade), `…/getting-started_list-of-x3-upg

Network accessline 77

| Table dictionary (schema) per version | V11 `https://online-help.sagex3.com/erp/11/en-US/MCD/<TABLE>.htm` (bundled in `../dictionary/V11/`); **V12 `https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm`**; V9 / V10 differenc

Network accessline 78

| Lifecycle policy | `https://docs.sage.com/docs/en/customer/erpx3/assets/Sage%20X3%20Lifecycle%20Policy_Nov%202024_LCP.pdf` (linked from every help page footer); KB 220924460105518 | current release stages: Sage Community announcement "Sag

`skills/sagex3-assistant/scripts/build_dict_x3.py`

Executable scriptline 1
```
Executable file
```

Network accessline 4

Usage:     python scripts/build_dict_x3.py references/dictionary/V11 --cache <folder outside the repo>     python scripts/build_dict_x3.py references/dictionary/V11 --cache ... --base https://online-help.sagex3.com/erp/12/en-us/Content/MCD/

Network accessline 6

python scripts/build_dict_x3.py references/dictionary/V11 --cache ... --base https://online-help.sagex3.com/erp/12/en-us/Content/MCD/

Network accessline 8

Source: the "Table dictionary" pages of the Sage X3 online help (default: V11, https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm). Four page families are read:

Network accessline 9

https://online-help.sagex3.com/erp/11/en-US/MCD/ATB_0.htm). Four page families are read:

Network accessline 28

ap.add_argument("out", help="output folder, normally references/dictionary/<version>, e.g. V11") ap.add_argument("--cache", required=True, help="folder for the raw HTML pages (outside the skill folder)") ap.add_argument("--base", default="h

Network accessline 29

ap.add_argument("--cache", required=True, help="folder for the raw HTML pages (outside the skill folder)") ap.add_argument("--base", default="https://online-help.sagex3.com/erp/11/en-US/MCD/",                 help="MCD folder of the online

Network accessline 30

ap.add_argument("--base", default="https://online-help.sagex3.com/erp/11/en-US/MCD/",

Network accessline 43

UA = "Mozilla/5.0 (compatible; claude-skills dictionary builder; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 46
```
def fetch(page):
```

Network accessline 108

print("index ...", flush=True) idx = fetch("ATB_0.htm")

Network accessline 109
```
idx = fetch("ATB_0.htm")
```
Network accessline 139
```
x = fetch(t["name"] + ".htm")
```

Network accessline 189

menus = {}                      # id -> dict(title, values=[(num, text)]) for m in menu_ids:     x = fetch(f"MEN{int(m):05d}.htm")

Network accessline 190

for m in menu_ids:     x = fetch(f"MEN{int(m):05d}.htm")     if not x:

Network accessline 191
```
x = fetch(f"MEN{int(m):05d}.htm")
```

Network accessline 206

types = {}                      # code -> dict(name, internal, linked_table) for code in type_codes:     x = fetch(f"ATY_{code}.htm")

Network accessline 207

for code in type_codes:     x = fetch(f"ATY_{code}.htm")     if not x:

Network accessline 208
```
x = fetch(f"ATY_{code}.htm")
```

`skills/sagex3-assistant/scripts/build_release_notes_x3.py`

Executable scriptline 1
```
Executable file
```

Network accessline 8

Source: https://online-help.sagex3.com/x3-release-notes/ (Sage's release-notes web app). Its public API is read:

Network accessline 27

ap.add_argument("out", help="output folder, normally references/release-notes") ap.add_argument("--cache", required=True, help="folder for the raw API files (outside the skill folder)") ap.add_argument("--base", default="https://online-help

Network accessline 28

ap.add_argument("--cache", required=True, help="folder for the raw API files (outside the skill folder)") ap.add_argument("--base", default="https://online-help.sagex3.com/x3-release-notes/api/en-US/") ap.add_argument("--offline", action="s

Network accessline 29

ap.add_argument("--base", default="https://online-help.sagex3.com/x3-release-notes/api/en-US/") ap.add_argument("--offline", action="store_true", help="never fetch; use the cache only") ap.add_argument("--gist", type=int, default=200, help=

Network accessline 34

os.makedirs(OUT, exist_ok=True); os.makedirs(CACHE, exist_ok=True) TODAY = time.strftime("%Y-%m-%d") UA = "Mozilla/5.0 (compatible; claude-skills release-notes builder; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 36

UA = "Mozilla/5.0 (compatible; claude-skills release-notes builder; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 38
```
def fetch(rel):
```

Network accessline 57

archive = json.loads(fetch("archive.json"))

Network accessline 62

year = re.match(r"(\d{4})", title).group(1)     ga = f"{rel.get('date') or '?'} {year}"     data = json.loads(fetch(f"{rid}/data.json"))

Network accessline 63

ga = f"{rel.get('date') or '?'} {year}"     data = json.loads(fetch(f"{rid}/data.json"))     readme_x3 = fetch(f"{rid}/Readme-X3-ENG-{patch}.txt")

Network accessline 64

data = json.loads(fetch(f"{rid}/data.json"))

Network accessline 65

readme_x3 = fetch(f"{rid}/Readme-X3-ENG-{patch}.txt")

Network accessline 66

readme_cmp = fetch(f"{rid}/Readme-Components-ENG-{patch}.txt")

Network accessline 135

f.write(f"GA {ga} (Sage publishes the month; V12 releases are bi-annual). Previous release: {data.get('previous') or '-'}. "                 f"For Sage's full wording, the bug-fix list ({bug_count} fixes) and known issues, read the source f

Network accessline 136

f"For Sage's full wording, the bug-fix list ({bug_count} fixes) and known issues, read the source files in the header; "                 f"the human-readable page is https://online-help.sagex3.com/x3-release-notes/index.html#/release/en-US/

Network accessline 137

f"the human-readable page is https://online-help.sagex3.com/x3-release-notes/index.html#/release/en-US/{rid}.\n\n")

Network accessline 142

f.write("From the `ATB (META/TABLES)` entries of the Applicative Readme: a fix or change touched the table definition. "                 "Check these against the client's views and integrations; confirm the exact column change on the V12 ta

Network accessline 143

"Check these against the client's views and integrations; confirm the exact column change on the V12 table page "                 "(`https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm`) or with `scripts/diff_table_versions.

Network accessline 144

"(`https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm`) or with `scripts/diff_table_versions.py`.\n\n")

`skills/sagex3-assistant/scripts/diff_table_versions.py`

Executable scriptline 1
```
Executable file
```

Network accessline 5

python scripts/diff_table_versions.py SORDER                 # V11 -> V12 (defaults)     python scripts/diff_table_versions.py SORDER SORDERQ --from 11 --to 12     python scripts/diff_table_versions.py BPCUSTOMER --to-url https://online-hel

Network accessline 7

python scripts/diff_table_versions.py BPCUSTOMER --to-url https://online-help.sagex3.com/erp/12/fr-fr/Content/MCD/

Network accessline 9

Reads the public table pages of Sage's online help (same pages the bundled dictionary is compiled from):     V11: https://online-help.sagex3.com/erp/11/en-US/MCD/<TABLE>.htm

Network accessline 10

V11: https://online-help.sagex3.com/erp/11/en-US/MCD/<TABLE>.htm

Network accessline 11

V12: https://online-help.sagex3.com/erp/12/en-us/Content/MCD/<TABLE>.htm

Network accessline 21

VERSION_URLS = {"11": "https://online-help.sagex3.com/erp/11/en-US/MCD/",

Network accessline 22

"12": "https://online-help.sagex3.com/erp/12/en-us/Content/MCD/"}

Network accessline 30

SRC = args.from_url or VERSION_URLS.get(args.src) or sys.exit(f"unknown version {args.src}; use --from-url") DST = args.to_url or VERSION_URLS.get(args.dst) or sys.exit(f"unknown version {args.dst}; use --to-url") UA = "Mozilla/5.0 (compati

Network accessline 32

UA = "Mozilla/5.0 (compatible; claude-skills table diff; +https://github.com/fdtaljaard/claude-skills)"

Network accessline 45
```
def fetch(base, table):
```

Network accessline 90

for table in args.tables:     table = table.upper()     a, b = fetch(SRC, table), fetch(DST, table)

Network accessline 91

table = table.upper()     a, b = fetch(SRC, table), fetch(DST, table)     print(f"\n=== {table}: {args.src if not args.from_url else SRC} -> {args.dst if not args.to_url else DST} ===")

Network accessline 92

a, b = fetch(SRC, table), fetch(DST, table)

`skills/sagex3-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sapb1-assistant/.claude-plugin/plugin.json`

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 5

"author": {     "name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 6

"name": "Francois Taljaard",     "url": "https://github.com/fdtaljaard"   },

Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```
Network accessline 7
```
"url": "https://github.com/fdtaljaard"
```

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 8

},   "homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant",   "repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant",

Network accessline 9

"homepage": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 10

"repository": "https://github.com/fdtaljaard/claude-skills",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",

Network accessline 18

],   "icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 19

"icon": "./icon.png",   "documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",   "supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",

Network accessline 20

"documentationUrl": "https://github.com/fdtaljaard/claude-skills/tree/main/skills/sapb1-assistant#readme",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 21

"supportUrl": "https://github.com/fdtaljaard/claude-skills/issues",

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

Network accessline 22

"privacyPolicyUrl": "https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md"

`skills/sapb1-assistant/MAINTENANCE.md`

Network accessline 3

Owner: Francois Taljaard. Format: [Agent Skills](https://agentskills.io/specification).

Network accessline 53

1. **Fetch the raw HTML**, don't summarise it: `curl -sL -A "Mozilla/5.0 ..." -o <scratchpad>/<site>.html <URL>`.

Network accessline 134

Used only for the 9.3 dictionary (erpref.com lists releases up to 9.3; SAP's own 10.0 reference is above). Source: `https://erpref.com/BusinessOne<version>/Schema/Detail/BusinessOne<version>`. The pages are

Network accessline 135

Source: `https://erpref.com/BusinessOne<version>/Schema/Detail/BusinessOne<version>`. The pages are

`skills/sapb1-assistant/README.md`

Network accessline 49

1. Get `sapb1-assistant.skill` from the [Releases page](https://github.com/fdtaljaard/claude-skills/releases).

Network accessline 65

With the [skills CLI](https://agentskills.io):

Network accessline 75

git clone https://github.com/fdtaljaard/claude-skills.git

Network accessline 109

runs `fetch_erpref_schema.py` it downloads schema pages from erpref.com. Your conversation with Claude is covered by Anthropic's terms and privacy policy. See [PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) fo

Network accessline 111

[PRIVACY.md](https://github.com/fdtaljaard/claude-skills/blob/main/PRIVACY.md) for the full policy.

`skills/sapb1-assistant/references/dictionary/10.0/dict/Administration.md`

Network accessline 655

CpyRulToTx VarChar(1) Copy Distribution Rules to Tax Related Rows default=N [Y=Yes, N=No]   BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/

Network accessline 656

BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com   ExpDocLoc VarChar(1) Export To

Network accessline 657

SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com

Network accessline 658

ExpDocLoc VarChar(1) Export To OneDrive or Locally default=0   TenantId nVarChar(100) Tenant ID   IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/

Network accessline 659

TenantId nVarChar(100) Tenant ID   IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/   EnableMTD VarChar(1) Enable Making Tax Digital default=N [N=No, Y=Yes]

Network accessline 660

IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/

Network accessline 3915

CpyRulToTx VarChar(1) Copy Distribution Rules to Tax Related Rows default=N [Y=Yes, N=No]   BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/

Network accessline 3916

BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com   ExpDocLoc VarChar(1) Export To

Network accessline 3917

SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com

Network accessline 3918

ExpDocLoc VarChar(1) Export To OneDrive or Locally default=L   TenantId nVarChar(100) Tenant ID   IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/

Network accessline 3919

TenantId nVarChar(100) Tenant ID   IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/   EnableMTD VarChar(1) Enable Making Tax Digital default=N [N=No, Y=Yes]

Network accessline 3920

IntegUrl nVarChar(254) Integration Server URL default=https://b1-scp-office.cfapps.sap.hana.ondemand.com/

`skills/sapb1-assistant/references/dictionary/10.0/dict/General.md`

Access to secretsline 3269
```
[Credential-related source omitted]
```

`skills/sapb1-assistant/references/dictionary/9.3/dict/Administration.md`

Network accessline 638

CpyRulToTx VarChar(1) Copy Distribution Rules to Tax Related Rows default=N [Y=Yes, N=No]   BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/

Network accessline 639

BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com   EnableMTD VarChar(1) Enable Mak

Network accessline 640

SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com

Network accessline 3577

CpyRulToTx VarChar(1) Copy Distribution Rules to Tax Related Rows default=N [Y=Yes, N=No]   BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/

Network accessline 3578

BpNoLock VarChar(1) Business Partner Without Lock default=N [N=No, Y=Yes]   SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com   EnableMTD VarChar(1) Enable Mak

Network accessline 3579

SearchUrl nVarChar(254) Search Engine URL default=http://www.google.com/search?q={SapName} {FormName} {MessageString} site:sap.com

`skills/sapb1-assistant/references/dictionary/INDEX.md`

Network accessline 26

| | 10.0 | 9.3 | |---|---|---| | Source | `REFDB.chm`, shipped with the SAP Business One SDK (`<SDK>\Help\REFDB.chm`); not redistributed, only compiled | https://erpref.com/BusinessOne9.3/Schema/Detail/BusinessOne9.3 |

Network accessline 27

|---|---|---| | Source | `REFDB.chm`, shipped with the SAP Business One SDK (`<SDK>\Help\REFDB.chm`); not redistributed, only compiled | https://erpref.com/BusinessOne9.3/Schema/Detail/BusinessOne9.3 | | Built with | `scripts/build_refdb_sc

Network accessline 28

| Source | `REFDB.chm`, shipped with the SAP Business One SDK (`<SDK>\Help\REFDB.chm`); not redistributed, only compiled | https://erpref.com/BusinessOne9.3/Schema/Detail/BusinessOne9.3 |

`skills/sapb1-assistant/references/objects/INDEX.md`

Network accessline 15

| Id | URL | Role | Rows | Page date | |---|---|---|---|---| | `in` | https://sapbusinessone.in/list-of-object-types-sap-business-one.html | Authoritative for table name, description, primary key (uses real DB column names) | 326 | none on

Network accessline 16

|---|---|---|---|---| | `in` | https://sapbusinessone.in/list-of-object-types-sap-business-one.html | Authoritative for table name, description, primary key (uses real DB column names) | 326 | none on page | | `blog` | https://sap-b1-blog.c

Network accessline 17

| `in` | https://sapbusinessone.in/list-of-object-types-sap-business-one.html | Authoritative for table name, description, primary key (uses real DB column names) | 326 | none on page |

Network accessline 18

| `blog` | https://sap-b1-blog.com/en/glossary/list-of-object-types-in-sap-business-one/ | Cross-check only. Machine-translated from German, so some table names are corrupted | 320 | modified 2025-01-19 |

`skills/sapb1-assistant/references/objects/object-types.md`

Network accessline 1

<!-- source: https://sapbusinessone.in/list-of-object-types-sap-business-one.html (authoritative for table/description/key), cross-checked against https://sap-b1-blog.com/en/glossary/list-of-object-types-in-sap-business-one/ and SAP's BoObj

`skills/sapb1-assistant/references/servicelayer/INDEX.md`

Network accessline 20

|---|---|---|---| | `guide-pdf` | *Working with SAP Business One Service Layer*, document version 1.29, 2026-07-27 (PDF export of `guide`). **Page numbers cited in these files refer to this document.** Kept as maintenance input outside the

Network accessline 21

| `guide-pdf` | *Working with SAP Business One Service Layer*, document version 1.29, 2026-07-27 (PDF export of `guide`). **Page numbers cited in these files refer to this document.** Kept as maintenance input outside the committed skill (S

Network accessline 22

| `guide` | https://help.sap.com/docs/SAP_BUSINESS_ONE/f110a154dd0f4c20bf7f3ebca9eeb794 | The same guide on SAP Help Portal (HTML); check its Document History for revisions after 1.29 | 2026-10-02 |

Network accessline 23

| `api-ref` | https://help.sap.com/doc/056f69366b5345a386bb8149f1700c19/10.0/en-US/Service%20Layer%20API%20Reference.html | Current OData v4 API reference; Login/Logout, exposed entities and actions, OData v3 deprecation statement | 2026-10

Network accessline 24

| `change-log` | https://help.sap.com/docs/SAP_BUSINESS_ONE/f0bf25fb678c405db749545310803c8b | Sequential Service Layer API change logs by feature pack/service pack | 2026-10-02 |

Network accessline 25

| `fp2011-change` | https://help.sap.com/doc/f99c5aaf48d245438a15623357172fb8/10.0/en-US/100140VS100130.html | Confirms SQL query API additions in FP 2011 | 2026-10-02 |

Network accessline 26

| `fp2602-change` | https://help.sap.com/doc/25b17ff712de4af99c129dd18da0f051/10.0/en-US/10.0_FP2602_VS_SP2511.html | Confirms FP 2602 webhook-related types, properties, entity sets and actions | 2026-10-02 |

`skills/sapb1-assistant/references/servicelayer/fp2602.md`

Access to secretsline 43
```
[Credential-related source omitted]
```

`skills/sapb1-assistant/scripts/build_diapi_ref.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Possible obfuscationline 98

c = html.unescape(re.sub(r"<[^>]+>", "", c)).replace("\xa0", " ").replace("<U+FEFF>", "")

`skills/sapb1-assistant/scripts/build_member_index.py`

Executable scriptline 1
```
Executable file
```

`skills/sapb1-assistant/scripts/build_refdb_schema.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sapb1-assistant/scripts/build_schema_dict.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sapb1-assistant/scripts/build_servicelayer_ref.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 22

EDM = "http://docs.oasis-open.org/odata/ns/edm"

Network accessline 23

EDMX = "http://docs.oasis-open.org/odata/ns/edmx"

`skills/sapb1-assistant/scripts/bundle_util.py`

Executable scriptline 1
```
Executable file
```

`skills/sapb1-assistant/scripts/fetch_erpref_schema.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 19

UA = "sapb1-assistant-schema-fetch/1.0 (personal reference compilation)" HOST = "https://erpref.com"

Network accessline 20
```
HOST = "https://erpref.com"
```

Network accessline 25

for attempt in range(tries):         try:             return urllib.request.urlopen(req, timeout=60).read()

Network accessline 26

try:             return urllib.request.urlopen(req, timeout=60).read()         except (urllib.error.URLError, TimeoutError) as e:

Network accessline 27

return urllib.request.urlopen(req, timeout=60).read()

Network accessline 36

body = urllib.parse.urlencode(data).encode()     headers = {"User-Agent": UA, "X-Requested-With": "XMLHttpRequest"}     raw = request(urllib.request.Request(url, body, headers))

Network accessline 37

headers = {"User-Agent": UA, "X-Requested-With": "XMLHttpRequest"}     raw = request(urllib.request.Request(url, body, headers))     return raw, json.loads(raw)

Network accessline 38

raw = request(urllib.request.Request(url, body, headers))

Network accessline 89

time.sleep(a.delay)             if not os.path.exists(idx_path):                 raw = request(urllib.request.Request(f"{base}/Table/Detail/{name}", headers={"User-Agent": UA}))

Network accessline 90

if not os.path.exists(idx_path):                 raw = request(urllib.request.Request(f"{base}/Table/Detail/{name}", headers={"User-Agent": UA}))                 open(idx_path, "wb").write(raw)

Network accessline 91

raw = request(urllib.request.Request(f"{base}/Table/Detail/{name}", headers={"User-Agent": UA}))

`skills/sapb1-assistant/scripts/package_skill.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`skills/sapb1-assistant/scripts/test_build_servicelayer_ref.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 13

V4 = '''<?xml version="1.0" encoding="utf-8"?> <edmx:Edmx Version="4.0" xmlns:edmx="http://docs.oasis-open.org/odata/ns/edmx">

Network accessline 14

<edmx:Edmx Version="4.0" xmlns:edmx="http://docs.oasis-open.org/odata/ns/edmx">

Network accessline 15

<edmx:DataServices><Schema Namespace="SAPB1" xmlns="http://docs.oasis-open.org/odata/ns/edm">

Network accessline 41

V3 = '''<edmx:Edmx Version="1.0" xmlns:edmx="http://schemas.microsoft.com/ado/2007/06/edmx"><edmx:DataServices/></edmx:Edmx>'''

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Some files could not be read; the facts below still hold.

Declared and executed: 2 facts

Contacts docs.oasis-open.org, which SKILL.md, the README and the plugin manifest do not mentionacumatica-assistant/scripts/build_odata_metadata_ref.py:37High confidence
Contacts github.com, which SKILL.md, the README and the plugin manifest do not mentionacumatica-assistant/scripts/fetch_beacon_guide.py:32High confidence

Signal confidence: 498 facts

Network access in prose of documentationacumatica-assistant/MAINTENANCE.md:3Low confidence
Network access in prose of documentationacumatica-assistant/MAINTENANCE.md:55Low confidence
Network access in prose of documentationacumatica-assistant/MAINTENANCE.md:56Low confidence
Network access in prose of documentationacumatica-assistant/README.md:53Low confidence
Network access in prose of documentationacumatica-assistant/README.md:69Low confidence
Network access in code of documentationacumatica-assistant/README.md:79Low confidence
Network access in prose of documentationacumatica-assistant/README.md:122Low confidence
Network access in prose of documentationacumatica-assistant/README.md:124Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:23Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:24Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:25Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:26Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:27Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:28Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:29Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:30Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:34Low confidence
Network access in prose of documentationacumatica-assistant/references/odata/INDEX.md:35Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:23Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:24Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:25Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:26Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:27Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:28Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:29Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:30Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:31Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/INDEX.md:33Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueacumatica-assistant/references/rest/authentication.md:75Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueacumatica-assistant/references/rest/authentication.md:80Low confidence
Access to secrets in prose of documentationacumatica-assistant/references/rest/authentication.md:81Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueacumatica-assistant/references/rest/authentication.md:83Low confidence
Access to secrets in prose of documentationacumatica-assistant/references/rest/authentication.md:84Low confidence
Access to secrets in prose of documentationacumatica-assistant/references/rest/authentication.md:86Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueacumatica-assistant/references/rest/authentication.md:90Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:1Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:17Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:18Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:19Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:20Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:21Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:22Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:23Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:24Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:25Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:26Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:27Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:28Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:29Low confidence
Network access in prose of documentationacumatica-assistant/references/rest/examples-catalogue.md:30Low confidence

and 448 more

Only the first 500 facts are listed.

Works with

Agent compatibility, from the files in this repository
Agent	Status	Evidence	Install to
Claude Code	Native	Manifest .claude-plugin/marketplace.json	`.claude/skills/<skill-name>/`
Codex	Compatible	Standard SKILL.md skills/acumatica-assistant/SKILL.md	`.agents/skills/<skill-name>/`
Cursor	Compatible	Standard SKILL.md skills/acumatica-assistant/SKILL.md	`.cursor/skills/<skill-name>/`
Gemini CLI	Compatible	Standard SKILL.md skills/acumatica-assistant/SKILL.md	`.gemini/skills/<skill-name>/`
GitHub Copilot	Compatible	Standard SKILL.md skills/acumatica-assistant/SKILL.md	`.github/skills/<skill-name>/`
OpenCode	Compatible	Standard SKILL.md skills/acumatica-assistant/SKILL.md	`.opencode/skills/<skill-name>/`

Native The repository ships a manifest, folder or frontmatter field for this agent.
Compatible A standard SKILL.md that this agent can read.
Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.

fdtaljaard/claude-skills

History

skills/acumatica-assistant/SKILL.md

skills/cin7-assistant/SKILL.md

skills/quickbooksdesktop-assistant/SKILL.md

skills/sage200-assistant/SKILL.md

skills/sage300-assistant/SKILL.md

skills/sageintacct-assistant/SKILL.md

skills/sagex3-assistant/SKILL.md

skills/sapb1-assistant/SKILL.md

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Heat

Stars over time

Individual skills in this repository

How it works

acumatica-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

cin7-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

quickbooksdesktop-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Files

sage200-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

sage300-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

sageintacct-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

sagex3-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

sapb1-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

Skills included

Repository facts

Before you install

skills/acumatica-assistant/.claude-plugin/plugin.json

skills/acumatica-assistant/MAINTENANCE.md

skills/acumatica-assistant/README.md

skills/acumatica-assistant/evals/evals.json

skills/acumatica-assistant/references/odata/INDEX.md

skills/acumatica-assistant/references/rest/INDEX.md

skills/acumatica-assistant/references/rest/authentication.md

`skills/acumatica-assistant/SKILL.md`

`skills/cin7-assistant/SKILL.md`

`skills/quickbooksdesktop-assistant/SKILL.md`

`skills/sage200-assistant/SKILL.md`

`skills/sage300-assistant/SKILL.md`

`skills/sageintacct-assistant/SKILL.md`

`skills/sagex3-assistant/SKILL.md`

`skills/sapb1-assistant/SKILL.md`

`skills/acumatica-assistant/.claude-plugin/plugin.json`

`skills/acumatica-assistant/MAINTENANCE.md`

`skills/acumatica-assistant/README.md`

`skills/acumatica-assistant/evals/evals.json`

`skills/acumatica-assistant/references/odata/INDEX.md`

`skills/acumatica-assistant/references/rest/INDEX.md`

`skills/acumatica-assistant/references/rest/authentication.md`

`skills/acumatica-assistant/references/rest/examples-catalogue.md`

`skills/acumatica-assistant/references/rest/rest-api-guide.md`

`skills/acumatica-assistant/scripts/build_endpoint_reference.py`

`skills/acumatica-assistant/scripts/build_examples_catalogue.py`

`skills/acumatica-assistant/scripts/build_odata_metadata_ref.py`

`skills/acumatica-assistant/scripts/bundle_util.py`

`skills/acumatica-assistant/scripts/fetch_beacon_guide.py`

`skills/acumatica-assistant/scripts/package_skill.py`

`skills/cin7-assistant/.claude-plugin/plugin.json`

`skills/cin7-assistant/MAINTENANCE.md`

`skills/cin7-assistant/README.md`

`skills/cin7-assistant/SKILL.md`

`skills/cin7-assistant/evals/evals.json`

`skills/cin7-assistant/references/core-api/INDEX.md`

`skills/cin7-assistant/references/core-api/api-basics.md`

`skills/cin7-assistant/references/core-api/common-mistakes.md`

`skills/cin7-assistant/references/core-api/endpoints.md`

`skills/cin7-assistant/references/core-api/enums.md`

`skills/cin7-assistant/references/core-api/groups/attribute-set.md`

`skills/cin7-assistant/references/core-api/groups/bank-accounts.md`

`skills/cin7-assistant/references/core-api/groups/brand.md`

`skills/cin7-assistant/references/core-api/groups/carrier.md`

`skills/cin7-assistant/references/core-api/groups/chart-of-accounts.md`

`skills/cin7-assistant/references/core-api/groups/crm.md`

`skills/cin7-assistant/references/core-api/groups/customer.md`

`skills/cin7-assistant/references/core-api/groups/disassembly.md`

`skills/cin7-assistant/references/core-api/groups/finished-goods.md`

`skills/cin7-assistant/references/core-api/groups/fixed-asset-type.md`

`skills/cin7-assistant/references/core-api/groups/inventory-write-off.md`

`skills/cin7-assistant/references/core-api/groups/journal.md`

`skills/cin7-assistant/references/core-api/groups/location.md`

`skills/cin7-assistant/references/core-api/groups/me.md`

`skills/cin7-assistant/references/core-api/groups/money-task.md`

`skills/cin7-assistant/references/core-api/groups/other-models.md`

`skills/cin7-assistant/references/core-api/groups/payment-term.md`

`skills/cin7-assistant/references/core-api/groups/price-tiers.md`

`skills/cin7-assistant/references/core-api/groups/product-categories.md`

`skills/cin7-assistant/references/core-api/groups/product-family.md`

`skills/cin7-assistant/references/core-api/groups/product-markup-prices.md`

`skills/cin7-assistant/references/core-api/groups/product.md`

`skills/cin7-assistant/references/core-api/groups/production.md`

`skills/cin7-assistant/references/core-api/groups/purchase.md`

`skills/cin7-assistant/references/core-api/groups/reference-books.md`

`skills/cin7-assistant/references/core-api/groups/sale.md`

`skills/cin7-assistant/references/core-api/groups/stock.md`

`skills/cin7-assistant/references/core-api/groups/supplier.md`

`skills/cin7-assistant/references/core-api/groups/tax.md`

`skills/cin7-assistant/references/core-api/groups/templates.md`

`skills/cin7-assistant/references/core-api/groups/transactions.md`

`skills/cin7-assistant/references/core-api/groups/unit-of-measure.md`

`skills/cin7-assistant/references/core-api/groups/webhooks.md`

`skills/cin7-assistant/scripts/build_core_api_reference.py`

`skills/cin7-assistant/scripts/package_skill.py`

`skills/quickbooksdesktop-assistant/.claude-plugin/plugin.json`

`skills/quickbooksdesktop-assistant/README.md`

`skills/quickbooksdesktop-assistant/references/qbxml/INDEX.md`

`skills/sage200-assistant/.claude-plugin/plugin.json`

`skills/sage200-assistant/MAINTENANCE.md`

`skills/sage200-assistant/README.md`

`skills/sage200-assistant/scripts/build_sdk_ref.py`

`skills/sage200-assistant/scripts/bundle_util.py`

`skills/sage200-assistant/scripts/dump_enums.ps1`

`skills/sage200-assistant/scripts/package_skill.py`

`skills/sage300-assistant/.claude-plugin/plugin.json`

`skills/sage300-assistant/MAINTENANCE.md`