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PARAMETERS |
TYPE |
NOTES |
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DataReturn |
Text |
A comma delimited list of advanced search fields to be returned after a successful save |
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Id |
Numeric |
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Remove |
Numeric |
Pass '1' to remove the item |
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Amount |
Numeric |
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Area |
Numeric |
If not passed, defaults to the parent item's area |
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AutoComplete |
Text (1) |
Y [default] / N. If set to Y, it will automatically call FINANCIAL_ITEM_COMPLETE. This creates Journal Entries etc. For efficiency, if you are dealing with multiple Line Items, you should set this to N for all but the last line item (or set to N and call FINANCIAL_ITEM_COMPLETE after all line items are saved). |
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Capital |
Text (1) |
Y/N. For Payments and Expenses |
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Description |
Text (100) |
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FinancialAccount |
Numeric |
If not passed, defaults in the following order:
- If the parent item is linked to a business, and that business has a DefaultRevenueFinancialAccount / DefaultExpenseFinancialAccountId set
- Default Debtors / Creditors FinancialAccount (Uses Profile Setting 228/229)
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Notes |
Text (2000) |
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Object |
Numeric |
5=Invoice,6=Receipt,2=Expense, or 3=Payment |
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ObjectContext |
Numeric |
In conjunction with object, links the Item to either an 5=Invoice,6=Receipt,2=Expense, or 3=Payment |
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OtherObject |
Numeric |
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OtherObjectContext |
Numeric |
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Project |
Numeric |
If not passed, defaults to the parent item's project |
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Reference |
Text (50) |
Defaults to ITMnnnnnn. Uses Profile Setting 168 to determine the default |
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ReferenceMask |
Text (50) |
Alternatively, you can pass a mask to generate the Reference. It should have question mark(s) where the number is meant to go. For example with the next number of 123, "REF_??????" would generate "REF_000123". "REF?" would generate "REF123", "REF??????abc" would generate "REF000123abc". Note: The reference has to be blank for this to take effect |
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SourceAmount |
Numeric |
If a foreign currency, the amount in that currency. Defaults to Amount |
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SourceCurrency |
Numeric |
As per SETUP_FINANCIAL_CURRENCY_MANAGE. Defaults to AUD |
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SourceCurrencyRate |
Numeric |
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Tax |
Numeric |
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TaxIncluded |
Text (1) |
Y/N. Does the amount have tax included in it? |
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TaxType |
Numeric |
If not passed, defaults in the following order:
- If the parent item is linked to a business, then the business InvoiceGSTType / ExpenseGSTType
- If the parent item is linked to a person, then the person InvoiceGSTType / ExpenseGSTType.
You can configure your own values, or use the defaults. For Australia these are:
- For Expenses / Payments: 1=GST Applies,2=GST Free - Input Taxed,3=GST Free - Other,4=GST Free - Entertainment/Private,5=GST Free - Exclude
- For Invoices / Receipts: 1=GST Applies,2=GST Free - Export,3=GST Free - Other,4=GST Free - Input Taxed,5=GST Free - Exclude
You can define your own additional values via SETUP_FINANCIAL_EXPENSE_TAX_TYPE_MANAGE and SETUP_FINANCIAL_REVENUE_TAX_TYPE_MANAGE |
