Buckets:
| title: Entities | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/company-console/entities/ | |
| # Entities | Sage Intacct Developer | |
| * Get Entity Object Definition | |
| * Query and List Entities | |
| * Query and List Entities (Legacy) | |
| * Get Entity | |
| * Get Entity by ID | |
| * List Entity Details | |
| --- | |
| Entity is a type of location (a dimension) that is available in multi-entity shared companies only. | |
| An entity can represent a business unit, company, division, legal entity, offices, and so forth. | |
| --- | |
| ## Get Entity Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the entity object: | |
| ```xml | |
| <lookup> | |
| <object>LOCATIONENTITY</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `LOCATIONENTITY` | | |
| --- | |
| ## Query and List Entities | |
| #### `query` | |
| > List the Location ID, record number, and name for each entity: | |
| ```xml | |
| <query> | |
| <object>LOCATIONENTITY</object> | |
| <select> | |
| <field>LOCATIONID</field> | |
| <field>NAME</field> | |
| <field>RECORDNO</field> | |
| </select> | |
| </query> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `LOCATIONENTITY` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ## Query and List Entities (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>LOCATIONENTITY</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `LOCATIONENTITY` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| `query` Fields | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | STATUS | Optional | string | Status. Use `T` for Active and `F` for Inactive. | | |
| --- | |
| ## Get Entity | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>LOCATIONENTITY</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `LOCATIONENTITY` | | |
| | keys | Required | string | Comma-separated list of department `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Get Entity by ID | |
| #### `readByName` | |
| ```xml | |
| <readByName> | |
| <object>LOCATIONENTITY</object> | |
| <keys>100-US</keys> | |
| <fields>*</fields> | |
| </readByName> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `LOCATIONENTITY` | | |
| | keys | Required | string | Comma-separated list of department `DEPARTMENTID` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## List Entity Details | |
| #### `readEntityDetails` | |
| Provides information about the entities that the current user can access. | |
| ```xml | |
| <readEntityDetails/> | |
| ``` | |
| #### Parameters | |
| No parameters | |
| #### `Response` | |
| > The above function returns data structured like this: | |
| ```xml | |
| <entity> | |
| <id>Corporate</id> | |
| <name>Corporate</name> | |
| <recordno>7</recordno> | |
| <currency>USD</currency> | |
| <firstfiscalmonth>10</firstfiscalmonth> | |
| <firstfiscaltaxmonth></firstfiscaltaxmonth> | |
| <weekstart></weekstart> | |
| </entity> | |
| ``` | |
| #### Parameters | |
| | Name | Type | Description | | |
| | --- | --- | --- | | |
| | id | string | Unique entity ID | | |
| | name | string | Entity name | | |
| | recordno | integer | Record number of the entity | | |
| | currency | string | Base currency for the entity (or the top level base currency if no currency is set for the entity) | | |
| | firstfiscalmonth | string | First fiscal month | | |
| | firstfiscaltaxmonth | string | First tax month | | |
| | weekstart | string | Week begins on | | |
| --- | |
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