Buckets:
| title: Ownership Structures | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/consolidations/ownership-structures/ | |
| # Ownership Structures | Sage Intacct Developer | |
| * Ownership Structure Object | |
| + Get Ownership Structure Object Definition | |
| + Query and List Ownership Structures | |
| + Get an Ownership Structure | |
| + Get Ownership Structure by ID | |
| + Create Ownership Structure | |
| + Update Ownership Structure | |
| + Delete Ownership Structure | |
| * Ownership Structure Detail Object | |
| + Query and List Ownership Structure Details | |
| + Get Ownership Structure Detail | |
| + Create Ownership Structure Detail | |
| + Update Ownership Structure Detail | |
| + Delete Ownership Structure Detail | |
| * Ownership Entity Object | |
| + Query and List Ownership Entities | |
| + Get an Ownership Entity | |
| + Create Ownership Entities | |
| + Update Ownership Entities | |
| + Delete Ownership Entity | |
| * Ownership Child Entity Object | |
| + Query and List Ownership Child Entities | |
| + Get an Ownership Child Entity | |
| + Create Child Ownership Entities | |
| + Update Ownership Entities | |
| + Delete Ownership Child Entity | |
| --- | |
| Use an ownership structure to define the relationships among entities in your multi-entity company during a given period. For example, suppose your multi-entity company includes entity E100, which owns entities E200 and E300. Entity E400 is 60% owned by the company. You can define all of these entities and their relationships using ownership structures. | |
| * The `GCOWNERSHIPSTRUCTURE` object defines the name of the structure and its accounting method. The structure is used in ownership structure consolidation. | |
| * The `GCOWNERSHIPSTRUCTUREDETAIL` object sets the start period of the ownership structure and contains an array of owned `GCOWNERSHIPENTITY` objects. | |
| + Each `GCOWNERSHIPENTITY` object defines the parent entities and books of an ownership structure, and contains an array of `GCOWNERSHIPCHILDENTITY` objects. | |
| - A `GCOWNERSHIPCHILDENTITY` object defines a single subsidiary (“child”) entity and its ownership percentage. | |
| Note that a parent entity can also be a child of another entity. | |
| --- | |
| ## Ownership Structure Object | |
| The `GCOWNERSHIPSTRUCTURE` object defines the name of the structure, its accounting method, and its status. The makeup of the structure is defined in `GCOWNERSHIPSTRUCTUREDETAIL` objects. | |
| ### Get Ownership Structure Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the Ownership Structure object: | |
| ```xml | |
| <lookup> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | |
| --- | |
| ### Query and List Ownership Structures | |
| #### `query` | |
| > List the record number, structure name, description, and source book ID for each ownership structure: | |
| ```xml | |
| <query> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>STRUCTURENAME</field> | |
| <field>DESCRIPTION</field> | |
| <field>SOURCEBOOKID</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | |
| | 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`) | | |
| --- | |
| ### Get an Ownership Structure | |
| Returns the details of a single ownership structure that is specified by a `RECORDNO`. | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| <keys>5</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | |
| | keys | Required | string | The `RECORDNO` of the ownership structure to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| --- | |
| ### Get Ownership Structure by ID | |
| Returns the details of a single ownership structure that is specified by its structure name. | |
| #### `readByName` | |
| ```xml | |
| <readByName> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| <keys>tier 2</keys> | |
| <fields>*</fields> | |
| </readByName> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE` | | |
| | keys | Required | string | Name of the ownership structure. 20 character limit. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| --- | |
| ### Create Ownership Structure | |
| #### `create` | |
| ```xml | |
| <create> | |
| <GCOWNERSHIPSTRUCTURE> | |
| <STRUCTURENAME>North American Entities</STRUCTURENAME> | |
| <DESCRIPTION>All entities in North America</DESCRIPTION> | |
| <AUTOELIMINATION>true</AUTOELIMINATION> | |
| <SOURCEBOOKID>ACCRUAL</SOURCEBOOKID> | |
| <STATUS>active</STATUS> | |
| </GCOWNERSHIPSTRUCTURE> | |
| </create> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GCOWNERSHIPSTRUCTURE | Required | object | Object to create | | |
| `GCOWNERSHIPSTRUCTURE` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | STRUCTURENAME | Required | string | Name of the ownership structure. Use 20 characters or fewer. | | |
| | DESCRIPTION | Optional | string | Description | | |
| | AUTOELIMINATION | Optional | boolean | Use `true` to indicate that the consolidation books of the structure should automatically clear inter-entity balances. Automatically clearing inter-entity balances means that transactions between entities do not affect reporting in the consolidated book. Otherwise, use `false` (default). | | |
| | SOURCEBOOKID | Optional | enum | Accounting method of the consolidation books. * `ACCRUAL` (default) * `CASH` If company is not operating multi-book, the value defaults to the company’s default book. | | |
| | STATUS | Optional | string | Status of the ownership structure. Options are: * `active` (default) * `inactive` Consolidations cannot be run on inactive structures. | | |
| --- | |
| ### Update Ownership Structure | |
| #### `update` | |
| ```xml | |
| <update> | |
| <GCOWNERSHIPSTRUCTURE> | |
| <RECORDNO>21</RECORDNO> | |
| <DESCRIPTION>Europe Group 2</DESCRIPTION> | |
| </GCOWNERSHIPSTRUCTURE> | |
| </update> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GCOWNERSHIPSTRUCTURE | Required | object | Object to update | | |
| `GCOWNERSHIPSTRUCTURE` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Required | integer | ID of the ownership structure to update. | | |
| | STRUCTURENAME | Required | string | Name of the ownership structure. Use 20 characters or fewer. | | |
| | DESCRIPTION | Optional | string | Description. | | |
| | AUTOELIMINATION | Optional | boolean | Use `true` to indicate that the consolidation books of the structure should automatically clear inter-entity balances. Automatically clearing inter-entity balances means that transactions between entities do not affect reporting in the consolidated book. Otherwise, use `false` (default). | | |
| | SOURCEBOOKID | Optional | enum | Accounting method of the consolidation books. * `ACCRUAL` (default) * `CASH` If company is not operating multi-book, the value defaults to the company’s default book. | | |
| | STATUS | Optional | string | Status of the ownership structure. Options are: * `active` (default) * `inactive` Consolidations cannot be run on inactive structures. | | |
| --- | |
| ### Delete Ownership Structure | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTURE`. | | |
| | keys | Required | string | `RECORDNO` of the ownership structure to delete. | | |
| --- | |
| ## Ownership Structure Detail Object | |
| The `GCOWNERSHIPSTRUCTUREDETAIL` object sets the start period of the consolidation and contains an array of owned `GCOWNERSHIPENTITY` objects that define the parent entities and associated books of the structure. | |
| #### Get Ownership Structure Detail Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the Ownership Structure Detail object: | |
| ```xml | |
| <lookup> | |
| <object>GCOWNERSHIPSTRUCTUREDETAIL</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | |
| --- | |
| ### Query and List Ownership Structure Details | |
| #### `query` | |
| > List the record number, structure name, from period, status, and state for each ownership structure detail: | |
| ```xml | |
| <query> | |
| <object>GCOWNERSHIPSTRUCTUREDETAIL</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>STRUCTURENAME</field> | |
| <field>FROMPERIOD</field> | |
| <field>STATUS</field> | |
| <field>STATE</field> | |
| </select> | |
| </query> | |
| ``` | |
| > Find all ownership structure details objects that link to a specific ownership structure: | |
| ```xml | |
| <query> | |
| <object>GCOWNERSHIPSTRUCTUREDETAIL</object> | |
| <filter> | |
| <equalto> | |
| <field>STRUCTURENAME</field> | |
| <value>My Structure Name</value> | |
| </equalto> | |
| </filter> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>STRUCTURENAME</field> | |
| <field>FROMPERIOD</field> | |
| <field>STATUS</field> | |
| <field>STATE</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | |
| | 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`) | | |
| --- | |
| ### Get Ownership Structure Detail | |
| Returns all information about a single ownership structure detail object that is specified by `RECORDNO`. | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>GCOWNERSHIPSTRUCTUREDETAIL</object> | |
| <keys>5</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | |
| | keys | Required | string | Ownership structure detail `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| --- | |
| ### Create Ownership Structure Detail | |
| #### `create` | |
| ```xml | |
| <create> | |
| <GCOWNERSHIPSTRUCTUREDETAIL> | |
| <STRUCTURENAME>Strucutre 1</STRUCTURENAME> | |
| <STATE>Draft</STATE> | |
| <FROMPERIOD>01/01/2022</FROMPERIOD> | |
| <GCOWNERSHIPENTITIES> | |
| <GCOWNERSHIPENTITY> | |
| <PARENTENTITYID>1</PARENTENTITYID> | |
| <BOOK> | |
| <BOOKID>BOOK_1</BOOKID> | |
| <BOOKDESCRIPTION>Parent entity : 1 book</BOOKDESCRIPTION> | |
| <CURRENCY>USD</CURRENCY> | |
| <CTANETASSETACCOUNTNO>1001</CTANETASSETACCOUNTNO> | |
| <CTANETINCOMEACCOUNTNO>1000</CTANETINCOMEACCOUNTNO> | |
| <BOOKSTATJOURNALSYMBOL>BOOK_1_SJ</BOOKSTATJOURNALSYMBOL> | |
| <BOOKSTATJOURNALTITLE>BOOK_1 statistical journal</BOOKSTATJOURNALTITLE> | |
| <BSTRANMETHOD>Ending spot rate</BSTRANMETHOD> | |
| <ISTRANMETHOD>Weighted average rate</ISTRANMETHOD> | |
| <EENAME>USDE</EENAME> | |
| <ELIMINATIONADJACCT></ELIMINATIONADJACCT> | |
| <BOOKJOURNALSYMBOL>BOOK_1</BOOKJOURNALSYMBOL> | |
| <BOOKJOURNALTITLE>BOOK_1</BOOKJOURNALTITLE> | |
| </BOOK> | |
| <GCOWNERSHIPCHILDENTITIES> | |
| <GCOWNERSHIPCHILDENTITY> | |
| <ENTITYID>2</ENTITYID> | |
| <OWNERSHIPPERCENTAGE>50</OWNERSHIPPERCENTAGE> | |
| </GCOWNERSHIPCHILDENTITY> | |
| <GCOWNERSHIPCHILDENTITY> | |
| <ENTITYID>3</ENTITYID> | |
| <OWNERSHIPPERCENTAGE>20</OWNERSHIPPERCENTAGE> | |
| </GCOWNERSHIPCHILDENTITY> | |
| </GCOWNERSHIPCHILDENTITIES> | |
| </GCOWNERSHIPENTITY> | |
| </GCOWNERSHIPENTITIES> | |
| </GCOWNERSHIPSTRUCTUREDETAIL> | |
| </create> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GCOWNERSHIPSTRUCTUREDETAIL | Required | object | Object to create | | |
| `GCOWNERSHIPSTRUCTUREDETAIL` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | STRUCTURENAME | Required | string | Name of the ownership structure. Use 20 characters or fewer. | | |
| | FROMPERIOD | Required | string | Date that this ownership structure took effect. | | |
| | COMMENT | Optional | string | Description of the structure detail. | | |
| | STATE | Optional | string | The state of the period. * `draft` (default) * `activated` * `review` | | |
| | STATUS | Optional | string | Status of the ownership structure. Options are: * `active` (default) * `inactive` Consolidations cannot be run on inactive structures. | | |
| | GCOWNERSHIPENTITIES | Required | array of `GCOWNERSHIPENTITY` | Defines the parent entities and associated books of the structure. | | |
| --- | |
| `GCOWNERSHIPSTRUCTUREDETAIL.GCOWNERSHIPENTITIES.GCOWNERSHIPENTITY` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | PARENTENTITYID | Required | string | The ID of the parent entity in an ownership structure. | | |
| | BOOK | Required | BOOK object | Use 12 characters or fewer. | | |
| | GCOWNERSHIPCHILDENTITIES | Required | array of `GCOWNERSHIPCHILDENTITY` | Child entities of a parent entity. | | |
| `GCOWNERSHIPSTRUCTUREDETAIL.GCOWNERSHIPENTITIES.GCOWNERSHIPENTITY.BOOK` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | BOOKID | Required | string | Tier consolidation book ID. | | |
| | CTANETASSETACCOUNTNO | Required | string | Net income account number for currency exchange gain/loss. | | |
| | CTANETINCOMEACCOUNTNO | Required | string | Net assets account number for currency exchange gain/loss. | | |
| | EENAME | Required | string | Elimination entity name. | | |
| | ELIMINATIONADJACCT | Required | string | Elimination adjustment account. | | |
| | BOOKDESCRIPTION | Optional | string | Description of the tier consolidation book. | | |
| | CURRENCY | Optional | string | Currency code to use in reporting. (Default: Parent entity base currency.) | | |
| | BOOKSTATJOURNALSYMBOL | Optional | string | Statistical journal symbol. Use 16 characters or fewer. (Default value is Book ID.) | | |
| | BOOKSTATJOURNALTITLE | Optional | string | Statistical journal title. Use 40 characters or fewer. (Default value is Book ID.) | | |
| | BSTRANMETHOD | Optional | string | Translation method for balance sheet accounts. (Default: `Ending spot rate`.) | | |
| | ISTRANMETHOD | Optional | string | Translation method for income statement. (Default: `weighted average`.) | | |
| | BOOKJOURNALSYMBOL | Optional | string | Default statistical journal symbol. Use 16 characters or fewer. (Default value is Book ID.) | | |
| | BOOKJOURNALTITLE | Optional | string | Statistical journal title. Use 40 characters or fewer. (Default value is Book ID.) | | |
| `GCOWNERSHIPSTRUCTUREDETAIL.GCOWNERSHIPENTITIES.GCOWNERSHIPENTITY.GCOWNERSHIPCHILDENTITY` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | ENTITYID | Required | string | The ID of an entity. | | |
| | OWNERSHIPPERCENTAGE | Required | decimal | The percentage of the child entity that is owned by the parent entity. | | |
| | CONSOLIDATIONMETHOD | Required | Enum | The consolidation method to use for the entity. * `CONSOLIDATION`: If selected then the ownership accounts must be selected. * `PROPORTIONAL`: If selected, then indicate the percentage to apply in `OWNERSHIPPERCENTAGE`. * `FULL CONSOLIDATION`: Default when `OWNERSHIPPERCENTAGE` is 100. . | | |
| ### Update Ownership Structure Detail | |
| Use the `update` request for `GCOWNERSHIPSTRUCTUREDETAIL` objects to update the object itself and to add or update owned `GCOWNERSHIPENTITY` and `GCOWNERSHIPCHILDENTITY` objects. | |
| * To update an existing `GCOWNERSHIPENTITY` or `GCOWNERSHIPCHILDENTITY` object, include its `RECORDNO` in the request along with the updated field values. | |
| * To add a new `GCOWNERSHIPENTITY` or `GCOWNERSHIPCHILDENTITY` object, include entity fields in the request without a `RECORDNO`. | |
| * Any `GCOWNERSHIPENTITY` or `GCOWNERSHIPCHILDENTITY` that are not included in the request are not updated or deleted. | |
| NOTE: Child objects (`GCOWNERSHIPENTITY` and `GCOWNERSHIPCHILDENTITY`) can only be updated from `GCOWNERSHIPSTRUCTUREDETAIL`. Individual update calls on child objects not supported. | |
| You cannot update a `GCOWNERSHIPSTRUCTUREDETAIL` object that has STATE==`activated`. | |
| Note that after *running* a consolidation, the ability to change book setup is largely limited to adding new data, such as a completely new account. You can also modify which dimensions are included. | |
| #### `update` | |
| ```xml | |
| <update> | |
| <gcownershipstructuredetail> | |
| <RECORDNO>68</RECORDNO> | |
| <STRUCTUREKEY>42</STRUCTUREKEY> | |
| <FROMPERIOD>01/01/2020</FROMPERIOD> | |
| <COMMENT>update to active</COMMENT> | |
| <STATE>draft</STATE> | |
| <STATUS>active</STATUS> | |
| </gcownershipstructuredetail> | |
| </update> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GCOWNERSHIPSTRUCTUREDETAIL | Required | object | Object to update | | |
| `GCOWNERSHIPSTRUCTUREDETAIL` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | STRUCTURENAME | Required | string | Name of the ownership structure. Use 20 characters or fewer. | | |
| | FROMPERIOD | Optional | string | Date that this ownership structure took effect. | | |
| | COMMENT | Optional | string | Description of the structure detail. | | |
| | STATE | Optional | string | The state of the period. * `draft` (default) * `activated` * `review` | | |
| | STATUS | Optional | string | Status of the ownership structure. Options are: * `active` (default) * `inactive` Consolidations cannot be run on inactive structures. | | |
| | GCOWNERSHIPENTITIES | Required | array of `GCOWNERSHIPENTITY` | Defines the parent entities and associated books of the structure. | | |
| --- | |
| ### Delete Ownership Structure Detail | |
| Deleting the parent object will also deletes the child objects under it. | |
| * Individual delete calls on child objects are supported. | |
| * Deleting the parent object deletes the associated book. | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>GCOWNERSHIPSTRUCTURE</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSTRUCTUREDETAIL` | | |
| | keys | Required | string | `GCOWNERSHIPSTRUCTUREDETAIL` `RECORDNO` to delete. | | |
| --- | |
| ## Ownership Entity Object | |
| A `GCOWNERSHIPENTITY` object is owned by a `GCOWNERSHIPSTRUCTUREDETAIL` object and defines the parent entities and associated books of an ownership structure. Each `GCOWNERSHIPENTITY` object contains an array of owned `GCOWNERSHIPCHILDENTITY` objects that define child entities and ownership percentages. | |
| #### Get Ownership Entity Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the Ownership Entity object: | |
| ```xml | |
| <lookup> | |
| <object>GCOWNERSHIPENTITY</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPENTITY` | | |
| --- | |
| ### Query and List Ownership Entities | |
| #### `query` | |
| > List the record number and name for each ownership structure: | |
| ```xml | |
| <query> | |
| <object>GCOWNERSHIPENTITY</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>STRUCTURENAME</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSENTITY` | | |
| | 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`) | | |
| --- | |
| ### Get an Ownership Entity | |
| Returns all information about a single ownership entity object that is specified by `RECORDNO`. | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>GCOWNERSHIPENTITY</object> | |
| <keys>5</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPSENTITY` | | |
| | keys | Required | string | Ownership entity `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| --- | |
| ### Create Ownership Entities | |
| Ownership entity objects can only be created by creating or updating an ownership detail object. | |
| ### Update Ownership Entities | |
| Ownership entity objects can only be updated by updating the ownership detail object. | |
| --- | |
| ### Delete Ownership Entity | |
| Deleting an ownership entity object will also delete all ownership entity child objects beneath it and the associated book. It will also delete the associated book. | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>GCOWNERSHIPENTITY</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPENTITY` | | |
| | keys | Required | string | Ownership entity `RECORDNO` to delete | | |
| ## Ownership Child Entity Object | |
| A `GCOWNERSHIPCHILDENTITY` object is owned by a `GCOWNERSHIPENTITY` object and defines a single child entity and its ownership percentage. | |
| #### Get Ownership Child Entity Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the ownership child entity object: | |
| ```xml | |
| <lookup> | |
| <object>GCOWNERSHIPCHILDENTITY</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | |
| --- | |
| ### Query and List Ownership Child Entities | |
| #### `query` | |
| > List the record number, structure name, description, and source book ID for each ownership child entity: | |
| ```xml | |
| <query> | |
| <object>GCOWNERSHIPCHILDENTITY</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>STRUCTURENAME</field> | |
| <field>FROMPERIOD</field> | |
| <field>STATUS</field> | |
| <field>STATE</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | |
| | 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`) | | |
| --- | |
| ### Get an Ownership Child Entity | |
| Returns all information about a single ownership child entity object that is specified by `RECORDNO`. | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>GCOWNERSHIPCHILDENTITY</object> | |
| <keys>5</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | |
| | keys | Required | string | `RECORDNO` of ownership child entity to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| --- | |
| ### Create Child Ownership Entities | |
| Ownership child entity objects can only be created by creating or updating an ownership detail object. | |
| ### Update Ownership Entities | |
| Ownership child entity objects can only be updated by updating the ownership detail object. | |
| --- | |
| ### Delete Ownership Child Entity | |
| * #### `delete` | |
| ```xml | |
| <delete> | |
| <object>GCOWNERSHIPCHILDENTITY</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GCOWNERSHIPCHILDENTITY` | | |
| | keys | Required | string | `RECORDNO` of ownership child entity to delete. | | |
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