Buckets:
| title: Account Allocation Groups | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/general-ledger/account-allocation-groups/ | |
| # Account Allocation Groups | Sage Intacct Developer | |
| * Get Account Allocation Group Object Definition | |
| * Query and List Account Allocation Groups | |
| * Query and List Account Allocation Groups (Legacy) | |
| * Get Account Allocation Group | |
| * Create Account Allocation Group | |
| * Update Account Allocation Group | |
| * Delete Account Allocation Group | |
| --- | |
| Account allocation groups support generation of multiple account allocation entries, which is useful for organizations with many allocations that must run on the same interval and/or with dependencies. | |
| You can also use account allocation groups to set up the order for sequential processing, where one allocation is dependent on the results of a prior one. | |
| --- | |
| ## Get Account Allocation Group Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the account allocation group object: | |
| ```xml | |
| <lookup> | |
| <object>GLACCTALLOCATIONGRP</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | |
| --- | |
| ## Query and List Account Allocation Groups | |
| #### `query` | |
| > List the record number, name, and group error processing method in use for each account allocation group: | |
| ```xml | |
| <query> | |
| <object>GLACCTALLOCATIONGRP</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>NAME</field> | |
| <field>GRPERRORPROCESSINGMETHOD</field> | |
| </select> | |
| </query> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | |
| | 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 Account Allocation Groups (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>GLACCTALLOCATIONGRP</object> | |
| <fields>*</fields> | |
| <query/> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | |
| | 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 | | |
| | --- | --- | --- | --- | | |
| | GRPERRORPROCESSINGMETHOD | Optional | string | Group error processing method in use. Use `E` for groups set to Stop if a group member in the sequence fails or `S` for groups set to Skip and continue if a group in the sequence fails. | | |
| --- | |
| ## Get Account Allocation Group | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>GLACCTALLOCATIONGRP</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | |
| | keys | Required | string | Comma-separated list of account allocation group `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` | | |
| ## Create Account Allocation Group | |
| #### `create` | |
| ```xml | |
| <create> | |
| <GLACCTALLOCATIONGRP> | |
| <NAME>Month end</NAME> | |
| <DESCRIPTION>All month end allocations for the company</DESCRIPTION> | |
| <GRPERRORPROCESSINGMETHOD>Skip and continue if a group in the sequence fails</GRPERRORPROCESSINGMETHOD> | |
| <GLACCTALLOCATIONGRPMEMBERS> | |
| <GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONID>Allocation-1</GLACCTALLOCATIONID> | |
| </GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONID>Allocation-2</GLACCTALLOCATIONID> | |
| </GLACCTALLOCATIONGRPMEMBER> | |
| </GLACCTALLOCATIONGRPMEMBERS> | |
| </GLACCTALLOCATIONGRP> | |
| </create> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GLACCTALLOCATIONGRP | Required | object | Object to create | | |
| `GLACCTALLOCATIONGRP` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | NAME | Required | string | Group name for the account allocation group | | |
| | DESCRIPTION | Required | string | Description of the account allocation group | | |
| | STATUS | Optional | string | Status of the group. Use `active` for Active or `inactive` for Inactive. (Default: `active`) | | |
| | GRPERRORPROCESSINGMETHOD | Optional | string | Group error processing method. If the group contains dependencies where sequential processing is important, use `Stop if a group member in the sequence fails`. If the grouping is for convenience and sequential processing is not important, you can use `Skip and continue if a group in the sequence fails`. | | |
| | GLACCTALLOCATIONGRPMEMBERS | Required | `GLACCTALLOCATIONGRPMEMBER[1...n]` | Account allocation group members. If one allocation is dependent on the completion of a previous allocation, order the members accordingly. | | |
| `GLACCTALLOCATIONGRPMEMBER` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GLACCTALLOCATIONID | Required | string | Account allocation ID to use | | |
| --- | |
| ## Update Account Allocation Group | |
| #### `update` | |
| > Building on the example above that creates an allocation group, updates the array of members to include the original ones plus a new one (Allocation-3): | |
| ```xml | |
| <update> | |
| <GLACCTALLOCATIONGRP> | |
| <RECORDNO>1</RECORDNO> | |
| <GLACCTALLOCATIONGRPMEMBERS> | |
| <GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONID>Allocation-1</GLACCTALLOCATIONID> | |
| </GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONID>Allocation-2</GLACCTALLOCATIONID> | |
| </GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONGRPMEMBER> | |
| <GLACCTALLOCATIONID>Allocation-3</GLACCTALLOCATIONID> | |
| </GLACCTALLOCATIONGRPMEMBER> | |
| </GLACCTALLOCATIONGRPMEMBERS> | |
| </GLACCTALLOCATIONGRP> | |
| </update> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GLACCTALLOCATIONGRP | Required | object | Object to update | | |
| `GLACCTALLOCATIONGRP` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Required | integer | Account allocation group `RECORDNO` to update | | |
| | NAME | Optional | string | Group name for the account allocation group | | |
| | DESCRIPTION | Optional | string | Description of the account allocation group | | |
| | STATUS | Optional | string | Status of the group. Use `active` for Active or `inactive` for Inactive (Default: `active`) | | |
| | GRPERRORPROCESSINGMETHOD | Optional | string | Group error processing method. If the group contains dependencies where sequential processing is important, use `Stop if a group member in the sequence fails`. If the grouping is for convenience and sequential processing is not important, you can use `Skip and continue if a group in the sequence fails`. | | |
| | GLACCTALLOCATIONGRPMEMBERS | Optional | `GLACCTALLOCATIONGRPMEMBER[1...n]` | Account allocation group members. If one allocation is dependent on the completion of a previous allocation, order the members accordingly. When updating group members, supply all the original members along with the ones to add. To delete a member, supply only the members you want to keep. | | |
| `GLACCTALLOCATIONGRPMEMBER` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | GLACCTALLOCATIONID | Optional | string | Account allocation ID to use | | |
| --- | |
| ## Delete Account Allocation Group | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>GLACCTALLOCATIONGRP</object> | |
| <keys>14</keys> | |
| </delete> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `GLACCTALLOCATIONGRP` | | |
| | keys | Required | string | Comma-separated list of account allocation group `RECORDNO` to delete | | |
| --- | |
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