Actions478
- Account Actions
- Account Details For Period Inquiry Actions
- Account Group Actions
- Account Summary Inquiry Actions
- Activity Actions
- Amazon Store Actions
- Appointment Actions
- Attribute Definition Actions
- Big Commerce Stores Actions
- Bill Actions
- Budget Actions
- Business Account Actions
- Carrier Actions
- Case Actions
- Cash Sale Actions
- Cash Transaction Actions
- Change Order Actions
- Change Order Class Actions
- Check Actions
- Companies Structure Actions
- Company Financial Period Actions
- Contact Actions
- Contract Usage Actions
- Cost Code Actions
- Currency Actions
- Customer Actions
- Customer Class Actions
- Customer Location Actions
- Customer Payment Method Actions
- Customer Price Class Actions
- Deduction Benefit Code Actions
- Discount Actions
- Discount Code Actions
- Earning Type Code Actions
- Email Actions
- Email Processing Actions
- Employee Actions
- Employee Payroll Class Actions
- Employee Payroll Settings Actions
- Event Actions
- Expense Claim Actions
- Expense Receipt Actions
- External Commitment Actions
- Financial Period Actions
- Financial Year Actions
- F O B Point Actions
- Inventory Adjustment Actions
- Inventory Allocation Inquiry Actions
- Inventory Issue Actions
- Inventory Quantity Available Actions
- Inventory Receipt Actions
- Inventory Summary Inquiry Actions
- Invoice Actions
- Item Class Actions
- Item Sales Category Actions
- Item Warehouse Actions
- Journal Transaction Actions
- Kit Assembly Actions
- Kit Specification Actions
- Labor Cost Rate Actions
- Lead Actions
- Ledger Actions
- Lot Serial Class Actions
- Non Stock Item Actions
- Opportunity Actions
- Pay Group Actions
- Payment Actions
- Payment Method Actions
- Pay Period Actions
- Payroll Batch Actions
- Payroll Union Local Actions
- Payroll W C C Code Actions
- Physical Inventory Count Actions
- Physical Inventory Review Actions
- Pro Forma Invoice Actions
- Project Actions
- Project Budget Actions
- Project Task Actions
- Project Template Actions
- Project Template Task Actions
- Project Transaction Actions
- P T O Bank Actions
- Purchase Order Actions
- Purchase Receipt Actions
- Sales Invoice Actions
- Sales Order Actions
- Salesperson Actions
- Sales Prices Inquiry Actions
- Sales Price Worksheet Actions
- Service Order Actions
- Shipment Actions
- Shipping Box Actions
- Shipping Term Actions
- Shipping Zones Actions
- Ship Via Actions
- Shopify Store Actions
- Stock Item Actions
- Storage Details By Location Inquiry Actions
- Storage Details Inquiry Actions
- Subaccount Actions
- Subcontract Actions
- Task Actions
- Tax Actions
- Tax Category Actions
- Tax Reporting Settings Actions
- Tax Zone Actions
- Template Items Actions
- Time Entry Actions
- Transfer Order Actions
- Union Local Actions
- Units Of Measure Actions
- Vendor Actions
- Vendor Class Actions
- Vendor Prices Inquiry Actions
- Vendor Price Worksheet Actions
- Warehouse Actions
- Work Calendar Actions
- Work Class Compensation Code Actions
- Work Location Actions
Appointment → Insert/Update
AI-generatedSummary
Upserts an Acumatica Appointment record by building a value-wrapped request body from field collections and dispatching it via the Acumatica API.
Inputs
- Attributes — Attribute groupings, each containing an optional RefNoteID and a Required/Value pair.
- Details — Detail lines covering account, actual/billable amounts and quantities, status, and logistics fields (appointment nbr, branch, component, cost code, etc.).
- FinancialSettings — Billing configuration: customer, billing cycle, location, salesperson, and tax calculation mode.
- Logs — Time-tracking and status logs including start/end dates and times, durations, billable/time-tracking flags, labor items, and cost codes.
- OtherInformation — Batch number, document type, reference numbers, issue reference, recurrence description, and source schedule/contract IDs.
- Prepayments — Payment applications: amount, method, status, currency, reference numbers, and source appointment number.
- Profitability — Profitability tracking: actual/estimated amounts and quantities, billable amounts and quantities, extensions, descriptions, inventory IDs, line references, profit and percent, and staff assignments.
- ResourceEquipment — Equipment associations: appointment number, comments, descriptions, equipment ID, and service order type.
- Staff — Staff assignments: cost codes, descriptions, detail line refs, earning types, inventory IDs, labor items, line numbers, line refs, primary/route driver flags, projects, project tasks, service order types, staff members, staff types, and time-tracking flags.
- TaxDetails — VAT and tax calculations: inclusion in VAT exempt total, pending/reverse/statistical VAT flags, record ID, service order type, taxable and tax amounts, tax ID, tax rate, and tax type.
- Totals — Summary totals: actual, appointment billable and total, billable labor, billable, estimated, line, prepayment applied/received/remaining, service order billable unpaid/total/unpaid balance, tax total, and VAT exempt/taxable totals.
- additionalFields — Free-form additional fields for the appointment record (status, hold, confirmed, workflow stage, location, optimization result, override, profit, project, scheduled durations/dates/times, etc.).
Output shape
The Acumatica API response for the upsert operation, typically including the appointment record's ID and updated field values. The node strips default/empty values prior to request to prevent 400 validation errors.
All primitive field values are wrapped in Acumatica's { value: x } format before transmission. The request is sent to the Acumatica entity endpoint for Appointments.
Examples
Example 1: Create a new Appointment with minimal required details.
Populate the Details collection with account, appointment nbr, and status; leave other collections at their empty defaults. The node will strip empty values and send a focused request.
Example 2: Update an existing Appointment by ID.
Provide the appointment's unique identifier via the appropriate field collection, populate the desired update fields (e.g., Actual Amount in Details, Status in Additional Fields). The node will wrap values and dispatch a PUT-style upsert request.
