Acumatica API - Endpoint Default 23 200 001 icon

Acumatica API - Endpoint Default 23 200 001

Interact with Acumatica Endpoint Default/23.200.001

Actions478

Opportunity → Insert/Update

AI-generated

Summary

Insert or update an Opportunity record with rich collections of related data

Inputs

  • Activities — Collection of activity fields such as Billable, Overtime, Category, etc.
  • Address — Collection of address fields including AddressLine1, City, Country, etc.
  • Attributes — Collection of attribute objects with ID, Description, IsActive, RefNoteID, Required, Value, ValueDescription
  • ContactInformation — Collection of contact details like Attention, CompanyName, Email, Phone1, etc.
  • Discounts — Collection of discount definitions including DiscountableAmount, DiscountPercent, FreeItem, etc.
  • Products — Collection of product lines with Amount, Discount, Qty, UnitPrice, Warehouse, etc.
  • Relations — Collection of relation objects such as Account, ContactID, Email, Primary, etc.
  • TaxDetails — Collection of tax information including TaxableAmount, TaxRate, TaxType, etc.
  • NoteID — Fixed collection for Note ID with a single Value field
  • AdditionalFields — General purpose collection for fields like Amount, Branch, BusinessAccount, CurrencyID, Details, etc.

Output shape

a single Opportunity record (upserted)

Returns the created or updated opportunity; may include generated IDs and all returned fields.

Examples

Example 1: Create a new opportunity with a billable activity and basic address

Set Activities.Billable=true, Address.City='Seattle', AdditionalFields.Subject='Demo'

Example 2: Update an existing opportunity by providing its ID

Supply OpportunityID in AdditionalFields, change Status='Closed'

Example 3: Upsert with products, discounts, and related contacts

Include Products with Qty=2, Discounts with DiscountPercent=10, Relations with ContactID=5

Links

Discussion