Actions478
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Pro Forma Invoice → Insert/Update
AI-generatedSummary
Insert or update a Pro Forma Invoice in Acumatica based on selected configuration fields.
Inputs
- ApprovalDetails — Approval-related details for the invoice
- BillingSettings — Billing configuration settings
- BillToAddressOverride — Flag to override the bill-to address
- BillToContact — Contact information for bill-to party
- BillToContactOverride — Flag to override the bill-to contact
- CustomerLocation — Customer location identifier
- FinancialDetails — Financial details such as AR doc type and terms
- ProgressBilling — Progress billing items
- TaxDetails — Tax-related details
- TimeAndMaterial — Time and material billing items
- additionalFields — Miscellaneous additional fields
Output shape
a single Pro Forma Invoice record
The response contains the created/updated record; errors are returned as HTTP failures.
Examples
Example 1: Add a new Pro Forma Invoice with approval and billing settings
Set ApprovalDetails with approved by and approver; enable BillingSettings; fill nested address fields; submit.
Example 2: Update an existing invoice using financial and tax details
Provide FinancialDetails with AR Ref Nbr; set TaxDetails tax rate; use upsert operation.