Acumatica API - Endpoint Default 23 200 001 icon

Acumatica API - Endpoint Default 23 200 001

Interact with Acumatica Endpoint Default/23.200.001

Actions478

Project Template → Insert/Update

AI-generated

Summary

Insert or update a Project Template

Inputs

  • Attributes — Collection of attribute fields such as AttributeID, AttributeDescription, IsActive, RefNoteID, Required, Value, ValueDescription.
  • BillingAndAllocationSettings — Collection of billing and allocation settings including AllocationRule, AutomaticallyReleaseARDocuments, BillingPeriod, BillingRule, Branch, CreateProFormaOnBilling, LastBillingDate, NextBillingDate, RateTable, RunAllocationOnReleaseOfProjectTransactions, Terms, UseTMRevenueBudgetLimits, BillingCurrency.
  • Employees — Collection of employee definitions with Department, EmployeeID, EmployeeName.
  • Equipments — Collection of equipment definitions with Active, Description, EquipmentID, RunRate, RunRateItem, SetupRate, SetupRateItem, SuspendRate, SuspendRateItem.
  • GLAccounts — Collection of GL account settings including AccrualAccount, AccrualSubaccount, DefaultAccount, DefaultSubaccount, DefaultCostAccount, DefaultCostSubaccount, and nested DefaultTaskForGLAccounts with Account and DefaultTask.
  • ProjectProperties — Collection of project property flags and dates such as CertifiedJob, ChangeOrderWorkflow, EndDate, LastRevenueChangeNbr, ProjectManager, RestrictEmployees, RestrictEquipment, RevenueBudgetLevel, StartDate, TrackProductionData, CostBudgetLevel, TimeActivityApprover, ProjectCurrency, RateType, InventoryTrackingMode, CostTaxZone, RevenueTaxZone.
  • VisibilitySettings — Collection of visibility flags for various modules like AP, AR, CA, CRM, Expenses, GL, IN, PO, SO, TimeEntries.
  • additionalFields — Free-form additional fields including Description, LastModifiedDateTime, ProjectTemplateID, and Status.

Output shape

a single Project Template record

Returns the full representation of the inserted/updated Project Template, typically including ProjectTemplateID and all configured sub-fields; may contain all returned fields but some may be omitted depending on Acumatica response.

Examples

Example 1: Create a new project template

Populate Attributes, BillingAndAllocationSettings, Employees, Equipments, GLAccounts, ProjectProperties, VisibilitySettings and AdditionalFields with desired values, then execute the node to insert the template.

Example 2: Update an existing template

Provide ProjectTemplateID in AdditionalFields, modify any of the collection fields, and run the node to upsert the template.

Example 3: Add employees to a template

Set up the Employees collection with Department and EmployeeID entries, optionally fill other collections, and execute to associate employees with the template.

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