Actions478
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- Account Details For Period Inquiry Actions
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Account Details For Period Inquiry → Insert/Update
AI-generatedSummary
Upserts account details for a specific period in Acumatica using the Account Details For Period Inquiry resource.
Inputs
- Results — A collection of account period detail fields (e.g., Account, PeriodID, Ledger, TransactionDate, CreditAmount, DebitAmount). Each field is optional; the API determines which values to apply based on the PeriodID and other filters.
- additionalFields — Filtering options for the inquiry: FromPeriod, ToPeriod, Ledger, IncludeUnposted, and IncludeUnreleased.
Output shape
A single record or a list of records containing the updated account details, including fields like Account, BatchNumber, CreditAmount, DebitAmount, and TransactionDescription.
The operation returns the result of the inquiry for the specified period and filters. It does not return a confirmation of the write operation; it returns the data that was written or queried.
Examples
Example 1: Update account details for a specific ledger and period
Set additionalFields.Ledger and additionalFields.PeriodID to filter the inquiry. Map the Results fields (e.g., Account, CreditAmount) to the values to write.
Example 2: Insert new transaction details for a customer vendor
Set additionalFields.CustomerVendor and additionalFields.FromPeriod/ToPeriod. Populate Results fields like TransactionDate, TransactionDescription, and TransactionType.