Actions478
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- Account Details For Period Inquiry Actions
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- Account Summary Inquiry Actions
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Account Summary Inquiry → Insert/Update
AI-generatedSummary
Upserts an Acumatica account summary record using the specified account, class, branch, ledger, period, and subaccount values.
Inputs
- Results (required) — The account record to insert or update. Must include at least one of: Account, AccountClass, Branch, Ledger, Period, or Subaccount.
- Additional Fields — Optional additional filter fields to identify the specific account record: Account Class, Branch, Ledger, Period, or Subaccount.
Output shape
No body — returns success status and the created/updated record data in the JSON output.
The operation uses the provided filter fields to identify the record; if found, it updates it; otherwise, it creates a new record.
Examples
Example 1: Upsert a specific account using the Account field and Ledger.
Set 'Results.Account' to 'ACC001', 'Results.LedgerID' to '1000', and 'Additional Fields.Ledger' to '1000'.
Example 2: Create a new account record using only the Additional Fields.
Leave 'Results' empty, set 'Additional Fields.Account' to 'ACC001', 'Additional Fields.AccountClass' to 'ASSET', and 'Additional Fields.Branch' to 'MAIN'.