Acumatica API - Endpoint Default 24 200 001 icon

Acumatica API - Endpoint Default 24 200 001

Interact with Acumatica Endpoint Default/24.200.001

Actions478

Appointment → Insert/Update

AI-generated

Summary

Creates or updates an Acumatica appointment record, including details, staff, equipment, and financial settings.

Inputs

  • Details — An array of appointment detail lines (accounts, inventory, labor, etc.).
  • FinancialSettings — Financial configuration for the appointment (billing customer, location, tax mode).
  • Staff — Staff members and labor assignments for the appointment.
  • ResourceEquipment — Equipment resources allocated to the appointment.
  • TaxDetails — Tax information and rates applied to the appointment.
  • Prepayments — Payment details and applied prepayments.
  • Profitability — Profitability and costing data for the appointment.
  • Logs — Log entries for time tracking and labor.
  • AdditionalFields — Custom fields for appointment attributes (e.g., Status, Customer, Project).
  • OtherInformation — Reference data (Route ID, Invoice Nbr, Recurrence Description).
  • Attributes — Key-value attributes associated with the appointment.

Output shape

A single item containing the created or updated Acumatica appointment record.

The operation supports upsert behavior; if an Appointment Nbr already exists, it updates the record.

Examples

Example 1: Create a new service appointment with staff and equipment.

Set Details (Description, Inventory ID), FinancialSettings (Billing Customer, Salesperson), Staff (Staff Member, Earning Type), and ResourceEquipment (Equipment ID).

Example 2: Update an existing appointment by providing the Appointment Nbr in AdditionalFields.

Populate AdditionalFields.AppointmentNbr with the existing ID and modify Details or Status as needed.

Links

Discussion