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Project Template Task → Insert/Update
AI-generatedSummary
Insert a new or update an existing Project Template Task in Acumatica by specifying its detailed attributes, billing and allocation settings, default accounts, visibility settings, and other related properties.
Inputs
- Attributes — A collection of attribute objects containing Attribute ID, description, status, reference note ID, required flag, value, and value description.
- Billing And Allocation Settings — Settings related to billing and allocation including allocation rule, billing option, billing rule, bill separately flag, branch, customer, location, rate table, and WIP account group.
- Default Values — Default account and subaccount information such as accrual account, default account, cost account, and tax category.
- Properties — General properties of the project template task like approver, automatic inclusion flag, completion method, and default flag.
- Visibility Settings — Boolean flags controlling visibility for various modules such as AP, AR, CA, CRM, Expenses, GL, IN, PO, SO, and Time Entries.
- Additional Fields — Additional optional fields including description, last modified date/time, project template ID, and project template task ID.
Output shape
a single record representing the inserted or updated Project Template Task object
The operation returns the upserted Project Template Task data; input fields that are omitted or left as defaults are stripped to prevent API errors. The operation supports multiple nested complex fields as fixed collections reflecting the structure of Acumatica's API requirements.