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Project Template → Insert/Update
AI-generatedSummary
Insert or update a Project Template in Acumatica by providing its attributes, billing and allocation settings, employees, equipment, GL accounts, project properties, visibility settings, and other optional fields.
Inputs
- Attributes — Multiple attribute entries defining unique identifiers, descriptions, active status, required flags, and values related to the project template.
- Billing And Allocation Settings — Billing and allocation configuration including allocation rule, billing period, billing rule, branch, billing currency, terms, and related flags controlling automatic release, pro forma creation, and revenue budget limits.
- Employees — Multiple employee entries specifying department, employee ID, and employee name associated with the project template.
- Equipments — Multiple equipment entries describing equipment ID, status, description, run/setup/suspend rates, and related rate items.
- GL Accounts — General ledger account settings including accrual, default, and cost accounts and subaccounts, plus default tasks for GL accounts.
- Project Properties — Properties related to the project template such as certified job status, change order workflow, dates, manager, budgeting levels, currency, tracking options, tax zones, and approvers.
- Visibility Settings — Boolean flags controlling visibility of the project template in various modules like AP, AR, CA, CRM, Expenses, GL, Inventory, PO, SO, and Time Entries.
- Additional Fields — Optional fields including description, last modified datetime, project template ID, and status.
Output shape
a single record representing the inserted or updated project template
The operation accepts a complex structured input with multiple nested collections to define or update the project template. The exact shape of the returned record depends on the Acumatica API and includes the persisted project template data.