Acumatica API - Endpoint Default 24 200 001 icon

Acumatica API - Endpoint Default 24 200 001

Interact with Acumatica Endpoint Default/24.200.001

Actions478

Project → Insert/Update

AI-generated

Summary

Insert a new project or update an existing project record in Acumatica by providing detailed project data including activity history, approval details, attributes, balances, billing and allocation settings, contacts, employees, equipment, GL accounts, invoices, project properties, union locals, visibility, retainage, addresses, and general project fields.

Inputs

  • Activity History — Collection of activity history items detailing billable times, status, owners, categories, and more.
  • Approval Details — Collection of approval records including approver info, status, dates, and workgroups.
  • Attributes — Multiple attributes with IDs, descriptions, values, and activity flags.
  • Balances — Multiple balance entries including budget, actuals, commitments, performance, and variance amounts.
  • Billing And Allocation Settings — Billing configuration settings such as rules, periods, branch, currency, and automation flags.
  • Bill To Settings — Billing contact and address details, including overrides and location.
  • Employees — List of employees associated with the project including department and names.
  • Equipments — Details on associated equipment including IDs, rates, descriptions, and activity status.
  • GL Accounts — General ledger account information with associated subaccounts and default tasks.
  • Invoices — Invoice records linked to the project including dates, amounts, statuses, and references.
  • Project Properties — General properties of the project such as dates, managers, statuses, budget levels, and tracking options.
  • Union Locals — List of union locals tied to the project with descriptions and IDs.
  • Visibility Settings — Boolean flags for project visibility across various modules like AP, AR, GL, etc.
  • Retainage — Retainage configuration including modes, caps, percentages, and totals.
  • Project Address — Project's physical address details including latitude and longitude.
  • Additional Fields — Additional project-specific fields such as customer, description, IDs, financial figures, and status.

Output shape

A single JSON object representing the created or updated project record as acknowledged by Acumatica API.

The output reflects the upsert operation result for one project record. Input collections like Activity History, Approval Details, Attributes, and others are optional and can include multiple entries. Fields with default or empty values are typically stripped before sending to avoid errors. If an identifier (e.g., Project ID) matches an existing record, that record is updated; otherwise, a new project is inserted.

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