Actions478
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Opportunity → Get List
AI-generatedSummary
Retrieve a filtered list of Opportunity records from the Acumatica API using various optional criteria.
Inputs
- Amount Filter — Filter opportunities by Amount using operators like equals, greater than, less than, etc.
- Branch Filter — Filter opportunities by Branch with operators such as equals, contains, or starts with.
- Business Account Filter — Filter opportunities by Business Account with string matching operators.
- Class ID Filter — Filter opportunities by Class ID using string match operators.
- Contact Display Name Filter — Filter by Contact Display Name with string operators.
- Contact ID Filter — Filter by Contact ID using numeric comparison operators.
- Converted Lead Display Name Filter — Filter by Converted Lead Display Name with string operators.
- Converted Lead ID Filter — Filter by Converted Lead ID using numeric comparison operators.
- Currency ID Filter — Filter by Currency ID using string operators.
- Currency View State Filter — Filter by Currency View State (boolean exact match).
- Details Filter — Filter by Details text using string operators.
- Discount Filter — Filter by Discount amount using numeric comparison operators.
- Estimation Filter — Filter by Estimation date/time using date comparison operators.
- Location Filter — Filter by Location using string matching operators.
- Manual Amount Filter — Filter by Manual Amount (boolean exact match).
- Opportunity ID Filter — Filter by Opportunity ID using string operators.
- Override Filter — Filter by Override flag (boolean exact match).
- Owner Filter — Filter by Owner with string match operators.
- Owner Employee Name Filter — Filter by Owner Employee Name using string matching operators.
- Parent Account Filter — Filter by Parent Account with string operators.
- Project Filter — Filter by Project using string match operators.
- Reason Filter — Filter by Reason with string matching operators.
- Source Filter — Filter by Source using string match operators.
- Source Campaign Filter — Filter by Source Campaign with string operators.
- Stage Filter — Filter by Stage using string matching operators.
- Status Filter — Filter by Status with string operators.
- Subject Filter — Filter by Subject text using string matching operators.
- Tax Zone Filter — Filter by Tax Zone with string operators.
- Total Filter — Filter by Total amount using numeric comparison operators.
- Weight Total Filter — Filter by Weight Total amount using numeric comparison operators.
- Workgroup Description Filter — Filter by Workgroup Description using string operators.
- Workgroup ID Filter — Filter by Workgroup ID with string matching operators.
- Last Modified Date Time Filter — Filter by Last Modified Date Time using date/time comparison operators.
- Custom Filter — Apply an advanced OData $filter expression string for more complex filtering criteria in addition to filters above.
Output shape
a list of Opportunity records matching the provided filters
Supports combining multiple structured filters and an optional custom OData $filter string; the returned data conforms to the Acumatica Opportunity schema.
Examples
Example 1: Retrieve all opportunities with an Amount greater than 1000 and Status containing 'Open'
Set Amount Filter operator to 'gt' and value to 1000; set Status Filter operator to 'contains' and value to 'Open'. Optionally add a customFilter for other OData expressions.
