Acumatica API - Endpoint Default 25 200 001 icon

Acumatica API - Endpoint Default 25 200 001

Interact with Acumatica Endpoint Default/25.200.001

Actions478

Opportunity → Insert/Update

AI-generated

Summary

Insert a new Opportunity record or update an existing one in Acumatica ERP by providing detailed Opportunity data including related entities and attributes.

Inputs

  • Activities — Multiple Opportunity-related activities with fields such as Billable status, Overtime, Category, Owner, Project, Summary, Status, and date/time fields.
  • Address — Address details for the Opportunity including lines, city, state, postal code, country, and other specific location information.
  • Attributes — A list of custom attributes for the Opportunity, each with identifiers, descriptions, activity status, and values.
  • Contact Information — Contact details including names, company, email, phone numbers with types, fax, position, title, and website.
  • Discounts — Discount entries related to the Opportunity with amount, quantity, code, percent, free items, and flags for manual or skipped discounts.
  • Products — Products related to the Opportunity including inventory ID, quantities, pricing, discounts, project tasks, warehouse, and tax info.
  • Relations — List of relations connected to the Opportunity including account info, contact details, roles, document references, and flags like primary or add to CC.
  • Tax Details — Tax-related details per line including VAT flags, taxable amounts, tax IDs, rates, and type.
  • Note ID — An identifier for notes associated with the Opportunity.
  • Additional Fields — Various supplemental Opportunity fields such as amount, branch, business account, contact info, currency, discounts, identification, status, stage, totals, and workgroup info.

Output shape

The operation returns a single record representing the inserted or updated Opportunity with its full data as confirmed by the Acumatica API response.

Input fields are extensively nested and optional; the operation upserts based on provided identifiers. Omitting identifiers results in insertion; providing them attempts update. Empty or default values are automatically stripped before sending the request. Returned data matches the Opportunity resource schema with all requested and system-generated fields.

Examples

Example 1: Create a new Opportunity

Fill in mandatory Opportunity identifiers and provide optional fields like contact information, products, and relations to create a new Opportunity record.

Example 2: Update an existing Opportunity

Include the OpportunityID in the additional fields along with updated Activity or Address information to modify an existing Opportunity record in Acumatica.

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Discussion