Acumatica API - Endpoint Default 25 200 001 icon

Acumatica API - Endpoint Default 25 200 001

Interact with Acumatica Endpoint Default/25.200.001

Actions478

P T O Bank → Insert/Update

AI-generated

Summary

Insert or update a P T O Bank record in Acumatica by specifying its properties such as applicable earning types, banding rules, employee class settings, GL accounts, and additional PTO bank fields.

Inputs

  • Applicable Earning Types — Details about applicable earning types, including earning type details and accrue time off settings.
  • Banding Rules — Banding rules details including accrual percent, balance limit, carryover hours, employee class, and rounding method for years of service.
  • Employee Class Settings — Settings per employee class such as accrual percent, active status, balance limits, effective date, probation period behavior, and other accrual details.
  • GL Accounts — General ledger account details including asset, expense, and liability accounts and their respective sub-accounts.
  • Additional Fields — Additional PTO Bank fields like accrual method, active status, description, disbursing earning types, transfer dates, and other PTO bank specific options.

Output shape

a single record representing the inserted or updated PTO Bank entry returned from Acumatica's API

The operation upserts a PTO Bank record identified optionally by PTO Bank ID, returning details including all specified fields. It handles nested collections such as earning types and employee class settings. Errors will be returned in case of invalid inputs or API failures.

Examples

Example 1: Create a new PTO Bank with specified earning types and GL accounts

Set Applicable Earning Types collection to define earning types, fill GL Accounts with relevant account codes, and specify other optional fields such as Description and Active status.

Example 2: Update an existing PTO Bank by PTO Bank ID with updated banding rules

Provide the PTOBankID field and set Banding Rules collection with updated details such as accrual percent and balance limits.

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