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Project Template Task → Insert/Update
AI-generatedSummary
Insert or update a Project Template Task in Acumatica by specifying task attributes, billing and allocation settings, default values, properties, visibility settings, and additional optional fields.
Inputs
- Attributes — Multiple attribute entries including unique ID, description, activity state, reference note ID, requirement flag, value, and value description.
- Billing And Allocation Settings — Billing and allocation configuration including allocation rule, billing option, billing rule, bill separately flag, branch, customer, location, rate table, and WIP account group.
- Default Values — Default account settings such as accrual account, accrual subaccount, default account, default subaccount, default cost account, default cost subaccount, and tax category.
- Properties — Task-related properties including approver, automatic inclusion in project flag, completion method, and default task flag.
- Visibility Settings — Visibility flags for various modules such as AP, AR, CA, CRM, Expenses, GL, IN, PO, SO, and Time Entries.
- Additional Fields — Optional fields including description, last modified date time, project template ID, and unique project template task ID.
Output shape
a single record representing the inserted or updated Project Template Task
Returns the created or updated Project Template Task object. Inputs allow multiple nested collections and optional fields. The operation performs an upsert (insert or update).