Acumatica API - Endpoint Default 25 200 001Install

Summary

Insert or update a Project resource in Acumatica by specifying detailed project attributes including activity history, approval details, balances, billing settings, contact and address information, employees, equipment, G/L accounts, invoices, retainage, visibility settings, and additional custom fields.

Inputs

• Activity History — Multiple entries defining historical activity data for the project, including details like billable time, category, status, owner, and workgroup.
• Approval Details — One or more approval records specifying approver identities, approval dates, statuses, and associated workgroups.
• Attributes — Multiple attribute entries including identifier, description, values, and activity status.
• Balances — Multiple balance records detailing financial amounts related to budget, commitments, and performance for various account groups.
• Billing And Allocation Settings — Configuration for billing rules, periods, branches, currency, and allocation rules.
• Bill To Settings — Settings for billing address, contact information, and location details, including overrides and validation states.
• Employees — Multiple employee entries associated with the project, defined by department, ID, and name.
• Equipments — Equipment data linked to the project, including rates, descriptions, and active status.
• GL Accounts — General ledger accounts configuration, including accrual accounts, default accounts, subaccounts, and default tasks for G/L accounts.
• Invoices — Multiple invoice records with financial and status details relevant to the project.
• Project Properties — Core project properties such as manager, dates, workflow settings, budget levels, currency, and tax zones.
• Union Locals — Multiple union local entries identified by ID and description.
• Visibility Settings — Boolean flags controlling visibility of financial and project modules like AR, AP, GL, CRM, Expenses, etc.
• Retainage — Retainage settings including mode, inclusion rules, caps, and percentages.
• Project Address — Detailed project site address with standard address fields and geographic coordinates.
• Additional Fields — Additional optional fields for financials and project metadata such as assets, income, liabilities, customer, status, and project template ID.

Output shape

a single record representing the inserted or updated Project resource

The operation returns the Project resource data as confirmation of the insert or update. Input fields not specified remain unchanged on update; providing the unique project identifier enables upsert behavior. Complex nested collections are optional and can be supplied partially or fully. Errors may occur if required fields are missing or invalid.

Examples

Example 1: Create a new project with basic details and activity history.

Set ProjectID, Description, Customer, and provide a list of Activity History items.

Example 2: Update an existing project's billing and address details.

Provide ProjectID with Billing And Allocation Settings and Project Address sections populated.

Links

• n8n community nodes installation guide