Actions478
- Account Actions
- Account Details For Period Inquiry Actions
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- Attribute Definition Actions
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- Change Order Class Actions
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- Invoice Actions
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- Service Order Actions
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Service Order → Insert/Update
AI-generatedSummary
Insert or update a Service Order record in Acumatica via the API by providing detailed information including address, appointments, attributes, contacts, contract info, staff, financial details, tax details, prepayments, and other related data fields.
Inputs
- Address — Structured address details for the service order (e.g., street, city, country, postal code, department, building details).
- Appointments — List of appointment entries with scheduling, confirmation, status, and related service order type information.
- Attributes — Custom attribute key-value pairs related to the service order with reference note IDs and requirement flags.
- Contact — Contact information including attention, company name, email, phone number, and phone type.
- Contract Info — Service contract details such as contract period and service contract ID.
- Default Staff — List of default staff entries associating descriptions, inventory IDs, comments, staff member IDs, and types with the service order.
- Details — Multiple detail line items describing account, quantity, pricing, billing, inventory, staff, project, tax, and vendor information related to the service order.
- Financial Details — Financial data including billing customer, cycle, location, branch, commissionability, salesperson, customer tax zone, and tax calculation mode.
- Other Information — Miscellaneous information such as batch number, description, document type, invoice number, reference numbers.
- Prepayments — List of prepayment entries detailing application dates, balances, payment amounts and methods, references, status, and type.
- Tax Details — Details of taxes applied to the service order including tax amounts, rates, types, VAT exemptions, and flags such as pending VAT or reverse VAT.
- Totals — Summary totals covering appointment total, billable total, estimated total, line total, prepayments applied, received, remaining, service order unpaid and total balances, and tax totals.
- Additional Fields — Additional optional fields like appointment duration, appointments needed, billable total, currency, customer, date, description, hold, priority, problem, project, service order number, severity, status, supervisor, workflow stage, SLA timings, and others.
Output shape
a single updated or inserted Service Order record object
The operation returns the resulting Service Order record from Acumatica after insert or update. Input fields are extensive and mostly optional, allowing detailed customization of the Service Order. No explicit pagination applies.
Examples
Example 1: Insert a new service order with basic address and contact info.
Supply Address (line1, city, country), Contact (email, phone), and minimal required fields; operation creates the Service Order in Acumatica.
Example 2: Update an existing service order's financial details and appointments.
Use the Service Order number to identify the record, then provide Financial Details and Appointments fields to modify the order accordingly.
