Professional

Return, update, create and delete professional type sale quotes

Date Released: Nov 2018 Date Updated: Jan 2022
URLSupports
/{cf_uri}/Sale/Quote/Professional GET |  PUT |  POST |  DELETE
Please note: Transactions created with this layout are currently supported in read-only mode in new Essentials.
Please note: While accessibility via the API is available to both AccountRight and new Essentials files. Not all features will be displayed in Product for new Essentials or the AccountRight Browser.

The elements list below details information for Professional. To view the descriptions for the elements you can either hover any attribute to reveal details or click here to show all details inline.

Items shown with are required when posting or puting data
Items shown with are read-only elements

Attribute Details

  • UIDGuid (36)
  • Unique guid identifier created for a professional sale quote.
    ONLY required for updating an existing professional sale quote.
    NOT required when creating a new professional sale quote.
  • Number String (13)
  • quote Sale number, if left blank on POST/PUT will auto increment based on last recorded #
  • DateDateTime
  • Transaction date entry, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-12 00:00:00' }
  • CustomerPurchaseOrderNumberString (255)
  • Customer PO number.
  • Customer
  • The following set of information pulls through details for the Customer contact
    • UIDGuid (36)
    • Foreign Key: Unique guid identifier belonging to the customer assigned to the professional sale quote.
    • NameString (50)
    • Name of the customer.
    • DisplayIDString (15)
    • Customer contact Card ID, can also be used as a unique customer contact identifier.
    • URIString
    • Uniform resource identifier associated with the customer object.
  • Terms
  • The following set of information pulls through customer payment terms.

    Please note: When posting a new sale quote, if you do not set the terms, default payment terms from the customer contact card will be substituted instead.
    • PaymentIsDueString
    • Default Terms of Payment definitions:
      CashOnDelivery
      PrePaid
      InAGivenNumberOfDays
      OnADayOfTheMonth
      NumberOfDaysAfterEOM
      DayOfMonthAfterEOM
    • DiscountDate Integer
    • If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer must pay to receive discounts.

      If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to receive discounts.
    • BalanceDueDate Integer
    • If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer has to pay invoices.

      If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to pay invoices.
    • DiscountForEarlyPayment Double (99.99%)
    • % discount for early payment.
    • MonthlyChargeForLatePayment Double (99.99%)
    • % monthly charge for late payment.
    • DiscountExpiryDateDateTime
    • Date in which payment must be paid in full in quote to receive discount, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-16 00:00:00' }
    • DiscountDecimal (13.2)
    • Discount amount that will apply if payment is made in full by the discount date.
    • DueDateDateTime
    • Date in which payment is due, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-21 00:00:00' }
    • FinanceChargeDecimal (13.2)
    • Late payment fee to be charged if payment is not made in full by the due date.
  • IsTaxInclusiveBoolean
  • True indicates the transaction is tax inclusive with Total values to be keyed in tax-inclusive.

    False indicates the transaction is not tax inclusive with Total values to be keyed in tax-exclusive.
  • Lines []
  • An array of sale line quote information
    • RowID Integer
    • Sequence of the entry within the professional sale quote set.
      REQUIRED only when passing the RowVersion for updating an existing professional sale line.
    • TypeString
    • Line type, can consist of the following:
      Transaction - All fields detailed in Lines array are consumable.
      Header - Only allows you to POST to Description element.
      Subtotal - Calculated value that is read-only.
    • DateDateTime
    • Date attached to the line entry., format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-01 00:00:00' }
    • DescriptionString (1000)
    • Description text for the sale line.
    • TotalDecimal (13.2)
    • Dollar amount for each individual line.
    • Account
    • The following set of information pulls through details for an Account
      • UIDGuid (36)
      • Foreign Key: Unique identifier for the account in the form of a guid.
      • NameString (30)
      • Account name belonging to the account record.
      • DisplayIDString (6)
      • Account code format includes separator ie 4-1200{ 'DisplayID': '4-1200' }
      • URIString
      • Uniform resource identifier associated with the account object.
    • Job
    • The following set of information pulls through the details for a job
      • UID GUID (36)
      • Foreign Key: Unique guid identifier belonging to the job for the line of the professional sale quote.
      • Number String (30)
      • Number assigned to the job
      • Name String (30)
      • Name assigned to the job
      • URI String
      • Uniform resource identifier associated with the job object
    • TaxCode
    • The following set of information pulls through the details for the Tax Code
      • UID GUID (36)
      • Foreign Key: Unique tax code identifier in the form of a guid
      • Code String (3)
      • 3 digit code assigned to the tax code.
      • URI String
      • Uniform resource identifier associated with the tax code object.
    • RowVersion String
    • ONLY required on PUT(Update) for updating an existing professional sale line.
      NOT required when creating a new professional sale quote.
  • SubtotalDecimal (13.2)
  • If IsTaxInclusive = false then sum of all tax exclusive line amounts.
    If IsTaxInclusive = true then sum of all tax inclusive line amounts.
  • TotalTaxDecimal (13.2)
  • Total of all tax amounts applicable to the sale quote.
  • TotalAmountDecimal (13.2)
  • Total amount of the sale quote.
  • Category
  • The following outlines category information for the professional sale quote.
    • UID GUID (36)
    • Foreign Key: Unique guid identifier belonging to the category assigned to the sale quote
    • Name String (30)
    • Name of the category
    • DisplayID String (15)
    • Display id for the category
    • URI String
    • Uniform resource identifier associated with the category object
  • Salesperson
  • The following set of information pulls through details for the an employee contact.
    • UIDGuid (36)
    • Foreign Key: Unique employee contact identifier in the form of a guid.
    • NameString (50)
    • Selected employee contact name.
    • DisplayIDString (15)
    • Employee contact Card ID, can also be used as a unique employee contact identifier.
    • URIString
    • Uniform resource identifier associated with the employee contact object.
  • CommentString (2000)
  • Sale quote comment.
  • JournalMemoString (255)
  • Journal memo text describing the sale.
  • PromisedDateDateTime
  • Transaction promised date, format YYYY-MM-DD HH:MM:SS { 'PromisedDate': '2018-11-12 00:00:00' }
  • DeliveryStatusString (20)
  • quote delivery status assigned:
    Print = ToBePrinted
    Email = ToBeEmailed
    PrintAndEmail = ToBePrintedAndEmailed
    Nothing = AlreadyPrintedOrSent
  • ReferralSourceString (20)
  • Referral Source selected on the sale quote.
  • BalanceDueAmountDecimal (13.2)
  • Amount still payable on the sale quote.
  • LastModifiedDateTime
  • DateTime of the last time this resource was modified through a direct action to the object. eg a field was updated.
  • URIString
  • Uniform resource identifier encompasses all types of names and addresses that refer to objects on the web.
  • RowVersionString
  • Number value that changes upon a record update, can be used for change control but does does not preserve a date or a time.
    ONLY required for updating an existing professional sale quote.
    NOT required when creating a new professional sale quote.


Paging: default page size is set to 400 with a maximum of 1000 results.

Example json GET response

  • {
  • "UID" : "2cd2685f-2832-418a-ad17-c635c41f265b",
  • "Number" : "00000016",
  • "Date" : "2018-10-29T00:00:00",
  • "CustomerPurchaseOrderNumber" : null,
  • "Customer" : {
    • "UID" : "457c4932-ddcf-40c6-80f7-e7f11c34dcca",
    • "Name" : "Cash Sales",
    • "DisplayID" : "CUS000003",
    • "URI" : {cf_uri}Contact/Customer/457c4932-ddcf-40c6-80f7-e7f11c34dcca"
    • },
  • "Terms" : {
    • "PaymentIsDue" : "DayOfMonthAfterEOM",
    • "DiscountDate" : 1,
    • "BalanceDueDate" : 30,
    • "DiscountForEarlyPayment" : 0,
    • "MonthlyChargeForLatePayment" : 0,
    • "DiscountExpiryDate" : "2018-11-01T00:00:00",
    • "Discount" : 0,
    • "DueDate" : "2018-11-30T00:00:00",
    • "FinanceCharge" : 0
    • },
  • "IsTaxInclusive" : true,
  • "Lines" : [
    • {
      • "RowID" : 6,
      • "Type" : "Transaction",
      • "Date" : "2018-10-28T00:00:00",
      • "Description" : "Service floor cleaning.",
      • "Total" : 100,
      • "Account" : {
        • "UID" : "62629f23-a49d-4c6b-9d49-8bcb5bb05e6a",
        • "Name" : "Service - Other Income",
        • "DisplayID" : "4-2200",
        • "URI" : "{cf_uri}/GeneralLedger/Account/62629f23-a49d-4c6b-9d49-8bcb5bb05e6a"
        • },
      • "Job" : null,
      • "TaxCode" : {
        • "UID" : "38a37ae8-565c-46f8-ad4a-2a87069607f8",
        • "Code" : "GST",
        • "URI" : "{cf_uri}/GeneralLedger/TaxCode/38a37ae8-565c-46f8-ad4a-2a87069607f8"
        • },
      • "RowVersion" : "-7301460895874416640"
      • }
      • ],
      • "Subtotal" : 100,
      • "TotalTax" : 9.09,
      • "TotalAmount" : 100,
      • "Category" : {
        • "UID" : "b211a2a3-0be9-477c-940e-1c8bac139cf1",
        • "Name" : "Melbourne",
        • "DisplayID" : "CAT101",
        • "URI" : "{cf_uri}/GeneralLedger/Category/b211a2a3-0be9-477c-940e-1c8bac139cf1"
        • },
      • "Salesperson" : {
        • "UID" : "5383ff72-4bb6-4d8b-bcf0-8b10857455d8",
        • "Name" : "Mary Jones",
        • "DisplayID" : "EMP00001",
        • "URI" : "{cf_uri}/Contact/Employee/5383ff72-4bb6-4d8b-bcf0-8b10857455d8"
        • },
      • "Comment" : "Thank you!",
      • "JournalMemo" : "Sale; Cash Sales",
      • "PromisedDate" : "2018-10-29T00:00:00",
      • "DeliveryStatus" : "Print",
      • "ReferralSource" : "Advertisement",
      • "BalanceDueAmount" : 100,
      • "LastModified" : "2019-05-01T00:47:43.757",
      • "URI" : "{cf_uri}/Sale/Quote/Professional/2cd2685f-2832-418a-ad17-c635c41f265b",
      • "RowVersion" : "-7445576083950272512"
      • }
Hypermedia in the MYOB Business API

The {cf_uri} is provided by the Company File endpoint.

Read more about Hypermedia in the MYOB Business API in our best practice guide.