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Exposing Account Information for a None-Inventoried Item Line on an Item layout Transaction

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Kotaro Kishimoto
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2020.1 Patch Release - 24/3/2020

Firstly it is important to understand an item creation differences via AccountRight and new Essentials UIs:

AccountRight - An Item can be created as an inventoried or none-inventoried item.
New Essentials - An Item can ONLY be created as a none-inventoried item.


During creation on an item via both UIs, you will get to assign linked accounts for tracking sales and purchases. These linked accounts will automatically be used during sale or purchase transaction recording. Yet, speaking of recording a sale or purchase transaction, new Essentials has features that are not offered in AccountRight. 

AccountRight - An item layout sale or purchase ONLY accepts item lines, and linked sale or purchase account gets assigned automatically(i.e. no user control) based on the line selected item configuration.
mceclip0.png

New Essentials - An item layout sale or purchase accepts item and service lines, and linked sale or purchase account gets assigned automatically based on the line selected item configuration, BUT the user also gets a choice to overwrite the account with either sale or purchase account depending on a transaction.
mceclip3.png

 

In order to cope with the UI differences, we are releasing changes to the AccountRight API.
 - Hybrid layout to support both item and service lines. Visit here for details.
 - Exposing Account Information for a None-Inventoried Item Line on an Item layout Transaction.

Until this release, a line on an item layout transaction only returned/supported either item or account information. To align with new Essentials flexible account selection, we are now supporting account information via GET/POST/PUT/DELETE requests for an item line (and an account line as before). This change has been release on 24th Mar 2020. Currently, the change has been deployed to the online AccountRight API and the local API deployment gets actioned during the next product release.

This change will be to released below endpoints to support :

Sample GET Request
/{cf_uri}/Sale/Invoice/Item{bill_uir}
{
  "UID": "392f7c5a-aafb-4b24-9dd8-441262a7a022",
  "Number": "65656576",
  "Date": "2020-03-25T00:00:00",
  "CustomerPurchaseOrderNumber": "",
  "Customer": {
    "UID": "dd3d0576-4df0-4d23-9d24-be8149393041",
    "Name": "Test Test",
    "DisplayID": "Test1234",
    "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/Contact/Customer/dd3d0576-4df0-4d23-9d24-be8149393041"
  },
  "PromisedDate": null,
  "BalanceDueAmount": 30.000000,
  "BalanceDueAmountForeign": null,
  "Lines": [
    {
      "RowID": 2174,       //Item line
      "ShipQuantity": 1.000000,
      "UnitPrice": 20.000000,
      "UnitOfMeasure": "1",
      "UnitCount": null,
      "UnitPriceForeign": null,
      "DiscountPercent": 0.000000,
      "CostOfGoodsSold": 0.0,
      "Item": {    //Item selected for an item line
        "UID": "a6738966-b0ea-4141-a5e7-e1cd4e759dc4",
        "Number": "NoInv",
        "Name": "NoInv",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/Inventory/Item/a6738966-b0ea-4141-a5e7-e1cd4e759dc4"
      },
      "Account": {   //Sale account used for an item line. This can be the
                                item linked account or user selected.
        "UID": "57cac29c-75d9-4efc-93d8-f758dae25472",
        "Name": "Sales Income #1",
        "DisplayID": "4-1000",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/GeneralLedger/Account/57cac29c-75d9-4efc-93d8-f758dae25472"
      },
      "Location": {
        "UID": "892b71f6-5906-4467-8e32-42b37d042b94",
        "Identifier": "L1",
        "Name": "Primary Location",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/Inventory/Location/892b71f6-5906-4467-8e32-42b37d042b94"
      },
      "Type": "Transaction",
      "Description": "NoInv",
      "Total": 20.000000,
      "TotalForeign": null,
      "Job": null,
      "TaxCode": {
        "UID": "3b200a79-7ec4-4fd5-9bbb-7522da6db7da",
        "Code": "S15",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/GeneralLedger/TaxCode/3b200a79-7ec4-4fd5-9bbb-7522da6db7da"
      },
      "RowVersion": "4692474834301485056"
    },
    {
      "RowID": 2175,         //Service line
      "ShipQuantity": 0.000000,
      "UnitPrice": 10.000000,
      "UnitOfMeasure": "1",
      "UnitCount": 1.000000,
      "UnitPriceForeign": null,
      "DiscountPercent": 0.000000,
      "CostOfGoodsSold": 0.0,
      "Item": null,
      "Account": {   //Account selected for a service line
        "UID": "4d982871-aa02-4200-89bf-81a912baf4fc",
        "Name": "Business Insurance",
        "DisplayID": "6-8100",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/GeneralLedger/Account/4d982871-aa02-4200-89bf-81a912baf4fc"
      },
      "Location": null,
      "Type": "Transaction",
      "Description": "Service Line",
      "Total": 10.000000,
      "TotalForeign": null,
      "Job": null,
      "TaxCode": {
        "UID": "3b200a79-7ec4-4fd5-9bbb-7522da6db7da",
        "Code": "S15",
        "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/GeneralLedger/TaxCode/3b200a79-7ec4-4fd5-9bbb-7522da6db7da"
      },
      "RowVersion": "5124820398529052672"
    }
  ],
  "Status": "Open",
  "ShipToAddress": "New Zealand",
  "Terms": {
    "PaymentIsDue": "InAGivenNumberOfDays",
    "DiscountDate": 0,
    "BalanceDueDate": 30,
    "DiscountForEarlyPayment": 0.0,
    "MonthlyChargeForLatePayment": 0.0,
    "DiscountExpiryDate": "2020-03-25T00:00:00",
    "Discount": 0.00,
    "DiscountForeign": null,
    "DueDate": "2020-04-24T00:00:00",
    "FinanceCharge": 0.0,
    "FinanceChargeForeign": null
  },
  "IsTaxInclusive": true,
  "Subtotal": 30.000000,
  "SubtotalForeign": null,
  "Freight": 0.000000,
  "FreightForeign": null,
  "FreightTaxCode": {
    "UID": "3b200a79-7ec4-4fd5-9bbb-7522da6db7da",
    "Code": "S15",
    "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/GeneralLedger/TaxCode/3b200a79-7ec4-4fd5-9bbb-7522da6db7da"
  },
  "TotalTax": 3.910000,
  "TotalTaxForeign": null,
  "TotalAmount": 30.000000,
  "TotalAmountForeign": null,
  "Category": null,
  "Salesperson": null,
  "Comment": "",
  "ShippingMethod": null,
  "JournalMemo": "Sale; Test, Test",
  "ReferralSource": null,
  "InvoiceDeliveryStatus": "PrintAndEmail",
  "LastPaymentDate": null,
  "Order": null,
  "OnlinePaymentMethod": "All",
  "ForeignCurrency": null,
  "CurrencyExchangeRate": null,
  "LastModified": "2020-03-25T03:48:02.217",
  "URI": "https://ar1.api.myob.com/accountright/10bead16-2732-4b43-8224-b33d6314ce33/Sale/Invoice/Item/392f7c5a-aafb-4b24-9dd8-441262a7a022",
  "RowVersion": "4404244458149773312"
}
 

 

POST/PUT requests: 
Creation or updating a sale or purchase item layout transaction with a none-inventoried item can be achieved with or without Account information. i.e. Account is not mandatory for an item line. Please confirm below diagram for details:
631c4cba-b3c7-4401-bf9a-48af6912874a.png


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