Process Statement Of Accounts
Customer statements, printed or sent on a schedule.
Area: The retailer's setup · Why it is here: card debtors-statement; guide chapter 04 · Fields: 39
Read and write it
Every call runs as your app's own user, with its key in one header, at the retailer's own address. The user reads and writes only what its role allows: your app's user, and the rights the retailer gives it.
Read a list (only name unless you ask for fields):
curl -s "https://⟨site⟩/api/resource/Process%20Statement%20Of%20Accounts?fields=%5B%22*%22%5D&limit_page_length=20" \
-H "Authorization: token ⟨api key⟩:⟨api secret⟩"
Read one, with its tables:
curl -s "https://⟨site⟩/api/resource/Process%20Statement%20Of%20Accounts/⟨name⟩" -H "Authorization: token ⟨api key⟩:⟨api secret⟩"
Create one (the required fields first), if your app's role may:
curl -s -X POST "https://⟨site⟩/api/resource/Process%20Statement%20Of%20Accounts" -H "Authorization: token ⟨api key⟩:⟨api secret⟩" \
-H "Content-Type: application/json" -d '{"report": …, "company": …, "customers": …}'
Change one with PUT /api/resource/Process%20Statement%20Of%20Accounts/⟨name⟩ and the fields you change; a table sent there replaces its rows, so send its existing rows too. All the record calls and their answers: the API reference.
Fields
Read from the product at POS 2.1.0.667 (till app 60147699c): its own fields, the fields iVendNext adds to it, and iVendNext's changes to any of them. Read-only fields are set by iVendNext; a hidden one is not on the form but can be read. Every record also has name (its id, in the address), owner, creation, modified, modified_by and docstatus (0 a draft, 1 submitted, 2 cancelled), all read-only.
| Field | Field name | Type | Required | Read-only | Hidden | Links to |
|---|---|---|---|---|---|---|
| Report | report |
Select | yes | one of: General Ledger, Accounts Receivable | ||
| From Date | from_date |
Date | ||||
| Posting Date | posting_date |
Date | ||||
| Company | company |
Link | yes | Company | ||
| Account | account |
Link | Account | |||
| Group By | group_by |
Select | one of: Group by Voucher, Group by Voucher (Consolidated) | |||
| Cost Center | cost_center |
Table MultiSelect | PSOA Cost Center | |||
| Territory | territory |
Link | Territory | |||
| Ignore Exchange Rate Revaluation Journals | ignore_exchange_rate_revaluation_journals |
Check | ||||
| Ignore System Generated Credit / Debit Notes | ignore_cr_dr_notes |
Check | ||||
| To Date | to_date |
Date | ||||
| Finance Book | finance_book |
Link | Finance Book | |||
| Currency | currency |
Link | Currency | |||
| Project | project |
Table MultiSelect | PSOA Project | |||
| Payment Terms Template | payment_terms_template |
Link | Payment Terms Template | |||
| Sales Partner | sales_partner |
Link | Sales Partner | |||
| Sales Person | sales_person |
Link | Sales Person | |||
| Show Remarks | show_remarks |
Check | ||||
| Based On Payment Terms | based_on_payment_terms |
Check | ||||
| Select Customers By | customer_collection |
Select | one of: Customer Group, Territory, Sales Partner, Sales Person | |||
| Recipient | collection_name |
Dynamic Link | ||||
| Send To Primary Contact | primary_mandatory |
Check | ||||
| Show Net Values in Party Account | show_net_values_in_party_account |
Check | ||||
| Customers | customers |
Table | yes | Process Statement Of Accounts Customer | ||
| Orientation | orientation |
Select | one of: Landscape, Portrait | |||
| Page Break After Each SoA | include_break |
Check | ||||
| Include Ageing Summary | include_ageing |
Check | ||||
| Ageing Based On | ageing_based_on |
Select | one of: Due Date, Posting Date | |||
| Letter Head | letter_head |
Link | Letter Head | |||
| Terms and Conditions | terms_and_conditions |
Link | Terms and Conditions | |||
| Enable Auto Email | enable_auto_email |
Check | ||||
| Sender | sender |
Link | Email Account | |||
| Frequency | frequency |
Select | one of: Weekly, Monthly, Quarterly | |||
| Filter Duration (Months) | filter_duration |
Int | ||||
| Start Date | start_date |
Date | ||||
| PDF Name | pdf_name |
Data | ||||
| Subject | subject |
Data | ||||
| CC To | cc_to |
Table MultiSelect | Process Statement Of Accounts CC | |||
| Body | body |
Text Editor |
Table: PSOA Cost Center
The rows of cost_center. Each row also has idx (its place), parent, parentfield and parenttype.
| Field | Field name | Type | Required | Read-only | Hidden | Links to |
|---|---|---|---|---|---|---|
| Cost Center | cost_center_name |
Link | yes | Cost Center |
Table: PSOA Project
The rows of project. Each row also has idx (its place), parent, parentfield and parenttype.
| Field | Field name | Type | Required | Read-only | Hidden | Links to |
|---|---|---|---|---|---|---|
| Project | project_name |
Link | Project |
Table: Process Statement Of Accounts CC
The rows of cc_to. Each row also has idx (its place), parent, parentfield and parenttype.
| Field | Field name | Type | Required | Read-only | Hidden | Links to |
|---|---|---|---|---|---|---|
| CC | cc |
Link | User |
Table: Process Statement Of Accounts Customer
The rows of customers. Each row also has idx (its place), parent, parentfield and parenttype.
| Field | Field name | Type | Required | Read-only | Hidden | Links to |
|---|---|---|---|---|---|---|
| Customer | customer |
Link | yes | Customer | ||
| Customer Name | customer_name |
Data | yes | |||
| Billing Email | billing_email |
Data | ||||
| Primary Contact Email | primary_email |
Read Only | yes |