Accounts: Required Attributes and Path Parameters
This section lists the required attributes and path parameters for the request payloads of the Accounts resource and its child resources.
The following table shows the relation between the parent resource and its child resources.
Parent Level |
Account |
Child Resources |
Address |
Address > Address Purpose |
|
Primary Address |
|
Relationship |
|
Sales Team Member |
|
Note |
|
Attachments |
|
AUX Classification |
The following table lists the attributes required for the POST method for Accounts resource.
Resource | Attribute | Attribute Description |
---|---|---|
Account Note: When creating an account, the account type can be ZCA_CONTACT, ZCA_CUSTOMER OR ZCA_PROSPECT. If the account type is not provided, then the default account type is set as ZCA_PROSPECT. |
Organization Name |
The name of the account. |
The following table lists the attributes required for the POST method for Accounts child resources.
Resource | Attribute | Attribute Description |
---|---|---|
Account > Address For accounts, the address is required based
on the profile option code ZCA_ACCOUNT_ADDRESS_REQUIRED_ENABLED. If
the profile option is set as,
|
Address1 |
The first line of the address. |
Address2 |
The second line of the address. |
|
Country |
The country code of the address. The list of values for countries is available in the CountryLOV.. |
|
Account > Address > Address Purpose |
Purpose |
The purpose of the address. A list of valid values is defined in the lookup PARTY_SITE_USE_CODE. Review and update the codes using the Setup and Maintenance work area, Manage Standard Lookups task. |
Account > Primary Address |
AddressLine1 |
The first line of the primary address. |
AddressLine2 |
The second line of the primary address. |
|
Country |
The country code of the primary address. The list of values for countries is available in the CountryLOV. |
|
Account > Relationship |
SubjectPartyNumber |
The alternate key identifier for the subject party of the relationship. |
RelationshipType |
The relationship type such as CUSTOMER_SUPPLIER. A list of valid relationship types is defined in the lookup HZ_RELATIONSHIP_TYPE. Review and update the codes using the Setup and Maintenance task, Manage Relationship Lookups. The list of values for relationship types is available in the RelationshipTypeLookupLOV. |
|
RelationshipCode |
The code of the relationship that specifies if this is a forward or a backward relationship code. A list of valid relationship codes is defined in the lookup PARTY_RELATIONS_TYPE. Review and update the codes using the Setup and Maintenance task, Manage Relationship Lookups. The list of values for relationship codes is available in the RelationshipCodeLookupLOV. |
|
Account > Sales Team Member |
AccessLevelCode |
The access level determines the type of access granted to the resource as well as managers of the organizations. The possible values are contained in the ZCA_ACCESS_LEVEL lookup. The list of values for access level codes is available in the AccessLevelLOV. |
LockAssignmentFlag |
The flag indicates automatic territory assignment cannot remove the sales account team resource when this flag is Y. When a sales account team member is added manually, this flag is defaulted to Y. |
|
AssignmentTypeCode |
The code indicating how the resource is assigned to the sales account team. The possible values are available in the ZCA_ASSIGNMENT_TYPE lookup. |
|
ResourceEmailAddress |
The unique identifier for the resource. |
|
Account > Note |
NoteTxt |
This is the column which will store the actual note text. |
NoteTypeCode |
This is the note type code for categorization of note. The list of values for note type codes is available in the NoteSourceTypeVA. |
|
VisibilityCode |
This is the attribute to specify the visibility level of the note. The list of values for visibility codes is available in the NoteVisibilityLookupVA. |
|
Account > Attachments |
DataTypeCode |
A value that indicates the data type. |
FileName |
The file name of the attachment. |
|
UploadedText |
The text of the attachment. |
|
CategoryName |
The category of the attachment. |
|
Account > Aux Classification |
ClassCategory |
The name of the classification category. |
ClassCode |
A valid classification code corresponding to the classification category. |
The following table lists the path parameters required for the PATCH method for Accounts resource.
Resource | Path | Path Parameters |
---|---|---|
Account |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber} |
PartyNumber |
The following table lists the path parameters required for the PATCH method for Accounts child resources.
Resource | Path | Path Parameters |
---|---|---|
Account > Address |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/Address/{AddressNumber} |
PartyNumber AddressNumber |
Account > Address > Address Purpose |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/Address/{AddressNumber}/child/AddressPurpose/{AddressPurposeId} |
PartyNumber AddressNumber AddressPurposeId |
Account > Primary Address |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/PrimaryAddress/{AddressNumber} |
PartyNumber AddressNumber |
Account > Relationship |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/Relationship/{RelationshipRecId} |
PartyNumber RelationshipRecId |
Account > SalesTeamMember |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/SalesTeamMember/{SalesTeamMemberId} |
PartyNumber SalesTeamMemberId |
Account > Note |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/Note/{NoteId} |
PartyNumber NoteId |
Account > Attachment |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/Attachment/{AttachmentUniqID} |
PartyNumber AttachmentUniqID |
Account > AUX Classification |
/crmRestApi/resources/11.13.18.10/accounts/{PartyNumber}/child/CustomerClassification/{CodeAssignmentId} |
PartyNumber CodeAssignmentId |