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,
  • NO: Address is not required.
  • YES: Address is required for all account types (such as ZCA_PROSPECT, ZCA_CONTACT and ZCA_CUSTOMER).
  • Required for Customer: Address is necessary for the account type ZCA_CUSTOMER, in which case Address1 and Country is required, while Address2 is optional.

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