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• Request
• Response
• Examples

Create a customer classification

post

/crmRestApi/resources/11.13.18.05/contacts/{PartyNumber}/child/CustomerClassification

Request

Path Parameters

• PartyNumber(required): string
  The alternate key identifier for the contact party. The profile option HZ_GENERATE_PARTY_NUMBER controls whether the attribute value can be system generated or user-provided during create. Review and update the value for this attribute using the Setup and Maintenance work area, Manage Trading Community Common Profile Options task. Inactive records can't be updated.

Header Parameters

• Metadata-Context:
  If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
• REST-Framework-Version:
  The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
• Upsert-Mode:
  Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.

Supported Media Types

• application/json

Request Body - application/json ()

Root Schema : schema

Type: object

Show Source

• ClassCategory: string
  Title: Classification Category

  Maximum Length: 30

  The name of the classification category.
• ClassCode: string
  Title: Classification Code

  Maximum Length: 30

  The code indicating the classification category of the customer. For example, High Technology, Customer, or Telecom.
• CreatedByModule: string
  Title: Created by Module

  Maximum Length: 30

  The application module that created the customer classification. Defaulted to value HZ_WS for all web service based creation. A list of valid certification level codes is defined in the lookup HZ_CREATED_BY_MODULES. You can review and update the codes using the Setup and Maintenance task, Manage Trading Community Common Lookups.
• EndDateActive: string (date)
  Title: End Date

  The date from which the classification code is no longer valid.
• PartyId: integer (int64)
  Title: Party ID

  The unique Identifier of the account, contact or household with which the classification is associated.
• PartyNumber: string
  Title: Party Number

  Maximum Length: 30

  The unique alternate identifier of the account, contact, or household with which the classification is associated. Inactive records can't be updated.
• PartySourceSystem: string
  Title: Party Source System

  The name of the external source system of the account, contact, or household with which the classification is associated.
• PartySourceSystemReferenceValue: string
  Title: Party Source System Reference Value

  The unique identifier from external source system for the account, contact or household with which the classification is associated.
• PrimaryFlag: boolean
  Title: Primary

  Maximum Length: 1

  Default Value: false

  Indicates if the customer classification is the primary classification. The default value is false.
• SourceSystem: string
  Title: Source System

  The name of external source system where the customer classification is imported from. The values are configured in Setup and Maintenance work area, Manage Trading Community Source Systems task.
• SourceSystemReferenceValue: string
  Title: Source System Reference Value

  The unique identifier for the customer classification in the external source.
• StartDateActive: string (date)
  Title: Start Date

  The date on which the customer classification was created.
• Status: string
  Title: Status

  Maximum Length: 1

  Default Value: A

  Indicates if the code assignment is active or inactive. The code assignment is active if the value is A, and inactive if the value is I.

{
    "type":"object",
    "properties":{
        "Status":{
            "title":"Status",
            "maxLength":1,
            "type":"string",
            "description":"Indicates if the code assignment is active or inactive. The code assignment is active if the value is A, and inactive if the value is I.",
            "nullable":true,
            "default":"A"
        },
        "PrimaryFlag":{
            "title":"Primary",
            "maxLength":1,
            "type":"boolean",
            "description":"Indicates if the customer classification is the primary classification. The default value is false.",
            "nullable":false,
            "default":false
        },
        "PartySourceSystem":{
            "title":"Party Source System",
            "type":"string",
            "description":"The name of the external source system of the account, contact, or household with which the classification is associated.",
            "nullable":true
        },
        "ClassCategory":{
            "title":"Classification Category",
            "maxLength":30,
            "type":"string",
            "description":"The name of the classification category.",
            "nullable":false
        },
        "SourceSystemReferenceValue":{
            "title":"Source System Reference Value",
            "type":"string",
            "description":"The unique identifier for the customer classification in the external source.",
            "nullable":true
        },
        "PartySourceSystemReferenceValue":{
            "title":"Party Source System Reference Value",
            "type":"string",
            "description":"The unique identifier from external source system for the account, contact or household with which the classification is associated.",
            "nullable":true
        },
        "StartDateActive":{
            "title":"Start Date",
            "type":"string",
            "description":"The date on which the customer classification was created.",
            "format":"date",
            "nullable":false
        },
        "PartyNumber":{
            "title":"Party Number",
            "maxLength":30,
            "type":"string",
            "description":"The unique alternate identifier of the account, contact, or household with which the classification is associated. Inactive records can't be updated.",
            "nullable":false
        },
        "EndDateActive":{
            "title":"End Date",
            "type":"string",
            "description":"The date from which the classification code is no longer valid.",
            "format":"date",
            "nullable":true
        },
        "ClassCode":{
            "title":"Classification Code",
            "maxLength":30,
            "type":"string",
            "description":"The code indicating the classification category of the customer. For example, High Technology, Customer, or Telecom.",
            "nullable":false,
            "x-hints":{
                "controlType":"combo_lov"
            }
        },
        "PartyId":{
            "title":"Party ID",
            "type":"integer",
            "description":"The unique Identifier of the account, contact or household with which the classification is associated.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":18
            }
        },
        "CreatedByModule":{
            "title":"Created by Module",
            "maxLength":30,
            "type":"string",
            "description":"The application module that created the customer classification. Defaulted to value HZ_WS for all web service based creation. A list of valid certification level codes is defined in the lookup HZ_CREATED_BY_MODULES. You can review and update the codes using the Setup and Maintenance task, Manage Trading Community Common Lookups.",
            "nullable":false
        },
        "SourceSystem":{
            "title":"Source System",
            "type":"string",
            "description":"The name of external source system where the customer classification is imported from. The values are configured in Setup and Maintenance work area, Manage Trading Community Source Systems task.",
            "nullable":true
        }
    }
}

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Response

Supported Media Types

• application/json

Default Response

The following table describes the default response for this task.

Headers

• Metadata-Context:
  If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
• REST-Framework-Version:
  The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.

Body ()

Root Schema : contacts-CustomerClassification-item-response

Type: object

Show Source

• ClassCategory: string
  Title: Classification Category

  Maximum Length: 30

  The name of the classification category.
• ClassCode: string
  Title: Classification Code

  Maximum Length: 30

  The code indicating the classification category of the customer. For example, High Technology, Customer, or Telecom.
• ClassCodeMeaning: string
  Title: Classification Code Meaning

  Read Only: true

  Maximum Length: 80

  A valid classification code meaning corresponding to the classification code.
• CodeAssignmentId: integer (int64)
  Title: Code Assignment ID

  Read Only: true

  The unique identifier for the customer classification assignment.
• ConflictId: integer (int64)
  Read Only: true

  Default Value: 0

  The unique identifier of the conflict. This number is used by mobile or portable applications that consume the web service.
• CreatedBy: string
  Title: Created By

  Read Only: true

  Maximum Length: 64

  The user who created the record.
• CreatedByModule: string
  Title: Created by Module

  Maximum Length: 30

  The application module that created the customer classification. Defaulted to value HZ_WS for all web service based creation. A list of valid certification level codes is defined in the lookup HZ_CREATED_BY_MODULES. You can review and update the codes using the Setup and Maintenance task, Manage Trading Community Common Lookups.
• CreationDate: string (date-time)
  Title: Creation Date

  Read Only: true

  The date when the record was created.
• EndDateActive: string (date)
  Title: End Date

  The date from which the classification code is no longer valid.
• IsAuxClassificationFlag: boolean
  Title: Auxiliary Classification Status

  Read Only: true

  Indicates whether the classification category is an user-defined group classification category. The default value is false.
• IsIndustryFlag: boolean
  Title: Industry Type Status

  Read Only: true

  Indicates whether the classification category is an industry group classification category. The default value is false.
• IsOrgTypeFlag: boolean
  Title: Organization Type Status

  Read Only: true

  Indicates whether the classification category is an organization type classification category. The default value is false.
• LastUpdateDate: string (date-time)
  Title: Last Updated Date

  Read Only: true

  The date when the record was last updated.
• LastUpdatedBy: string
  Title: Last Updated By

  Read Only: true

  Maximum Length: 64

  The user who last updated the record.
• LastUpdateLogin: string
  Title: Last Update Login

  Read Only: true

  Maximum Length: 32

  The login of the user who last updated the record.
• links: array Links
  Title: Links

  The link relations associated with the resource instance.
• PartyId: integer (int64)
  Title: Party ID

  The unique Identifier of the account, contact or household with which the classification is associated.
• PartyNumber: string
  Title: Party Number

  Maximum Length: 30

  The unique alternate identifier of the account, contact, or household with which the classification is associated. Inactive records can't be updated.
• PartySourceSystem: string
  Title: Party Source System

  The name of the external source system of the account, contact, or household with which the classification is associated.
• PartySourceSystemReferenceValue: string
  Title: Party Source System Reference Value

  The unique identifier from external source system for the account, contact or household with which the classification is associated.
• PartyType: string
  Title: Party Type

  Read Only: true

  Maximum Length: 30

  The type of the party, such as account, contact, or household.
• PrimaryFlag: boolean
  Title: Primary

  Maximum Length: 1

  Default Value: false

  Indicates if the customer classification is the primary classification. The default value is false.
• SourceSystem: string
  Title: Source System

  The name of external source system where the customer classification is imported from. The values are configured in Setup and Maintenance work area, Manage Trading Community Source Systems task.
• SourceSystemReferenceValue: string
  Title: Source System Reference Value

  The unique identifier for the customer classification in the external source.
• StartDateActive: string (date)
  Title: Start Date

  The date on which the customer classification was created.
• Status: string
  Title: Status

  Maximum Length: 1

  Default Value: A

  Indicates if the code assignment is active or inactive. The code assignment is active if the value is A, and inactive if the value is I.

{
    "type":"object",
    "properties":{
        "CreationDate":{
            "title":"Creation Date",
            "type":"string",
            "description":"The date when the record was created.",
            "format":"date-time",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "ClassCodeMeaning":{
            "title":"Classification Code Meaning",
            "maxLength":80,
            "type":"string",
            "description":"A valid classification code meaning corresponding to the classification code.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "PrimaryFlag":{
            "title":"Primary",
            "maxLength":1,
            "type":"boolean",
            "description":"Indicates if the customer classification is the primary classification. The default value is false.",
            "nullable":false,
            "default":false,
            "x-queryable":true
        },
        "IsAuxClassificationFlag":{
            "title":"Auxiliary Classification Status",
            "type":"boolean",
            "description":"Indicates whether the classification category is an user-defined group classification category. The default value is false.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":true
        },
        "ClassCategory":{
            "title":"Classification Category",
            "maxLength":30,
            "type":"string",
            "description":"The name of the classification category.",
            "nullable":false,
            "x-queryable":true
        },
        "ConflictId":{
            "type":"integer",
            "description":"The unique identifier of the conflict. This number is used by mobile or portable applications that consume the web service.",
            "format":"int64",
            "nullable":false,
            "readOnly":true,
            "default":0,
            "x-hints":{
                "precision":18
            },
            "x-queryable":true
        },
        "PartySourceSystemReferenceValue":{
            "title":"Party Source System Reference Value",
            "type":"string",
            "description":"The unique identifier from external source system for the account, contact or household with which the classification is associated.",
            "nullable":true,
            "x-queryable":true
        },
        "StartDateActive":{
            "title":"Start Date",
            "type":"string",
            "description":"The date on which the customer classification was created.",
            "format":"date",
            "nullable":false,
            "x-queryable":true
        },
        "links":{
            "title":"Links",
            "type":"array",
            "description":"The link relations associated with the resource instance.",
            "items":{
                "$ref":"#/components/schemas/link"
            }
        },
        "CreatedByModule":{
            "title":"Created by Module",
            "maxLength":30,
            "type":"string",
            "description":"The application module that created the customer classification. Defaulted to value HZ_WS for all web service based creation. A list of valid certification level codes is defined in the lookup HZ_CREATED_BY_MODULES. You can review and update the codes using the Setup and Maintenance task, Manage Trading Community Common Lookups.",
            "nullable":false,
            "x-queryable":true
        },
        "IsOrgTypeFlag":{
            "title":"Organization Type Status",
            "type":"boolean",
            "description":"Indicates whether the classification category is an organization type classification category. The default value is false.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":true
        },
        "PartyType":{
            "title":"Party Type",
            "maxLength":30,
            "type":"string",
            "description":"The type of the party, such as account, contact, or household.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "IsIndustryFlag":{
            "title":"Industry Type Status",
            "type":"boolean",
            "description":"Indicates whether the classification category is an industry group classification category. The default value is false.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":true
        },
        "LastUpdatedBy":{
            "title":"Last Updated By",
            "maxLength":64,
            "type":"string",
            "description":"The user who last updated the record.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "Status":{
            "title":"Status",
            "maxLength":1,
            "type":"string",
            "description":"Indicates if the code assignment is active or inactive. The code assignment is active if the value is A, and inactive if the value is I.",
            "nullable":true,
            "default":"A",
            "x-queryable":true
        },
        "CodeAssignmentId":{
            "title":"Code Assignment ID",
            "type":"integer",
            "description":"The unique identifier for the customer classification assignment.",
            "format":"int64",
            "nullable":false,
            "readOnly":true,
            "x-hints":{
                "precision":18
            },
            "x-queryable":true
        },
        "CreatedBy":{
            "title":"Created By",
            "maxLength":64,
            "type":"string",
            "description":"The user who created the record.",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "PartySourceSystem":{
            "title":"Party Source System",
            "type":"string",
            "description":"The name of the external source system of the account, contact, or household with which the classification is associated.",
            "nullable":true,
            "x-queryable":true
        },
        "SourceSystemReferenceValue":{
            "title":"Source System Reference Value",
            "type":"string",
            "description":"The unique identifier for the customer classification in the external source.",
            "nullable":true,
            "x-queryable":true
        },
        "PartyNumber":{
            "title":"Party Number",
            "maxLength":30,
            "type":"string",
            "description":"The unique alternate identifier of the account, contact, or household with which the classification is associated. Inactive records can't be updated.",
            "nullable":false,
            "x-queryable":true
        },
        "EndDateActive":{
            "title":"End Date",
            "type":"string",
            "description":"The date from which the classification code is no longer valid.",
            "format":"date",
            "nullable":true,
            "x-queryable":true
        },
        "ClassCode":{
            "title":"Classification Code",
            "maxLength":30,
            "type":"string",
            "description":"The code indicating the classification category of the customer. For example, High Technology, Customer, or Telecom.",
            "nullable":false,
            "x-hints":{
                "controlType":"combo_lov"
            },
            "x-queryable":true
        },
        "PartyId":{
            "title":"Party ID",
            "type":"integer",
            "description":"The unique Identifier of the account, contact or household with which the classification is associated.",
            "format":"int64",
            "nullable":true,
            "x-hints":{
                "precision":18
            },
            "x-queryable":true
        },
        "SourceSystem":{
            "title":"Source System",
            "type":"string",
            "description":"The name of external source system where the customer classification is imported from. The values are configured in Setup and Maintenance work area, Manage Trading Community Source Systems task.",
            "nullable":true,
            "x-queryable":true
        },
        "LastUpdateDate":{
            "title":"Last Updated Date",
            "type":"string",
            "description":"The date when the record was last updated.",
            "format":"date-time",
            "nullable":false,
            "readOnly":true,
            "x-queryable":true
        },
        "LastUpdateLogin":{
            "title":"Last Update Login",
            "maxLength":32,
            "type":"string",
            "description":"The login of the user who last updated the record.",
            "nullable":true,
            "readOnly":true,
            "x-queryable":true
        }
    }
}

Nested Schema : Links

Type: array

Title: Links

The link relations associated with the resource instance.

Show Source

• Array of: object link

{
    "title":"Links",
    "type":"array",
    "description":"The link relations associated with the resource instance.",
    "items":{
        "$ref":"#/components/schemas/link"
    }
}

Nested Schema : link

Type: object

Show Source

• href: string
  Title: hyperlink reference

  The URI to the related resource.
• kind: string
  Title: kind

  Allowed Values: [ "collection", "item", "describe", "other" ]

  The kind of the related resource.
• name: string
  Title: name

  The name of the link to the related resource.
• properties: object properties
• rel: string
  Title: relation

  Allowed Values: [ "self", "lov", "parent", "canonical", "child", "enclosure", "action", "custom" ]

  The name of the relation to the resource instance. Example: self.

{
    "type":"object",
    "properties":{
        "kind":{
            "title":"kind",
            "type":"string",
            "description":"The kind of the related resource.",
            "enum":[
                "collection",
                "item",
                "describe",
                "other"
            ]
        },
        "rel":{
            "title":"relation",
            "type":"string",
            "description":"The name of the relation to the resource instance.  Example: self.",
            "enum":[
                "self",
                "lov",
                "parent",
                "canonical",
                "child",
                "enclosure",
                "action",
                "custom"
            ]
        },
        "name":{
            "title":"name",
            "type":"string",
            "description":"The name of the link to the related resource."
        },
        "href":{
            "title":"hyperlink reference",
            "type":"string",
            "description":"The URI to the related resource."
        },
        "properties":{
            "type":"object",
            "properties":{
                "changeIndicator":{
                    "type":"string",
                    "description":"Change indicator or the ETag value of the resource instance."
                }
            }
        }
    }
}

Nested Schema : properties

Type: object

Show Source

• changeIndicator: string
  Change indicator or the ETag value of the resource instance.

{
    "type":"object",
    "properties":{
        "changeIndicator":{
            "type":"string",
            "description":"Change indicator or the ETag value of the resource instance."
        }
    }
}

Links

ClassCodesVA

Operation: /crmRestApi/resources/11.13.18.05/classCodes

Parameters:

• finder: ClassCategoryFinder%3BBindClassCategory%3D{ClassCategory}

List of values indicating the Class Codes.

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Examples

The following example shows how to create a customer classification by submitting a post request on the REST resource using cURL.

Example of Request Body

The following shows an example of the request body in JSON format.

{
    "ClassCategory":"ORGANIZATION_TYPE",
    "ClassCode":"A: Commercial"
}

Example of Response Body

The following shows an example of the response body in JSON format.

{
  "PartyId": 300100091050713,
  "PartyNumber": "CDRM_517466",
  "PartySourceSystem": null,
  "PartySourceSystemReferenceValue": null,
  "CodeAssignmentId": 300100091102292,
  "ClassCategory": "ORGANIZATION_TYPE",
  "ClassCode": "A: Commercial",
  "StartDateActive": "2016-07-27",
  "EndDateActive": "4712-12-31",
  "CreatedBy": "SALES_ADMIN",
  "CreatedByModule": "HZ_WS",
  "CreationDate": "2016-07-27T02:30:26-07:00",
  "LastUpdateDate": "2016-07-27T02:30:26-07:00",
  "LastUpdateLogin": "3882C39353CC51E4E053B80AF40A2F43",
  "LastUpdatedBy": "SALES_ADMIN",
  "Status": "A",
  "PrimaryFlag": true,
  "IsAuxClassificationFlag": "false",
  "IsOrgTypeFlag": "true",
  "IsIndustryFlag": "false",
  "PartyType": "CONTACT",
  "SourceSystem": null,
  "SourceSystemReferenceValue": null,
  "links": [
    ...
  ]
}

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