Use Case For Creating a Progress Sales Order

Creating a progress sales order is similar to creating a new sales order. For a progress sales order, change the custom form to Standard Sales Order - Progress Billing. You do this through REST by setting the custom form value when sending your REST request.

Custom Form Name

Custom Form ID

Standard Sales Order (default)

68

Standard Sales Order - Progress Billing

86

To complete the sales order, you need to add:

You can also modify the following optional fields:

Field on the Sales Order

Corresponding Field on the Custom Form

Valid Values

date

trandate

YYYY-MM-DD

status

orderstatus

A - Pending Approval

B - Pending Fulfillment

billing terms

terms

see the terms table in the database

For more information, see Creating Progress Sales Orders.

Progress Sales Order

          POST {{REST_SERVICES}}/record/v1/salesorder

{
    "customform": 86,  //For custom form "Standard Sales Order - Progress Billing"
    "entity": {
        "id": "110"
    },
    "trandate": "2020-07-30",  //optional field
    "orderstatus": "B",  //optional field
    "terms": 3,  //optional field
    "item": {
        "items": [
            {
                "item": {
                    "id": 98
                },
                "quantity": 1
            },
            {
                "item": {
                    "id": 98
                },
                "quantity": 2
            },
            {
                "item": {
                    "id": 98
                },
                "quantity": 3
            } 
        ]
    }
} 

        

Related Topics

General Notices