RPM Software

AccountAdd(
     object Account 
)

Add and Account to a Customer

Request

Request Data:

• (object) Account(required)
  • (string) Name (required) – Account Name
  • (int) CustomerID (required) – Identify the Customer by ID
  • (string) CustomerName (required) – Identify the Customer by Name (it will be ignored if CustomerID is provided.
  • (int) SupplierID (required) – Identify the Supplier by ID.
  • (string) SupplierName (required) – Identify the Supplier by Name (it will be ignored if SupplierID is provided.
  • (int) LocationID (optional) – Identify the Location by ID.
  • (string) LocationName (optional) – Identify the Location by Name (it will be ignored if LocationID is provided.
  • (int) AssignedRepID (optional) – Identify the account’s Assigned Rep by ID.
  • (string) AssignedRep (optional) – Identify the account’s Assigned Rep by Name (it will be ignored if AssignedRepID is provided). Must be used along with AssignedRepAgencyID or AssignedRepAgency.
    • (int) AssignedRepAgencyID (optional) – identify the named rep by agency ID.
    • (string) AssignedRepAgency (optional) – identify the named rep by agency name (it will be ignored if AssignedRepAgencyID is provided).
  • (int) AccountGroupID (optional) – Identify the Account Group by ID.
  • (string) AccountGroupName (optional) – Identify the Account Group by Name (it will be ignored if AccountGroupID is provided
  • (array) Fields (required) – list of custom fields object.

{
    "Account":
    {
        "Name": <string>,
        "CustomerID": <int>,
        "CustomerName": <string>,
        "SupplierID": <int>,
        "SupplierName": <string>,
        "LocationID": <int>,
        "LocationName": <string>,
        "AccountGroupID": <int>,
        "AssignedRep": <string>, // Since RPM28
        "AssignedRepID": <int>, // Since RPM28
        "AssignedRepAgencyName": <string>, // Since RPM28: To be used along AssignedRep
        "AssignedRepAgencyID": <string>, // Since RPM28: To be used along AssignedRep
        "AccountGroupName": <string>,
        "Fields": [
            {
                "Field": <string>,
                "Value": <string>
            },
            <... more custom fields>
        ]
    }
}

Response

Same JSON strucure as the Account Endpoint

Errors

• “Permission denied”
  This endpoint requires the user’s role to have “Commissions section” and “Commissions setup”
• “An account name is required”
• “A valid customer is required”
• “A valid supplier is required”
• “A unique account number is required”
• “The location specified is not valid” – When the specified Location does not belong to the specified customer
• “A valid rep is required” – if the Assigned Rep provided does not exist.