19. Requisition

Interface

It allows you:

• to insert new requisitions (master&details)

• to view requisitions and their details

• to process requisitions

Prerequisites:

In order to use this API Method for inserting or updating data there must be accomplished the following requirements in SocrateCloud:

• to have an active Organization.

• to have an active Employee (User)

• to have an active Warehouse

• to have an active Price List

Columns that can be used as filters:

• Organization (Name)

• DocumentNo 

• IsApproved

• Activity (Value)

• DateRequired - Range

• DocumentDate - Range

• User (Name)

• User_ID (AD_User_ID)

• BPartner (Value)

• BPartner_ID (M_BPartner_ID)

• Project (Value)

• ProjectPhase (Name)

• ProjectTask (Name)

• Employee (Value)

• Asset (Value)

• DocumentStatus (Name)

• PriceList (Name)

• Warehouse (Value)

• Warehouse_ID

Actions that can be done:

• list

• create

• process

Requisition fields (Master&Details)

In SocrateCloud, a Requisition has the following structure:

• Master document (see Requisition Master) which contains data about the header document:

  • Organization

  • Document Type

  • DocumentNo

  • Date Required

  • Document Date

  • User 

  • Priority Rule

  • Warehuse 

  • Price List

  • AutoInternal 

  • Description

  • Project

  • Project Phase

  • Project Task

  • Activity

  • Campaign

  • Asset

  • Organization Trx

  • Employee

• Document details (see Requisition Details):

  • Organization

  • Description

  • Product

  • Charge

  • Unit of measure

  • Quantity Entered

  • Price Actual

  • Sales Representative

  • Business Partner

  • Project

  • Project Phase

  • Project Task

  • Activity

  • Campaign

  • Asset

  • Organization Trx

  • Employee

To update only master data, or specific Requisition lines see Requisition Master or Requisition Details chapters.

API Methods:

List:

URL: https://api.socratecloud.com/webapi/rest/requisition/full/list/0?startRow={0}&endRow={100}&accessToken={access_token}

Method: GET

Available filter parameters:

• • Organization (Name)

  • DocumentNo 

  • IsApproved

  • Activity (Value)

  • DateRequired - Range

  • DocumentDate - Range

  • User (Name)

  • User_ID (AD_User_ID)

  • BPartner (Value)

  • BPartner_ID (M_BPartner_ID)

  • Project (Value)

  • ProjectPhase (Name)

  • ProjectTask (Name)

  • Employee (Value)

  • Asset (Value)

  • DocumentStatus (Name)

  • PriceList (Name)

  • Warehouse (Value)

  • Warehouse_ID

Return: JSON object with next format:

{

  "data": [

    {

      "Requisition_ID": 1006674,

      "Organization": "Demo Org",

      "Created": "2019-06-26 07:59:32+0300",

      "CreatedBy": "1000002",

      "Updated": "2020-06-11 15:45:33+0300",

      "UpdatedBy": "1000002",

      "DocumentNo": "902172",

      "Active": true,

      "DocType": "Necesar Aprovizionare",

      "Description": "linie descriere 1",

      "DateRequired": "2019-06-30 00:00:00+0300",

      "DocumentDate": "2019-06-30 00:00:00+0300",

      "User": "Tert Razvan",

      "User_ID": 1008170,

      "Warehouse": "Depozit Fidelio",

      "Warehouse_ID": 1001185,

      "Priority": "Medium",

      "PriceList": "Achizitie RON",

      "BPartner": "Macheta",

      "BPartner_ID": 1000003,

      "TotalLines": 50,

      "Project": "Test NAP",

      "Project_ID": 1003731,

      "ProjectPhase": "Faza 1 NAP",

      "ProjectPhase_ID": 1002308,

      "ProjectTask": "Subfaza 1 NAp",

      "ProjectTask_ID": 1000379,

      "AutoInternal": true,

      "Approved": true,

      "Activity": "Programare",

      "TrxOrganization": "F12",

      "Campaign": "Campanie Razvan",

      "Employee": "Adi G",

      "Employee_ID": 1007189,

      "Asset": "Automat cafea",

      "Asset_ID": 1000080,

      "DocStatus": "Completed",

      "DocAction": "Close",

      "lines": [

        {

          "Organization": "Demo Org",

          "Created": "2019-06-26 07:59:32+0300",

          "CreatedBy": "1000002",

          "Updated": "2020-06-11 15:43:40+0300",

          "UpdatedBy": "1000002",

          "SourceDocNo": "902172",

          "Active": true,

          "Processed": true,

          "Line": 10,

          "LineNetAmt": 50,

          "SalesRep": "Alin Cruceru",

          "SalesRep_ID": 1012786,

          "ProductSalesRep": "AdminTitular",

          "ProductSalesRep_ID": 1000002,

          "Product": "ARTICOL TEST WEBARK",

          "ProductName": "Articol test webark",

          "Product_ID": 1083257,

          "ProductCategory": "Semifabricat",

          "Charge": null,

          "Charge_ID": null,

          "UOM": "Each",

          "Internal": true,

          "QtyEntered": 5,

          "PriceActual": 10,

          "Qty": 5,

          "QtyRequired": null,

          "QtyRequisitionOrdered": 0,

          "QtyRemaining": 5,

          "QtyReceived": 0,

          "InvoicedQty": 0,

          "QtyAllocated": 0,

          "QtyIssued": 0,

          "QtyIssuedRemaining": 5,

          "Description": "Demo description",

          "BPartner": "Macheta",

          "BPartner_ID": 1000003,

          "LastVoidedCOF_ID": null,

          "OrderLine_ID": null,

          "RfQLine_ID": null,

          "MovementLine_ID": null,

          "DateLastInvoice": null,

          "Project": "Test NAP",

          "Project_ID": 1003731,

          "ProjectPhase": "Faza 1 NAP",

          "ProjectPhase_ID": 1002308,

          "ProjectTask": "Subfaza 1 NAp",

          "ProjectTask_ID": 1000379,

          "Activity": "Testare",

          "TrxOrganization": "A016",

          "Campaign": "MK1",

          "Employee": "Angajat 1",

          "Employee_ID": 1015935,

          "Asset": "C1 - G8 Instrument REF + ACC",

          "Asset_ID": 1001110,

          "MeanOfConveyance": "B-137-CRL",

          "FixedSafetyStock": null,

          "InventorySecurityTime": null,

          "ReorderTime": null,

          "AVCAvgConsumption": null,

          "OrderMin": null,

          "QtyOrdered": null,

          "QtyReserved": null,

          "OrderPackQty": null,

          "AvgConsumption": null,

          "ConsumptionMonth1": null,

          "ConsumptionMonth2": null,

          "ConsumptionMonth3": null

        }

      ]

    }

  ],

  "totalRows": 1

}

Create:

URL: https://api.socratecloud.com/webapi/rest/requisition/full/create/{version}?accessToken={access_token}

Method: POST

Return: document no for success or error message (starts with "ERROR: ")

Data format

{

      "Organization": "Demo Org",

      "DocumentNo": "902172",

      "Active": true,

      "DocType": "Purchase Requisition",

      "Description": "linie descriere 1",

      "DateRequired": "2019-06-30 00:00:00+0300",

      "DocumentDate": "2019-06-30 00:00:00+0300",

      "User": "Tert Razvan",

      "Warehouse": "Depozit Fidelio",

      "Priority": "Medium",

      "PriceList": "Achizitie RON",

      "BPartner": "Macheta",

      "Project": "Test NAP",

      "ProjectPhase": "Faza 1 NAP",

      "ProjectTask": "Subfaza 1 NAp",

      "AutoInternal": true,

      "Approved": true,

      "Activity": "Programare",

      "TrxOrganization": "F12",

      "Campaign": "Campanie Razvan",

      "Employee": "Adi G",

      "Asset": "Automat cafea",

      "DocAction": "Close"

      "lines": [

        {

          "Organization": "Fidelio Farm",

          "Active": true,

          "Line": 10,

          "SalesRep": "Alin Cruceru",

          "Product": "ARTICOL TEST WEBARK",

          "ProductCategory": "Semifabricat",

          "Charge": null,

          "UOM": "Each",

          "Internal": true,

          "QtyEntered": 5,

          "PriceActual": 10,

          "Qty": 5,

          "Description": "Demo description",

          "BPartner": "Macheta",

          "Project": "Test NAP",

          "ProjectPhase": "Faza 1 NAP",

          "ProjectTask": "Subfaza 1 NAp",

          "Activity": "Testare",

          "TrxOrganization": "A016",

          "Campaign": "MK1",

          "Employee": "Angajat 1",

          "Asset": "C1 - G8 Instrument REF + ACC",

          "MeanOfConveyance": "B-137-CRL"

        }

      ]

    }

Process

URL: https://api.socratecloud.com/webapi/rest/requisition/process/{version}?accessToken={access_token}&DocumentNo={document_no}&DocumentID={document_id}&DocumentAction={document_action}&VoidReason={void_reason}  Method: POST

Return: document status for success or error message (starts with "ERROR: ")