Embedded Files
Interface
Interface
It allows you:
to insert new cash (master document)
to view cash master document data
Prerequisites:
In order to use this API Method for inserting or creating data there must be accomplished the following requirements in SocrateCloud:
to have an active Organization.
to have an active Cashbook.
Columns that can be used as filters:
Organization (Name)
Cashbook (Name)
StatementDate
Actions that can be done:
list
create
Cash fields:
In SocrateCloud, a Cash has the following structure:
Master document which contains data about the header document:
Organization
Cashbook
Name
Description
Statement Date
Account Date
Project
Activity
Campaign
Business Partner
Asset
Organization Trx
Employee
API Methods:
List:
URL: https://api.socratecloud.com/webapi/rest/cash/list/0?startRow={0}&endRow={100}&accessToken={access_token}
Method: GET
Available filter parameters:
Organization (Name)
CashBook (Name)
StatementDate -Range
Return: JSON object with next format:
{
"Organization_ID": 1000001,
"OrganizationValue": "Demo",
"Organization": "Demo SRL",
"Created": "2022-08-24 11:55:54+0000",
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2022-08-24 11:55:55+0000",
"UpdatedBy": "Ionut Ursuleanu",
"CashBook_ID": 1000006,
"CashBook": "Casa Ron",
"Name": "12/08/2022 Casa Ron",
"Description": null,
"StatementDate": "2022-08-12 00:00:00+0000",
"DateAcct": "2022-08-12 00:00:00+0000",
"DocStatus": "Completed",
"DocAction": "Close",
"BPartner_ID": null,
"BPartnerValue": null,
"BPartnerName": null,
"TrxOrganization_ID": null,
"TrxOrganizationValue": null,
"TrxOrganization": null,
"Project_ID": null,
"ProjectValue": null,
"Project": null,
"Activity_ID": null,
"ActivityValue": null,
"Activity": null,
"User1_ID": null,
"User1": null,
"Asset_ID": null,
"AssetValue": null,
"Asset": null,
"Campaign_ID": null,
"CampaignValue": null,
"CampaignName": null,
"Employee_ID": null,
"Employee": null,
"lines": []
"totalRows": 1
}
List_Full:
URL: https://api.socratecloud.com/webapi/rest/cash/full/list/0?startRow={0}&endRow={100}&accessToken={access_token}
Method: GET
Available filter parameters:
Organization (Name)
CashBook (Name)
StatementDate -Range
Return: JSON object with next format:
{
"data": [
{
"Organization_ID": 1000001,
"OrganizationValue": "Demo",
"Organization": "Demo SRL",
"Created": "2022-08-24 09:18:54+0000",
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2022-08-24 09:18:56+0000",
"UpdatedBy": "Ionut Ursuleanu",
"CashBook_ID": 1000006,
"CashBook": "Casa Ron",
"Name": "12/08/2022 Casa Ron",
"Description": null,
"StatementDate": "2022-08-12 00:00:00+0000",
"DateAcct": "2022-08-12 00:00:00+0000",
"DocStatus": "Completed",
"DocAction": "Close",
"BPartner_ID": null,
"BPartnerValue": null,
"BPartnerName": null,
"TrxOrganization_ID": null,
"TrxOrganizationValue": null,
"TrxOrganization": null,
"Project_ID": null,
"ProjectValue": null,
"Project": null,
"Activity_ID": null,
"ActivityValue": null,
"Activity": null,
"User1_ID": null,
"User1": null,
"Asset_ID": null,
"AssetValue": null,
"Asset": null,
"Campaign_ID": null,
"CampaignValue": null,
"CampaignName": null,
"Employee_ID": null,
"Employee": null,
"lines": [
{
"Organization_ID": 1000001,
"OrganizationValue": "Demo",
"Organization": "Demo SRL",
"Created": "2022-08-24 09:18:54+0000",
"CreatedBy_ID": 1021485,
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2022-08-24 09:18:54+0000",
"UpdatedBy_ID": 1021485,
"UpdatedBy": "Ionut Ursuleanu",
"Line": 10,
"Description": "bbbb",
"CashType": "Charge",
"DocType_ID": null,
"DocType": null,
"DocumentNo": "125",
"BPartner_ID": 1000375,
"BPartnerValue": "U1",
"BPartnerName": "Ursu Unu",
"Amount": 62,
"Invoice_ID": null,
"InvoiceNo": null,
"Order_ID": null,
"OrderNo": null,
"BillLocation": null,
"Charge_ID": 1000006,
"ChargeName": "CAS Asigurati",
"TrxOrganization_ID": null,
"TrxOrganizationValue": null,
"TrxOrganization": null,
"Project_ID": null,
"ProjectValue": null,
"ProjectName": null,
"ProjectPhase_ID": null,
"ProjectPhase": null,
"ProjectTask_ID": null,
"ProjectTask": null,
"Activity_ID": null,
"ActivityValue": null,
"Activity": null,
"Asset_ID": null,
"AssetValue": null,
"Asset": null,
"User1_ID": null,
"User1": null,
"Campaign_ID": null,
"CampaignValue": null,
"CampaignName": null
}
]
}
],
"totalRows": 1
}
Create:
URL: https://api.socratecloud.com/webapi/rest/cash/create/{version}?accessToken={access_token}
Method: POST
Return: Name of the Cash and the Cash ID for success or error message (start with "ERROR: ")
Data format
{
"Organization": "Demo SRL",
"OrganizationValue": null,
"Organization_ID": null,
"Created": "2022-08-10 13:52:19+0000",
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2022-08-10 13:52:19+0000",
"UpdatedBy": "Ionut Ursuleanu",
"CashBook": "Casa Ron",
"CashBook_ID": null,
"Name": "08/08/2022 Casa Ron",
"Description": null,
"StatementDate": "2022-08-08 00:00:00+0000",
"DateAcct": "2022-08-08 00:00:00+0000",
"DocumentStatus": "Drafted",
"BPartner_ID": null,
"BPartnerName": null,
"BPartnerValue": null,
"TrxOrganization": null,
"TrxOrganizationValue": null,
"TrxOrganization_ID": null,
"Project": null,
"ProjectValue": null,
"Project_ID": null,
"Activity": null,
"ActivityValue": null,
"Activity_ID": null,
"User1": null,
"User1_ID": null,
"Asset": null,
"AssetValue": null,
"Asset_ID": null,
"CampaignValue": null,
"CampaignName": null,
"Campaign_ID": null,
"Employee": null,
"Employee_ID": null
}
Create_Full:
URL: https://api.socratecloud.com/webapi/rest/cash/full/create/{version}?accessToken={access_token}
Method: POST
Return: Cash Name and the Cash ID for success or error message (start with "ERROR: ")
Data format
{
"Organization": "Demo SRL",
"OrganizationValue": null,
"Organization_ID": null,
"Created": "2022-08-10 13:52:19+0000",
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2022-08-10 13:52:19+0000",
"UpdatedBy": "Ionut Ursuleanu",
"CashBook": "Casa Ron",
"CashBook_ID": null,
"Name": "12/08/2022 Casa Ron",
"Description": null,
"StatementDate": "2022-08-12 00:00:00+0000",
"DateAcct": "2022-08-12 00:00:00+0000",
"DocStatus": "Drafted",
"DocAction": "Complete",
"BPartner_ID": null,
"BPartnerName": null,
"BPartnerValue": null,
"TrxOrganization": null,
"TrxOrganizationValue": null,
"TrxOrganization_ID": null,
"Project": null,
"ProjectValue": null,
"Project_ID": null,
"Activity": null,
"ActivityValue": null,
"Activity_ID": null,
"User1": null,
"User1_ID": null,
"Asset": null,
"AssetValue": null,
"Asset_ID": null,
"CampaignValue": null,
"CampaignName": null,
"Campaign_ID": null,
"Employee": null,
"Employee_ID": null,
"lines": [
{
"Organization": "Demo SRL",
"OrganizationValue": null,
"Organization_ID": 1000001,
"Created": "2014-01-23 13:52:24+0000",
"CreatedBy_ID": 1000868,
"CreatedBy": "Ionut Ursuleanu",
"Updated": "2019-03-14 17:14:12+0000",
"UpdatedBy_ID": 1000868,
"UpdatedBy": "Ionut Ursuleanu",
"Line": 10,
"Description": bbbb,
"CashType": "Charge",
"DocType_ID": null,
"DocType": null,
"DocumentNo": "125",
"BPartnerName": "Ursu Unu",
"Amount": 62,
"Invoice_ID": null,
"InvoiceNo": "null",
"Order_ID": null,
"OrderNo": null,
"BillLocation": null,
"Charge_ID": 1000006,
"ChargeName": null,
"TrxOrganization": null,
"TrxOrganizationValue": null,
"TrxOrganization_ID": null,
"ProjectName": null,
"ProjectValue": null,
"Project_ID": null,
"ProjectPhase": null,
"ProjectPhase_ID": null,
"ProjectTask": null,
"ProjectTask_ID": null,
"Activity": null,
"ActivityValue": null,
"Activity_ID": null,
"User1": null,
"User1_ID": null,
"CampaignValue": null,
"CampaignName": null,
"Campaign_ID": null
}
]
}
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