+1

API: in which endPoint can the project's client price profile be set/changed?

Juan (Comunica Translations) 10 months ago in API updated by IsmailMohamed 10 months ago 3

Hello:

I was wondering if you could help me find in which endPoint the Client's price profile can be set/change for a project.
Looking at the API documentation, I am afraid it can be done, but then, what if you want to add a receivable for a diferent price profile than the one set by default for the client?


Thanks.

In the end I opted to create a Macro in order to change the Client's Price Profile.

From what I have found, there is no API support for creating or editing client or vendor price profiles.

+1

i am using the add receivables to a project in smart projects V2 API, there is a variable called 'rateOrigin' and it's given a value = 'PRICE_PROFILE', which means the Receivable Rate should be taken from the Client Price Profile connected to the Project.

I was talking with xtrf support and they provided me with options regarding this variable, one of the options is PRICE_PROFILE, other options are:

· PRICE_LIST - which means the Receivable Rate is to be taken from the Price List connected to the Client Price Profile

· FILLED_MANUALLY - which mean the Receivable Rate is entered manually and does not correspond to neither Price Profile nor Price List

· AUTOCALCULATED - for automatic Receivables only, in most cases you won't need to use that.

I hope this helps and I'm not off topic.