POST api/recurringTransactions?retroChargesPostDate={retroChargesPostDate}&retroChargesDescription={retroChargesDescription}

Post, Create new recurring Transaction (recurring charge or credit)

Request Information

URI Parameters

NameDescriptionTypeAdditional information
retroChargesPostDate

[Required if any retro charges are created]Post date of retroactive charges/credit

date

None.

retroChargesDescription

[Required if any retro charges are created]Description of retroactive charges/credit

string

None.

Body Parameters

[Required] Transaction to be created

RecurringTransactionCreateViewModel
NameDescriptionTypeAdditional information
BuildingId

[Required] Building Id

integer

Range: inclusive between 1 and 2147483647

ChargeCodeId

[Required] Charge Code Id

integer

Range: inclusive between 1 and 2147483647

UnitId

[Required when AppliesTo = Unit] It will default to 0 for ApplyTo is All\UnitType

integer

None.

UnitType

[Required when AppliesTo = UnitType] It will default to 0 for ApplyTo is All\Shares\Unit

integer

None.

ChargeCodeAdjustedCodeId

[Required when Type = Credit] Adjusted Code Id

integer

None.

OverrideDueDay

[Required] Day of the month the charge/credit is going to be posted. Valid values are betwee 1 and 31.

integer

Range: inclusive between 1 and 31

StartDate

[Required] Date the Recurring Transaction begins.

date

Required

EndDate

[Required] Date the Recurring Transaction ends.

date

Required

Rate

[Required when ApplyTo = Shares] Will default to 0.00M when ApplyTo is not Shares

decimal number

None.

Amount

[Required when ApplyTo is not Shares]. Will default to 0.00M when ApplyTo = Shares.

decimal number

None.

Type

[Required] Type of the Recurring Transaction. Possible values for charge: 'Charge' or 0. Possible values for credit: 'Credit' or 1. If Type isn't passed in then it is defaulted to Charge

RecurringTransactionType

None.

ApplyToId

[Required] Id of Apply To configuration.

RecurringTransactionAppliesTo

None.

CreatedBy

[Required] Id of User who created the recurring transaction

integer

Range: inclusive between 1 and 2147483647

IsLinkedCredit

Indicates if the new recurring credit is associated with a recurring charge.

boolean

None.

LinkedCreditGroupId

Id of recurring charge that is going to be associated with new recurring credit. Provide if IsLinkedCredit is set to True.

integer

None.

Id

Id of Linked Credit

integer

None.

RetroGLPostDate

Retro GL Post Date

date

None.

Request Formats

application/json, text/json

Sample:
{
  "buildingId": 1,
  "chargeCodeId": 2,
  "unitId": 3,
  "unitType": 4,
  "chargeCodeAdjustedCodeId": 5,
  "overrideDueDay": 6,
  "startDate": "2024-10-14T04:22:12.497561-04:00",
  "endDate": "2024-10-14T04:22:12.497561-04:00",
  "rate": 7.0,
  "amount": 8.0,
  "type": 0,
  "applyToId": 1,
  "createdBy": 9,
  "isLinkedCredit": true,
  "linkedCreditGroupId": 10,
  "id": 11,
  "retroGLPostDate": "2024-10-14T04:22:12.497561-04:00"
}

application/xml, text/xml

Sample:
<RecurringTransactionCreateViewModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CamAcctApi.ViewModels.RecurringTransactions">
  <Amount>8</Amount>
  <ApplyToId>All</ApplyToId>
  <BuildingId>1</BuildingId>
  <ChargeCodeAdjustedCodeId>5</ChargeCodeAdjustedCodeId>
  <ChargeCodeId>2</ChargeCodeId>
  <CreatedBy>9</CreatedBy>
  <EndDate>2024-10-14T04:22:12.497561-04:00</EndDate>
  <Id>11</Id>
  <IsLinkedCredit>true</IsLinkedCredit>
  <LinkedCreditGroupId>10</LinkedCreditGroupId>
  <OverrideDueDay>6</OverrideDueDay>
  <Rate>7</Rate>
  <RetroGLPostDate>2024-10-14T04:22:12.497561-04:00</RetroGLPostDate>
  <StartDate>2024-10-14T04:22:12.497561-04:00</StartDate>
  <Type>Charge</Type>
  <UnitId>3</UnitId>
  <UnitType>4</UnitType>
</RecurringTransactionCreateViewModel>

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'RecurringTransactionCreateViewModel'.

Response Information

Resource Description

Collection of RecurringTransactionViewModel
NameDescriptionTypeAdditional information
Id

Id of the Recurring Charge/Credit, it will default to 0 for new Transaction.

integer

None.

BuildingId

Building Id

integer

None.

ChargeCodeId

Charge Code Id

integer

None.

UnitId

Unit Id. It will default to 0 for ApplyTo is All\UnitType

integer

None.

UnitType

Unit Type Id. It will default to 0 for ApplyTo is All\Shares\Unit

integer

None.

ChargeCodeAdjustedCodeId

Adjusted Code Id

integer

None.

OverrideDueDay

Override Due Day. Valid values are betwee 1 and 31.

integer

None.

StartDate

Date the Recurring Transaction begins.

date

None.

EndDate

Date the Recurring Transaction ends.

date

None.

Rate

Rate. Use when ApplyTo is Shares. Will be 0.00M when ApplyTo is not Shares

decimal number

None.

Amount

Amount. Use when ApplyTo is not Shares. Will be 0.00M when ApplyTo is Shares.

decimal number

None.

Type

Type of the Recurring Transaction. Possible values are 'Credit' or 'Charge'

RecurringTransactionType

None.

GroupId

Group Id. Used to handle Group Increase action. Will be initially set to the Id of the Recurring Transaction.

integer

None.

Status

Status. Used to handle Group Increase action. Will be initially set to Created.

integer

None.

ApplyToId

Id of Apply To configuration.

integer

None.

CreatedOn

Date the recurring transaction was created. Defaults to system date and time at the time of creation.

date

None.

CreatedBy

Id of User who created the recurring transaction

integer

None.

ModifiedBy

Id of User who last modified the recurring transaction. Initial value is null

integer

None.

ModifiedOn

Date the recurring transaction was last modified. Initial value is null

date

None.

EditDates

Indicates whether dates can be updated for this recurring transaction.

boolean

None.

NumberOfShares

If ApplyTo = Shares this will be populated with the Number Of Shares of the unit.

decimal number

None.

Response Formats

application/json, text/json

Sample:
[
  {
    "id": 1,
    "buildingId": 2,
    "chargeCodeId": 3,
    "unitId": 4,
    "unitType": 5,
    "chargeCodeAdjustedCodeId": 6,
    "overrideDueDay": 7,
    "startDate": "2024-10-14T04:22:12.5132317-04:00",
    "endDate": "2024-10-14T04:22:12.5132317-04:00",
    "rate": 10.0,
    "amount": 11.0,
    "type": 0,
    "groupId": 12,
    "status": 13,
    "applyToId": 14,
    "createdOn": "2024-10-14T04:22:12.5132317-04:00",
    "createdBy": 1,
    "modifiedBy": 1,
    "modifiedOn": "2024-10-14T04:22:12.5132317-04:00",
    "editDates": true,
    "numberOfShares": 1.0
  },
  {
    "id": 1,
    "buildingId": 2,
    "chargeCodeId": 3,
    "unitId": 4,
    "unitType": 5,
    "chargeCodeAdjustedCodeId": 6,
    "overrideDueDay": 7,
    "startDate": "2024-10-14T04:22:12.5132317-04:00",
    "endDate": "2024-10-14T04:22:12.5132317-04:00",
    "rate": 10.0,
    "amount": 11.0,
    "type": 0,
    "groupId": 12,
    "status": 13,
    "applyToId": 14,
    "createdOn": "2024-10-14T04:22:12.5132317-04:00",
    "createdBy": 1,
    "modifiedBy": 1,
    "modifiedOn": "2024-10-14T04:22:12.5132317-04:00",
    "editDates": true,
    "numberOfShares": 1.0
  }
]

application/xml, text/xml

Sample:
<ArrayOfRecurringTransactionViewModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CamAcctApi.ViewModels.RecurringTransactions">
  <RecurringTransactionViewModel>
    <Amount>11</Amount>
    <ApplyToId>14</ApplyToId>
    <BuildingId>2</BuildingId>
    <ChargeCodeAdjustedCodeId>6</ChargeCodeAdjustedCodeId>
    <ChargeCodeId>3</ChargeCodeId>
    <CreatedBy>1</CreatedBy>
    <CreatedOn>2024-10-14T04:22:12.5132317-04:00</CreatedOn>
    <EditDates>true</EditDates>
    <EndDate>2024-10-14T04:22:12.5132317-04:00</EndDate>
    <GroupId>12</GroupId>
    <Id>1</Id>
    <ModifiedBy>1</ModifiedBy>
    <ModifiedOn>2024-10-14T04:22:12.5132317-04:00</ModifiedOn>
    <NumberOfShares>1</NumberOfShares>
    <OverrideDueDay>7</OverrideDueDay>
    <Rate>10</Rate>
    <StartDate>2024-10-14T04:22:12.5132317-04:00</StartDate>
    <Status>13</Status>
    <Type>Charge</Type>
    <UnitId>4</UnitId>
    <UnitType>5</UnitType>
  </RecurringTransactionViewModel>
  <RecurringTransactionViewModel>
    <Amount>11</Amount>
    <ApplyToId>14</ApplyToId>
    <BuildingId>2</BuildingId>
    <ChargeCodeAdjustedCodeId>6</ChargeCodeAdjustedCodeId>
    <ChargeCodeId>3</ChargeCodeId>
    <CreatedBy>1</CreatedBy>
    <CreatedOn>2024-10-14T04:22:12.5132317-04:00</CreatedOn>
    <EditDates>true</EditDates>
    <EndDate>2024-10-14T04:22:12.5132317-04:00</EndDate>
    <GroupId>12</GroupId>
    <Id>1</Id>
    <ModifiedBy>1</ModifiedBy>
    <ModifiedOn>2024-10-14T04:22:12.5132317-04:00</ModifiedOn>
    <NumberOfShares>1</NumberOfShares>
    <OverrideDueDay>7</OverrideDueDay>
    <Rate>10</Rate>
    <StartDate>2024-10-14T04:22:12.5132317-04:00</StartDate>
    <Status>13</Status>
    <Type>Charge</Type>
    <UnitId>4</UnitId>
    <UnitType>5</UnitType>
  </RecurringTransactionViewModel>
</ArrayOfRecurringTransactionViewModel>