AvantGuard - Sage Intacct (Company Configuration) icon

AvantGuard - Sage Intacct (Company Configuration)

AvantGuard - Sage Intacct (Company Configuration)

Actions43

Overview

This node integrates with the AvantGuard Sage Intacct Company Configuration API to create an "Affiliate Entity Group" within a company's configuration. It allows users to define groups of affiliate entities by specifying identifiers, names, membership types, filters, and other metadata. This is useful for organizing related affiliate entities for reporting or operational purposes in financial systems.

Common scenarios include:

  • Creating custom groups of vendors or accounts payable entities for targeted reporting.
  • Defining dimension structures that can be used as rows or columns in financial reports.
  • Automating the setup of affiliate entity groups based on dynamic criteria or business rules.

For example, a user might create an affiliate entity group named "MariposaBusinessEntities" containing specific active vendors whose total due exceeds a threshold, enabling streamlined financial analysis.

Properties

Name Meaning
Id Unique identifier for the affiliate entity group.
Name Name for the affiliate entity group.
Additional Body Fields Optional additional fields to customize the affiliate entity group:
- Key: System-assigned unique key.
- Href: URL endpoint for the group.
- Description: Text description.
- Group Type: Membership type, either specific (explicit members) or all (all matching filter).
- Member Filter: JSON filter applied when groupType is all, defining criteria like status, name contains, ordering, and size.
- Group Members: JSON array of explicit members when groupType is specific.
- Is Dimension Structure: Boolean indicating if the group forms a dimension structure usable in financial reports.
- Audit: JSON object with audit metadata such as creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the created affiliate entity group as returned by the API. This typically includes all properties sent in the request along with any server-generated metadata such as unique keys or URLs.

No binary data output is involved.

Dependencies

  • Requires an API key credential for authenticating with the AvantGuard Sage Intacct Company Configuration API.
  • The base URL for the API must be configured in the node credentials.
  • Uses HTTP headers Accept: application/json and Content-Type: application/json.
  • Depends on the external package @avantguardllc/n8n-openapi-node for building request properties from the OpenAPI specification.

Troubleshooting

  • Authentication errors: Ensure the API key credential is correctly configured and has sufficient permissions.
  • Validation errors: Required fields like Id and Name must be provided; invalid JSON in memberFilter or groupMembers will cause failures.
  • Incorrect group type usage: When groupType is all, memberFilter must be valid; when specific, groupMembers must be properly defined.
  • API endpoint issues: Verify the base URL and network connectivity to the AvantGuard Sage Intacct API.
  • Parsing errors: JSON fields must be well-formed; use proper escaping and syntax.

Links and References

Discussion