AvantGuard - Sage Intacct (Company Configuration) icon

AvantGuard - Sage Intacct (Company Configuration)

AvantGuard - Sage Intacct (Company Configuration)

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Overview

This node allows users to create a new Department Group within the Company Configuration of Sage Intacct. Department Groups are organizational units that group multiple departments together, which can be used for reporting and financial structuring purposes. This operation is useful when setting up or managing company hierarchies in Sage Intacct, enabling better categorization and filtering of departmental data.

Practical examples include:

  • Creating a sales department group to consolidate all sales-related departments.
  • Defining a group with specific departments for targeted financial reports.
  • Setting up dimension structures from department groups to use as rows or columns in financial reports.

Properties

Name Meaning
Id Department group ID. Displayed together with the group name in Sage Intacct (ID--Name). This ID is immutable once the group is created.
Name Department group name. Displayed together with the group ID in Sage Intacct (ID--Name).
Additional Body Fields Optional additional fields to customize the department group:
- Key: System-assigned unique key for the department group.
- Href: URL endpoint for the department group.
- Description: Description text for the department group.
- Group Type: Membership type, either all (all departments matching filter) or specific (explicit list).
- Member Filter: JSON filter criteria applied when groupType is all.
- Group Members: JSON array specifying members and their order, applicable when groupType is specific.
- Is Dimension Structure: Boolean indicating if the group forms a dimension structure usable in financial reports.
- Audit: JSON object containing audit metadata like creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the newly created Department Group object as returned by the Sage Intacct API. This includes all properties sent during creation along with any additional metadata assigned by the system, such as unique keys, URLs, and audit information.

If binary data were involved (not in this case), it would typically represent files or attachments related to the department group, but this node focuses solely on JSON data.

Dependencies

  • Requires an API key credential for authenticating with the Sage Intacct API.
  • The base URL for the Sage Intacct API must be configured in the node credentials.
  • Uses the AvantGuard Sage Intacct Company Configuration API endpoint /ia/api/v1.
  • Relies on the @avantguardllc/n8n-openapi-node package for building request properties from OpenAPI specifications.

Troubleshooting

  • Invalid or missing required fields: Ensure that both "Id" and "Name" are provided and valid. Missing these will cause the API to reject the request.
  • Immutable ID error: Attempting to change an existing department group's ID after creation will fail; IDs must be unique and fixed.
  • Incorrect JSON format in filters or members: The memberFilter and groupMembers fields require valid JSON. Malformed JSON will cause parsing errors.
  • Authentication failures: Verify that the API key credential is correctly set up and has sufficient permissions.
  • API endpoint issues: Confirm the base URL and endpoint paths are correct and accessible from your environment.

Links and References

Discussion