AvantGuard - Sage Intacct (Company Configuration)

Actions43

Earning Types Actions
- Patch Objects Company Config Earning Type Key
- Create Objects Company Config Earning Type Key
Email Templates Actions
- Create Company Config Email Template
- Update Company Config Email Template Key
Employee Types Actions
- Create Company Config Employee Type
- Update Company Config Employee Type Key
Employees Actions
- Create Company Config Employee
- Update Company Config Employee Key
Entities Actions
- Create Company Config Entity
- Update Company Config Entity Key
Classes Actions
- Update Company Config Class Key
- Create Company Config Class
Contacts Actions
- Create Company Config Contact
- Update Company Config Contact Key
Department Groups Actions
- Create Company Config Department Group
- Update Company Config Department Group Key
Exchange Rate Lines Actions
- Create Company Config Exchange Rate Line
- Update Company Config Exchange Rate Line Key
Exchange Rate Types Actions
- Create Company Config Exchange Rate Type
- Update Company Config Exchange Rate Type Key
Exchange Rates Actions
- Create Company Config Exchange Rate
- Update Company Config Exchange Rate Key
Attachment Folders Actions
- Create Company Config Folder
- Update Company Config Folder Key
Get Next Value Actions
- Get Next Sequence Value
Location Groups Actions
- Create Company Config Location Group
- Update Company Config Location Group Key
Locations Actions
- Create Company Config Location
- Update Company Config Location Key
Roles Actions
- Create Company Config Role
- Update Company Config Role Key
User Groups Actions
- Create Company Config User Group
- Update Company Config User Group Key
Users Actions
- Create Company Config User
- Update Company Config User Key
Affiliate Entity Groups Actions
- Create Company Config Affiliate Entity Group
- Update Company Config Affiliate Entity Group Key
Attachments Actions
- Create Company Config Attachment
- Update Company Config Attachment Key
Departments Actions
- Create Company Config Department
- Update Company Config Department Key
Document Sequences Actions
- Create Company Config Document Sequence
- Update Company Config Document Sequence Key

Overview

This node operation creates a new document sequence configuration within a company setup, specifically for the "Document Sequences" resource under the "Create Company Config Document Sequence" operation. Document sequences are used to generate unique identifiers for documents such as invoices, purchase orders, or other transactional records in a controlled and consistent manner.

Typical use cases include:

Automating invoice numbering with customizable prefixes, suffixes, and numeric or alphanumeric sequences.
Managing document numbering schemes that reset annually or by fiscal year.
Ensuring compliance with company or regional standards for document identification.

For example, a user can create a sequence named "Vendors" that generates invoice numbers starting at 1, padded to a fixed length, with a prefix like "INV-", and automatically rolls over each fiscal year.

Properties

Name	Meaning
Id	Unique name for the document sequence (e.g., "Vendors").
Additional Body Fields	Optional additional configuration fields for the document sequence:
- Key	System-assigned unique key for the document sequence.
- Print Title	The sequence name that appears on printed invoice PDFs.
- Type	Sequence type: either "Numeric" (numbers) or "Alpha" (alphabetic). Alpha sequences are mainly for Cash Management or French companies.
- Fixed Length	Total length of the primary sequence including padding (up to 16 characters). Numeric sequences are zero-padded; alpha sequences are padded with 'a's.
- Fixed Prefix	Characters appearing before the primary sequence (e.g., "INV").
- Prefix Separator	Characters between the prefix and the auto-generated sequence (e.g., "-").
- Fixed Suffix	Characters appearing after the primary sequence (e.g., "COMPANY").
- Suffix Separator	Characters between the auto-generated sequence and the suffix (e.g., "-").
- Starting Number	Starting number for numeric sequences (default 1).
- Ending Number	Ending number for numeric sequences (default 100).
- Next Number	The next number to be used in the sequence.
- Starting Sequence	Starting string for alpha sequences (default "a").
- Ending Sequence	Ending string for alpha sequences (default "zzz").
- Next Sequence	The next alpha sequence to be used.
- When Modified	Timestamp indicating when the document sequence was last modified.
- Entity	JSON object representing the entity (e.g., company region or department) where this document sequence applies.
- Rollover	Fiscal year rollover configuration, allowing the sequence to restart automatically each fiscal year. Includes settings like enabling rollover, separator characters, and specific fiscal year configurations.
- Status	Object status: "Active" (fully functional) or "Inactive" (hidden and unusable).
- Href	URL endpoint of the document sequence object.
- Audit	JSON object containing audit information such as creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the newly created document sequence object. This includes all properties sent in the request along with any system-generated fields such as unique keys or URLs.

No binary data output is involved.

Dependencies

Requires an API key credential for authentication to the AvantGuard Sage Intacct Company Configuration API.
The base URL for the API must be configured in the node credentials.
The node uses JSON payloads to communicate with the API endpoint /ia/api/v1.

Troubleshooting

Authentication errors: Ensure the API key credential is valid and has appropriate permissions.
Validation errors: Missing required fields like "Id" or invalid field formats (e.g., non-numeric values for numeric fields) will cause errors. Double-check property values.
API connectivity issues: Verify network access to the configured base URL and that the API service is operational.
Rollover configuration errors: Incorrect JSON structure in the rollover field may cause failures. Use valid JSON and ensure fiscal year entries are properly formatted.

Links and References

AvantGuard Sage Intacct API Documentation
n8n Documentation on Creating Custom Nodes
General concepts on document sequencing and numbering best practices in accounting systems.