AvantGuard - Sage Intacct (Company Configuration) icon

AvantGuard - Sage Intacct (Company Configuration)

AvantGuard - Sage Intacct (Company Configuration)

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Overview

This node operation creates a new Location Group within a company's configuration in Sage Intacct. Location Groups are used to organize and group multiple locations for reporting, management, or operational purposes. This is particularly useful for companies that manage multiple warehouses, offices, or other physical sites and want to categorize them logically.

Typical use cases include:

  • Creating a group of warehouses in a specific region to simplify inventory reporting.
  • Defining groups of locations for financial reporting where grouped locations appear as rows or columns.
  • Managing contact assignments or filters on location groups for operational workflows.

For example, you might create a "Western Region Warehouses" group with ID "WH1" that includes all warehouse locations in the western US, optionally filtered by active status or sorted by custom criteria.

Properties

Name Meaning
Id Location group ID, a unique identifier displayed alongside the group name in Sage Intacct. Cannot be changed after creation.
Name The display name of the location group shown together with the ID.
Additional Body Fields Optional additional fields to customize the location group:
- Key System-assigned unique key for the location group.
- Href URL endpoint for the location group.
- Description Text description of the location group.
- Primary Contact Default contact assigned to this group, provided as a JSON object with key, id, and href.
- Group Type Membership type of the group; options are:
• specific - Specify exact locations and order via groupMembers.
• all - Include all locations matching the memberFilter.
- Member Filter JSON filter applied when groupType is all, defining criteria such as status, total due, or name contains, to select members dynamically.
- Group Members JSON array listing specific members and their sort order, applicable only when groupType is specific.
- Is Dimension Structure Boolean indicating if the group should be treated as a dimension structure, allowing it to be added to rows or columns in financial reports.
- Audit JSON object containing audit information like creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the created Location Group object as returned by the Sage Intacct API. This typically includes all submitted fields along with system-generated metadata such as keys, URLs, and audit info.

If binary data were involved (not indicated here), it would represent file attachments or similar content, but this operation deals solely with JSON data.

Dependencies

  • Requires an API key credential for authenticating with the Sage Intacct Company Configuration API.
  • The base URL for the API must be configured in the node credentials.
  • The node uses JSON payloads sent over HTTP POST to the /ia/api/v1 endpoint of the Sage Intacct service.

Troubleshooting

  • Invalid or missing required fields: Ensure that both Id and Name are provided and valid, as they are mandatory.
  • JSON parsing errors: Fields like primaryContact, memberFilter, groupMembers, and audit expect valid JSON strings. Invalid JSON will cause errors.
  • API authentication failures: Verify that the API key credential is correctly set up and has permissions to create location groups.
  • Incorrect groupType usage: When using groupType = all, ensure memberFilter is properly defined; when specific, provide valid groupMembers.
  • Immutable ID error: Attempting to change an existing location group's ID will fail since IDs cannot be modified after creation.

Links and References

Discussion