AvantGuard - Sage Intacct (Company Configuration)

Actions43

Location Groups Actions
- Update Company Config Location Group Key
- Create Company Config Location Group
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
Classes Actions
- Create Company Config Class
- Update Company Config Class Key
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
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
Earning Types Actions
- Create Objects Company Config Earning Type Key
- Patch 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
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

Overview

This node enables creating an "Affiliate Entity Group" within a company configuration context, specifically for Sage Intacct via the AvantGuard integration. It allows users to define groups of affiliate entities by specifying identifiers, names, and detailed membership criteria or explicit members.

Common scenarios where this node is beneficial include:

Organizing affiliate entities into logical groups for reporting or operational purposes.
Creating dimension structures that can be used as rows or columns in financial reports.
Filtering affiliate entities dynamically based on attributes such as status, total due, or name patterns.
Managing complex affiliate entity memberships either by specifying exact members or by applying filters to include all matching entities.

Practical example: A finance team wants to create a group called "MariposaBusinessEntities" containing specific active vendors with outstanding balances over $1000 whose names contain "Acme". This group can then be used in financial reports to analyze payables related to these affiliates.

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, options are: - `specific`: Specify exact members and their order. - `all`: Include all entities matching the member filter. - Member Filter: JSON object defining criteria to select members when `groupType` is `all`. Includes filters, ordering, size, etc. - Group Members: JSON array listing specific members when `groupType` is `specific`. - Is Dimension Structure: Boolean indicating if the group forms a dimension structure usable in financial report rows/columns. - Audit: JSON object with audit metadata like creation/modification timestamps and user IDs.

Output

The node outputs JSON data representing the created affiliate entity group as returned by the API. The output includes all properties sent in the request along with any additional metadata or system-generated fields provided by the backend.

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

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 credentials.
Uses the @avantguardllc/n8n-openapi-node package and an OpenAPI specification (openapi.json) bundled with the node for request building and validation.

Troubleshooting

Authentication errors: Ensure the API key credential is correctly set up and has necessary permissions.
Validation errors: Required fields like Id and Name must be provided; ensure JSON fields like memberFilter and groupMembers are valid JSON strings.
Incorrect group membership: When using groupType = all, verify the memberFilter JSON accurately reflects intended filters; syntax errors or invalid filter expressions may cause unexpected results.
API endpoint issues: Confirm the base URL in credentials is correct and accessible.
Unexpected response structure: Check if the API version or schema has changed; update the node or OpenAPI spec accordingly.

Links and References

Sage Intacct API Documentation
AvantGuard n8n Integration Documentation
JSON Filter Syntax Guide (for constructing memberFilter expressions)