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 a new Department Group within a company's configuration in Sage Intacct. Department Groups are used to organize departments logically, which can be helpful for reporting and financial analysis. By grouping departments, users can generate reports that summarize or break down data by these groups, improving clarity and management of departmental data.

Common scenarios include:

Setting up department groups for sales, marketing, or production teams.
Creating dimension structures from department groups to use as rows or columns in financial reports.
Defining specific or dynamic membership of departments within a group based on filters or explicit members.

Example: A company wants to create a "Sales" department group with ID "SA01" that includes specific departments like "Retail Sales" and "Online Sales" to analyze sales performance collectively.

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 of the department group.
- Group Type	Group membership type determining how departments are included: • `specific` — Specify exact departments and their order. • `all` — Include all departments matching the member filter criteria.
- Member Filter	JSON object defining filter criteria when `groupType` is `all`. Filters specify conditions (e.g., status active, totalDue > 1000) to dynamically include departments.
- Group Members	JSON array listing members of the department group and their sort order. Only applicable when `groupType` is `specific`.
- Is Dimension Structure	Boolean indicating if the group should be treated as a dimension structure usable in financial report rows or columns.
- 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 Department Group object as returned by the Sage Intacct API. This typically includes all properties sent in the request along with system-generated metadata such as keys, URLs, and audit details.

If binary data were involved (not indicated here), it would represent file attachments or similar content, but this node focuses solely on 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.
Uses the AvantGuard Sage Intacct Company Configuration API endpoint /ia/api/v1.

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 cannot be modified.
Incorrect JSON format: For fields like memberFilter, groupMembers, and audit, ensure valid JSON syntax. Parsing errors will prevent successful requests.
Authentication failures: Verify that the API key credential is correctly set up and has sufficient permissions.
Group Type mismatch: When groupType is specific, groupMembers must be provided; when all, memberFilter should be used. Providing inconsistent data may cause errors.