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 operation creates a new Document Sequence configuration within a company setup. Document sequences are used to generate unique identifiers for documents such as invoices, purchase orders, or other transactional records. This node is beneficial when automating the creation of standardized numbering or naming conventions for documents in financial or operational systems.

Practical examples include:

Automatically generating invoice numbers with a fixed prefix and numeric sequence.
Creating alpha-numeric sequences for cash management documents.
Setting up fiscal year rollover configurations so that document numbering restarts each fiscal year.

Properties

Name	Meaning
Id	Unique name identifier 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" (letters). 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 pad with zeroes; alpha sequences pad with 'a's.
- Fixed Prefix	Characters appearing before the main sequence (e.g., "INV").
- Prefix Separator	Characters between the prefix and the auto-generated sequence (e.g., "-").
- Fixed Suffix	Characters appearing after the main 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 automatic restart of sequences each fiscal year. Includes settings like enabling rollover, separator characters, fiscal year details, and next number/sequence per year.
- Status	Object status: "Active" (fully functional) or "Inactive" (hidden and unusable).
- Href	URL endpoint of the document sequence resource.
- Audit	JSON object containing audit information such as creation and modification timestamps and user IDs.

Output

The node outputs a JSON object representing the newly created document sequence configuration. This includes all properties sent in the request along with any system-generated fields such as unique keys or URLs. The output can be used downstream to confirm creation or to reference the document sequence in further automation steps.

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 and expects the API to accept and return JSON.

Troubleshooting

Common issues:
- Missing required property "Id" will cause the API call to fail.
- Invalid JSON format in complex fields like "Entity", "Rollover", or "Audit" may cause parsing errors.
- Providing incompatible values for sequence type and related fields (e.g., alpha sequences with numeric-only settings) may result in validation errors.
- Network or authentication failures if API credentials or base URL are misconfigured.
Error messages:
- "400 Bad Request": Usually indicates missing or invalid input properties. Verify required fields and JSON formats.
- "401 Unauthorized": Check API key credential validity and permissions.
- "422 Unprocessable Entity": Likely due to business logic validation errors such as sequence conflicts or invalid rollover configurations.

Resolving these typically involves verifying input data correctness, ensuring proper credential setup, and consulting API documentation for valid field values.

Links and References

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