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 exchange rate line within a company configuration system. An exchange rate line defines the conversion rate between currencies effective from a specific start date and is linked to an existing exchange rate entity.

Typical use cases include:

Automating the addition of currency conversion rates for financial systems.
Managing dynamic currency exchange rates that change over time.
Integrating with accounting or ERP systems to keep exchange rates up-to-date programmatically.

For example, a finance team could use this node to add a new exchange rate line effective from January 31, 2021, with a specified conversion rate, linking it to an existing exchange rate record.

Properties

Name	Meaning
Effective Start Date	The date when the exchange rate becomes effective. This marks the beginning of the period during which the specified conversion rate applies.
Rate	The conversion rate to apply starting from the effective start date. For example, if converting USD to EUR, this would be the USD-to-EUR rate.
Exchange Rate	A JSON reference object pointing to the parent exchange rate entity that this line belongs to. It includes keys like `key`, `id`, and `href` identifying the exchange rate.
Additional Body Fields	Optional additional fields to include in the request body. These can include: - Key: Unique system-assigned key for the exchange rate line. - Id: Unique identifier (same as key). - Href: URL endpoint for the exchange rate line. - Reciprocal Rate: The inverse of the conversion rate (e.g., EUR to USD if `rate` is USD to EUR). - Audit: JSON object containing audit metadata such as creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the newly created exchange rate line object. This output typically includes all properties sent in the request plus any additional metadata or identifiers assigned by the backend service.

No binary data output is involved.

Dependencies

Requires an API key credential for authenticating requests to the AvantGuard Sage Intacct Company Configuration API.
The base URL for the API must be configured in the credentials.
The node uses JSON-based REST API calls to create exchange rate lines.

Troubleshooting

Missing Required Fields: Ensure that Effective Start Date, Rate, and Exchange Rate are provided and correctly formatted. Dates should be ISO strings (e.g., "2021-01-31").
Invalid JSON in Exchange Rate or Audit Fields: The exchangeRate and audit properties expect valid JSON objects. Malformed JSON will cause errors.
API Authentication Errors: Verify that the API key credential is correctly set up and has permissions to create exchange rate lines.
Network or Endpoint Issues: Confirm the base URL is correct and the API endpoint /ia/api/v1 is reachable.
Reciprocal Rate Mismatch: If specifying reciprocalRate, ensure it correctly represents the inverse of rate to avoid inconsistent conversions.

Links and References

AvantGuard Sage Intacct API Documentation (example placeholder link)
ISO 8601 Date Format
Currency Exchange Rate Concepts