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 allows users to create a new Location Group within a company's configuration in Sage Intacct. Location Groups are collections of locations that can be used for reporting and organizational purposes, such as grouping warehouses or offices by region.

Typical use cases include:

Organizing multiple warehouse locations into a single group for inventory or logistics reporting.
Creating regional groups of sales offices to analyze performance by area.
Defining custom location groups that can be referenced in financial reports or operational workflows.

For example, a user might create a "Western Region Warehouses" group with ID "WH1" to consolidate all warehouses located in the western United States, enabling streamlined reporting and management.

Properties

Name	Meaning
Id	Location group ID. This is a unique identifier displayed alongside the group name in Sage Intacct (format: ID--Name). Once created, this ID cannot be changed.
Name	The name of the location group, shown together with the ID in Sage Intacct.
Additional Body Fields	Optional additional fields to customize the location group creation. These include: - Key: System-assigned unique key for the location group. - Href: URL endpoint for the location group. - Description: Text description of the group. - Primary Contact: Default contact person for the group, provided as JSON with key, id, and href. - Group Type: Membership type, either `specific` (explicitly list members) or `all` (include all matching members). - Member Filter: JSON filter criteria applied when `groupType` is `all` to select members. - Group Members: JSON array listing specific members and their sort order, applicable when `groupType` is `specific`. - Is Dimension Structure: Boolean indicating if the group should be treated as a dimension structure for financial reports. - Audit: JSON object containing audit metadata like creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the newly created Location Group as returned by the Sage Intacct API. This typically includes all properties of the location group such as its ID, name, description, members, and metadata.

If the API supports it, binary data output is not expected for this operation since it deals with configuration objects.

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-formatted request bodies and expects JSON responses from the API.

Troubleshooting

Invalid or missing required fields: Ensure that both the Id and Name properties are provided and valid. Missing these will cause the API to reject the request.
JSON parsing errors: For properties accepting JSON input (primaryContact, memberFilter, groupMembers, audit), ensure the JSON is well-formed. Invalid JSON will cause errors before sending the request.
API authentication failures: Verify that the API key credential is correctly set up and has sufficient permissions to create location groups.
Conflicts on duplicate IDs: Since location group IDs cannot be changed after creation, attempting to create a group with an existing ID will result in an error.
Incorrect groupType usage: When using groupType = all, provide a valid memberFilter. When using specific, provide groupMembers. Omitting these or mixing them may cause unexpected behavior.