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Overview

The Lexware node integrates with the Lexware API to manage various business-related resources, including quotations. Specifically, the "Update" operation for the "Quotations" resource allows users to modify existing quotation records in their Lexware system. This is useful for scenarios where a quotation needs to be revised due to changes in pricing, terms, or client details before final approval or sending.

Practical examples include:

  • Updating the title or introduction of a quotation to reflect new project details.
  • Changing line items to adjust quantities, prices, or descriptions.
  • Modifying payment or tax conditions based on updated agreements.
  • Extending the expiry date of a quotation to give clients more time to respond.

This operation helps automate and streamline quotation management within workflows, reducing manual data entry and ensuring consistency with the Lexware accounting system.

Properties

Name Meaning
Quotation ID The unique identifier of the quotation to update (required).
Title The title or subject of the quotation.
Introduction An introductory text or message included in the quotation.
Remark Additional remarks or notes related to the quotation.
Voucher Date The date associated with the quotation document.
Expiry Date The date until which the quotation remains valid.
Contact ID The recipient's contact identifier; an alternative to providing a manual address.
Manual Address A manually specified address for the recipient, including fields such as name, supplement, street, city, ZIP code, and country code (ISO format). Used instead of Contact ID.
Line Items A collection of individual items included in the quotation. Each item can be of type "Custom" or "Text" and includes properties like name, description, quantity, unit name, unit price (with currency, price type, amount, tax rate), and discount percentage.
Total Price The total price information for the quotation. Only the currency is required here, as amounts are calculated automatically by Lexware.
Tax Conditions Tax-related settings specifying whether prices are net or gross and an optional note about the tax type.
Payment Conditions Payment terms including label, duration in days, and optional discount conditions (percentage and eligibility period).

Output

The node outputs JSON data representing the updated quotation record as returned by the Lexware API. This typically includes all relevant quotation details such as identifiers, updated fields, line items, pricing, tax, and payment conditions.

If the node supports binary data output (not explicitly shown in the provided code or properties), it would likely represent files such as PDF versions of the quotation or related documents. However, no explicit binary output handling is indicated for this operation.

Dependencies

  • Requires an active connection to the Lexware API via an API key credential configured in n8n.
  • The node depends on the Lexware API being accessible and properly authenticated.
  • No additional external services or environment variables are indicated beyond the API credential.

Troubleshooting

  • Common Issues:

    • Invalid or missing Quotation ID will cause the update to fail since the target quotation cannot be identified.
    • Providing both Contact ID and Manual Address may lead to conflicts; only one should be used.
    • Incorrect date formats for voucherDate or expiryDate might cause API errors.
    • Currency codes or tax rates outside expected values could result in validation errors.

  • Error Messages:

    • "Unsupported resource" error if the resource parameter is not set to "quotations".
    • API authentication errors if the API key credential is invalid or expired.
    • Validation errors from the Lexware API indicating missing required fields or invalid data formats.

  • Resolutions:

    • Ensure the Quotation ID is correct and corresponds to an existing quotation.
    • Use either Contact ID or Manual Address, not both.
    • Validate date and numeric inputs conform to expected formats.
    • Confirm API credentials are correctly configured and have necessary permissions.

Links and References

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