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API Release Versions

2023.2

What's new?

This release adds:

What's fixed?

The 2023.2 release resolves the following the issues.

Issue IDs

Description
00011638 When listing PlugInProperties, if the virtual property contained a ' ' an invalid element was returned. This has been resolved.
N/A CRM Organisation Current Error and CRMContactInterest list modifier. CRMOrganisation POST - Incorrectly reports "The currency cannot be changed as this organisation has transactions". This has been resolved.
N/A You couldn't create a new SCM Requisition. If you had no default branch, an error would be returned. This has been resolved.

2023.1

What's new?

This release adds:

  • HRLeaveRequest GET modifiers: &assignedTeam=, &canBeApprovedByUser=, &canBeApprovedByTeam=
  • JCJob GET modifier: &workCentreAssignedEmployee=
  • SCMRERequisition GET modifier: &canBeApprovedByUser=
  • SOSalesOrder POST modifier, for creating an advanced receipt: &generateAdvanceReceipt=
  • GLBankOut GET: <IsCancelled>
  • POReceipt POST, for creating a PO receipt against a shipment: <ShipmentLine> Creating PO Receipt against a Shipment

What's fixed?

This release improves security for Greentree data when using the API. The full path name has been removed from error responses for the following:

  • Any GET Controller that supports &action=attachment
  • Company GET &action=companyLogo
  • StockItem &action=primaryImage 

Other fixes:

  • The API for a CRM organisation was putting new organisations on stop credit. The fix was applied to CRMOrganisation POST IsCreditAllowed
  • The AR invoice posting payment date could be incorrect. The fix was applied to

    ARInvoice incorrect paymentDate, promptPaymentDate

2021.3

Feature

Log

  • PO Shipment Additional Charges now calculated and applied

  • SCM Requistion POST and DELETE

  • IN Budget POST

  • CRM SV Contracts POST

  • CRM Leads GET and POST

  • IN StockItem POST to create a new Stock Item

  • CRM Contacts can be filtered by phone number

  • Tree now returns IsPostable

  • PO line item values are now autocalculated

  • Support for creating JC Jobs via Job Templates

  • PO Cancellation now supported

  • BOM Cancellation now supported

  • CRM Communication Priority GET

  • IN Serial Lot now correctly handles non-unique numbers

  • IN Stock Item now reflects price changes when searching for changed records

  • AP Invoice and AP Credit Note block creation against Inactive Suppliers

  • CRM Organisations can be filtered by Sales Person and/or Sales Manager

  • Sales Orders can now post through 0 value GL line items

  • CRM SV Assets can now be filtered by Service Request and/or Service Contract

  • INBinTransaction GET and POST added

SBS-0091

SBS-0092

SBS-0093

SBS-0094

  • Allowed TO line items on Sales Orders

  • Corrected transaction handling on Sales Orders

SBS-0079

  • Added modifiers for StockItem to reduce payload size

    • excludeUnitConversions

    • excludeSupplierDetails

    • excludeStockLocations

    • excludePriceBooks

SBS-078

SBS-0077

  • Added UTPaymentTerm endpoint

  • Calculate Payment Date for AP Credit Notes

SBS-0076

  • Added excludeCertifications modifier to HRPerson to streamline the output. Should have ideally been an includeCertifications, but have reversed its logic so we retain backwards compatibility.

  • Included Tax Configuration information in HRPerson for Australian Tax setup (others to follow)

SBS-0075

  • Added includeLocationSummaries modifier to INSerialLot

  • Added GLBankOut endpoint

  • Added INBudget endpoint (currently only GET access)

  • Validate and handle SerialLotLineItems on INTransactions

  • Include SerialLot details on Sales Orders an Packing Slips when using Lot tracking (vs just Serial Numbers)

SBS-0074

  • GLPeriodSummary endpoint secured

  • Added Date/Time to StickyNotes

SBS-0073

  • Publish CRMContact and CRMOrganisation from AR Customer when linked

  • GLAccount can now be queried by accountType

  • GLPeriodSummary endpoint

SBS-0072

  • AR Customer create Delivery Addresses correctly to support added schemas

SBS-0071

  • AP Credit Notes to create Unapplied Transactions

SBS-0070

SBS-0069

  • Support for a bunch of query parameters on CRM Communication

  • Support for including Linked Objects in GET calls - ?includeLinkedObjects=true

  • Ability to create and update Sticky Notes

  • Fix bug in PO Purchase Order POST which was ignoring the PaymentTerm

  • Support for organisation and customerPONumber query parameters on CRM Service Request

  • Support for parentOrganisation query parameter on CRM Organisation

  • Support for nameFilter query parameter on CRM Contact

  • Support for primaryOrganisation, primaryContact and nameFilter query parameters on CRM SV Location

  • Correctly resolve Currency attribute when POST to a Customer (note backwards support for CurrencyCode workaround still supported)

SBS-0068

  • Global Search support

SBS-0067

  • Manage Closed Jobs when posting transactions

  • Publish Period Summary with Supplier

  • Accept Transaction Trees on PO Receipts

SBS-0066

StockItem GetSellingPrice publish calculation tracing

SBS-0062

StockItem GetSellingPrice calculation respect Customer invoice discount

SBS-0061

Add query to CurrencyCode to get access to exchange rates

SBS-0060

Standardise validation for a user to have Company access via API

SBS-0059

GET for HR Balance Forecasts

SBS-0058

Update to allow AP Invoice to reference source PO

SBS-0057

Sales Orders respecting IN Location not being used

SBS-0055

  • Implement APCreditNote endpoint

  • Call A&A after update/create via API

SBS-0054

Security on Report access

SBS-0053

CRM Communication now supporting POST

SBS-0052

Fixed Asset data being published through PO was only showing the code not the sub code, and also resolving any POST attempt in the same way

SBS-0050

AR Customer update is incorrectly using a property called StopCredit rather than IsCreditAllowed which causes an update to a Customer to reset the flag on an existing Customer

SBS-0049

Added JCStatus, ProfitCentre and JCJobType API calls

SBS-0048

Link Service Person to Purchase Order

SBS-0047

  • Add access to Assigned Team on Customers

  • Allow querying of CRM SV Assets by class and type

SBS-0046

Ability to run a report and have it generate an attachment

SBS-0045

  • AP Credit Notes

  • PO Shipments

SBS-0043

JCDisbursements

SBS-0042

Update avoid 1090 on Locations in SO

SBS-0041

Publish Timesheets that have been linked to a Service Request

SBS-0040

  • Improved error handling

  • Approval query for Purchase Orders

SBS-0039

Update to protect against use of property named "type"

SBS-0038

Publish LastCost and StandardCost for StockLocations via the API

SBS-0037

  • HR Incidents

  • GL Transactions

  • Supplier update

  • GL Bank In

  • Clear Approvals

SBS-0036

Miscellaneous API Updates

SBS-0032

  • SO/PO Links published with PO Lines

  • Memory cleanup

  • Currency API

SBS-0031

Enhanced API Logging and tracing

SBS-0030

2021.2

Feature

Log

  • API support for JSON and Unicode chars < 255

SBS-0090

  • Dont lose sub components on Packing Slips for Kit Set items

SBS-0089

  • Sales Orders improved handling of Delivery Address

SBS-0088

  • Support HR Leave Request Single Level approval

SBS-0087

  • Added CRM Message (Notifications)

  • Added CRM Task (Followups)

  • APInvoice and POPurchaseOrder now use the users Approval collection for iteration when querying with canBeApprovedByUser for a speed increase

  • Fix bug calculating SO Backorder Quantity when order is not in Stocking Units

  • Added CRM Contract Cost (CRM SV Contract Costs)

  • Added AP, AR, FA, GL, IN, JC Module Controls primarily for access to Current Periods by module

  • FA Balance Adjustment GET

  • FA Depreciation GET

  • FA Disposal GET

  • FA Revaluation GET

  • FA Transfer GET

  • FA Write Off GET

  • Fix bug when updating existing Sales Orders not reducing header totals

  • Job Card fields available in JC Job

SBS-0086

  • Added QuantityPicked and QuantityUnpicked to StockItem

  • SO Packing Slip - retain AddressNumber when updating a Packing Slip

  • PO Shipment accept Location on IN Line Items

  • Support includeCrossReferences to get Cross Reference information from Organisations and Contacts

  • CRM Asset Create and Update

  • FA Adjustment GET

  • FA Purchase GET

  • IN Advanced Pricing GET and POST

    • Analysis Code

    • Customer Code & Analysis Code

    • Customer Code & Stock Item

    • Price Level & Analysis Code

    • Price Level & Stock Item

SBS-0085

2021.1

Feature

Log

  • Added profitCentre modifier to JCJob endpoint

  • Primary key URL element no longer trims leading and trailing spaces

  • Added assignedTeam modifier to CRM SV Request

  • Added support for | separated list of Status in PO Purchase Orders

  • Fix bug in Supplier POST incorrectly setting IsUsingBuyerCreatedInvoice with IsPrintSupplierPartNum, plus conditional setting of withholding tax values

  • Add action to ARInvoice to set IsPrinted flag

  • Add ability to set Attachment as Primary

  • Add ability to set IsWebAccessible on Attachment

  • Publish UDF and Trees on CRM Quotes

  • HRPerson includes StandardDaysPerPay

  • FAMaster endpoint

  • Publish Name, and allow Name update on Customer Delivery Address

  • GL Line items on Sales Orders

  • NS Line items on Sales Orders

  • Validation of HTTP methods (GET, POST, DELETE) to return improved error on malformed requests

  • Handling of trailing / on URL lines

  • Added includesGLAccount modifier to GLBankIn, GLBankOut, GLDocument, APInvoice, APCreditNote to only return transactions that contain lines with the nominated GL Account

  • POST to JCEstimate

  • CRMQuote support for Summary Line Items

  • Added includeOpeningBalance modifier to GLAccount

  • Added ability to sort AR Invoice GET requests (prototype - will roll through all endpoints following evaluation)

  • Added postingDate filter to APInvoice, APCreditNote, ARInvoice, ARCreditNote, GLBankIn, GLBankOut and GLDocument

SBS-0084

2020.3

Feature

Log

  • SO Sales Orders new actions

    • takeOffHold

    • putOnHold

  • CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)

  • AR Customer Delivery Addresses can now be set as Active and Primary Addresses

  • AR Customer now queryable by Advanced Security

  • GL Account transaction trees are now published by request

  • GL Account now queryable by Advanced Security

  • AP Supplier now queryable by Advanced Security

  • Fixed error when handling JC Employee due to changes in Greentree gender handling

  • Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)

  • Resolved memory leak in API infrastructure related to HTTP Headers

SBS-0082

2020.2

Feature

Log

  • Ability to delete PO line items

  • Correctly set the Anniversary Date for HRPerson

  • Report default Company with User

SBS-0081

2020.1

Feature

Log

  • SO Sales Orders new actions

    • takeOffHold

    • putOnHold

  • CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)

  • AR Customer Delivery Addresses can now be set as Active and Primary Addresses

  • AR Customer now queryable by Advanced Security

  • GL Account transaction trees are now published by request

  • GL Account now queryable by Advanced Security

  • AP Supplier now queryable by Advanced Security

  • Fixed error when handling JC Employee due to changes in Greentree gender handling

  • Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)

  • Resolved memory leak in API infrastructure related to HTTP Headers

SBS-0082

2019.5

Feature

Log

  • Support update of PO Shipments

  • Improved handling of Dynamic & Plugin Properties

  • Support for Source Receipt Lines in AP

  • Validate sign of invoices and credit notes

  • Correct calculation of Selling Price on Sales Orders

  • Correct cost determination in Sales Order when selling by non-stocking UOM

  • Correct GL account on JC Lines of AP Invoice/Credit Note

  • Correct validation of Supplier Payment Terms

  • Stock Item query modified timestamp support for just the masterfile

SBS-0065

2019.4

Feature

Log

Selling Price - respect correct default Price Book selection

SBS-0064

2019.3

Feature

Log

Current Company access for the user, not the requested company - unless the current company was already set to the requested company

SBS-0063

2019.2

Feature

Log

AHFormDefn implementation to read reports and execute reports to PDF

SBS-0044

2019.1

Feature

Log

  • Currency published as CurrencyCode on Customer

  • Validation of Country on Customer

SBS-0035

2018.2

Feature

Log

HR Leave Requests

SBS-0034

2018.1

Feature

Log

Update AP Invoice IN transaction Analysis

SBS-0033