PullGlSummary
Pulls a trend report of month-to-date and year-to-date totals by account.
Request Information
Parameters
GlSummarySearchCriteria
| Name | Description | Type | Additional information |
|---|
| StartMonth |
|
integer
|
|
| StartYear |
|
integer
|
|
| EndMonth |
|
integer
|
|
| EndYear |
|
integer
|
|
| RollUpSpreadAccounts |
|
boolean
|
|
| IncludeFuturePostedActivity |
|
boolean
|
|
| Divisions |
|
Collection of integer
|
|
| AccountClassGroup |
|
AccountClassGroupType
|
|
| AccountClasses |
|
Collection of AccountClassType
|
|
| Accounts |
|
Collection of string
|
|
| OmitAccountsWithNoActivity |
|
boolean
|
|
| CompanyIds |
|
Collection of integer
|
Required
|
Sample Request
<GlSummarySearchCriteria xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/DealerBuilt.BaseApi">
<CompanyIds xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<d2p1:long>1</d2p1:long>
<d2p1:long>2</d2p1:long>
</CompanyIds>
<AccountClassGroup>AllAccounts</AccountClassGroup>
<AccountClasses xmlns:d2p1="http://schemas.datacontract.org/2004/07/DealerBuilt.Models.Accounting">
<d2p1:AccountClassType>Unknown</d2p1:AccountClassType>
<d2p1:AccountClassType>Unknown</d2p1:AccountClassType>
</AccountClasses>
<Accounts xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<d2p1:string>sample string 1</d2p1:string>
<d2p1:string>sample string 2</d2p1:string>
</Accounts>
<OmitAccountsWithNoActivity>true</OmitAccountsWithNoActivity>
<Divisions xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<d2p1:long>1</d2p1:long>
<d2p1:long>2</d2p1:long>
</Divisions>
<EndMonth>3</EndMonth>
<EndYear>4</EndYear>
<IncludeFuturePostedActivity>true</IncludeFuturePostedActivity>
<RollUpSpreadAccounts>true</RollUpSpreadAccounts>
<StartMonth>1</StartMonth>
<StartYear>2</StartYear>
</GlSummarySearchCriteria>
Response Information
Resource Description
Collection of
GlSummaryItem
| Name | Description | Type | Additional information |
|---|
| Account |
|
string
|
|
| AccountDescription |
|
string
|
|
| AccountDescriptionAbbreviated |
|
string
|
|
| AccountClass |
|
AccountClassType
|
|
| FromDate |
|
date
|
|
| ToDate |
|
date
|
|
| MonthToDate |
|
MonetaryValue
|
|
| YearToDate |
|
MonetaryValue
|
|
| UnitsMonthToDate |
|
integer
|
|
| UnitsYearToDate |
|
integer
|
|
| MonthlyTotals |
|
Collection of GlMonthlySummary
|
|
| Placement |
|
CompanyPlacement
|
|
Sample Response