POST Allocation/GetCustomerAllocationsAndOutstandingDocuments

Gets the customer Allocations and outstanding documents.

Request Information

URI Parameters

None.

Body Parameters

The Allocation request.

Name	Type	Additional information	Description
SelectionId	integer	None.	Selection Id is the Customer or Supplier Id that the query relates to.
TransactionId	integer	None.	Gets or sets the transaction identifier.
IncludePaidInvoices	bool	None.	Gets or sets a value indicating whether to include paid invoices. Excluded by default.
IncludeUnpaidInvoices	bool	None.	Gets or sets a value indicating whether to include unpaid invoices. Excluded by default.

Request Formats

application/json, text/json

Sample:

{
  "SelectionId": 1,
  "TransactionId": 2,
  "IncludePaidInvoices": true,
  "IncludeUnpaidInvoices": true
}

Response Information

Resource Description

Collection of Allocated Customer Document

Name	Type	Additional information
ID	integer	None.
Date	date	Required
Inclusive	bool	None.
DiscountPercentage	decimal	None.
TaxReference	string	String length: inclusive between 0 and 30
DocumentNumber	string	String length: inclusive between 0 and 100
Reference	string	String length: inclusive between 0 and 100
Message	string	String length: inclusive between 0 and 8000
Discount	decimal	None.
Exclusive	decimal	None.
Tax	decimal	None.
Rounding	decimal	None.
Total	decimal	None.
AmountDue	decimal	Data type: Currency
PostalAddress01	string	String length: inclusive between 0 and 100
PostalAddress02	string	String length: inclusive between 0 and 100
PostalAddress03	string	String length: inclusive between 0 and 100
PostalAddress04	string	String length: inclusive between 0 and 100
PostalAddress05	string	String length: inclusive between 0 and 100
DeliveryAddress01	string	String length: inclusive between 0 and 100
DeliveryAddress02	string	String length: inclusive between 0 and 100
DeliveryAddress03	string	String length: inclusive between 0 and 100
DeliveryAddress04	string	String length: inclusive between 0 and 100
DeliveryAddress05	string	String length: inclusive between 0 and 100
TaxPeriodId	nullable integer	Read Only / System Generated
Editable	bool	Read Only / System Generated
HasAttachments	bool	Read Only / System Generated
HasNotes	nullable bool	Read Only / System Generated
HasAnticipatedDate	nullable bool	Read Only / System Generated
HasSpecialCountryTax	bool	Read Only / System Generated
AnticipatedDate	nullable date	Read Only / System Generated
ExternalReference	string	String length: inclusive between 0 and 100
UID	globally unique identifier	Read Only / System Generated
CustomerId	integer	Required
CustomerName	string	None.
Customer	Customer	None.
SalesRepresentativeId	nullable integer	None.
SalesRepresentative	Sales Representative	None.
StatusId	nullable integer	None.
Modified	nullable date	Read Only / System Generated
Created	date	Read Only / System Generated
Customer_CurrencyId	nullable integer	None.
Customer_ExchangeRate	nullable decimal	None.
AllocationId	nullable integer	None.
SourceDocumentId	integer	None.
AllocatedToDocumentId	integer	None.
AllocationTotal	decimal	None.
AllocationDiscount	decimal	None.
Lines	Collection of Commercial Document Line	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "AllocationId": 1,
    "SourceDocumentId": 1,
    "AllocatedToDocumentId": 1,
    "AllocationTotal": 1.0,
    "AllocationDiscount": 2.0,
    "CustomerId": 3,
    "CustomerName": "sample string 4",
    "Customer": {
      "Name": "sample string 1",
      "Category": {
        "Description": "sample string 1",
        "ID": 2,
        "Modified": "2024-11-15",
        "Created": "2024-11-15"
      },
      "SalesRepresentativeId": 1,
      "SalesRepresentative": {
        "ID": 1,
        "FirstName": "sample string 2",
        "LastName": "sample string 3",
        "Name": "sample string 2 sample string 3",
        "Active": true,
        "Email": "sample string 6",
        "Mobile": "sample string 7",
        "Telephone": "sample string 8",
        "Created": "2024-11-15",
        "Modified": "2024-11-15"
      },
      "TaxReference": "sample string 2",
      "ContactName": "sample string 3",
      "Telephone": "sample string 4",
      "Fax": "sample string 5",
      "Mobile": "sample string 6",
      "Email": "sample string 7",
      "WebAddress": "sample string 8",
      "Active": true,
      "IsObfuscated": true,
      "Balance": 11.0,
      "CreditLimit": 12.0,
      "CommunicationMethod": 1,
      "PostalAddress01": "sample string 13",
      "PostalAddress02": "sample string 14",
      "PostalAddress03": "sample string 15",
      "PostalAddress04": "sample string 16",
      "PostalAddress05": "sample string 17",
      "DeliveryAddress01": "sample string 18",
      "DeliveryAddress02": "sample string 19",
      "DeliveryAddress03": "sample string 20",
      "DeliveryAddress04": "sample string 21",
      "DeliveryAddress05": "sample string 22",
      "AutoAllocateToOldestInvoice": true,
      "EnableCustomerZone": true,
      "CustomerZoneGuid": "2fbfde93-9ea2-4a1d-9857-de6119c3d4f6",
      "CashSale": true,
      "TextField1": "sample string 25",
      "TextField2": "sample string 26",
      "TextField3": "sample string 27",
      "NumericField1": 1.0,
      "NumericField2": 1.0,
      "NumericField3": 1.0,
      "YesNoField1": true,
      "YesNoField2": true,
      "YesNoField3": true,
      "DateField1": "2024-11-15",
      "DateField2": "2024-11-15",
      "DateField3": "2024-11-15",
      "DefaultPriceListId": 1,
      "DefaultPriceList": {
        "ID": 1,
        "Description": "sample string 2",
        "IsDefault": true
      },
      "DefaultPriceListName": "sample string 2",
      "AcceptsElectronicInvoices": true,
      "Modified": "2024-11-15",
      "Created": "2024-11-15",
      "BusinessRegistrationNumber": "sample string 34",
      "TaxStatusVerified": "2024-11-15",
      "CurrencyId": 1,
      "CurrencySymbol": "sample string 35",
      "HasActivity": true,
      "DefaultDiscountPercentage": 1.0,
      "DefaultTaxTypeId": 1,
      "DefaultTaxType": {
        "ID": 1,
        "Name": "sample string 2",
        "Percentage": 3.1,
        "IsDefault": true,
        "HasActivity": true,
        "IsManualTax": true,
        "Active": true,
        "Created": "2024-11-15",
        "Modified": "2024-11-15",
        "TaxTypeDefaultUID": "12ad4d99-4d6a-4d8a-9baa-5834c98a651b",
        "CompanyId": 9
      },
      "DueDateMethodId": 1,
      "DueDateMethodValue": 1,
      "CityId": 1,
      "AccountingAgreement": true,
      "HasSpecialCountryTaxActivity": true,
      "OutstandingInvoices": true,
      "OverdueInvoices": true,
      "OnHold": true,
      "ExcludeFromDebtorsManager": true,
      "SubjectToDRCVat": true,
      "ID": 40
    },
    "SalesRepresentativeId": 1,
    "SalesRepresentative": {
      "ID": 1,
      "FirstName": "sample string 2",
      "LastName": "sample string 3",
      "Name": "sample string 2 sample string 3",
      "Active": true,
      "Email": "sample string 6",
      "Mobile": "sample string 7",
      "Telephone": "sample string 8",
      "Created": "2024-11-15",
      "Modified": "2024-11-15"
    },
    "StatusId": 1,
    "Modified": "2024-11-15",
    "Created": "2024-11-15",
    "Customer_CurrencyId": 1,
    "Customer_ExchangeRate": 1.0,
    "ID": 6,
    "Date": "2024-11-15",
    "Inclusive": true,
    "DiscountPercentage": 8.1,
    "TaxReference": "sample string 9",
    "DocumentNumber": "sample string 10",
    "Reference": "sample string 11",
    "Message": "sample string 12",
    "Discount": 13.0,
    "Exclusive": 14.0,
    "Tax": 15.0,
    "Rounding": 16.0,
    "Total": 17.0,
    "AmountDue": 18.0,
    "PostalAddress01": "sample string 19",
    "PostalAddress02": "sample string 20",
    "PostalAddress03": "sample string 21",
    "PostalAddress04": "sample string 22",
    "PostalAddress05": "sample string 23",
    "DeliveryAddress01": "sample string 24",
    "DeliveryAddress02": "sample string 25",
    "DeliveryAddress03": "sample string 26",
    "DeliveryAddress04": "sample string 27",
    "DeliveryAddress05": "sample string 28",
    "Printed": true,
    "TaxPeriodId": 1,
    "Editable": true,
    "HasAttachments": true,
    "HasNotes": true,
    "HasAnticipatedDate": true,
    "HasSpecialCountryTax": true,
    "AnticipatedDate": "2024-11-15",
    "ExternalReference": "sample string 33",
    "UID": "9166be49-612e-4305-8828-de49bfca72ee",
    "Lines": [
      {
        "SelectionId": 1,
        "TaxTypeId": 1,
        "ID": 1,
        "Description": "sample string 2",
        "LineType": 0,
        "Quantity": 1.0,
        "UnitPriceExclusive": 3.0,
        "Unit": "sample string 4",
        "UnitPriceInclusive": 5.0,
        "TaxPercentage": 6.1,
        "DiscountPercentage": 7.1,
        "Exclusive": 8.0,
        "Discount": 9.0,
        "Tax": 10.0,
        "Total": 11.0,
        "Comments": "sample string 12",
        "AnalysisCategoryId1": 1,
        "AnalysisCategoryId2": 1,
        "AnalysisCategoryId3": 1,
        "$TrackingCode": "sample string 13",
        "CurrencyId": 1,
        "UnitCost": 1.0,
        "UID": "b0ddb76e-23f4-49b9-a7fd-6b21095002b2"
      },
      {
        "SelectionId": 1,
        "TaxTypeId": 1,
        "ID": 1,
        "Description": "sample string 2",
        "LineType": 0,
        "Quantity": 1.0,
        "UnitPriceExclusive": 3.0,
        "Unit": "sample string 4",
        "UnitPriceInclusive": 5.0,
        "TaxPercentage": 6.1,
        "DiscountPercentage": 7.1,
        "Exclusive": 8.0,
        "Discount": 9.0,
        "Tax": 10.0,
        "Total": 11.0,
        "Comments": "sample string 12",
        "AnalysisCategoryId1": 1,
        "AnalysisCategoryId2": 1,
        "AnalysisCategoryId3": 1,
        "$TrackingCode": "sample string 13",
        "CurrencyId": 1,
        "UnitCost": 1.0,
        "UID": "b0ddb76e-23f4-49b9-a7fd-6b21095002b2"
      }
    ]
  },
  {
    "AllocationId": 1,
    "SourceDocumentId": 1,
    "AllocatedToDocumentId": 1,
    "AllocationTotal": 1.0,
    "AllocationDiscount": 2.0,
    "CustomerId": 3,
    "CustomerName": "sample string 4",
    "Customer": {
      "Name": "sample string 1",
      "Category": {
        "Description": "sample string 1",
        "ID": 2,
        "Modified": "2024-11-15",
        "Created": "2024-11-15"
      },
      "SalesRepresentativeId": 1,
      "SalesRepresentative": {
        "ID": 1,
        "FirstName": "sample string 2",
        "LastName": "sample string 3",
        "Name": "sample string 2 sample string 3",
        "Active": true,
        "Email": "sample string 6",
        "Mobile": "sample string 7",
        "Telephone": "sample string 8",
        "Created": "2024-11-15",
        "Modified": "2024-11-15"
      },
      "TaxReference": "sample string 2",
      "ContactName": "sample string 3",
      "Telephone": "sample string 4",
      "Fax": "sample string 5",
      "Mobile": "sample string 6",
      "Email": "sample string 7",
      "WebAddress": "sample string 8",
      "Active": true,
      "IsObfuscated": true,
      "Balance": 11.0,
      "CreditLimit": 12.0,
      "CommunicationMethod": 1,
      "PostalAddress01": "sample string 13",
      "PostalAddress02": "sample string 14",
      "PostalAddress03": "sample string 15",
      "PostalAddress04": "sample string 16",
      "PostalAddress05": "sample string 17",
      "DeliveryAddress01": "sample string 18",
      "DeliveryAddress02": "sample string 19",
      "DeliveryAddress03": "sample string 20",
      "DeliveryAddress04": "sample string 21",
      "DeliveryAddress05": "sample string 22",
      "AutoAllocateToOldestInvoice": true,
      "EnableCustomerZone": true,
      "CustomerZoneGuid": "2fbfde93-9ea2-4a1d-9857-de6119c3d4f6",
      "CashSale": true,
      "TextField1": "sample string 25",
      "TextField2": "sample string 26",
      "TextField3": "sample string 27",
      "NumericField1": 1.0,
      "NumericField2": 1.0,
      "NumericField3": 1.0,
      "YesNoField1": true,
      "YesNoField2": true,
      "YesNoField3": true,
      "DateField1": "2024-11-15",
      "DateField2": "2024-11-15",
      "DateField3": "2024-11-15",
      "DefaultPriceListId": 1,
      "DefaultPriceList": {
        "ID": 1,
        "Description": "sample string 2",
        "IsDefault": true
      },
      "DefaultPriceListName": "sample string 2",
      "AcceptsElectronicInvoices": true,
      "Modified": "2024-11-15",
      "Created": "2024-11-15",
      "BusinessRegistrationNumber": "sample string 34",
      "TaxStatusVerified": "2024-11-15",
      "CurrencyId": 1,
      "CurrencySymbol": "sample string 35",
      "HasActivity": true,
      "DefaultDiscountPercentage": 1.0,
      "DefaultTaxTypeId": 1,
      "DefaultTaxType": {
        "ID": 1,
        "Name": "sample string 2",
        "Percentage": 3.1,
        "IsDefault": true,
        "HasActivity": true,
        "IsManualTax": true,
        "Active": true,
        "Created": "2024-11-15",
        "Modified": "2024-11-15",
        "TaxTypeDefaultUID": "12ad4d99-4d6a-4d8a-9baa-5834c98a651b",
        "CompanyId": 9
      },
      "DueDateMethodId": 1,
      "DueDateMethodValue": 1,
      "CityId": 1,
      "AccountingAgreement": true,
      "HasSpecialCountryTaxActivity": true,
      "OutstandingInvoices": true,
      "OverdueInvoices": true,
      "OnHold": true,
      "ExcludeFromDebtorsManager": true,
      "SubjectToDRCVat": true,
      "ID": 40
    },
    "SalesRepresentativeId": 1,
    "SalesRepresentative": {
      "ID": 1,
      "FirstName": "sample string 2",
      "LastName": "sample string 3",
      "Name": "sample string 2 sample string 3",
      "Active": true,
      "Email": "sample string 6",
      "Mobile": "sample string 7",
      "Telephone": "sample string 8",
      "Created": "2024-11-15",
      "Modified": "2024-11-15"
    },
    "StatusId": 1,
    "Modified": "2024-11-15",
    "Created": "2024-11-15",
    "Customer_CurrencyId": 1,
    "Customer_ExchangeRate": 1.0,
    "ID": 6,
    "Date": "2024-11-15",
    "Inclusive": true,
    "DiscountPercentage": 8.1,
    "TaxReference": "sample string 9",
    "DocumentNumber": "sample string 10",
    "Reference": "sample string 11",
    "Message": "sample string 12",
    "Discount": 13.0,
    "Exclusive": 14.0,
    "Tax": 15.0,
    "Rounding": 16.0,
    "Total": 17.0,
    "AmountDue": 18.0,
    "PostalAddress01": "sample string 19",
    "PostalAddress02": "sample string 20",
    "PostalAddress03": "sample string 21",
    "PostalAddress04": "sample string 22",
    "PostalAddress05": "sample string 23",
    "DeliveryAddress01": "sample string 24",
    "DeliveryAddress02": "sample string 25",
    "DeliveryAddress03": "sample string 26",
    "DeliveryAddress04": "sample string 27",
    "DeliveryAddress05": "sample string 28",
    "Printed": true,
    "TaxPeriodId": 1,
    "Editable": true,
    "HasAttachments": true,
    "HasNotes": true,
    "HasAnticipatedDate": true,
    "HasSpecialCountryTax": true,
    "AnticipatedDate": "2024-11-15",
    "ExternalReference": "sample string 33",
    "UID": "9166be49-612e-4305-8828-de49bfca72ee",
    "Lines": [
      {
        "SelectionId": 1,
        "TaxTypeId": 1,
        "ID": 1,
        "Description": "sample string 2",
        "LineType": 0,
        "Quantity": 1.0,
        "UnitPriceExclusive": 3.0,
        "Unit": "sample string 4",
        "UnitPriceInclusive": 5.0,
        "TaxPercentage": 6.1,
        "DiscountPercentage": 7.1,
        "Exclusive": 8.0,
        "Discount": 9.0,
        "Tax": 10.0,
        "Total": 11.0,
        "Comments": "sample string 12",
        "AnalysisCategoryId1": 1,
        "AnalysisCategoryId2": 1,
        "AnalysisCategoryId3": 1,
        "$TrackingCode": "sample string 13",
        "CurrencyId": 1,
        "UnitCost": 1.0,
        "UID": "b0ddb76e-23f4-49b9-a7fd-6b21095002b2"
      },
      {
        "SelectionId": 1,
        "TaxTypeId": 1,
        "ID": 1,
        "Description": "sample string 2",
        "LineType": 0,
        "Quantity": 1.0,
        "UnitPriceExclusive": 3.0,
        "Unit": "sample string 4",
        "UnitPriceInclusive": 5.0,
        "TaxPercentage": 6.1,
        "DiscountPercentage": 7.1,
        "Exclusive": 8.0,
        "Discount": 9.0,
        "Tax": 10.0,
        "Total": 11.0,
        "Comments": "sample string 12",
        "AnalysisCategoryId1": 1,
        "AnalysisCategoryId2": 1,
        "AnalysisCategoryId3": 1,
        "$TrackingCode": "sample string 13",
        "CurrencyId": 1,
        "UnitCost": 1.0,
        "UID": "b0ddb76e-23f4-49b9-a7fd-6b21095002b2"
      }
    ]
  }
]