The customer invoice works the same as the A/P invoice.
Now to answer the questions:
* POST A/R Invoice
** When creating an A/R (Customer) Invoice via the API, will the Terms get set using the Customer's Payment Terms, if not specified in the request?
Yes.** If the Customer has no Payment Terms set, is there a default Terms that will be used, if not specified in the A/R API request?
No.** If we specify the "Date" on an A/R Invoice request, will the API calculate/set the Due/Discount dates using the Terms on the Invoice?
Yes.* POST Customer
** Is there a system setting/preference for the default Payment Terms for a Customer? We're wondering if we would need a setting on our end to store a default Payment Terms and send that with each customer or if it would be set in the CPA API if we do not specify it.
There is no default for a new customer. However, I'd suggest setting up a default customer (we call it a "template customer") and then setting the templateId field to the template customer's ID* POST A/P Invoice
** When creating an A/P (Vendor) Invoice via the API, will the Terms get set using the Vendor's Payment Terms, if not specified in the request?
Currently, no. In v20, yes.** If the Vendor has no Payment Terms set, is there a default Terms that will be used, if not specified in the A/P API request?
No.** If we specify the "Date" on an A/P Invoice request, will the API calculate/set the Due/Discount dates using the Terms on the Invoice?
Yes.* POST Vendor
** Is there a system setting/preference for the default Payment Terms for a Vendor? We're wondering if we would need a setting on our end to store a default Payment Terms and send that with each customer or if it would be set in the CPA API if we do not specify it.
No, but you can specify a template vendor to use via the templateId field like you can for the customerAs long as I'm messing around on this, I'll add my three greatest frustrations trying to test this so you can, hopefully, avoid them:
1. The logic for opening new periods in CenterPoint is tied to the U/I. Almost every time I try to test, I get a message about a period not being open. To fix it, I go into CenterPoint and open any transaction screen and enter a date in the future. Today, for example, I got the error again and had to open up BusinessSample in CenterPoint, go to a transaction screen (Sales Orders) and enter 12/31/2025.
2. When creating customer invoices, you can get an "empty error" when the customer's credit limit is exceeded. So today, I had to open up the customer and set a high credit limit. This is only a problem in Business, I believe. And I think you can turn of credit limit checks in Preferences.
3. CenterPoint has verticals (e.g. Ag, Business, etc.) The API is going to assume the vertical is the one you installed last which can lead to "this database was created with another product" errors and makes testing against multiple verticals a burden. If this will be a problem for you, let me know.
Also, I ran tests today against BusinessSample - to prepare, I had to enter 12/31/2025 in a transaction screen's date field to open periods for the year. I also made "Alpine, Inc" a customer by going into Names maintenance and checking the "Is Customer" box. Then I went into Customer maintenance and set Alpine's credit limit to 9000 and set their terms to Net30. I also went into Vendor maintenance and set their A/P terms to Net30 too.
My A/P Test DTO for the Business vertical using the sample database BusinessSample was
Code:
{
"companyId": 2147470000,
"vendorId": 2147469996,
"date": "8-1-2025",
"invoiceNumber": "10003",
"lines": [
{
"salesItemId": 2147470000,
"quantity1": 1,
"unitCost": 102,
"notation": "testing vendor's default terms"
}
]
}
My A/R Test DTO was
Code:
{
"companyId": 2147470000,
"customerId": 2147469996,
"date": "8-1-2025",
"invoiceNumber": "10003",
"lines": [
{
"salesItemId": 2147470000,
"quantity": 2,
"unitprice": 200,
"notation": "testing customer's default terms"
}
]
}
The return value will show the discount and due date calculated based on the Net30 terms in both cases. I didn't do the calculation myself to verify, but I did check against what the UI in CenterPoint calculated.
Edited by user Tuesday, July 29, 2025 2:17:31 PM(UTC)
| Reason: Set colors on reply text, inadequate proofreading
