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A Share Plan assigned to an Account. A Share Plan is a way of pooling usage across multiple Services and Packages. This entity is essentially a linking object between a defined Share Plan and an Account.
identity READ-ONLY | "identity": 24 Type: Number This is the unique numeric identifier for the AccountSharePlan |
usageBucketSharePlanId | "usageBucketSharePlanId": 2 Type: Number Unique identifier for the associated UsageBucketSharePlan object. |
usageBucketSharePlanName | "usageBucketSharePlanName": "Sample Name" Type: String The name of the object associated with the usageBucketSharePlanId property. |
usageBucketShareLevelId | "usageBucketShareLevelId": 26 Type: Number Unique identifier for the associated UsageBucketShareLevel object. |
usageBucketShareLevelName | "usageBucketShareLevelName": "Sample Name" Type: String The name of the object associated with the usageBucketShareLevelId property. |
accountId | "accountId": 1 Type: Number Unique identifier for the associated Account object. |
accountName | "accountName": "Sample Name" Type: String The name of the object associated with the accountId property. |
accountServiceId | "accountServiceId": "Hello World" Type: String Unique identifier for the associated AccountService object. |
accountServiceName | "accountServiceName": "Sample Name" Type: String The name of the object associated with the accountServiceId property. |
isAvailable READ-ONLY | "isAvailable": true Type: Boolean If the Share Plan is active. |
sharePlanAccountPackageId | "sharePlanAccountPackageId": "Hello World" Type: String Unique identifier for the associated AccountPackage object. |
sharePlanAccountPackageName | "sharePlanAccountPackageName": "Sample Name" Type: String The name of the object associated with the sharePlanAccountPackageId property. |
sellingAccountPackageId | "sellingAccountPackageId": "Hello World" Type: String Unique identifier for the associated AccountPackage object. |
sellingAccountPackageName | "sellingAccountPackageName": "Sample Name" Type: String The name of the object associated with the sellingAccountPackageId property. |
bucketPriorityTieBreaker | "bucketPriorityTieBreaker": 22 Type: Number The entry resolves any bucket priority issies when multiple buckets are in scope. |
The PATCH verb allows you to update an object. Just like a put, you only need to supply the fields that will be updated in the payload. However, a patch allows you to update many objects at once.
PATCH operations can be used as a standard API call. Below you will find the child objects that can be updated as part of PATCH operations for the AccountSharePlan object.
Standard PATCH objects:
DataFlow PATCH objects:
| DELETE | Account/SharePlan/{id} |
| Delete an instance of the AccountSharePlan object. Upon successful delete, this API will return a record of all of the related objects deleted with this operation. The specifics on which objects have been deleted will depend on which related objects have been populated in the system. | |
| {id} | Unique identifier for the AccountSharePlan object. |
Delete an instance of the AccountSharePlan object. DELETE Account/SharePlan/{id}HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"type": "delete",
"results": {
"totalCount": 4,
"items": [
{
"identity": 1,
"action": "deleted",
"dtoTypeKey": "accountSharePlan"
},
{
"lhsId": 2,
"rhsId": 2,
"action": "detached",
"dtoTypeKey": "sampleObjectConnector"
},
{
"foreignKeyIdentity": 2,
"action": "deleted",
"dtoTypeKey": "sampleObject"
}
]
}
} | |
| GET | Account/SharePlan/ |
| Retrieve all of the AccountSharePlan objects. | |
Retrieve all of the AccountSharePlan objects. GET Account/SharePlan/ HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"totalCount": 1,
"items": [
{
"identity": 1,
"usageBucketSharePlanId": 22,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 4,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 3,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 6
}
]
} | |
| GET | Account/SharePlan/Paged |
| Retrieve all of the AccountSharePlan objects in a paged fashion. This endpoint implements pagination for its results. Individual pages can be requested to return a particular paged set in the list of results. To learn more, see details on working with paginated endpoints. | |
Retrieve all of the AccountSharePlan objects in a paged fashion. GET Account/SharePlan/Paged HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"pagination": {
"pageNumber": 1,
"pageSize": 20,
"excludeTotalCount": false
},
"pagedResults": {
"totalCount": 1,
"items": [
{
"identity": 1,
"usageBucketSharePlanId": 20,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 11,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 16,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 15
}
]
}
} | |
| GET | Account/SharePlan/{accountSharePlanId}/UsageBucket/{usageBucketId}/Notification |
| Retrieve all of the AccountSharePlan objects. | |
Retrieve all of the AccountSharePlan objects. GET Account/SharePlan/{accountSharePlanId}/UsageBucket/{usageBucketId}/NotificationHTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"totalCount": 1,
"items": [
{
"identity": 1,
"usageBucketSharePlanId": 10,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 1,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 21,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 11
}
]
} | |
| GET | Account/SharePlan/{id} |
| Retrieve an instance of the AccountSharePlan object by its ID. | |
| {id} | Unique identifier for the AccountSharePlan object. |
Retrieve an instance of the AccountSharePlan object by its ID. GET Account/SharePlan/{id}HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"instance": {
"identity": 1,
"usageBucketSharePlanId": 15,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 15,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 27,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 8
}
} | |
| GET | Account/SharePlan/{id}/Detail |
| Retrieve deep detail of the AccountSharePlan object by its ID. This endpoint returns additional detailed data related to this object. The specifics on which data is returned will depend on which related objects have been populated in the system. | |
| {id} | Unique identifier for the AccountSharePlan object. |
Retrieve deep detail of the AccountSharePlan object by its ID. GET Account/SharePlan/{id}/DetailHTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"instance": {
"identity": 1,
"usageBucketSharePlanId": 7,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 19,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 20,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 19,
"details": {
"participation": [
{
"identity": 37,
"accountSharePlanId": 15,
"serviceId": 13,
"serviceName": "Sample Text Data",
"packageId": 34,
"packageName": "Sample Text Data",
"dataParticipatingLimit": 62.57,
"dataUsageUnitId": 28,
"dataUsageUnitName": "Sample Text Data",
"timeParticipatingLimit": 85.75,
"timeUsageUnitId": 79,
"timeUsageUnitName": "Sample Text Data",
"countParticipatingLimit": 91.27,
"countUsageUnitId": 78,
"countUsageUnitName": "Sample Text Data",
"moneyParticipatingLimit": 54.49,
"moneyUsageUnitId": 50,
"moneyUsageUnitName": "Sample Text Data",
"quantity": 80
}
],
"accountServiceUsageBuckets": [
{
"identity": 38,
"usageBucketId": 19,
"usageBucketName": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"refillFrequency": 44,
"refillFrequencyTypeId": 71,
"refillFrequencyTypeName": "Sample Text Data",
"effective": "2021-04-26T15:25:27.587Z",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"prorate": true,
"isInfiniteLastTier": true,
"isThresholdPerAccountService": true,
"usageBucketRefillTypeId": 24,
"usageBucketRefillTypeName": "Sample Text Data",
"expireAfterFrequency": 68,
"expireAfterFrequencyTypeId": 13,
"expireAfterFrequencyTypeName": "Sample Text Data",
"expireAfterRecurrence": 94,
"accountPackageActivation": true,
"isSharedAcrossPackage": true,
"overageUsageRatePlanId": 35,
"overageUsageRatePlanName": "Sample Text Data",
"details": {
"tiers": [
{
"identity": 22,
"usageBucketTierId": 40,
"accountServiceUsageBucketId": 95,
"threshold": 92.17,
"flatCharge": 92.12,
"usageUnitId": 34,
"usageUnitName": "Sample Text Data",
"money": 82.57
}
],
"contributions": [
{
"identity": 76,
"accountSharePlanParticipationId": 61,
"accountServiceUsageBucketId": 64,
"isContributing": true,
"contributingAmount": 78.38,
"contributingUsageUnitId": 81,
"contributingUsageUnitName": "Sample Text Data"
}
]
}
}
],
"sellingAccountPackage": {
"accountId": 82,
"accountName": "Sample Text Data",
"created": "2021-04-26T15:25:27.587Z",
"nextBill": "2021-04-26T15:25:27.587Z",
"name": "Sample Text Data",
"lastStatusChanged": "2021-04-26T15:25:27.587Z",
"effective": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"packageFrequencyId": 13,
"packageFrequencyName": "Sample Text Data",
"createdByUserId": 80,
"createdByUserName": "Sample Text Data",
"billDay": 0,
"updatedByUserId": 35,
"updatedByUserName": "Sample Text Data",
"usageBillDay": 71,
"activation": "2021-04-26T15:25:27.587Z",
"finalBill": "2021-04-26T15:25:27.587Z",
"lastBilled": "2021-04-26T15:25:27.587Z",
"accountSharePlanId": 38,
"lastUsageBilled": "2021-04-26T15:25:27.587Z",
"accountProductCodeId": 80,
"accountProductCodeName": "Sample Text Data",
"packageCategoryId": 94,
"packageCategoryName": "Sample Text Data",
"chargeRecurringIfUsage": true,
"updatedByPortalUserId": 68,
"updatedByPortalUserName": "Sample Text Data",
"pendingBillDay": 12,
"pendingUsageBillDay": 89,
"billCancelOptionTypeId": 11,
"billCancelOptionTypeName": "Sample Text Data",
"waiveEarlyTerminationFee": true,
"billingActivationTypeId": 26,
"billingActivationTypeName": "Sample Text Data",
"quantity": 9,
"isQuantityAllowed": true,
"priceBookId": 22,
"priceBookName": "Sample Text Data",
"accountContractId": 27,
"accountContractName": "Sample Text Data",
"taxAddressId": 29,
"taxAddressName": "Sample Text Data",
"billedThrough": "2021-04-26T15:25:27.587Z",
"usageBilledThrough": "2021-04-26T15:25:27.587Z",
"details": {
"accountServices": [
{
"serviceId": 98,
"serviceName": "Sample Text Data",
"accountId": 59,
"accountName": "Sample Text Data",
"created": "2021-04-26T15:25:27.587Z",
"accountPackageName": "Sample Text Data",
"name": "Sample Text Data",
"amount": 88.58,
"updated": "2021-04-26T15:25:27.587Z",
"effective": "2021-04-26T15:25:27.587Z",
"posted": "2021-04-26T15:25:27.587Z",
"createdByUserId": 15,
"createdByUserName": "Sample Text Data",
"updatedByUserId": 82,
"updatedByUserName": "Sample Text Data",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"usageNextBill": "2021-04-26T15:25:27.587Z",
"usageFinalBill": "2021-04-26T15:25:27.587Z",
"finalBill": "2021-04-26T15:25:27.587Z",
"lastBilled": "2021-04-26T15:25:27.587Z",
"lastUsageBilled": "2021-04-26T15:25:27.587Z",
"addOnPackageFrequencyId": 87,
"addOnPackageFrequencyName": "Sample Text Data",
"billCancelOptionTypeId": 6,
"billCancelOptionTypeName": "Sample Text Data",
"isTaxInclusive": true,
"serviceTaxCategoryId": 52,
"serviceTaxCategoryName": "Sample Text Data",
"details": {
"temporalData": [
{
"accountServiceName": "Sample Text Data",
"serviceStatusTypeId": 64,
"serviceStatusTypeName": "Sample Text Data",
"udrUsageIdentifier": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"end": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"accountServiceUsageBuckets": [
{
"identity": 47,
"usageBucketId": 67,
"usageBucketName": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"refillFrequency": 4,
"refillFrequencyTypeId": 7,
"refillFrequencyTypeName": "Sample Text Data",
"effective": "2021-04-26T15:25:27.587Z",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"prorate": true,
"isInfiniteLastTier": true,
"isThresholdPerAccountService": true,
"usageBucketRefillTypeId": 80,
"usageBucketRefillTypeName": "Sample Text Data",
"expireAfterFrequency": 42,
"expireAfterFrequencyTypeId": 15,
"expireAfterFrequencyTypeName": "Sample Text Data",
"expireAfterRecurrence": 22,
"accountPackageActivation": true,
"isSharedAcrossPackage": true,
"overageUsageRatePlanId": 76,
"overageUsageRatePlanName": "Sample Text Data",
"details": {
"tiers": [
{
"identity": 47,
"usageBucketTierId": 45,
"accountServiceUsageBucketId": 79,
"threshold": 86.39,
"flatCharge": 65.92,
"usageUnitId": 9,
"usageUnitName": "Sample Text Data",
"money": 95.86
}
],
"contributions": [
{
"identity": 22,
"accountSharePlanParticipationId": 85,
"accountServiceUsageBucketId": 33,
"isContributing": true,
"contributingAmount": 17.72,
"contributingUsageUnitId": 44,
"contributingUsageUnitName": "Sample Text Data"
}
]
}
}
],
"discountTracking": [
{
"identity": 73,
"accountServiceName": "Sample Text Data",
"accountPackageServiceDiscountId": 46,
"frequency": 89,
"frequencyTypeId": 80,
"frequencyTypeName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"lastProcessed": "2021-04-26T15:25:27.587Z",
"finalized": "2021-04-26T15:25:27.587Z"
}
],
"discountPromoCodes": [
{
"identity": 10,
"name": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"generalLedgerId": 64,
"isFreeTrial": true,
"isNegativeAllowed": true
}
]
}
}
],
"currentRatePlan": {
"identity": 79,
"name": "Sample Text Data",
"displayName": "Sample Text Data",
"updated": "2021-04-26T15:25:27.587Z",
"start": "2021-04-26T15:25:27.587Z"
},
"transitionPrices": [
{
"identity": 41,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 82,
"serviceTransitionId": 95,
"serviceTransitionName": "Sample Text Data",
"amount": 38.81,
"chargeServiceId": 39,
"chargeServiceName": "Sample Text Data",
"penaltyCharge": 93.58,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"nonRecurringPrices": [
{
"identity": 66,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 29,
"pricePlanTierTypeId": 55,
"pricePlanTierTypeName": "Sample Text Data",
"amount": 53.73,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"details": {
"tiers": [
{
"identity": 31,
"accountPackageNonRecurringPriceId": 56,
"amount": 67.89,
"threshold": 70,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
]
}
}
],
"recurringPrices": [
{
"identity": 17,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 1,
"serviceStatusTypeId": 63,
"serviceStatusTypeName": "Sample Text Data",
"amount": 0.83,
"pricePlanTierTypeId": 6,
"pricePlanTierTypeName": "Sample Text Data",
"details": {
"identity": 67,
"accountPackageRecurringPriceId": 49,
"threshold": 20,
"amount": 60.3,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
},
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"serviceDiscounts": [
{
"identity": 6,
"accountPackageName": "Sample Text Data",
"serviceId": 65,
"serviceName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"packageServiceDiscountId": 60,
"generalLedgerId": 45,
"generalLedgerName": "Sample Text Data",
"discountName": "Sample Text Data",
"isProrated": true,
"isFreeTrial": true,
"isNegativeAllowed": true,
"details": {
"identity": 4,
"accountPackageServiceDiscountId": 23,
"accountPackageServiceDiscountName": "Sample Text Data",
"serviceStatusTypeId": 94,
"serviceStatusTypeName": "Sample Text Data",
"discountPromoCodeId": 45,
"discountPromoCodeName": "Sample Text Data",
"discountId": 61,
"details": {
"discountAmounts": [
{
"identity": 31,
"discountId": 18,
"discountTypeId": 27,
"discountTypeName": "Sample Text Data",
"frequency": 12,
"frequencyTypeId": 28,
"frequencyTypeName": "Sample Text Data",
"amount": 69.57,
"appliedOrder": 69
}
]
}
}
}
],
"temporalData": [
{
"accountPackageName": "Sample Text Data",
"accountPackageStatusTypeId": 27,
"accountPackageStatusTypeName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"end": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"latestPackageTerm": {
"accountPackageName": "Sample Text Data",
"termId": 31,
"name": "Sample Text Data",
"isActive": true,
"frequency": 73,
"frequencyTypeId": 12,
"frequencyTypeName": "Sample Text Data",
"penaltyServiceId": 75,
"penaltyServiceName": "Sample Text Data",
"chargeRemainder": true,
"termPenaltyAmount": 74.44,
"contractStart": "2021-04-26T15:25:27.587Z",
"termRenewalTypeId": 55,
"renewTermId": 86,
"renewTermStart": "2021-04-26T15:25:27.587Z",
"contractEnd": "2021-04-26T15:25:27.587Z"
},
"packageTerms": [
{
"accountPackageName": "Sample Text Data",
"termId": 50,
"termName": "Sample Text Data",
"termStart": "2021-04-26T15:25:27.587Z",
"termRenewalTypeId": 82,
"termRenewalTypeName": "Sample Text Data",
"renewTermId": 18,
"renewTermName": "Sample Text Data",
"renewTermStart": "2021-04-26T15:25:27.587Z",
"endDate": "2021-04-26T15:25:27.587Z"
}
],
"taxAddress": {
"identity": 63,
"name": "Sample Text Data",
"isShared": true,
"accountId": 47,
"accountName": "Sample Text Data",
"addressId": 8,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"saveTaxAddressOnInvoicer": true,
"address1": "Sample Text Data",
"address2": "Sample Text Data",
"stateId": 63,
"stateName": "Sample Text Data",
"stateCode": "Sample Text Data",
"countryId": 23,
"countryName": "Sample Text Data",
"countryCode": "Sample Text Data",
"zipCode": "Sample Text Data",
"cityName": "Sample Text Data",
"taxJurisdictionCodeUpdated": "2021-04-26T15:25:27.587Z",
"isIncorporated": true,
"fetchTaxJurisdicationAsync": true
}
}
},
"addOnAccountPackages": [
{
"accountId": 1,
"accountName": "Sample Text Data",
"created": "2021-04-26T15:25:27.587Z",
"nextBill": "2021-04-26T15:25:27.587Z",
"name": "Sample Text Data",
"lastStatusChanged": "2021-04-26T15:25:27.587Z",
"effective": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"packageFrequencyId": 16,
"packageFrequencyName": "Sample Text Data",
"createdByUserId": 50,
"createdByUserName": "Sample Text Data",
"billDay": 53,
"updatedByUserId": 74,
"updatedByUserName": "Sample Text Data",
"usageBillDay": 93,
"activation": "2021-04-26T15:25:27.587Z",
"finalBill": "2021-04-26T15:25:27.587Z",
"lastBilled": "2021-04-26T15:25:27.587Z",
"accountSharePlanId": 22,
"lastUsageBilled": "2021-04-26T15:25:27.587Z",
"accountProductCodeId": 47,
"accountProductCodeName": "Sample Text Data",
"packageCategoryId": 43,
"packageCategoryName": "Sample Text Data",
"chargeRecurringIfUsage": true,
"updatedByPortalUserId": 3,
"updatedByPortalUserName": "Sample Text Data",
"pendingBillDay": 66,
"pendingUsageBillDay": 81,
"billCancelOptionTypeId": 94,
"billCancelOptionTypeName": "Sample Text Data",
"waiveEarlyTerminationFee": true,
"billingActivationTypeId": 25,
"billingActivationTypeName": "Sample Text Data",
"quantity": 10,
"isQuantityAllowed": true,
"priceBookId": 19,
"priceBookName": "Sample Text Data",
"accountContractId": 14,
"accountContractName": "Sample Text Data",
"taxAddressId": 65,
"taxAddressName": "Sample Text Data",
"billedThrough": "2021-04-26T15:25:27.587Z",
"usageBilledThrough": "2021-04-26T15:25:27.587Z",
"details": {
"accountServices": [
{
"serviceId": 15,
"serviceName": "Sample Text Data",
"accountId": 50,
"accountName": "Sample Text Data",
"created": "2021-04-26T15:25:27.587Z",
"accountPackageName": "Sample Text Data",
"name": "Sample Text Data",
"amount": 41.56,
"updated": "2021-04-26T15:25:27.587Z",
"effective": "2021-04-26T15:25:27.587Z",
"posted": "2021-04-26T15:25:27.587Z",
"createdByUserId": 50,
"createdByUserName": "Sample Text Data",
"updatedByUserId": 42,
"updatedByUserName": "Sample Text Data",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"usageNextBill": "2021-04-26T15:25:27.587Z",
"usageFinalBill": "2021-04-26T15:25:27.587Z",
"finalBill": "2021-04-26T15:25:27.587Z",
"lastBilled": "2021-04-26T15:25:27.587Z",
"lastUsageBilled": "2021-04-26T15:25:27.587Z",
"addOnPackageFrequencyId": 21,
"addOnPackageFrequencyName": "Sample Text Data",
"billCancelOptionTypeId": 18,
"billCancelOptionTypeName": "Sample Text Data",
"isTaxInclusive": true,
"serviceTaxCategoryId": 27,
"serviceTaxCategoryName": "Sample Text Data",
"details": {
"temporalData": [
{
"accountServiceName": "Sample Text Data",
"serviceStatusTypeId": 43,
"serviceStatusTypeName": "Sample Text Data",
"udrUsageIdentifier": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"end": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"accountServiceUsageBuckets": [
{
"identity": 24,
"usageBucketId": 36,
"usageBucketName": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"refillFrequency": 72,
"refillFrequencyTypeId": 41,
"refillFrequencyTypeName": "Sample Text Data",
"effective": "2021-04-26T15:25:27.587Z",
"effectiveCancel": "2021-04-26T15:25:27.587Z",
"prorate": true,
"isInfiniteLastTier": true,
"isThresholdPerAccountService": true,
"usageBucketRefillTypeId": 58,
"usageBucketRefillTypeName": "Sample Text Data",
"expireAfterFrequency": 35,
"expireAfterFrequencyTypeId": 25,
"expireAfterFrequencyTypeName": "Sample Text Data",
"expireAfterRecurrence": 27,
"accountPackageActivation": true,
"isSharedAcrossPackage": true,
"overageUsageRatePlanId": 94,
"overageUsageRatePlanName": "Sample Text Data",
"details": {
"tiers": [
{
"identity": 3,
"usageBucketTierId": 67,
"accountServiceUsageBucketId": 93,
"threshold": 73.85,
"flatCharge": 51.85,
"usageUnitId": 59,
"usageUnitName": "Sample Text Data",
"money": 70.2
}
],
"contributions": [
{
"identity": 63,
"accountSharePlanParticipationId": 48,
"accountServiceUsageBucketId": 73,
"isContributing": true,
"contributingAmount": 38.6,
"contributingUsageUnitId": 92,
"contributingUsageUnitName": "Sample Text Data"
}
]
}
}
],
"discountTracking": [
{
"identity": 47,
"accountServiceName": "Sample Text Data",
"accountPackageServiceDiscountId": 55,
"frequency": 99,
"frequencyTypeId": 72,
"frequencyTypeName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"lastProcessed": "2021-04-26T15:25:27.587Z",
"finalized": "2021-04-26T15:25:27.587Z"
}
],
"discountPromoCodes": [
{
"identity": 14,
"name": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"generalLedgerId": 43,
"isFreeTrial": true,
"isNegativeAllowed": true
}
]
}
}
],
"currentRatePlan": {
"identity": 25,
"name": "Sample Text Data",
"displayName": "Sample Text Data",
"updated": "2021-04-26T15:25:27.587Z",
"start": "2021-04-26T15:25:27.587Z"
},
"transitionPrices": [
{
"identity": 69,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 5,
"serviceTransitionId": 25,
"serviceTransitionName": "Sample Text Data",
"amount": 34.27,
"chargeServiceId": 40,
"chargeServiceName": "Sample Text Data",
"penaltyCharge": 16.49,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"nonRecurringPrices": [
{
"identity": 91,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 72,
"pricePlanTierTypeId": 78,
"pricePlanTierTypeName": "Sample Text Data",
"amount": 23.61,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"details": {
"tiers": [
{
"identity": 67,
"accountPackageNonRecurringPriceId": 90,
"amount": 54.17,
"threshold": 55,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
]
}
}
],
"recurringPrices": [
{
"identity": 44,
"accountPackageName": "Sample Text Data",
"packageServicePricePlanId": 98,
"serviceStatusTypeId": 17,
"serviceStatusTypeName": "Sample Text Data",
"amount": 54.23,
"pricePlanTierTypeId": 80,
"pricePlanTierTypeName": "Sample Text Data",
"details": {
"identity": 85,
"accountPackageRecurringPriceId": 39,
"threshold": 8,
"amount": 45.87,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
},
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"serviceDiscounts": [
{
"identity": 35,
"accountPackageName": "Sample Text Data",
"serviceId": 1,
"serviceName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"packageServiceDiscountId": 2,
"generalLedgerId": 17,
"generalLedgerName": "Sample Text Data",
"discountName": "Sample Text Data",
"isProrated": true,
"isFreeTrial": true,
"isNegativeAllowed": true,
"details": {
"identity": 98,
"accountPackageServiceDiscountId": 45,
"accountPackageServiceDiscountName": "Sample Text Data",
"serviceStatusTypeId": 19,
"serviceStatusTypeName": "Sample Text Data",
"discountPromoCodeId": 56,
"discountPromoCodeName": "Sample Text Data",
"discountId": 54,
"details": {
"discountAmounts": [
{
"identity": 48,
"discountId": 16,
"discountTypeId": 33,
"discountTypeName": "Sample Text Data",
"frequency": 42,
"frequencyTypeId": 17,
"frequencyTypeName": "Sample Text Data",
"amount": 60.18,
"appliedOrder": 86
}
]
}
}
}
],
"temporalData": [
{
"accountPackageName": "Sample Text Data",
"accountPackageStatusTypeId": 67,
"accountPackageStatusTypeName": "Sample Text Data",
"start": "2021-04-26T15:25:27.587Z",
"end": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z"
}
],
"latestPackageTerm": {
"accountPackageName": "Sample Text Data",
"termId": 50,
"name": "Sample Text Data",
"isActive": true,
"frequency": 89,
"frequencyTypeId": 2,
"frequencyTypeName": "Sample Text Data",
"penaltyServiceId": 24,
"penaltyServiceName": "Sample Text Data",
"chargeRemainder": true,
"termPenaltyAmount": 54.94,
"contractStart": "2021-04-26T15:25:27.587Z",
"termRenewalTypeId": 55,
"renewTermId": 73,
"renewTermStart": "2021-04-26T15:25:27.587Z",
"contractEnd": "2021-04-26T15:25:27.587Z"
},
"packageTerms": [
{
"accountPackageName": "Sample Text Data",
"termId": 64,
"termName": "Sample Text Data",
"termStart": "2021-04-26T15:25:27.587Z",
"termRenewalTypeId": 65,
"termRenewalTypeName": "Sample Text Data",
"renewTermId": 16,
"renewTermName": "Sample Text Data",
"renewTermStart": "2021-04-26T15:25:27.587Z",
"endDate": "2021-04-26T15:25:27.587Z"
}
],
"taxAddress": {
"identity": 48,
"name": "Sample Text Data",
"isShared": true,
"accountId": 23,
"accountName": "Sample Text Data",
"addressId": 32,
"created": "2021-04-26T15:25:27.587Z",
"updated": "2021-04-26T15:25:27.587Z",
"saveTaxAddressOnInvoicer": true,
"address1": "Sample Text Data",
"address2": "Sample Text Data",
"stateId": 53,
"stateName": "Sample Text Data",
"stateCode": "Sample Text Data",
"countryId": 22,
"countryName": "Sample Text Data",
"countryCode": "Sample Text Data",
"zipCode": "Sample Text Data",
"cityName": "Sample Text Data",
"taxJurisdictionCodeUpdated": "2021-04-26T15:25:27.587Z",
"isIncorporated": true,
"fetchTaxJurisdicationAsync": true
}
}
}
]
}
}
} | |
| PATCH | Account/SharePlan/{id} |
| Update or Add the AccountSharePlan object and optionally make changes to any child objects. Patch end points allow for adding/updating multiple related entities and the results of those changes will be reported in the response JSON payload in the items array. | |
| {id} | Unique identifier for the AccountSharePlan object. |
Update or Add the AccountSharePlan object and optionally make changes to any child objects. PATCH Account/SharePlan/{id}
{
"details": {},
"accountSharePlans": {
"items": [
{
"patchType": "create",
"patchClientId": 1,
"usageBucketSharePlanId": 4,
"usageBucketShareLevelId": 11,
"accountId": 0,
"accountServiceId": "Sample Text Data",
"sharePlanAccountPackageId": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"bucketPriorityTieBreaker": 17
}
]
}
}HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"type": "patch",
"results": {
"totalCount": 1,
"items": [
{
"identity": 1,
"action": "created",
"dtoTypeKey": "accountSharePlan",
"instance": {
"identity": 1,
"usageBucketSharePlanId": 8,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 27,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 9,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 5
}
}
]
}
} | |
| POST | Account/SharePlan/{id}/AddOn |
| A user friendly way to create an Account Share Plan Add On. Sample shows adding a recurring Account Share Plan Add On with a price override. | |
| {id} | Unique identifier for the AccountSharePlan object. |
A user friendly way to create an Account Share Plan Add On. POST Account/SharePlan/{id}/AddOn
{
"packageName": "Share Plan Add On Package",
"packageFrequencyName": "Share Plan Add On Package Frequency",
"effective": "2023-01-01",
"recurringPriceOverride": {
"instance": {
"serviceName": "Share Plan Add On Service",
"amount": "999"
}
}
}HTTP/1.1 200 OK
{
"trackingId": "d090d5a4-8b75-4068-a43c-f3b79fae5de9",
"type": "create",
"results": {
"totalCount": 7,
"items": [
{
"identity": 3177,
"action": "created",
"dtoTypeKey": "accountPackage",
"instance": {
"identity": 3177,
"accountId": 10000003,
"accountName": "Dan Steele",
"created": "2023-06-23T18:36:48.073Z",
"nextBill": "2023-01-01T00:00:00Z",
"name": "Share Plan Add On Package (8E0F041F)",
"effective": "2023-01-01T00:00:00Z",
"packageFrequencyId": 1147,
"packageFrequencyName": "Share Plan Add On Package Frequency",
"createdByUserId": 8000,
"createdByUserName": "LogiSense Support",
"accountSharePlanId": 2,
"packageCategoryId": 4,
"packageCategoryName": "Share Plan Add-on",
"chargeRecurringIfUsage": false,
"waiveEarlyTerminationFee": false,
"quantity": 1,
"isQuantityAllowed": false,
"priceBookId": 1,
"priceBookName": "Standard Price Book"
}
},
{
"identity": 20125,
"action": "created",
"dtoTypeKey": "accountService",
"instance": {
"identity": 20125,
"serviceId": 1196,
"serviceName": "Share Plan Add On Service",
"accountId": 10000003,
"accountName": "Dan Steele",
"created": "2023-06-23T18:36:48.073Z",
"accountPackageId": 3177,
"accountPackageName": "Share Plan Add On Package (8E0F041F)",
"name": "Share Plan Add On Service (B9852F7C)",
"createdByUserId": 8000,
"createdByUserName": "LogiSense Support",
"usageNextBill": "2023-02-01T00:00:00Z",
"isTaxInclusive": false
}
},
{
"identity": 9,
"action": "created",
"dtoTypeKey": "accountServiceUsageBucket",
"instance": {
"identity": 9,
"usageBucketId": 1,
"usageBucketName": "Internet Data",
"accountServiceId": 20125,
"accountServiceName": "Share Plan Add On Service (B9852F7C)",
"refillFrequency": 3,
"refillFrequencyTypeId": 3,
"refillFrequencyTypeName": "Month",
"prorate": true,
"isInfiniteLastTier": false,
"isThresholdPerAccountService": false,
"usageBucketRefillTypeId": 6,
"usageBucketRefillTypeName": "Recurring with rollover",
"expireAfterRecurrence": 5,
"accountPackageActivation": false,
"isSharedAcrossPackage": false,
"overageUsageRatePlanId": null,
"overageUsageRatePlanName": null
}
},
{
"identity": 11,
"action": "created",
"dtoTypeKey": "accountServiceUsageBucketTier",
"instance": {
"identity": 11,
"usageBucketTierId": 201,
"accountServiceUsageBucketId": 9,
"threshold": 500.00000000000,
"flatCharge": 0.00000000000,
"usageUnitId": 8,
"usageUnitName": "GB"
}
},
{
"identity": 385,
"action": "created",
"dtoTypeKey": "accountServiceTemporal",
"instance": {
"identity": 385,
"accountServiceId": 20125,
"accountServiceName": "Share Plan Add On Service (B9852F7C)",
"serviceStatusTypeId": 12,
"serviceStatusTypeName": "Active"
}
},
{
"identity": 103,
"action": "created",
"dtoTypeKey": "accountPackageRecurringPrice",
"instance": {
"identity": 103,
"accountPackageId": 3177,
"accountPackageName": "Share Plan Add On Package (8E0F041F)",
"packageServicePricePlanId": 3074,
"serviceStatusTypeId": 12,
"serviceStatusTypeName": "Active",
"amount": 999.00000000000,
"pricePlanTierTypeId": 2,
"pricePlanTierTypeName": "Not Tiered"
}
},
{
"identity": 239,
"action": "created",
"dtoTypeKey": "accountPackageTemporal",
"instance": {
"identity": 239,
"accountPackageId": 3177,
"accountPackageName": "Share Plan Add On Package (8E0F041F)",
"accountPackageStatusTypeId": 99,
"accountPackageStatusTypeName": "Active"
}
}
]
}
} | |
| PUT | Account/SharePlan/ForAccount/{id}/Rank |
| Re-arrange the order of Account Share Plan Add On. When a Service / Package is part of multiple AccountSharePlans, the bucketing engine needs to know the priority of the associated buckets. The Rank defined based on the order of the AccountSharePlan will be used to identify the priority. This API is expecting all the AccountSharePlan ids of the account to be passed in order of priority. | |
| {id} | Unique identifier for the AccountSharePlan object. |
Re-arrange the order of Account Share Plan Add On. PUT Account/SharePlan/ForAccount/{id}/Rank
[
13,
20,
12,
41
]HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"type": "update",
"results": {
"totalCount": 1,
"items": [
{
"identity": 1,
"usageBucketSharePlanId": 22,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 1,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 26,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 24
}
]
}
} | |
| PUT | Account/SharePlan/{id} |
| Update an existing instance of the AccountSharePlan object. | |
Update an existing instance of the AccountSharePlan object. PUT Account/SharePlan/{id}
{
"identity": 1,
"usageBucketSharePlanId": 17,
"usageBucketShareLevelId": 20,
"accountId": 25,
"accountServiceId": "Sample Text Data",
"sharePlanAccountPackageId": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"bucketPriorityTieBreaker": 11
}HTTP/1.1 200 OK
{
"trackingId": "d2ae5304-2355-44eb-a328-272f02935f8b",
"type": "update",
"results": {
"totalCount": 1,
"items": [
{
"identity": 1,
"usageBucketSharePlanId": 11,
"usageBucketSharePlanName": "Sample Text Data",
"usageBucketShareLevelId": 15,
"usageBucketShareLevelName": "Sample Text Data",
"accountId": 17,
"accountName": "Sample Text Data",
"accountServiceId": "Sample Text Data",
"accountServiceName": "Sample Text Data",
"isAvailable": true,
"sharePlanAccountPackageId": "Sample Text Data",
"sharePlanAccountPackageName": "Sample Text Data",
"sellingAccountPackageId": "Sample Text Data",
"sellingAccountPackageName": "Sample Text Data",
"bucketPriorityTieBreaker": 10
}
]
}
} | |