AdjustmentReason

Version: 1.33

The adjustmentReason is required when using the Entity Adjustment and can be queried to have it to use when creating the Adjustment.

Create your Adjustment Reasons through Gotransverse and view and use them in either the GUI or through the API.

You cannot create Adjustment Reasons through the API; you can only view and use them.

Perform Through the GUI

  • CREATE the Adjustment Reason.

  • View the list of Adjustment Reasons available.

Perform Through the API

  • Query for a list of Adjustment Reasons.

  • View the list of Adjustment Reasons available.

  • Use an Adjustment Reason when creating the Adjustment.

Parameters

Each Adjustment Reason shown from the Query shows information for a number of Elements in the Entity. The following table shows the Elements, details of the Elements, and brief descriptions.

Elements
Element Name Query Key Element Type Field Length Description

queryScope

 

QueryScope

- -

Whether default query results are overridden by QueryScope resulting in SHALLOW or DEEP query results.

eid

Y

Long

System Generated

System generated unique identity number assigned to all entities in Gotransverse.

name

Y

String

255

The name of the Adjustment Reason.

description

 

String

255

A description of the Adjustment Reason.

status

 

AdjustmentReasonStatus

- -

The status of the Adjustment Reason; whether or not you can use it. Refer to AdjustmentReasonStatus for choices.

creditOnly

Y

Boolean

Select either:

"true" (Yes) or "false" (No)

Is the adjustmentReason for Credit only?

Yes, the adjustmentReason IS for credit only.

No, the adjustmentReason is NOT for credit only (it can be for a debit).

Entity AdjustmentReasons

The entity AdjustmentReasons enables you to see multiple pages of the entity AdjustmentReason.

Elements
Element Name Element Type Field Length Description

pageNumber

Integer

as needed

Shows the current page number.

pageSize

Integer

as needed

Shows the page size.

totalElements

Long

as needed

Shows the total number of items found.

elementCount

Integer

as needed

Shows the current count of the item in the number of items that were found.

totalPages

Integer

as needed

Shows the total number of pages.

adjustmentReason

AdjustmentReason

- -

Shows the list ofadjustmentReasons.

Information for the related Entity of Reasons:

  • Adjustment Reasons

Query for an Adjustment Reason

Query Key Information for SOAP and REST

To query for all Adjustment Reasons, use the SimpleDataQuery with no parameters.

Query
Query to Use Query for Returns

SimpleDataQuery

AdjustmentReason

List of all of your Adjustment Reasons

To query for more specific information, use the SimpleDataQuery with the parameter of one of the following Query Keys:

Query Keys for Adjustment Reason
Query Key Value Definition

eid

Long

The eid number of the Adjustment Reason.

name

String

The name of the Adjustment Reason.

creditOnly

Boolean

Is the adjustment a credit (yes, true)?

Unknown Query Key Information

If you do not know the Adjustment Reason's eid or name:

Query to Use Query for Returns

SimpleDataQuery

AdjustmentReason

List of all of your Adjustment Reasons.

SOAP Example Query and Response

The following SOAP example is a query of AdjustmentReason:

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
    <soap:Body>
        <ns2:query xmlns="http://www.tractbilling.com/billing/1_31/domain" xmlns:ns2="http://www.tractbilling.com/billing/1_31/service">
            <ns2:queryRequest>
                <simpleDataQuery startIndex="0" size="50">
                    <type>AdjustmentReason</type>
                </simpleDataQuery>
            </ns2:queryRequest>
        </ns2:query>
    </soap:Body>
</soap:Envelope> 

This was the response:

<?xml version="1.0" ?>
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
    <soap:Body>
        <ns2:queryResponse xmlns="http://www.tractbilling.com/billing/1_31/domain" xmlns:ns2="http://www.tractbilling.com/billing/1_31/service">
            <ns2:return successful="true">
                <adjustmentReasons elementCount="2" pageNumber="1" pageSize="50" totalElements="2" totalPages="1">
                    <adjustmentReason creditOnly="true" description="Default Credit Adjustment Reason" eid="19" name="Default Credit Adjustment Reason" status="Active"/>
                    <adjustmentReason creditOnly="false" description="Default Debit Adjustment Reason" eid="1041" name="Default Debit Adjustment Reason" status="Active"/>
                </adjustmentReasons>
            </ns2:return>
        </ns2:queryResponse>
    </soap:Body>
</soap:Envelope>

REST Endpoint

Query

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons/<eid>

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons?eid=<eid>

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons?name=<name>

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons?creditOnly=<creditOnly>

REST Example Endpoint and Response

The following example is a REST query:

  • GET https://my.tractbilling.com/t/s/r/1.33/adjustmentReasons

This was the response (line breaks and formatting added for ease of reading):

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<adjustmentReasons xmlns:ns2="http://www.tractbilling.com/billing/1_31/domain" pageNumber="1" pageSize="50" totalElements="2" elementCount="2" totalPages="1">
    <ns2:adjustmentReason name="Default Credit Adjustment Reason" 
description="Default Credit Adjustment Reason" status="Active" creditOnly="true" eid="98"/>
    <ns2:adjustmentReason name="Default Debit Adjustment Reason" 
description="Default Debit Adjustment Reason" status="Active" creditOnly="false" eid="227"/>
</adjustmentReasons>