avatax 19.12.0 → 20.7.0
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- checksums.yaml +5 -5
- data/avatax.gemspec +0 -1
- data/lib/avatax/client/accounts.rb +269 -193
- data/lib/avatax/client/addresses.rb +60 -60
- data/lib/avatax/client/advancedrules.rb +81 -162
- data/lib/avatax/client/avafileforms.rb +93 -93
- data/lib/avatax/client/batches.rb +247 -188
- data/lib/avatax/client/certexpressinvites.rb +106 -106
- data/lib/avatax/client/certificates.rb +469 -469
- data/lib/avatax/client/companies.rb +400 -398
- data/lib/avatax/client/compliance.rb +18 -18
- data/lib/avatax/client/contacts.rb +124 -124
- data/lib/avatax/client/customers.rb +415 -415
- data/lib/avatax/client/datasources.rb +117 -117
- data/lib/avatax/client/definitions.rb +1039 -1007
- data/lib/avatax/client/distancethresholds.rb +140 -140
- data/lib/avatax/client/filingcalendars.rb +23 -508
- data/lib/avatax/client/filings.rb +29 -29
- data/lib/avatax/client/firmclientlinkages.rb +150 -150
- data/lib/avatax/client/free.rb +109 -109
- data/lib/avatax/client/fundingrequests.rb +58 -58
- data/lib/avatax/client/items.rb +480 -480
- data/lib/avatax/client/jurisdictionoverrides.rb +136 -136
- data/lib/avatax/client/locations.rb +163 -160
- data/lib/avatax/client/multidocument.rb +420 -340
- data/lib/avatax/client/nexus.rb +240 -225
- data/lib/avatax/client/notifications.rb +84 -84
- data/lib/avatax/client/provisioning.rb +55 -55
- data/lib/avatax/client/registrar.rb +228 -228
- data/lib/avatax/client/reports.rb +109 -109
- data/lib/avatax/client/settings.rb +174 -174
- data/lib/avatax/client/subscriptions.rb +71 -71
- data/lib/avatax/client/taxcodes.rb +138 -138
- data/lib/avatax/client/taxcontent.rb +142 -142
- data/lib/avatax/client/taxrules.rb +188 -188
- data/lib/avatax/client/transactions.rb +899 -854
- data/lib/avatax/client/upcs.rb +129 -129
- data/lib/avatax/client/users.rb +207 -207
- data/lib/avatax/client/utilities.rb +70 -70
- data/lib/avatax/connection.rb +3 -3
- data/lib/avatax/request.rb +2 -0
- data/lib/avatax/version.rb +1 -1
- metadata +4 -25
@@ -1,19 +1,19 @@
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module AvaTax
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class Client
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module Compliance
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# API to modify the reference fields at the document and the line level.
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#
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#
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# @param companyId [Integer]
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# @param model [TransactionReferenceFieldModel[]]
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# @return [FetchResult]
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def tag_transaction(companyId, model)
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path = "/api/v2/companies/#{companyId}/transactions/tag"
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put(path, model)
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end
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end
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end
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module AvaTax
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class Client
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module Compliance
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# API to modify the reference fields at the document and the line level.
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#
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#
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# @param companyId [Integer]
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# @param model [TransactionReferenceFieldModel[]]
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# @return [FetchResult]
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def tag_transaction(companyId, model)
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path = "/api/v2/companies/#{companyId}/transactions/tag"
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put(path, model)
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end
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end
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end
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end
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@@ -1,125 +1,125 @@
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module AvaTax
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class Client
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module Contacts
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# Create a new contact
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#
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# Create one or more new contact objects.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that owns this contact.
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# @param model [ContactModel[]] The contacts you wish to create.
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# @return [ContactModel[]]
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def create_contacts(companyId, model)
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path = "/api/v2/companies/#{companyId}/contacts"
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post(path, model)
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end
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# Delete a single contact
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#
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# Mark the existing contact object at this URL as deleted.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that owns this contact.
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# @param id [Integer] The ID of the contact you wish to delete.
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# @return [ErrorDetail[]]
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def delete_contact(companyId, id)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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delete(path)
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end
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# Retrieve a single contact
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#
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# Get the contact object identified by this URL.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company for this contact
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# @param id [Integer] The primary key of this contact
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# @return [Object]
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def get_contact(companyId, id)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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get(path)
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end
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# Retrieve contacts for this company
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#
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# List all contact objects assigned to this company.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company that owns these contacts
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def list_contacts_by_company(companyId, options={})
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path = "/api/v2/companies/#{companyId}/contacts"
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get(path, options)
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end
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# Retrieve all contacts
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#
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# Get multiple contact objects across all companies.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def query_contacts(options={})
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path = "/api/v2/contacts"
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get(path, options)
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end
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# Update a single contact
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#
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# Replace the existing contact object at this URL with an updated object.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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# All data from the existing object will be replaced with data in the object you PUT.
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# To set a field's value to null, you may either set its value to null or omit that field from the object you post.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that this contact belongs to.
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# @param id [Integer] The ID of the contact you wish to update
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# @param model [Object] The contact you wish to update.
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# @return [Object]
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def update_contact(companyId, id, model)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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put(path, model)
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end
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end
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end
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module AvaTax
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class Client
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module Contacts
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# Create a new contact
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#
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# Create one or more new contact objects.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that owns this contact.
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# @param model [ContactModel[]] The contacts you wish to create.
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# @return [ContactModel[]]
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def create_contacts(companyId, model)
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path = "/api/v2/companies/#{companyId}/contacts"
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post(path, model)
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end
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# Delete a single contact
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#
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# Mark the existing contact object at this URL as deleted.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that owns this contact.
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# @param id [Integer] The ID of the contact you wish to delete.
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# @return [ErrorDetail[]]
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def delete_contact(companyId, id)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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delete(path)
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end
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# Retrieve a single contact
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#
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# Get the contact object identified by this URL.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company for this contact
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# @param id [Integer] The primary key of this contact
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# @return [Object]
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def get_contact(companyId, id)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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get(path)
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end
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# Retrieve contacts for this company
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#
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# List all contact objects assigned to this company.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param companyId [Integer] The ID of the company that owns these contacts
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def list_contacts_by_company(companyId, options={})
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path = "/api/v2/companies/#{companyId}/contacts"
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get(path, options)
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end
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# Retrieve all contacts
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#
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# Get multiple contact objects across all companies.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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# a tax collecting and filing entity.
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#
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# Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
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# Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def query_contacts(options={})
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path = "/api/v2/contacts"
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get(path, options)
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end
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# Update a single contact
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#
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# Replace the existing contact object at this URL with an updated object.
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# A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
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107
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# a tax collecting and filing entity.
|
108
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# All data from the existing object will be replaced with data in the object you PUT.
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# To set a field's value to null, you may either set its value to null or omit that field from the object you post.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
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# @param companyId [Integer] The ID of the company that this contact belongs to.
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# @param id [Integer] The ID of the contact you wish to update
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# @param model [Object] The contact you wish to update.
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# @return [Object]
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def update_contact(companyId, id, model)
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path = "/api/v2/companies/#{companyId}/contacts/#{id}"
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put(path, model)
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end
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end
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end
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end
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@@ -1,416 +1,416 @@
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1
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module AvaTax
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2
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class Client
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module Customers
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4
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5
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6
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# Create customers for this company
|
7
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#
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8
|
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# Create one or more customers for this company.
|
9
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#
|
10
|
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# A customer object defines information about a person or business that purchases products from your
|
11
|
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# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
12
|
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# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
13
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
14
|
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# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
15
|
-
#
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16
|
-
# A nested object such as CustomFields could be specified and created along with the customer object. To fetch the
|
17
|
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# nested object, please call 'GetCustomer' API with appropriate $include parameters.
|
18
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#
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19
|
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# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
20
|
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
21
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# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
22
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# storage for this company, call `RequestCertificateSetup`.
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23
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#
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24
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# ### Security Policies
|
25
|
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#
|
26
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
27
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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28
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# @param companyId [Integer] The unique ID number of the company that recorded this customer
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29
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# @param model [CustomerModel[]] The list of customer objects to be created
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30
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# @return [CustomerModel[]]
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31
|
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def create_customers(companyId, model)
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path = "/api/v2/companies/#{companyId}/customers"
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post(path, model)
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34
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end
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-
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36
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-
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37
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# Delete a customer record
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38
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#
|
39
|
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# Deletes the customer object referenced by this URL.
|
40
|
-
#
|
41
|
-
# A customer object defines information about a person or business that purchases products from your
|
42
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
43
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
44
|
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# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
45
|
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# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
46
|
-
#
|
47
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
48
|
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
49
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
50
|
-
# storage for this company, call `RequestCertificateSetup`.
|
51
|
-
#
|
52
|
-
# ### Security Policies
|
53
|
-
#
|
54
|
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
55
|
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
56
|
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# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
57
|
-
# @param customerCode [String] The unique code representing this customer
|
58
|
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# @return [Object]
|
59
|
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def delete_customer(companyId, customerCode)
|
60
|
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path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
61
|
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delete(path)
|
62
|
-
end
|
63
|
-
|
64
|
-
|
65
|
-
# Retrieve a single customer
|
66
|
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#
|
67
|
-
# Retrieve the customer identified by this URL.
|
68
|
-
#
|
69
|
-
# A customer object defines information about a person or business that purchases products from your
|
70
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
71
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
72
|
-
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
73
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
74
|
-
#
|
75
|
-
# You can use the `$include` parameter to fetch the following additional objects for expansion:
|
76
|
-
#
|
77
|
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# * Certificates - Fetch a list of certificates linked to this customer.
|
78
|
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# * CustomFields - Fetch a list of custom fields associated to this customer.
|
79
|
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# * attributes - Retrieves all attributes applied to the customer.
|
80
|
-
#
|
81
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
82
|
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
83
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
84
|
-
# storage for this company, call `RequestCertificateSetup`.
|
85
|
-
#
|
86
|
-
# ### Security Policies
|
87
|
-
#
|
88
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
89
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
90
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
91
|
-
# @param customerCode [String] The unique code representing this customer
|
92
|
-
# @param include [String] Specify optional additional objects to include in this fetch request
|
93
|
-
# @return [Object]
|
94
|
-
def get_customer(companyId, customerCode, options={})
|
95
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
96
|
-
get(path, options)
|
97
|
-
end
|
98
|
-
|
99
|
-
|
100
|
-
# Link attributes to a customer
|
101
|
-
#
|
102
|
-
# Link one or many attributes to a customer.
|
103
|
-
#
|
104
|
-
# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
|
105
|
-
# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
|
106
|
-
#
|
107
|
-
# A customer object defines information about a person or business that purchases products from your
|
108
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
109
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
110
|
-
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
111
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
112
|
-
#
|
113
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
114
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
115
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
116
|
-
# storage for this company, call `RequestCertificateSetup`.
|
117
|
-
#
|
118
|
-
# ### Security Policies
|
119
|
-
#
|
120
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
121
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
122
|
-
# @param companyId [Integer] The unique ID number of the company that recorded the provided customer
|
123
|
-
# @param customerCode [String] The unique code representing the current customer
|
124
|
-
# @param model [CustomerAttributeModel[]] The list of attributes to link to the customer.
|
125
|
-
# @return [FetchResult]
|
126
|
-
def link_attributes_to_customer(companyId, customerCode, model)
|
127
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes/link"
|
128
|
-
put(path, model)
|
129
|
-
end
|
130
|
-
|
131
|
-
|
132
|
-
# Link certificates to a customer
|
133
|
-
#
|
134
|
-
# Link one or more certificates to a customer.
|
135
|
-
#
|
136
|
-
# A customer object defines information about a person or business that purchases products from your
|
137
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
138
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
139
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
140
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
141
|
-
#
|
142
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
143
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
144
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
145
|
-
# storage for this company, call `RequestCertificateSetup`.
|
146
|
-
#
|
147
|
-
# ### Security Policies
|
148
|
-
#
|
149
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
150
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
151
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
152
|
-
# @param customerCode [String] The unique code representing this customer
|
153
|
-
# @param model [Object] The list of certificates to link to this customer
|
154
|
-
# @return [FetchResult]
|
155
|
-
def link_certificates_to_customer(companyId, customerCode, model)
|
156
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/link"
|
157
|
-
post(path, model)
|
158
|
-
end
|
159
|
-
|
160
|
-
|
161
|
-
# Link two customer records together
|
162
|
-
#
|
163
|
-
# Links a Ship-To customer record with a Bill-To customer record.
|
164
|
-
#
|
165
|
-
# Customer records represent businesses or individuals who can provide exemption certificates. Some customers
|
166
|
-
# may have certificates that are linked to their shipping address or their billing address. To group these
|
167
|
-
# customer records together, you may link multiple bill-to and ship-to addresses together to represent a single
|
168
|
-
# entity that has multiple different addresses of different kinds.
|
169
|
-
#
|
170
|
-
# In general, a customer will have only one primary billing address and multiple ship-to addresses, representing
|
171
|
-
# all of the different locations where they receive goods. To facilitate this type of customer, you can send in
|
172
|
-
# one bill-to customer code and multiple ship-to customer codes in a single API call.
|
173
|
-
#
|
174
|
-
# Note that you can only link a ship-to customer record to a bill-to customer record. You may not link two customers
|
175
|
-
# of the same kind together.
|
176
|
-
#
|
177
|
-
# ### Security Policies
|
178
|
-
#
|
179
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
180
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
181
|
-
# @param companyId [Integer] The unique ID number of the company defining customers.
|
182
|
-
# @param code [String] The code of the bill-to customer to link.
|
183
|
-
# @param model [Object] A list of information about ship-to customers to link to this bill-to customer.
|
184
|
-
# @return [Object]
|
185
|
-
def link_ship_to_customers_to_bill_customer(companyId, code, model)
|
186
|
-
path = "/api/v2/companies/#{companyId}/customers/billto/#{code}/shipto/link"
|
187
|
-
post(path, model)
|
188
|
-
end
|
189
|
-
|
190
|
-
|
191
|
-
# Retrieve a customer's attributes
|
192
|
-
#
|
193
|
-
# Retrieve the attributes linked to the customer identified by this URL.
|
194
|
-
#
|
195
|
-
# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
|
196
|
-
# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
|
197
|
-
#
|
198
|
-
# A customer object defines information about a person or business that purchases products from your
|
199
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
200
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
201
|
-
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
202
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
203
|
-
#
|
204
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
205
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
206
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
207
|
-
# storage for this company, call `RequestCertificateSetup`.
|
208
|
-
#
|
209
|
-
# ### Security Policies
|
210
|
-
#
|
211
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
212
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
213
|
-
# @param companyId [Integer] The unique ID number of the company that recorded the provided customer
|
214
|
-
# @param customerCode [String] The unique code representing the current customer
|
215
|
-
# @return [FetchResult]
|
216
|
-
def list_attributes_for_customer(companyId, customerCode)
|
217
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes"
|
218
|
-
get(path)
|
219
|
-
end
|
220
|
-
|
221
|
-
|
222
|
-
# List certificates linked to a customer
|
223
|
-
#
|
224
|
-
# List all certificates linked to a customer.
|
225
|
-
#
|
226
|
-
# A customer object defines information about a person or business that purchases products from your
|
227
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
228
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
229
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
230
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
231
|
-
#
|
232
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
233
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
234
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
235
|
-
# storage for this company, call `RequestCertificateSetup`.
|
236
|
-
#
|
237
|
-
# ### Security Policies
|
238
|
-
#
|
239
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
240
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
241
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
242
|
-
# @param customerCode [String] The unique code representing this customer
|
243
|
-
# @param include [String] OPTIONAL: A comma separated list of special fetch options. You can specify one or more of the following: * customers - Retrieves the list of customers linked to the certificate. * po_numbers - Retrieves all PO numbers tied to the certificate. * attributes - Retrieves all attributes applied to the certificate.
|
244
|
-
# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* exemptionNumber, status, ecmsId, ecmsStatus, pdf, pages
|
245
|
-
# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
|
246
|
-
# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
|
247
|
-
# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
|
248
|
-
# @return [FetchResult]
|
249
|
-
def list_certificates_for_customer(companyId, customerCode, options={})
|
250
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates"
|
251
|
-
get(path, options)
|
252
|
-
end
|
253
|
-
|
254
|
-
|
255
|
-
# List valid certificates for a location
|
256
|
-
#
|
257
|
-
# List valid certificates linked to a customer in a particular country and region.
|
258
|
-
#
|
259
|
-
# This API is intended to help identify whether a customer has already provided a certificate that
|
260
|
-
# applies to a particular country and region. This API is intended to help you remind a customer
|
261
|
-
# when they have or have not provided copies of their exemption certificates to you during the sales
|
262
|
-
# order process.
|
263
|
-
#
|
264
|
-
# If a customer does not have a certificate on file and they wish to provide one, you should send the customer
|
265
|
-
# a CertExpress invitation link so that the customer can upload proof of their exemption certificate. Please
|
266
|
-
# see the `CreateCertExpressInvitation` API to create an invitation link for this customer.
|
267
|
-
#
|
268
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
269
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
270
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
271
|
-
# storage for this company, call `RequestCertificateSetup`.
|
272
|
-
#
|
273
|
-
# ### Security Policies
|
274
|
-
#
|
275
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
276
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
277
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
278
|
-
# @param customerCode [String] The unique code representing this customer
|
279
|
-
# @param country [String] Search for certificates matching this country. Uses the ISO 3166 two character country code.
|
280
|
-
# @param region [String] Search for certificates matching this region. Uses the ISO 3166 two or three character state, region, or province code.
|
281
|
-
# @return [Object]
|
282
|
-
def list_valid_certificates_for_customer(companyId, customerCode, country, region)
|
283
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/#{country}/#{region}"
|
284
|
-
get(path)
|
285
|
-
end
|
286
|
-
|
287
|
-
|
288
|
-
# List all customers for this company
|
289
|
-
#
|
290
|
-
# List all customers recorded by this company matching the specified criteria.
|
291
|
-
#
|
292
|
-
# A customer object defines information about a person or business that purchases products from your
|
293
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
294
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
295
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
296
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
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#
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# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
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# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
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# storage for this company, call `RequestCertificateSetup`.
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#
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# ### Security Policies
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyId [Integer] The unique ID number of the company that recorded this customer
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# @param include [String] OPTIONAL - You can specify the value `certificates` to fetch information about certificates linked to the customer.
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* shipTos
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def query_customers(companyId, options={})
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path = "/api/v2/companies/#{companyId}/customers"
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get(path, options)
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end
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# Unlink attributes from a customer
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#
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# Unlink one or many attributes from a customer.
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#
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# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
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# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
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#
|
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|
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# A customer object defines information about a person or business that purchases products from your
|
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# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
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# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
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|
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# identify any certificates linked to this customer object. If any certificate applies to the transaction,
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|
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# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
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#
|
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# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
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|
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# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
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# storage for this company, call `RequestCertificateSetup`.
|
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#
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|
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# ### Security Policies
|
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|
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#
|
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|
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
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|
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
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|
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# @param companyId [Integer] The unique ID number of the company that recorded the customer
|
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|
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# @param customerCode [String] The unique code representing the current customer
|
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|
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# @param model [CustomerAttributeModel[]] The list of attributes to unlink from the customer.
|
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# @return [FetchResult]
|
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|
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def unlink_attributes_from_customer(companyId, customerCode, model)
|
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|
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path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes/unlink"
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put(path, model)
|
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|
-
end
|
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|
-
|
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-
|
357
|
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# Unlink certificates from a customer
|
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|
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#
|
359
|
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# Remove one or more certificates to a customer.
|
360
|
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#
|
361
|
-
# A customer object defines information about a person or business that purchases products from your
|
362
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
363
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
364
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
365
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
366
|
-
#
|
367
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
368
|
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
369
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
370
|
-
# storage for this company, call `RequestCertificateSetup`.
|
371
|
-
#
|
372
|
-
# ### Security Policies
|
373
|
-
#
|
374
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
375
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
376
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
377
|
-
# @param customerCode [String] The unique code representing this customer
|
378
|
-
# @param model [Object] The list of certificates to link to this customer
|
379
|
-
# @return [FetchResult]
|
380
|
-
def unlink_certificates_from_customer(companyId, customerCode, model)
|
381
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/unlink"
|
382
|
-
post(path, model)
|
383
|
-
end
|
384
|
-
|
385
|
-
|
386
|
-
# Update a single customer
|
387
|
-
#
|
388
|
-
# Replace the customer object at this URL with a new record.
|
389
|
-
#
|
390
|
-
# A customer object defines information about a person or business that purchases products from your
|
391
|
-
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
392
|
-
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
393
|
-
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
394
|
-
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
395
|
-
#
|
396
|
-
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
397
|
-
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
398
|
-
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
399
|
-
# storage for this company, call `RequestCertificateSetup`.
|
400
|
-
#
|
401
|
-
# ### Security Policies
|
402
|
-
#
|
403
|
-
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
404
|
-
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
405
|
-
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
406
|
-
# @param customerCode [String] The unique code representing this customer
|
407
|
-
# @param model [Object] The new customer model that will replace the existing record at this URL
|
408
|
-
# @return [Object]
|
409
|
-
def update_customer(companyId, customerCode, model)
|
410
|
-
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
411
|
-
put(path, model)
|
412
|
-
end
|
413
|
-
|
414
|
-
end
|
415
|
-
end
|
1
|
+
module AvaTax
|
2
|
+
class Client
|
3
|
+
module Customers
|
4
|
+
|
5
|
+
|
6
|
+
# Create customers for this company
|
7
|
+
#
|
8
|
+
# Create one or more customers for this company.
|
9
|
+
#
|
10
|
+
# A customer object defines information about a person or business that purchases products from your
|
11
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
12
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
13
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
14
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
15
|
+
#
|
16
|
+
# A nested object such as CustomFields could be specified and created along with the customer object. To fetch the
|
17
|
+
# nested object, please call 'GetCustomer' API with appropriate $include parameters.
|
18
|
+
#
|
19
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
20
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
21
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
22
|
+
# storage for this company, call `RequestCertificateSetup`.
|
23
|
+
#
|
24
|
+
# ### Security Policies
|
25
|
+
#
|
26
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
27
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
28
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
29
|
+
# @param model [CustomerModel[]] The list of customer objects to be created
|
30
|
+
# @return [CustomerModel[]]
|
31
|
+
def create_customers(companyId, model)
|
32
|
+
path = "/api/v2/companies/#{companyId}/customers"
|
33
|
+
post(path, model)
|
34
|
+
end
|
35
|
+
|
36
|
+
|
37
|
+
# Delete a customer record
|
38
|
+
#
|
39
|
+
# Deletes the customer object referenced by this URL.
|
40
|
+
#
|
41
|
+
# A customer object defines information about a person or business that purchases products from your
|
42
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
43
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
44
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
45
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
46
|
+
#
|
47
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
48
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
49
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
50
|
+
# storage for this company, call `RequestCertificateSetup`.
|
51
|
+
#
|
52
|
+
# ### Security Policies
|
53
|
+
#
|
54
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
55
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
56
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
57
|
+
# @param customerCode [String] The unique code representing this customer
|
58
|
+
# @return [Object]
|
59
|
+
def delete_customer(companyId, customerCode)
|
60
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
61
|
+
delete(path)
|
62
|
+
end
|
63
|
+
|
64
|
+
|
65
|
+
# Retrieve a single customer
|
66
|
+
#
|
67
|
+
# Retrieve the customer identified by this URL.
|
68
|
+
#
|
69
|
+
# A customer object defines information about a person or business that purchases products from your
|
70
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
71
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
72
|
+
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
73
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
74
|
+
#
|
75
|
+
# You can use the `$include` parameter to fetch the following additional objects for expansion:
|
76
|
+
#
|
77
|
+
# * Certificates - Fetch a list of certificates linked to this customer.
|
78
|
+
# * CustomFields - Fetch a list of custom fields associated to this customer.
|
79
|
+
# * attributes - Retrieves all attributes applied to the customer.
|
80
|
+
#
|
81
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
82
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
83
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
84
|
+
# storage for this company, call `RequestCertificateSetup`.
|
85
|
+
#
|
86
|
+
# ### Security Policies
|
87
|
+
#
|
88
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
89
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
90
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
91
|
+
# @param customerCode [String] The unique code representing this customer
|
92
|
+
# @param include [String] Specify optional additional objects to include in this fetch request
|
93
|
+
# @return [Object]
|
94
|
+
def get_customer(companyId, customerCode, options={})
|
95
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
96
|
+
get(path, options)
|
97
|
+
end
|
98
|
+
|
99
|
+
|
100
|
+
# Link attributes to a customer
|
101
|
+
#
|
102
|
+
# Link one or many attributes to a customer.
|
103
|
+
#
|
104
|
+
# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
|
105
|
+
# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
|
106
|
+
#
|
107
|
+
# A customer object defines information about a person or business that purchases products from your
|
108
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
109
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
110
|
+
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
111
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
112
|
+
#
|
113
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
114
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
115
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
116
|
+
# storage for this company, call `RequestCertificateSetup`.
|
117
|
+
#
|
118
|
+
# ### Security Policies
|
119
|
+
#
|
120
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
121
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
122
|
+
# @param companyId [Integer] The unique ID number of the company that recorded the provided customer
|
123
|
+
# @param customerCode [String] The unique code representing the current customer
|
124
|
+
# @param model [CustomerAttributeModel[]] The list of attributes to link to the customer.
|
125
|
+
# @return [FetchResult]
|
126
|
+
def link_attributes_to_customer(companyId, customerCode, model)
|
127
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes/link"
|
128
|
+
put(path, model)
|
129
|
+
end
|
130
|
+
|
131
|
+
|
132
|
+
# Link certificates to a customer
|
133
|
+
#
|
134
|
+
# Link one or more certificates to a customer.
|
135
|
+
#
|
136
|
+
# A customer object defines information about a person or business that purchases products from your
|
137
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
138
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
139
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
140
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
141
|
+
#
|
142
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
143
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
144
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
145
|
+
# storage for this company, call `RequestCertificateSetup`.
|
146
|
+
#
|
147
|
+
# ### Security Policies
|
148
|
+
#
|
149
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
150
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
151
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
152
|
+
# @param customerCode [String] The unique code representing this customer
|
153
|
+
# @param model [Object] The list of certificates to link to this customer
|
154
|
+
# @return [FetchResult]
|
155
|
+
def link_certificates_to_customer(companyId, customerCode, model)
|
156
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/link"
|
157
|
+
post(path, model)
|
158
|
+
end
|
159
|
+
|
160
|
+
|
161
|
+
# Link two customer records together
|
162
|
+
#
|
163
|
+
# Links a Ship-To customer record with a Bill-To customer record.
|
164
|
+
#
|
165
|
+
# Customer records represent businesses or individuals who can provide exemption certificates. Some customers
|
166
|
+
# may have certificates that are linked to their shipping address or their billing address. To group these
|
167
|
+
# customer records together, you may link multiple bill-to and ship-to addresses together to represent a single
|
168
|
+
# entity that has multiple different addresses of different kinds.
|
169
|
+
#
|
170
|
+
# In general, a customer will have only one primary billing address and multiple ship-to addresses, representing
|
171
|
+
# all of the different locations where they receive goods. To facilitate this type of customer, you can send in
|
172
|
+
# one bill-to customer code and multiple ship-to customer codes in a single API call.
|
173
|
+
#
|
174
|
+
# Note that you can only link a ship-to customer record to a bill-to customer record. You may not link two customers
|
175
|
+
# of the same kind together.
|
176
|
+
#
|
177
|
+
# ### Security Policies
|
178
|
+
#
|
179
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyId [Integer] The unique ID number of the company defining customers.
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# @param code [String] The code of the bill-to customer to link.
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# @param model [Object] A list of information about ship-to customers to link to this bill-to customer.
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# @return [Object]
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def link_ship_to_customers_to_bill_customer(companyId, code, model)
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path = "/api/v2/companies/#{companyId}/customers/billto/#{code}/shipto/link"
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post(path, model)
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end
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# Retrieve a customer's attributes
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#
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# Retrieve the attributes linked to the customer identified by this URL.
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#
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# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
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# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
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#
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# A customer object defines information about a person or business that purchases products from your
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# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
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# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
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# identify any certificates linked to this customer object. If any certificate applies to the transaction,
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# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
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#
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# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
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# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
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# storage for this company, call `RequestCertificateSetup`.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyId [Integer] The unique ID number of the company that recorded the provided customer
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# @param customerCode [String] The unique code representing the current customer
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# @return [FetchResult]
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def list_attributes_for_customer(companyId, customerCode)
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path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes"
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get(path)
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end
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# List certificates linked to a customer
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#
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# List all certificates linked to a customer.
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#
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# A customer object defines information about a person or business that purchases products from your
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# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
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# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
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# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
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# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
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#
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# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
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# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
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# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
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# storage for this company, call `RequestCertificateSetup`.
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#
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# ### Security Policies
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#
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# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
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# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
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# @param companyId [Integer] The unique ID number of the company that recorded this customer
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# @param customerCode [String] The unique code representing this customer
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# @param include [String] OPTIONAL: A comma separated list of special fetch options. You can specify one or more of the following: * customers - Retrieves the list of customers linked to the certificate. * po_numbers - Retrieves all PO numbers tied to the certificate. * attributes - Retrieves all attributes applied to the certificate.
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# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* exemptionNumber, status, ecmsId, ecmsStatus, pdf, pages
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# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
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# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
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# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
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# @return [FetchResult]
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def list_certificates_for_customer(companyId, customerCode, options={})
|
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path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates"
|
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get(path, options)
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end
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+
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+
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# List valid certificates for a location
|
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+
#
|
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# List valid certificates linked to a customer in a particular country and region.
|
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#
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# This API is intended to help identify whether a customer has already provided a certificate that
|
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# applies to a particular country and region. This API is intended to help you remind a customer
|
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# when they have or have not provided copies of their exemption certificates to you during the sales
|
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# order process.
|
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#
|
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# If a customer does not have a certificate on file and they wish to provide one, you should send the customer
|
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+
# a CertExpress invitation link so that the customer can upload proof of their exemption certificate. Please
|
266
|
+
# see the `CreateCertExpressInvitation` API to create an invitation link for this customer.
|
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|
+
#
|
268
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
269
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
270
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
271
|
+
# storage for this company, call `RequestCertificateSetup`.
|
272
|
+
#
|
273
|
+
# ### Security Policies
|
274
|
+
#
|
275
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
276
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
277
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
278
|
+
# @param customerCode [String] The unique code representing this customer
|
279
|
+
# @param country [String] Search for certificates matching this country. Uses the ISO 3166 two character country code.
|
280
|
+
# @param region [String] Search for certificates matching this region. Uses the ISO 3166 two or three character state, region, or province code.
|
281
|
+
# @return [Object]
|
282
|
+
def list_valid_certificates_for_customer(companyId, customerCode, country, region)
|
283
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/#{country}/#{region}"
|
284
|
+
get(path)
|
285
|
+
end
|
286
|
+
|
287
|
+
|
288
|
+
# List all customers for this company
|
289
|
+
#
|
290
|
+
# List all customers recorded by this company matching the specified criteria.
|
291
|
+
#
|
292
|
+
# A customer object defines information about a person or business that purchases products from your
|
293
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
294
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
295
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
296
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
297
|
+
#
|
298
|
+
# You can use the `$include` parameter to fetch the following additional objects for expansion:
|
299
|
+
#
|
300
|
+
# * Certificates - Fetch a list of certificates linked to this customer.
|
301
|
+
# * attributes - Retrieves all attributes applied to the customer.
|
302
|
+
#
|
303
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
304
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
305
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
306
|
+
# storage for this company, call `RequestCertificateSetup`.
|
307
|
+
#
|
308
|
+
# ### Security Policies
|
309
|
+
#
|
310
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
311
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
312
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
313
|
+
# @param include [String] OPTIONAL - You can specify the value `certificates` to fetch information about certificates linked to the customer.
|
314
|
+
# @param filter [String] A filter statement to identify specific records to retrieve. For more information on filtering, see [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/).<br />*Not filterable:* shipTos
|
315
|
+
# @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
|
316
|
+
# @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
|
317
|
+
# @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
|
318
|
+
# @return [FetchResult]
|
319
|
+
def query_customers(companyId, options={})
|
320
|
+
path = "/api/v2/companies/#{companyId}/customers"
|
321
|
+
get(path, options)
|
322
|
+
end
|
323
|
+
|
324
|
+
|
325
|
+
# Unlink attributes from a customer
|
326
|
+
#
|
327
|
+
# Unlink one or many attributes from a customer.
|
328
|
+
#
|
329
|
+
# A customer may have multiple attributes that control its behavior. You may link or unlink attributes to a
|
330
|
+
# customer at any time. The full list of defined attributes may be found using `QueryCompanyCustomerAttributes` API.
|
331
|
+
#
|
332
|
+
# A customer object defines information about a person or business that purchases products from your
|
333
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
334
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
335
|
+
# identify any certificates linked to this customer object. If any certificate applies to the transaction,
|
336
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
337
|
+
#
|
338
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
339
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
340
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
341
|
+
# storage for this company, call `RequestCertificateSetup`.
|
342
|
+
#
|
343
|
+
# ### Security Policies
|
344
|
+
#
|
345
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
346
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
347
|
+
# @param companyId [Integer] The unique ID number of the company that recorded the customer
|
348
|
+
# @param customerCode [String] The unique code representing the current customer
|
349
|
+
# @param model [CustomerAttributeModel[]] The list of attributes to unlink from the customer.
|
350
|
+
# @return [FetchResult]
|
351
|
+
def unlink_attributes_from_customer(companyId, customerCode, model)
|
352
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/attributes/unlink"
|
353
|
+
put(path, model)
|
354
|
+
end
|
355
|
+
|
356
|
+
|
357
|
+
# Unlink certificates from a customer
|
358
|
+
#
|
359
|
+
# Remove one or more certificates to a customer.
|
360
|
+
#
|
361
|
+
# A customer object defines information about a person or business that purchases products from your
|
362
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
363
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
364
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
365
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
366
|
+
#
|
367
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
368
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
369
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
370
|
+
# storage for this company, call `RequestCertificateSetup`.
|
371
|
+
#
|
372
|
+
# ### Security Policies
|
373
|
+
#
|
374
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
|
375
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
376
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
377
|
+
# @param customerCode [String] The unique code representing this customer
|
378
|
+
# @param model [Object] The list of certificates to link to this customer
|
379
|
+
# @return [FetchResult]
|
380
|
+
def unlink_certificates_from_customer(companyId, customerCode, model)
|
381
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}/certificates/unlink"
|
382
|
+
post(path, model)
|
383
|
+
end
|
384
|
+
|
385
|
+
|
386
|
+
# Update a single customer
|
387
|
+
#
|
388
|
+
# Replace the customer object at this URL with a new record.
|
389
|
+
#
|
390
|
+
# A customer object defines information about a person or business that purchases products from your
|
391
|
+
# company. When you create a tax transaction in AvaTax, you can use the `customerCode` from this
|
392
|
+
# record in your `CreateTransaction` API call. AvaTax will search for this `customerCode` value and
|
393
|
+
# identify any certificates linked to this `customer` object. If any certificate applies to the transaction,
|
394
|
+
# AvaTax will record the appropriate elements of the transaction as exempt and link it to the `certificate`.
|
395
|
+
#
|
396
|
+
# Using exemption certificates endpoints requires setup of an auditable document storage for each company that will use certificates.
|
397
|
+
# Companies that do not have this storage system set up will receive the error `CertCaptureNotConfiguredError` when they call exemption
|
398
|
+
# certificate related APIs. To check if this company is set up, call `GetCertificateSetup`. To request setup of the auditable document
|
399
|
+
# storage for this company, call `RequestCertificateSetup`.
|
400
|
+
#
|
401
|
+
# ### Security Policies
|
402
|
+
#
|
403
|
+
# * This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin.
|
404
|
+
# * This API depends on the following active services<br />*Required* (all): AvaTaxPro.
|
405
|
+
# @param companyId [Integer] The unique ID number of the company that recorded this customer
|
406
|
+
# @param customerCode [String] The unique code representing this customer
|
407
|
+
# @param model [Object] The new customer model that will replace the existing record at this URL
|
408
|
+
# @return [Object]
|
409
|
+
def update_customer(companyId, customerCode, model)
|
410
|
+
path = "/api/v2/companies/#{companyId}/customers/#{customerCode}"
|
411
|
+
put(path, model)
|
412
|
+
end
|
413
|
+
|
414
|
+
end
|
415
|
+
end
|
416
416
|
end
|