avatax 19.12.0 → 20.7.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (43) hide show
  1. checksums.yaml +5 -5
  2. data/avatax.gemspec +0 -1
  3. data/lib/avatax/client/accounts.rb +269 -193
  4. data/lib/avatax/client/addresses.rb +60 -60
  5. data/lib/avatax/client/advancedrules.rb +81 -162
  6. data/lib/avatax/client/avafileforms.rb +93 -93
  7. data/lib/avatax/client/batches.rb +247 -188
  8. data/lib/avatax/client/certexpressinvites.rb +106 -106
  9. data/lib/avatax/client/certificates.rb +469 -469
  10. data/lib/avatax/client/companies.rb +400 -398
  11. data/lib/avatax/client/compliance.rb +18 -18
  12. data/lib/avatax/client/contacts.rb +124 -124
  13. data/lib/avatax/client/customers.rb +415 -415
  14. data/lib/avatax/client/datasources.rb +117 -117
  15. data/lib/avatax/client/definitions.rb +1039 -1007
  16. data/lib/avatax/client/distancethresholds.rb +140 -140
  17. data/lib/avatax/client/filingcalendars.rb +23 -508
  18. data/lib/avatax/client/filings.rb +29 -29
  19. data/lib/avatax/client/firmclientlinkages.rb +150 -150
  20. data/lib/avatax/client/free.rb +109 -109
  21. data/lib/avatax/client/fundingrequests.rb +58 -58
  22. data/lib/avatax/client/items.rb +480 -480
  23. data/lib/avatax/client/jurisdictionoverrides.rb +136 -136
  24. data/lib/avatax/client/locations.rb +163 -160
  25. data/lib/avatax/client/multidocument.rb +420 -340
  26. data/lib/avatax/client/nexus.rb +240 -225
  27. data/lib/avatax/client/notifications.rb +84 -84
  28. data/lib/avatax/client/provisioning.rb +55 -55
  29. data/lib/avatax/client/registrar.rb +228 -228
  30. data/lib/avatax/client/reports.rb +109 -109
  31. data/lib/avatax/client/settings.rb +174 -174
  32. data/lib/avatax/client/subscriptions.rb +71 -71
  33. data/lib/avatax/client/taxcodes.rb +138 -138
  34. data/lib/avatax/client/taxcontent.rb +142 -142
  35. data/lib/avatax/client/taxrules.rb +188 -188
  36. data/lib/avatax/client/transactions.rb +899 -854
  37. data/lib/avatax/client/upcs.rb +129 -129
  38. data/lib/avatax/client/users.rb +207 -207
  39. data/lib/avatax/client/utilities.rb +70 -70
  40. data/lib/avatax/connection.rb +3 -3
  41. data/lib/avatax/request.rb +2 -0
  42. data/lib/avatax/version.rb +1 -1
  43. metadata +4 -25
@@ -1,19 +1,19 @@
1
- module AvaTax
2
- class Client
3
- module Compliance
4
-
5
-
6
- # API to modify the reference fields at the document and the line level.
7
- #
8
- #
9
- # @param companyId [Integer]
10
- # @param model [TransactionReferenceFieldModel[]]
11
- # @return [FetchResult]
12
- def tag_transaction(companyId, model)
13
- path = "/api/v2/companies/#{companyId}/transactions/tag"
14
- put(path, model)
15
- end
16
-
17
- end
18
- end
1
+ module AvaTax
2
+ class Client
3
+ module Compliance
4
+
5
+
6
+ # API to modify the reference fields at the document and the line level.
7
+ #
8
+ #
9
+ # @param companyId [Integer]
10
+ # @param model [TransactionReferenceFieldModel[]]
11
+ # @return [FetchResult]
12
+ def tag_transaction(companyId, model)
13
+ path = "/api/v2/companies/#{companyId}/transactions/tag"
14
+ put(path, model)
15
+ end
16
+
17
+ end
18
+ end
19
19
  end
@@ -1,125 +1,125 @@
1
- module AvaTax
2
- class Client
3
- module Contacts
4
-
5
-
6
- # Create a new contact
7
- #
8
- # Create one or more new contact objects.
9
- # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
10
- # a tax collecting and filing entity.
11
- #
12
- # ### Security Policies
13
- #
14
- # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
15
- # @param companyId [Integer] The ID of the company that owns this contact.
16
- # @param model [ContactModel[]] The contacts you wish to create.
17
- # @return [ContactModel[]]
18
- def create_contacts(companyId, model)
19
- path = "/api/v2/companies/#{companyId}/contacts"
20
- post(path, model)
21
- end
22
-
23
-
24
- # Delete a single contact
25
- #
26
- # Mark the existing contact object at this URL as deleted.
27
- #
28
- # ### Security Policies
29
- #
30
- # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
31
- # @param companyId [Integer] The ID of the company that owns this contact.
32
- # @param id [Integer] The ID of the contact you wish to delete.
33
- # @return [ErrorDetail[]]
34
- def delete_contact(companyId, id)
35
- path = "/api/v2/companies/#{companyId}/contacts/#{id}"
36
- delete(path)
37
- end
38
-
39
-
40
- # Retrieve a single contact
41
- #
42
- # Get the contact object identified by this URL.
43
- # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
44
- # a tax collecting and filing entity.
45
- #
46
- # ### Security Policies
47
- #
48
- # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
49
- # @param companyId [Integer] The ID of the company for this contact
50
- # @param id [Integer] The primary key of this contact
51
- # @return [Object]
52
- def get_contact(companyId, id)
53
- path = "/api/v2/companies/#{companyId}/contacts/#{id}"
54
- get(path)
55
- end
56
-
57
-
58
- # Retrieve contacts for this company
59
- #
60
- # List all contact objects assigned to this company.
61
- #
62
- # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
63
- # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
64
- #
65
- # ### Security Policies
66
- #
67
- # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
68
- # @param companyId [Integer] The ID of the company that owns these contacts
69
- # @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/).
70
- # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
71
- # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
72
- # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
73
- # @return [FetchResult]
74
- def list_contacts_by_company(companyId, options={})
75
- path = "/api/v2/companies/#{companyId}/contacts"
76
- get(path, options)
77
- end
78
-
79
-
80
- # Retrieve all contacts
81
- #
82
- # Get multiple contact objects across all companies.
83
- # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
84
- # a tax collecting and filing entity.
85
- #
86
- # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
87
- # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
88
- #
89
- # ### Security Policies
90
- #
91
- # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
92
- # @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/).
93
- # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
94
- # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
95
- # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
96
- # @return [FetchResult]
97
- def query_contacts(options={})
98
- path = "/api/v2/contacts"
99
- get(path, options)
100
- end
101
-
102
-
103
- # Update a single contact
104
- #
105
- # Replace the existing contact object at this URL with an updated object.
106
- # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
107
- # a tax collecting and filing entity.
108
- # All data from the existing object will be replaced with data in the object you PUT.
109
- # 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.
110
- #
111
- # ### Security Policies
112
- #
113
- # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
114
- # @param companyId [Integer] The ID of the company that this contact belongs to.
115
- # @param id [Integer] The ID of the contact you wish to update
116
- # @param model [Object] The contact you wish to update.
117
- # @return [Object]
118
- def update_contact(companyId, id, model)
119
- path = "/api/v2/companies/#{companyId}/contacts/#{id}"
120
- put(path, model)
121
- end
122
-
123
- end
124
- end
1
+ module AvaTax
2
+ class Client
3
+ module Contacts
4
+
5
+
6
+ # Create a new contact
7
+ #
8
+ # Create one or more new contact objects.
9
+ # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
10
+ # a tax collecting and filing entity.
11
+ #
12
+ # ### Security Policies
13
+ #
14
+ # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
15
+ # @param companyId [Integer] The ID of the company that owns this contact.
16
+ # @param model [ContactModel[]] The contacts you wish to create.
17
+ # @return [ContactModel[]]
18
+ def create_contacts(companyId, model)
19
+ path = "/api/v2/companies/#{companyId}/contacts"
20
+ post(path, model)
21
+ end
22
+
23
+
24
+ # Delete a single contact
25
+ #
26
+ # Mark the existing contact object at this URL as deleted.
27
+ #
28
+ # ### Security Policies
29
+ #
30
+ # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
31
+ # @param companyId [Integer] The ID of the company that owns this contact.
32
+ # @param id [Integer] The ID of the contact you wish to delete.
33
+ # @return [ErrorDetail[]]
34
+ def delete_contact(companyId, id)
35
+ path = "/api/v2/companies/#{companyId}/contacts/#{id}"
36
+ delete(path)
37
+ end
38
+
39
+
40
+ # Retrieve a single contact
41
+ #
42
+ # Get the contact object identified by this URL.
43
+ # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
44
+ # a tax collecting and filing entity.
45
+ #
46
+ # ### Security Policies
47
+ #
48
+ # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
49
+ # @param companyId [Integer] The ID of the company for this contact
50
+ # @param id [Integer] The primary key of this contact
51
+ # @return [Object]
52
+ def get_contact(companyId, id)
53
+ path = "/api/v2/companies/#{companyId}/contacts/#{id}"
54
+ get(path)
55
+ end
56
+
57
+
58
+ # Retrieve contacts for this company
59
+ #
60
+ # List all contact objects assigned to this company.
61
+ #
62
+ # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
63
+ # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
64
+ #
65
+ # ### Security Policies
66
+ #
67
+ # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
68
+ # @param companyId [Integer] The ID of the company that owns these contacts
69
+ # @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/).
70
+ # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
71
+ # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
72
+ # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
73
+ # @return [FetchResult]
74
+ def list_contacts_by_company(companyId, options={})
75
+ path = "/api/v2/companies/#{companyId}/contacts"
76
+ get(path, options)
77
+ end
78
+
79
+
80
+ # Retrieve all contacts
81
+ #
82
+ # Get multiple contact objects across all companies.
83
+ # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
84
+ # a tax collecting and filing entity.
85
+ #
86
+ # Search for specific objects using the criteria in the `$filter` parameter; full documentation is available on [Filtering in REST](http://developer.avalara.com/avatax/filtering-in-rest/) .
87
+ # Paginate your results using the `$top`, `$skip`, and `$orderby` parameters.
88
+ #
89
+ # ### Security Policies
90
+ #
91
+ # * This API requires one of the following user roles: AccountAdmin, AccountUser, CompanyAdmin, CompanyUser, CSPAdmin, CSPTester, FirmAdmin, SiteAdmin, SSTAdmin, SystemAdmin, TechnicalSupportAdmin, TechnicalSupportUser, TreasuryAdmin, TreasuryUser.
92
+ # @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/).
93
+ # @param top [Integer] If nonzero, return no more than this number of results. Used with `$skip` to provide pagination for large datasets. Unless otherwise specified, the maximum number of records that can be returned from an API call is 1,000 records.
94
+ # @param skip [Integer] If nonzero, skip this number of results before returning data. Used with `$top` to provide pagination for large datasets.
95
+ # @param orderBy [String] A comma separated list of sort statements in the format `(fieldname) [ASC|DESC]`, for example `id ASC`.
96
+ # @return [FetchResult]
97
+ def query_contacts(options={})
98
+ path = "/api/v2/contacts"
99
+ get(path, options)
100
+ end
101
+
102
+
103
+ # Update a single contact
104
+ #
105
+ # Replace the existing contact object at this URL with an updated object.
106
+ # A 'contact' is a person associated with a company who is designated to handle certain responsibilities of
107
+ # a tax collecting and filing entity.
108
+ # All data from the existing object will be replaced with data in the object you PUT.
109
+ # 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.
110
+ #
111
+ # ### Security Policies
112
+ #
113
+ # * This API requires one of the following user roles: AccountAdmin, CompanyAdmin, CSPTester, FirmAdmin, SSTAdmin, TechnicalSupportAdmin.
114
+ # @param companyId [Integer] The ID of the company that this contact belongs to.
115
+ # @param id [Integer] The ID of the contact you wish to update
116
+ # @param model [Object] The contact you wish to update.
117
+ # @return [Object]
118
+ def update_contact(companyId, id, model)
119
+ path = "/api/v2/companies/#{companyId}/contacts/#{id}"
120
+ put(path, model)
121
+ end
122
+
123
+ end
124
+ end
125
125
  end
@@ -1,416 +1,416 @@
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.
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`.
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
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.
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`.
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