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Create a transaction allocation template

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Published Oct 17, 2025

Creates a new transaction allocation template, optionally including allocation template lines. Permissions and other requirements SubscriptionCompany User typeBusiness user with admin privileges PermissionsAdd transaction allocations

Script sage_intacct Verified
Use in Windmill

The script

Submitted by hugo697 Bun
Verified 235 days ago
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//native
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type SageIntacct = {
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	token: string
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}
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/**
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 * Create a transaction allocation template
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 * Creates a new transaction allocation template, optionally including allocation template lines.
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Permissions and other requirements
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SubscriptionCompany
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User typeBusiness user with admin privileges
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PermissionsAdd transaction allocations
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 */
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export async function main(
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	auth: SageIntacct,
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	body: {
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		key?: string
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		id?: string
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		description?: string
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		allocateBy?: 'percentage' | 'exactAmount' | 'fixedAmount'
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		documentNumber?: string
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		status?: 'active' | 'inactive'
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		attachment?: { key?: string; id?: string; href?: string }
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		audit?: {
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			createdDateTime?: string
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			modifiedDateTime?: string
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			createdBy?: string
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			modifiedBy?: string
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		}
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		href?: string
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		lines?: {
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			key?: string
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			id?: string
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			value?: string
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			valueType?: 'amount' | 'percent'
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			lineNumber?: number
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			dimensions?: {
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				location?: { key?: string; id?: string; name?: string; href?: string }
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				department?: {
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					key?: string
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					id?: string
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					name?: string
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					href?: string
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				}
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				employee?: { key?: string; id?: string; name?: string; href?: string }
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				project?: { key?: string; id?: string; name?: string; href?: string }
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				customer?: { key?: string; id?: string; name?: string; href?: string }
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				vendor?: { key?: string; id?: string; name?: string; href?: string }
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				item?: { key?: string; id?: string; name?: string; href?: string }
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				warehouse?: { key?: string; id?: string; name?: string; href?: string }
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				class?: { key?: string; id?: string; name?: string; href?: string }
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				task?: { id?: string; key?: string; name?: string; href?: string }
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				costType?: { id?: string; key?: string; name?: string; href?: string }
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				asset?: { id?: string; key?: string; name?: string; href?: string }
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				contract?: { id?: string; key?: string; name?: string; href?: string }
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				affiliateEntity?: {
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					key?: string
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					id?: string
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					href?: string
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					name?: string
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				}
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			} & {
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				location?: { key?: string; id?: string; name?: string; href?: string }
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				department?: {
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					key?: string
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					id?: string
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					name?: string
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					href?: string
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				}
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			}
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			audit?: {
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				createdDateTime?: string
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				modifiedDateTime?: string
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				createdBy?: string
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				modifiedBy?: string
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			}
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			href?: string
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			txnAllocationTemplate?: { key?: string; id?: string; href?: string }
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		}[]
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	} & { lines: {}[] }
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) {
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	const url = new URL(
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		`https://api.intacct.com/ia/api/v1/objects/general-ledger/txn-allocation-template`
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	)
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	const response = await fetch(url, {
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		method: 'POST',
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		headers: {
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			'Content-Type': 'application/json',
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			Authorization: 'Bearer ' + auth.token
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		},
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		body: JSON.stringify(body)
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	})
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	if (!response.ok) {
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		const text = await response.text()
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		throw new Error(`${response.status} ${text}`)
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	}
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	return await response.json()
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}
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