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Update a project estimate

by
Published Oct 17, 2025

Updates an existing project estimate by setting field values. Any fields not provided remain unchanged. If the `budget` reference is change when `isPosted` is `true`, the estimate is unposted from the first budget and posted to the new budget.

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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 * Update a project estimate
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 * Updates an existing project estimate by setting field values. Any fields not provided remain unchanged.
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If the `budget` reference is change when `isPosted` is `true`, the estimate is unposted from the first budget and posted to the new budget.
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 */
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export async function main(
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	auth: SageIntacct,
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	key: string,
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	body: {
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		key?: string
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		id?: string
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		href?: string
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		description?: string
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		postTo?: 'firstPeriod' | 'estimateDate' | 'effectiveDate' | 'allPeriods'
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		totalEstimateAmount?: string
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		status?: 'active' | 'inactive' | 'finalized'
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		isPrimary?: false | true
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		isPosted?: false | true
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		estimateDate?: string
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		currency?: string
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		budget?: { key?: string; id?: string; href?: string }
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		project?: {
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			key?: string
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			id?: string
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			name?: string
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			startDate?: string
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			endDate?: string
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			href?: string
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		}
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		projectEstimateType?: {
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			key?: string
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			id?: string
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			workflowTypes?:
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				| 'original'
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				| 'revision'
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				| 'forecast'
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				| 'approvedChange'
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				| 'pendingChange'
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				| 'other'[]
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			href?: string
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		}
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		location?: { key?: string; id?: string; name?: string; href?: string }
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		parentProject?: { 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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		projectEstimateLines?: {
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			key?: string
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			id?: string
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			href?: string
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			amount?: string
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			quantity?: string
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			unitCost?: string
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			currency?: string
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			memo?: string
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			lineNumber?: number
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			externalUOM?: string
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			workflowType?:
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				| 'original'
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				| 'revision'
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				| 'forecast'
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				| 'approvedChange'
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				| 'pendingChange'
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				| 'other'
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			isPosted?: false | true
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			effectiveDate?: string
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			numberOfProductionUnits?: number
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			productionUnitDescription?: string
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			projectEstimate?: { key?: string; id?: string; href?: string }
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			glAccount?: { key?: string; id?: string; name?: string; href?: string }
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			changeRequest?: { key?: string; id?: string; href?: string }
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			changeRequestLine?: { key?: string; id?: string; href?: string }
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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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				department?: { key?: string; id?: string; name?: string }
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				location?: {
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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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				} & { id?: string }
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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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		}[]
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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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		entity?: { key?: string; id?: string; name?: string; href?: string }
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	} & { id?: {} }
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) {
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	const url = new URL(
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		`https://api.intacct.com/ia/api/v1/objects/construction/project-estimate/${key}`
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	)
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	const response = await fetch(url, {
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		method: 'PATCH',
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		headers: {
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			'Content-Type': 'application/json',
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			Authorization: 'Bearer ' + auth.token
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		},
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		body: JSON.stringify(body)
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	})
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	if (!response.ok) {
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		const text = await response.text()
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		throw new Error(`${response.status} ${text}`)
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	}
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	return await response.json()
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}
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