Account

AccountType cannot be updated when TaskFireActive is True.

AccountType cannot be changed from Vendor if the account is associated with any existing services.

BillToAddressToUse and the related address fields in the Account entity are associated with the account Invoice Preferences. In the UI, Invoice Preferences are created separately from the Account entity and the Account entity must exist before they can be added. When using create() in the API, no account exists yet, there is no BillToAddressToUse value, so the BillToAddressToUse field will always default to the selection "Use Company Address" (1), and related fields will always default to the account address information. Any values provided for the related fields on create() are ignored.

When BillToAddressToUse = 1, AccountAddress, it can only be changed to 2, AccountBilling, via the UI.

With the introduction of AccountPhysicalLocation (part of the Account Location feature), on update():

The BillToAttention field can be updated for all BillToAddressToUse options (1 Account Address, 2 Account Billing, 3 Parent Account or 4 Parent Account Billing).

BillToAccountPhysicalLocationID can be updated only when BillToAddressToUse = 2 (Company Billing).

If BillToLocationToUse = Account, then

BillToAddress fields come from the Account.

If BillToLocationToUse = AccountBilling, then

BillToAddress fields come from the AccountPhysicalLocation referred to by the BillToAccountPhysicalLocationID field value.

If BillToLocationToUse = Parent OR if (BillToLocationToUse = ParentBilling AND the ParentAccount does not have a BillToAccountPhysicalLocationID value), then

BillToAddress fields come from ParentAccount.

If BillToLocationToUse = ParentBilling AND the ParentAccount has a BillToAccountPhysicalLocationID value, then

BillToAddress fields come from the AccountPhysicalLocation referred to by ParentAccount.BillToAccountPhysicalLocationID.

Previously, when the BillToAddressToUse field value equaled 2 (Account Billing Address) and the API user sent in new values for those fields, the fields were updated. With the introduction of AccountPhysicalLocation, the API user must query the Account's BillToAddressToUse field and, if it is using the location address, the data must be updated in the AccountPhysicalLocation entity. The AccountPhysicalLocation entity allows new instances to be added so, if needed, BillToAccountPhysicalLocation can be changed to a different location

The Country field is not the same as the CountryID field. The CountryID field references the ID field of the Country entity. If a value is provided for the Country field, the API will use that value and, based on the rules below, map that value to a valid Country entity. If no value is provided for the CountryID field, the ID value for the matching Country entity will automatically populate the CountryID field.

On create() and update():

• If the value provided for Country matches either a standard country abbreviation, an ISO standard country name, or an Autotask country display name, the value is mapped to that country.
• If no match is found, the value is mapped to "Other". The passed in text is stored.
• In the UI, "Other" appears in the Country field as "Other [stored text value]". These "Other" values are not available for selection in the UI.

On query():

• If the entity is mapped to a country, then the country display value will be returned.
• If the country value is mapped to "Other", the stored text value is returned.

On query() by Country:

• The system searches only the country display name. If the entity’s Country value is not mapped to an Autotask country, then you must query for Country = "Other"; that is, the string "Other", not the stored text value. This will return all entities where the country value is non-standard.

CurrencyID can be set at Account creation but then becomes read only. This field is not required. If no CurrencyID is specified, the Account will use the Account's Country's CurrencyID. If no Currency is specified for the Account or the Account's Country, the Account will use the Internal currency.

If the Account has specified a Contact from the ParentAccount in InvoiceEmailMessageID (that is, the recipient of invoice emails is associated with the ParentAccount) and there is no other recipient specified, then that contact will no longer receive notification and the Account Manager will be selected instead.

The Account.InvoiceMethod default value changes when the AutotaskConnect for QuickBooks extension is enabled

The standard default value (QuickBooks extension is not enabled) for Account.InvoiceMethod is "Print" (2). When the QuickBooks extension is enabled, the default value is controlled by the Contracts System Setting "QuickBooks Transmission Method" ( > Features & Settings > Application-Wide > System Settings > Contracts).

InvoiceNonContractItemsToParentAccount requires a value for BillToAddressToUse.

Changes to the following fields will be recorded:

• Account Manager (OwnerResourceID)
• Active
• Additional Address Info
• Additional Info - Stock Symbol
• Address 1
• Address 2
• Alternate Phone 1
• Alternate Phone 2
• Asset Value
• City
• Classification
• ClientPortalActive
• Company Alert
• Company Name
• Company Number
• Company Type
• Company UDF's
• Competitor
• Country
• CreateDate
• CurrencyID
• Fax
• ID
• Market Segment
• New Ticket Alert
• Opted Out from Surveys
• Parent Company Name (ID)
• Phone & Extension
• Round-Trip Distance (Miles)
• SIC Code
• Site Configuration UDF's
• State
• Stock Market
• TaskFireActive
• Tax Exempt
• Tax ID
• Tax Region
• Territory Name
• Ticket Detail Alert
• Web Site
• Zip

Resource Type for Owner resourceThe ownerResourceID must reference an active, standard Autotask resource with security level access to the CRM module. A resource with a non-standard security level, for example, API user (API only), is not a valid selection for ownerResourceID.

If the Account has a ParentAccountID specified and the ParentAccountID is removed (the Parent-Subsidiary relationship is terminated), then all ParentAccount Contacts associated with the Account's items will be cleared.