insertContractBudgets

Overview

This method inserts new budget entries for one or more contracts, for example adjustment entries.

If the contract has a suspend date, a ContractSuspended 422 validation error is returned, unless the fm / invoice_suspended_contracts_flag global control is set to yes. In that case, an adjustment can be inserted on a suspended (or terminated) contract.

This method requires the ContractBudgets:Insert permission to be associated with your role.

Permissions

The permission for this api is stored in [gb_api_permissions]permission as 'ContractBudgets:Insert'.

Only roles with a stored link to this permission in [gb_role_api_permissions] can run this api.

HTTP Method

Use the HTTP Method 'POST' for consuming this web service.

URL Examples

https://api.demo.catch-e.com/fm/contract/budgets/insert https://api.{{environment}}.catch-e.com/fm/contract/budgets/insert https://api.test.catch-e.com/fm/contract/budgets/insert

Input Fields (Header)

Key	Format	Notes	Mandatory
Audit-User-Id	string	(Optional) User Id to use for audit purposes. Up to 5 digits. Requires the Audit:UserIdOverride permission.	No

Input Fields (JSON)

Send an array of budget entries.

Key	Format	Notes	Mandatory
contract_id	string	Contract Id.	Yes
billing_period	integer	Billing period.	Yes
billing_period_item_no	integer	Item number distinguishing multiple budget entries within the same contract_id and billing_period (e.g. adjustment entries), from 1 to 255. Defaults to the next available value (current maximum + 1).	No
payment_method	string	Allowed values: `direct-debit`, `cheque`, `cash`, `credit-card`, `eft`, `other`.	No
billing_date	string (date)	Billing date, in yyyy-MM-dd format.	No
budgets	object	The budgets to insert, by posting class code. See budgets below.	No

budgets

The budgets object uses each posting class code as a property name (for example FIN, MAINT, REG). Each property holds the amounts for that posting class:

Key	Format	Notes	Mandatory
amount_net	number	Net amount to insert. Up to 2 decimal places. Default `0`.	No
amount_gst	number	GST amount to insert. Up to 2 decimal places. Default `0`. If not passed and amount_net is 0.00 or not passed, this is set to 0.00. If amount_net is passed, GST is calculated using Global Controls.	No

Example

[ { "contract_id": "5678", "billing_period": 3, "billing_date": "2026-03-12", "payment_method": "direct-debit", "budgets": { "FIN": { "amount_net": -50.0, "amount_gst": -5.0 }, "MAINT": { "amount_net": 20.0 } } } ]

Response Details

Success

201 - Created

Field	Format	Notes
affected_records	integer	The number of budget rows affected.

{ "affected_records": 4 }

Error Response Details

Validation Message	Comments
401 - Unauthorized	1. You have not authenticated before running this API or 2. The token_timeout of the current session has passed. You need to authenticate again.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Unauthorized", "status": 401, "detail": "Unauthorized" }

Validation Message	Comments
403 - Forbidden	- You do not have permissions for this request. - Go to System Roles and enter 'web_services' - Navigate to the Roles / APIs tab to make sure the permission you need to run this API is checked.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Forbidden", "status": 403, "detail": "Forbidden" }

Validation Message	Comments
406 - Not Acceptable	The Accept header of the request does not match a response format this API supports.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Not Acceptable", "status": 406, "detail": "Not Acceptable" }

Validation Message	Comments
415 - Unsupported Media Type	The Content-Type of the request is not supported by this API.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Unsupported Media Type", "status": 415, "detail": "Not Acceptable" }

Validation Message	Comments
422 - Unprocessable Entity	One or more input fields failed validation. The field name and message are returned in `validation_messages`.

{ "warning_messages": {}, "validation_messages": { "fieldName": { "validationExceptionCode": "A textual description of the validation exception" } }, "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Unprocessable Entity", "status": 422, "detail": "Failed Validation" }

Validation Message	Comments
423 - Locked	The contract is locked by another process or user.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "Locked", "status": 423, "detail": "Locked" }

Validation Message	Comments
500 - Internal Error	An unexpected error occurred on the server.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "string", "status": 599, "detail": "string" }

Validation Message	Comments
default - Unexpected Error	Any other unexpected error.

{ "type": "http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html", "title": "string", "status": 599, "detail": "string" }