The following sample creates an account record. In the sample, required fields are commented. During account creation, it is optional to set posting criteria or definitions on which types of financial records can post to the account (for example, tasks, expenses, invoices).

Code Snippet

Date date = new Date();

protected AccountRepository accountRepository;

AccountCreate account = createAccount();

String accountUniqueKey = accountRepository.insertAccount(account);

private String createAccount() throws Exception {

AccountCreate account = new AccountCreate();

//name is a required field

account.setName("2009-Q1");

//startOn date is a required field

account.setStartOn(01-JAN-09);

//endOn date is a required field

account.setEndOn(31-MAR-09);

//allocationLimit is a required field

account.setAllocationLimit(25000.00);

//(optional) set the account type as BUDGET or RESERVE

account.setType(AccountType.BUDGET);

//(optional) set the account overdraft type

account.setAccountOverdraftType(AccountOverdraftType.ALLOW_NEGATIVE);

//(optional) if this is a child account, set the parent account

account.setParentAccountUniqueKey("ACCT_4141");

returns account;

}

Code Snippet for setting account posting criteria

//the following sample code would be used as an excerpt from the above sample for creating an account; it is presented separately just to simplify the process for setting account posting criteria

//the following section sets posting criteria that allows tasks of a certain category to post to this account

account.setAllowTask(true);

account.setTaskCategoryUniqueKey(taskCategoryUniqueKey);

account.setTaskPercent(100);

//the following section sets posting criteria that allows expenses of a certain category to post to this account

account.setAllowExpense(true);

account.setExpenseCategoryUniqueKey(expenseCategoryUniqueKey);

account.setExpensePercent(100);

//the following section sets posting criteria that allows invoice expense line items of a certain category to post to this account

account.setAllowInvoiceExpense(true);

account.setInvoiceExpenseCategoryUniqueKey(invoiceExpCategoryUniqueKey);

account.setInvoiceExpensePercent(100);

//the following section sets posting criteria that allows invoice fee line items of a certain category to post to this account

account.setAllowInvoiceTask(true);

account.setInvoiceTaskCategoryUniqueKey(invoiceTaskCategoryUniqueKey);

account.setInvoiceTaskPercent(100);