FE NXT - fields required in Get Period summary (List) endpoint in sky api

Hello,

For fetching Revenue, Expense (Income Statement) account types data, we refer to get transaction distribution (list) endpoint and for balance sheet account types, we refer to get period summary (list) endpoint. As, separate endpoints are required for fetching different account types data, it effects the data loading performance.
So, if all the information for all the account types is available in one endpoint, then it would improve the performance time and also would reduce the coding complexity for FE NXT to PP data load process.

When we checked the balance sheet accounts data in get period summary (list), then we found that, data for revenue and expense accounts is also available in the same endpoint, except that, there are some fields not available in this endpoint, which are present in get transaction distribution (list).

Following is the comparison for the same FE NXT account and with data present for the same FE NXT account in get transaction distribution (list) and get period summary (list) endpoints –


  GET Period summary (List)     {     "fiscal_year": "2015",     "fiscal_year_id": 19,     "fiscal_period": "1",     "fiscal_period_id": 217,     "period_start_date": "2015-01-01T00:00:00",     "period_end_date": "2015-01-31T00:00:00",       "account_number": "01-4300-00",     "ui_project_id": "1003",       "transaction_codes": [{       "name": "Jurisdiction",       "value": "None",       "id": 0,       "inactive": false     }, {       "name": "Spendable?",       "value": "Spendable",       "id": 0,       "inactive": false     }],       "beginning_balance": 0.0000,     "debit": 0.0000,     "credit": 500.0000,     "encumbered_beginning_balance": 0.0000,     "encumbered_debit": 0.0000,     "encumbered_credit": 0.0000   }                  

GET Transaction distribution (List)

{

"transaction_id": 82186,

"transaction_amount": 500.0000,

"distribution_id": 177456,

"batch_id": 1627,

"distribution_amount": 500.0000,

"account_number": "01-4300-00",

"account_class": "Unrestricted Net Assets",

"ui_project_id": "1003",

"post_date": "2015-01-07T00:00:00",

"type_code": "Credit",

"reference": "Reference",

"journal": "Journal & Entry",

"encumbrance": "Regular",

"transaction_code_values": [{

"name": "Jurisdiction",

"value": "None",

"id": 1,

"inactive": false

}, {

"name": "Spendable?",

"value": "Spendable",

"id": 2,

"inactive": false

}],

"date_added": "2015-01-05T10:39:23.65",

"added_by": "Supervisor",

"date_modified": "2015-01-05T11:02:43.443",

"modified_by": "Supervisor",

"post_status": "Posted"

}

 
The names shown in bold and red color above are the required fields that do not exist in ‘get period summary (list)’ endpoint and we would like to inquire & request the API team, if they can make these fields available in get period summary (list) endpoint.

Thanks & Regards,

Rehan / Vaibhav.