Stored Procedures
Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Sage Intacct.
Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Sage Intacct, along with an indication of whether the procedure succeeded or failed.
CData Python Connector for Sage Intacct Stored Procedures
| Name | Description |
| AccountBalanceReport | Generates a comprehensive account balance report, showing actual vs. budget data for a chosen period to assist in financial review. |
| ApproveVendor | Processes the approval of a vendor record, updating its status and documenting the approval action. |
| CreateAccountBalanceReportSchema | Generates a comprehensive account balance report, showing actual vs. budget data for a chosen period to assist in financial review. |
| CreateAttachment | Creates a new attachment record and associates it with a specified folder or entity, facilitating document management. |
| CreateCustomReportSchema | Generates a schema file for a custom report, enabling tailored reporting layouts and data export. |
| CreateSchema | Builds a schema file for a specified table or view, supporting documentation and metadata-driven development. |
| CreateTrialBalancesReportSchema | Constructs a schema file for a trial balance report, allowing for customized formatting and data extraction. |
| DeclineVendor | Marks a vendor record as declined, capturing the reason and timestamp to maintain vendor approval history. |
| GetCustomFields | Retrieves custom field definitions and their values for a specific record, enabling extended data capture. |
| GetDimensionRestrictedData | Lists target dimension IDs that have many-to-one or one-to-many relationships from a given source dimension. |
| GetKeys | Fetches key values (primary or foreign) from the specified table or entity for lookup and integration purposes. |
| GetOAuthAccessToken | Fetches the OAuth Access Token, which is used to authenticate and authorize API calls. Only used for the AzureAD AuthScheme. |
| GetOAuthAuthorizationUrl | Retrieves the OAuth Authorization URL, allowing the client to direct the user's browser to the authorization server and initiate the OAuth process. Only used for the AzureAD AuthScheme. |
| GetRelationshipColumns | Retrieves columns that define relationships (e.g., parent-child) in Sage Intacct for the specified table. |
| GetUserDateTimePreferences | Looks up a user's date/time format and time zone preferences, ensuring consistent scheduling and display. |
| GetVendorApprovalHistory | Generates a historical report of vendor approvals and rejections, aiding compliance and auditing. |
| RefreshOAuthAccessToken | Refreshes an expired OAuth Access Token to maintain continuous authenticated access to resources without requiring reauthorization from the user. Only used for the AzureAD AuthScheme. |
| ReverseInvoice | Reverses an existing invoice using its Id and a specified reversal date, while documenting the transaction in the General Ledger (GL). |
| SetRelationship | Updates or establishes relationship columns for records in Sage Intacct, enforcing data integrity. |
| UpdateAttachment | Modifies an existing attachment record, such as updating file references or folder associations. |
| VoidAPPayment | Voids an Accounts Payable payment record based on the provided invoice or payment ID, reversing the transaction in GL. |