Magento Commerce only

Manage company credit

The company credit entity operates with the following attributes:

Credit limit
Available credit
Outstanding balance

The credit limit is allocated by seller, while available credit and outstanding balance are automatically calculated by the system based on the buyer transactions (place an order, return) and seller’s transactions (refund, reimburse, update credit limit, cancel order).

Manage company credit limits

When you create a company, the credit limit is set to 0. Use the PUT /V1/companyCredits/:id call to change this value and perform other updates to the company’s credit settings.

REST Endpoints

PUT /V1/companyCredits/:id
GET /V1/companyCredits/:creditId
GET /V1/companyCredits/company/:companyId
GET /V1/companyCredits/

Company credit parameters

Name	Description	Format	Requirements
`id`	The credit ID generated by the system	integer	Required
`company_id`	Company ID	integer	Required
`credit_limit`	The amount of credit granted to the company	Number	Required
`balance`	The amount the company currently owes the seller	Number	Optional
`currency_code`	The currency code for the company’s credit, such as USD	String	Required
`exceed_limit`	Indicates whether the company can exceed their credit limit	Boolean	Optional
`available_limit`	The amount of credit currently available to the company	Number	Optional
`credit_comment`	Describes the change being made	String	Optional

Update a company credit limit

This call changes the company’s credit limitto $1000. The available_limit parameter is calculated, so you cannot specify the value.

Service Name

companyCreditCreditLimitRepositoryV1

Sample Usage

PUT /V1/companyCredits/company/2

Payload

{
  "creditLimit": {
  "id": 2,
  "company_id": 2,
  "credit_limit": 1000,
  "currency_code": "USD"
  }
}

Response

{
    "id": 2,
    "company_id": 2,
    "credit_limit": 1000,
    "balance": 0,
    "currency_code": "USD",
    "exceed_limit": false,
    "available_limit": 1000
}

Get details about a company’s credit limit using credit ID

This call returns data on the credit limit for the specified credit ID.

Service Name

companyCreditCreditLimitRepositoryV1

Sample Usage

GET /V1/companyCredits/2

Payload

Not applicable

Response

{
  "id": 2,
  "company_id": 2,
  "credit_limit": 500,
  "balance": 0,
  "currency_code": "USD",
  "exceed_limit": false,
  "available_limit": 500
}

Get details about a company’s credit limit using company ID

This call returns information about the credit limit for a specified company.

Service Name

companyCreditCreditLimitManagementV1

Sample Usage

GET /V1/companyCredits/company/2

Payload

Not applicable

Response

{
  "id": 2,
  "company_id": 2,
  "credit_limit": 500,
  "balance": 0,
  "currency_code": "USD",
  "exceed_limit": false,
  "available_limit": 500
}

Search credit IDs

The following call returns information for all companies whose credit balance is 0.

See Search using REST APIs for information about constructing a search query.

Sample Usage

GET /V1/companyCredits?searchCriteria[filter_groups][0][filters][0][field]=balance&searchCriteria[filter_groups][0][filters][0][value]=0&searchCriteria[filter_groups][0][filters][0][condition_type]=eq

Payload

Not applicable

Response

Show code sample

{
    "items": [
        {
            "id": 2,
            "company_id": 2,
            "credit_limit": 1000,
            "balance": 0,
            "currency_code": "USD",
            "exceed_limit": false,
            "available_limit": 1000
        },
        {
            "id": 3,
            "company_id": 3,
            "balance": 0,
            "currency_code": "USD",
            "exceed_limit": false,
            "available_limit": 0
        },
        {
            "id": 4,
            "company_id": 4,
            "credit_limit": 2000,
            "balance": 0,
            "currency_code": "USD",
            "exceed_limit": false,
            "available_limit": 2000
        }
    ],
    "search_criteria": {
        "filter_groups": [
            {
                "filters": [
                    {
                        "field": "balance",
                        "value": "0",
                        "condition_type": "eq"
                    }
                ]
            }
        ]
    },
    "total_count": 3
}

Balance operations

The company’s outstanding balance can be updated as the buyer makes payments, purchases, and other transactions.

Service Name

companyCreditCreditBalanceManagementV1

REST Endpoints

POST /V1/companyCredits/:creditId/decreaseBalance
POST /V1/companyCredits/:creditId/increaseBalance

Balance Parameters

Name	Description	Format	Requirements
`value`	Indicates how much money is involved in this company credit balance operation.	Nuumber	Required
`currency`	The currency of the transaction, such as USD	String	Required
`operationType`	Must be one of the following: 1 - Allocated; 2 - Updated; 3 - Purchased; 4 - Reimbursed; 5 - Refunded; 6 - Reverted	Integer	Required
`comment`	Describers the operation	String	Optional
`options`	An object that provides additional information for increasing or decreasing the credit balance	Object	Optional

options parameters

Name	Description	Format	Requirements
`purchase_order`	The company’s purchase order number	String	Optional
`order_increment`	Order increment	String	Optional
`currency_display`	Currency code for displaying the operation	String	Optional
`currency_base`	The base currency	String	Optional

Increase the company credit balance

This call increases the company credit with an Allocate, Update, Refund, Revert, or Reimburse transaction. (You cannot specify the Purchased (3) operation type.) This call also decreases the company’s outstanding balance.

Sample Usage

V1/companyCredits/2/increaseBalance

Payload

{
  "value": 250,
  "currency": "USD",
  "operationType": 2,
  "comment": "update limit"
}

Response

true, indicating the increase to the company credit balance succeeded

Decrease the balance

This call decreases the company credit with an Update (operation type = 2), Purchased (3), or Reimbursed (4) transaction. (You cannot specify the other operation types.) This call also increases company’s outstanding balance.

Sample Usage

V1/companyCredits/2/decreaseBalance

Payload

{
  "value": 250,
  "currency": "USD",
  "operationType": 4,
  "comment": "issue refund"
}

Response

true, indicating the decrease to the company credit balance succeeded

Credit history

A Reimburse transaction can be updated to include a purchase order and comment.

Service Name companyCreditCreditHistoryManagementV1

REST Endpoints

GET /V1/companyCredits/history
PUT /V1/companyCredits/history/:historyId

Save the credit history

This call updates the credit history to specify a purchase order number.

Sample Usage

PUT /V1/companyCredits/history/6

Payload

{
  "purchaseOrder": "A12345",
  "comment": "Adding PO info"
}

Response

true, indicating the call was successful

Search credit history IDs

The following call returns a list instances in which the credit limit was set to a value higher than $500.

See Search using REST APIs for information about constructing a search query.

Sample Usage

GET /V1/companyCredits/history?searchCriteria[filter_groups][0][filters][0][field]=credit_limit&searchCriteria[filter_groups][0][filters][0][value]=500&searchCriteria[filter_groups][0][filters][0][condition_type]=gt

Payload

Not applicable

Response

{
    "items": [
        {
            "id": 6,
            "company_credit_id": 2,
            "user_id": 1,
            "user_type": 2,
            "currency_credit": "USD",
            "currency_operation": "USD",
            "rate": 1,
            "rate_credit": 0,
            "amount": -250,
            "balance": 0,
            "credit_limit": 1000,
            "available_limit": 1000,
            "type": 4,
            "datetime": "2017-06-12 02:26:28",
            "purchase_order": "A12345",
            "comment": "{\"custom\":\"Adding PO info\"}"
        },
        {
            "id": 7,
            "company_credit_id": 4,
            "user_id": 1,
            "user_type": 2,
            "currency_credit": "USD",
            "currency_operation": "USD",
            "rate": 1,
            "rate_credit": 0,
            "amount": 0,
            "balance": 0,
            "credit_limit": 2000,
            "available_limit": 2000,
            "type": 1,
            "datetime": "2017-07-20 21:28:35",
            "comment": ""
        }
    ],
    "search_criteria": {
        "filter_groups": [
            {
                "filters": [
                    {
                        "field": "credit_limit",
                        "value": "500",
                        "condition_type": "gt"
                    }
                ]
            }
        ]
    },
    "total_count": 2
}

Integrate with the CompanyCredit module

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Manage company credit

Manage company credit limits

Update a company credit limit

Get details about a company’s credit limit using credit ID

Get details about a company’s credit limit using company ID

Search credit IDs

Balance operations

Increase the company credit balance

Decrease the balance

Credit history

Save the credit history

Search credit history IDs

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