Budget Lines API (/budget lines)
Use the budget line API to create and update budget lines that you have associated with your accounts.
The URL to access budget lines is: https://<instance>/api/budget lines
See Integration Best Practices for more info.
Actions
The Budget Lines API allows you to:
| Verb | Path | Action | Description |
|---|---|---|---|
| PUT | /api/budget_lines/:id/adjust |
adjust | Create budget line adjustment for budget line |
| POST | /api/budget_lines |
create | Create budget line |
| GET | /api/budget_lines |
index | Query budget lines |
| GET | /api/budget_lines/:id |
show | Show budget line |
| PUT | /api/budget_lines/:id |
update | Update budget line |
Elements
The following elements are available for the Budget Lines API:
| Element | Description | Required Field? | Unique? | Allowable Value | Api_In Field? | Api_Out Field? | Data Type |
|---|---|---|---|---|---|---|---|
| amount | amount | yes | decimal | ||||
| created-at | Automatically created by Coupa in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ | yes | datetime | ||||
| created-by | User who created | yes | User | ||||
| currency | Currency of transaction | yes | yes | Currency | |||
| description | description | yes | yes | string | |||
| error-on-overrun | Prevent submission of requisitions that would exceed the budget | yes | yes | boolean | |||
| id | Coupa unique identifier | yes | integer | ||||
| notes | notes | yes | yes | text | |||
| overrun-calculation | overrun_calculation | yes | yes | integer | |||
| owner | budget owner | yes | yes | User | |||
| owner-is-approver | Owner is approver? | yes | yes | integer | |||
| period | This is the nickname for the budget line. Users can view and search against this field through the user interface. | yes | yes | yes | Period | ||
| remaining | remaining | yes | decimal | ||||
| remaining-budget | Remaining Budget | yes | decimal | ||||
| segment-1 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-10 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-11 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-12 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-13 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-14 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-15 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-16 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-17 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-18 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-19 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-2 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-20 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-3 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-4 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-5 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-6 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-7 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-8 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| segment-9 | Optionally provide each segment individually.This is required if any of segments contains the dash "-" character, which prevents the Budgeting Segment code from being split automatically | yes | yes | string | |||
| set-amount-from-xml | set_amount_from_xml | yes | |||||
| updated-at | Automatically created by Coupa in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ | yes | datetime | ||||
| updated-by | User who updated | yes | User |
- For large data set and performance optimization, always limit your result with some GET criteria.
- You can use POST to create new budget lines for existing budget periods and existing account segments (that is, segment-1, segment-2, and so on). This means that you cannot create new budget periods using the API.
- Once the budget line is created and associated with an account type (that is, a chart of accounts) and specific account, you cannot change this information.