Partner Schedules
Partner schedules represent invoicing periods that group transactions (charges) together for billing. Schedules progress through a defined lifecycle from draft to approved.
Schedule Status Values
| Value | Status | Description |
|---|---|---|
1 |
Draft | Schedule is in draft mode |
2 |
Approved | Schedule approved |
Workflow: Draft → Approved
Endpoints Overview
| Method | Endpoint | Description |
|---|---|---|
GET |
/v1/schedules |
Get a page of schedules |
GET |
/v1/schedules/{partnerScheduleId} |
Get schedule details |
POST |
/v1/schedules/{partnerScheduleId}/exported |
Update exported info |
Get Schedules Page
Retrieve a paginated list of partner schedules.
Endpoint: GET /v1/schedules
Query Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
PageIndex |
integer | No | Page number (default: 1) |
PageSize |
integer | No | Items per page (default: 25, max: 500) |
SearchText |
string | No | Filter by search text |
PartnerId |
uuid | No | Filter by partner ID |
CreatedFromUtc |
datetime | No | Filter schedules created from this date |
CreatedToUtc |
datetime | No | Filter schedules created to this date |
Status |
integer | No | Filter by schedule status (see values above) |
IsExported |
boolean | No | Filter by exported status |
Request Example
curl -X GET "https://api.consignlyhq.com/v1/schedules?PageIndex=1&PageSize=50&PartnerId=550e8400-e29b-41d4-a716-446655449801" \
-H "Authorization: Bearer ACCESS_TOKEN"
Response Example
{
"index": 1,
"total": 25,
"schedules": [
{
"id": "550e8400-e29b-41d4-a716-446655449800",
"partnerId": "550e8400-e29b-41d4-a716-446655449801",
"partnerName": "Fast Freight Co",
"partnerCode": "FFC",
"date": "2024-01-31",
"referenceNumber": "INV-2024-001",
"amountExclTax": 1250.00,
"status": 2,
"isExported": false
},
{
"id": "550e8400-e29b-41d4-a716-446655449803",
"partnerId": "550e8400-e29b-41d4-a716-446655449801",
"partnerName": "Fast Freight Co",
"partnerCode": "FFC",
"date": "2024-02-29",
"referenceNumber": "INV-2024-002",
"amountExclTax": 980.50,
"status": 1,
"isExported": false
}
]
}
Response Fields
| Field | Type | Description |
|---|---|---|
id |
uuid | Schedule ID |
partnerId |
uuid | Partner ID |
partnerName |
string | Partner name |
partnerCode |
string | Partner code |
date |
date | Schedule date |
referenceNumber |
string | Schedule reference number |
amountExclTax |
number | Total amount excluding tax |
status |
integer | Schedule status (see values above) |
isExported |
boolean | Whether the schedule has been exported for the current API connection |
Get Schedule Details
Retrieve details for a specific schedule, including its transactions.
Endpoint: GET /v1/schedules/{partnerScheduleId}
Path Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
partnerScheduleId |
uuid | Yes | The schedule ID |
Request Example
curl -X GET "https://api.consignlyhq.com/v1/schedules/550e8400-e29b-41d4-a716-446655449800" \
-H "Authorization: Bearer ACCESS_TOKEN"
Response Example
{
"id": "550e8400-e29b-41d4-a716-446655449800",
"partner": {
"id": "550e8400-e29b-41d4-a716-446655449801",
"name": "Fast Freight Co",
"code": "FFC"
},
"date": "2024-01-31",
"referenceNumber": "INV-2024-001",
"description": "January 2024 billing schedule",
"amountExclTax": 1250.00,
"isExported": false,
"transactions": [
{
"id": "550e8400-e29b-41d4-a716-446655449810",
"date": "2024-01-15",
"type": 1,
"consignmentId": "550e8400-e29b-41d4-a716-446655449820",
"consignmentNumber": "CON-2024-001",
"consignmentReferenceNumber": "PO-98765",
"chargeTypeId": "550e8400-e29b-41d4-a716-446655449830",
"chargeTypeName": "Storage",
"chargeTypeCode": "STORAGE",
"particulars": "Pallet storage - 10 pallets",
"revenueAccountId": "550e8400-e29b-41d4-a716-446655449840",
"revenueAccountCode": "REV-001",
"costCentreId": "550e8400-e29b-41d4-a716-446655449850",
"costCentreCode": "CC-WH01",
"quantity": 10,
"chargeRateExclTax": 25.00,
"baseChargeExclTax": null,
"minChargeExclTax": null,
"maxChargeExclTax": null,
"chargeApplication": 2,
"taxRateId": "550e8400-e29b-41d4-a716-446655449860",
"taxRateName": "GST 15%",
"taxRatePercent": 15.0,
"amountExclTax": 250.00
}
]
}
Detail Response Fields
| Field | Type | Description |
|---|---|---|
id |
uuid | Schedule ID |
partner |
object | Partner details (id, name, code) |
date |
date | Schedule date |
referenceNumber |
string | Schedule reference number |
description |
string | Schedule description |
amountExclTax |
number | Total amount excluding tax |
isExported |
boolean | Whether exported for current API connection |
transactions |
array | Transaction line items |
Transaction Fields
| Field | Type | Description |
|---|---|---|
id |
uuid | Transaction ID |
date |
date | Transaction date |
type |
integer | Transaction type |
consignmentId |
uuid | Associated consignment ID |
consignmentNumber |
string | Consignment number |
consignmentReferenceNumber |
string | Consignment reference number |
chargeTypeId |
uuid | Charge type ID |
chargeTypeName |
string | Charge type name |
chargeTypeCode |
string | Charge type code |
particulars |
string | Transaction particulars |
revenueAccountId |
uuid | Revenue account ID |
revenueAccountCode |
string | Revenue account code |
costCentreId |
uuid | Cost centre ID |
costCentreCode |
string | Cost centre code |
activityCode |
string | Activity code |
activityName |
string | Activity name |
quantity |
number | Quantity |
chargeRateExclTax |
number | Charge rate excluding tax |
baseChargeExclTax |
number | Base charge excluding tax |
minChargeExclTax |
number | Minimum charge excluding tax |
maxChargeExclTax |
number | Maximum charge excluding tax |
chargeApplication |
integer | Charge application type |
taxRateId |
uuid | Tax rate ID |
taxRateName |
string | Tax rate name |
taxRatePercent |
number | Tax rate percentage |
amountExclTax |
number | Transaction amount excluding tax |
Update Exported Info
Create or update the exported information for a schedule. This marks the schedule as exported for the current API connection and optionally stores a link to the external system.
Endpoint: POST /v1/schedules/{partnerScheduleId}/exported
Path Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
partnerScheduleId |
uuid | Yes | The schedule ID |
Request Body
{
"externalUrl": "https://accounting.example.com/invoices/INV-2024-001"
}
Request Body Fields
| Field | Type | Required | Description |
|---|---|---|---|
externalUrl |
string | No | URL to the exported schedule in the external system |
Request Example
curl -X POST "https://api.consignlyhq.com/v1/schedules/550e8400-e29b-41d4-a716-446655449800/exported" \
-H "Authorization: Bearer ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{"externalUrl": "https://accounting.example.com/invoices/INV-2024-001"}'
Response
Status: 200 OK
Related Endpoints
- Partners - Partner information
- Consignment Charges - Charge management
- Cost Centres - Cost centre lookup
- Revenue Accounts - Revenue account lookup
- Tax Rates - Tax rate lookup