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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.

Note:

If submitting this API using a static Chart of Accounts-based budget period, any segment values included must be from an existing account.
If submitting this API using a dynamic Chart of Accounts, any segment values included must match existing account segments or lookup values. This API does not directly create the account.

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?	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
pending_requisitions_amount	Amount consumed by pending requisitions			yes	decimal
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

Note:

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.