Save significant accounting policies
save_accounting_policiesSave the Significant Accounting Policies text (Note 2) your user has chosen, one policy per title. SEND THE COMPLETE SET EVERY TIME: this replaces all of Note 2, so any title you leave out of this call is removed — including one someone answered in the Datavrn app. Call list_statement_policy_choices first and send back every title. If your call would drop a saved policy, Datavrn saves nothing and returns an approval request naming how many would be dropped — show your user, and send the approval back only if they mean to drop them. A complete resend drops nothing and saves straight away. Use the exact policy headings this statement format carries; a heading Datavrn does not recognise is refused and nothing is saved. Resolving a bracketed template choice such as "[FIFO / weighted average]" is an ACCOUNTING POLICY DECISION SPECIFIC TO THIS ENTITY: get your user’s explicit choice, and never pick one because it is the common answer. If a policy was set this year and differs from last year’s answer, that is a CHANGE IN ACCOUNTING POLICY requiring disclosure under AS-5 / Ind AS 8 — tell your user before you save it. Check list_statement_policy_choices first: a row that differs from last year while its captured flag is false is NOT a change — last year’s wording has simply not been carried forward, and unless you send it again this note prints Datavrn’s generic template wording in its place. Saving here re-opens the disclosure review — after your last change, confirm the disclosure review again with confirm_capture_review before generating. Recorded as authorised by the member you name. Generate a fresh version after your last capture change — finalisation checks the version’s frozen capture state, not today’s.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| policies | No | ||
| client_id | Yes | The entity (client) id — from list_clients. | |
| period_id | Yes | ||
| template_id | Yes | ||
| on_behalf_of | No | The email address your user signs in to Datavrn with. This records who authorised the change alongside the connection that made it. REQUIRED on an API-key connection — ask your user for it, do not guess. On an OAuth connection leave it out: the change is recorded as authorised by the member who connected; if you do supply it, it must be that member. | |
| removal_count | No | ||
| removal_token | No |