Open a delivery schedule
delivery_schedule_createOpen a delivery schedule against a quote, work order or change order and return its DS-YYYY-NNNN number: the reference, its own date, the client, a title and the currency. Free tier: 3 open.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| title | Yes | What the job is, in one line, e.g. Website rebuild, phase one | |
| client | Yes | The client the work is delivered to, as named on the reference document | |
| currency | No | ISO code the deliverables are priced in. Defaults to the shared business profile's currency | |
| reference | Yes | The quote, work order or change order this schedule delivers, by its id, e.g. WO-2026-0001, Q-2026-0003 or CO-2026-0001 | |
| reference_date | Yes | The date on the reference document itself, YYYY-MM-DD. No due date and no delivery may fall before it | |
| reference_kind | No | What the reference is. Inferred from the id when omitted: WO- is a work order, CO- a change order, anything else a quote |