lpza_upsert_draft_fee
Insert or update an unbilled draft fee for a matter using supplied unit price, tax, and total. Update existing items by UID or external source ID.
Instructions
Insert or update an unbilled draft fee via matterdraftlineitem.upsert. Pass unitprice, tax, and trantotal as supplied — VAT is not calculated in this tool. Update by matterdraftlineitem_uid or srcid.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| qty | No | Quantity. Defaults to 1. | |
| tax | Yes | VAT amount (caller-supplied; do not hardcode a rate). | |
| date | No | Transaction date (YYYY-MM-DD). | |
| srcid | No | External unique ID for upsert-by-srcid. | |
| minutes | No | ||
| matter_id | Yes | Matter to post the fee to. | |
| trantotal | Yes | Transaction total including VAT (caller-supplied). | |
| unitprice | Yes | Unit price excluding VAT (caller-supplied). | |
| product_id | Yes | Posting code (product) ID. | |
| salesagent_id | Yes | Fee earner (salesagent) ID. | |
| matterdraftlineitem_uid | No | Existing draft item UID to update. | |
| matterdraftlineitem_name | No | Description of the fee or disbursement. |