merit_create_sales_offer
Create a sales offer for Merit Aktiva with customer details, itemized rows, tax totals, and net amount. Use this tool to send a quote, order, or prepayment directly to the accounting system.
Instructions
Create a Merit Aktiva sales offer (POST /api/v2/sendoffer). offerNo, customer, offerRows, taxAmount[], and totalAmount (ex-VAT) are required. docType: 1 = quote, 2 = order, 3 = prepayment. Dates are ISO YYYY-MM-DD.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| refNo | No | ||
| docDate | Yes | Document date YYYY-MM-DD (required) | |
| docType | No | 1 = quote, 2 = order, 3 = prepayment | |
| offerNo | Yes | Offer number, max 35 (required) | |
| customer | Yes | Customer object (id of existing, or name+countryCode+notTDCustomer) | |
| fComment | No | ||
| hComment | No | ||
| docStatus | No | ||
| offerRows | Yes | Offer lines (required) | |
| taxAmount | Yes | VAT totals per TaxId (required) | |
| expireDate | No | Expiry / due date YYYY-MM-DD | |
| contactInfo | No | ||
| projectCode | No | ||
| totalAmount | Yes | Amount without VAT (required) | |
| currencyCode | No | ||
| deliveryDate | No | ||
| departmentCode | No | ||
| roundingAmount | No |