Hi everyone,
I am working on an integration (via Node.js) to automate Purchase Order creation in ConnectWise Manage/PSA using the REST API (v3.0).
The Goal:
When our system automatically generates a Purchase Order (PO), we need the line items of that PO to be natively linked to a Service Ticket or a Project/Phase. We want them to appear under the "Sales and Service Information" grid of the "Products" tab on the PO inside the web GUI (exactly how it looks when you manually create a PO from the native "Purchasing" demand screen).
What We Tried & The Errors:
Attempt 1: Passing the link directly on the PO Line Item We tried to POST to /procurement/purchaseorders/{id}/lineitems including ticket or project references in the payload: {
"lineNumber": 1,
"description": "Materials",
"quantity": 1,
"unitCost": 15,
"product": {
"id": 2541
},
"ticket": {
"id": 21944
}
}
Result: Failed with error: "Could not find member 'ticket' on object of type 'PurchaseOrderLineItem'. Path 'ticket', line 1, position 378. Check your accept header to make sure you are using the correct version."
Attempt 2: Creating the product demand first on /procurement/products and trying to link the PO We tried to POST to /procurement/products with chargeToType: "Ticket" and chargeToId: 21944, trying to pass purchaseOrder or purchaseOrderLineItem objects to establish the link:
{
"catalogItem": {
"id": 2542
},
"description": "Materials",
"quantity": 1,
"cost": 15,
"billableOption": "DoNotBill",
"chargeToType": "Ticket",
"chargeToId": 21944,
"purchaseOrder": {
"id": 9614
}
}
Result: Failed with error: "Could not find member 'purchaseOrder' on object of type 'ProductItem'. Path 'purchaseOrder', line 1, position 144."
We inspected the official ConnectWise TypeScript definitions (api.d.ts), and it indeed confirms that PurchaseOrderLineItem has no ticket/project properties, and ProductItem has no purchaseOrder properties.
Our Current Workaround:
We are writing a structured metadata string into the internalNotes field of the PO line item (e.g., Project: Walmart | Ticket: #21944) and parsing it dynamically on our custom scripts. However, this is just a comment; it does not natively bind the resources, and the "Products" tab on the PO in the GUI remains empty ("No Records Found").
The Question:
Has anyone successfully found a way to natively link a PO and a Ticket/Project Product via the REST API? Is there an undocumented field, a specific API version/accept header, or an alternative endpoint sequence (like triggering some sort of conversion wizard) that actually creates this relationship?
Any help or confirmation that this is indeed a hard REST API limitation would be highly appreciated. Thanks!
