Skill: Query AR Invoice Items

Query accounts receivable invoice items in Sage Intacct with grouping, date filters, dimensional filters, and quantity aggregates.

The Query AR Invoice Items skill retrieves aggregated accounts receivable invoice item data from Sage Intacct. It is used for revenue analysis, customer billing inquiries, and AR reporting by grouping invoice line items along one or more dimensions.

Parameters

Parameter	Type	Required	Description
group_by	string	Yes	How to group results. Options: customer, glaccount, project, department, location, class, item, employee, vendor. Multiple values can be comma-separated.
start_date	string	No	Filter invoice items with a date on or after this value (YYYY-MM-DD).
end_date	string	No	Filter invoice items with a date on or before this value (YYYY-MM-DD).
customer_id	string	No	Filter by customer ID.
department_id	string	No	Filter by department ID.
location_id	string	No	Filter by location ID.
project_id	string	No	Filter by project ID.
class_id	string	No	Filter by class ID.
glaccount	string	No	Filter by GL account number.
item_id	string	No	Filter by item ID.
employee_id	string	No	Filter by employee ID.
vendor_id	string	No	Filter by vendor ID.
offset	integer	No	Number of records to skip for pagination. Defaults to 0.
limit	integer	No	Maximum number of grouped records to return. Defaults to 100.

Aggregates

The skill automatically computes these aggregates for each group:

Aggregate	Description
SUM(AMOUNT)	Total invoiced amount in base currency.
SUM(TRX_AMOUNT)	Total invoiced amount in transaction currency.
SUM(QUANTITY)	Total quantity across all invoice items in the group.
COUNT(RECORDNO)	Number of invoice items in the group.

Example usage

“How much have we invoiced each customer this quarter?”

The agent would invoke:

• group_by: customer
• start_date: 2026-01-01
• end_date: 2026-03-31

“Show me the AR breakdown by item for the consulting department.”

The agent would invoke:

• group_by: item
• department_id: CONSULT

Response structure

The skill returns an array of grouped records, each containing:

• Group key(s) — the dimension value(s) used for grouping (e.g., customer name, item name).
• SUM_AMOUNT — total base-currency invoiced amount.
• SUM_TRX_AMOUNT — total transaction-currency invoiced amount.
• SUM_QUANTITY — total quantity invoiced.
• COUNT_RECORDNO — count of invoice line items.

Results are sorted by SUM_AMOUNT in descending order by default.

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Related skills: Query AP Bill Items | Query GL Detail | Query Projects