> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set recovered historical payment balance on migrated purchase orders

> Order-side sibling of `vendor-bills/set-historical-balance`. On a Versa
migration a settled purchase order's payment state is not always carried
verbatim into the imported `orders` row, so a migrated historical PO can
land showing `balance_due = NULL` or `payment_status = unpaid` even when
the underlying bill was fully paid. The loader's 6.4c post-pass derives
the recovered `amount_paid` / `balance_due` / `payment_status` per PO and
POSTs the resolved values here so the procurement view ties to the settled
truth.

**GL-NEUTRAL.** A purchase order posts no journal entry of its own (the
vendor bill / GRNI does). This endpoint sets the three order-level payment
columns only and never posts or touches a journal entry.

**Lookup key.** Each item resolves the migrated PO by `po_id`
(orders.id, preferred) OR `external_id` (orders.external_id, the loader's
`String(versa order_id)` fallback).

**Strict provenance.** Only rows with `document_type = 'purchase_order'`
AND `external_source = 'versa_cloud'` AND `is_historical_import = true`
are touched. No live operator PO is ever modified.

**Clamp.** `amount_paid` is clamped to `order_total`;
`balance_due = max(0, order_total - amount_paid)`; `payment_status` is
recomputed (`paid` / `partial` / `unpaid`) from the clamped numbers.

**Idempotent.** An already-at-target PO (within a cent + same status)
returns `set=false` (no-op). Re-running the whole pass is safe.

**Scope:** `migration:write`. Max 500 items per call.




## OpenAPI

````yaml /openapi.yaml post /entities/{entity_id}/migration/purchase-orders/set-historical-balance
openapi: 3.1.0
info:
  title: Arcus ERP Public API
  version: 1.0.0
  description: >
    Arcus ERP public REST API. Designed for external integrations and data
    migration.


    **Authentication.** Bearer token (API key) via the `Authorization` header.

    Format: `Authorization: Bearer ark_live_ent_<code>_<random>` (or
    `ark_test_*` for sandbox).

    API keys are issued per-entity in **Settings > Developers > API Keys**.


    **Entity scoping.** The entity is encoded in the API key prefix; routes are
    flat

    (e.g. `/v1/accounts`, `/v1/orders`, `/v1/products`). A small set of platform
    endpoints

    (migration, reconciliation, events, webhook endpoints, API keys) use the

    `/v1/entities/{entity_id}/...` form -- those are noted in their tags.


    **Key capabilities.**
      - Related-resource hydration via `?expand[]=` (see `x-arcus-expand` on each resource).
      - Cursor-based pagination (`starting_after` / `ending_before` / `limit`).
      - Idempotency via the `Idempotency-Key` header.
      - Webhook events for asynchronous notification.
      - Conditional requests / ETag for cache validation.
servers:
  - url: https://api.arcuserp.com/v1
    description: Arcus ERP API (accepts both live `ark_live_*` and test `ark_test_*` keys)
  - url: https://dev-api.arcuserp.com/v1
    description: >-
      Dev sandbox API (test-only data, accepts `ark_test_*` keys against dev
      RDS)
security: []
paths:
  /entities/{entity_id}/migration/purchase-orders/set-historical-balance:
    post:
      tags:
        - Migration
      summary: Set recovered historical payment balance on migrated purchase orders
      description: >
        Order-side sibling of `vendor-bills/set-historical-balance`. On a Versa

        migration a settled purchase order's payment state is not always carried

        verbatim into the imported `orders` row, so a migrated historical PO can

        land showing `balance_due = NULL` or `payment_status = unpaid` even when

        the underlying bill was fully paid. The loader's 6.4c post-pass derives

        the recovered `amount_paid` / `balance_due` / `payment_status` per PO
        and

        POSTs the resolved values here so the procurement view ties to the
        settled

        truth.


        **GL-NEUTRAL.** A purchase order posts no journal entry of its own (the

        vendor bill / GRNI does). This endpoint sets the three order-level
        payment

        columns only and never posts or touches a journal entry.


        **Lookup key.** Each item resolves the migrated PO by `po_id`

        (orders.id, preferred) OR `external_id` (orders.external_id, the
        loader's

        `String(versa order_id)` fallback).


        **Strict provenance.** Only rows with `document_type = 'purchase_order'`

        AND `external_source = 'versa_cloud'` AND `is_historical_import = true`

        are touched. No live operator PO is ever modified.


        **Clamp.** `amount_paid` is clamped to `order_total`;

        `balance_due = max(0, order_total - amount_paid)`; `payment_status` is

        recomputed (`paid` / `partial` / `unpaid`) from the clamped numbers.


        **Idempotent.** An already-at-target PO (within a cent + same status)

        returns `set=false` (no-op). Re-running the whole pass is safe.


        **Scope:** `migration:write`. Max 500 items per call.
      operationId: postMigrationPurchaseOrderSetHistoricalBalance
      parameters:
        - name: entity_id
          in: path
          required: true
          schema:
            type: string
            format: uuid
        - name: Idempotency-Key
          in: header
          required: false
          schema:
            type: string
          description: >
            Optional idempotency key. If supplied, retrying the same call within
            24 hours

            returns the previous result.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - items
              properties:
                items:
                  type: array
                  maxItems: 500
                  items:
                    type: object
                    required:
                      - amount_paid
                      - balance_due
                    properties:
                      po_id:
                        type: string
                        format: uuid
                        description: Arcus orders.id of the migrated PO (preferred key).
                      external_id:
                        type: string
                        description: >-
                          orders.external_id (Versa order id) -- fallback key
                          when po_id is absent.
                      amount_paid:
                        type: number
                        description: Recovered LEAST(recovered_paid, order_total).
                      balance_due:
                        type: number
                        description: GREATEST(order_total - recovered_paid, 0).
                      payment_status:
                        type: string
                        enum:
                          - unpaid
                          - partial
                          - paid
                        description: >-
                          Recovered payment status (recomputed defensively from
                          amount_paid/balance_due).
            examples:
              batch:
                summary: Set recovered balances on a batch of migrated POs
                value:
                  items:
                    - external_id: '44895'
                      amount_paid: 1250
                      balance_due: 0
                      payment_status: paid
                    - po_id: 6b1e9a4f-1d2c-4f8e-9c8a-8b1d2e3f4a5b
                      amount_paid: 500
                      balance_due: 250
                      payment_status: partial
      responses:
        '200':
          description: PO historical-balance result
          content:
            application/json:
              schema:
                type: object
                properties:
                  object:
                    type: string
                    example: migration_po_historical_balance_result
                  total:
                    type: integer
                  updated:
                    type: integer
                  already_correct:
                    type: integer
                  not_found:
                    type: integer
                  failed:
                    type: integer
                  results:
                    type: array
                    items:
                      type: object
        '400':
          $ref: '#/components/responses/Error'
        '401':
          $ref: '#/components/responses/Error'
        '403':
          $ref: '#/components/responses/Error'
      security:
        - ApiKeyAuth: []
components:
  responses:
    Error:
      description: Error response (400/401/403/404/409/422/429/500)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
  schemas:
    ErrorEnvelope:
      type: object
      description: |
        Canonical error response envelope. All API errors use this shape.
      required:
        - error
        - code
      properties:
        error:
          type: string
          description: Machine-readable error key
          example: not_found
        code:
          type: string
          description: Machine-readable error code (often same as error)
          example: not_found
        type:
          type: string
          enum:
            - validation_error
            - permission_error
            - not_found
            - conflict
            - rate_limit
            - internal
            - expand_error
            - not_implemented
          example: not_found
        hint:
          type: string
          description: Human-readable one-sentence explanation (English)
          example: >-
            The requested order does not exist or does not belong to this
            entity.
        param:
          type: string
          description: The parameter that caused the error, if applicable
          example: expand[0]
        required:
          type: string
          description: The scope required (only on insufficient_scope errors)
          example: accounts:read
        request_id:
          type: string
          description: >-
            Unique request ID for support tracing (maps to CloudWatch log
            stream)
          example: req_abc123
  securitySchemes:
    ApiKeyAuth:
      type: http
      scheme: bearer
      description: |
        API key issued per entity via Settings > Developers > API Keys.
        Each key carries scopes (e.g. orders:read, products:write).
        Bearer token format: Authorization: Bearer ark_live_ent_<code>_<random>
        Test keys use ark_test_ent_<code>_<random>. Both are issued per entity
        via Settings > Developers > API Keys.

````