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Agent Action - Get Customer Transactions

The pricefx_acc_ag_get_agents_customer_transactions tool returns the most recent sales transactions of the customer behind an Agent action item, for example an Unprofitable Account action. The tool finds the Datamart and the customer from the action item. You can also name a Datamart and a customer directly.

Tool Name – pricefx_acc_ag_get_agents_customer_transactions

Title – Agent Action: get customer transactions linked to an Agent action item or a datamart

Type – Private

Access Profile: Configurator

This tool is only available with the Accelerate Agents 1.6.

Permissions

The tool is available only to the Configurator access profile when tool access control is on.

Parameters

Parameter

Required

Description

actionItemNameInput

Yes, if datamartNameInput is not given

Unique name of the Agent action item. Not case-sensitive. Spaces are ignored.

datamartNameInput

Yes, if actionItemNameInput is not given

Technical name of the Datamart to read. Used only together with a customer.

customerIdInput

Yes, if datamartNameInput is given without actionItemNameInput

Customer ID. Not case-sensitive. Spaces are ignored. Optional with an action item: the tool then finds the customer from the action item.

customerNameInput

No

Full customer name, used when customerIdInput is not given. The name must match exactly, ignoring case and spaces.

maxRowsInput

No

Maximum number of transactions to return, up to 10.

Default: 10.

transactionFieldsInput

No

Names of extra Datamart fields to include in the result, in addition to the configured default fields.

ateFromInput

No

First day of the date range, in yyyy-MM-dd format, for example 2025-01-01. The tool returns transactions on or after this date.

dateToInput

No

Last day of the date range, in yyyy-MM-dd format, for example 2025-12-31. The tool returns transactions on or before this date.

Output

The tool returns a list of transactions for the customer, newest first by pricing date. Each transaction includes the default fields configured for Accelerate Agents and the fields from transactionFieldsInput, up to 20 fields in total. Money values are rounded to 2 decimal places and shown with the currency symbol.

Behavior and Limitations

  • The tool returns at most 10 transactions per call.

  • The tool filters transactions only by date range. To filter by time period, location, or values, use the Search Datamart - Customer Transactions tool.

  • The Datamart must have the same field names as the configured transaction Datamart. The tool takes the field names it returns and the customer ID field from the Accelerate Agents configuration, and does not check them against the Datamart it reads. If the field names differ, the query fails.

  • If the action item's Agent detected several customers, the tool uses the first one.

  • To get transactions for a customer without an action item, use the Search Datamart - Customer Transactions tool.

Errors

Situation

Error Message

Neither actionItemNameInput nor datamartNameInput is given

There is no Datamart name or Action Item name provided as input.

datamartNameInput is given without an action item, and no customer is found

There is no customer Id can be found.

No action item has the given name

ActionItem X not found.

No customer can be found from the action item or the input

There is no customer Id in action X.

Neither Sales Insights nor Customer Insights is configured

Neither SI nor CI mapping configuration was found.

The Datamart does not exist

Datamart X doesn't exist.

The Datamart has no pricing date field

Datamart configuration is missing pricingDate fields.

See Also