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PMS: Purchase Milestone

ReferenceEntity Reference16/04/2026Updated 16/04/2026
The PMS entity represents a payment milestone on a purchase contract, defining a scheduled payment with monthly spend distribution.

PMS: Purchase Milestone

The PMS entity represents a payment milestone on a purchase contract, defining a scheduled payment with monthly spend distribution.

Default definition. This article describes the default PMS definition shipped with DemandFlow. Administrators can add, remove, rename, or re-type fields, change which ones are required, and alter the layout from the Definitions screen in Settings. Your tenant's current schema may differ from what is shown here. To read the current definition at any time, GET the DEFINITION object whose id matches PMS.

Entity properties

PropertyValue
Entity codePMS
Display namePurchase Milestone
PluralPurchase Milestones
Level50000

Use cases

PMS is a child entity of PCON (Purchase Contract), linked via the SUB|PCON|PMS comboKey. Each milestone represents a discrete payment event within a contract, either triggered by a date or a deliverable. The value field captures the milestone amount, and the spendtype objectLookup (SPEND entity) classifies the expenditure for financial reporting. The monthlyForecast row type provides a 12-month grid for distributing the milestone value across accounting periods, with the totalProperty linking back to the value field to ensure the monthly breakdown sums correctly. The year field with futureYears: 5 allows spend planning up to five years ahead. The high level (50000) indicates this is a deeply nested entity not typically accessed from the main menu, instead being reached through the PCON record's milestones panel. The newform flag on date and value fields means these are requested when creating a new milestone inline.

Fields

General

FieldTypeRequiredNotes
nametextYesMilestone Name.
descriptiontext (multi-line)Description.
typeenumType. Valid ids: date (Date), deliverable (Deliverable).
datedateMilestone date.
valuenumberValue.
spendtypereference → SPENDYesSpend type.
yearsingleselectSpend year.

Additional panels

  • monthlyForecast panel.

Relationships

  • Lookups: spendtype points at SPEND record.

Creating a Purchase Milestone via the API

POST /v1/objects
Authorization: Bearer <your-pat>
Content-Type: application/json

{
  "entity":   "PMS",
  "level":    50000,
  "comboKey": "SUB:<your-sub-id>|ENT:",
  "name": "Example",
  "spendtype": "",
  "description": "Long description text.",
  "type": "date"
}

Listing PMS records

# All purchase milestones in your tenant
GET /v1/entities/PMS/SUB

See also

pmspurchase milestonepurchase milestonespurchasemilestone

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