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Default Branch on Project

  • 13 March 2024
  • 4 replies
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I am uploading a project via Postman to acumatica. The project is getting created, but the default branch is always coming up as empty. I am sending a valid default branch and it is a part of the webservice endpoint. There is no error message.

In the course of setting up the project, I am using a project template. This project template does not have a default branch set. 

Will the project template’s default branch override the one I am sending via POSTMAN?

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Best answer by abhijit 14 March 2024, 17:02

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4 replies

Hi @abhijit ,

 

Can you please send the request URL and the request body you are using to create the Project in Postman? Also, which version of the default endpoint are you using?

Also, the project template’s default branch does not override  the one you are send in your PUT request.

The sample customization with a “Project” Web service endpoint (version1) should be of help as well

Please try making the following API call on a instance with SalesDemo Data

RequestURL: {{instance}}/entity/Project/1/Project?$expand=ProjectProperties
Request BODY:

{
"Assets": {
"value": 0.000000
},
"Customer": {
"value": "BRASSKEY"
},
"Description": {
"value": "Fixed Price project for Brasskey Bar - milestone billing"
},
"Expenses": {
"value": 4400.000000
},
"ExternalRefNbr": {},
"Hold": {
"value": false
},
"Income": {
"value": 10000.000000
},
"LastModifiedDateTime": {
"value": "2024-03-13T17:56:55.627-04:00"
},
"Liabilities": {
"value": 0.000000
},
"ProjectProperties": {
"Branch": {
"value": "CAPITAL"
},
"CertifiedJob": {
"value": false
},
"ChangeOrderWorkflow": {
"value": false
},
"EndDate": {
"value": "2013-07-15T00:00:00-04:00"
},
"LastRevenueChangeNbr": {},
"ProjectManager": {},
"RestrictEmployees": {
"value": true
},
"RestrictEquipment": {
"value": true
},
"RevenueBudgetLevel": {
"value": "Task and Item"
},
"StartDate": {
"value": "2013-07-01T00:00:00-04:00"
},
"TrackProductionData": {
"value": false
},
"custom": {}
},
"ProjectTemplateID": {
"value": "FIXEDPRICE"
}
}

 

A new project will be created with the branch field set to “CAPITAL”. The response will be the same even if the FIXEDPRICE Project Template is set with a default branch.

Hope this helps!

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I don’t have a sales demo instance.
This is the JSON I am using to post. The project is getting created, but the branch of “23” is not getting set. I am using the endpoint version 22.200.001

 

I have extended the default end point. See screenshot.

 

 

{
"note": {
"value": "Posting from Postman"
},
"Customer": {
"value": "C000000001"
},
"Description": {
"value": "TEST POSTMAN PROJECT"
},
"ExternalRefNbr": {
"value": "4192"
},
"Hold": {
"value": true
},
"ProjectTemplateId": {
"value": "INTERNALSVC"
},
"Status": {
"value": "In Planning"
},
"ProjectBillingAndAllocationSettings": {
"Branch": {
"value": "23"
}
},
"Tasks": [
{
"rowNumber": 1,
"TaskID": {
"value": "Delivery-11185"
},
"Description": {
"value": "Delivery"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "11185"
},
"RamsesQuoteServiceId": {
"value": "11185"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Delivery-11185"
},
"Description": {
"value": "Delivery"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 2.0000
},
"UnitRate": {
"value": 0.0000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 2,
"TaskID": {
"value": "Delivery-11701"
},
"Description": {
"value": "Delivery"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "11701"
},
"RamsesQuoteServiceId": {
"value": "11701"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Delivery-11701"
},
"Description": {
"value": "Delivery"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 2.0000
},
"UnitRate": {
"value": 1323.2000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 3,
"TaskID": {
"value": "Setup-11186"
},
"Description": {
"value": "Setup"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "11186"
},
"RamsesQuoteServiceId": {
"value": "11186"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Setup-11186"
},
"Description": {
"value": "Setup"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 1.0000
},
"UnitRate": {
"value": 3675.2000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 4,
"TaskID": {
"value": "Setup-11184"
},
"Description": {
"value": "Setup"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "11184"
},
"RamsesQuoteServiceId": {
"value": "11184"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Setup-11184"
},
"Description": {
"value": "Setup"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 1.0000
},
"UnitRate": {
"value": 400.0000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 5,
"TaskID": {
"value": "Dismantle-17649"
},
"Description": {
"value": "Dismantle"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "17649"
},
"RamsesQuoteServiceId": {
"value": "17649"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Dismantle-17649"
},
"Description": {
"value": "Dismantle"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 1.0000
},
"UnitRate": {
"value": 3675.0000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 6,
"TaskID": {
"value": "Dismantle-16921"
},
"Description": {
"value": "Dismantle"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "16921"
},
"RamsesQuoteServiceId": {
"value": "16921"
},
"CostBudget": [
{
"ProjectTask": {
"value": "Dismantle-16921"
},
"Description": {
"value": "Dismantle"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 1.0000
},
"UnitRate": {
"value": 3680.0000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 7,
"TaskID": {
"value": "ReturnDelivery-16922"
},
"Description": {
"value": "Return Delivery"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "16922"
},
"RamsesQuoteServiceId": {
"value": "16922"
},
"CostBudget": [
{
"ProjectTask": {
"value": "ReturnDelivery-16922"
},
"Description": {
"value": "Return Delivery"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 2.0000
},
"UnitRate": {
"value": 1330.0000
},
"UOM": {
"value": "HOUR"
}
}
]
},
{
"rowNumber": 8,
"TaskID": {
"value": "ReturnDelivery-17650"
},
"Description": {
"value": "Return Delivery"
},
"Default": {
"value": false
},
"Status": {
"value": "In Planning"
},
"TaskCategory": {
"value": "Products & Services"
},
"ExternalRefNbr": {
"value": "17650"
},
"RamsesQuoteServiceId": {
"value": "17650"
},
"CostBudget": [
{
"ProjectTask": {
"value": "ReturnDelivery-17650"
},
"Description": {
"value": "Return Delivery"
},
"AccountGroup": {
"value": "INDIRECT"
},
"OriginalBudgetedQuantity": {
"value": 1.0000
},
"UnitRate": {
"value": 2646.0000
},
"UOM": {
"value": "HOUR"
}
}
]
}
]
}

 

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This is now resolved.

The Branch field was moved to the root of the webservice end point. That seems to have worked.

 

Userlevel 7
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Thank you for sharing your solution with the community @abhijit!

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