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Extend web service endpoint - Process Bank Transactions (CA306000)

  • April 9, 2025
  • 4 replies
  • 189 views
J
Freshman II

Hi,

I been trying to use the Process Bank Transactions (CA306000) screen via API to be used by 3rd party app, how can I make a correct call on the extended API endpoint for Process Bank Transactions? as I have tried, I cannot find any solution on how I can make it work.

 

Web Service Endpoint

 

 

Method: POST

JSON body: 

{

    "CashAccount": {

        "value": "CA2000"

    }

}

Error: 

"The record was not processed because of an error during processing of the previous record"

 

METHOD: GET

Param: $filter=CashAccount eq 'CA2000'

Error:

"Optimization cannot be performed.The following fields cause the error:\r\nCashAccount: View TranFilter has BQL delegate\r\n"

 

 

Best answer by Dmitrii Naumov

​@jessieparas Well, you can set it up to run auto-matching process automatically (on a schedule or triggered by a business event) without a third party tool. You can do it in Acumatica itself. 

 

As for the error, I think it may be due to the specifics of the screen then. 

    4 replies

    Dmitrii Naumov
    Acumatica Moderator
    Forum|alt.badge.img+7
    • Dmitrii Naumov
    • Acumatica Moderator
    • April 9, 2025

    To work with such form you should use Put request and specify $expand=Details and the CashAccount field in the body of the request.

     

     

    However, I’m not sure what specifically you’d like to do with this form. 

    Could you please clarify the business scenario you’d like to implement?

    Chris Hackett
    J
    Freshman II
    • jessieparas
    • Author
    • Freshman II
    • April 10, 2025

    To work with such form you should use Put request and specify $expand=Details and the CashAccount field in the body of the request.

     

     

    However, I’m not sure what specifically you’d like to do with this form. 

    Could you please clarify the business scenario you’d like to implement?

    Apologies for the confusion, as I indicated the method to be “POST” but it was a typo, I used PUT on the method, also including the $expand=Details gives the same error. 

     

     

    Exposing the Process Bank Transactions (CA306000) via API is for the 3rd party application to use it for automation, instead of a user logging in and using the UI.

     

     

    Dmitrii Naumov
    Acumatica Moderator
    Forum|alt.badge.img+7
    • Dmitrii Naumov
    • Acumatica Moderator
    • Answer
    • April 10, 2025

    ​@jessieparas Well, you can set it up to run auto-matching process automatically (on a schedule or triggered by a business event) without a third party tool. You can do it in Acumatica itself. 

     

    As for the error, I think it may be due to the specifics of the screen then. 

    Chris Hackett
    J
    J
    Freshman II
    • jessieparas
    • Author
    • Freshman II
    • April 11, 2025

    ​@Dmitrii Naumov Thank you for the response, I will try the approach that you suggests via schedule or business event.

    Chris Hackett
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