Develop Integrations with Web Services | APIs

Good day,I have a situation populating an endpoint with custom fields.I created some custom fields, and in my local instance when I go to web service endpoint I extend the endpoint, extend entity of the sales order and when I Populate, I look for the section of Order summary and I find my fields, but in a SaaS instance they are not appearing, and I can’t add them to the endpoint.The first picture is in the local instance and the custom fields: RouteID, Route Nbr, Customer Nbr, appear and are options for me to add into the endpoint, but the second picture is when I try to populate the endpoint in SaaS and the fields do not appear.Everything is published correctly, and the picture of the sales order is in the SaaS itself.Does anyone have any explanations or suggestions? 

Some api frameworks have the ability to query and get a full list of the api endpoints. Does Acumatica have such a command?The reason I ask is because I’m having a little trouble with the endpoint references on the platform and some of the linked endpoints. For example, I want to expand the Purchase Order to get the Shipping Address, but I don’t know the endpoints in the tree aren’t working. See below. Thanks, 

Hi,I wanted to remove “Hold” from AP Bills through webservice API by calling following code and it is throwing an error “The Remove Hold button is disabled” but in actual the button is not disabled and I can remove hold manually on UI without any error. any one knows what is wrong with the code? static MyWebservice.Screen context = new Screen();context.AP301000Clear();                        var commands = new List<Command>                        {                            // Header Info                            new Key { Value = "='" + dr["ReferenceNbr"].ToString() + "'", FieldName =                                APBill.DocumentSummary.ReferenceNbr.FieldName, ObjectName =                                APBill.DocumentSummary.ReferenceNbr.ObjectName }                                     };                        commands.Add(APBill.Actions.ReleaseFromHold); var poResults = context.AP301000Submit(commands.ToArray());  System.Web.Services.Protocols.SoapException: Server was un

Hello Community,I'm looking to set up a cloud instance of Acumatica ERP for my organization, but I'm relatively new to the process. I would appreciate some guidance on the steps involved in creating a cloud-based Acumatica ERP instance. Specifically, I'm interested in knowing:1. Which cloud providers are commonly used for hosting Acumatica ERP?2. What are the initial setup and configuration steps?3. Are there any best practices or considerations I should keep in mind?4. How can I ensure security and data integrity in the cloud deployment?5. Are there any specific resources or tutorials you recommend for this process?Your insights and experiences would be invaluable in helping me get started. Thank you in advance for your assistance! 

I have been prototyping the Workwave integration with Acumatica. In the carrier settings for Workwave, there is an option for “Route Type”. Workwave has the option for routes to be Pickup routes, Delivery routes, or both Pickup and Delivery.The problem is that when a Shipment is created in Acumatica, using the “Create Workwave Order” button in the shipments tab, it automatically creates both a pickup and delivery order in Workwave. And there doesn’t appear to be any way to stop this from the Acumatica side.Does anyone know how to fix this, so that a shipment from Acumatica only schedules a delivery in Workwave, and not a pickup as well? This problem creates a lot of noise in the Workwave application that then has to be dealt with manually (deleting all the unnecessary pickup orders). This pickup and dropoff setting isn’t really the key issue. It appears that under the hood, both the pickup and dropoff order steps in Workwave are being populated via the API, even though in most cases we

Expected Behavior:I expected to see the "Integration" tab in the Acumatica menu as it should be a standard feature of the ERP system.Actual Behavior:The "Integration" tab is missing or not visible in the menu.Screenshots or Error Messages:Unfortunately, there are no error messages displayed. However, I have attached a screenshot of the Acumatica dashboard where the "Integration" tab should be located. Additionally, I have provided a screenshot of my user interface to illustrate that the tab is not present. Troubleshooting Steps Taken: I have cleared browser cache and cookies. I have tried accessing Acumatica from a different browser (Firefox) to rule out browser-specific issues, but the problem persists. I reviewed the Acumatica documentation to see if there were any additional steps required to enable the "Integration" tab, but I couldn't find any relevant information. Request for Help: I would greatly appreciate any assistance or guidance on resolving this issue. If there are any

Hello.I’m trying to update a Customer through a PUT request to the REST API, using v2022 R2. At some point of my body request I have the following code to update the ShippingBranch:{ ... "RestrictVisibilityTo": { "value": "GROUPE" }, "ShippingBranch": { "value": "OUTREMER" }, ...}This request is returning the exception "innerException": { "message": "An error has occurred.", "exceptionMessage": "Do you want to keep the value in the Shipping Branch box?", "exceptionType": "PX.Data.PXException", "stackTrace": null }Am I missing any property in my request to confirm that I really want to update or override the Shipping Branch?What am I doing wrong?Thanks.

Hi There,I’m a newbie - trying to setup a dev instance.I have downloaded and installed a trial instance of Acumatica on a VM - it is unlicenced so comes with the limitations that go with that. I have test data deployed as well.I can communicate with the instance on the VM from my Dev Machine - for example open the web interface and use Acumatica’s built in screens. All that works fine.I’m currently using http rather than https.I am now looking to integrate via the OData APIs with my application. And the first step of that is to communicate via Postman with it.If I use the entity API (ie: URLs like this one http://192.168.1.149/AcumaticaDemoDB/entity/Default/22.200.001/Customer) - it works fine (once I’ve done the login request of course) and I can pull data.However - I am getting nowhere with the OData API. A request like this one for example http://AcumaticaVM/AcumaticaDemoDB/OData4/$metadatagets a 401 Unauthorized response.I’m using BasicAuth in the header cookies using the same user

I have an integration that has been working fine since our launch. We are new to the system, 3 weeks in. I have started getting an error on GET calls to /SalesInvoice/Invoice/[invoice id] on some invoice ids. More than one entity satisfies the conditionThis happens on a very small percentage of our invoices. And of course in the UI there is only one  invoice with the IDAny suggestions on how to handle this? Or, the cause?

Good day. We have an app that integrates with the Accumatica Rest API. We want to build a self-checkout feature where customers can scan a product barcode to retrieve stock/inventory item.We have found the following information: https://oihupgradetest.myerp.co.za/AcumaticaOIHUpgrade/(W(119))/Help?CompanyID=Sales+POS+Demo&ScreenId=ShowWiki&pageid=6f3ca599-cdd2-42c5-bd13-f5fe99560d39 Can we kindly request confirmation on if the above feature is possible? Any guidance would be appreciated.  

Hi,I’m using the endpoint of Acumatica to create a SO but, when I use this  code the order quantity is set to 0. I need to put this field disable because another field is filling it.  protected virtual void _(Events.RowSelected<SOLine> e) { PXUIFieldAttribute.SetEnabled<SOLine.orderQty>(e.Cache, e.Row, false); }Thank,EV

Hi. How Can I add NoteID and ScheduleID in Invoice api? 

Hi Team,Can someone help me out to configure the 3rd party REST API to Acumatica and display it’s data on the custom screen? 

Is there any way to add or remove a file link via the API? I’m referring this action on the attachments link:Our use case is that we need to link the same floorplan image for a custom order product to both the Sales Order and the Production Order.

We have customized the SalesOrder endpoint.  We’ve noticed that for some orders, it takes a “long time” for the json to be returned. In this one case, an order is taking 10 seconds to be returned.I’ve determined that it has something to do with combinations of the detail elements that we want expanded.Elements included in expand Seconds for data to be returned Details 1.1s Details, CustomDac1 1.27 s Details, CustomDac1, ShipToAddress, Payments 4.18 s Details, CustomDac1, ShipToAddress, Payments, CustomDac2 11.32 s Details, CustomDac2 2 s Details,CustomDac2, ShipToAddress 1.67 s Details,CustomDac2,ShipToAddress,Payments 1.97 s Details,CustomDac2,ShipToAddress,Payments,CustomDac1 10.49 s Details,CustomDac2,CustomDac1 9.11 s  So, CustomDac1 with Details = 1.27 s.  CustomDac2 with Details = 2 s. Details, CustomDac1 and CustomDac2 is 9.11 s.When I expand CustomDac1 and CustomDac2 together, something happens and the query times increase substantially.  But when

Hello everyone, I’ve been wondering whether there is a way to retrieve documents through the API. Apparently there is no obvious way within the Default endpoint.For context: I am trying to listen to document creations to send a Push Notification to our service so I can download the document created.Thanks in advance!

I’m having issue creating Endpoint for Recurring TransactionsEndpoint: Fields: Postman Response: 

Hi Team,  I am trying to push an SO. But getting this error while performing PUT on  https://<TEMP1>/<TEMP2>/entity/Default/22.200.001/SalesOrder Inserting  'Sales Order Line' record raised at least one error. Please review the errors.; UsrIndicatingUOM: ^Indicative UOM cannot be blank.; UsrIndicativeQty: ^Order Qty cannot be Zero. My Request Body:{ "OrderNbr": { "value": "<NEW>" }, "OrderType": { "value": "SO" }, "CustomerID": { "value": "T06708" }, "note": "", "CustomerOrder": { "value": "STG21002" }, "Details": [ { "note": "", "InventoryID": { "value": "0800000" }, "OrderQty": { "value": "1.0000" }, "MasterQty": { "value": "1.0000" }, "ManualPrice": { "value": true }, "UnitPrice": { "value": 125 },

The response code is ok but I’m getting html returned in the response which contains the text: We're sorry! An error has occurred while processing your request. A report has been generated for our technical staff to investigate the problem. Please try to repeat your request later. Thank you for understanding. If I wait a few minutes and try again it works. In the System Monitor → System Events screen I can see that there are `Sign-In limit exceeded` events, however I can successfully create new login sessions so I don’t think that is the problem. 

We are going to implement an external system for crew and equipment scheduling for road construction/repair jobs.  Project Quotes will be created in Acumatica and converted to Projects.  At this point project info will be sent to this external system via an API/web service - that is all fine.  The challenge is that they also need any file (.pdf, .jpg, .xlsx, etc.) that was attached/linked to the Project in Acumatica to also be sent to this external system where it will be linked to the project there.  Is this possible?  Has anyone ever done anything like that before?  Another requirement from the receiving  system is that the files be converted to Base64 for use with their web service.I’m just curious to hear if anyone has done anything similar and to see what is even possible. 

UPDATE: March 3, 2023Thank you to our partners and customers who signed up to try our Teams integration customization and provide feedback! As announced during the Summit 2023 Keynote session, Microsoft Teams integration will be available as part of the core product starting 2023 R1 as part of our new Experimental Features. We have made a lot of great improvements both in the integration as well as its usability. Yet we are just beginning.We will be ending the Managed Availability Program for Teams integration for any new requests. This means that if you were a partner or customer as part of the program, you can continue using the integration as a customization that was provided. However, support, ongoing maintenance, and support for future versions will no longer be available from April 4, 2023. We will continue to monitor this community site as well as our interaction with customers and partners to collect ideas and feedback to help improve our Microsoft Teams Integration (core).Sinc

Is there a way to pull the AR and AP Aging reports through the rest API? Specifically these are the reports I’m referring to:  

HelloI’m trying to use a webservice endpoint with StorageDetailsInquiry and StorageDetailsLocationInquiry to get all the inventory from a specific warehouse, but it seems that those endpoints only give me the first row of data from each InventoryID if there are multiple lots worth of data.I’ve attached screenshots of the inventory rows that I need and my postman response when I try to get those rows.The endpoint we are using is /StorageDetailsInquiry?$expand=StorageDetailsHas anyone else had issues with this? Thanks

I have a sync going where I am trying to do “delta” loads of different types of data from Acumatica. I am extracting certain entities for use in an external customer facing eCommerce website. What is the best method I should use to make sure I am getting the latest data. For instance, If I run a sync every hour, how to I go about ensuring I get the latest records (ie: SalesOrder, Invoices, StockItems, etc.)I have GI’s created for them all which work well. My approach right now is to use the “LastModifiedOn” date and load records based on that. I then page through those result sets (if needed).  Sometimes we need to do a full resync or “hydration” of a new entity….so I sync in nested batches.Psudeo code isLastModifiedOn ge 09/14/2023 and LastModifiedOn le 09/15/2023 $top=100, $skip=100 (page 2) Inside of that, I will page if needed.I am not confident I am doing this the best and most efficient way. I wanted to ping the broader community to see if there may be a better approachThank you

Hi,I’m able to use the API to retrieve data from a GI exposed via an extended web service endpoint.I’ve been following the steps from multiple sources, being this the most complete:When I try to pass the filter in the body, I get the same results as if I pass a blank body: {} returning all the data unfiltered.I realized that I don’t have the “filter” option (used in the post above) when I click on Populate, at the top entity level:I am using Acumatica 2023 R1.Did this process change in this version of Acumatica?Am I missing something to configure through the GI instead?Any help will be much appreciated.Thanks!J Chavez