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Sales Quotes Endpoint

  • July 25, 2022
  • 2 replies
  • 212 views
D
Freshman I

Good afternoon,

Is there no way to get sales quotes from the api? I see the ability to get opportunities and sales orders, but I don’t see any endpoints for sales quotes.

Thanks!

Best answer by Vignesh Ponnusamy

@dwoblong, Default endpoint will not have all the screens mapped but you can extend the default endpoint and map the screen you need. In this case, you can extend the endpoint and map Sales Quotes screen.

Below are the steps and few screenshot of the options that would help you get started,

  • Extend the Default endpoint
  • Add an entity and map it to sales quotes screen
  • Populate the fields of the screen by select the object

 

Similar to the above you can create detail level entities and map the objects and fields.

Below are the documentation that has the details instructions,

I hope that helps.! Thanks,

    Vignesh Ponnusamy

    2 replies

    Vignesh Ponnusamy
    Acumatica Moderator
    Forum|alt.badge.img+5

    @dwoblong, Default endpoint will not have all the screens mapped but you can extend the default endpoint and map the screen you need. In this case, you can extend the endpoint and map Sales Quotes screen.

    Below are the steps and few screenshot of the options that would help you get started,

    • Extend the Default endpoint
    • Add an entity and map it to sales quotes screen
    • Populate the fields of the screen by select the object

     

    Similar to the above you can create detail level entities and map the objects and fields.

    Below are the documentation that has the details instructions,

    I hope that helps.! Thanks,

    #VP
    jinin
    Chris Hackett
    D
    D
    Freshman I
    • dwoblong
    • Author
    • Freshman I
    • July 25, 2022

    Really appreciate the details! 

    Thanks

    David

    Vignesh Ponnusamy
    Chris Hackett
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