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How to pass 'Owner' field value into Bill

  • 30 August 2023
  • 16 replies
  • 159 views
I
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Hi,

I am trying to create Bill with ‘Owner’  field via such request

{

      "WorkgroupID": {

    "value": "AP Processors"

  },

  "PaymentMethod": {

    "value": "FEDW-IRE"

  },

  "Vendor": {

    "value": "ASIV1yuotu0137"

  },

  "Company": {

    "value": " Energy"

  },

  "OwnerContact": {

    "value": "Diane Lehr"

  },

  "PostPeriod": {

    "value": "08-2023"

  },

  "Branch": {

    "value": "6400"

  },

 

  "BranchID": {

    "value": "6400"

  },

  "Type": {

    "value": "Bill"

  },

  "Owner": {

    "value": 18897

  },

  "VendorRef": {

    "value": "1135244"

  },

  "AccrualAmount": {

    "value": "18,561.64"

  },

  "Date": {

    "value": "05/29/2022"

  }

}

I want to pass to Owner definite value

 but it’s type is int

How to get this value for specific Contact name and pass it correctly for new Bill entity?

icon

Best answer by darylbowman 31 August 2023, 16:31

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16 replies

J
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Userlevel 7
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Hi @Ivan ,

You should pass the ID for this owner field. Refer to the screenshot below. 
 

 

Jini N
RohitRattan88
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@Ivan 

Not sure whats the root cause but here’s how I was able to add owner information during Bill creation using API:

  1. Extend endpoint to include Financial > Owner fields:
    Extended Endpoint
  2. Make a PUT request utilizing newly available Financial tab:
    POSTMAN call
  3. Review the results in UI:
    Result

If you still getting the issues/error, I would suggest to create a Bill in UI with the same data to make sure it is not a setup/data issue.

Hopefully it helps 😊

darylbowman
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I want to pass to Owner definite value

 but it’s type is int

How to get this value for specific Contact name and pass it correctly for new Bill entity?

@jinin - I believe he already knows the issue, but he’s asking how to find the ID.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
RohitRattan88
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Userlevel 7
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I want to pass to Owner definite value

 but it’s type is int

How to get this value for specific Contact name and pass it correctly for new Bill entity?

@jinin - I believe he already knows the issue, but he’s asking how to find the ID.

@darylbowman , I see. @Ivan further investigation reveals that this information is coming from PX.Objects.CR.CREmployee DAC which you could access utilizing ODatav4 like:
 

 

I
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Userlevel 4
Badge +2

I want to pass to Owner definite value

 but it’s type is int

How to get this value for specific Contact name and pass it correctly for new Bill entity?

@jinin - I believe he already knows the issue, but he’s asking how to find the ID.

@darylbowman , I see. @Ivan further investigation reveals that this information is coming from PX.Objects.CR.CREmployee DAC which you could access utilizing ODatav4 like:
 

 

Hi @RohitRattan88 

Ho to make request to this entity : “PX.Objects.CR.CREmployee” ?

 

I
Rank
Userlevel 4
Badge +2

I want to pass to Owner definite value

 but it’s type is int

How to get this value for specific Contact name and pass it correctly for new Bill entity?

@jinin - I believe he already knows the issue, but he’s asking how to find the ID.

Hi @darylbowman 

Yes, exactly, the question is how to find the ID

darylbowman
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@Ivan - The image Rohit posted has the parameters needed. It’s filtering on AcctName, using ‘Maxwell Baker’ as an example.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
I
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@Ivan - The image Rohit posted has the parameters needed. It’s filtering on AcctName, using ‘Maxwell Baker’ as an example.

I did not understand how we make request to PX_Objects_CR_CREmployee entity

I never worked with odatav4

For getting bills such request will be successful 

How to do same for PX_Objects_CR_CREmployee as @RohitRattan88  showed ?

darylbowman
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Ah, I didn’t catch that the base URL he is using is different. I believe you should be able to use the web service endpoint to query the Employees table and filter by EmployeeName. From there, drill down to ContactInfo and ContactID should be the value you need.

 

 

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
RohitRattan88
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How to do same for PX_Objects_CR_CREmployee as @RohitRattan88  showed ?

@Ivan , I did not find this DAC mapped on any screen, hence suggested using ODatav4 for direct DAC query. Alternatively, you could create a GI for this DAC and use this GI for your API calls.

I
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Userlevel 4
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Ah, I didn’t catch that the base URL he is using is different. I believe you should be able to use the web service endpoint to query the Employees table and filter by EmployeeName. From there, drill down to ContactInfo and ContactID should be the value you need.

 

 

How to drill down to ContactInfo ? How to form request to that ?

 

darylbowman
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The REST api is not my strong suite. Perhaps @RohitRattan88 could assist?

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
I
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@darylbowman 

The problem is that ContactInfo does not contain ContactID,

I checked endpoint

Unfortunately this approach did not work

RohitRattan88
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@Ivan as mentioned before, if you ContactID field does not seem to be mapped hence not available.

If you wanna use Contract Based REST API to access contactID of an Employee, you could create a GI and map it to your endpoint and access via API from there.

Accessing Data in Generic Inquiries using Contract Based API’s | Acumatica Cloud ERP

Retrieve the List of Business Accounts

darylbowman
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@Ivan - Try this:

 

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
darylbowman
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@Ivan - did you get this figured out?

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman

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