Attach a specific Report to each line of a Sales Order

Check this discussion: 

The new REST API spec has been published in 2022 R2 Preview. I’ll see if this has been added to that API when I get a chance. Otherwise you may need to use SOAP API as discussed in linked discussion.

The other option would be to build a webhook and do it that way (full access to C# Acumatica Framework tools).

Hi @jwestermann17 -

I looked in 2022R2 Preview REST endpoints, and I still don’t see it. I still only see a file attachment endpoint for the parent SalesOrder object.

I’ve never tried this before..but let’s see what happens 🙄

@Debbie Baldwin @hkabiri @mvolshteyn @vkumar ​@Dana Moffat  

Can we please have a SalesOrderDetail file attachment option for the REST API? This has been talked about in various places for a while: Attach Files with Rest API - Acumatica Developers Blog . .

It is frequently the case that customers want files that are related to the items that they ordered, and it makes more sense to build workflows around the items themselves, rather than attaching files in bulk to the sales order header. You could do things like auto-attach files to the order based on the items in the order. So if you add an item, the new file is attached. If you delete an item, the file is removed.

I will also note that it would be helpful to do this at the SalesOrderDetailAllocation level as well, since often serialized or lot tracked inventory has documents tied to that serial number or lot.

Thanks,

Jonathan

    "/SalesOrder/{ids}/files/{filename}": {
      "put": {
        "tags": [
          "SalesOrder"
        ],
        "summary": "Attaches a file to a record.",
        "operationId": "SalesOrder_PutFile",
        "consumes": [],
        "produces": [
          "application/json",
          "text/json"
        ],
        "parameters": [
          {
            "name": "ids",
            "in": "path",
            "description": "The values of the key fields of the record.",
            "required": true,
            "type": "array",
            "items": {
              "type": "string"
            },
            "collectionFormat": "pipes"
          },
          {
            "name": "filename",
            "in": "path",
            "description": "The name of the file that you are going to attach with the extension.",
            "required": true,
            "type": "string"
          }
        ],
        "responses": {
          "204": {
            "description": "The file is successfully attached.",
            "headers": {
              "Location": {
                "description": "A URL that can be used to retrieve the file from the system.",
                "type": "string",
                "format": "uri"
              }
            }
          },
          "401": {
            "description": "The user is not logged in to the system.",
            "schema": {
              "$ref": "#/definitions/HttpError"
            }
          },
          "500": {
            "description": "Internal server error.",
            "schema": {
              "$ref": "#/definitions/HttpError"
            }
          }
        }
      }
    },

@jwestermann17 I was reading the release notes for 2022 R2 Preview 2, and there does appear to be some hope yet for your request. Apparently the API now has a general functionality to attach files to any top level entity via a common type of REST API call. I have pasted the relevant text below. I am going to try this myself, as I am also interested in this functionality. I’ll let you know what I find. It doesn’t seem to be documented yet in the swagger file for the REST api. I believe SalesOrderDetail (Sales Order Line) counts as a top level entity, so in theory tihs should work.

New Common Fields in REST Responses Now every REST response body with payload has additional fields as follows:

• For every returned record that corresponds to a top-level entity, there is a _links/top field in the response. The value of this field is part of the URL of a GET request for the retrieval of this top-level entity by its ID. The same URL can be used in a DELETE request for the deletion of this entity.

• For every returned record, there is a _links/files:put field in the response. The value of this field is part of the URL template that must be used in a request for attaching a file to this record. Following is an example of the new fields in a response that returns a Bill entity. "_links": { "self": "/SalesDemo/entity/Default/20.200.001/Bill/2b7001ab-7b00- ed11-9e53-9828a61840c3", "files:put": "/SalesDemo/entity/Default/20.200.001/files/PX.Objects.AP.APInvoiceEntry/ Document/2b7001ab-7b00-ed11-9e53-9828a61840c3/{filename}"