Hi @ddunn Since you are doing the lookup by the key fields, you could also try either of the following: ARInvoice invoice = ARInvoice.PK.Find(this, receiptRow.ApplyToDocType, receiptRow.InvNbr);ARRegister register = ARRegister.PK.Find(this, receiptRow.ApplyToDocType, receiptRow.InvNbr); The current versions of Acumatica generally have a PK.Find option for most DACs. I also find this approach to be much easier to follow when trying to retrace my code later (plus, it’s a lot less verbose than writing a BQL/FBQL query that requires a two line where clause).
Hi @ekermani While I have not used Power Automate, I’m happy to share a workflow process we have had success with using Zappier. First, we set the Acumatica side Connected Applications OAuth 2.0 Flow to ‘Resource Owner Password Credentials’ and generate a Shared Secret. Next, call the ‘Token URL’ you mentioned in your post, passing the following in the request body in an x-www-form-urlencoded format:grant_type: ‘password’ client_id: <The Client ID of your Connected Applications entry in Acumatica> client_secret: <The Shared Secret> username: <An Acumatica Username> password: <The password for the above Acumatica username> scope: ‘api’ If the setup is good, you will get a response that looks like this: Now that you have the access_token, you can use it to send your follow up requests to Acumatica. You can do this by adding the following to your request headers:Authorization: Bearer <your access token> More information can be found here under the ‘Autho
Hi @Amruta This can be accomplished using an Import Scenario. If your Import Scenario tries to process a record with a key field that already exists in Acumatica, Acumatica will update the existing record for that key field rather than create a new one. For example, if an Excel file is generated that lists all the Business Accounts you want to update, you can create an Import Scenario that sets the Owner field for all the records in the Excel file. Since the Owner field on the Business Accounts screen is a lookup field, I am using the Owner’s email address to assign the Owner in this screenshot. Filtering can be handled by either filtering what is in the Excel file ahead of time, or by setting Source Restrictions on the Import Scenario screen to have Acumatica filter the Excel file: In general, this approach can be used to update any type of data that has a screen which exposes the field you want to update.
Hi @RomanE Assuming you are calling the Default WS Endpoint, try the following: Customer?%24top=100&%24skip=0&%24expand=MainContact/Address This will instruct Acumatica to include the address associated with the MainContact referenced in the expand section of the URL.
Hi @TharidhiP This can be accomplished using Acumatica’s Snapshot functionality. The idea is to take a snapshot of the tenant you are importing the data into right before running your data import. That way, if you are unsatisfied with the results of the data import, you can restore the snapshot to effectively roll back your tenant to when the snapshot was taken.If you have various imports that need to be run in addition to the suppliers (ie, chart of accounts, stock/non-stock items, customers etc) you can take a snapshot at each point right before importing each type of data and effectively have a series of checkpoints for the various stages of your data migration. Overview of snapshots:https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=1c08a5ce-c9c0-4b36-904e-b2cbae9473ea Also, make sure to lock out the site before taking your snapshots to avoid data corruption:https://help-2021r1.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=20186ba0-1542-41fb-b8b6
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