venkat
venkat

Reputation: 39

Acumatica REST API - need info on API to show Account Inquiry / Customer Open Balances

Want to know the Acumatica REST API to be used to get Account Inquiry / Customer Open Balances. If no such web services then how to extend end point using which modules of acumatica erp

Upvotes: 0

Views: 708

Answers (1)

samol518
samol518

Reputation: 1404

Not sure exactly what information yo are looking for but maybe the following screens could contain it :

  • Account Summary (GL401000)
  • Account Detail (GL404000)
  • Customer Summary (AR401000)
  • Customer Detail (AR402000)

Though only one of these screen is already mapped in the Default endpoint of version 18.200.001 (Account Summary -> AccountSummaryInquiry)

If you need information from the other screen, you will need to either create a custom endpoint or extend the default one (I recommend extending).

Here is information on how to do both:

I recommend that you take a look at the way the AccountSummaryInquiry entity is defined and follow the same way to create the other screens if this is what you do. I mean by that that you put the parameter of the inquiry in the top level entity and the fields of the grid in a detail type sub entity.

And in order to retrieve the information properly I recommend that you use a PUT request instead of a GET as this is the proper way to do so as mentioned in the following article: https://help-2019r1.acumatica.com/(W(12))/Help?ScreenId=ShowWiki&pageid=6340cff3-4732-4231-9e42-5d1e5e65b5dd

Upvotes: 0

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