'Cash Account' cannot be empty - acumatica

Question

When trying to create a new Customer using the REST API, it throws the following exception when PUT at the endpoint https://my.site/entity/Default/17.200.001/Customer
PX.Data.PXException: Error: 'Cash Account' cannot be empty.
PX.Data.PXOuterException: Error: Inserting 'Customer Payment Method' record raised at least one error. Please review the errors.
at PX.Data.PXUIFieldAttribute.CommandPreparing(PXCache sender, PXCommandPreparingEventArgs e)
at PX.Data.PXCache.OnCommandPreparing(String name, Object row, Object value, PXDBOperation operation, Type table, FieldDescription& description)
at PX.Data.PXTableAttribute.PrepareParametersForInsert(PXCache sender, Object row, Type[] tables, ISqlDialect dialect, Boolean audit, List`1[] pars)
at PX.Data.PXTableAttribute.PersistInserted(PXCache sender, Object row)
at PX.Data.PXCache`1.PersistInserted(Object row)
at PX.Data.PXCache`1.Persist(PXDBOperation operation)
at PX.Data.PXGraph.Persist(Type cacheType, PXDBOperation operation)
at PX.Data.PXGraph.Persist()
at PX.Objects.CR.BusinessAccountGraphBase`3.Persist()
at PX.Objects.AR.CustomerMaint.Persist()
at PX.Data.PXSave`1.d__2.MoveNext()
at PX.Data.PXAction`1.d__31.MoveNext()
at PX.Data.PXAction`1.d__31.MoveNext()
at PX.Api.SyImportProcessor.SyStep.a(Object A_0, PXFilterRow[] A_1, PXFilterRow[] A_2)
at PX.Api.SyImportProcessor.ExportTableHelper.ExportTable()
The JSON I'm using to create the customer is:
{
"CustomerID": {
"value": "ABCD1234"
},
"CustomerName": {
"value": "TEST CUSTOMER"
},
"CustomerClass": {
"value": "01"
},
"StatementCycleId": {
"value": "01"
},
"ShippingAddressSameAsMain": {
"value": true
},
"CashAccount": {
"value": "BANAMEXMN"
},
"MainContact": {
"DisplayName": {
"value": "TEST CUSTOMER"
},
"Email": {
"value": "a#b.com"
},
"Address": {
"AddressLine1": {
"value": "Test test"
},
"AddressLine2": {
"value": "Test test"
},
"City": {
"value": "Monterrey"
},
"State": {
"value": "NL"
},
"PostalCode": {
"value": "00300"
},
"Country": {
"value": "MX"
}
}
}
}
I've looked at the Endpoints screen but I can't find the CashAccount attribute under the Customer definition. The only place where I've found it is under Customer Payment Method but that'd be for creating a new Method, not adding the method to the customer.

Answer 1

For REST Web Services:
You need to extend the endpoint to add the cash account field:
Then select the PaymentInstructions entity in the left pane tree view and click on Extend Entity then Populate:
This will open a popup from where you can add the cash account field:
Finally when you call web service, change the 'Default' endpoint name in URL with the one you chose for the extended endpoint:
Ex:
http://domain/virtual_directory/entity/DefaultPlus/
instead of:
http://domain/virtual_directory/entity/Default/
For Screen Web Services:
Use Help->Web Service->Service Description to locate the fields:
This will open the XML Web Service Description where you can see which field can be passed with JSON:
Notice that the field container is named BillingSettingsDefaultPaymentMethod which matches the name of the tab and group box where the CashAccount field is located:
The JSON pattern to pass the field in BillingSettingsDefaultPaymentMethod group is the same one you're already using for MainContact. Notice that it only populates MainContact, it doesn't create a new contact. Same applies for default payment method group, it won't create a new payment method, it will only populate the Billing Settings tab Default Payment Method group fields.
The CashAccount field in your request is on the top level entity (Customer/BAccount) instead of being in the BillingSettingsDefaultPaymentMethod group. I suspect it doesn't exists at that level so you should remove it. To confirm it doesn't exists, look a the JSON response, it should omit the invalid fields in the response. It does so silently without raising an error.