I'm building an import scenario so CSV's from an external system can be imported into Sales Orders.
The external system has a list of customers, with their own ids.
Acumatica also has a list of customers, and a custom field that stores the external systems customer id.
Is it possible to configure the import scenario to designate the customer by matching by this custom field?
i.e. Say on the Order Summary target object, rather than setting the Customer -> Customer ID, can I use Customer -> Ext. Customer ID
Related
I have only been using PowerApps for about a year now and I've received a request to create an application that compares tables based off of an existing Access database. The big concern is that the existing database has sensitive data in its inputs (specifically, credit card numbers). We do not currently have Dataverse, so I've been using SharePoint Lists for my tables, but my experience has been that we have to give full read/write access to each table to each app user, so simply not displaying the sensitive data is insufficient for security purposes. How can I protect the data but still allow access to the tables in the application?
Here is a scenario may help you have a reference:
User A can see an item in the list, but user B cannot see it in the list.
(1) The item has unique access to user A.
(2) The current view contains a filter, only showing file which is created by A.
(3) The file may in draft status and B is unable to see the draft.
In list settings -> versioning settings, when enable 'Require content approval for submitted items?', you could set specific user to see the draft items (items which is in pending status)
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
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:
Creating a new endpoint, it also contain information on how to add new entities in an endpoint : https://help-2019r1.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=709351cc-566a-47b3-b153-3a9fdd690ce0
Extending an endpoint : https://help-2019r1.acumatica.com/(W(13))/Wiki/ShowWiki.aspx?pageid=c450492e-06fe-4563-95c3-efa76975415b
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
I am trying to import All customers to the system but it keeps giving me this error
What does View name: Group mean?
I created a the Customer Access for All customers
Data Provider with Data object
and Import scenario
Is there any other way to import All the customers into the system so that I can implement Row-level security?
This is the import Scenario page
You should first set Group's ID and only then the Customers' IDs.
Here is working example:
Here is the Data Provider:
And finally the Import Scenario:
Also before importing records check that all the Customers in the importing data are already created in the system, otherwise you will get errors on Customers.
We are looking to implement Hybris and one important feature we are looking for is to hide pricing for non-registered customers. We do want to allow them browse the catalog but we don't want them to see any pricing information. Is this a standard feature on Hybris or do we need to have it custom coded?
If you would like to hide in only jsp(storefront) you can put price tag under security tag.
<sec:authorize ifAnyGranted="ROLE_CUSTOMERGROUP">
</sec:authorize>
I can think of one way to do this.
Log into HMC and click on the Price Settings - Prices - Customer Price Lists tree node. Create a Customer Price List.
Create new user group and map the registered users to belong this user group. In Customer Prices tab of the user group, Choose Customer Prices group for registered users you just created.
Go to Catalog-> Products and the Prices tab. Create two Price Rows, one for registered Customer Price List containing product price and the other for non-registered Customer Price List containing no product price. You don't need to create a Customer Product List for non-registered users. Just keep it blank.
Make sure you sync the catalog to reflect in online version.
If you log in with the registered user and go to product detail page you could see the price and for non-registered user, it will show no price.
PS: I have not done it myself, so I'm not 100% sure if it'll work. If it does, do let me know.
This is more of a general question on design approach rather than a specific programming challenge. We have a business need to schedule resources, but to reduce travel costs we need to be able to schedule resources for a customer's appointment that are geographically close. These appointments are typically in the customer's home and not at a designated site.
The process for doing the geolocation is to take the customer's location and chosen service activty, find all resources that have availability during that time frame and then rank them in order of proximity based on their previous appointment location.
That is all well and good, but the problem I have is where do I insert this logic? Would it be during the "Book" message on the Service Appointment entity through a plugin? How would this appear to the end user? Do I have to simiulate the Service Calendar functionality in a custom aspx page to accomplish this instead?
Is there a better way of doing this?
You can do this via JavaScript...
1) Create the service rep relationship to the service appointment entity. Add the service rep lookup to the service appointment entity.
2) Create a dummy text attribute and add to service appointment form
3) Fetch all of the records meeting the availability criteria you have and use either a 3rd party mapping service or based on the lng/lat distance to determine who is closest.
FetchXML - GeoCode Distance search by distance
4) Switch your dummy textbox to a select and add the options of the 10 closest service reps with their name and distance (ie. Paul Way - 1.2 miles)
5) When the new select box value is changed, populate the rep attribute on the form.
6) After testing, hide the rep attribute via javascript so that it will save the change but the user is forced to use the custom select box.