Contents
- Step 1: Create a custom generic inquiry in Acumatica
- Step 2: Extend the web service endpoint to the custom generic inquiry
- Step 3: Enter the object name in the Integration App settings
It is required to sync item inventory and summed up inventory against multiple warehouses from the last flow run time whenever there is an inventory update. The Acumatica native API doesn't get delta inventory across multiple warehouses for an item. To get the delta inventory, create a custom generic inquiry in Acumatica. The generic inquiry helps to compare data across multiple warehouses by getting the last modified date of inventory at each warehouse and comparing the recent one with the last flow run time.
Note: The custom generic inquiry is only applicable for the Acumatica inventory to Amazon inventory (add/update) flow.
Limitation: By default, Celigo provides a generic inquiry (CeligoInventoryInquiry) in the Acumatica account when you import the Customization Project. In this custom project, the Integration App supports filters for 10 warehouses. If you support more warehouses or want to add further conditions or customizations, you can create a custom generic inquiry in your Acumatica account.
Step 1: Create a custom generic inquiry in Acumatica
- Log in to the Acumatica account with the appropriate credentials.
- In the search bar, enter generic inquiry.
- From the search results, below the Profiles section, click Generic Inquiry.
- On the Generic Inquiry page, in the Inquiry Title field, enter a valid unique name.
- Check the Make Visible on the UI box.
- In the Select Top field, enter the value as 100.
- Click Save.
Tables tab
- Go to the Tables tab.
- In the Tables tab, click + to add the following tables an alias.
Table Name*
Alias*
PX.Objects.IN.CeligoINSiteStatusProjection
CeligoINSiteStatusProjection
PX.Objects.IN.INSiteStatus
INSiteStatus
PX.Objects.IN.InventoryItem
InventoryItem
- Click Save.
Relations tab
- Go to the Relations tab.
- Click + to add the following relations:
Parent Table
Join Type
Child Table
INSiteStatus
Left
InventoryItem
INSiteStatus
Left
CeligoINSiteStatusProjection
In the Data Field Links for Active Relation section, add the following:
As per the above table, click on the first row to add the following active relation:
Parent Field
Condition
Child Field
Brackets
Operator
INSiteStatus.InventoryID
Equals
InventoryItem.InventoryID
And
Click on the second row to add the following active relation:
Parent Field
Condition
Child Field
Brackets
Operator
INSiteStatus.InventoryID
Equals
CeligoINSiteStatusProjection.InventoryID
And
- Click Save.
Parameters tab
- Go to the Parameters tab.
- Click + to add the following parameters.
Name
Schema Field
Display Name
InventoryNbr
InventoryItem.InventoryID
Inventory no.
LastModifiedDateTime
CeligoINSiteStatusProjection.InventoryID
Last Modified Date Time
CeligoAccount
InventoryItem.UsrCeligoAccounts
Celigo Account
- Click Save.
Conditions tab
- Go to the Conditions tab.
- Click + to add the following conditions:
Brackets
Data Field
Condition
Value 1
Value 2
Brackets
Operator
(
InventoryItem.InventoryID
Is Greater Than
[InventoryNbr]
Or
[InventoryNbr]
Is Empty
)
And
(
CeligoINSiteStatusProjection.LastModifiedDateTime
Is Greater Than or Equal
[LastModifiedDateTime]
Or
[LastModifiedDateTime]
Is Empty
)
And
(
InventoryItem.UsrCeligoAccounts
Contains
[CeligoAccount]
Or
[CeligoAccount]
Is Empty
)
And
- Click Save.
Grouping tab
- Go to the Grouping tab.
- Click + to add a new entry.
- In the Data Field column, select INSiteStatus.inventoryID from the drop-down menu.
- Click Save.
Sort Order tab
- Go to the Sort Order tab
- Click + to add a new entry.
- In the Data Field column, select InventoryItem.InventoryID from the drop-down menu.
- In the Sort Order column, be sure the value is Ascending.
- Click Save.
Results Grid tab
- Go to the Results Grid tab
- Click + to add the following results grid.
Object
Date Field
Schema Field
Caption
Aggregate Function
INSiteStatus
InventoryID
Inventory ID
CeligoINSiteStatusProjection
LastModifiedDateTime
Last modified date time
MAX
INSiteStatus
QtyOnHand
Qty on hand
SUM
InventoryItem
UsrCeligoAccounts
Celigo account
InventoryItem
InventoryID
InventoryItem.InventoryID
Inventory no.
- Click Save.
Step 2: Extend the web service endpoint to the custom generic inquiry
- In the global search, enter the web service endpoint.
- From the search results, below the Preferences section, click Web Service Endpoints.
- On the Web Service Endpoints page, click CeligoAcumaticaIA.
Note: It is mandatory to select the web service endpoint as CeligoAcumaticaIA. - On the Web Service Endpoints page, click Insert.
- In the Object Name field, enter an object name.
- Click Search to select the screen name created in Step 1.
- After you select the appropriate search, the value in the Screen ID field is populated automatically.
- Click OK.
Step 3: Enter the object name in the integration app settings
- Log in to your integrator.io account
- Click Amazon - Acumatica Integration App tile.
- Go to Settings > Inventory section.
- Check the Use Acumatica custom inquiry endpoint box.
- In the Acumatica custom inquiry endpoint name field, it is mandatory to provide the object name entered in Step 2.
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