Summary:
This article details the minimum configuration required for a successful integration of Solver's robust connector to the Acumatica System. Solver's Acumatica connector allows users to create integrations, connect to any objects that the organization has made available to pull data from Acumatica into the Solver Cloud or Private Host solution via OData.
Note: The information discussed in this article is relevant to Solver Cloud and Private Host customers. Customers using the Solver 4x Product must reference information the 4x Acumatica Connector.
Article Sections:
More Information:
Solver Acumatica Connector utilizes TLS1.2.
Solver Cloud supports Acumatica 2016+.
At the end of this article is a checklist to help you mark off each requirement of Solver's Acumatica connector.
Configuring Solver access to Acumatica
The following is required in order to connect Solver to an organization's Acumatica data:
- A web service account must be created in Acumatica.
Note: BI360 does not include any licensing to Acumatica. - Endpoints must be created in Acumatica and are exposed via Odata.
Creating a Web Service Account
An organization should refer to Acumatica's user guide or their Acumatica consultant for instructions on creating a user. The web service user requires at least 'view only' permission to any module that Solver will connect to.
Creating an OData Endpoint
An organization should contact their Acumatica consultant for best practices to add OData endpoints. Some recommendations that Solver can provide are:
- Limit the number of columns made available in the OData endpoint to just the data the organization wants to bring in.
- OData has a limitation to the number of columns that it can receive. Designing an OData endpoint that only receives the necessary data is required.
- Use Acumatica's default hidden site map or create a new site map that is hidden and assign all OData endpoints to this menu.
- This is recommended as typically an Odata endpoint is a duplicate of another screen in Acumatica.
Account OData Endpoint
The following will guide the user through creating the Account OData endpoint for General Ledger data. The steps to create other dimensions that have been added to your General Ledger (e.g. Sub-account, Department, etc.) are identical to creating the Account endpoint, therefore it is not documented here.
- Log into Acumatica with an account with administrator permissions.
- Click on System > Customization.
- On the left-hand navigation pane, click on Generic Inquiry. The main grid will load with a drop down that displays all configured inquiries.
- Users can click the lookup icon in the Inquiry Title textbox to find a list of all generic inquiries. In this case, since no Solver-specific inquiry has been created, we will be creating one. To create a new inquiry, click the
icon. - In the Inquiry Title text box, begin typing the name of this inquiry. It is recommend to put "Solver" in front of any Solver related inquiry so they can be easily identified. In this case, we will name it "Solver Chart of Accounts".
- The Site Map Title is a user friendly name and can be called "Solver Chart of Accounts" as well.
- In the Site Map Location textbox, click on the lookup icon to choose where this information will be stored. As mentioned earlier, it is recommended to place it in the Hidden folder so as to not be seen in the Acumatica interface.
OData Inquiry Access
A list of available Acumatica inquiries with OData endpoints can be viewed by submitting an HTML formatted request as follows:
https://<application site domain>/OData/<company name>
Note: Company Name is only required if you have a multi-company deployment.
This HTML request is needed in order for Solver to connect to Acumatica.
Configuring a Generic Inquiry
An organization should refer to Acumatica's user guide or their Acumatica consultant for instructions on configuring a generic inquiry.
Note: viewing and creating generic inquiries requires administrative permissions in Acumatica.
The below checklist includes a list of items that need to be configured in Acumatica for a successful connection between Solver Cloud and Acumatica.
- Create a web service user.
- Configure the web service user with appropriate permissions.
- Create an OData endpoint.
- Create and configure a Generic Inquiry.
Troubleshooting
For instructions on how to troubleshoot Acumatica errors, please refer to this article.
Properties:
Private Host
Cloud