Creating a Quote with REST

Epicor ERP 10
21

I approve this message. I much prefer keeping my logic in a UBAQ, then calling that via REST.

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Like I said, much smarter people than I… Epicor’s CRM app is done this way too FWIW.

23

Thank you, you’ve helped me move along farther than I was. I used the ODATA method: server/api/v1/Erp.BO.QuoteSvc/Quotes

The one thing that’s giving me a problem is that I can make quote headers in one company with POSTMAN but not with another company. The error log keeps saying invalid customer or invalid territory, even though I change all the correct criteria and those do in fact live at those companies.

I’m wondering if it is something to do with the authentication. I’m using the manager account while testing…

Edit: Yes it was authentication in POSTMAN. I changed to a different account that was specific to the other company and I was able to create a quote header record in there too.

24

I have found that Multi-Company users with v1 version of REST tend to connect to the last company logged in. Single company users are fine. I have to pass company ID in on the URI with unpredictable results.

Also, you may have to make sure your workforce in the other companies allows you to access those territories or you have View All Territories checked.

25

I successfully used POSTMAN to create a QuoteHed record.

Here is the video tutorial (no sound) for anyone that was in my position: Create QuoteHed with POSTMAN (8.23 MB)

It’s actually not super difficult. I was able to get it done with the help from this forum so thank you to everyone that commented. :grinning: Maybe this will help some other newbie like me.

2 Likes
26

To switch companies you need to use the CallSettingsHeader

27

There are days I want to make a rest novel sequel. Then I have 15 meetings in a day and would like to see my wife :rofl:
I appreciate all the support you folks are giving to the new convert and welcome to the domain @smason
Maybe I’ll make a flavor for what’s shipping in vNext.
#SafeHarbor
200w

4 Likes
28

I thought so… did you end up seeing anything? @josecgomez it is the app server log file where the restapi trace is stored, right?