Customer creation

Centara has the ability to create a customer in Acumatica. This is done by setting up a data flow pipeline that has an endpoint that creates the customer first in Acumatica which then passes on a generated customer ID which is used to create the customer in Centara Server.

Server configuration

Plugin

A prerequisite to this is to have the Acumatica server-plugin enabled. The plugin registers the CreateAcumaticaCustomerMacro which is used in the pipeline below.

Pipeline

A data process needs to be set up and a suitable ID for the endpoint must be set (i.e. 'acumatica-customer'):

The best way is to import this snippet using the connection Centara Server has to Snippet Manager.

Workstation configuration

Path to data process pipeline

Since the workstation is to contact the dataflow endpoint, a workstation configuration (Customer creation URL) must be set for the location of that endpoint in the form of:

[Centara server URL]/api/data/endpoint/acumatica-customer

Enable "New" button on customer search form

By default the "New" button used to create a customer is not visible on the customer search dialog. To enable the button do the following:

1. Enter Centara Server

2. Navigate to Setup -> Pos Layout

3. Click the layout containing the customer search layout component (given that it already exists)

4. Click the search layout component to view it's properties

5. Add the property customercreate to the layout

Other known configuration

Customer Numbering Sequence

Numbering must be set to Automatic (manual unchecked), to ensure that customer IDs are generated by Acumatica.

Template Centara customer in Acumatica

There must be one designated customer created in Acumatica which will be used as a template for all customers that Centara creates. Customers created in Centara will derive properties from this template customer.

Once that customer has been created ensure the value of the following properties

• The Send Dunning Letter Be Email check is must be unchecked.

• Set Country as USA.