Acumatica – Gotchas

Service ID: acumatica

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16 gotchas across 13 resources

These are connector-specific behaviors and limitations to be aware of when integrating.

addbillCreditNotesAdd

The document currency follows the supplier's configured currency: a currency that differs from the supplier's is accepted but coerced to the supplier's currency. Line amounts are unit_price × quantity. When a line provides only total_amount and no unit_price, the unit price is derived as total_amount / quantity (quantity defaults to 1), so the line total is preserved. total_tax is computed by Acumatica from the document's tax details and cannot be set on create; sub_total, currency_rate, tax_inclusive, line_items[].discount_amount and tracking_categories are accepted but not persisted. The ledger account is selected by line_items[].ledger_account.id; ledger_account.name is read-only.

updatebillCreditNotesUpdate

Updating line_items adds to the existing lines rather than replacing them. To change an existing line, send it with its id; a line sent without an id is appended as a new line, and any line omitted from the update is retained. Sending a shorter line_items array does not remove the missing lines.

allbillPaymentsAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Bills1 gotcha

allbillsAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Credit Notes1 gotcha

allcreditNotesAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Customers1 gotcha

allcustomersAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Invoice Items2 gotchas

allinvoiceItemsAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

addinvoiceItemsAdd

For sales_details.tax_rate.id, you must provide the Tax Category ID from the Acumatica not from our tax rates resource.

Invoices1 gotcha

addinvoicesAdd

When filling line items, you can either link an existing item by providing the item code or create a new item by filling in the item details. Using both options at the same time is not supported.

addjournalEntriesAdd

Acumatica requires a separate Release action to transition a journal entry from Balanced to Posted. When status: "posted" is sent, Unify automatically calls the ReleaseJournalTransaction action after creating or updating the entry. Only status: "posted" is supported for state transitions. Other values (draft, voided, etc.) are not supported — the entry will be created or updated but will remain in Balanced state. Updating a posted journal entry returns an error — only memo can be updated on a posted entry. To correct a posted entry, use Reverse or Reclassify in Acumatica. If the release step fails after a successful create or update, the entry will exist in Acumatica in Balanced state and the API will return an error. The entry is not rolled back.

updatejournalEntriesUpdate

Acumatica requires a separate Release action to transition a journal entry from Balanced to Posted. When status: "posted" is sent, Unify automatically calls the ReleaseJournalTransaction action after updating the entry. Only status: "posted" is supported for state transitions. Other values (draft, voided, etc.) are not supported — the entry will be updated but will remain in Balanced state. Updating a posted journal entry returns an error — only memo can be updated on a posted entry. To correct a posted entry, use Reverse or Reclassify in Acumatica. If the release step fails after a successful update, the entry will exist in Acumatica in Balanced state and the API will return an error. The update is not rolled back.

allledgerAccountsAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Payments1 gotcha

allpaymentsAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

allpurchaseOrdersAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Suppliers1 gotcha

allsuppliersAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.

Tax Rates1 gotcha

alltaxRatesAll

The Apideck service type is used for Acumatica non-stock items, and inventory is used for stock items.