# POS Aged Credit Sample
Read Time: 26 minute(s)
# Table of Contents
- Enabling Point of Sale Payment Validation
- Invoices Lookup
- Displaying a Formsdef form from Validation Response
- Lookup display tabs in POS
- Display Pending Approval Link in Accounting
# Enabling Point of Sale Payment Validation
The CASH file FDICT response needs to include a new section validate_bp_items. This section is an array of items, it must contain an item with validate_ver of 2.
# Sample
JSON Example
{
"total_records_found": "1",
"BlockSize": "50",
"fdict_items": [
{
"file_name": "CASH",
"allow_history": "Y",
"field_no_items": [
{
"field_no": "0",
"conv": "MCU",
"dict_name": "CASH.ID",
"desc_items": [
{
"desc": "Cash.Id"
}
],
"just": "R",
"len": "6",
"reference_file": "CASH"
},
{
"field_no": "1",
"conv": "MCU",
"dict_name": "CUST",
"desc_items": [
{
"desc": "Cust"
}
],
"just": "L",
"index": "Y",
"len": "10",
"reference_file": "CUST"
},
{
"field_no": "2",
"conv": "D2-",
"dict_name": "POST.DATE",
"desc_items": [
{
"desc": "Post"
},
{
"desc": "Date"
}
],
"just": "R",
"len": "8"
},
{
"field_no": "3",
"dict_name": "CHECK",
"desc_items": [
{
"desc": "Check"
},
{
"desc": "Number"
}
],
"just": "R",
"index": "Y",
"len": "15"
},
{
"field_no": "4",
"conv": "MD2",
"dict_name": "CHECK.AMOUNT",
"desc_items": [
{
"desc": "Check.Amount"
}
],
"just": "R",
"len": "13"
},
{
"field_no": "5",
"dict_name": "NOTES",
"desc_items": [
{
"desc": "Notes"
}
],
"just": "T",
"len": "25"
},
{
"field_no": "6",
"conv": "D2-",
"dict_name": "STAMP.DATE",
"desc_items": [
{
"desc": "Stamp"
},
{
"desc": "Date"
}
],
"just": "R",
"ignore_change": "Y",
"len": "8"
},
{
"field_no": "7",
"dict_name": "STAMP.ID",
"desc_items": [
{
"desc": "Stamp"
},
{
"desc": "Id"
}
],
"just": "L",
"ignore_change": "Y",
"len": "15"
},
{
"field_no": "8",
"conv": "MCU",
"dict_name": "CASH.ACCOUNT",
"desc_items": [
{
"desc": "Cash"
},
{
"desc": "Account"
}
],
"just": "R",
"ignore_change": "N",
"len": "12",
"reference_file": "GLCHART"
}
],
"correl_field_no_items": [
{
"correl_field_no": "1",
"correl_desc": "Name",
"correl_dict_id": "CUST.NAME",
"correlative": "TCUST;X;;1",
"correl_just": "L",
"correl_len": "30",
"correl_rw_ok": "Y"
},
{
"correl_field_no": "0",
"correl_desc": "Inv.Amount",
"correl_conv": "MD2",
"correl_dict_id": "INV.AMT",
"correlative": "F12üTAR;X;;6",
"correl_just": "R",
"correl_len": "12",
"correl_rw_ok": "Y"
}
],
"file_title": "Cash Payment File",
"lookup_name_items": [],
"file_view_name_items": [],
"validate_bp_items": [
{
"validate_bp": "P$VALIDATECASH",
"validate_ver": "1",
"validate_type": "1"
},
{
"validate_bp": "P$VALIDATECASH.V2",
"validate_ver": "2",
"validate_type": "2"
}
]
}
]
}
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# Invoices Lookup
Lookups provide a means of displaying host-controlled data tables in Web, allowing the ERP backend to determine what columns are displayed, what file to search, and what query to run. The API Gateway does not create a select statement.
A lookup request is sent to the /Lookup endpoint on the host.
To enable the use of a lookup data table to display in the Invoices section of POS, provide a new property on MRK control responses pos_customer_invoices_lookup
# Sample MRK response
Sample Json
[
{
"control_id": "MRK1",
"cg_location": "CG",
"auto_set_ship_date": "N",
"assign_invoice_(how)": "S",
"allocate_shipments": "Y",
"accounting_orders_lookup": "SO*ON.HOLD",
"accounting_orders_lookup_desc": "Orders on hold",
"alloc_multiple_locations": "Y",
"accounting_release_items": [
{
"accounting_release": "RON"
},
{
"accounting_release": "VERN"
},
{
"accounting_release": "CATHIEM"
},
{
"accounting_release": "BONNIE"
},
{
"accounting_release": "CHRISTIANO"
}
],
"allocation_sequence": "1",
"allow_po_creation": "Y",
"allow_customer_creation": "Y",
"allow_mixed_mode": "Y",
"apply_cm_to_open_order": "Y",
"assign_invoice_(when)": "S",
"assign_invoice_(with)": "L",
"auto_generate_ship": "N",
"auto_create_wo": "P",
"auto_create_sub-assembly_wo": "Y",
"auto_load_ship_qty": "Y",
"auto_process_rma_terms_document": "CUST",
"backorder_so": "ENTRY",
"breakout_tax": "N",
"cart_field_validation": "Y",
"commit_range": "999",
"fg_location": "FG",
"explode_phantoms": "Y",
"display_atp": "0",
"default_taxable_flag": "N",
"default_cust_terms": "AR",
"default_apply_overage_to_account": "N",
"customer_inquiry_lookup": "CUST*POS.CUST2",
"customer_inquiry_recently_viewed_lookup": "Y",
"default_image": "https://prodroverstorage.blob.core.windows.net/rover/icon-120x120-1.png",
"disable_downloading_statements": "N",
"disable_emailing_statements": "N",
"disable_updating_part_description": "N",
"display_inv": "0",
"display_credit_memos": "N",
"fet_account:": "000-0736F",
"fob_dest": "Irvine",
"filter_inactive_customers": "N",
"freight_acct#": "000-0930",
"misc_acct#": "TARIFF",
"log_serials": "Y",
"load_customer_notes": "Y",
"hide_pos_notes": "N",
"hide_load_customer_button": "N",
"hide_drafted_orders": "N",
"gppct_and_cost": "Y",
"gppct_cost_type": "Avg",
"hide_parts_tab": "N",
"hide_order_buttons": "Y",
"hide_po_no": "N",
"hide_use_new_address": "N",
"hold_code_items": [
{
"hold_code": "C",
"hold_code_description": "Credit"
},
{
"hold_code": "E",
"hold_code_description": "Engineering HOLD LONG DES"
},
{
"hold_code": "W",
"hold_code_description": "Web Hold"
}
],
"manually_load_orders": "N",
"manually_load_invoices": "N",
"sales_acct#": "000-1000",
"required_date_offset": "1",
"pos_price_strategy": "P",
"order_information_precedes_create_order": "N",
"order_header_shipto_display": "Top",
"pos_allow_partial_shipments": "Y",
"pos_allow_non_stock_parts": "Y",
"pos_allow_cash_deposit": "Y",
"part_cart_update_mode": "Y",
"pos_allow_coupons": "Y",
"pos_allow_payout": "Y",
"pos_allow_shipto_override": "N",
"pos_allow_refund": "Y",
"pos_maintain_cart_sort": "Y",
"pos_force_same_part_qty_increment": "N",
"pos_clear_category_on_search": "Y",
"pos_cc_pin_pad": "T",
"pos_auto_validate": "Y",
"pos_customer_orders_lookup": "SO*POS.CUST.OPEN",
"pos_cust_soquote_lookup": "SOQUOTE*POS.CUST.LOOKUP",
"pos_collapse_part_option_groups": "Y",
"pos_customer_invoices_lookup": "AR*POS.CUSTOMER",
"pos_disable_check_payout": "Y",
"pos_extra_info_items": [
{
"pos_extra_info": "15"
},
{
"pos_extra_info": "7"
},
{
"pos_extra_info": "10"
},
{
"pos_extra_info": "9"
}
],
"pos_host_receipt_print": "Y",
"pos_hide_invoices_ar_kpi": "N",
"pos_lazy_load_shiptos": "N",
"pos_inv_lookups_items": [
{
"pos_inv_lookups": "SO*PART.ALL",
"inv_lookup_desc": "SO PART"
},
{
"pos_inv_lookups": "FORECAST*ALL",
"inv_lookup_desc": "Forecast Listing"
},
{
"pos_inv_lookups": "PO*PARTS.OPEN",
"inv_lookup_desc": "Lookup Open POs for a Part Number"
},
{
"pos_inv_lookups": "RMA*PARTS.OPEN",
"inv_lookup_desc": "Open Items for a Part Number Lookup"
},
{
"pos_inv_lookups": "IT*PART.NUMBER",
"inv_lookup_desc": "Part Number Lookup"
},
{
"pos_inv_lookups": "SHIP*Open Shipments",
"inv_lookup_desc": "List All Un-Confirmed Shipments"
},
{
"pos_inv_lookups": "AR*HOLD.LOOKUP",
"inv_lookup_desc": "Lookup Open Items on Hold"
},
{
"pos_inv_lookups": "ARR*CUST.OPEN",
"inv_lookup_desc": "Open ARR Listing by Customer"
},
{
"pos_inv_lookups": "PRICE*STD.PRICE",
"inv_lookup_desc": "Standard Price"
},
{
"pos_inv_lookups": "SO*PART.ALL",
"inv_lookup_desc": "Part Number Lookup for All Orders"
}
],
"pos_parts_lookup": "PARTS*POS.PARTS",
"pos_order_code_items": [
{
"pos_order_code": "A",
"default_selection": "Y",
"pos_order_desc": "Ship",
"so_type_code": "C",
"ship_via_code": "03"
},
{
"pos_order_code": "B",
"default_selection": "N",
"pos_order_desc": "Will Call",
"so_type_code": "C",
"ship_via_code": "UPS BLUE"
},
{
"pos_order_code": "C",
"default_selection": "N",
"pos_order_desc": "Delivery",
"so_type_code": "D",
"ship_via_code": "02",
"signature_required": "Y"
},
{
"pos_order_code": "D",
"pos_order_desc": "Test",
"so_type_code": "C",
"ship_via_code": "UPS Worldwide Expedited"
}
],
"pos_part_status_items": [
{
"pos_part_status": "A"
},
{
"pos_part_status": "C"
},
{
"pos_part_status": "P"
}
],
"pos_partial_ship_field_items": [
{
"pos_partial_ship_field": "46"
},
{
"pos_partial_ship_field": "101"
},
{
"pos_partial_ship_field": "104"
},
{
"pos_partial_ship_field": "201"
}
],
"prompt_on_price_override": "Y",
"post_invoice_on_ship": "Y",
"pos_show_pay_terms": "Y",
"pos_show_book_date": "N",
"pos_require_price_change_reason": "N",
"pos_require_entry_user_authentication": "N",
"pos_register_selection_mode": "U",
"pos_require_ship_signature": "Y",
"pos_rma_refund": "N",
"pos_show_freight_amount": "Y",
"pos_show_edit_order": "Y",
"pos_show_category_filter": "Y",
"pos_show_order_status": "N",
"pos_show_keyword_search": "Y",
"pos_show_invoice_print": "Y",
"pos_show_order_confirmation_page": "N",
"pos_show_opp_tab": "Y",
"pos_show_orders_tab": "Y",
"pos_show_part_cost_column": "Y",
"pos_show_tax_codes": "Y",
"pos_show_ship_via": "Y",
"pos_show_sales_rep": "Y",
"pos_show_ship_id": "Y",
"pos_terms_require_payment": "Y",
"pos_skip_calc_tax": "Y",
"pos_soquote_lookup": "SOQUOTE*POS.LOOKUP",
"prohibit_open_po_shipments": "N",
"require_customer_parts_search": "N",
"sched_days": "30",
"schedule_horizon": "999",
"update_atp": "N",
"search_using_parts": "N",
"show_pick_ticket_print": "Y",
"skip_close_out_report": "Y",
"show_soquote_tab": "Y",
"suppress_invoice_parts": "Y",
"tariff_pct": "10.00",
"type_items": [
{
"type": "VISA",
"rma_receipt_location": "MRB",
"rma_cg_location": "CG",
"account_number": "VISA-ACCR",
"rma_freight_account": "000-0930",
"rma_credit": "Y",
"rma_sales_account": "000-0900",
"rma_type_description": "Warranty Repair",
"wo_type": "WR"
},
{
"type": "MC",
"rma_receipt_location": "MRB",
"rma_cg_location": "CG",
"account_number": "MC-ACCR",
"rma_freight_account": "000-0940",
"rma_sales_account": "000-0930",
"rma_type_description": "Billable Repair",
"wo_type": "BR"
},
{
"type": "DEFAULT",
"rma_receipt_location": "SCRAP",
"rma_cg_location": "CG",
"account_number": "000-0104",
"rma_freight_account": "000-0940",
"rma_credit": "Y",
"rma_sales_account": "000-0930",
"rma_type_description": "Scrap & Credit"
},
{
"type": "DISC",
"account_number": "000-0104"
},
{
"type": "AMEX",
"account_number": "000-0104"
}
],
"use_lookup_for_recently_viewed": "N",
"use_gm_pct": "N",
"valid_so_type_items": [
{
"valid_so_type": "R",
"so_type_code_description": "Return"
},
{
"valid_so_type": "W",
"so_type_code_description": "Wholesale"
},
{
"valid_so_type": "D",
"so_type_code_description": "Domestic"
},
{
"valid_so_type": "I",
"so_type_code_description": "International"
},
{
"valid_so_type": "C",
"so_type_code_description": "Credit Type Orders"
},
{
"valid_so_type": "T",
"so_type_code_description": "Rottler Test"
},
{
"valid_so_type": "z",
"so_type_code_description": "next test"
}
]
}
]
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# Sample LOOKUP
# Request
{
"lookupName": "POS.LOOKUP",
"file": "SOQUOTE",
"correls": "",
"fullRecords": false,
"filters": {},
"rangeStart": "1",
"rangeEnd": "100"
}
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# Response
Sample Json
{
"fDicts": [
{
"conv": "MCU",
"dict_name": "id",
"display_name": "ID"
},
{
"conv": "",
"dict_name": "customer_name",
"display_name": "Customer Name"
},
{
"conv": "",
"dict_name": "status",
"display_name": "Status"
},
{
"conv": "D2-",
"dict_name": "date",
"display_name": "Date"
},
{
"conv": "",
"dict_name": "quoted_by",
"display_name": "Quoted By"
},
{
"conv": "MD2",
"dict_name": "quote_amount",
"display_name": "Quote Amount"
},
{
"conv": "",
"dict_name": "cost_method",
"valid_value_items": [
{
"valid_desc": "Markup Percent",
"valid_value": "M"
},
{
"valid_desc": "Price File",
"valid_value": "P"
}
],
"display_name": "Cost Method"
}
],
"data": [
{
"id": "1610",
"date": "01/20/2026",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1609",
"date": "11/21/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1608",
"date": "11/21/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1607",
"date": "11/21/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1606",
"date": "11/21/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1605",
"date": "11/21/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1604",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1603",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1602",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1601",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1600",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1599",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1598",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1597",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1596",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1595",
"date": "11/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1594",
"date": "11/14/2025",
"customer_name": "Evans Supplies",
"status": "N",
"quoted_by": "BILLB"
},
{
"id": "1593",
"date": "11/14/2025",
"customer_name": "Evans Supplies",
"status": "N",
"quoted_by": "BILLB"
},
{
"id": "1592",
"date": "10/28/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1591",
"date": "10/20/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1590",
"date": "10/16/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM",
"quote_amount": "3000.00"
},
{
"id": "1589",
"date": "10/16/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM"
},
{
"id": "1588",
"date": "09/23/2025",
"cost_method": "P",
"customer_name": "Evans Supplies"
},
{
"id": "1587",
"date": "08/26/2025",
"cost_method": "P",
"customer_name": "CAMBRIDGE PWR PROCESSING "
},
{
"id": "1586",
"date": "08/25/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "BILLB"
},
{
"id": "1585",
"date": "08/22/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM"
},
{
"id": "1584",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM",
"quote_amount": "3000.00"
},
{
"id": "1583",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM"
},
{
"id": "1582",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1581",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM",
"quote_amount": "3538.46"
},
{
"id": "1580",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM"
},
{
"id": "1579",
"date": "08/12/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM",
"quote_amount": "3000.00"
},
{
"id": "1578",
"date": "08/04/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1577",
"date": "08/04/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quote_amount": "50.00"
},
{
"id": "1576",
"date": "08/04/2025",
"cost_method": "P",
"customer_name": "Evans Supplies"
},
{
"id": "1575",
"date": "07/31/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "BILLB",
"quote_amount": "970000.00"
},
{
"id": "1574",
"date": "07/15/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quote_amount": "700.00"
},
{
"id": "1573",
"date": "07/14/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "MIKEC",
"quote_amount": "3000.00"
},
{
"id": "1572",
"date": "06/23/2025",
"cost_method": "M",
"customer_name": "Evans Supplies"
},
{
"id": "1571",
"date": "06/23/2025",
"cost_method": "P",
"customer_name": "ajc test",
"quoted_by": "WRIGHTM",
"quote_amount": "257.53"
},
{
"id": "1570",
"date": "06/23/2025",
"cost_method": "P"
},
{
"id": "1568",
"date": "06/10/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "BILLB"
},
{
"id": "1567",
"date": "06/09/2025",
"cost_method": "P",
"customer_name": "Christian Main Test",
"quoted_by": "CHRISTIANO"
},
{
"id": "1566",
"date": "06/06/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1565",
"date": "06/06/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1564",
"date": "06/06/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1563",
"date": "06/04/2025",
"cost_method": "P",
"customer_name": "56, Inc."
},
{
"id": "1562",
"date": "06/04/2025",
"cost_method": "P",
"customer_name": "56, Inc."
},
{
"id": "1561",
"date": "06/04/2025",
"cost_method": "P",
"customer_name": "56, Inc."
},
{
"id": "1560",
"date": "06/03/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "BILLB"
},
{
"id": "1557",
"date": "05/22/2025",
"cost_method": "P",
"customer_name": "56, Inc."
},
{
"id": "1556",
"date": "05/22/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1555",
"date": "05/22/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK"
},
{
"id": "1554",
"date": "05/16/2025",
"cost_method": "P",
"customer_name": "Christian Main Test",
"quoted_by": "CHRISTIANO"
},
{
"id": "1553",
"date": "05/16/2025",
"cost_method": "P",
"customer_name": "Christian Main Test",
"quoted_by": "CHRISTIANO"
},
{
"id": "1552",
"date": "05/15/2025",
"cost_method": "P",
"customer_name": "Christian Main Test",
"quoted_by": "CHRISTIANO"
},
{
"id": "1551",
"date": "05/14/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"status": "o",
"quoted_by": "ALEXK",
"quote_amount": "495.00"
},
{
"id": "1550",
"date": "05/09/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1549",
"date": "05/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1548",
"date": "05/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1547",
"date": "05/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK",
"quote_amount": "495.00"
},
{
"id": "1546",
"date": "05/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK",
"quote_amount": "495.00"
},
{
"id": "1545",
"date": "05/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "ALEXK",
"quote_amount": "495.00"
},
{
"id": "1544",
"date": "04/29/2025",
"cost_method": "P",
"customer_name": "Atlantic Aero, Inc.",
"quote_amount": "2000.00"
},
{
"id": "1543",
"date": "04/29/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "andrew",
"quote_amount": "1650.00"
},
{
"id": "1542",
"date": "04/28/2025",
"cost_method": "P",
"customer_name": "Atlantic Aero, Inc.",
"quote_amount": "2000.00"
},
{
"id": "1541",
"date": "04/27/2025",
"cost_method": "P",
"customer_name": "Atlantic Aero, Inc.",
"quote_amount": "2892.92"
},
{
"id": "1540",
"date": "04/27/2025",
"cost_method": "P",
"customer_name": "Atlantic Aero, Inc.",
"quote_amount": "2000.00"
},
{
"id": "1539",
"date": "04/24/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1538",
"date": "04/24/2025",
"cost_method": "M",
"customer_name": "Christian Main Test",
"quoted_by": "CHRISTIANO"
},
{
"id": "1537",
"date": "04/24/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1536",
"date": "04/23/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1535",
"date": "04/21/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM"
},
{
"id": "1533",
"date": "04/18/2025",
"customer_name": "56, Inc.",
"quote_amount": "0.10"
},
{
"id": "1532",
"date": "04/17/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1531",
"date": "04/17/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1530",
"date": "04/17/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1529",
"date": "04/16/2025",
"cost_method": "M",
"customer_name": "56, Inc.",
"quoted_by": "CHRISTIANO"
},
{
"id": "1528",
"date": "04/16/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "CHRISTIANO"
},
{
"id": "1534",
"date": "04/14/2025",
"customer_name": "56, Inc.",
"status": "N",
"quoted_by": "CHRISTIANO",
"quote_amount": "495.00"
},
{
"id": "1512",
"date": "04/14/2025",
"customer_name": "56, Inc.",
"status": "N",
"quoted_by": "CHRISTIANO",
"quote_amount": "495.00"
},
{
"id": "1511",
"date": "04/14/2025",
"customer_name": "56, Inc.",
"status": "N",
"quoted_by": "CHRISTIANO",
"quote_amount": "495.00"
},
{
"id": "1510",
"date": "04/14/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1507",
"date": "04/10/2025",
"customer_name": "56, Inc.",
"status": "N",
"quoted_by": "CHRISTIANO"
},
{
"id": "1506",
"date": "04/10/2025",
"customer_name": "56, Inc.",
"status": "N",
"quoted_by": "CHRISTIANO"
},
{
"id": "1505",
"date": "04/10/2025",
"cost_method": "P",
"customer_name": "Evans Supplies",
"quoted_by": "WRIGHTM",
"quote_amount": "3538.46"
},
{
"id": "1504",
"date": "04/10/2025",
"customer_name": "Christian Main Test",
"status": "N",
"quoted_by": "CHRISTIANO"
},
{
"id": "1503",
"date": "04/10/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1502",
"date": "04/08/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1501",
"date": "04/07/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1500",
"date": "04/02/2025",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1499",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1498",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1497",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1496",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1495",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1494",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB",
"quote_amount": "495.00"
},
{
"id": "1493",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1492",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
},
{
"id": "1491",
"date": "04/02/2025",
"cost_method": "P",
"customer_name": "56, Inc.",
"quoted_by": "GREGB"
}
],
"total_records_found": "622"
}
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# Displaying a Formsdef form from Validation Response
When PUTRECORD for the CASH file is called with validate_only = "Y" in the request metadata, or on PUTRECORD CASH for final submission, add a workflow_action to the metadata object in the response. This must contain the formId, formName. It can optionally include:
recordIdto force the form to use a provided record id when savingrecordto provide initial values for theoldRecordto be used, if the record already exists on file. Values inrecordwill be used as default values on the form when displayed.
The formsdef form provided must then be provided as a form when requested via a GETRECORD request against the FORMSDEF file.
# Validate Response Sample
Sample Json
{
"response": {
"status": "success",
"recordId": "",
"metaData": {
"workflow_action": {
"formId": "APPROVAL.REQ",
"recordId": "",
"fileName": "APPROVAL",
"title": "Please Request Approval",
"record": {
"type": "AR",
"request_date": "01-29-26",
"request_by": "alexk",
"li_items": [
{
"li": 1,
"li_id": "24223",
"li_amount": "39.60"
},
{
"li": 2,
"li_id": "24224",
"li_amount": "-100.00"
}
]
},
"type": "formsdef"
}
}
}
}
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# Formsdef GETRECORD response
Request GETRECORD for FORMSDEF with id="APPROVAL.REQ"
field_items is a list of fields to display. These must be defined in FDICT for the file of the name specified in file_name. We will request this when displaying the form.
Sample Json
{
"total_records_found": "1",
"BlockSize": "50",
"formsdef_items": [
{
"form_id": "APPROVAL.REQ",
"enabled": "Y",
"file_name": "APPROVAL",
"field_items": [
{
"field": "REQUEST.DATE"
},
{
"field": "REQUEST.BY"
},
{
"field": "REASON"
}
],
"form_name": "Approval Request",
"module": "ACCOUNTING",
"process_type": "SAVE"
}
]
}
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# Sample FDICT APPROVAL response
Sample Json
{
"total_records_found": "1",
"BlockSize": "50",
"fdict_items": [
{
"file_name": "APPROVAL",
"field_no_items": [
{
"field_no": "0",
"conv": "MCU",
"boolean": "N",
"dict_name": "APPROVAL.ID",
"desc_items": [
{
"desc": "Approval.Id"
}
],
"multi_line": "N",
"just": "R",
"ignore_change": "N",
"len": "13",
"reference_file": "APPROVAL",
"required": "N",
"web_validate": "N"
},
{
"field_no": "1",
"conv": "D2-",
"dict_name": "REQUEST.DATE",
"desc_items": [
{
"desc": "Request.Date"
}
],
"multi_line": "N",
"just": "R",
"len": "8"
},
{
"field_no": "2",
"conv": "MCU",
"dict_name": "REQUEST.BY",
"desc_items": [
{
"desc": "Request.By"
}
],
"multi_line": "N",
"just": "L",
"len": "25"
},
{
"field_no": "3",
"conv": "MCU",
"dict_name": "TYPE",
"desc_items": [
{
"desc": "Type"
}
],
"multi_line": "N",
"just": "L",
"len": "8"
},
{
"field_no": "4",
"conv": "MT",
"dict_name": "NOTES",
"desc_items": [
{
"desc": "Notes"
}
],
"multi_line": "N",
"just": "L",
"len": "25"
},
{
"field_no": "5",
"conv": "D2-",
"dict_name": "APPROVE.DATE",
"desc_items": [
{
"desc": "Approve.Date"
}
],
"just": "R",
"len": "8"
},
{
"field_no": "6",
"conv": "MCU",
"dict_name": "APPROVE.BY",
"desc_items": [
{
"desc": "Approve.By"
}
],
"just": "L",
"len": "25"
},
{
"field_no": "7",
"dict_name": "LI",
"desc_items": [
{
"desc": "Li"
}
],
"structure": "7ü8ü9",
"just": "R",
"len": "3"
},
{
"field_no": "8",
"control_field": "7",
"conv": "MCU",
"dict_name": "LI.ID",
"desc_items": [
{
"desc": "Li.Id"
}
],
"multi_line": "N",
"just": "R",
"len": "13",
"reference_file": "AR"
},
{
"field_no": "9",
"control_field": "7",
"conv": "MD2",
"dict_name": "LI.AMOUNT",
"desc_items": [
{
"desc": "Li.Amount"
}
],
"multi_line": "N",
"just": "R",
"len": "13"
},
{
"field_no": "10",
"dict_name": "REASON",
"desc_items": [
{
"desc": "Reason"
}
],
"just": "L",
"len": "25",
"required": "N",
"valid_value_items": [
{
"valid_value": "Reason 1"
},
{
"valid_value": "Reason 2"
},
{
"valid_value": "Reason 3"
}
]
}
],
"correl_field_no_items": [
{
"correl_field_no": "0",
"correl_desc": "Attachments",
"correl_dict_id": "ATTACHMENTS",
"correlative": "SUBR(\"ACE$GETATTACHMENTRECORDID\",\"APPROVAL\")",
"correl_just": "R",
"correl_len": "10",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Att.File.Name",
"corr_ctrl_fld": "ATTACHMENTS",
"correl_dict_id": "ATT.FILE.NAME",
"correlative": "SUBR(\"ACE$GETATTACHMENTFILENAME\",\"APPROVAL\")",
"correl_just": "L",
"correl_len": "30",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Att.Created.By",
"corr_ctrl_fld": "ATTACHMENTS",
"correl_conv": "MCU",
"correl_dict_id": "ATT.CREATED.BY",
"correlative": "SUBR(\"ACE$GETATTACHMENTCREATEDBY\",\"APPROVAL\")",
"correl_just": "L",
"correl_len": "15",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Att.Date",
"corr_ctrl_fld": "ATTACHMENTS",
"correl_conv": "D2-",
"correl_dict_id": "ATT.DATE",
"correlative": "SUBR(\"ACE$GETATTACHMENTDATECREATED\",\"APPROVAL\")",
"correl_just": "L",
"correl_len": "8",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Att.Time",
"corr_ctrl_fld": "ATTACHMENTS",
"correl_conv": "MT",
"correl_dict_id": "ATT.TIME",
"correlative": "SUBR(\"ACE$GETATTACHMENTTIMECREATED\",\"APPROVAL\")",
"correl_just": "L",
"correl_len": "5",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Att.Mime.Type",
"corr_ctrl_fld": "ATTACHMENTS",
"correl_dict_id": "ATT.MIME.TYPE",
"correlative": "SUBR(\"ACE$GETATTACHMENTMIMETYPE\",\"APPROVAL\")",
"correl_just": "L",
"correl_len": "30",
"correl_type": "I"
},
{
"correl_field_no": "0",
"correl_desc": "Amount",
"correl_conv": "MD2",
"correl_dict_id": "AMOUNT",
"correlative": "SUM(LI.AMOUNT)",
"correl_just": "R",
"correl_len": "13",
"correl_type": "I",
"correl_multi_li": "N"
}
],
"file_title": "Approvals file",
"lookup_name_items": [
{
"lookup_name": "PENDING.APPROVAL",
"lu_menu_caption": "List approvals pending approval",
"lu_enabled": "Y",
"lu_display_fld_items": [
{
"lu_display_fld": "APPROVAL.ID"
},
{
"lu_display_fld": "REQUEST.BY"
},
{
"lu_display_fld": "REQUEST.DATE"
},
{
"lu_display_fld": "NOTES"
},
{
"lu_display_fld": "AMOUNT"
}
],
"lu_compare_fld_items": [
{
"lu_compare_fld": "APPROVE.BY",
"lu_compare_oper": "Equal to",
"lu_compare_not": "N"
},
{
"lu_compare_fld": "APPROVE.DATE",
"lu_compare_oper": "Equal to"
}
],
"lu_list_caption": "List approvals pending approval",
"lu_std_product": "Y",
"lu_sort_field_items": [
{
"lu_sort_field": "REQUEST.DATE",
"lu_sort_seq": "Descending"
},
{
"lu_sort_field": "APPROVAL.ID",
"lu_sort_seq": "Ascending"
}
]
}
],
"validate_bp_items": [
{
"validate_bp": "P$VALIDATEAPPROVAL",
"validate_ver": "2",
"validate_type": "2"
}
],
"process_type_items": [
{
"process_type": "SAVE"
}
]
}
]
}
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# Sample save PUTRECORD from FORMSDEF
Sample Json
{
"record": {
"type": "AR",
"request_date": "01-29-26",
"request_by": "alexk",
"li_items": [
{ "li": 1, "li_id": "24223", "li_amount": "39.60" },
{ "li": 2, "li_id": "24224", "li_amount": "-100.00" }
],
"reason": "Reason 1"
},
"oldRecord": {
"type": "AR",
"request_date": "01-29-26",
"request_by": "alexk",
"li_items": [
{ "li": 1, "li_id": "24223", "li_amount": "39.60" },
{ "li": 2, "li_id": "24224", "li_amount": "-100.00" }
]
},
"filename": "APPROVAL"
}
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# Lookup Display Tabs in POS
Point of sale supports displaying an arbitrary number of lookup data tables as sections within point of sale after a customer is selected. These are shown after Parts, Quotes, Orders, Invoices, Receipt History, and Payment Methods On File.
This is defined in MRK.CONTROL as a new property called pos_section_lookups_items
MRK CONTROL JSON
[
{
"control_id": "MRK1",
"cg_location": "CG",
"auto_set_ship_date": "N",
"assign_invoice_(how)": "S",
"allocate_shipments": "Y",
"accounting_orders_lookup": "SO*ON.HOLD",
"accounting_orders_lookup_desc": "Orders on hold",
"alloc_multiple_locations": "Y",
"accounting_release_items": [
{
"accounting_release": "RON"
},
{
"accounting_release": "VERN"
},
{
"accounting_release": "CATHIEM"
},
{
"accounting_release": "BONNIE"
},
{
"accounting_release": "CHRISTIANO"
}
],
"allocation_sequence": "1",
"allow_po_creation": "Y",
"allow_customer_creation": "Y",
"allow_mixed_mode": "Y",
"apply_cm_to_open_order": "Y",
"assign_invoice_(when)": "S",
"assign_invoice_(with)": "L",
"auto_generate_ship": "N",
"auto_create_wo": "P",
"auto_create_sub-assembly_wo": "Y",
"auto_load_ship_qty": "Y",
"auto_process_rma_terms_document": "CUST",
"backorder_so": "ENTRY",
"breakout_tax": "N",
"cart_field_validation": "Y",
"commit_range": "999",
"fg_location": "FG",
"explode_phantoms": "Y",
"display_atp": "0",
"default_taxable_flag": "N",
"default_cust_terms": "AR",
"default_apply_overage_to_account": "N",
"customer_inquiry_lookup": "CUST*POS.CUST2",
"customer_inquiry_recently_viewed_lookup": "Y",
"default_image": "https://prodroverstorage.blob.core.windows.net/rover/icon-120x120-1.png",
"disable_downloading_statements": "N",
"disable_emailing_statements": "N",
"disable_updating_part_description": "N",
"display_inv": "0",
"display_credit_memos": "N",
"fet_account:": "000-0736F",
"fob_dest": "Irvine",
"filter_inactive_customers": "N",
"freight_acct#": "000-0930",
"misc_acct#": "TARIFF",
"log_serials": "Y",
"load_customer_notes": "Y",
"hide_pos_notes": "N",
"hide_load_customer_button": "N",
"hide_drafted_orders": "N",
"gppct_and_cost": "Y",
"gppct_cost_type": "Basis5",
"hide_parts_tab": "N",
"hide_order_buttons": "Y",
"hide_po_no": "N",
"hide_use_new_address": "N",
"hold_code_items": [
{
"hold_code": "C",
"hold_code_description": "Credit"
},
{
"hold_code": "E",
"hold_code_description": "Engineering HOLD LONG DES"
},
{
"hold_code": "W",
"hold_code_description": "Web Hold"
}
],
"manually_load_orders": "N",
"manually_load_invoices": "N",
"sales_acct#": "000-1000",
"required_date_offset": "1",
"pos_price_strategy": "P",
"order_information_precedes_create_order": "N",
"order_header_shipto_display": "Top",
"pos_allow_partial_shipments": "Y",
"pos_allow_non_stock_parts": "Y",
"pos_allow_cash_deposit": "Y",
"part_cart_update_mode": "Y",
"pos_allow_coupons": "Y",
"pos_allow_payout": "Y",
"pos_allow_shipto_override": "N",
"pos_allow_refund": "Y",
"pos_maintain_cart_sort": "Y",
"pos_force_same_part_qty_increment": "N",
"pos_clear_category_on_search": "Y",
"pos_cc_pin_pad": "T",
"pos_auto_validate": "Y",
"pos_customer_orders_lookup": "SO*POS.CUST.OPEN",
"pos_cust_soquote_lookup": "SOQUOTE*POS.CUST.LOOKUP",
"pos_collapse_part_option_groups": "Y",
"pos_customer_invoices_lookup": "AR*POS.CUSTOMER",
"pos_disable_check_payout": "Y",
"pos_extra_info_items": [
{
"pos_extra_info": "15"
},
{
"pos_extra_info": "7"
},
{
"pos_extra_info": "10"
},
{
"pos_extra_info": "9"
}
],
"pos_host_receipt_print": "Y",
"pos_hide_invoices_ar_kpi": "N",
"pos_lazy_load_shiptos": "N",
"pos_inv_lookups_items": [
{
"pos_inv_lookups": "SO*PART.ALL",
"inv_lookup_desc": "SO PART"
},
{
"pos_inv_lookups": "FORECAST*ALL",
"inv_lookup_desc": "Forecast Listing"
},
{
"pos_inv_lookups": "PO*PARTS.OPEN",
"inv_lookup_desc": "Lookup Open POs for a Part Number"
},
{
"pos_inv_lookups": "RMA*PARTS.OPEN",
"inv_lookup_desc": "Open Items for a Part Number Lookup"
},
{
"pos_inv_lookups": "IT*PART.NUMBER",
"inv_lookup_desc": "Part Number Lookup"
},
{
"pos_inv_lookups": "SHIP*Open Shipments",
"inv_lookup_desc": "List All Un-Confirmed Shipments"
},
{
"pos_inv_lookups": "AR*HOLD.LOOKUP",
"inv_lookup_desc": "Lookup Open Items on Hold"
},
{
"pos_inv_lookups": "ARR*CUST.OPEN",
"inv_lookup_desc": "Open ARR Listing by Customer"
},
{
"pos_inv_lookups": "PRICE*STD.PRICE",
"inv_lookup_desc": "Standard Price"
},
{
"pos_inv_lookups": "SO*PART.ALL",
"inv_lookup_desc": "Part Number Lookup for All Orders"
}
],
"pos_parts_lookup": "PARTS*POS.PARTS",
"pos_order_code_items": [
{
"pos_order_code": "A",
"default_selection": "Y",
"pos_order_desc": "Ship",
"so_type_code": "C",
"ship_via_code": "03"
},
{
"pos_order_code": "B",
"default_selection": "N",
"pos_order_desc": "Will Call",
"so_type_code": "C",
"ship_via_code": "UPS BLUE"
},
{
"pos_order_code": "C",
"default_selection": "N",
"pos_order_desc": "Delivery",
"so_type_code": "D",
"ship_via_code": "02",
"signature_required": "Y"
},
{
"pos_order_code": "D",
"pos_order_desc": "Test",
"so_type_code": "C",
"ship_via_code": "UPS Worldwide Expedited"
}
],
"pos_part_status_items": [
{
"pos_part_status": "A"
},
{
"pos_part_status": "C"
},
{
"pos_part_status": "P"
}
],
"pos_partial_ship_field_items": [
{
"pos_partial_ship_field": "46"
},
{
"pos_partial_ship_field": "101"
},
{
"pos_partial_ship_field": "104"
},
{
"pos_partial_ship_field": "201"
}
],
"prompt_on_price_override": "Y",
"post_invoice_on_ship": "Y",
"pos_show_pay_terms": "Y",
"pos_show_book_date": "N",
"pos_require_price_change_reason": "N",
"pos_require_entry_user_authentication": "N",
"pos_register_selection_mode": "U",
"pos_require_ship_signature": "Y",
"pos_rma_refund": "N",
"pos_section_lookups_items": [
{
"pos_section_lookups": "SO*POS.CUST.OPEN",
"section_lookup_desc": "POS open orders per customer"
},
{
"pos_section_lookups": "SO*POS.OPEN.ALL",
"section_lookup_desc": "POS all open orders"
}
],
"pos_show_freight_amount": "Y",
"pos_show_edit_order": "Y",
"pos_show_category_filter": "Y",
"pos_show_order_status": "N",
"pos_show_keyword_search": "Y",
"pos_show_invoice_print": "Y",
"pos_show_order_confirmation_page": "N",
"pos_show_opp_tab": "Y",
"pos_show_orders_tab": "Y",
"pos_show_part_cost_column": "Y",
"pos_show_tax_codes": "Y",
"pos_show_ship_via": "Y",
"pos_show_sales_rep": "Y",
"pos_show_ship_id": "Y",
"pos_terms_require_payment": "Y",
"pos_skip_calc_tax": "Y",
"pos_soquote_lookup": "SOQUOTE*POS.LOOKUP",
"prohibit_open_po_shipments": "N",
"require_customer_parts_search": "N",
"sched_days": "30",
"schedule_horizon": "999",
"update_atp": "N",
"search_using_parts": "N",
"show_pick_ticket_print": "Y",
"skip_close_out_report": "Y",
"show_soquote_tab": "Y",
"suppress_invoice_parts": "Y",
"tariff_pct": "10.00",
"type_items": [
{
"type": "VISA",
"rma_receipt_location": "MRB",
"rma_cg_location": "CG",
"account_number": "VISA-ACCR",
"rma_freight_account": "000-0930",
"rma_credit": "Y",
"rma_sales_account": "000-0900",
"rma_type_description": "Warranty Repair",
"wo_type": "WR"
},
{
"type": "MC",
"rma_receipt_location": "MRB",
"rma_cg_location": "CG",
"account_number": "MC-ACCR",
"rma_freight_account": "000-0940",
"rma_sales_account": "000-0930",
"rma_type_description": "Billable Repair",
"wo_type": "BR"
},
{
"type": "DEFAULT",
"rma_receipt_location": "SCRAP",
"rma_cg_location": "CG",
"account_number": "000-0104",
"rma_freight_account": "000-0940",
"rma_credit": "Y",
"rma_sales_account": "000-0930",
"rma_type_description": "Scrap & Credit"
},
{
"type": "DISC",
"account_number": "000-0104"
},
{
"type": "AMEX",
"account_number": "000-0104"
}
],
"use_lookup_for_recently_viewed": "N",
"use_gm_pct": "Y",
"valid_so_type_items": [
{
"valid_so_type": "R",
"so_type_code_description": "Return"
},
{
"valid_so_type": "W",
"so_type_code_description": "Wholesale"
},
{
"valid_so_type": "D",
"so_type_code_description": "Domestic"
},
{
"valid_so_type": "I",
"so_type_code_description": "International"
},
{
"valid_so_type": "C",
"so_type_code_description": "Credit Type Orders"
},
{
"valid_so_type": "T",
"so_type_code_description": "Rottler Test"
},
{
"valid_so_type": "z",
"so_type_code_description": "next test"
}
]
}
]
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# Sample CASH Putrecord Response
A formsdef response can also be displayed when payment is submitted, not only on validate. The only difference in request sent to PUTRECORD is the metaData property validate_only will not be set to "Y".
Sample response
{
"response": {
"status": "success",
"recordId": "",
"metaData": {
"workflow_action": {
"formId": "APPROVAL.REQ",
"recordId": "",
"fileName": "APPROVAL",
"title": "Please Request Approval",
"record": {
"type": "AR",
"request_date": "02-05-26",
"request_by": "alexk",
"li_items": [
{
"li": 1,
"li_id": "24223",
"li_amount": "39.60"
},
{
"li": 2,
"li_id": "24224",
"li_amount": "-100.00"
}
]
},
"type": "formsdef"
}
}
}
}
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# Display Pending Approval Link in Accounting
Custom cards are governed by a new property acct_card_lookups_items in the ACCT.CONTROL response. These have three properties
acct_card_lookups- Lookup to fetch to drive card title and data (currently data not shown)card_lookup- The lookup name for the lookup used to display the data table shown when the card is selectedcard_action- The name of a formsdef form to be displayed, using the data from the lookup data table, when a row is clicked. This formsdef form must have a module of "ACCOUNTING"
# Sample ACCT.CONTROL
Sample Json
[
{
"control_id": "ACCT",
"a": {
"r_col_1_days": "30",
"p_col_1_days": "30",
"p_activity_days": "999",
"p_col_1_heading": "....Current",
"p_col_2_days": "60",
"p_col_2_heading": "...31-to-60",
"p_col_3_days": "90",
"p_col_3_heading": "...61-to-90",
"p_col_4_days": "9999",
"p_col_4_heading": "91+",
"r_col_1_heading": "....Current",
"r_col_2_days": "60",
"r_col_2_heading": "31 to 60",
"r_col_3_days": "90",
"r_col_3_heading": "61 to 90",
"r_col_4_days": "120",
"r_col_4_heading": "91 to 120",
"r_col_5_days": "121",
"r_col_5heading": "121+ Days"
},
"1099flg": "Y",
"ar_aging_method": "Invoice Date",
"ap_aging_method": "Invoice Date",
"activity_days": "9999",
"acct_card_lookups_items": [
{
"acct_card_lookups": "APPROVAL*PENDING.APPROVAL",
"card_lookup": "APPROVAL*PENDING.APPROVAL",
"card_action": "APPROVAL.E"
}
],
"app_vendor": "Y",
"commission_calculation": "P",
"comm_pay_account": "000-0724",
"comm_expense_account": "400-1141",
"collection_status_items": [
{
"collection_status": "1",
"status_desc": "Collections"
},
{
"collection_status": "2",
"status_desc": "Priority"
}
],
"update_sales": "Y",
"update_commissions": "Y",
"create_commission_accrual_records": "N",
"days_ar_history": "365",
"g": {
"l_account_number_items": [
{
"g": {
"l_account_number": "11-1101-1100"
},
"bank_account": "139957393333333",
"bank_name": "Wells Fargo"
},
{
"g": {
"l_account_number": "000-0105"
},
"bank_account": "135135",
"bank_name": "Southern Calif Bank"
}
]
},
"vendor_types_items": [
{
"vendor_types": "CATHIEM"
},
{
"vendor_types": "JENM"
},
{
"vendor_types": "NICOLEG"
}
]
}
]
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# Sample Lookup
# Request
Sample Json
{
"lookupName": "PENDING.APPROVAL",
"file": "APPROVAL",
"parameters": {},
"fullRecords": true,
"filters": {},
"rangeStart": "1",
"rangeEnd": "100"
}
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# Response
Sample Json
{
"fDicts": [
{
"conv": "MCU",
"dict_name": "approval_id",
"display_name": "Approval Id"
},
{
"conv": "MCU",
"dict_name": "request_by",
"display_name": "Request By"
},
{
"conv": "D2-",
"dict_name": "request_date",
"display_name": "Request Date"
},
{
"conv": "MT",
"dict_name": "notes",
"display_name": "Notes"
},
{
"conv": "MD2",
"dict_name": "amount",
"display_name": "Amount"
}
],
"data": [
{
"approval_id": "38",
"amount": "-60.40",
"request_date": "01/29/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "24223",
"li_amount": "39.60"
},
{
"li": "2",
"li_id": "24224",
"li_amount": "-100.00"
}
],
"type": "AR"
},
{
"approval_id": "25",
"amount": "3.96",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 2",
"li_items": [
{
"li": "1",
"li_id": "23948",
"li_amount": "53.46"
},
{
"li": "2",
"li_id": "23919",
"li_amount": "-49.50"
}
],
"type": "AR"
},
{
"approval_id": "26",
"amount": "-216.14",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "23932",
"li_amount": "-310.50"
},
{
"li": "2",
"li_id": "23949",
"li_amount": "94.36"
}
],
"type": "AR"
},
{
"approval_id": "27",
"amount": "-685.64",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 3",
"li_items": [
{
"li": "1",
"li_id": "23963",
"li_amount": "-839.83"
},
{
"li": "2",
"li_id": "23955",
"li_amount": "20.00"
},
{
"li": "3",
"li_id": "23954",
"li_amount": "134.19"
}
],
"type": "AR"
},
{
"approval_id": "28",
"amount": "-293.94",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "24161",
"li_amount": "-383.04"
},
{
"li": "2",
"li_id": "24251",
"li_amount": "44.55"
},
{
"li": "3",
"li_id": "24249",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "29",
"amount": "-167.94",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "24163",
"li_amount": "-257.04"
},
{
"li": "2",
"li_id": "24251",
"li_amount": "44.55"
},
{
"li": "3",
"li_id": "24249",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "30",
"amount": "-167.94",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 2",
"li_items": [
{
"li": "1",
"li_id": "24163",
"li_amount": "-257.04"
},
{
"li": "2",
"li_id": "24251",
"li_amount": "44.55"
},
{
"li": "3",
"li_id": "24249",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "31",
"amount": "285.95",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 2",
"li_items": [
{
"li": "1",
"li_id": "24224",
"li_amount": "-100.00"
},
{
"li": "2",
"li_id": "24205",
"li_amount": "296.85"
},
{
"li": "3",
"li_id": "24254",
"li_amount": "44.55"
},
{
"li": "4",
"li_id": "24249",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "32",
"amount": "-10.90",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 3",
"li_items": [
{
"li": "1",
"li_id": "24224",
"li_amount": "-100.00"
},
{
"li": "2",
"li_id": "24244",
"li_amount": "44.55"
},
{
"li": "3",
"li_id": "24252",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "33",
"amount": "-10.90",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "24224",
"li_amount": "-100.00"
},
{
"li": "2",
"li_id": "24244",
"li_amount": "44.55"
},
{
"li": "3",
"li_id": "24252",
"li_amount": "44.55"
}
],
"type": "AR"
},
{
"approval_id": "34",
"amount": "-10.90",
"request_date": "01/28/2026",
"request_by": "ALEXK",
"reason": "Reason 1",
"li_items": [
{
"li": "1",
"li_id": "24222",
"li_amount": "44.55"
},
{
"li": "2",
"li_id": "24224",
"li_amount": "-100.00"
},
{
"li": "3",
"li_id": "24244",
"li_amount": "44.55"
}
],
"type": "AR"
}
],
"total_records_found": "11"
}
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# Sample Formsdef
Sample Json
{
"total_records_found": "1",
"BlockSize": "50",
"formsdef_items": [
{
"form_id": "APPROVAL.E",
"enabled": "Y",
"file_name": "APPROVAL",
"field_items": [
{
"field": "APPROVAL.ID",
"read_only": "Y"
},
{
"field": "REQUEST.DATE",
"read_only": "Y"
},
{
"field": "REQUEST.BY",
"read_only": "Y"
},
{
"field": "AMOUNT",
"read_only": "1"
},
{
"field": "APPROVE.DATE",
"default_val": "@SD"
},
{
"field": "APPROVE.BY",
"default_val": "@USER"
},
{
"field": "NOTES"
},
{
"field": "LI",
"read_only": "Y",
"hidden": "N",
"validate": "N"
},
{
"field": "LI.ID",
"read_only": "Y",
"hidden": "N",
"validate": "N"
},
{
"field": "LI.AMOUNT",
"read_only": "Y"
}
],
"form_name": "Approval submission",
"module": "ACCOUNTING",
"process_type": "SAVE"
}
]
}
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