Rank: Member
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Joined: 3/7/2018(UTC) Posts: 13 Location: Bartonville
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Trying to get a list of accounts from CenterPoint using CenterpointAPI. Been messing with AccountListItem but can't seem to get any results.
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Rank: Advanced Member
Groups: Registered
Joined: 2/28/2018(UTC) Posts: 65 Location: Pennsylvani mostly Was thanked: 9 time(s) in 9 post(s)
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AccountListItem is just a class used to hold basic information for one account. It is used, for example, in the NamesPresenter which is used to add/edit/remove CenterPoint Names data (customers, vendors, etc.) NamePresenter's GetApAccountList method returns a list of basic AP accounts information which can be used to get basic information about valid accounts for a name's DefaultAPAccountId property. We'd use this to populate a combo box for DefaultAPAccountId, for example. However, we have a general purpose solution. You can use the CenterPoint Data Browser (there's a link to the documentation towards the bottom of the forum.) With it you can retrieve data for any report in CenterPoint and it has a UI to help you generate code. Here's what I've just done: 1. Opened the Data Browser's UI 2. Selected the report I wanted to get data from: Setup List -> Accounts -> Chart of Accounts 3. Clicked the Generate Code button 4. Here's the code it generated (which you would modify for your own use - for example, the databaseName variable is set to BusinessSample - you'd change that to the name of the database you want to get data from): 5. If you run that code as is, it returns a DataSet with a single data table containing the data generated by the Chart of Accounts report. Code:
using System;
using System.Collections.Generic;
using System.Data;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using CenterPointDataBrowser;
namespace CenterPointDataBrowser
{
public class ReportDataExample
{
public DataSet GetReportData()
{
string databaseName = "BusinessSample";
string reportKey = "01c8a28f-51ea-477c-bf6a-9b921ca30c34";
// Initialize the API
DataAccessAPI api = new DataAccessAPI();
// Open the database
api.OpenDatabase(databaseName); // there is an over-loaded method if you need to supply a user/name password
// Retrieve the report
Report report = api.GetReport(reportKey);
// Uncomment the following line of code line if you do not want any filters
// If commented out, then the filters set in CP are applied.
// report.ClearFilters();
// Set filters (optional)
// Uncomment the following line of code line if you do not want any options
// If commented out, then the options set in CP are used
// report.ClearOptions();
// Set options (optional)
// Gather the report's data
//
// Note: Some reports only return the data needed to produce the report. If you want
// to return all data, then change GetReportData(false) to GetReportData(true)
DataSet ds = report.GetReportData(false);
// Close the database
api.CloseDatabase();
return ds;
}
}
}
Edited by user Tuesday, March 13, 2018 8:41:58 PM(UTC)
| Reason: Not specified
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