How to get the list of account using account format (segment) and update it?

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Posted on by Krunal Panchal

200

I want to retrieve the list of account based on account format/account segment using GP Web service. There is method which is returning the account but it is specific to accountnumber which is combination of all account formats.
e.g.: Suppose there are five account format
Format 1:   3 char   =   abc
Format2:   2 char   =   00
Format3:   5 char   =   12345
Format4:   3 char   =   987
Format5:   8 char   =   abc09876
Now the method which web service provides is to search with combination of 5 formats (abc-00-12345-987-abc09876).

But I would like to search with only format 5.

How to get such list or any other alternative for the same?

Thanks,
Krunal Panchal

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Krunal Panchal 200 on at

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RE: How to get the list of account using account format (segment) and update it?

Thanks Howard Swerdloff for writing on this.

Yes, that I can do. But my purpose is to do it by using the GP Web Service. There is method called GetGLUnitAccountList but it is not working correctly for me. Because it is returning the data but for specific criteria.

Following is example:

using System;

using System.Collections.Generic;

using System.Text;

using System.Windows.Forms;

using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample

{

class Program

{

static void Main(string[] args)

{

CompanyKey companyKey;

Context context;

LikeRestrictionOfString accountIdRestriction;

GLUnitAccountCriteria unitAccountCriteria;

GLUnitAccountSummary[] unitAccountSummaries;

// Create an instance of the web service

DynamicsGP wsDynamicsGP = new DynamicsGP();

// Be sure the default credentials are used

wsDynamicsGP.UseDefaultCredentials = true;

// Create a context with which to call the web service

context = new Context();

// Specify which company to use (sample company)

companyKey = new CompanyKey();

companyKey.Id = (-1);

// Set up the context object

context.OrganizationKey = (OrganizationKey)companyKey;

context.CultureName = "en-US";

// Create a restriction object

accountIdRestriction = new LikeRestrictionOfString();

accountIdRestriction.Like = "%9010%";

// Create a GL unit account criteria object

unitAccountCriteria = new GLUnitAccountCriteria();

unitAccountCriteria.GLAccountId = accountIdRestriction;

// Retrieve the list of GL unit account summary objects

unitAccountSummaries = wsDynamicsGP.GetGLUnitAccountList(unitAccountCriteria, context);

// Display the account number and description of each member of the summary list

StringBuilder summaryList = new StringBuilder();

foreach (GLUnitAccountSummary a in unitAccountSummaries)

{

summaryList.AppendLine("Account: " + a.Key.Id + " Description: " + a.Description);

}

MessageBox.Show(summaryList.ToString());

}

}

}

Here it is retuning data for 9010 but if I am search for 4444 then it is not returning the data. I don’t know what is going wrong in it.

I have doubt in LikeRestrictionOfString because it is searching on those parts which are not null. As I mentioned in above, I have five account formats and I am looking for the fifth format and for the fifth format there are some null value and because of that it is not returning data.

Thanks

Krunal Panchal
Krunal Panchal 200 on at

Like (0)

Report

RE: How to get the list of account using account format (segment) and update it?

Thanks Howard Swerdloff for writing on this.

Yes, that I can do. But my purpose is to do it by using the GP Web Service. There is method called GetGLUnitAccountList but it is not working correctly for me. Because it is returning the data but for specific criteria.

Following is example:

using System;

using System.Collections.Generic;

using System.Text;

using System.Windows.Forms;

using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample

{

class Program

{

static void Main(string[] args)

{

CompanyKey companyKey;

Context context;

LikeRestrictionOfString accountIdRestriction;

GLUnitAccountCriteria unitAccountCriteria;

GLUnitAccountSummary[] unitAccountSummaries;

// Create an instance of the web service

DynamicsGP wsDynamicsGP = new DynamicsGP();

// Be sure the default credentials are used

wsDynamicsGP.UseDefaultCredentials = true;

// Create a context with which to call the web service

context = new Context();

// Specify which company to use (sample company)

companyKey = new CompanyKey();

companyKey.Id = (-1);

// Set up the context object

context.OrganizationKey = (OrganizationKey)companyKey;

context.CultureName = "en-US";

// Create a restriction object

accountIdRestriction = new LikeRestrictionOfString();

accountIdRestriction.Like = "%9010%";

// Create a GL unit account criteria object

unitAccountCriteria = new GLUnitAccountCriteria();

unitAccountCriteria.GLAccountId = accountIdRestriction;

// Retrieve the list of GL unit account summary objects

unitAccountSummaries = wsDynamicsGP.GetGLUnitAccountList(unitAccountCriteria, context);

// Display the account number and description of each member of the summary list

StringBuilder summaryList = new StringBuilder();

foreach (GLUnitAccountSummary a in unitAccountSummaries)

{

summaryList.AppendLine("Account: " + a.Key.Id + " Description: " + a.Description);

}

MessageBox.Show(summaryList.ToString());

}

}

}

Here it is retuning data for 9010 but if I am search for 4444 then it is not returning the data. I don’t know what is going wrong in it.

I have doubt in LikeRestrictionOfString because it is searching on those parts which are not null. As I mentioned in above, I have five account formats and I am looking for the fifth format and for the fifth format there are some null value and because of that it is not returning data.

Thanks

Krunal Panchal
Howard Swerdloff 845 on at

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RE: How to get the list of account using account format (segment) and update it?

Hi Krunal,

There are alternative methods to get the account list besides web services. You can use SQL to retrieve a list based on the GL00100 table, which is the account master. Each segment is titled ACTNUMBR_x where x is the segment number. In your example, that would be ACTNUMBR_5.

I hope this helps.

How to get the list of account using account format (segment) and update it?

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