Add NoteID to an Acumatica Generic Inquiry

Stacksync uses NoteID to identify records in real-time notifications.

1. Open the Generic InquiryCopy Anchor Link

Open the Acumatica screen for the object you want to sync.

For example, to configure customers:

1. Open Customers.
2. Select Customization.
3. Select Edit Generic Inquiry.

2. Create a Generic InquiryCopy Anchor Link

Update an existing Generic Inquiry or create a copy.

Create a copy to preserve the original inquiry:

1. Select the Clipboard icon.

2. Select Copy.
   

   

3. Select + to create a Generic Inquiry.
   

   

4. Enter a name for the new inquiry.

5. Select the Clipboard icon again.

6. Select Paste.
   

   

The inquiry name must end with the object name from your Acumatica endpoint.

For example, Customers is exposed as Customer in Web Service Endpoints.

For customers, end the inquiry name with -Customer.

For example: Stacksync-AR-Customer.

3. Add the NoteID fieldCopy Anchor Link

Open the Generic Inquiry you want to use:

1. Open the inquiry.

2. Open the Results Grid tab.
   

   

3. Add the NoteID field for the object. For customers, use:

   Copy Text

   Object: Customer
   Data Field: NoteID

4. Save the Generic Inquiry.
   

   

If you have any questions or run into any blockers, reach out anytime at hello@stacksync.com and the Stacksync team will be happy to help.