Process of Connecting Acumatica through RedTeam Flex
Note: The values used to carry out the connection are for reference only.
RedTeam Flex’s Apps Menu lists available API integrations, including Acumatica. The API connection requires details from Acumatica to complete the connection. Within Acumatica, certain steps will also need to be taken to enable the connection. This document will cover the information required to configure Acumatica’s settings, and collect the details needed to connect the integration.
Part 1: Connection Configuration
STEP ONE: Go to the URL of the Acumatica database and log in with the account credentials.
(MY-COMPANY substituted for the Acumatica database to be integrated)
User: ********
Pass: ********
STEP TWO: In the main menu on the left, we select the “Integration” option. Click on the Preferences option and select “Connected Applications”. (You can also search for Connected Applications in the main search and find it in the menu items.)
STEP THREE: In the Client Name field, we give our app configuration a name. In this example we will enter “REDTEAM APP”. Then in the Flow field (for OAuth 2.0), we select the value “Authorization Code” from the dropdown.
We click the “ADD SHARED SECRET” next and a new pop-up window will open in which we will enter a “RedTeam secret” description. IMPORTANT NOTE: It will also show us a “value” field with a value string. We must save that shared secret value because it will only appear once and we will need to enter that value into RedTeam later.
Next we click the “REDIRECT URIS” tab and we will click the “+” icon. That will create a new field where we will enter the authentication URL used by RedTeam. That URL can be found on the Acumatica App card within RedTeam Flex (see screenshot below). Save the URL for later, because you will need the account ID # (the numbers at the end) later.
After adding the RedTeam URL to the Redirect URIS field, we click the save icon. This will generate the value of the "Client ID.” Save this client ID. We will need to enter this Client ID into RedTeam later.
STEP FOUR: Return to RedTeam Flex’s Apps Menu, click the Acumatica app card. Copy the number code at the end of the listed URL, because you will need that later. Then enter the previously collected details, and click the Connect button.
A page to the Acumatica login will open. Enter the credentials and click on 'Sign In'.
Click on the “Yes, Allow” button.
The connection is successful. In the bottom left corner of the app card, you’ll see the listing of the user who performed the connection and will be needed to Disconnect.
STEP FIVE: In Acumatica, Import and publish the RedTeam customization project.
Note: You will need to disconnect everyone from Acumatica and restart the service as part of publishing the customization
Download the customization package for 2023r1: CLICK HERE
Go to Customization Projects. You can find it in Acumatica’s global search.
Click Import, select the document REDTEAM[23.107.0022][00.00.01], and import it.
Click the checkbox to the left of the newly uploaded entry and click Publish. This will require restarting the database, removing everyone from access temporarily.
Part 2: Configuring Webhooks
Webhooks help us send and receive notifications when an event occurs (create, update, delete).
Webhooks are available from version 2023 R1 in Acumatica.
You can find more information about Webhooks and Push Notifications at the following hyperlink: Information
STEP ONE: Vendor.
In the Acumatica Integration menu, we next go to Push Notifications.
In Destination Name, search and select RTS-PROD-WH-VENDOR.
Enter the Header Value: This should be the ID of the company on the Acumatica App Card in the RedTeam Flex.
Click on Save icon.
STEP TWO: Vendor Payment.
In the Acumatica Integration menu, we next go to Push Notifications.
In Destination Name, search and select RTS-PROD-WH-CHECK-AND-PAYMENTS.
Enter the Header Value: This should be the ID of the company on the Acumatica App Card in the RedTeam Flex.
Click on Save icon.
STEP THREE: Customer Billing.
In the Acumatica Integration menu, we next go to Push Notifications.
In Destination Name, search and select RTS-PROD-WH-INVOICE-MEMOS.
Enter the Header Value: This should be the ID of the company on the Acumatica App Card in the RedTeam Flex.
Click on Save icon:
STEP FOUR: Customer Payment.
In the Acumatica Integration menu, we next go to Push Notifications.
In Destination Name, search and select RTS-PROD-WH-PAYMENT-AND-APPLICATIONS.
Enter the Header Value: This should be the ID of the company on the Acumatica App Card in the RedTeam Flex.
Click on Save icon:
STEP FIVE: Credit Card.
In the Acumatica Integration menu, we next go to Push Notifications.
In Destination Name, search and select RTS-PROD-WH-CORPORATE-CARD.
Enter the Header Value: This should be the ID of the company on the Acumatica App Card in the RedTeam Flex.
Click on Save icon:
Part 3: Additional settings
STEP ONE: Enable/Disable Features.
Go to the System Management menu and select Enable/Disable Features.
Click on Modify.
Make sure boxes are checked, similar to the following images:
Finance>>Standard Financials.
Multibranch Support
Multicompany Support
Business Account Locations
Centralized Period Management
VAT Reporting
Expense Management
Finance>>Advanced Financials.
Retainage Support
Projects.
Change Orders
Cost Codes
Project Quotes
Project-Specific Inventory
Construction
Construction Project Management
Inventory and Order Management.
Inventory
Multiple Units of Measure
Blanket and Standard Purchase Orders
Matrix Items
Related Items
Sales order to Purchase Order Link
Purchase Requisition
Customer Management.
Platform>>Monitoring & Automation.
Scheduled Processing
Workflow Automation
Platform>>Authentication.
Two-Factor Authentication
Google and Microsoft SSO
Active Directory and Other External SSO
OpenID Connect
Third Party Integrations.
Salesforce Integration
Click on Enable.
STEP TWO: Disable Auto Numbering in Projects.
Go to the Configuration menu and select Segmented Keys.
In the Segmented Key ID, search for “Project”.
Uncheck the Auto Number checkbox in the column and save.
STEP THREE: Account Settings.
Go to the Configuration menu and select Segmented Keys.
In the Segmented Key ID, search for “Account”.
Configuring Length, Edit Mask and Case Conversion similar to this image.
Length = 10
Edit Mask = Unicode
Case Conversion = Uppercase
STEP FOUR: Accounts Payable Preferences Configuration (Required).
Go to the Payables menu and select Accounts Payable Preferences.
In the General Tab, make sure to select the values and check the boxes similar to this configuration:
Automatically Post on Release
Hold Documents On Entry
Require Approval of Bills Prior to Payment
Enable Early Checks
Validate Document Totals on Entry
Require Single Project per Document
In the Pricing Tab, make sure to select the values similar to this configuration:
Vendor Price Update = On PO Entry
Retention Type = Last Price
In the Approval Tab, make sure to add the Check type and the Approval Map as indicated in the image:
In the details for MAPPS APPROV after clicking on it, you’ll want this setup:
Entity = Vendor
Field Name = Vendor
Conduit = Contains
Value = AAVENDOR
Value 2 = AAVENDOR
Operator = And
Confirm Vendor IDs are displayed in Vendors
Confirm Vendor Classes include a Description field
Confirm Vendor > Payment Tab is active:
Confirm Vendor > Tab Locations is active:
Confirm Vendor > GL Accounts Tab is active:
Verify whether the Chart of Accounts: AP has been created previously.
STEP FIVE: Chart of Accounts Settings.
Go to the Finance menu and select Chart of Accounts.
Make sure to add the following accounts if an equivalent account does not already exist:
Accounts Payable Account: If you don’t have an existing account, create A.PAYABLE
Accounts Receivable Account: If you don’t have an existing account, create A.RECEIVA
Customer Retainage: If you don’t have an existing account, create C.RETAINAG.
Vendor Retainage Payable Account: If you don’t have an existing account, create V.RETAINAG
Cost of Goods Sold Accounts for the five main cost types, equipment labor, material, other, and subcontract. If you don’t have existing accounts, create the following
D.EQUIPMEN, D.LABOR, D.MATERIAL, D.OTHER and D.SUBCONTR
* The Account Group should be with the same names.
STEP SIX: Non-Stock Items and dependent components.
This will need several other parts created that it depends on before we can create the non-stock item.
Posting Classes
First, go to Posting classes. You can search for it in the global search. Here you will create a new entry
Class ID = M
Description = Materials - Direct Cost
In its general tab, Use COGS Expense account = Posting Class
In its GL Accounts tab, COGS/EXPENSE = [direct material]
Tax Category: Direct Tax
First, go to Tax Categories
Unless you already have one, create a tax Category as Direct Tax
Apply an appropriate tax to it, if you have one.
If you don’t have a direct sales tax, create one in Taxes and apply it to the Direct Tax category. Make sure it has its tax schedule and is assigned to the GL account for sales tax.
Unit of Measure
Go to Unit of Measure. You can find it in the global search.
Add or confirm that you have an “EACH” unit option.
Non Stock Items: Direct Expense
Finally, go to Non-Stock Items, accessible from the Payables menu or the global search.
Click on Add.
Add a new inventory entry.
Inventory ID = M
Description = Material ExpenseFill out the fields in the General tab similar to this image.
Item Class = [n/a]
Type = Expense
Posting Class = M - Materials Direct Cost
Tax Category = Direct Tax
Close PO Line = By Amount
Base Unit = Each
Sales Unit = Each
Purchase Unit = Each
And select the Expense Account in the GL Accounts tab similar to this image.
This will be assigned to the Direct Expense in the RedTeam configuration
Non Stock Items: Indirect Expense
If you don’t already have a Non-Stock Item to represent indirect expenses (not associated with a project), create one. You’ll be Filling out the fields in the General tab similar to this image. We use the Indirect Air Fare inventory as an example title.
Item Class = Indirect
Type = Expense
Posting Class = Indirect Expense
Tax Category = Non Tax
Base Unit = Total
Sales Unit = Total
Purchase = Total
And select the Expense Account in the GL Accounts tab similar to this image.
Choose the GL Account for indirect/non-project expenses, like our Travel example below
Projects Preferences:
Finally, we need to make sure the project preferences are correctly laid out.
General tab:
Approval Tab:
Upgrading Existing Accounts
This is for updating the connection with an Acumatica-connected RedTeam Flex account, which was connected to Acumatica on 2022r2 or earlier, after Acumatica is upgraded to 2023r1.
STEP ONE: Disconnect RedTeam from Acumatica.
Within Redteam, go to the Apps Menu and open the Acumatica app card.
Click the Disconnect button.
STEP Two: Go to Customization Projects and unpublish the old customization and publish the new one. .
In the global search, look for “customization projects” from the Customization Menu. Click through to that.
Unpublish the outdated REDTEAM entry.
Select the latest RedTeam version, which should have its number start with 23, and then click the publish button. If the RedTeam version starting with “23” does not exist, go to the next bullet point
If the “23” version does not exist, import and publish the RedTeam customization project.
Note: You will need to disconnect everyone from Acumatica and restart the service as part of publishing the customization
Download the customization package for 2023r1: CLICK HERE
Go to Customization Projects. You can find it in Acumatica’s global search.
Click Import, select the document REDTEAM[23.107.0022][00.00.01], and import it.
Click the checkbox to the left of the newly uploaded entry and click Publish. This will require restarting the database, removing everyone from access temporarily.
STEP Three: Go to Push Notifications and confirm all of the RTS notifications have a correct Header Value.
Confirm your company ID on the Acumatica App Card in the RedTeam Flex.
In the global search, look for “push notifications” from the Integration Menu. Click through to that.
Search the Destination Name for RTS entries.
Within each of the RTS push notifications, confirm the code in the Header Value as the ID from the end of the URL in Acumatica app card within RedTeam. If the code is missing or incorrect, replace it with the number in the app card and save the updated details.
Repeat this process and confirm all 6 “RTS-PROD” push notifications have a Header Value.
STEP Four: Set the latest endpoint version is being used.
In Acumatica, go to Web Service Endpoints (you can find it with the global search), and confirm that the endpoint version is 22.200.001.
STEP Five: Reconnect Acumatica to RedTeam.
Go back to the RedTeam apps menu and connect the App Card again.
Instance URL – This is your Acumatica website URL.
Shared Secret Value – This is located in Acumatica. Search for and go to Connected Applications, then look for the RedTeam app. The secret value will be in the description of the Secrets tab
Client ID – The alphanumeric code is also located in the details of the RedTeam
Endpoint Name – This should be RTS, but you can confirm it in Acumatica by checking in “Web Service Endpoints”
Endpoint Version – 22.200.001 should be the correct version.
STEP Six: Confirm the Control Accounts are still connected.
In the RedTeam Flex app card for Acumatica, check the Control Accounts.
The critical control accounts with the current version of the integration are:
Accounts Payable
Accounts Receivable
Customer Retainage
Vendor Retainage
Direct Material
Direct Subcontract
Direct Labor
Direct Equipment
Direct Other