Specify the Default Account of an Account Group

By using the REST API, you can specify the default account of an account group on the Account Groups (PM201000) form.

System Preparation

Before you test the code below, you need to configure your client application and the MYOB Acumatica instance to be used as follows:

Deploy a new MYOB Acumatica instance with the U100 dataset. For details on deploying an instance, see Instance Deployment: To Deploy an Instance with Demo Data.
On the Enable/Disable Features (CS100000) form, make sure the Projects feature is enabled.
To sign in to the instance in the client application, use the tenant name (which you specified when you created the instance) and the HEADOFFICE branch.
If you are using Postman as the client application for testing, in the IntegrationDevelopmentGuide.postman_collection.json collection, make sure that the collection’s variables have the proper values. This collection is located in the IntegrationDevelopment\Help folder of the Help-and-Training-Examples repository on GitHub.

Request

You can use the following request example to specify the 40000 account as the default account of the ACCG02 account group through the contract-based REST API.

Tip: In the request example below, <MYOB Acumatica instance URL> is the URL of the MYOB Acumatica instance (such as https://my.acumatica.com/MyInstance). You can omit the instance name in the URL (that is, you can use https://my.acumatica.com) if the instance is installed in the root of the website.

PUT / HTTP/1.1
Host: [<MYOB Acumatica instance URL>]/entity/Default/24.200.001/AccountGroup
Accept: application/json
Content-Type: application/json

{
  "DefaultAccountID" : {"value" : "40000"},
  "AccountGroupID" : {"value" : "ACCG02"}
}

Usage Notes

By using the REST API, you can create, modify, and remove account groups. For more information about account groups, see Account Groups: General Information.

The AccountGroup entity supports the creation, retrieval, update, and removal of the entity itself; however, you cannot modify the list of accounts of a particular account group by using the AccountGroup entity. Instead, you have to use the AccountGroup property in the Account entity. You can use the DefaultAccountID property of the AccountGroup entity to specify the default account for the group.

Attention: The removal of the default account from the group does not cause the DefaultAccountID property to be updated automatically. If you remove the default account from the group, you have to update the DefaultAccountID property.

You may use the following sequence of requests while working with account groups: