ar-health

Acumatica - AR Health Check

A multi-query accounts receivable audit. Run all steps and compile into a single report.

Acumatica mechanics (read first)

• Field names are never guessed. Use only names from describe_entity (or the exact queries below). A wrong name in filter=/select= returns HTTP 500 KeyNotFoundException.
• $orderby is silently ignored. For "most recent", filter a narrow date window and widen (14 -> 30 -> 90 days), then sort client-side: filter="Date gt datetimeoffset'2026-06-22T00:00:00-04:00'" (compute the date from today).
• Decimal literals fail in filters. Amount gt 0 returns "Type conversions are not supported" - drop the numeric clause and filter client-side.
• Paginate. Default top is 50. If a call returns exactly top rows, repeat with skip= until a short page comes back - never report a full page as the complete total.
• Large results may arrive as a file path instead of inline JSON. Read the file and aggregate (jq / Python); do not re-run the query hoping it shrinks.
• Always pass select= with only the fields you need. StockItem and ItemWarehouse are enormous without it.
• Link every document. Render the primary identifier (RefNbr / OrderNbr / ID) as a Markdown hyperlink using the record's browser_url field.
• On any error, read the hint field in the tool response - the server translates common 500s into the corrective action.
• Invoice DueDate filters can be dropped silently by the server - if you filter on DueDate, verify the returned rows actually honor the bound (or query Bill instead for AP). This skill avoids the problem by pulling open invoices and bucketing by DueDate client-side.
• Payment's date field is ApplicationDate, not Date - filtering Payment on Date returns 500.

Step 1 - Open invoices (AR balance)

list_records(
    entity="Invoice",
    filter="Type eq 'Invoice' and Status eq 'Open'",
    select="ReferenceNbr,Customer,Date,DueDate,Amount,Balance,Description",
    top=1000
)