Symptom / Cause
While refreshing a report, an error message will appear if you do not have the correct Acumatica access rights to one or more inquiries needed by Velixo Reports:
Excerpt from the error messages:
An error occurred while refreshing data form... The remote server returned an error: (403) Forbidden.
Please ensure that you have the necessary access rights to that inquiry. The data that was previously cached will be used.
The inquiries used by Velixo Reports are created in the Data Views folder (or the Hidden folder, if using Acumatica 2019 R1 or earlier) of the site map, and inherit the permissions set on the folder. By default, every role has access to this folder. However, your system administrator may have defined access rights that will be inherited by the Velixo Reports inquiries.
See Configuring Access Rights for details about confirming the access rights that are assigned to the Velixo Reports inquiries, and how to work with those rights.
Optionally, follow these steps to check if the Generic Inquiries that are exposed to OData can be accessed by a specific user:
In a web browser, enter the OData URL in the following format: Instancename/odata/CompanyName.
NOTE: CompanyName is necessary in case there are multiple companies in the same instance.
Enter the credentials for accessing the ERP instance.
NOTE: You must use the [email protected] format when accessing the OData URL).
A list of Generic Inquires that are exposed to OData will appear, in XML format.
Review the list of Generic Inquiries, then ensure that all the inquiries named VelixoReportsPro-**** that have been setup in your system are shown in the list: