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Unable to Create Custom Button in Screen Editor (SO301000)

  • September 26, 2025
  • 1 reply
  • 35 views
R

I’m trying to add a custom Cancel button on the Sales Orders screen (SO301000) using the Customization Project Editor.

Steps I took:

  • Opened the project → Screen Editor → SO301000

  • Expanded DataSource: SOOrderEntry → Toolbar → Standard

  • Tried Add Controls → Button under the Standard toolbar

Issue:
When I drag/drop or select “Button,” nothing shows up in the tree (the button doesn’t get created).

Has anyone faced this before? Am I missing a step to actually insert the new button into the toolbar?

Best answer by Abhishek Niikam

Hello ​@rmore49 

To add a Custom Cancel button in Sales Orders (SO301000):

1. Extend the Sales Order graph (SOOrderEntry):

public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry>
{
    public PXAction<SOOrder> customCancel;

    [PXButton(CommitChanges = true)]
    [PXUIField(DisplayName = "Custom Cancel")]
    protected virtual IEnumerable CustomCancel(PXAdapter adapter)
    {
        //add your logic
        Base.Clear(); // reloads record and discards unsaved changes
        return adapter.Get();
    }
}

 

3. Publish customization.

I hope it helps!

 

 

    1 reply

    A
    Jr Varsity II
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    • Abhishek Niikam
    • Jr Varsity II
    • Answer
    • September 26, 2025

    Hello ​@rmore49 

    To add a Custom Cancel button in Sales Orders (SO301000):

    1. Extend the Sales Order graph (SOOrderEntry):

    public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry>
    {
        public PXAction<SOOrder> customCancel;

        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Custom Cancel")]
        protected virtual IEnumerable CustomCancel(PXAdapter adapter)
        {
            //add your logic
            Base.Clear(); // reloads record and discards unsaved changes
            return adapter.Get();
        }
    }

     

    3. Publish customization.

    I hope it helps!

     

     

    Abhishek Nikam https://www.linkedin.com/in/abhisheknikam3
    V
    Chris Hackett
    DipakNilkanth
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