Develop Customizations

Hi I have a working customization on the sales order screen which automatically creates a new line with item “NON-RETURN FEE” if the item class of the previous line is “CYLINDERS”. This then also populates the quantity of the line above to the NON-RETURN FEE line and also copies a UDF value from the given item to this auto generated line. This functionality works but the records gets auto-populated only on pressing the save button. How can I immediately get the “NON-RETURN FEE” line populated? For example straight after the quantity field of the previous line gets updated? I tried a fieldupdated event handler but this did not work either. Please let me know the best approach, thank you!Example below of what the generation looks like on sales order line:

When we create purchase orders with vendors that require “manual” online purchase (amazon for example) we want to be able to paste a direct link to the order from the vendors website within the PO.So i want to add an editable custom field where we can paste the links but i would like it to be a hyperlink.

I completed

Hello everyone!I’ve recently been upgrading several custom pages—and extensions of standard pages—to the Acumatica Modern UI. Below is a collection of notes, lessons learned, and practical tips that I hope will help others going through the same process. If you have additional insights or best practices, please feel free to add them in the comments!  1. Quick-Start Process for Converting Classic Forms to Modern UIThe process flow for converting Classic forms is not always intuitive. Here is a simplified guide to get your custom forms converted quickly. (Note: For extensions of standard forms, I’ve had the most success creating the Modern UI files manually and then moving them into the development folder.)Steps:In your web.config, set the screenConverter attribute shouldFilesbeDownloaded="False". Navigate to your custom form

Hi everyone,We’re running into a strange issue and I’m hoping someone here has faced something similar.In our environment, we have a Test site and a Production site. The expectation, of course, is that publishing a customization package (CPE) to Test should not impact anything in Production. However, we are noticing situations where: A field added and published only in Test suddenly appears in Prod Customization packages in Prod seem to get unpublished and republished automatically With 3–4 developers working simultaneously on different customization projects, it’s becoming difficult to trace the root cause We are trying to understand: Is there any scenario where publishing to Test can affect Production indirectly? Has anyone experience

Hi,When attempting to redirect to my custom screen using PXRedirectRequiredException, Acumatica throws the error ‘You have insufficient rights to access the object.’I have verified that the user has Grant All permissions on both the screen and the graph, and the user can open the screen directly in the UI without any issues. What else could cause this error during programmatic redirection?

Does anyone know what might be causing this issue? I hadn’t published this project before on this instance. I downloaded it via Git, changed the site paths, built it, created a customization project, and uploaded the data from the folder.On another PC, this project publishes without any issues.Text:[2025-12-12 08:23:41.342] Failed to load types from the PX.BarcodeProcessing assembly with the message: Method 'GetBqlTableSystemData' in type 'PX.BarcodeProcessing.ScanHeader' does not have an implementation.[2025-12-12 08:23:41.369] Failed to load types from the PX.Objects.AM assembly with the message: Method 'GetBqlTableSystemData' in type 'PX.BarcodeProcessing.ScanHeader' does not have an implementation.[2025-12-12 08:23:41.370] Failed to load types from the PX.Objects assembly with the message: Met

I’m trying to create a attribute that records every time a specific Sales Order gets rejected. I thought to use a Field Update in the action field on a Customization project to create a running counter, however, I only get the error: “Specific Cast is not valid.” Is there a simple way to do this, or no?

I have a simple html file hosted in the same url as acumatica:http://{host}/{site}/Frames/Tools/pod/pod.htmlThis an html file in acumaticas website. I want to put this in a site map and the acumatica  menu.I have an entry in my site map as follows: But it’s not showing up in the menu and even when I manually put the site id it redirects me to screenid=00000000 i.e the home screen. Is there a way for a site map entry to point to a url?

I’m working on creating a Sales Order and running into an issue with negative inventory on Shipments.“Sell Negative” is already set to true in the Item Class, so the Sales Order is created successfully. However, when I go to the Shipment screen, the system only generating auto the quantity that is currently available for shipping. I need to overship/ship a negative quantity, but the Shipped Qty field is restricted to the available amount. When i am adding manually the qty worked fine. I want to make it like when i click on create shipment button the system should populate the correct data not only shipmnet avialble.I’m stuck at this step.Can someone please guide me through the correct process for handling negative inventory on Shipments and how to resolve this issue?

Hi all, I need to change the Default Fin Period on the Reverse and apply action. Needs to default the the current open Period.  I developed this below and it works. Does it look right?  I have not made a lot of these changes.Thank you using System;using System.Collections;using PX.Data;using PX.Objects.AR;using PX.Objects.GL;using PX.Objects.GL.FinPeriods;using PX.Objects.GL.FinPeriods.TableDefinition;public class ARInvoiceEntry_Ext : PXGraphExtension<ARInvoiceEntry>{ [PXOverride] public virtual IEnumerable ReverseInvoiceAndApplyToMemo( PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod) { var result = baseMethod(adapter); ARInvoice memo = Base.Document.Current; if (memo != null && memo.DocType == ARDocType.CreditMemo

i need to add buttons on mobile app. In web version i have this. How i can do this in mobile app?

Hi is there a method in acumatica where I can set the cursor to be defaulted to a specific field on a screen in Acumatica once the page is loaded?I have investigated and found a link to this idea post but could not locate more information regarding this:Thank you!

I have a custom smart panel with a grid inside it, and I need to focus the cursor on a specific field in the first row of this grid when the panel opens, as if I had clicked on that field. Does anyone know if this is possible to implement?To be more specific, let’s take the grid on the TASKS tab from the PM301000 screen as an example. Is it possible to make it so that when this tab is opened, the system automatically behaves as if the first row’s Rate Table column has been clicked, just like in the screenshot? 

Hello!I’m looking for some help resolving an error I am seeing with a customization project I created that adds new fields to the Stock Item screen > Packages tab.The error I am getting is: An error occurred during processing of the field Freight Included: Specified cast is not valid..Here is what the Trace specifies: Error: An error occurred during processing of the field UsrFreightIncluded: Unable to cast object of type 'System.Decimal' to type 'System.String'.. Below is part of the code giving me the issue. public class InventoryItemExt : PXCacheExtension<InventoryItem>{    #region UsrFreightIncluded    [PXDBDecimal(2)]    [PXDefault(TypeCode.Decimal,"0.00")]    [PXUIField(DisplayName = "Freight Included")]    public virtual string UsrFreightIncluded { get; set; }    public abstract clas

I’m working on a customization for a Process Screen in Acumatica and ran into an issue related to correct pagination when using a View Delegate.Here is the goal:I need to build a View where for each Equipment I calculate the maximum Appointment date. This part works fine using a Projection.Next, I need to calculate the difference between the Business Date and the Max(AppointmentDate) for each Equipment.Then I need to filter records where this difference is greater than 10 days.Since filtering by a computed value cannot be done within the Projection, I implemented the filtering inside a View Delegate.The problem is that when I filter the records in the Delegate, Acumatica receives fewer records than expected. As a result, the StartRow and pagination logic break, because the system still thinks the dataset contains more rows than what I actually return.What is the correct way to implement filtering based on a calculated value (differenc

Hi Everyone,I'm working on version 25 R1 and have implemented logic to generate an auto-numbering sequence for a custom field (Batch Nbr) on a custom screen.However, when I apply the AutoNumber attribute to the BatchNbr field, the value gets cleared whenever I select any other field in the header section. The numbering is not being generated as expected.Note: The same code works correctly in 24 R1, so this issue appears to be specific to 25 R1.Could you please guide me on what might be causing this issue or if there are any changes in 25 R1 related to AutoNumbering? DAC Field: [Serializable][PXCacheName("NBBLCBatchLabel")][PXPrimaryGraph(typeof(NBBatchLabelMaint1))]public class NBBLCBatchLabel : PXBqlTable, IBqlTable{#region BatchNbr [PXDBString(15, IsK

#region UsrContactID        public abstract class usrContactID : BqlInt.Field<usrContactID> { }        [PXDBInt()]        [PXSelector(typeof(Search<Contact.contactID,            Where<Contact.bAccountID, Equal<Current<FSEquipment.ownerID>>,                And<Contact.isActive, Equal<True>,                And<Contact.contactType, Equal<ContactTypesAttribute.person>,                And<Match<Current<AccessInfo.userName>>>>>>>),            new Type[]            {                typeof(Contact.displayName), typeof(Contact.salutation), typeof(Contact.eMail), typeof(Contact.phone1)            },            SubstituteKey = typeof(Contact.displayName)        )]        [PXFormula(typeof(Default<FSEquipment.ownerType>))]        [PXUIEnabled(typeof(Where<FSEquipment.ownerID, IsNotNull>))]        [PXUIVisible(typeof(W

We have a customization to a screen that needs to be upgraded to modern UI.  The only thing that is different in the customization vs. the default screen is the graphType.  This particular customization required us to create a completely new graph vs. a graph extension but no changes to screen layout.How would I create a Typescript extension that only changes the graphType value?  I actually got this to work by just changing the default GL504500.ts file and compiling but that doesn’t feel like the right way to do this as it could get overwritten by future Acumatica updates.// #####################################################// C:\inetpub\wwwroot\AcumaticaCCS\FrontendSources\screen\src\screens\GL\GL504500\GL504500.ts// #####################################################import { PXScreen, createSingle, createCollection, graphInfo, PXPageLoadBehavior, PXView, PXFieldState, PXFieldOptions, linkCo

FSServiceOrder fsServiceOrderRow = new FSServiceOrder();                    fsServiceOrderRow.SrvOrdType = group.Key.ServiceOrderType;                    fsServiceOrderRow = serviceOrderEntry.ServiceOrderRecords.Current = serviceOrderEntry.ServiceOrderRecords.Insert(fsServiceOrderRow);                    fsServiceOrderRow.BranchID = group.Key.UsrServiceBranchID;                    fsServiceOrderRow.BranchLocationID = group.Key.UsrBranchLocationID;                    fsServiceOrderRow.CustomerID = group.Key.OwnerID;                    fsServiceOrderRow.ProjectID = group.Key.UsrServiceProjectID ?? ProjectDefaultAttribute.NonProject();                    fsServiceOrderRow.LocationID = group.Key.CustomerLocationID;                    fsServiceOrderRow.DocDesc = group.Key.DescrEqType;                    fsServiceOrderRow.ContactID = group.Key.UsrContactID;                    serviceOrderEntry.ServiceOrderRecords.Update(fsService

I recently had the need to style a textbox in Modern UI based on the value of another field.Acumatica provides an example for styling grid rows here, but the GetRowCss / GetCellCss events do not seem to work for regular form fields. Not knowing TypeScript / JavaScript better, I spent some time trying different ways of doing this, but ended up with this fairly basic HTML block in a screen extension:<template> <style> [data-rating="green"] input { background-color: #155724 !important; } [data-rating="yellow"] input { background-color: #856404 !important; } [data-rating="red"] input { background-color: #721c24 !i

Hi everyone,I want to customize a particular screen in Acumatica but only for one specific user  not for all users and not by role.I’m trying to do things like hide certain fields/tabs or rearrange the layout, but only for this single user’s account. I know about standard Customization Projects, but those apply system-wide or by role, not per individual user.Is there a proper way to do it? Thanks 

I am trying to add a custom field to the PO505000 (Create Purchase Orders) screen, but when I click the “customize existing screen” button in the project editor and then go to the screen to edit it, I am getting the error shown below: I have tried publishing the project after adding the screen but that has not worked. I have also tried removing the screen, publishing the project, and adding it back into the project but that has also not helped. Any ideas on things I can try would be greatly appreciated!

Hi all,I need your help if posible with two calculate fields (UsrBajioRefNbr, UsrBBVARefNbr). I created these 2 fields in a Customer DAC extension (CustomerEGSAExtension) because I need to calculate its values based on Customer.AcctCD field passed to some helper static method included in BankDigits class, which contain a simple algorithm to obtain the necesary result values. However, I still don´t have the expected values...Firstly, I tried this using PXFormula, but I couldn’t. This way didn’t work for me in this scenario.Then, I implement RowSelecting in CustomerMaint graph extension (CustomerMaint_GCBankRefExtension) to calculate or fill those DAC field values (not bound to specific database columns):#region Row Event Handlersprotected virtual void _(Events.RowSelecting<Customer> e){ using (new PXConnectionScope()) { Customer custm = e.Row; if (custm != null &am

Hi all,I am trying to override the ShipmentScheduleSelect data view declared in SOShipmentEntry. This data view has two optional parameters and five required parameters, so in my graph extension I define a data view delegate with 7 parameters of exactly the same types as the data view. As far as I understand, this is all that’s necessary. It shouldn’t be necessary to redefine the data view itself because I am not referring to the data view in the delegate.But I can’t get my delegate invoked. Please see below code snippets of the original data view and my delegate. What am I doing wrong?Thanks,Ben. public PXSelectJoin<SOShipmentPlan, InnerJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOShipmentPlan.planID>>, InnerJoin<SOLine, On<SOLine.orderType, Equal<SOLineSplit.orderType>, And<SOLine.orderNbr, Equal<SOLineSplit.orderNbr>, And<SOLine.lineNbr, Equal&lt