2021 R1 Enable Locked Fields

Hi @cshaheen26 I have modified your package and it is working as expected now. 

Please find the attached package and screenshot for your reference.

Let me know if this is working for you as well.

Hi @Michael Hansen Sorry… That was my bad. I have given an example from 2020 R1.

We can even enable the fields in 2021 R1 using workflow mechanism and I have enabled “Order Date“ field when Sales Order is in Shipping status.

Below are the steps and  hope this help!!

Okay @cshaheen26  Will check and will share the new package here.

Hi,@livl Sometimes what looks like a simple change is not so simple.  Based on your basic description of what you are asking, it doesn’t seem too hard.  However, there are some situations where a work flow cannot do what you need and code is required.  It may only be 5 lines of code...but it just might not be possible with a workflow.  I’ve seen this quite a bit.

Regarding the fee to do the customization, I’ve never seen anyone post in this forum anything about pricing for customizations.  I think it is kind of a taboo subject as many members of the forum do it for a living.  However, that being said, did you mean to type 5K?  Or is that a typo? 

5k, does seem a bit high, but if your system is highly modified, maybe not. @Joe Schmucker is correct that SOME fields are a real chore to enable. You should be able to test this on your end to see if this field can be easily enabled.

1. Open Customization Projects, and EXPORT the one you intend to work on, so you have a backup. If you fail at any following step, re-import the backup and pretend you were never here. I assume you know how to publish & unpublish, if not then you should pay someone as customizations are the fastest way to break your system. (I would know, I’ve done terrible things to mine that required us to remotely unpublish as we couldn’t even log in)

2. Follow the steps in the part marked BEST answer in this thread. If you don’t see your screen, add it under the SCREENS heading.
    
3. Find the post from Naveen about adding in the code in this thread, you DO need to set the enabled flag, which he shows you how to do. The “hard” part is ensuring you’re targeting the objects as Naveen is likey not targeting what you need specifically. Side Note: Naveen is awesome and will always keep you going down the right path.
    
4. Once you have the field on the workflow under the completed/closed/released/whatever status & the code is enabled, then you can publish and see if the field is unlocked for you.

@cshaheen26  Will check and let you know.

Hi @cshaheen26  I have modified your customization and I can able to EDIT the custom field even after releasing the Invoice document.

Attached screenshot and customization package for your reference.

Hi @cshaheen26  I have modified your customization and I can able to EDIT the custom field even after releasing the Invoice document.

Attached screenshot and customization package for your reference.

 

Hi Naveen, I know this post is relatively old, but I got the following error while trying to follow along.

I want to enable the External Reference number on the Open, Pending Approval and Awaiting Payment status.
I added them in the Workflow Engine, but trying to use the code structure you gave leads to this error:
 

Any Idea of what I am doing wrong. I tried edCustomerRefNbr as well.
If I check with Inspect Elements or even on the field within the Customization package the format should be SOOrder.CustomerRefNbr

Disregard. The issue was SOOrder.CustomerRefNbr needs to be lower case when in <> brackets.

SOOrder.customerRefNbr 

As soon as shipment created and Sales Order will be moved to the “Shipping” and all the document fields will go the non-editable mode.

To enable these fields, we need handle in 2 place.

• Code Level
• Automation Steps screen level

Code Level: We need have a Row_Selected event to enable fields. please find the sample code below.

protected virtual void SOOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
        {
            InvokeBaseHandler?.Invoke(cache, e);
            SOOrder row = e.Row as SOOrder;
            if (row != null)
            {  
                    PXUIFieldAttribute.SetEnabled<SOOrder.Date>(cache, row, true);

            }
        }

Automation Steps: Please find the screenshot for reference.

Hope this helps!!

If you’re ever in Oregon, I owe you a beer good sir! I found the workflows, but didn’t think to make a new one (which explains all my greyed options). 

LOL BTW… I’m from India… I'm happy that I helped you on this :) 

Hi @Naveen B , I’m trying to follow your steps to unlock the Customer Order Nbr field on the SO Invoice screen after the invoice has been Released (in Open status). Below are my settings in my customization package but it’s not working. Could you take a look and help me see what I’m missing?

 

Hi @cshaheen26  The workflow configuration is looks good to me.

Apart from this, we also need to enable from code level, then only fields will be enabled on the screen. Here is code and screenshots for your reference.

protected virtual void ARInvoice_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
        {
            InvokeBaseHandler?.Invoke(cache, e);
            ARInvoice row = e.Row as ARInvoice;
            if (row != null)
            {  
                    PXUIFieldAttribute.SetEnabled<ARInvoice.invoiceNbr>(cache, row, true);

            }
        }

Hi @Naveen B, unfortunately that Code is failing the Validation.
 

Hi @cshaheen26 It seems that you have done something wrong, can you please attach that customization package here.

@Naveen B here ya go. This package does not include the Code you suggested yet.

@Naveen B You are the BEST!! Thank you so much :)

 Thank You! @cshaheen26  I'm glad that I helped you on this :)

Hi! 

I am being charged 5000 to enable my invoice screen to update the default sales person on an invoice once the invoice is released. Salesperson getting credit changes all the time! 

It looks like it should be a straight forward workflow change. I do not have the ability to code myself in ACUMATICA but this seems like highway robbery. Thoughts? 

This question relates to 2021.  I actually do have the same type of question but it actually is for 2020 R2.  I am going to post another question to the forum which is basically the same as @Michael Hansen’s but since this thread has been “answered” I want to see if I can get my question in 2020 R2 with an Automation Step.

I know this is an old post, but I am curious as to why the need for both code and workflow?  Isn’t the point of workflow to be a no code solution?  It also seems redundant to enable it using workflow and code.  

Hi @cshaheen26  I have modified your customization and I can able to EDIT the custom field even after releasing the Invoice document.

Attached screenshot and customization package for your reference.

 

Hi Naveen, I know this post is relatively old, but I got the following error while trying to follow along.

I want to enable the External Reference number on the Open, Pending Approval and Awaiting Payment status.
I added them in the Workflow Engine, but trying to use the code structure you gave leads to this error:
 

Any Idea of what I am doing wrong. I tried edCustomerRefNbr as well.
If I check with Inspect Elements or even on the field within the Customization package the format should be SOOrder.CustomerRefNbr

Hi @Naveen B I’m trying to enable a custom field after the invoice has been released. I tried copying the package you previously sent me but my package fails validation noting that the custom field does not exist in the table. Do I maybe need to split my configuration into 2 packages?

Attached is my package I’m working on.

I appreciate any and all suggestions/help!

HI @Michael Hansen  You wanted to change the Sales Order date field, when Sales Order is in “Shipping” status?

Among other fields yes. Right now, all my dates get locked once a shipment is created, I want to be able to modify those dates. This used to be handled through automation steps. If anyone knows how or has a guide I can use, that’d be aces!