Hi @mjgrice32 

Please take a look at other implementations of CustomerCreditExtension extension (examples provided by the Acumatica in the Site\App_Data\CodeRepository - ARInvoiceCustomerCreditExtension, ARPaymentCustomerCreditExtension, SOOrderCustomerCreditExtension, SOOrderCustomerCreditExtension).

This is an abstract class - which is a kind of template in C# syntax. You inherit this class and receive logic implemented in it inside your child class.

If you don’t need to inherit some parts of this code, you can override affected events to change the logic to the one you need.

Move your custom logic from ServiceOrderEntry_Ext into the child class and get rid of CustomerCreditExtensionProtected - the workaround with PXProtectedAccess attribute allows you to get access to the protected method in the base graph by exposing it in the separate extension. It’s neat, but does not match your use case (as I see it right now).

Well, unfortunately, I am still unable to access the VerifyByCreditRule method, due to protection level.

Here’s the extension class I created following the example I found in the code repository at:  

CodeRepository\PX.Objects\SO\GraphExtensions\SOOrderCustomerCreditExtension.cs

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using PX.Data;
using PX.Objects.AR;
using PX.Objects.CS;
using PX.Objects.Extensions.CustomerCreditHold;
using PX.Objects.FS;


namespace MyNamespace
{
    //***********************************************************************
    // ASG Custom Class:
    // custom extension class that inherits from CustomerCreditExtension.
    // This will allow access to the protected method: VerifyByCreditRules()
    //************************************************************************

    public class ServiceOrderEntry_CustomerCreditExtension : CustomerCreditExtension<
            ServiceOrderEntry,
            FSServiceOrder,
            FSServiceOrder.customerID,
            FSServiceOrder.hold,
            FSServiceOrder.completed,
            FSServiceOrder.status>
    {
        public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();

        // For our purposes, we will never be updating the AR Balances, but the class definition
        // is requiring that we implement this method. So we just create an abstract that does nothing
        // but throws an error which -- since we never call it -- should never happen;
        public override void UpdateARBalances(PXCache cache, FSServiceOrder newRow, FSServiceOrder oldRow)
        {
            throw new NotImplementedException();
        }

        // Again, we were forced to created this method... IDK why, since the example in the repository
        // (found at: App_Data\CodeRepository\PX.Objects\SO\GraphExtensions\SOOrderCustomerCreditExtension.cs
        // doesn't have it implemented. But VS2022 is requiring us to have it, so
        // We simply call back to the Service order Base and get the ARSetup from the cache there.
        protected override ARSetup GetARSetup()
        {
            return PXSelect<ARSetup>.Select(Base);
        }


        // Override other methods if needed



    }

}

Hi @mjgrice32 

I took your latest extension code, and parts from the original message and adjusted them:

using PX.Data;
using PX.Data.BQL;
using PX.Data.BQL.Fluent;
using PX.Objects.AR;
using PX.Objects.CS;
using PX.Objects.Extensions.CustomerCreditHold;
using PX.Objects.FS;


namespace MyNamespace
{
    //***********************************************************************
    // ASG Custom Class:
    // custom extension class that inherits from CustomerCreditExtension.
    // This will allow access to the protected method: VerifyByCreditRules()
    //************************************************************************

    public class ServiceOrderEntry_CustomerCreditExtension : CustomerCreditExtension<
            ServiceOrderEntry,
            FSServiceOrder,
            FSServiceOrder.customerID,
            FSServiceOrder.hold,
            FSServiceOrder.completed,
            FSServiceOrder.status>
    {
        public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManagementModule>();

        //***********************************************************************
        // Andrii Tkachenko: This method WILL be called - Verify calls it at the end of its process.
        // Leaving throw new NotImplementedException() will break your code.
        // If you don't know what to do here, just leave it empty for now.
        // And later on, maybe you will find use for it.
        // You can also check other children of CustomerCreditExtension for ideas how UpdateARBalances can be implemented.
        //************************************************************************
        public override void UpdateARBalances(PXCache cache, FSServiceOrder newRow, FSServiceOrder oldRow)
        {

        }

        // Again, we were forced to created this method... IDK why, since the example in the repository
        // (found at: App_Data\CodeRepository\PX.Objects\SO\GraphExtensions\SOOrderCustomerCreditExtension.cs
        // doesn't have it implemented. But VS2022 is requiring us to have it, so
        // We simply call back to the Service order Base and get the ARSetup from the cache there.
        //***********************************************************************
        // Andrii Tkachenko: I agree, you have to make it.
        // SOOrderCustomerCreditExtension is also marked as abstract class - meaning, it's another "template" class,
        // that is inherited by some other class, which (assuming it's not another "template") should have this method implemented.
        // For example, SOOrderCustomerCredit is a child class of SOOrderCustomerCreditExtension and it implements this method like so:
        // return base.Base.arsetup.Current;
        // Just keep it like you did. I made it the same as SOOrderCustomerCredit, but you can keep your previous version.
        //***********************************************************************
        protected override ARSetup GetARSetup()
        {
            return PXSetup<ARSetup>.Select(Base);
        }

        //***********************************************************************
        // Andrii Tkachenko: I copied this event from your ServiceOrderEntry_Ext example at the 1st message of the topic, as-is
        // This is an example that you can now use your 
        //************************************************************************
        protected virtual void _(Events.FieldUpdated<FSServiceOrder, FSServiceOrder.customerID> e)
        {
            {
                FSServiceOrder serviceOrder = (FSServiceOrder)e.Row;
                CreditVerificationResult result = CheckCustomerCreditStatus(serviceOrder);

                if (result != null && result.Failed)
                {
                    // Handle the credit verification failure
                    ApplyCreditVerificationResult(result);
                }
            }
        }

        //***********************************************************************
        // Andrii Tkachenko: I copied these from your ServiceOrderEntry_Ext example at the 1st message of the topic, as-is
        // Update if needed
        //************************************************************************

        // Method to check customer credit status
        public CreditVerificationResult CheckCustomerCreditStatus(FSServiceOrder serviceOrder)
        {
            PXCache cache = Base.Cachesstypeof(FSServiceOrder)];
            Customer customer = GetCustomer(cache, serviceOrder);
            if (customer == null) return null;
            CustomerClass customerClass = GetCustomerClass(cache, customer);

            if (customer != null && customerClass != null)
            {
                return VerifyByCreditRules(cache, serviceOrder, customer, customerClass); // Andrii Tkachenko:
                                                                                          // note that this method is available for you
                                                                                          // without any additional code,
                                                                                          // because you inherited from CustomerCreditExtension
            }

            return null;
        }

        private Customer GetCustomer(PXCache cache, FSServiceOrder serviceOrder)
        {
            return SelectFrom<Customer>
                   .Where<Customer.bAccountID.IsEqual<@P.AsInt>>
                   .View.Select(Base, serviceOrder.CustomerID).TopFirst;
        }

        private CustomerClass GetCustomerClass(PXCache cache, Customer customer)
        {
            return SelectFrom<CustomerClass>
                   .Where<CustomerClass.customerClassID.IsEqual<@P.AsString>>
                   .View.Select(Base, customer.CustomerClassID).TopFirst;
        }

        private void ApplyCreditVerificationResult(CreditVerificationResult result)
        {
            if (result != null && result.Failed)
            {
                // Handle the credit verification failure (e.g., place the order on hold, show a warning, etc.)
                // throw new PXException(result.ErrorMessage);
            }
        }

        // Override other methods if needed
    }

}

I’ve also left comments for you to explain what I did and why. I start all of them with my name (Andrii Tkachenko), so you can easily find and highlight them.

Did you complete this customization @jgrice32 ? I have previously, and can break it all apart into a customization project if needed. I have extended a lot of the workflows to our business requirements, so it wouldn’t be something that I could easily copy/paste out.

Keith, thanks for the response.

Yes, thanks to the sample code Andrii provided above, I was able to figure out how to do my customization.