How to Automatically Populate Service Order Detail Line Based on Item Set in Service Order Type Screen

Hello ​@tharidhiPerera If your fields populating values & disappears then set CommitChanges = True for UDF fields & Once debug the code to make sure values for fields are showing correctly.
If not work then we can modify your snippet.

Hi,

As I noticed your UDF is string but InventoryID is int

Correct DAC type should be:

[PXDBInt]
[PXSelector(typeof(Search<InventoryItem.inventoryID>),
            SubstituteKey = typeof(InventoryItem.inventoryCD),
            DescriptionField = typeof(InventoryItem.descr))]
[PXUIField(DisplayName = "Default Service Item")]
public virtual int? UsrDefaultServiceItemID { get; set; }

This removes conversion issues.

Also try to Insert detail line in SrvOrdType_FieldUpdated

Add this to your ServiceOrderEntry extension: (this is just example you can modify the code based on your requirements)
 

protected void FSServiceOrder_SrvOrdType_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
    var serviceOrder = (FSServiceOrder)e.Row;
    if (serviceOrder == null) return;

    // Clear existing lines
    Base.ServiceOrderDet.DeleteAll();

    // Read srvOrdType record
    var srvType = PXSelect<FSSrvOrdType,
        Where<FSSrvOrdType.srvOrdType, Equal<Required<FSSrvOrdType.srvOrdType>>>>
        .Select(Base, serviceOrder.SrvOrdType);

    if (srvType == null) return;

    var srvTypeExt = srvType.GetExtension<FSSrvOrdTypeExt>();
    if (srvTypeExt?.UsrDefaultServiceItemID == null) return;

    // Insert new service line properly
    var newLine = new FSSODet()
    {
        LineType = ID.LineType_Service.SERVICE, // or "SERVI" if custom
        InventoryID = srvTypeExt.UsrDefaultServiceItemID
    };

    // System defaulting logic will populate billing rule, description, etc.
    Base.ServiceOrderDet.Insert(newLine);
}
 

Hi ​@Abhishek Niikam and ​@shushanna34  thank you for your suggestion I set the commit change value to true in my UDF in service order type screen and also changed it to [PXDBInt] but the values are not setting. Item ID is now being stored correctly. Thanks!

Hello ​@tharidhiPerera Try RowUpdated event:
 

protected virtual void _(Events.RowUpdated<FSServiceOrder> e)
{
    var order = e.Row;
    var old = e.OldRow;
    if (order == null || old == null) return;

    if (order.SrvOrdType == old.SrvOrdType)
        return;

    var srvType = PXSelect<FSSrvOrdType,
        Where<FSSrvOrdType.srvOrdType,
        Equal<Required<FSSrvOrdType.srvOrdType>>>>
        .Select(Base, order.SrvOrdType);

    var ext = srvType?.GetExtension<FSSrvOrdTypeExt>();
    if (ext?.UsrDefaultServiceItemID == null)
        return;

    if (Base.ServiceOrderDetails.Select().Count > 0)
        return;

    var line = (FSSODet)Base.ServiceOrderDetails.Cache.CreateInstance();
    line.LineType = ID.LineType_Service;

    line = Base.ServiceOrderDetails.Insert(line);

    Base.ServiceOrderDetails.Cache.SetValueExt<FSSODet.inventoryID>(
        line, ext.UsrDefaultServiceItemID);

    Base.ServiceOrderDetails.Cache.Update(line);
}

I hope it helps!

​@tharidhiPerera ,
Hi, Can you try to write your code on RowInserted or FieldDefaulting event and for value assignment use cache.SetValueExt like this.  

cache.SetValueExt<FSSODet.lineType>(row, "SERVI");

cache.SetValueExt<FSSODet.inventoryID>(row, inventoryID);

Hi there,
I noticed that the default service item is stored as a string and then parsed to an int when assigning InventoryID. Would it make sense to store this field as PXDBInt with an Inventory selector instead?

Also, since InventoryID is being assigned directly in RowInserting, could this be why the value appears briefly but doesn’t persist and the description is not populated? Would using SetValueExt (or defaulting the line when the Service Order Type is selected) be the recommended approach here?

 protected void FSSODet_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
    {


      var row = (FSSODet)e.Row;
    if (row == null) return;

    // Only process rows that were just inserted and don't have values yet
    if (row.InventoryID != null || row.LineType != null) return;


    var status = cache.GetStatus(row);
     if (status != PXEntryStatus.Inserted)
    {
        return;
    }

    var serviceOrder = Base.ServiceOrderRecords.Current;
    if (serviceOrder == null || string.IsNullOrEmpty(serviceOrder.SrvOrdType)) return;

    // Get service order type
    FSSrvOrdType serviceOrderType = PXSelect<FSSrvOrdType,
        Where<FSSrvOrdType.srvOrdType, Equal<Required<FSSrvOrdType.srvOrdType>>>>
        .SelectSingleBound(Base, null, serviceOrder.SrvOrdType);

    if (serviceOrderType == null) return;

    var srvTypeExt = serviceOrderType.GetExtension<FSSrvOrdTypeExt>();
    if (srvTypeExt?.UsrMAINServItemID == null) return;

    // Use SetValueExt
    cache.SetValueExt<FSSODet.lineType>(row, "SERVI");
    cache.SetValueExt<FSSODet.inventoryID>(row, srvTypeExt.UsrMAINServItemID);
    }

I have updated the event handler to RowSelected as per above code, this now sets the values correctly but on save it gets removed, clicking on the grid again makes it reappear. Is there a grid setting to be added as well. Thank you for all the suggestions ​@Abhishek Niikam ​@noorula77 ​@VaheGhazaryan !

​@tharidhiPerera ,

     Try RowInserted or FSSODet_InventoryID_FieldDefaulting . Hope this will work.

​@tharidhiPerera,

This logic should be moved to a data-modifying event such as RowInserted, RowUpdated, or SrvOrdType_FieldUpdated, and the field values should continue to be assigned using SetValueExt so that the system defaulting and persistence logic is triggered correctly.