Develop Customizations

Hello, I’ve added 2 new buttons to a custom grid. An up arrow and a down arrow. I would like to be able to move row items up and down the grid. The sequence controls the order in which the sites/warehouses are checked in my code. A screen shot is above. The arrows button are highlighted. I have a field called ‘OrderNumber’ which stores the sequence of the items.The RETAIL site is selected in the grid and I will press the Up Arrow button. ..After pressing the up arrow button, my code has changed the values in the Order Number field, and the Save button is now available. But the grid has not been refreshed. If I click on the refresh button nothing happens. If I click on the Save button…....the page and data is refreshed and the grid is reordered.  The view which provides data to the grid looks like thispublic SelectFrom<PinnSitePriority> .Where<PinnSitePriority.siteid.IsEqual<INSite.siteID.FromCurrent>>.OrderBy<PinnSitePriority.orderNumber.Asc>.View vie

Hi all,we have 3 tenants in our erp instance as below.Company (prod) uat2 test instanceout of these three, company tenant is being used as the production while other two tenants for testing purposes. Normally, We do our customizations into uat2 tenant, after testing and if it is ok, we publish the customizations into multiple tenants from uat2 to be applied them in the other tenants as well. We have done some customizations recently only for the uat2 tenant, but never published it to other tenants. However, without publishing from uat2 to all tenants, some of customizations have been applied in the company tenant as well. The issue is how it can be happened without giving ‘publish into multiple tenants’ from uat2? Can someone provide me a solution on this?Thank you.

Hi everyone,Just recently learned how to customize projects in Acumatica. Have done a few things successfully; however, I’m currently stumped on summing time fields in acumatica. Currently trying to have a Total Mon,tues,wed,thurs,friday field displayed in the timecard screen.I tried using the following PXFormula attribute to sum the hours in Mon field and place it into Monday total.What I used:[PXTimeList]        [PXDBInt][PXFormula(typeof(SumCalc<EPTimeCardExt.usrMondayTotal>))][PXUIField(DisplayName = "Mon")]I tried using this and well it completely broke the timecard screen. I tried this out based off what I saw online, but clearly I did something wrong.On acumatica web page there is the following:[PXFormula(    null,    typeof(SumCalc<Document.totalCost>))]public virtual Decimal? ExtPrice { get; set; }public abstract class extPrice : PX.Data.BQL.BqlDecimal.Field<extPrice> { }} This was used to calculate total cost so I’m not sure if I should have used the PXFormu

Hello, I have created a custom grid which stores a list of warehouses. I have a requirement to perform a couple of checks. 1. The warehouse in the list cannot be the same as the selected warehouse. 2. A warehouse shouldn’t be entered into the list twice. I’ve added these checks onto the RowSelected event, everything appears to work fine, the red cross appears on the row with the problem and on the tab. I’ve used this code to raise the error:e.Cache.RaiseExceptionHandling<PinnSitePriority.prioritySiteID>(e.Row, inSite.SiteCD, new PXSetPropertyException(errDuplicateWarehouse, PXErrorLevel.RowError));When I click the Save button I see the following:This is exactly what I want. However, if I click into another row and the editing icon appears and then I click on the Save button...  Acumatica doesn’t display the message - it ignores the errors reported on the grid and Saves the data, the Save button become disabled. Can anyone explain what is happening? I had expected that saving woul

 I have been through the Training T400 and T410, but I cannot get this to work in my own application. I have looked at some of the related topics on here, and in StackOverflow, and nothing I try seems to work.I have a custom action that I have added to FS300200. This will call out to an external web application to allow a form to be filled out, which will eventually generate a PDF that gets attached to the appointment.This works fine from within the Web Page:  In the custom DLL, the source code looks like this:#region XForm Button public PXAction<FSAppointment> asgExtForms; [PXUIField(DisplayName = "DoorForm", MapEnableRights = PXCacheRights.Select)] [PXButton] public virtual void ASGExtForms() { var allCaches = Base.Caches.Caches; /************************************************ * Code builds fuill url based on what is found in cache ************************************************/ string fullURL = "SOME VALUE BASED ON CACHE"

I have upgraded my local instance of Acumatica to match our production version via the web interface of the instance.Now, when I try to launch locally from the Configuration Wizard, I get an error To work with '[instance name]' instance, you should use newer version of the configuration wizard.I have downloaded the version of the installer that I need. But, I do not see how to upgrade. Can anyone give me the steps to take? I don’t want to cause problems with my current Acumatica instance setup/installation?

I am trying to retrieve the Acumatica Instance ID from within code as part of a licensing validation/restriction type verification. This would be for version 22R1 and newer. Thanks !! 

After ticking the Outside process checkbox, I wanted to display only the vendors who registered in the selected inventory item(Stock item> Vendors) on the vendor lookup. Is there anyone who did this kind of customization?

I created a custom field with values for a drop down. Now I want to change the options for the dropdown. I want to remove 2 of the first ones and add 1.I was able to show the different values in the dropdown. But on the generic inquiry, the field is empty. Any help is appreciated.Thanks,Dominic

Hello everyone,I want make AFE number mandatory only when the approver workgroup is “AFE APPROVAL” I have tried to get that value in that field in the specified DAC but I’m getting no response on the UI. kindly assist.All responses will be highly appreciated.

Good day, I would like to use the same report designer report in both the AR Print/Email Invoice that I just revised in SO Print Invoice.I basically want the user to have the same report used in the Print Forms area.  Hate have to redo it. Report version is here Sales Orders I need also here: Your assistance would be greatly appreciated.Thank youEvan

 I’m attempting to add a new custom table / dac into the PO Entry screen.The new DAC is tied to POLine and it can be a one to many relationship.I have PXParent and PXLineNbr attributes defined in the custom DAC and have the appropriate dac fields marked as IsKey = True.  I have a vew declared, and when I insert into the view the key fields are defaulted from the selected PO Line as they should be.When I debug, I can see the records in the cache in the Inserted collection.When I call the Base.Save.Press(), nothing is persisted to my custom table.No errors are generated, and the inserted record still shows in the cache inserted collection.I’m hoping I’m missing something simple, any ideas? View declaration public PXSelect<AHSPOLineNonConf, Where<AHSPOLineNonConf.orderType, Equal<Current<POLine.orderType>>, And<AHSPOLineNonConf.orderNbr, Equal<Current<POLine.orderNbr>>, And<AHSPOLineNonConf.lineNbr, Equal<Current<POLin

Hi, I need to create a custom table and data need to inserted from excel. Excel sheet need to get from drive location and excel data need to be uploaded into my custom table. Excel is replaced daily into the drive.So, Data import activity need to be scheduled. How to archive above both scenarios or give the workaround for archiving it. 

Dear ALL,Please help to fix Error CS0234 The type or namespace name 'Fluent' does not exist in the namespace 'PX.Data.BQL' (are you missing an assembly reference?) in Visual Studio.Best Regards,NNT 

Screen modifying: Print Production Orders (AM511000) - in version 22R2Overall Goal: Pass Report ID from custom selector to be used in the print report process instead of reportID off line item.Issue: custom field returns null instead of selected value  I have created a custom selector that lists Report IDs from the AM module on the Print Production Orders form, and I have modified the BuildReportRequiredException method so that I can pass the selected Report ID through to be printed for any processed records. However my custom field in the ProductionOrderPrintProcessFilterExt DAC extension is returning a null value every time instead of the selected value.Note: I’ve even tried creating a simple text field within the DAC extension and that also returns null when trying to process the record instead of the value entered.   Graph Extension: namespace PX.Objects.AM{ [PXProtectedAccess] public class ProductionOrderPrintProcess_Extension : PXGraphExtension<PX.Objects.AM.ProductionOrde

Is there any way to within a GI using the IIF command to do the following?I wrote a GI to pull all of the SO’s of a certain customer along with the associated invoices created from the SOShipments.  No problem.  See attached screen shot below for an example.What I would like to do is set the “Sales Order Total” to be 0.00 if there are more than one associated invoice numbers.The pseudo code logic statement would be something like this:IIF (‘Order Nbr’.row-1 = ‘Order Nbr’.row), ‘Sales Order Total’=0, ‘Sales Order Total’)Using this type of logic then the second line in the example screen shot below would be “0.00”, while the first row would be “14,283.93”.  (Ideally that value would be set to NULL, so that no value at all appears there...but that may be even greater wishful thinking.)Is something like that even possible to do in an Acumatica GI?    In some ways, yes, I trying to create a ‘group by’ function inside of the GI.

Hello All, Does Acumatica have any method to identify how a record has been created or is being created? By this I mean whether a record is created by user through UI, an Import Scenario, an API call … or we have to come up with creative solutions? I know in events we have e.External that identifies if UI has made the call or some internal processes but I have not come across entry source identifying methods? Any help is appreciated. @Yuriy Zaletskyy

I am trying to Build and compile a customization in Visual Studio 2022 and it is throwing warning messages that it cannot find any of the PX DLL files that are in the referenced folder.  Other DLL’s I am referencing are found in that folder, just none of the PX DLL files.Does anyone have a hint, suggestion or idea why only the PX DLL’s are not being referenced when OTHER DLL’s I am using are being found?Here is a screen shot of the folder and the VS 2022 warnings.  

Hi everyone.I login as admin. I go to Employee Time Card EP305000 screen and it’s show error. How to set role Employee for admin user? Thank everyone.

I need to restrict the creator of requisition from creating the purchase order.i.e The Create orders button should be disabled for the creator of requisition.Kindly assist on thisAny kind of responses is always highly appreciated.

Hello All, I have a client who needed a Pivot Table as a side panel in one of the screens. I have done the work and created the Pivot Table using Screen SM208010 and all work just fine but I do not see a node in Customization Packages to include the Pivot Table in a package. I thought if we include the underlying GI, the platform is smart enough to include the associated Pivot Tables but it didn’t happen. I added this PT to a Dashboard and included the dashboard in the package but it didn’t help either. Has someone come across this in the past and are you aware of any way to include it? I know I can export the PT and import it on the client site but I would like to keep the package neat and clean and include the PT in it. The version I am using is 22.211.0034@smarenich @Dmitrii Naumov @Yuriy Zaletskyy @BenjaminCrisman

I created a UDF in ARRegister called UsrInvParent (datatype INT), in the ARRegister table.What I want to do is save the ParentBAccountID of the customer BAccount on the invoice to this new UsrInvParent UDF upon the “Release” of the invoice.So, using customization what is the best way to code this in Acumatica? (if someone could provide an example, I would greatly appreciate that also.)(The reason for the new UDF is that our customers quite often change parent accounts due to acquisitions and we need to capture the parent account at the time of invoice for historical reporting.)I hope I am being clear as to what I am wanting to do. Thank you so much! NOTE :I am trying to do in Acumatica with an Invoice Release what I can do in SQL with the following command.UPDATE ARSET AR.UsrInvParent = Cust.ParentBAccountIDFROM [dbo].[ARRegister] ARINNER JOIN[dbo].[BAccount] CustON AR.CustomerID = Cust.BAccountIDWHERE AR.[CompanyID] = 2AND AR.[CustomerID] = 26603

Hello,While making changes to the layout of a sales order screen using the Customization Project Editor I’ve managed to break something. I’m not sure what change caused the problem but it is now in a state where I cannot get the screen to load into the Customization Project Editor and so I cannot make any changes in order to fix. I get the following error: I’ve had similar issues in the past but usually linked to a problem with a missing view in the VS project and easily fixed, but I cannot seem to fix this and it’s not linked to a problem in VS. I’m sure others will have had similar experiences too. I’m thinking about just deleting the form and starting again but I have done quite a lot of work on the form and it would be a shame to lose it. This specific error is about px:control but my question is more general, how do others go about resolving problems like this, when Acumatica cannot display the form because of an problem with the html?ThanksSteve

i have a problem with my tabs the default values isnt working with the tabs also the save isnt saving the views for the tabs it only saves the master values onlythis is my screen  and this is my tab dac [PXCacheName("InspectionMalfunctionCheck")]    [PXPrimaryGraph(typeof(InspectionFormEntry))]    public class InspectionMalfunctionCheck : IBqlTable    {        #region malfunctionCheckID        public abstract class malfunctionID : PX.Data.IBqlField        {        }        protected int? _MalfunctionID;        [PXDBIdentity(IsKey = true)]        [PXUIField(Enabled = false)]        public virtual int? MalfunctionID        {            get            {                return this._MalfunctionID;            }            set            {                this._MalfunctionID = value;            }        }        #endregion        #region InspectionNbr        [PXDBString(20, InputMask = "")]        [PXUIField(DisplayName = "Inspection Nbr")]        [PXDBDefault(typeof(InspectionFormInq.inspecti

i have created a dac from a tablebut when i select from it using pxselect it dosent get any data but in the screen it shows the data normallythe searchinspection in the below picture is giving me the default data everytime i debugged it the inspection number is sent normally to the select but it dosent return any data from database.