Develop Customizations

On the Subcontracts screen I want to add a custom column to the Project ID selector.The value will come from the Details tab of the Projects screen (sum of Revised Budget Total)I’ve tried numerous ways to do this.  This is what I am trying at the moment.  I am simply trying to put a dummy string into the custom column as a proof of concept before doing any BQL selects at this point.namespace PX.Objects.PO{    [PXNonInstantiatedExtension]    public sealed class PO_POLine_ExistingColumn : PXCacheExtension<PX.Objects.PO.POLine>    {        public static bool IsActive() => true;        #region ProjectID            [PXMergeAttributes(Method = MergeMethod.Append)]        [PXCustomizeSelectorColumns(            typeof(POLine.alternateID),            typeof(USRBudgetTotalExt.usrBudgetTotal))]        public int? ProjectID { get; set; }        #endregion    }    public sealed class USRBudgetTotalExt : PXCacheExtension<PX.Objects.PO.POLine>    {        public static bool IsActive()

I wanted to attach the invoice PDF file to the same invoice report. Is there any method to solve this?

Hi,I need to get Base currency rate(USD Conversion Rate) in the sales order report.Below sales order created under EUR currency and sales order report amount need to convert into USD amount.I get the currency rate from CurrencyRate table.But , this data related to EUR and order date is different from sales order currency rate.Sales order form is show the correct value.Can u please help me with this.

Hello I am working on customization screen ( Project Transaction Details) I want to add new selector field to the exisintg Enquiry screen. The problem I am facing is 1)  The  exsiting acumatica DAC Filter values, they are hidden  and in same graph(TransactionInquiry)2) When I try to extend this filter and add new filter (i.e a new selector), it is not showing in my customization screen.3) I feel, as existing fields are all unbound and its hidden, my newly added  extended dac filter selector is not exposed and does not recognize the TranFilter DAC.         [PXHidden]        [Serializable]        [System.Diagnostics.CodeAnalysis.ExcludeFromCodeCoverage]        public class TranFilter : IBqlTable        {            #region ProjectID            public abstract class projectID : PX.Data.BQL.BqlInt.Field<projectID> { }            protected Int32? _ProjectID;            [Project(typeof(Where<PMProject.baseType, Equal<CT.CTPRType.project>,              And<PMProject.nonProje

Hello everyone,I need to add the files field on the summary area as specified below. Kindly assist.Any kind of response will be highly appreciated.Thank you 

Hi all,I have a Generic Inquiry which triggers a business event on “Record Inserted”.The point of this is to trigger a downstream process when a new Customer Location is inserted (from AR303020 let’s say). This works in principle, however we’re finding the following issue:If a user enters anything other than basic information on the location record, let’s say someone picks from a user defined field or some other association; when we’re consuming the data in our custom business event subscriber, The locationID key field from the Location table is being passed through as zero. If the user just fills in basic information then the correct new id for the Location is passed.It’s as if the event is being kicked off before the Location record has been persisted to the database.We have a number of joins on the Generic Inquiry so in theory I guess it is data being persisted in those tables that is triggering the event too early (for our needs).Can anyone shed any light on this behaviour? We need

I have a project that has evolved over the years.  This project is only for use by one client. For example, when I first deployed the project, table SSGNCR had 10 columns.  Over time, I’ve added fields and even changed field sizes/types.I now have this project with the original Custom Table Schema and a bunch of DB scripts that update the original schema.I had a case this week where the client went to publish an update to the project and they accidentally published a previous project.  Somehow, this deleted data from some of the fields in the table.  I am assuming one or more of the sql scripts was run even though it had already been applied.  To change a field size, there are scripts that create a temp column, drop the original, recreate the column with the new size, copy the data back into the revised column, and delete the temp column.  This may have been the culprit.  We are now trying to recover the lost data from those fields.  I am somewhat surprised that any of the previous scr

I am getting the “GetItemExtension failed.” error while changing the value of the Group by Task checkbox in revenue budget tab of Projects screen (PM301000). I am trying to add RowSelected event to implement my logic to display my custom column. protected void RevenueBudgetFilter_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { RevenueBudgetFilter row = (RevenueBudgetFilter)e.Row; if (row == null) return; if (row.GroupByTask ?? false) { PXUIFieldAttribute.SetVisible<PMRevenueBudgetExt.usrField>(this.Base.RevenueBudget.Cache, null, false); } else { PXUIFieldAttribute.SetVisible<PMRevenueBudgetExt.usrField>(this.Base.RevenueBudget.Cache, null, true); } } 

I know how to add the quick search using Ext Properties/FastFilterFields under Layout Properties but how do I add the “All Records” pull down with the filter icon?  (see screen shot)I thought setting Ext Properties/AllowFilter and Ext Properties/AllowSearch to both be “True” would add that, however, it did not.  Under Layout Properties what do I have to set to add those?Thank you!  

I did an SOOrderExtension, in which I overwrote the Persist method to add another method when saving, I call baseMethod() before and after my custom method.This method creates a SegmentValue and an associated Sub. Now I want to save the SubID in the SalesSubID-Field of the SOLines of the Order. I get an Error that the Sub does not exist in the System. If I press Save again, everything will work just fine.I tried clearing the Cache of SegmentValue and Sub, I tried clearing all the Caches. I tried using the Sub Graph to update SOLines fields.Does anyone have an idea how I can fix this?

I added a custom field to the Equipment screen FS205000.I am looking up the AMProdID and storing it in the custom field.The rowselected handler is getting the value and it shows on the screen.  I set the cache to IsDirty = true so that the user will need to click save when the rowselected does not find a Production Nbr in the custom field.If I don’t set cache.IsDirty = true, then it does not show that the record needs to be saved.When you click the Save button, it does not save the value in the FSEquipment table.This is the screen and it shows the value I am adding to the screen: IF I change the Description and click Save, it DOES save the custom field.Here is the graph extension: public class SMEquipmentMaint_Extension : PXGraphExtension<SMEquipmentMaint> { public static bool IsActive() => true; #region Event Handlers protected void FSEquipment_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (FSEquipment)e.Row; FSEquipmentExt itemExt = PXCache<FSEq

I need update on fly user-defined field if Project on Expense Receipt page was changed. Like it is happened for Customer and Location fileds automatically, select new project and this field should update. Can somebody help how I can implement it - what is the best way for it. I tried with Generic Inquiry and with event FieldUpdated for Project/Contract, but not yet successful.When I tried to get to the change of the user-defined field through the event - I do not see this field in the EPExpenseClaimDetails modelI want to take value for Project Executive field from project. I added custom field to project: 

Hi,I need to create a new custom table in acumatica and load data taken from an excel file into the newly created table. Can someone provide me the work around to accomplish this?Thank you.

Hi,In the Inventory → Receiving and Transfer page I want to prevent to create a journal entry when the user release the document. I know that in the inventory preferences I have a check box for that, but I only need this for receipt and transfer. I verify the INReleaseProcess graph but I don’t find when the system create the journal entry.  Thanks,Ev

Hi ,I need to get data from third party application into my acumatica instance.I already have the rest api and I checked it with postman.It will work.Then,I need to get the data into my instance using this api.What is the workaround to archive it.thanks

In Acumatica instance of 22.212.0046 version I create a Sales Order.I chose a customer on header and an Inventory in the Details tab with some quantity. I Create Payment.I Release that payment.Then Icreate a Customer Refund on Payments and Applications screen and select the corresponding Customer.On Documents to Apply tab we set the Doc. Type to Payment, select the corresponding Reference Nbr., and RELEASE the Customer Refund. The Status of Payment becomes Closed, the SOAdjust.CuryAdjdAmt (UI name - Applied To Order) field continues to have amount. In other versions this field becomes 0. See the screenshot. After I delete the Sales Order's Detail line and attempt to save the sales order. I get the following error.SO Error: The applied amount cannot exceed the unbilled balance. Please see the screenshot. Is this an Acumatica bug or I should do the Customer Refund in another way? Do I miss something? Should I, for example put some checkbox, select some dropdown value, or do something els

 How can I achieve below function by overriding the action/s.“ I need to add a record/s of inventory lookup view to Receipts screen Details tab when I click panel buttons (ADD, ADD & CLOSE)”Additional info:Used version: Acumatica 22.112.0018No customizations publishedUsed data set  U100Below I have attached a sample demo (assume inventory lookup view consist of different set of records) 

I'm trying to use UpdateDatabase to be able to insert my data into the UploadFileRevision table in the database without success.I don't know how to do the above request. ? 

I am creating an Import Scenario that will import multiple sales orders and multiple line using a tab delimed csv file. I have gotten it to the point where it is creating the sales order and their lines. there is just one problem. it is creating the first sales order with all its line perfectly but from there on it always missed the first line in the sales order.  I have created 3 sales orders with 10 Lines Sales order 1 or (241144) has 4 Lines Sales order 2 or (242111) has 2 LinesSales order 3 or (242130) has 4 Lines Sales order 2 and 3 have one line dropped i renamed the Quantities of my line from 1 to 10 to check what the pattern was. I do a look up on the Customer Order number I suspect this is where the problem is but no matter where I move it to in the file the bug persists.  Please see my screen shots attached. Any help as to why I'm getting this strange problem would be great.  Thanks Willem. 

Hello!Is there any way to set a column filter from a custom action in the graph?Like: 

Hello, Is it possible to create a default sorting option for a screen such as “MRP Display”? The customization tab in the top right shows it’s not a generic inquiry, so I can’t edit it that way. I guess I’m not familiar with what the difference would be here, because it looks very similar to a GI.   Thanks!

Hi: I'm trying to create a GI of Invoiced Items, but I want to separate the items by an attribute.  The GI is going to be summarized by Sales Rep and the Sales would be in 3 Columns. Attribute1 Value1, Attribute1 Value2 and Attribute1 Value 3. I create a formula like: =IIf( [InventoryItem.COMI_Attributes]='VO5', [ARTran.ExtPrice], 0.00), it validates.  but when I run the GI I got this error. Error: The virtual field COMI_Attributes cannot be used in a condition expression. How can I get my GI to work.  Thanks Jesus. 

Hi,I need to integrate the Asian bank details with my acumatica ERP .Can you suggest any integration method/references to do that.Thanks

Hello Everyone, We are currently evaluating Acumatica for our company, which does both Distribution(Warehousing, etc) and we are also a Manufacturers Rep - which means we quote customers on behalf of a manufacturer, and then we submit the customers order to the Principal(Manufacturer) on the customers behalf. The manufacturer then pays us a commission which is then paid out to the salesman who handles that territory.  Has anyone implemented a sales process similar to that within Acumatica?  I know that Acumatica has a vast level of customizability with Web servies and/or AddOns etc, but just wanted to get some opinions on using this software for a business process like I’ve described. Thanks!

Hi all, I need to customize the process logic for a selected action in the Print/Email Orders screen. Currently, the action defined in SOOrderEntry graph is executed separately for each selected order when the process button is clicked. However, I want to process all the selected orders at once according to some logics.Can someone guide me on how to execute the action for all selected orders at once instead of processing them separately? Which method should I override to achieve this?Any help or suggestions would be highly appreciated. Thanks