Develop Customizations

I want Create Assignment and Approval map for employee screen. If employee Payment method change i want to trigger approval map. currently i am not able to select Employee Entity in approval Map screen. How implement approval map for new custom screen?  

when status SO is credit hold, is there a way to send statement report (AR.64.15.00) to email recipients add in customers screen by using business eventBecause this business event apply for sales order screen, I don’t know how to apply trigger condition with other screen. Pls help me if you have any ideaThanks in advanced.

I have added a new Probability field over here marked as yellow. It is a dropdown containing integer values. I need to reflect the value selected over there in the probability field marked as green. Currently that probability field is taking value from the stage dropdown marked as blue. Need to change that. Any leads would be welcomed.   The field I have added i.e Yellow colored one is in CROpportunityExt class that i have created. And the field I need to update (green colored) based on change is present in CROpportunityProbability DAC. 

I am trying to add a popup note when verifying a field (following this example from SO Line https://gist.github.com/gmichaud/17e346cdf3062de233f52c9976d0a03e) and getting the following error when publishing.  I know I am missing something within the highlighted section to make a proper if statement, but not sure how to fix it.Publish errorCode 

I need to override a piece of Acumatica’s Approval process that prevents from Apprving a Rejected document. Not sure why Acumatica has put this control in place but it happens many times for us that a documents gets rejected to add some supporting documents and when documentation completed, then this document can be approved. The piece of the code that prevents from approving a rejected document is in EP\Descriptor\Attributes.cs as follows:         public virtual bool Approve(SourceAssign source)        {            EPApproval item = (EPApproval)this._Rejected.SelectSingle(GetSourceNoteID(source));            if (item != null)                throw new PXException(Messages.CannotApproveRejectedItem);            if (UpdateApproval(source, EPApprovalStatus.Approved))            {                RegisterActivity(source, PO.Messages.Approved);                return true;            }            return false;

I have been going through the code required to print a label to a Zebra label printer in Acumatica. For those who are interested, below is the most minimal version of printing a label from DeviceHub using Acumatica Framework/C#. You can run this code in a PXAction, for example, in order to click a button and print a label. I have obfuscated the Guids, so that’s why they might look a little weird.The FILEID GUID referenced in the CreatePrintJob call can reference any file that has been uploaded to Acumatica. You just need to figure out its GUID, which appears in the URL when you open the file (and there are a bunch of other ways to figure out the GUID as well, including looking inside the database). The printer GUID can also be grabbed from the database, or by making the appropriate method calls in C# (I don’t know how to get it out of the GUI at the moment).Thanks to @Brian Stevens for laying out the roadmap on this one: 

When creating a move transaction, it would be nice if you could enter a production order at the header that would default into the transaction lines.  I understand that it is possible to do move transactions for multiple production orders at once, but this would help if you’re entering multiple lines of scrap for production orders, especially if they have serial numbers associated to them and you have to enter multiple lines.  I attempted to do this with a production order selector at the header, then set the default value for the production order number to this value.  The defaulting works, although, it then does not cascade the rest of the transaction line appropriately, such as the inventory item, which then causes an error message.  I have commit changes set to True for both the header selector and now the transaction line production order ID troubleshooting this issue.Has anyone added a default production order number at the header that defaults onto the lines?  If not,

Hi everyone,how i can programmatically save lead attributes? I see that they are shown in “Attribute” view within the LeadMaint graph, but they are not connected with the Lead !? i can create programmatically my CSAnswer object and add AttributeID and its Value but they are not shown….I have the same problem with saving the attachments from my API into Lead File….For this case i have made a following code snipped...but when its started i am getting the exception… (when filegrap.SaveFile(fileInfo) is called)…. It is little bit hard for me to understand…..                        foreach (var attachment in extParticipant.Attachments)                        {                            PX.SM.FileInfo fileinfo;                            using (var client = new SnapAddyClient(snapAddyConfig))                            {                                var stream = client.GetAttachment(attachment.Url);

We are looking to add a menu item to the Tools menu.  We need this menu item accessible on every screen so the Tools menu seems logical.Is there any sample code to do this?

Hello,I developed a customization that works properly in the 2021 version of Acumatica, but on testing an upgrade to 2022 r1 in a sandbox environment, the customization is now breaking.I am creating AP Payments and everything works except for the Payment Amount (CuryOrigDocAmt). If I put the document on hold and assign this amount to $0, the payment imports. If I assign this field any other amount, the payment errors out without hardly any information. Everything else works on the customization, just this one field is causing issues.I’ve tried setting the document to zero and then enabling the AP setting to update docs amounts automatically, but that errors out too. I’ve also tried passing with and without adjustment application lines, works with $0 on the CuryOrigDocAmt and it works, anything over $0 errors out.Anyone have any ideas of what might have changed to make this stop working?Thanks in advance.

I am sorry I ask so many questions.  I work alone and I don’t have anyone around to ask for help.  I really do try to figure things out and not just ask a question as soon as something doesn’t work.I want to add a selector to the Details grid on the Cash Sales screen.  The Selector needs to pull related entities from the Relations tab on the Business Accounts screen.These are the items I want to show up in the selector. I’ve added the following UDF in the ARTran extension#region UsrDonorBusAccountID[PXDBInt][PXUIField(DisplayName = "Donor ID")][PXSelector(typeof(Search2<CRRelation.entityID,    InnerJoin<BAccount, On<BAccount.noteID, Equal&lt

How to publish a customized project to multiple tenants in a live site.ServiceGateSoapClient serviceGate = new ServiceGateSoapClient(ServiceGateSoapClient.EndpointConfiguration.ServiceGateSoap, endpoint);var result = serviceGate.LoginAsync(new LoginRequest(UserName, Password)).Result;When I login I got that error in result variable.PX.Data.PXUndefinedCompanyException: A proper company ID cannot be determined for the request.at PX.Data.PXDatabaseProviderBase.GetCurrentCompany()at PX.Data.PXDatabaseProviderBase.getCompanyID(String tableName, companySetting& setting)at PX.Data.PXDatabaseProviderBase.getRestriction(String table, String alias, Boolean mainRestriction, Boolean isRightJoin, Nullable`1 effectiveCid)at PX.Data.PXDatabaseProviderBase.appendWhereClauseToSelect(String tableName, PXDataField[] pars, StringBuilder bld)at PX.Data.PXDatabaseProviderBase.SelectSingle(Type table, IEnumerable`1 joins, PXDataField[] pa

Hello Goodnight. How can I put de sum of the “Vendor # 2 Amount” column (grid) in the Total field ( Vendor # 2).the result in the “Vendor #2” field should be: 180. I need to update the total value (Vendor #2 field) for each record the user adds in the grid (the user does not necessarily have to save the record to reflect the update in the “Vendor #2” field) too. Additional: is a master detail form could someone help me please.

Does anyone know if there are any settings or ability to revert away from the three dot menu back to what was there previously for the actions menu UI/dropdown? In theory, this provides a cleaner UI, but it now presents UX issues that we prefer to avoid re-training 

Hello Everyone,We have a requirement to show the count of selected records on the processing screen grid footer.We have used Statusfield of the grid control and added my custom field fieldselecting event to show the selected record count in the code.The issue is, The total value in the footer in not updating when we select the checkbox in the processing screen result grid. The count value in the footer is updating when we do grid refresh manually on the screen. I have added “commitchanges = true” to the checkbox and other refresh paramaters in the aspx page but stll it is not working.Below is the code sample.namespace PX.Objects.AR{ public class ARDocumentRelease_Extension : PXGraphExtension<ARDocumentRelease> { public virtual void BalancedARDocument_Availability_FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { // Set text that ap

 Hi, all. I’m currently creating an extension library which is dependent on SkiaSharp. SkiaSharp itself is a managed DLL, however it is dependent upon libSkiaSharp.dll which is unmanaged. Is there a way to include this file in the customization project which makes acumatica ignore the file while keeping it visible to the extension library’s DLL. Any help and insight is deeply appreciated, thank you kindly.

I have added a new “Check/Giro Number” field in Journal Transaction through this following code.namespace PX.Objects.GL{    public class BatchExt : PXCacheExtension<PX.Objects.GL.Batch>    {        #region UsrCheckGiroNbr        [PXString(11)]        [PXUIField(DisplayName="Check/Giro Number")]        public virtual string UsrCheckGiroNbr { get; set; }        public abstract class usrCheckGiroNbr : PX.Data.BQL.BqlString.Field<usrCheckGiroNbr> { }        #endregion    }}I want to show this field in ARPayment so I add an DAC extension#region UsrCheckGiroNumberprotected virtual void _(Events.RowSelecting<ARPayment> e){   ARPayment row = (ARPayment)e.Row;   if (row == null)   {        return;   }   using (new PXConnectionScope())   {     ARRegisterExt rowExt = row.GetExtension<ARReg

I am beginning work on a custom integration betewen a third party WMS and Acumatica.The current paperless picking process in Acumtica seems to be not much more than a way to fill in some fields in the “Shipments” area of Acumatica. You can set the shipping qty of items on the order, set the packacking, etc. But that’s pretty much it.So it seems that at the point that a Shipment is created and any Hold status released, the order can be transmitted to the WMS for processing. I think it would be cool to have a line-by-line pick status for each item on the shipment, which doesn't appear to be a feature at the moment.Once the shipment is fully picked, then any packaging can be selected as necessary, and then the shipment can be confirmed once loaded onto a truck or Fedex/UPS.Anyone have any other ideas of things that need to be filled out by a third party WMS during synch with Acumatica? Obviously similar things need to happen for Purchase Receipts and receivi

I have a workflow action which I’m using to update the NoteText after transition from the state So the New Value is set to the following in the workflow > state > transition properties: {Set Field NoteText} =Concat('XXXXXX happened at ', Now(), CStr('\r\n') )Works like I would have expected, but that also over-writes the current note.  The hope would be to append, so I attempted this: {Set Field NoteText} =Concat([NoteText], 'XXXXXX happened at ', Now(), CStr('\r\n') )This doesn’t behave any differently.  How do I reference the current/existing note on the current document (in this case on the POReciept)?  That way I can properly append my “log” entry. ALSO: does anyone else experience a bug in the note updates where you have to refresh the screen to see the new result, as opposed to just opening the note to see the current value?? PS: This approach isn’t what I’d really like to do, as I’d prefer to have a m

Hi,I am trying to add an attachment option to the inventory screen on the mobile app however when I add in an option to Update IN202500 I do not get a preview and I get this error Can't find entity with key 'IN202500' in current context.I can update other screens like SO301000 without issue so does anyone have an idea why inventory items is giving this message?

Hello,We have added custom City/State/Country fields to the Employee Time Card screen details grid and are utilizing the Acumatica State and Country attributes. The lists load correctly, and records can be saved, but the validation and updating events defined by the attributes aren’t firing correctly on the screen. Has anyone had any experience with customizing this particular entity?I’ve included a simple customization project that demonstrates the issue. I’m hopeful that I’m just missing something here.Thanks!

I can successfully create a SO and create a PO from the SO in code. I can receipt the PO on the screen and then ship the SO on the screen. It all works 100%. The PO Link on the SO is enabled but when I click on it the link is empty. How can I build the link in code?

Hi everyone,i am having my processing form which is calling external API to collect the data, the thing is that my saving into database is working, but i would like to use the data to save into Leads, when i use var graph = PXGraph.CreateInstance<LeadMaint>(); to create graph, i have created two DACs (one for the address and one CRLead) but i cannot insert them into database so that i can call “Actions.Save”...Can someone give me some guidence….

Does Acumatica have a built-in button to undo changes in Data Entry Grids?

Please help me add one more “And<>” to my statement.This statement is all squiqqle free and works as expected.PXSelectBase<AuditHistory> recordsToProcess = new PXSelectJoin<AuditHistory,    LeftJoin<QTCAuditHistoryReport,         On<QTCAuditHistoryReport.screenID, Equal<AuditHistory.screenID>,            And<QTCAuditHistoryReport.batchID, Equal<AuditHistory.batchID>,            And<QTCAuditHistoryReport.changeID, Equal<AuditHistory.changeID>>>>>,    Where<AuditHistory.changeDate, GreaterEqual<Required<AuditHistory.changeDate>>,        And<AuditHistory.changeDate, Less<Required<AuditHistory.changeDate>>,        And<QTCAuditHistoryReport.screenID, IsNull>>>>(this);    return recordsToProcess.Select(filter.StartDate, filter.EndDate.Value.AddDays(1).AddTicks(-1));This is the “colorized” version: