Develop Customizations

 Hello,Has anybody figured out how to display the tooltip on a field? I am trying to follow the options here without much success: https://help.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=b510e5fb-72c3-42f5-a48c-39dda10f0accHow it was displayed on the classic UI (ASPX):<px:PXDropDown runat="server" ID="edUsrTBBRPDValidationBrand" DataField="UsrTBBRPDValidationBrand" ToolTip="Controls validation behavior when Brand is missing or invalid during XYZ Product Data processing. Options: None (no validation), Warn (display warning), Error (block processing)." />Here is what I’ve tried:.ts File:import { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, handleEvent, CustomEventType, actionConfig, RowSelectedHandlerArgs, PXViewCollection, PXPageLoadBehavior, ControlParameter, localizable } from "client-controls";import { INSetup } from "./views";@localizableclass LocalizableSt

Hello Everyone,We have a specific requirement to add side panels to the default Acumatica Processing screen (Prepare Replinishment -IN508000)? Is this possible?

Hi all, i need to add ship to section to project.I try thispublic class ContractExt : PXCacheExtension<Contract>    {        public static bool IsActive()        {            return true;        }        #region UsrShipContactID        public abstract class usrShipContactID : PX.Data.BQL.BqlInt.Field<usrShipContactID> { }        [PXDBInt]        [PXSelector(typeof(PMShippingContact.contactID), ValidateValue = false)]        [PXUIField(DisplayName = Messages.ShippingContact, Visible = false)]        [PMShippingContact(typeof(Select2<Customer,            InnerJoin<PX.Objects.CR.Standalone.Location, On<PX.Objects.CR.Standalone.Location.bAccountID, Equal<Customer.bAccountID>,                And<PX.Objects.CR.Standalone.Location.locationID, Equal<Customer.defLocationID>>>,            InnerJoin<Contact, On<Contact.bAccountID, Equal<Customer.bAccountID>,                And<Contact.contactID, Equal<Customer.defContactID>>>,  

Hi TeamI have a couple of observations related to the Modern UI behavior:1. Dead Stock Screen – Grid Field (Item Class)In the Dead Stock screen, we added the Item Class field at the grid level using ASPX customization, and it works correctly in the Classic UI.However, in Modern UI, the field is not appearing.I attempted to extend the TypeScript file as below, but unable to extended.import { PXFieldState, PXFieldOptions, placeAfterProperty } from "client-controls";import { INDeadStockEnqResult } from "src/screens/IN/IN405500/IN405500";export interface INDeadStockEnqResultExt extends INDeadStockEnqResult { }export class INDeadStockEnqResult { @placeAfterProperty("InventoryItem__Descr") InventoryItem__ItemClassID: PXFieldState<PXFieldOptions.CommitChanges>;}2. Stock Item Screen – Required Field AsteriskIn the Stock Item screen, we have a custom header-level field marked as Required = true in the DAC.In Classic UI → the red asterisk (*) is displayed correctlyIn Modern UI → the aste

I am having issues with a selector field on a smartpanel. It has the right values when i click the eyeglass, but when i select one, it comes up and then disappears. any ideas on what i did wrong? #region Customer [PXInt(IsKey = true)] [PXUIField(DisplayName = "Customer")] [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search5<BillOfLadingLine.customerID, LeftJoin<BAccount, On<BillOfLadingLine.customerID, Equal<BAccount.bAccountID>>> , Where<BillOfLadingLine.truckNbr, Equal<BillOfLadingLine.truckNbr.FromCurrent>>, Aggregate<GroupBy<BillOfLadingLine.customerID>>>) // , typeof(BAccount.acctCD) //, typeof(BAccount.acctName) // ,SubstituteKey = typeof(BAccount.acctName) )] public virtual int? Customer { get; set; } public abstract class customer : PX.Data.BQL.BqlInt.Field<customer

I added a custom field to store the internal company in both the Item Classes and Landed Cost Code screens, using the same approach in both cases. I also added a selector to choose the company.In the Item Class screen, the selector works as expected and displays the available company list. However, in the Landed Cost Code screen, the selector is empty and does not show any values, even when logged in with the same user.Following is the code public class LandedCostCodeAccessRestExtP : PXCacheExtension<PX.Objects.PO.LandedCostCode> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), SubstituteKey = typeof(OrganizationBAccount.acctName), DescriptionField = typeof(OrganizationBAccount.acctName))] public virtual int? UsrInternal

We are implementing a custom WMS scan mode in the Receive Put Away screen to print labels automatically after scanning a PO Receipt, Inventory Item Requirement:We need to print labels silently (without opening the report UI) using Device Hub when the user scan the Item. Environment:Version: Acumatica 2025 R2 (25.200.0248) Module: WMS (Receive Put Away)  Code is : using System;using System.Linq;using System.Collections;using System.Collections.Generic;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.BarcodeProcessing;using PX.Objects.AP;using PX.Objects.IN;using PX.Objects.IN.WMS;using PX.SM;using PX.Objects.Common;namespace PX.Objects.PO.WMS{    using static PX.BarcodeProcessing.BarcodeDrivenStateMachine<ReceivePutAway, ReceivePutAway.Host>;    using static PX.Objects.IN.WMS.INScanWarehousePath.ScanPathMode;    using WMSBase = WarehouseManagementSystem<ReceivePutAway, ReceivePutAway.Host>;    public class ReceivePutAwayExts : ReceivePutAway.

What We Are BuildingWe have a customization on the Cases screen that adds a Sub Tasks grid using PXGridWithPreview. Each sub task has a ChatLog field (PXDBText) that stores an HTML chat-style log, and a MessageText field (PXString, unbound) for the user to type a new message. A Send button appends the message to ChatLog and saves it to the database via a PXAction.The preview panel shows the message input (PXRichTextEdit) and the chat log (PXHtmlView) below it.The ProblemAfter clicking Send, the ChatLog in the database updates correctly. However, the PXHtmlView displaying ChatLog in the preview panel does not refresh — it still shows the old content. The user has to click away to another row and come back to see the updated chat log.What We Have Already TriedServer side:CaseSubTasks.Cache.Clear() and CaseSubTasks.Cache.ClearQueryCache() after save Re-fetching the record via PXSelect and reassigning CaseSubTasks.Current CaseSubTasks.View.RequestRefresh()ASPX side:RepaintControls="All" on

Hi, I'm currently working on a customization in Acumatica and ran into a tricky issue involving workflow timing and an external AI call. Here’s the situation:Code SummaryContext: Acumatica ERP, page EP301020 (Expense Claim Details), C# .NET Framework 4.8.What the code doesA custom button "SubmitWithAI" replaces the standard submit and performs two things: Synchronous (blocking) validations: Photo is required Project and task are required Item is excluded Bank Feed amount must match the receipt amount AI analysis (call to GPT-4o via OpenAI API): Sends receipt images in base64 GPT analyzes and returns a JSON with amount, taxes, tip, category, currency, etc. The GPT JSON is compared with Acumatica data The result is saved in two custom fields (UsrAnalyseAI, UsrReponseIA) It works, but…The problemSymptomThe GPT call takes 5–25 seconds — the user is blocked waiting the entire time before the submit completes.Core issueThe core issue is that the workflow evaluates conditions b

Hello everyone!I’ve recently been upgrading several custom pages—and extensions of standard pages—to the Acumatica Modern UI. Below is a collection of notes, lessons learned, and practical tips that I hope will help others going through the same process. If you have additional insights or best practices, please feel free to add them in the comments!  1. Quick-Start Process for Converting Classic Forms to Modern UIThe process flow for converting Classic forms is not always intuitive. Here is a simplified guide to get your custom forms converted quickly. (Note: For extensions of standard forms, I’ve had the most success creating the Modern UI files manually and then moving them into the development folder.)Steps:In your web.config, set the screenConverter attribute shouldFilesbeDownloaded="False". Navigate to your custom form. Open the Customization menu and click Convert to Modern UI. Acumatica will place the generated files in: site\FrontendSources\screen\src\development These files wi

When I try to add custom field through Customization Project → Screens → Customize Existing Screen → Select Paychecks and Adjustments and hit OK, I get the following error: Cannot parse the ASPX file. The closing tag </px:pxformview> is not expected in the line 87; the expected tag is px:PXFormView from the line 54. It won’t even open the screen, either to view or edit the aspx file.We are developing it under Acumatica Cloud ERP 2026 R1 Build 26.100.0175 +

Hello Everyone, Can you please help me in decrypt a value from the Employee Payroll settings → Tax Settings → Social Security Number? Below is the screenshot for reference.  

Hi there, We recently completed an update to our Acumatica to  2025 R2, and I noticed a change in the search functionality.Before the update, we were able to enter a Vendor ID in the search bar and retrieve results that included the Vendor ID. However, after the update, the search bar only returns results based on Vendor Name or Description, and no longer recognizes Vendor ID.I also checked the Demo company, where searching by Vendor ID still appears to work as expected.Has anyone experienced this issue or knows how to restore the ability to search by Vendor ID?Any guidance would be greatly appreciated. Thank you! 

I am having troubles on extending EP101000 due to some standard UI components are having the same ID So, when I add the custom fields, this error occurs.Here’s the html file that I am trying to publish to EP101000 

I have a custom action button and I was wondering if I can make it visible in only one of our tenants.

Could you help me with the issue of Graph Type on Sitemap for Modern UI files. It works fine on my first instance (where i converted forms), Graph Type is displayed and bound correctly. But on another instance, where i importing project, and after publish the files the sitemap doesn't reference the Modern UI files and Graph Type is empty. Too, i can`t open a forms, example RS202000 ---> Error on screenshot.

I want to add Middle Name (MidName) field to the common html for the common Contacts thingy.This is my code.  It publishes without any errors, but the field does not show up.This is the first time trying to modify a “common” view.  I’m sure something is wrong but I don’t know what.I was not able to find anything on the web for this specific need. //THIS IS THE TSimport { PXFieldState,} from "client-controls";import { Contact } from "src/screens/common/form-contact-person/form-contact-person";export interface ExtendedContact extends Contact { }export class ExtendedContact { MidName: PXFieldState;}//this is the HTML<template> <qp-include url="src/screens/common/form-contact-person/form-contact-person"> <field append="#{{fs-id}}" name="MidName" config-allow-edit.bind="true"></field> </qp-include></template>If anyone has done this already, please let me know what I need to do to fix my code.Thank you all in advance.Quick edit...I can add the field on th

Hi everyone,I’m trying to customize the Acumatica UI by adding a custom icon to the top header area (the element with id navBarMaster). My goal:Add a new icon/button in the header (similar to notification/user icons) When clicking the icon → trigger an action (e.g., show a dropdown or popup list of items)What I’ve explored so far:Injecting JavaScript via MasterPages (e.g., FormDetail.master) → works but not safe for deployment Looking for a solution using Customization Project (C# / Graph / PXPage) instead of modifying core filesQuestions:Is there a supported way to extend the header (navBarMaster) via Customization Project? Can this be done purely with C# (Graph/Page customization), or is JavaScript required? Are there any recommended patterns for adding global UI elements (like a notification bell) Any guidance or best practices would be greatly appreciated. Thanks!

We are working on a custom form/workflow to print the Pick List (SO642000) and Packing Slip (SO644000) via a processing form to DeviceHub. The problem we are having is that for some reason, devicehub will print these out of order.If I don’t print to devicehub it is combining the reports and will show them in a single window. Both are set to use PDF. When this goes to devicehub it prints each report as a separate job and then often they are no longer in order.Is there a way to 1) get this combined report to print as a single job on devicehub or 2) have better control of what order devicehub is printing in? Obviously I’d love both to be true, but will settle for one.The code looks like this:                    // Define report parameters (keys must match report parameters in RPX)                    Dictionary<string, string> parameters = new Dictionary<string, string>();                    parameters["ShipmentNbr"] = theShipment.ShipmentNbr;                    PXTrace.WriteIn

Hi Everyone,We have customized the mobile app for the Scan and Transfer screen. Currently, the Save action is displayed; however, our requirement is to show the Release action instead, once all the steps are completed.Could you please guide us on how to achieve this?  

Similar to an older post, I ran into the same situation but have some more context and a more specific question. The ‘Invoice Payment Link Update’ is a straightforward quality of life process that triggers the payment link of an invoice to update when an invoice becomes ready for synchronization; very nice - clicks saved. However, we are seeing this out-of-the-box Business Event fail regularly.Digging into the notification itself in the Process Push Notifications screen, I noticed that every failed push notification JSON looks roughly like this:{Inserted values: {{INV: 000010}{needs_sync: true}, {INV: 000011}{needs_sync: true}},Deleted values: {{INV: 000010}{needs_sync: false}, {INV: 000011}{needs_sync: false}},Timestamp: 539096372739445064} Does two+ records being updated at the same time in the same notification cause business events with the ‘Trigger by Record Change’ to fail? Is there a different configuration to avoid this overloading? We regulary receive and process payments whic

 I needed to restrict the SalesPersonID selection in ARTran so that users can only choose salespersons assigned to their organization, based on a custom field (UsrInternalCompanyID) added to the SalesPerson DAC. To achieve this, I attempted to override the selector using a CacheAttached event with a custom PXSelector that joins the Branch table and filters records according to the current user’s branch/organization. While this approach successfully limited the list of salespersons shown in the UI, it resulted in an issue where the selected value was cleared upon saving the document.Salesperson DAC extention public class SalesPersonAccessRestExtP : PXCacheExtension<PX.Objects.AR.SalesPerson> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), Sub

Hello there,We can add side panels to Entry screens now, and that’s awesome!  However, I can’t figure out a way to add a side panel, that would be filtered according to the selection on the SO Line.  I have created a couple GIs, added them onto a Dashboard that uses InventoryCD as a parameter.  Now, I would like to be able to add this Dashboard as a side panel to Sales Orders screen, and filter data based on what line item is selected on the sales order.Any ideas?  Thank you!

I have a custom field in the header of a screen.  I cannot find a way to add the hyperlink button to the field.This was addressed for a grid field here:I’ve added the [PXDBWeblink] to the DAC field, but that does not make the link button show.I think I might have to modify the TS file, but I cannot adapt the code from the above topic.export class CROpportunityHeader_Combined_generated {    UsrURL: PXFieldState; Any help would be super appreciated.  

When setting the OrderQty field to 0 on the SO Line, a popup is triggered as expected. However, once the popup appears, the Details tab disappears immediately. After closing the popup by clicking OK, the Details tab becomes visible again. <template>  <qp-tab id="tab-Dsco-SO301000" caption="Dsco Info" after="#tab-Addresses">        <qp-template id="form-Dsco-SO301000" name="17-17-14">            <div id="divColumnAB-Dsco-SO301000" slot="A">                <qp-fieldset id="fsColumnA-Dsco" view.bind="CurrentDocument" caption="Dsco Information" wg-container="CurrentDocument_Dsco">                    <field name="UsrBZStoreCode"></field>                    <field name="UsrBZDscoPuNumber"></field>                    <field name="UsrBZDscoOrderCancelAfterDate"></field>                    <field name="UsrBZAknowledgeStatusInDsco"></field>                    <field name="UsrBZShipmentStatus"></field>