Develop Customizations

How do you get a custom field to only show dependant on an earlier field choice? The scenario:On the Activity page CR306010, you can currently choose different activity types, such as phone call or note. We would like to add a custom field so that the custom field shows up when Phone Call is chosen. This Custom Field would be called Call Type, and have drop-down options such as Cold Call, Pricing Call, Customer Sevice Call etc.Then we are planning with that data to be able to see what type of phone calls are being made.  So the question is, if we add a custom field, how can we get it to show only when the Type Field is filled with the Phone Call option? Trust this makes sense.

Hi all,I am trying to use a Selector functionality to choose a Case ID when I am filling the grid on Employee Time Activities, but this field is disabled to edit in that grid.Following is the attributes customized CaseCD existing field[PXDBString(15, IsUnicode = true, IsKey = true, InputMask = ">CCCCCCCCCCCCCCC")][PXDefault()][PXUIField(DisplayName = "Case ID", Visibility = PXUIVisibility.SelectorVisible)][PXSelector(typeof(Search2<CRCase.caseCD,LeftJoin<BAccount, On<BAccount.bAccountID, Equal<CRCase.customerID>>>, Where<BAccount.bAccountID, IsNull, Or<Match<BAccount, Current<AccessInfo.userName>>>>,OrderBy<Desc<CRCase.caseCD>>>),typeof(CRCase.caseCD),typeof(CRCase.subject),typeof(CRCase.status),typeof(CRCase.priority),typeof(CRCase.severity),typeof(CRCase.caseClassID),typeof(CRCase.isActive),typeof(BAccount.acctName))] I know that is possible to fill this information using the Cases form (CR306000) in the Activities tab, b

Hi,I developed a custom screen as below.As you can see in the above screen shot, I have already saved some records to the database for the above mentioned reference number. After adding and saving record to the database as above, i need to keep the all fillable fields as non editable.I tried to accomplish this task by putting the following event handler.protected void APProforma_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (APProforma)e.Row; APProforma item = SelectFrom<APProforma>.Where<APProforma.refNbr.IsEqual<APProforma.refNbr>>.View.Select(this, row.RefNbr); if (item.RefNbr != null) { //row.Currency = item.RefNbr; APProformas.AllowInsert = false; APProformas.AllowSelect = false; APProformas.AllowDelete = false; APProformas.AllowUpdate = false; APProformaItems.AllowInsert = fals

I need to make some fields like Promise On Date, POLine Quantity editable when the Purchase Order is on the specific Purchase Order status is Open.How can I achieve this ??Thanks

Hello Everyone,I’m publishing POS on my ERP but the publication is not reaching the final stage.It’s reaching this stage as shown below and does not proceed from there. If I reload the page, I get this error(The session has expired. Please reload the page.) and the customization is shown as published on customization project screen.But this causes POS to misbehave and be erroneous.Kindly assist for it is urgentThank you all 

I have added a new custom field that allows user to select an account. For that I have used existing Account attribute.[Account(DisplayName = "Account", BqlField = typeof(INTranExt.usrAccount), Visibility = PXUIVisibility.Visible, Filterable = false, DescriptionField = typeof(Account.description), Required = false, AvoidControlAccounts = true)] public virtual int? UsrAccount { get; set; } public abstract class usrAccount : PX.Data.BQL.BqlInt.Field<usrAccount> { }I have a field validating event on this field. When it returns an error is shows the AccountID instead of the AccountCD. How can is solve that. Can anyone please provide an insight here.

Hello,In Sales order form, I would need to override the “Insert row” standard action but I'm struggling to find the way to do this.Does anyone have a suggestion about this ?Thanks.   

Hey Everyone,I got the following error on publishing POS (2021 R2)(2021.206)   on my ERP (2021.203). What could be the issue?Kindly assist.I will appreciate for your kindness.Thanks.

Hello Everyone, I couldn’t find POS that integrate well with my Acumatica ERP, I tried to publish and use the available POS version but all of them were erroneous.Errors I came across>(After processing pos order printing does not occur, payment status left open after processing, Reprint receipt not working etc)Must the POS version rhyme with Acumatica ERP? My Acumatica build is ;The available POS builds are;  Kindly assist.Thank you

Hi Everyone,When we are converting the Sale Quote to Sales Order, we are updating few custom fields and implemented with the below logic it is working fine, but when we have same line items and could not able to identify the unique line and values are not copying from Sales Quote to Sales Order.can anyone help me with this?I know that As I comparing only Inventory ID, then I’m seeing this issue but is there any field that we can identify uniquely?  public class QuoteMaintExt : PXGraphExtension<QuoteMaint.CRCreateSalesOrderExt, QuoteMaint> { public static bool IsActive() => true; [PXOverride] public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod) { PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph) { graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e) { SOLine objSOLine = e.Row as SOLine;

Hello Community,In my “Page_Load” sometimes I use Grid Control RowDataBound to manipulate the grids layout as followsPX.Web.UI.PXGrid gridWithStyle = (PX.Web.UI.PXGrid)ControlHelper.FindControl("grid", page);if (gridWithStyle != null){ gridWithStyle.RowDataBound += (object grdsender, PXGridRowEventArgs erdb) => { var grdRow = erdb.Row; //Do Stuff }}I have come across a situation where I need to do the same for “Form” control. I tried to replicate the same logic from Grid and modify it for Form but couldn’t make it work. This is what I have done but I have a problem with the commented part for “DataBound” as follows.PX.Web.UI.PXFormView formWithStyle = (PX.Web.UI.PXFormView)ControlHelper.FindControl("form", page);if (formWithStyle != null){ formWithStyle.DataBound += (object frmsender, EventArgs erdb) => { // how? var frmRow = erdb.Row; //Do Stuff }}Any help is appreciated how can I make this work?

Hi Team, I have created customization project & created new tab which is working fine in development environment but when i publish to Server instance tab missing other customization like adding field change name create new screen all working only new added tab in existing screen missing.  My local Instance DevelopmentPublished Server instance  Any solution for this issue ThanksArun.

 i have code like this  and   this my pxselectpublic PXSelect<ITDeliveryPlanning.ITDeliveryPlanning,            Where<ITDeliveryPlanning.ITDeliveryPlanning.orderNbr, Equal<Current<TransDeliveryPlanningDAC.orderNbr>>,            And<ITDeliveryPlanning.ITDeliveryPlanning.lineNbr, Equal<Current<TransDeliveryPlanningDAC.lineNbr>>,                And<ITDeliveryPlanning.ITDeliveryPlanning.lineReceiptNbr, IsNull>>>> ItemsPlanning; why cant update the feild ?i got error like this  Please Help Me 

throw new PXSetPropertyException(Messages.Test);I have added the above code in FieldVerifying event of my custom field.This does raise an error. But the new selected value is assigned to the field. Can anyone see what wrong I am doing here.

I need to gather data from across all tenants of the instance to allow certain users.  One use case is to allow an authorized user to search Stock Items across all tenants.  While I’m open to suggestions on how to do this without creating a SQL view to bypass the CompanyID injection into the SQL statements, I’m trying to  leverage PXLoginScope for a method I’m testing.  While admin@Company works when logged into Company, it throws an error when my current tenant is not “Company”.I am trying to use PXLoginScope  to read all the data as admin and return the results to the end user.I found an example of using it, and I have the same problem no matter my approach.using (new PXLoginScope(string.IsNullOrEmpty(companyId) ? "admin" : ("admin@" + companyId), PXAccess.GetAdministratorRoles()))using (new PXLoginScope(string.IsNullOrEmpty(companyId) ? "admin" : ("admin@" + companyId), Array.Empty<string>()))using (new PXLoginScope("admin@" + companyId))What I find particularly interest

Hello Ppl,I want to display the Total recurring Amount from service contract screen and to display them in Run Service Contract Billing .I am trying to customize the Run Service Contract Billing form to add Total recurring Amount column into the grid.I tried to extend the ContractPeriodDetails DAC for the grid , then added custom field in Screen Editor, I added UsrTotalRecurringPr (Total Recurring Price) control of type decimal to the Grid but am not getting the result.I understand I’m missing/ doing something wrong, kindly correct me here.public class ContractPeriodDetailExt : PXCacheExtension<ContractPeriodToPost>    {        public static bool IsActive() => true;        #region UsrTotalRecurringPr        [PXDecimal]        [PXUIField(DisplayName = "Total Recurring Price")]        [PXUnboundDefault(typeof(Search<FSContractPeriodDet.recurringTotalPrice, Where<FSContractPeriodDet.recurringTotalPrice, Equal<Current<ContractPeriodToPost.refNbr>>>>))]     

Hello Everyone,We need to include the Appointment's Customer name in the recently viewed list. We can put the customer's name in Line 1, but we need it in the title header next to the Appointment Nbr. We have added the customer field  on the PXSearchable  Attribute like below but it is not working. Also we have performed rebuild index process on Rebuilt Full-Text Entity Index. public class AppointmentEntry_Extension : PXGraphExtension<AppointmentEntry> { #region [PXMergeAttributes(Method = MergeMethod.Append)] [PXRemoveBaseAttribute(typeof(PX.Data.PXSearchableAttribute))] [PXSearchable(SM.SearchCategory.FS, "SM {0}: {1} {2}", new Type[] { typeof(FSAppointment.srvOrdType), typeof(FSAppointment.refNbr) , typeof(FSAppointment.customerID) }, new Type[] { typeof(Customer.acctCD), typeof(FSAppointment.docDesc) }, NumberFields = new Type[] { typeof(FSAppointment.refNbr) }, Line1Format = "{0:d}{1}", Line1Fields = new Type[] { typeof(FS

Good day, everyone.We are attempting to display our custom GI on a mobile app, but some of the fields data are showing as empty, despite the fact that everything is displaying correctly on the browser GI result.Please see the screenshot below for reference. The customer and customer location data are not displayed correctly in the mobile app, but they are displayed correctly in the browser.  Also, I attempted to add this screen to mobile using customization, but I received the error "SiteMap description does not contain primary container." The screenshot and code are shown below. add screen GI002170 { add container "Result" { add field "OrderNbrSOOrderOrderNbr" add field "InventoryID" } }sitemap { add folder "Mobile GIs"{ icon = "system://Pen" type = "ListFolder" add item "GI002170" { displayName = "BackOrder Summary custom" icon = "system://Culture" }} } Can anyone tell me what I'm doing wrong or why the data in the generic query isn't displaying

I have created a user defined field (Customer Line Number) on SO301000 to the Details > Grid: Transactions for my company. This field is working as expected, however I am unable to map an excel upload to the grid to that user defined fieldIs there a way to enable import mapping to a user defined field? See picture for more details.2022 R2 Build 22.209.0029 

Hello.We require an additional field "AddressLine4" in both the Business Partner and Customer records, which needs to be incorporated into our opportunities, sales order, delivery note, and invoice documents. However, we are unsure of how to implement this, since the only thing differentiating (for Example at the customer records) between Finance and Shipping is the viewName BillAdress and DefLocationAddress.Is there any Code-Example or would anyone be kind enough to share a package with this implemented?

Good day,with reference to the Acumatica Developer Training and Course T190 in particular, where custom fields with in-cache list values called “Constants” are added to a standard table (inventory item), I would like to ask into the round whether this is basic Acumatica architecture philosophy and how you would compare to storing constants in separate custom tables first.My thinking:Constants are enumerators. Whenever the enumerator needs to be maintained by Business (or an Administrator), storing the values in cache makes it difficult to maintain the data. Loading up scripts with enumerator lists is less performant than storing it in a dedicated SQL table. When creating reports, the constants will not be available.For these reasons, storing Constants in scripts seems intriguing. How do you look at it?How do you maintain enumerator lists, specifically when they may grow, need to be translated, or referred to in reporting?Is my thinking misaligned?I am looking forward to your thoughts!

Hello Community,I decided to post the below as I saw quite a few questions about managing the “Notes” & “Files” action buttons on the forms and how to prevent changes based on some conditions but couldn’t really see a solution or workaround that can benefit others. The below workaround is not so great but does the work.  Notes: In the below example, I am reverting the changes made to the “Notes” of the Sales Orders which are not On Hold, Pending Approval, or Pending Processing. Disabling the “Notes” most of the time is not really work because people need to read the comments but at the same time, you do not want to change. I didn’t spend lots of time on it but couldn’t find an easy way to disable cache modification or the OK button of the Note dialog so instead, I am reverting the changes made on SOs which are not in the above-mentioned statuses. Users can make changes but it won’t be saved and when the page is “Refreshed” or closed or navigated to another document the original not

Hi everyone-We are working on implementing shipping integration but we have an issue with how Acu handles ‘boxes’. The dimensions of the box used to ship, and thus the dimensions used to generate the shipping label, seem to only be able to be specified in the ‘Boxes’ configuration screen.You can enter weight on a shipment, but you can not enter custom dimensions on a shipment, you have to select one of the pre-set box dimensions.Everything we ship is a different dimension, we do not have pre-set or standard boxes, so we need to specify the dimensions of the shipment for every shipment. I was wondering if anyone has had any ideas on solving this, or if anyone has a customization to add Length, Width, and Height fields to the ‘Packages’ tab of the ‘Shipments’ screen that override the dimensions of the selected Box ID? Thank you!!

I have a couple of methods that I will need to use them in multiple graphs. These methods work if I pass them specific Graph, View … but the problem is I have to copy these methods into any screen I need them (currently in 6 places). For example assume I’m doing the exact same thing on APInvoice (APInvoiceEntry) and POOrder (POOrderEntry).If I copy my methods into these graph extensions, I can declare APInvoiceEntry and APInvoice as my method input parameters and pass to my methods then from inside my methods I will have access to the internal objects of them. For example I can access to the Base Graph Viewes or Actions. The same goes to POOrderEntry and other graphs. The problem is I have repeated my codes six times and any improvement and bug fix should happen in six different places.Ideally I would like to convert my methods to generic methods that I can pass any desired Graph and DAC and access to their dependent objects like as views and actions. It could be done through Reflectio

Hello everyone,How can I add a code(to print receipt) to this existing button called PROCESS without replacing the existing methods.The PROCESS button  creates payment, invoices etc. on POS but it not printing the Receipt.And I would like to add this functionality on it. Kindly assist.All responses will be highly appreciated.