Develop Customizations

I have a new graph built accessing a header/detail pair of new DACs.Now I want to add a dialog box to the graph.I use the visual editor, open my custom screen, select Dialogs and add a pop-up panel.Then I try to add a form to the pop-up panel and I get the dreaded “An entry with the same key already exists.” That corrupts the form.I can customize an existing form and add a dialog box to it with no issues. I can reproduce this at will so I’m guessing that I’m doing something wrong.

Has someone done workflow customization within CRM that only when opportunity status is Won, the opportunity/Sales Quote can be converted to Sales Order

Hello Everyone, After creating the Sales Quote from the Opportunities screen and when I try to add a new line item in the Sales Quote --> Details tab and click on the Save and line item getting disappeared. I have un-published all the customization and we are still seeing this issue. Any inputs highly appreciated!!

Hello,I have a custom DAC called Unidad and I need to see all the records regardless of the company or branch that I am logged in,I tried to do this but it did not work: https://stackoverflow.com/questions/58980178/how-do-i-return-data-for-other-branches-for-a-user-with-access-to-only-one-brancThis is my custom DAC:using System;using PX.Data;using PX.Objects.AP;using PX.Objects.GL;using PX.CS;using PX.Objects.CR;using PX.Objects.AR;using HgDevTraficoLocal;namespace HgDevSeguridad{  [Serializable]  [PXCacheName("Unidad")]  public class Unidad : IBqlTable  {    #region BranchID    [Branch()]    [PXUIField(DisplayName = "Branch ID")]    public virtual int? BranchID { get; set; }    public abstract class branchID : PX.Data.BQL.BqlInt.Field<branchID> { }    #endregion    #region UnidadID    [PXDBIdentity()]    public virtual int? UnidadID { get; set; }    public abstract class unidadID : PX.Data.BQL.BqlInt.Field<unidadID> { }    #endregion    #region UnidadCD    [PXDBString(255,

Customize Sales Order to add notes per line item based on the product modifiers from BC

Please help me on this requirementSame as Files button need to add in my screen This is just example. Custom file button need to place at other location of scree. Thanks,Divyang Darji

Hi team,I am doing customization on selector Customer ID on screen AR303000 to bring field Contact.fullName to selector view as following:but I got error timeout when enter a text to searchThe selector Customize ID is customized the field with following code:using PX.Data;using PX.Objects.CR;namespace PX.Objects.AR{ // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active [PXNonInstantiatedExtension] public class AR_Customer_ExistingColumn : PXCacheExtension<PX.Objects.AR.Customer> { #region AcctCD [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search2<Customer.acctCD, InnerJoin<Contact, On<Customer.defBillContactID, Equal<Contact.contactID>>, InnerJoin<Address, On<Contact.bAccountID, Equal<Address.bAccountID>>, InnerJoin<Location, On<Address.addressID, Equal<Location.defAddressID>>>>&

Hi, I need to add a custom unbound field to my smart panel. So I created a definition for an unbound field ‘selected’ in a DAC extension for POLine like below. This DAC extension is defined in my Graph extension which I use for my custom screen.public sealed class PoSelected : PXCacheExtension<POLine>{ public static bool IsActive() { return true; } #region Selected [PXBool] //[PXDefault(false)] [PXUIField(DisplayName = "Selected")] public bool? Selected { get; set; } public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { } #endregion}(I’m not sure whether this definition is right or wrong, If there is something to be added please let me know also)My purpose of using this field in the smart panel is allow the user to select rows and add to the custom screen like below.For now I use the selected field which is already in the P

Hello everyone, I am trying to carry over the approval map in my test environment to another environment. I can export the map as a XML but when I try importing it, it shows the busy mouse icon and then nothing happens. Am I missing a step here? Thank you!

Hello Everyone,We have requirement like add a ShipVia field in the Export Filtering for the Shipment entity.If Shipments are meets the ShipVia condition then these should be exported from Acumatica to Shopify.Could you please help me with the code sample to achieve this?Screenshot for reference. 

From watching the training the way I get a Process Form to call the Action Button from the Graph it is calling,  By doing the following; rename the Process button on Process From to the name of the button on the Graph Change the void for the Action on the Graph to be IEnumerable and have it call a static void The call has to use delegate when calling static voidI did all this and my original graph still works with 2 and 3 change.  So I am assuming no syntax errors there.But 1 does not work.  The Process Form does not seem to call the graph’s Action Buttonwhen I checked trace and put trace writes all over, it never seems to call the graphIt does have an error not sure if related: Object reference not set to an instance of an object.  Send   Raised At: 12/6/2022 7:18:03 AM Screen: VC.50.10.00      Details: 12/6/2022 7:18:03 AM Error: Object reference not set to an instance of an object.    at PX.Data.PXProcessing`1.<>c__DisplayClass82_0.b__1()    at PX.Data.PXLo

I’m trying to add the Postal Code for the customer (General tab) to the Global Search.  I thought that I could start with using MergeMethod.Replace but use the original definition from Customer.cs and change the heading (“zig zag”).namespace PX.Objects.AR{  public class CustomerExt : PXCacheExtension<PX.Objects.AR.Customer>  { #region NoteID   [PXMergeAttributes(Method = MergeMethod.Replace)] [PXSearchable(SM.SearchCategory.AP | SM.SearchCategory.PO | SM.SearchCategory.AR | SM.SearchCategory.SO | SM.SearchCategory.CR, "Zig zag", new Type[] { typeof(Customer.acctName) }, new Type[] { typeof(Customer.acctName), typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Customer.acctCD), typeof(Customer.defContactID), typeof(Contact.displayName), typeof(Contact.eMail), typeof(Contact.phone1), typeof(Contact.phone2), typeof(Contact.phone3), typeof(Contact.webSite)}, NumberFields = new Type[] { typeof(Customer.acctCD) }, Line1Format = "{0}{2}{3}{4}", Line1Fields =

 Hello, I’m trying to change the colour of some text on a form. Specifically on screen PM.30.10.00 Projects. This contains a field called Status and I would like to set the colour to red when the status is Active.By following the article below, I’ve been able to change the colour of the status field when the description field is updated! https://asiablog.acumatica.com/2016/12/client-events-using-javascript.html To do this I have added a JavaScript control to the form and entered a Javascript function, shown below. The script is called on the ValueChanged event on the Description field.Having the colour of the status value set when the description value changes isn’t much use. I’d like to use the ValueChanged event on the Status field, however, because Status is a readonly field the ValueChanged event doesn’t fire. The other event I have attempted to use is the CommandPerformed client event on the DataSource:ProjectEntry object. But this event fires before the Status value is written to

Hello All,I am wondering has anyone done something that allows having a default side panel and when a “Data Entry Screen” like AP Bills is loaded to open the default Side Panel automatically without the need to click on side panel buttons? 

Hi All,I tried to follow the instructions from https://community.acumatica.com/customizations-187/adding-a-new-column-to-a-grid-5268 in order to add column in the gridBut I'm data is not getting displayed, Maybe it was changed in an update?Graph Extension:public class TimeCardMaint_Extension : PXGraphExtension<TimeCardMaint>  {    #region Event Handlers    protected virtual void EPTimeCardSummaryWithInfo_ProjectID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler)    {      if(InvokeBaseHandler != null)        InvokeBaseHandler(cache, e);            var row = (EPTimeCardSummaryWithInfo)e.Row;           if (row != null)            {                PMProject objPMProject = PXSelect<PMProject, Where<PMProject.contractID, Equal<Required<PMProject.contractID>>>>.Select(Base, row.ProjectID);                if (objPMProject != null)                {                     Customer obj = PXSelect<Customer, Where<Customer.bA

I have an existing custom customisation I have to work with.  Below is the Dac for the grid I want to add and the graph extension to be used  [Serializable]    [PXCacheName("TestTable")]    [PXPrimaryGraph(typeof(TSSTStudentEntryExt))]    public class TestTable : IBqlTable    {        #region LineNbr         [PXDBIdentity(IsKey = true)]        [PXUIField(DisplayName = "Line Nbr")]        public virtual int? LineNbr { get; set; }        public abstract class lineNbr : PX.Data.BQL.BqlInt.Field<lineNbr> { }        #endregion         #region StudentType        [PXDBString(2, IsFixed = true, IsKey = true)]        [PXDefault(typeof(TSSTStudent.StudentType))]        [PXUIField(DisplayName = "Student Type", Visible = false, Enabled = false)]        public virtual string StudentType { get; set; }        public abstract class StudentType : PX.Data.BQL.BqlString.Field<StudentType> { }        #endregion         #region StudentNbr        [PXDBString(15, IsKey = true, IsUnicode = true, I

I’m designing a custom form where I only need to show the product ID, production date and net weight. I need to show a barcode that shows the product ID and the net weight when the warehouse operators scan it. However, I couldn’t find a way to combine these two and get a working barcode. I’m quite new to this, could someone please tell me how to approach this?The form I designed lets the user input the net weight manually and the user gets to choose the production date and the product ID from the drop down menu.  P.S.: I’m okay with Code 39 or Code 128, either of those. Also, The [@InventoryID]+[@NetWeight] I set as the value of the barcode was taken from the parameters, and it’s not showing the correct results when scanned, It just shows IID+NW when I scan, instead of the values  

On the Print Invoices and Memos screen, I want to override the email process.  I want to intercept the process where the invoice is being emailed and remove the PDF invoice from the email and add a custom PDF invoice that has been uploaded manually instead.The first step to try to do this is to find the delegate method to override when the processor is run.I am looking at the source code for the ARPrintInvoices graph for that screen.  I don’t see anywhere in that code where the process gets called.  I looked for other files in the PX.Objects.AR repository and I don’t see anything like “ARPrintInvoicesProcess” etc.Can anyone help me find the place in the code where I can override the processing delegate?  I think there are some cases in Acumatica where you don’t have access to certain code, but I’m hoping it is just because I don’t know where to find it. 

Can we customize the following pane in Acumatica. ? 

In doing check runs, how do I print multiple invoices on one check?

Hi Team, I’m trying to add column in FS305700 ( schedule tab) to display below TranDesc column from FS305100.  Irrespective of the entries, it should display only the first line of TranDesc. Can someone help here, how to achieve this.

Coming from other Cloud ERP and CRM systems, I am crazy about best practices on customisations, especially in light of a) system performance, b) reporting capabilities, and c) compatibly with other customisations and new releases (in order of priority).To that end, I wanted to ask whether there is any guidance on database design when creating custom fields, in terms of those a,b,c outlined above.Do you have a golden rule when to go for NameValuePairs (effectively an enumerator table, isn't it) and when perhaps even creating a custom table manually in advance?Our the other way round, is there ever a good reason to add string fields straight to the standard tables.Is there an efficient way to validate performance impact (across the deployments) and has anyone tried tracking it?

I need to customize the RQRequestProcessing class method Process and ProcessAll. But not able to find a way to do that. Can anyone here help me to get started with this ??Thanks

Hello,It has come up in discussion about whether or not we can add a privacy disclaimer as text on the entry screen of the mobile device, or some obligatory popup. The text would read something like, “Using this application gives consent for your location to be tracked”. Something in that regard (I’m not a lawyer, just giving context). Again, I am open to creative ideas for how this could be displayed to the user on the mobile application- I listed two off the top of my head.

I have a custom field on the Equipment screen to show the Production Order number related to the equipment.  To get that value, it is a fairly complicated select statement.  Where I am now, I have the field displaying on the screen, but when you click the Production Number value it does not open the Production Order Management screen. I tried many ways to make the field pull using a selector so that it would simply default the value in the field.  I failed.  So, as a last ditch effort, I created a SQL View that returns my value and I set the field value in the row selected handler.  If anyone sees the flaws in my selector statements that will make it so I don’t have to do it in the row selected, or by using a SQL View, that’s great.  Otherwise, if someone can tell me how to get the custom field to open the Production Order Management screen from what I have working now, that would be fine too.Here’s my Code.  You can see the various things I’ve tried.  I’ve left all my commented out co