Develop Customizations

With some basic modifications in workflows. Could you generate an inter-company PO from a shipment? essentially have this step prior to shipment confirmation?Something like Customer <<— SO-0001 in Branch 1 —> Generate Shipment —> Create Inter-company PO from shipment —> Generate SO in Branch 2 from PO —> Process SO-0002 in branch 2 and PO Receipt —> Confirm Shipment for SO-0001 — > standard Acumatica processes in shipping from Branch 1.                            

Hi colleagues,have any of you added recipients (To: ) field under Customers/Activities tab when the activity type = email?How hard would it be?That would tremendously help our internal AR collections users. Thank you!

Can we add style like this in any screen ??Or can we edit this style ??I have applied the style manually by placing the class in the ASPX file itself. I am looking for a workaround through the customization proj. editor.Thanks

Hello Everyone,How can I add the following selector fields in Budgets form just exactly like how they appear in Journal transactions form.Journal transaction: All the three fields are selectors: eg Project/contract Budgets: where I want to add them.  Kindly assist.All responses will be highly appreciated. Thank you.

Hi, I’m new to acumatica. I have customized a form (PI301000) . In this form, there is a grid in the tab like below.I want to move the ‘Add purchase’ button with the action into the grid toll bar. But when I was trying drag and drop button into the ActionBar - custom items in the project editor, It shows me the below error.I checked whether there is another action using the same key but this is the only action I have defined except ‘Print report’. can someone help me with this issue please?Thank you. 

Hello all,I am upgrading my Customization Projects to 2022R2. All references work fine just on “PX.DBServices” I am getting the below screenshot error. But as you can see I have already added the required reference. Any thought on what other library I should possibly add? 

Unable to insert after changing attribute type from int to decimal This my DAC code     #endregion        #region QtyPlan        [PXDecimal]        [PXUIField(DisplayName = "Qty Plan", Required = true)]        public virtual Decimal? QtyPlan { get; set; }        public abstract class qtyPlan : PX.Data.BQL.BqlDecimal.Field<qtyPlan> { }        #endregionPlease Help Me

Like in above image we have created a custom screen for proforma invoices. When we click the print report button in the top right it creates a print report wizard as follows. In this we want to email a copy of this Pro forma Invoice report to the relevant customer when click the SEND button in the top. But when we click the SEND button we want to auto pick the customer’s email address for the “To” section of the Email Activity section without picking it manually. So guys, can you give me some guidance me to accomplish this scenario? Thank you. 

EDITED for clarity.  I’m not having a problem.  Everything is OK!  😀  But perhaps my knowledge of Acumatica is deficient!I was wondering if anyone could shed light on this.  The sample data shows AACUSTOMER as a customer.  You can see this in the BAccount table as the type is “CU”.  Prior to 2021R2, there was no record in the Vendor table for this account.  Starting in 2021R2, this account is also showing in the Vendor table.There is a record in the Customer table (obviously)There is ALSO a record in the Vendor table: Is this an “anomaly” in the sample database, or is there some way in Acumatica that a customer can be added to the Vendor table even though the BAccount Type is “CU” and not “VC”?You cannot bring up AACUSTOMER in the Vendor screen even though there is a record in the Vendor table.  I’m sure it is because the Type in BAccount is “CU”. 

Hello, We've added our web service endpoint, generic inquiry and push notifications to our customization project. However, if we make a change to one of those items and save the change, the change isn't saved in the customization project and we see that the project’s "Last Modified On" date continues to show the date when the item was last added to the project. Is this the expected behavior? Our work-around is to remove the item from the customization project and then add it back in. Is there a better method? What steps should we follow to make sure the changes we make are actually saved to the Customization Project? Thanks, Dave

Hi All,So I am currently adding a Custom Field onto the Stock item (Kitting Required is separate from any of the typical Kitting functionality in ACM).I am wondering if it is possible to access this on the Inventory Transfer transaction for example.Looking at the Inventory Item DAC it looks like it was added to the DAC, yet I am not sure on how to get this field (or any other field not available) to show here: This is where I would need it to get to actually use the value from the Inventory item correct?I am a little lost on how to let the Field show up in the Transaction Grid and bring over the value it has assigned on the Stock item.Any thoughts/ideas?

Hello,I made a screen that i can insert from it in database but it shows all the records from the tablehow can i make the screen show only the records that im inserting to the DB

I have a custom table which is used for a selector on my extension of the PMTimeActivity graph.When you click the lookup, you can see there are two records to choose from:If you type “122”, you can see it finds the first record in the Plan Code field:If you type “es”, if highlights both of the records in the Description column:If you type “fs” I want it to show the first record in the selector as that has “FSDF” in the Alternate Plan Code column.These are the pertinent DAC fields for the custom table       #region PlanCD        [PXDBString(50, IsUnicode = true, IsKey = true, InputMask = ">aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")]        [PXDBDefault]        [PXUIField(DisplayName = "Plan Code", Required = true)]        [PXCheckUnique(typeof(ICSPlan.planCD))]        public virtual string PlanCD { get; set; }        public abstract class planCD : PX.Data.BQL.BqlString.Field<planCD> { }        #endregion        #region LegacyPlanCD        [PXDBString(50, IsUnicode = t

Hi,I have added a smart panel to my customized screen. When the customer is selected in the from and clicked on the “Add Purchase” button, all the purchase orders get loaded into the smart panel. Below screenshots for the reference. Now I need to add selected purchase orders into my customized grid below the form. But my issue is, when I select orders and clicked on “Add & close”, still the grid is empty. Can someone help me with this issue please?Thank you in advance.Below is the code for my action, defined in the graph extension which is created when adding the smart panel  public PXAction<APProforma> MyAction; [PXUIField(DisplayName = "Add Purchase", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] [PXButton(CommitChanges = true)] public virtual IEnumerable myAction(PXAdapter adapter) { if (POrdersView.AskExt() == WebDialogResult.OK) { APProformaItemList proforma = Base.AP

How can I attach a file programmatically when opening Email Activity window using  throw new PXRedirectRequiredException(graph, true, "Email") { Mode = PXBaseRedirectException.WindowMode.NewWindow };I was able to set From , To, CC, BCC & Body by using graph.Message.Current . Is there any way to attach a file when opening this Email window? 

Hi,I tried to do some customization in my acumatica Erp (2022 R2).When I add the Base.Document.Current method it shows an error below like that.Is it not valid? Please help me.Thanks you

Hey all,I was assigned a new project to make an inquiry to find all orders with any given SKU in it. As a developer my instinct was to jump to making an inquiry form from scratch. However, while I was in the middle of the project it dawned on me that this could probably of just been a generic inquiry. So I set out do see if there was any standard as to when to make a new Inquiry form vs a generic inquiry, but I couldn't find anything concrete and the university write ups don’t say when one is preferable to the other. So, my question is what is your guys' opinion on when to make an inquiry form vs a generic inquiry and is there any performance benefit to picking one over the other? (assuming both are well written / bug tested) My assumptions are that a well written Inquiry form might eke out the performance of the same generic inquiry and that you might be able to create a more complex inquiry form if you needed to. However I have no real basis for these thoughts and I would like to kno

I need to add JavaScript code to run when a button is clicked on a screen I’m including through a Customization Project. (I’m using Acumatica 2022 R1)I am able to do it by including a function using the JavaScript control, and then calling it from the Click or MouseDown inside the ClientEvents menu on the button’s properties.I can also do it by entering the JavaScript code directly into the Click or MouseDown events.I can confirm the JavaScript code runs, but the problem is that it runs when the screen is loaded, instead of when the button is clicked. Also, the code runs twice for some reason.I was wondering if this may be caused by not following a right way to include JavaScript. I’d like to know what steps need to be followed if this is the case, or to learn from any suggestions any of you may have tried already to make JavaScript code work correctly on a button click.

I want to load a file in Acumatica into Nuget package object(It expects file location). If we consider a file such as attachment in SOLine, how can I get actual location of that file?  

I want to align added buttons(see the attachment 1) to bottom right and the align the search bar to top right. I tried several ways but I could not accomplished it. I'm new to acumatica environment. So i kindly request an advice/guide  from you guys to align these button and search bar as i want in this customized screen. 

Hello Everyone,I am working on enhancing some of my older projects and simultaneously I am updating my codes from BQL to FBQL for better readability and using some new functions of FBQL. I have come across a piece that I have used IsNull<,>. I am wondering how can I use IsNull in FBQL.Below is the piece of code I have converted to FBQL (the BQL version was working fine) I tried using “Use<>” before “IsNull<>” to mix use BQL with FBQL but didn’t work either. HCLPMCostProjectionView costProjection = SelectFrom<HCLPMCostProjectionView> .Where<Brackets<HCLPMCostProjectionView.projectID.IsEqual<@P.AsInt>> .And<Brackets<HCLPMCostProjectionView.taskID.IsNull.Or<HCLPMCostProjectionView.taskID.IsEqual<IsNull<@P.AsInt, HCLPMCostProjectionView.taskID>>>> .And<Brackets<HCLPMCostProjectionView.costCodeID.IsNull.Or<HCLPMCostProjectionView.costCodeID.IsEqu

We are looking for a way to have the address start to auto populate once our users start typing. Place Autocomplete by Google or something similar to that.Is this possible to integrate into Acumatica?

Hi,I added a smart panel for my customized screen. After the customer select, all the purchase order show in smart panel like below.After I clicked the checkbox and clicked ADD button clicked line need to be add to the grid view Below like that.But,My issue is when I clicked the add button data is not added to grid.This is my Action method.  public PXAction<APProforma> addNewOrder;        [PXButton(CommitChanges = true, DisplayOnMainToolbar = false)]        [PXUIField(DisplayName = "", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select, Visible = false)]        protected virtual IEnumerable AddNewOrder(PXAdapter adapter)        {            APProformaView.AllowInsert = true;            PXSelectBase<POOrder> orders =                    new PXSelect<POOrder,                    Where<POOrder.orderNbr, Equal<Current<APProformaItemList.ponbr>>>>(Base);                        foreach (POOrder item in orders.Select())            { 

Hi,I added a allow filter into my custom smart panel.Then,I need to align its into top right corner in my smart panel.Can you please help me. Thanks you

Hi experts,I want bring custom field Invoice Number (UsrPSInvoice) on screen Bill and Adjustment (AP301000)to grid on screen Vendor Details (AP402000)by selecting this field in Screen EditorHowever, the value of this field is always empty although it contains value on Bill and Adjustment Do you know how to get over this issue?