Develop Customizations

How can we add a screen for example FS300300 Calendar Board to the mobile App. This does not have a normal form tab or grid in its view. But it contains a different UI. Is it possible to add mobile screens for such screens ?  

Dear Team,Is it possible to prevent update of Notes and files if the transaction is in released status. 

Long story short: I’ve created a graph extension of the CustomerMaint graph. The extension adds a button to the attributes tab that instantiates a custom graph which changes the value of one of the attributes. Upon completion, I want the attributes grid to refresh and show the updated value, however I’ve tried…Base.Answers.View.RequestRefresh();and Base.Answers.View.Clear();Base.Answers.View.RequestRefresh();… but the grid will not refresh.The logic successfully changes the value and clicking the refresh button on the grid shows me exactly what I want, but I don’t know how to call that Refresh in the code or trigger it in the ASPX. Any Ideas?

Hi,I’m new for the acumetica developments. We need to develop new screen same as the sales order screen.We install the acumetica ERP.Can u suggest what I do for the next.We have confusion about how to start development.Looking for your answers.Thanks

Hi everyone,Need to set a default warehouse for specific types of order in the form below.Kindly assist  

Customers of Field Service need to be able to schedule estimate/measurement appointments and provide their prospects with a quote.  To accomplish this, and minimize the errors and clicks, I have added an action to the appointment screen to create an opportunity.  It works perfectly in the UI and I can field update the opportunity with the customer id, contact info and a UDF to be populated with the service order nbr for linkage. My main issue is that it is not redirecting in the mobile app and I am out of ideas on how to make this work.  I am not a developer but am very dangerous in no code workflow/customizations.I have tried several combinations of various parameters and window modes.  When I click on the action in mobile it looks very much like it would like to redirect to Opp screen but it never does.  Help?? :-)   Just for fun I tried adding these to no avail.  What’s weird is that when I looked at the XML I expected to see a line referring to the action NEWOPP since it is showing

hello Linkies,I had developed a UI of a new tab for the stock items screen in one of my instances, where it had been working fine. But not after publishing it successfully in other instance it is throwing the below mentioned error: Please let me know why is this issue getting triggered and how to resolve this.

Hello!I’m developing a custom form with an action that inserts an SOOrder.But the data is not in base currency. So I need that the SOOrder screen calculates the corresponding currency rate according to date, customer, currency rate type as normally does when an user captures a sale.But when I insert through code the SOOrder, the currency rate is always 1.00.How to insert the currencyInfo in a new SOOrder when created from code?

I am trying to create unit tests for a graph extension that I’ve developed for ARInvoiceEntry. The business logic depends on the cash account used. So we query the database for the cash account to get all the fields of the CashAccount DAC and its DAC extension. Then depending on the values of the field in CashAccount, the logic will set values in ARRegister. I am stuck on how to set up the ARInvoiceEntry graph to start unit testing the logic.  I assume that because unit tests don’t use the database, we cannot test logic which use BQL queries or logic which access the database such as [DAC].PK.Find(). Is this the case or am I wrong? Is there a way to either:1. Create unit tests for logic which query the database.2. Create code which is unit testable (Maybe best practices would be to always check the cache? So code would be unit-testable as long as we know how to fill the cache.)Thanks for the help, it is greatly appreciated.

Hi Everyone,I have a request here to add the print button,scenario - If i have the below appointment list then print button should be enabled. If not then print button should be disabled. I want to insert the print button here,  kindly pour your inputs and suggestions here.

Hello Everyone, Hi @aaghaei  I want to add a custom field in Customer Location screen(AR303020) as below so i added as preferred Techand the data should picked from Customer screen(AR303000), attribute TAB.The newly added column Preferred Tech (either as Text or Dropdown) should hold the data of AttributeID field(with Value if its contain).Kindly advise how to proceed further.

Hello Everyone,I have an Extension that I would like to Activate based on the Value from the FeaturesSet. I have added a DAC Ext to the FeaturesSet “HCLSMFeaturesSet.usrHCLEnhancedApproval” but when I try to get its value whether or not it is true always returns false even when I know for sure it is true (I checked both DB and Enable Feature screen). Any thought why?public class HCLAPInvoiceEntry : PXGraphExtension<APInvoiceEntry>{ public static bool IsActive() { //Either return PXAccess.FeatureInstalled<HCLSMFeaturesSet.usrHCLEnhancedApproval>(); //Or return PXAccess.FeatureInstalled(typeof(HCLSMFeaturesSet.usrHCLEnhancedApproval).Name); }} 

BackgroundWe hoped to upgrade from 2021 R1 to 2021 R2 last year, but other projects pushed the upgrade back when we ran into upgrade issues on the workflow.  However, I did preliminary work on the upgrade to get complete the development for testing with very little difficulty on the code side.  Since we ran into trouble with our UI based customization project for the new workflow engine, we focused on reworking our workflows to be coded in Visual Studio and never made it to the rollout of 2021 R2.  (This is important to know as it means the problem did not exist in upgrading from 2021 R1 to R2.)Getting an ErrorThe time has come for us to upgrade to 2022 R1 (22.102.0054), and I ran into a rather peculiar problem.  While we do not use Payroll in Acumatica, I kept getting errors preventing publishing my customization project due to a problem with Payroll.By going into the customization project and selecting Show Active Extensions on the Extension Library menu, the errors (or something ver

Hello all,I need to check in a graph an Action Name exist so I loop through the actions but I am unable to get the Action name. Can someone help me out here?for (int actionID = 0; actionID < Base.Actions.Count; actionID++){ string actionName = Base.Actions[actionID].ToString(); if (actionName == "MyButton") { //Do Stuff }} 

Hi all,I want to show up a message when shipment(SO302000) loaded. Which event should I use? All events fired by some actions. I can’t find any like document loaded event. 

Hi,I have to  get Account Id ,Transaction Description from APTran Table  and adjusted amount from ApAdjust Table for my Payment Voucher Report.I need to join ApPayment Table , APAdjust Table and ApTran Table.1st I joined ApPayment Table(column - RefNbr) and ApAdjust Table(column-AdjgRefNbr) below like that. Then I joined ApAdjust Table(column - AdjdRefNbr) and ApTran (column-RefNbr)Table below like that.But,After adding 2nd join report designer show below error. If we remove the second join error is gone. Can you give the solution for this issue.Thanks

BackgroundRecently I was trying to do an export on Sales Orders that excluded all Detail Inventory lines that have the Type “Non-Stock”. I attempted many times to get this simple code below to work.Each time failed, but I noticed the Type field was not included in the Details line on Sales Orders. So, I tested it on a field that was already in the details section, Warehouse.After doing this export I noticed all the records I wanted excluded were gone. My assumption is the Type field needs to be included in the Details line on Sales Order to have it be excluded from the export. So, I attempted to add the Type field to the existing Details section through the Project Editor. Here’s where my issue comes up. ProblemI have no idea how to add an already existing field from another location onto the Tab > Details > Grid: Transactions page for Sales Orders. I have attempted adding the field via the SO301000 > Fields tab, however, it comes back with an error stating the data does not h

Hello experts,I have been trying to add a dropdown list to a new processing screen but, the list isn’t getting displayed. I have shared the dac and graph codes below. Please guide me out where i am getting wrong.Thanks in advance.Dac code:using System;using PX.Data;namespace MassCust{  [Serializable]  [PXCacheName("Mass_Activity_Table")]  public class Mass_Activity_Table : IBqlTable  {    #region Activities    [PXDBString(50, IsUnicode = true, InputMask = "")]    [PXUIField(DisplayName = "Activities")]    public virtual string Activities { get; set; }    public abstract class activities : PX.Data.BQL.BqlString.Field < activities >  { }    #endregion    #region Source    [PXDBString(10, IsFixed = true, IsUnicode = true, InputMask = "")]    [PXUIField(DisplayName = "Source")]    public virtual string Source { get; set; }    public abstract class source : PX.Data.BQL.BqlString.Field < source >  { }    #endregion    #region Cust_Lead_ID    [PXDBString(IsUnicode = true, InputMas

Hello All, I have a Field updated Event Handler that calls a method. It works fine until the change to the field comes from a PXLongOperation. To be more specific, on APInvoice the status field is updated by the different actions. All actions and status changes are monitored just fine until I Release the document (Status changes from Balanced to Open). This is when the handler misses the change possibly because it is running in a separate thread/scope. Below is the Handler I have. How can make the handler listen to the change from PXLongOperation too?protected void _(Events.FieldUpdated<APInvoice, APInvoice.status> e){ if (e.Row == null) return; SyncStatusTransitionLog(Base, e.OldValue, e.NewValue);} 

On my custom page, I have an action to open the Recalculate Customer Balances screen (AR509900)        public PXAction<RecordsToProcessFilter> Rebuild;        [PXButton(CommitChanges = true)]        [PXUIField(DisplayName = "Rebuild Accounts")]        protected virtual IEnumerable rebuild(PXAdapter adapter)        {            var graph = PXGraph.CreateInstance<ARIntegrityCheck>();            throw new PXRedirectRequiredException(graph, false,                    "Rebuild Accounts");        } There are two versions of this screen.  The new one and the (old) one.When the graph gets instantiated, the highlighted line sees the screen being called from IC501010, not AR509900.  Thus, it kicks me to the else section and uses the OLD way of doing it.  It actually opens screen ID AR509901.  The arReleaseGraph actually errors out when recalculating a customer in the U100 sample data, whereas the new way does not.  Plus, the new way is a LOT faster.protected virtual void _(Events.RowS

 Hi,We need to add created by user name into payment voucher report is acumetica.We try to join ApPayment and Users Table.ApPayment has CreatedByID and User table has username field.Below screen shots attached for the reference.ApPayment TableUsers Table We join these table using report builder below like that.After the report complied it shows below error. Because CreatedById is uniqueidentifier type and user name is nvarchar type. Can you give the solution to get createdby name for the apPayment transactions is Payment Voucher Report.Thank you

Hi All, I want to stop adding new lines to a sales order based on a condition. How can I do this.?I tried adding the following. But It did not worked.  protected void SOLine_RowInserting(PXCache cache, PXRowInsertingEventArgs e)  {            var row = (SOLine)e.Row;            if (row == null) return;            //Condition            if(Condition == true)           {                       Base.Transaction.Delete(row);            }   } 

I have a custom table that stores the customer ID of customers that have been merged in my “Merge Customers” application.  After customers get merged, I want to automatically select them to be processed on the Recalculate Customer Balances screen.  After merging, it is just simpler to let Acumatica calculate the new customer balances than to do it myself.I created an extension for that graph.  The idea is that I redirect to this screen at the end of the Merge Customers process and the user simply has to click PROCESS on the screen as all the affected customers would be selected already.In the extension, I thought I could use the RowInserting method on the grid to check the box on the line if it was in my custom table.  That line doesn’t fire when the grid is being filled from the related View. I also tried FieldVerifying on the Customer field of the grid (and a few others) but they don’t fire unless you actually interact with the grid.Just to try to get something to work, I committed a

Hi, I’m trying to create a unit test for my Extension Library, but retrieving a DAC Extension always returns null for some reason. I followed all the steps in T280 course but I still can’t get the DAC Extension. I am currently trying to create unit tests for version 22R1. Here is the code snippet: using Xunit;using PX.Data;using PX.Tests.Unit;using PX.Objects.CA;using Custom.DAC;using PX.Objects.GL;namespace Customization.Tests{ public class CashAccountMaintExtTest : TestBase { [Fact] public void TestingCashAccountExtension() { Setup<CashAccountMaint>(new GLSetup()); Setup<CashAccountMaint>(new CASetup()); var graph = PXGraph.CreateInstance<CashAccountMaint>(); CashAccount cashAccount = (CashAccount) graph.Caches[typeof(CashAccount)].Insert( new CashAccount { CashAccountCD = "Test" } ); //This

Hello Hello, I have a custom field on POOrder  named “additionaldescr” (Usradditionaldescr).I want to bring this field value to POReceipt which also have the “Descr1” (UsrDescr) when creating Purchase Receipt by click button “ENTER TO RECEIPT”. After that I would like to carry again “ Descr1” field to APInvoice which have the “Descr2”(UsrDescr2) by clicking Enter AP Bill.The goal is like this. POOrder » POReceipt» APInvoice . Can someone help me please. Best Regards,May