Develop Customizations

How to publish a customized project to multiple tenants in a live site.ServiceGateSoapClient serviceGate = new ServiceGateSoapClient(ServiceGateSoapClient.EndpointConfiguration.ServiceGateSoap, endpoint);var result = serviceGate.LoginAsync(new LoginRequest(UserName, Password)).Result;When I login I got that error in result variable.PX.Data.PXUndefinedCompanyException: A proper company ID cannot be determined for the request.at PX.Data.PXDatabaseProviderBase.GetCurrentCompany()at PX.Data.PXDatabaseProviderBase.getCompanyID(String tableName, companySetting& setting)at PX.Data.PXDatabaseProviderBase.getRestriction(String table, String alias, Boolean mainRestriction, Boolean isRightJoin, Nullable`1 effectiveCid)at PX.Data.PXDatabaseProviderBase.appendWhereClauseToSelect(String tableName, PXDataField[] pars, StringBuilder bld)at PX.Data.PXDatabaseProviderBase.SelectSingle(Type table, IEnumerable`1 joins, PXDataField[] pars)at PX.Data.PXDatabase.SelectSingle[Table](PXDataField[] pars)at

Hello Goodnight. How can I put de sum of the “Vendor # 2 Amount” column (grid) in the Total field ( Vendor # 2).the result in the “Vendor #2” field should be: 180. I need to update the total value (Vendor #2 field) for each record the user adds in the grid (the user does not necessarily have to save the record to reflect the update in the “Vendor #2” field) too. Additional: is a master detail form could someone help me please.

Does anyone know if there are any settings or ability to revert away from the three dot menu back to what was there previously for the actions menu UI/dropdown? In theory, this provides a cleaner UI, but it now presents UX issues that we prefer to avoid re-training 

Hello Everyone,We have a requirement to show the count of selected records on the processing screen grid footer.We have used Statusfield of the grid control and added my custom field fieldselecting event to show the selected record count in the code.The issue is, The total value in the footer in not updating when we select the checkbox in the processing screen result grid. The count value in the footer is updating when we do grid refresh manually on the screen. I have added “commitchanges = true” to the checkbox and other refresh paramaters in the aspx page but stll it is not working.Below is the code sample.namespace PX.Objects.AR{ public class ARDocumentRelease_Extension : PXGraphExtension<ARDocumentRelease> { public virtual void BalancedARDocument_Availability_FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { // Set text that appear in footer string text; int selectcount = 0; foreach (BalancedARDocumen

 Hi, all. I’m currently creating an extension library which is dependent on SkiaSharp. SkiaSharp itself is a managed DLL, however it is dependent upon libSkiaSharp.dll which is unmanaged. Is there a way to include this file in the customization project which makes acumatica ignore the file while keeping it visible to the extension library’s DLL. Any help and insight is deeply appreciated, thank you kindly.

I have added a new “Check/Giro Number” field in Journal Transaction through this following code.namespace PX.Objects.GL{    public class BatchExt : PXCacheExtension<PX.Objects.GL.Batch>    {        #region UsrCheckGiroNbr        [PXString(11)]        [PXUIField(DisplayName="Check/Giro Number")]        public virtual string UsrCheckGiroNbr { get; set; }        public abstract class usrCheckGiroNbr : PX.Data.BQL.BqlString.Field<usrCheckGiroNbr> { }        #endregion    }}I want to show this field in ARPayment so I add an DAC extension#region UsrCheckGiroNumberprotected virtual void _(Events.RowSelecting<ARPayment> e){   ARPayment row = (ARPayment)e.Row;   if (row == null)   {        return;   }   using (new PXConnectionScope())   {     ARRegisterExt rowExt = row.GetExtension<ARRegisterExt>();     usrCheckGiroNbr item = SelectFrom<BatchExt>         .Where<BatchExt.usrCheckGiroNbr.IsEqual<@P.AsString>>         .View.Select(Base, row.usrCheckGiroNbr

I am beginning work on a custom integration betewen a third party WMS and Acumatica.The current paperless picking process in Acumtica seems to be not much more than a way to fill in some fields in the “Shipments” area of Acumatica. You can set the shipping qty of items on the order, set the packacking, etc. But that’s pretty much it.So it seems that at the point that a Shipment is created and any Hold status released, the order can be transmitted to the WMS for processing. I think it would be cool to have a line-by-line pick status for each item on the shipment, which doesn't appear to be a feature at the moment.Once the shipment is fully picked, then any packaging can be selected as necessary, and then the shipment can be confirmed once loaded onto a truck or Fedex/UPS.Anyone have any other ideas of things that need to be filled out by a third party WMS during synch with Acumatica? Obviously similar things need to happen for Purchase Receipts and receiving processes..

I have a workflow action which I’m using to update the NoteText after transition from the state So the New Value is set to the following in the workflow > state > transition properties: {Set Field NoteText} =Concat('XXXXXX happened at ', Now(), CStr('\r\n') )Works like I would have expected, but that also over-writes the current note.  The hope would be to append, so I attempted this: {Set Field NoteText} =Concat([NoteText], 'XXXXXX happened at ', Now(), CStr('\r\n') )This doesn’t behave any differently.  How do I reference the current/existing note on the current document (in this case on the POReciept)?  That way I can properly append my “log” entry. ALSO: does anyone else experience a bug in the note updates where you have to refresh the screen to see the new result, as opposed to just opening the note to see the current value?? PS: This approach isn’t what I’d really like to do, as I’d prefer to have a more generalized audit log mechanism that would work like the manufacturin

Hi,I am trying to add an attachment option to the inventory screen on the mobile app however when I add in an option to Update IN202500 I do not get a preview and I get this error Can't find entity with key 'IN202500' in current context.I can update other screens like SO301000 without issue so does anyone have an idea why inventory items is giving this message?

Hello,We have added custom City/State/Country fields to the Employee Time Card screen details grid and are utilizing the Acumatica State and Country attributes. The lists load correctly, and records can be saved, but the validation and updating events defined by the attributes aren’t firing correctly on the screen. Has anyone had any experience with customizing this particular entity?I’ve included a simple customization project that demonstrates the issue. I’m hopeful that I’m just missing something here.Thanks!

I can successfully create a SO and create a PO from the SO in code. I can receipt the PO on the screen and then ship the SO on the screen. It all works 100%. The PO Link on the SO is enabled but when I click on it the link is empty. How can I build the link in code?

Hi everyone,i am having my processing form which is calling external API to collect the data, the thing is that my saving into database is working, but i would like to use the data to save into Leads, when i use var graph = PXGraph.CreateInstance<LeadMaint>(); to create graph, i have created two DACs (one for the address and one CRLead) but i cannot insert them into database so that i can call “Actions.Save”...Can someone give me some guidence….

Does Acumatica have a built-in button to undo changes in Data Entry Grids?

Please help me add one more “And<>” to my statement.This statement is all squiqqle free and works as expected.PXSelectBase<AuditHistory> recordsToProcess = new PXSelectJoin<AuditHistory,    LeftJoin<QTCAuditHistoryReport,         On<QTCAuditHistoryReport.screenID, Equal<AuditHistory.screenID>,            And<QTCAuditHistoryReport.batchID, Equal<AuditHistory.batchID>,            And<QTCAuditHistoryReport.changeID, Equal<AuditHistory.changeID>>>>>,    Where<AuditHistory.changeDate, GreaterEqual<Required<AuditHistory.changeDate>>,        And<AuditHistory.changeDate, Less<Required<AuditHistory.changeDate>>,        And<QTCAuditHistoryReport.screenID, IsNull>>>>(this);    return recordsToProcess.Select(filter.StartDate, filter.EndDate.Value.AddDays(1).AddTicks(-1));This is the “colorized” version: My record set returns rows from the AuditHistory table that have null screen id’s and I want to

Hello,I have push notification for Payment adding. Payments could be invoiced or added directly to sales order and in both cases I need to filter it by SalesOrder external ref.

I have a UDF defined on the ‘Bills and Adjustments’ screen which is of type ‘Checkbox’ (Boolean) which works just fine. This UDF was defined using Acumatica’s User-Defined Fields functionality, thus its not a standard field added through the Customization Project. I have tried to add the UDF checkbox to show up on the ‘Checks and Payments’ screen under the ‘DOCUMENTS TO APPLY’ screen which does work and it does show its value, however I am encountering a strange behaviour whereby the value of the field disappears (is set to Null / False) when the record is saved.  Below is an example:When adding the bill under the ‘DOCUMENTS TO APPLY’ tab, the UDF’s value is retrieved and shown correctlyWhen pressing the save button (saving the payment record), the ‘Disputed’ UDF checkbox for Bill 003126 is changed to False/Null as shown below  Note that this field is read-only in the grid which is correct, as the actual ‘Disputed’ UDF field is set on the ‘Bills and Applications’ screen, hence the role

Hello--Was wondering if anyone can give me a hand with this… We essentially want an exact duplicate of the Description (OrderDesc) field that is already on sales order/invoices.I have created a new field on each entry screen, but am stuck trying to pass the value from the SO to the invoice.I assume I should override the PrepareInvoice action, but not sure how to actually reference the fields I have created?  I.e. This is as far as I got but i know “  ThisNewInvoice.CustomerSubject = row.CustomerSubject; “ is obviously wrong Any help is appreciated!!public class SOOrderEntryExt : PXGraphExtension<SOOrderEntry>{ [PXOverride] public IEnumerable PrepareInvoice(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod) { if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrder)e.Row; ThisNewInvoice.CustomerSubject = row.CustomerSubject; return baseMethod(adapter); // and then return } 

Hi everyone,i have to create a customization in Acumatica to update QTYONHAND attribute in the Stock Item with the current inventory, from the Norwalk warehouse whenever inventory updated. Here are the screenshots for my requirement:Available For Shipment Total marked in RED want this total in Attribute value of stock item.   If anyone help, please reply asap. Thanks 

Hi,I am trying to use automation steps to automatically update the planning BOM ID on the stock itemThese are my conditions:This is the actionThis is the action runningHowever, after clicking “update” and going to the stock item, the planning BOM ID has not been updated.Does anybody have any ideas where I’m going wrong? Thanks,Chris 

I want to show the description of a stock item in a column of another screen. But when I was trying to set it in the normal way, it just gives the html code(see the below screenshot),not the actual description sentences. Following is the code that I tried, InventoryItem item = new PXSelect<InventoryItem, Where<InventoryItem.inventoryID,     Equal<Required<InventoryItem.inventoryID>>>>(Base).Select(row.InventoryID);            if(item != null)            {                rowExt.UsrItemDescription = item.Body;            } How can I show the actual description of that item in my custom column instead of showing html code.Any help?

I am trying to press RemoveFromHold button on APInvoiceEntry from a Generic Graph Extension but I’m receiving the below error. Can someone help please? The error is “System.Data.SqlClient.SqlException: 'Invalid object name 'PXMappedCacheExtension'.'” For the sake of claification, when I press this button from inside the APInvoiceEntry Extension it works. But since this is repeating for 7 screens, I’m converting some of the logics of these extensions to GGE to prevent from repeating.  

After upgrade 2022 R1 : getting Error “The type name 'majorStatus' does not exist in the type 'CRCase' “

I am trying to add an Action to the top of my custom form, but I cannot get it to show.In the screen editor, it shows the actionMy goal is to run a process when the action is clicked.Here is my graph:namespace QTCAuditReporting{ public class QTCAuditReportV3 : PXGraph<QTCAuditReportV3> { public PXFilter<QTCAuditHistoryReportFilter> Filter; public SelectFrom<QTCAuditHistoryReportView>.View RecordsToAdd; public SelectFrom<QTCAuditHistoryParameters>.View Parameters; [Serializable] [PXHidden] public class QTCAuditHistoryReportFilter : IBqlTable { #region ScreenID [PXString(8, IsFixed = true, InputMask = "")] [PXDefault] [PXUIField(DisplayName = "Screen ID", Required = true)] [PXSelector(typeof(Search5<AUAuditTable.screenID, InnerJoin<SiteMap, On<SiteMap.screenID, Equal<AUAuditTable.screenID>>>, Where<AUAuditTable.isActive, Equal<True>>, Aggregate<GroupBy<AUAuditTable.screenID>>>), typeof(AU

Hi All,I need to join more table in Inventory transaction summary screen ( CST.IN.40.60.00), in particular InventoryItem and CSAnswers table, but in  CST.IN.40.60.00 screen dont have GI, so I dont know how to join table.  Pls advice me if you have any idea.Thank you in advanced.

Browsing the Forums, it seems many people have Easypost working with Acumatica to generate their Customs Documentation automatically from Acumatica.  I’ve installed the Easypost customization and have Fedex and UPS working, but I can’t determine which fields on the shipment I’m supposed to enter the required Customs information (Commodity type, Customs Value, Harmonized Code, etc.) to generate the commercial Invoice.It seems easy enough to create the Customs Object for the Easypost API, but I can’t find any documentation on the Easypost customization project (that I believe Acumatica maintains) that shows what fields map to what.  The project does add some extra fields to the shipment.   thanks!