Develop Customizations

I have been asked if there is a way to limit who shows up in the price manager Selector on the Stock Items screen under the Price/Cost tab as in the screenshot below.I have created a generic inquiry which shows who we want to see. It has the following DACS:Users → UsersInRoles - Inner join on usernameUsers → Contacts - Inner join on pkID = userIDCondition = UsersInRoles.RoleName Equals PurchasingThis seems to give the restricted set of users/contacts we want.How do I go about changing the Selector for this field to use this as a the query instead of showing the full list of employees if shows now? Thanks for any help, Phil

Hello,I’m trying to create shipment by code. I’ve already create the shipment successfully, but while I trying to create shipment from same sales order but different inventory, it’ll show message below.Here is my code I currently use.            foreach (SOShipmentPlan res in tmpShipmentPlan.Cache.Cached)            {                //foreach(list in List<SOPreShipmentLine> lists) { }                var plan = (SOShipmentPlan)res;                plan.Selected = true;                SOOrder order = PXSelect<SOOrder,             Where<SOOrder.orderType, Equal<Required<PreAddSOFilter.orderType>>,               And<SOOrder.orderNbr, Equal<Required<PreAddSOFilter.orderNbr>>>>>.Select(thi

In the Sales Order screen, I want to take an Inventory ID value that the user has entered, say, “APPLE”. I want to look for that value in another table and possibly replace the value of APPLE with some other value.I have tried changing e.NewValue in a FieldVerifying event.A very simple version of my code is here and AMCOTTON is an existing inventory item. So, in testing this I hoped that it would but AMCOTTON into that field regardless of what I entered.protected void SOLine_InventoryID_FieldVerifying(PXCache cache, PXFieldVerifyingEventArgs e, PXFieldVerifying InvokeBaseHandler) { e.NewValue = "AMCOTTON"; if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); }However, I end up with a blank field value.Is FieldVerifying the right event to make changes to e.NewValue?

When a user saves a Purchase Order, the LastPrice in the POVendorInventory table is updated.  If there are multiple lines in the PO for the same item, they may have different Unit Costs for the same inventory item.  When the table is updated, the last record in the grid is what ends up in the field.If there are multiple lines with the same inventory ID, my customer wants to update the LastPrice field with the LOWEST unit cost, not the last one to be processed.To complicate this, they want to change the LastPrice field to the lowest Unit Cost if it is overridden in the Purchase Receipts screen.  Based on my testing, if you edit the Unit Cost on the Purchase Receipts screen, I don’t see that it updates the POVendorInventory table.  They want it to update the table if the Unit Cost is overridden.  Honestly, it seems like that should be standard business logic.  On the Purchase Receipts screen, you are entering the ACTUAL cost of the item.Since the customer wants to

Hello!On some of our projects we have custom made Reports where it is essential to know who printed it, in case one of them gets lost within the warehouse. We added the Report via Workflow Automation “Run Report” Action with the Customization Project Editor and would now like to attach a “Field Update” to it, that saves the Display Name of the Person clicking on the action into a userfield called “SOOrder.DocketPrinted”.Has anyone an idea or solution to this?Greetings

As you may have come across, in most of Aumatica screens when we change InventoryID, many other fields for the row get reset forcing user to re-enter the values that results in wasting time and frustration. We are experiencing this on our heavily used AP Bills and Purchase Order. As pilot I tried to fix POLine to restore the values entered by user when InventoryID is changed through RowUpdated event handler. The code works and restores the value of intended fields (see partial code below) but the problem is the total fields of the header are not refreshed. For example if I have only one POLine, upon chaning the InventoryID, header is reset to zero but when the custom handler restores the POLine values, the header remains zero.Can someone advise how I can refresh POOrder related totals when POLine value is updated in event handler of POLine?  protected void POLine_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e, PXRowUp

Hello,I Have two dropdown list fields. I  need to  change the second dropdown values dynamically  based on first dropdown selected value.Code below:- #region Feature        [PXDBString(30, IsKey = true, IsUnicode = true, InputMask = "")]        [PXUIField(DisplayName = "Feature")]        [PXStringList(                new string[]                {                    SSS.SSP.Helper.Constant.Agree,                    SSS.SSP.Helper.Constant.Inspect                },                new string[]                {                    SSS.SSP.Helper.Messages.Agree,                    SSS.SSP.Helper.Messages.Inspect                })]        public virtual string Feature { get; set; }        public abstract class feature : PX.Data.BQL.BqlString.Field<feature> { }

Hi There,I am working on a project which need to cater for multiple tenant and dual-language (English and Malay) on Acumatica Framework 2021 R1.The setup at System Locales is done for both languages. My issue is that I am able to localize/translate the first tenant but unable to do so for the other tenants. I used the Translation Dictionaries to download the file to excel format for the translation exercise. For instance, I manage to download the “Company Profile” from the first tenant   and uploaded the file after I have translated all the labels. But for the second and the rest of the tenants, I am unable to retrieve the “Company Profile”  through Translation Dictionaries. I am getting the following message “No Records Found” but the “Company Profile” screen is available in the second tenant.Hope, I can get some help from the experts here. Thank You 

We have a requirement where we need to make sure if a certain user is logged into the system, in the Invoices screen, we need the Customer, Location to be filled automatically and a custom field called Sales Channel (dropdown field) must be filled as LOCAL or FOREIGN according to the logged in user. How can we approach this development. I have attached a screenshot for reference.Thank you. 

HiIs it possible to easily change the label names for the “Note:” and “Pop-Up Note:” fields?The only two options I can think of are less than ideal: 1) Translation Dictionaries (SM200540) will work but can’t be scoped to just impacting the Record Note pop-up. 2) Replacing CSS site theme and changing label elements works but will create technical debt for future site upgrades.Have considered injecting some JS but can’t figure out how to apply this to the dynamic Record Note pop-up.Thanks

It would make sense to me that when opening a Location from the ‘Locations’ tab of a Business Account, that CR Locations would open by default. However, it does not, and AR Locations opens instead.I must admit, I cannot even find where the code is that runs when this is clicked. I believe it executes an Action called ‘ViewLocation’, but I can’t find it and I don’t know how to override it.

The aspx xml file for an Acumatica screen always contains `<Page path="[path]" pageSource="[page_source]”>`.  It appears that whenever I upgrade to a new release of Acumatica, the pageSource content of any screens I have customized changes. This happens even when nothing else on the screen has been changed in my customization. Why does the pageSource change when no other changes have been made? What effect does it have? Moreover, how can I tell if the change made to the pageSource is the change I want to make? The only information I have been able to find about the pageSource is that it is “the binary content for the page”. However, that doesn’t explain to me why it changes with each upgrade and if it matters what version of the pageSource I am using. How can I tell if these pageSource changes are ones I should commit to my source code? Any explanation would be appreciated.

Hoping someone can help guide me in the right direction. I have a basic GI with two tables (employee left joined with contact table). The GI has just a few fields in the result grid.I setup a push notification to push to a webhook. I’m seeing odd behavior, where the inserted array below is blank and only the deleted shows up.  Any idea what could be the cause of this issue and/or how to resolve?Thanks,Cory​​​​​​​ { "Inserted": [], "Deleted": [ { "Acu_Salesperson_ID__c": "1", "Acu_Status__c": "x", "Acu_CRM_Location__c": "xx", "Acu_First_Name__c": "xx", "Acu_Last_Name__c": "xx", "RECORD_NAME": "xx", "RECORD_ID": "12345" } ], "Query": "GINAME", "CompanyId": "COMP NAME", "Id": "4b38f85f-adcd-4814-a0f2-ed399f0687b7", "TimeStamp": 637827401083003674, "AdditionalInfo": { "PXPerformanceInfoStartTime": "03/13/2022 03:48:27" }}

We are starting to look into User Roles and security and I have been looking but didn’t find anything that addresses this. Is it possible via a customization to have a different button be the main button on the same screen based on the user’s role. For example on the Shipments screen below: For the roles Customer Service and Warehouse:Customer Service:  ideally, the Print Shipment Confirmation would be highlighted in Green and be the main option, while Confirm Shipment would be hidden under the 3 dots.Warehouse:  Confirm Shipment highlighted in green as it is now, Print Shipment Confirmation hidden under the 3 dots 

We’re using AD roles mapped to Acumatica roles for quite a few of our users.Trying to create a selector that gives us a list of users that have certain Acumatica roles, and not able to get the “active” roles. Acumatica does not store the mappings in UsersInRole or anywhere else that we can find.There are two possible paths to this we’ve found:Use PXSelectAllowedRoles from PX.SM Not sure how this DAC works or how to use it, but it appears to be the DAC that provides the mapped roles on the users screen. It is used in Access.cs Use  ActiveDirectoryProvider.GetUsersByGroupIDs(usergroups) or some other method of the ActiveDirectoryProvider. We haven’t completely explored this either.Does anyone have experience with trying to do this?

Hi,I have two tables CSAttributeGroupInventoryItemam join with two columns entityclassid(String) and Itemclassid(Int)which are int and string but the data is samei can able to convert int to string in Sqlbut how to do same in BQlSelect * from CSAttributeGroup A Join InventoryItem B on A.EntityClassID = cast(B.ItemClassID as varchar(15))Or A.EntityClassID = B.LotSerClassIDWhere B.CompanyID =2 and A.CompanyID=2 and ( A.EntityClassID ='106' or A.EntityClassID='LREX') and B.InventoryID=10759Please Suggest me with the answersThank you

Hi,How to change the Text Field to Date Field dynamically based on Condition?Is there any approach to execute this type of scenarios?Thanks,Giri. 

Hi guys How can I create links on Help icon and that too on generic inquiry form.Actual form links creation on help icon, I am aware about that but not able create on generic inquiry forms, guys can suggest methanks 

Are there companies or freelancers that Acumatica users call on to create customizations, do you depend on your partner, do you have someone in-house? I’m curious if partners are all at the same level and what the expectation is for customizations. I have a request that I would consider very simple for someone knowledgeable. I have sent the request to our partner, waiting for response, but depending on their workload/knowledge/skills, it may not be something they are interested in helping me with or it may be a long way out on their timeline. All I want is to automatically print labels for PO receipts. I thought this would be easy as other software packages we have used have had this. We do not have the WMS and the existing manual Inventory Item Labels are cumbersome to process and would waste a ton of labels since it prints a whole page.

Hello, I am working with the Customer Locations AR303020 screen.Note: I added a “pencil” button to the right of the Location field on the Sales Orders screen to launch the Customer Locations AR303020 screen as a popup..My Experience level:Less than one year. Issue:The Location Selector does not execute a LocationID_FieldUpdated or a LocationCD_FieldUpdated event (tried both, I only need one of them to work for what I am doing).When I change the Location Selector value in Debug at runtime, my breakpoint (in red below) is not respected and the code is skipped.Sample code:  protected void Location_LocationID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpda

How can I detach the customer, vendor, and employee segmented keys from the bizacct parent key?

By using PXUIFieldAttribute.SetEnabled we can access to the fields and modify their properties. I was wondering how.we can access to the standard buttons like as ok, cancel … on the smart panels and modify their properties?

I need to create a custom Data Provider and Export Scenario to export a single Purchase Order with all corresponding Purchase Lines.  The file needs to have a header and a footer so I have created 3 different schemas (header, lines, footer) in my custom Data Provider (ACH Provider).  Unfortunately, the Export Scenario screen only allows me to select one of these schema objects.  I don’t want the user to have to use 3 different Export Scenarios and manually put the file together.  How can I accomplish this with a single Export Scenario?

Hi,I have a new form where the customer and location are used as key fields. If I type a value in the location it keeps going back to the value that was there before. Another issue is when I click ‘Add new record’ the customer stays there.Please see attached gifs. I also attached the DAC and Maint code.

I have added a custome dialog to AP Bills. What I would like to happen is to force user to enter an “Assignee”. I have set the DAC to validate null values. in my dialog screen it shows * by the field but when user clicks on OK button, even if this field is not entered the dialog continues while it should raise an error that this fieled is not entered. below is my partial DAC: #region Owner public abstract class owner : PX.Data.BQL.BqlInt.Field<owner> { } protected Int32? _Owner; [Owner(Required = true, ValidateValue = true)] [PXDefault(PersistingCheck = PXPersistingCheck.Null)] [PXUIField(DisplayName = "Assignee", Visibility = PXUIVisibility.SelectorVisible)] [PXRestrictor(typeof(Where<Contact.contactID, NotEqual<Switch<Case<Where<Current<EPRoutingPanelDialog.status>, NotEqual<EPStatuses.routed>>, Current<AccessInfo.contactID&