Develop Customizations

Hello,Trying to update the Lead Source Dropdown with a few additional options.I would think the two following classes would work, but I do not get any UI changes. I think I am missing something simple. public class CRLead_Existing : PXCacheExtension<PX.Objects.CR.CRLead> { public static bool IsActive() => (true); #region Source [PXRemoveBaseAttribute(typeof(CRMSourcesAttribute))] [PXMergeAttributes(Method = MergeMethod.Append)] [PXDBString(1, IsFixed = true)] [GPLeadSource] public string Source { get; set; } #endregion }  public class GPLeadSourceAttribute : CRMSourcesAttribute { public const string Email = "E"; public const string Text = "T"; public GPLeadSourceAttribute() { Array.Resize(ref _AllowedValues, _AllowedValues.Length +2); _AllowedValues[_AllowedValues.Length - 2] = Email; _AllowedValues[_AllowedValues.Length - 1] = Text;

I have a processing page to “mass delete” empty customer records.  On the processing dialog, it shows the Remaining count as the total count of the records being processed until ALL items have been completed.  Then, the Processed count shows all 3 items processed successfully after they are ALL complete.I’m being a bit picky here, but I want the Processed count incremented and the Remaining count decremented after each record is processed.When you click the PROCESS ALL button, this is where it starts out After processing is complete for all 3 records, it shows this: This is an example of my code: public static void DoIt(List<ICSMCCustomersToProcess> custList, bool? deleteCustomer) { foreach (ICSMCCustomersToProcess cust in custList) { try { bool? customerNotDeleted; string errorMessage; var graph = PXGraph.CreateInstance<DeleteCustomers>(); graph.Clear(); graph.DeleteCustomer(cust, out customerNotDeleted, out errorMessage, deleteCustomer, tru

To capture the business card details through the Mobile Apps, do we need to have the feature added to the license? 

We are looking to manually enter (ideally import/upload) allocation amounts for a Landed Cost entry. Does anyone know if this is possible?We have been unable to identify a method to enable the field through a Customization Project, or utilize an import scenario to bring in the externally calculated allocation amounts.  

Hi,What is the simplest way to programatically create and allocate Lot numbers to an Inventory receipt?I have a customisation that creates an inventory receipt, but it won’t release:Reason for this I believe is that when you go into Line Details you see:If I add the lot number here and click OK, the receipt will release.  What I have ascertained so far is that this process touches a lot more tables than you might think, so there is a bit going on. After adding the serial number and clicking OK in the “Line Details” dialog box runningexec SearchAllTables @searchStr='77789'on the SQL database indicates that there are six tables involved:INItemLotSerialINItemPlanINLotSerialStatusINSiteLotSerialINTranINTranSplit I’m pretty sure that adding data into this tables directly via the customization isn’t the right way to go. I have tried to use the inspect cusomisation feature to understand what gets called when the OK button is pressed, but because “Line Details” is a modal dialog box this doesn

Hi. Can anyone assist me on how to add customized tab and grid to an existing screen that will hold a data base on a current reference number and document type. Thank you.

We are trying to add a collection of side panels to the Projects Screen.I am able to connect four of the 6 that have been requested, but the other two are causing an issue.The screen are not available for selection when setting up the side panel. I noticed the Drawing log and Photo Logs screen numbering indicated they are ‘Inquiry” type forms. Any suggestions would be greatly appreciated. 

I get JSON data from ECommerce market. Then the product’s fields, such as price, quantity, customer, vendor and etc. must me mapped to Acumatica’s native fields. How does this process work in Acumatica’s original BigCommerce connector?

I’m working on some random stuff and curious how difficult it would be to do the following couple of things as an example from a custom DAC/Graph.  I know I could just create inventory batches and post them or AR Invoice Batch, but is there a way to do it without all that overhead? Post an Inventory Transaction, but be able to control/set the COGS side of the transaction Post a Non Inventory Transaction and control both sides of the GL Entries Create an AR Invoice and post it, possibly overriding some of the accounting but having it calculate taxes and run normal invoice emailing and all that logic.What would be the best way to go about doing those three things from a custom set of tables?

Hi,I’m looking for some help on how to resolve the error below:This error occurs on trying to sign into Acumatica/(MYOB).  I’m working on a customisation project and everything was fine until I tried to add a selector for FSEquipment.  The steps I took to generate the issue were:Add field and selector to DAC Customisation has missing Assembly reference for FS Equipment, so I added that Plus, Added Reference to PX.Objects.FS This is when the problem occurred.  Undoing all of the above doesn’t fix the problem.  Also I think I added PX.Objects.FS from another build of MYOB which was sitting in the Browse section of the reference manager.  Have been through all references and confirmed that they are from the correct version of MYOB.So, how do I Fix the error?  Looks like an issue with the login page that is now referencing something it shouldn’t.  I can’t get into Acumatica at all so can’t unpublish customization. Any help greatly appreciated as I’ve spent around 4 hours thus far lookin

Hi, A client is looking to have the Branch visible on the Approvals screen.That particular field is not available in the screen editor in the Add Data Fields of the Customization Project.Any advise on how to get that field published?Thank you,Mike

Hello everyone, Acumatica’s standard workflow is missing from the Change order screen. I see there is a KB that shows how this can be fixed but the type of my account doesn’t have access to the page below:https://community.acumatica.com/customization-and-development-72/how-to-resolve-the-issue-when-default-workflows-are-not-shown-on-the-customization-project-editor-4962I tried to remove this screen from the customization project and add it back but the issue still persists. Can someone please help me either by creating a PDF from the above link or if a document is attached sharing here or copy-paste the solution here, please?much appreciated.

I’m doing testing on a custom application in 2021R2.  I am trying to delete a customer from the sample database and I am getting this message:I’ve run a sql query against every table that has a field name with ‘%BAccountID%’ and ‘%CustomerID%’ (which was over a hundred).  The only place that account ID is referenced is in the Customer, BAccount, Location and a couple other customer setup tables.  I can find no records in anything related to Equipment.I’ve tried debugging the Delete process but I cannot find the place in the available code repository where validations are done to check for orphan records, so….does anyone recognize “Equipment” and have any idea what that table might be? 

Unable to load files from this location.  

Hello all, Is there a way to make in input field that currently takes decimal number to take only a whole number?  We have a few fields that are only used to record output quantity and scrap.  To reduce errors i would like to remove decimal places as we would never scrap part of something.  example We output 16 we scrap 3. Thank for any help you can provide.

I’m trying to conditionally hide a column on the Labor screen (AM301000) and I can’t for the life of me figure out the code. protected void AMBatch_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler){ if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (AMBatch)e.Row; PXUIFieldAttribute.SetVisible<Objects.AM.AMMTran.laborRate>(Base.transactions.Cache, row, false);}However, that generates an error:The entry form (ID: AM301000, title: Labor) cannot be automated. Unable to cast object of type 'PX.Objects.AM.AMBatch' to type 'PX.Objects.AM.AMMTran'.This:PXUIFieldAttribute.SetVisible<Objects.AM.AMMTran.laborRate>(cache, row, false);Does nothing - the field remains visible.  I don’t think there is any workflow attached to the form.I’ve tried to access the transactions view but it doesn’t seem to be part of Base.  I think that this form is pulling transactions through another layer of extensions.What am I missing?

I want to add a payment method in Acumatica so I add a new customization project for screen AR511000 and CA204000. I also have added some code into this project. When I tried to publish this project, I got this issueValidating Binary FilesPX.Objects.ACH.dll Method signature was changed: System.Void PX.Objects.GL.FinPeriodIDAttribute::.ctor(System.Type) declared in PX.Objects, Version=1.0.0.0, Culture=neutral, PublicKeyToken=nullValidation failed.How can I fix this validation failed issued?

Hi All!I have been trying to figure out how to customize an existing screen to add a tab in the stock item that is the same set up as cross reference tab, but for customer forecasting. I also would need to be able to have a user input field so we can manually input/update/change the customers forecast for that part. Then we would be able to run a report of actual vs. forecast for each item by customer. Any help or input is greatly appreciated, and any other ideas as to how to accomplish this is welcomed as well. Thanks!!

Hi, this should be simple but I must be misunderstanding something fundamental to Acumatica development.I want to create a stock item and I have the following code:InventoryItemMaint graphStock = PXGraph.CreateInstance<InventoryItemMaint>();InventoryItem newInvItem = new InventoryItem();newInvItem.InventoryCD = "TEST2";newInvItem.Descr = "TEST2";newInvItem.ItemClassID = 49;graphStock.Item.Current = graphStock.Item.Insert(newInvItem);graphStock.Actions.PressSave();I set the ItemClassID and when I call graphStock.Item.Insert(newInvItem) the Acumatica Framework refeshes the newInvItem object and sets fields such as ItemType, ValMethod and BaseUnit.Then I set the Current object and perform the Save Action, all basic stuff.The problem is this, if the ItemClass doesn’t have a Default Warehouse then the code above works fine and the stock item is created. However, if the ItemClass does have a Default Warehouse then the code returns the following error:Error: Inserting  'Inventory Item C

Hi,I have created a lookup to display SOAddresses. However I could not see any columns in the lookup and the only column there in the column configuration is AddressId(when I select it, it also gives an error). Any idea about this? Below are the related screenshots.  Thanks 

Hello,       I understand we are having yellow alert and also the highlight frames like below.         But I am still curious to ask, is there anyway that we could change the font color of “Credit Hold” to RED?    Only this single element.  No other fields. And also it is only red when it is “Credit hold”, it remains black when open or completed.

I have a custom inquiry screen that everything is working well on except users cannot save a custom filter.  They receive this error message after hitting ok on the Filter Setting dialog.  Error: The view  doesn't exist. See the screenshot below. Is there some additional setup I need to do in my customization to support this feature?ThanksScott  

I’m not sure if it’s possible but I would like to add tabs inside a tab on the Equipment Screen (FS205000).  This is an image of our current system for our equipment. Under the Forklift Information tab we have tabs for more specific information: Setup, Motors, Batteries, Engine and Transmission, Service Data, Tires, Mast and Safety.  It would be very difficult to add all those fields to one tab. Having all those tabs at the same level as General, Purchase, Components and Warranties, Attributes and Source would also be confusing.  Let me know if it is possible to add sub tabs.

I need help with adding a new field on filter and grid on a matrix lookup. The searched orderNbr should be shown in the grid below as a custom field. Also need help with how to override the existing dataview as to be filtered by the custom field added on filter.  

I have did a customization where using the pre assigned lot serial nbr feature to show the next lot serial nbr. i have did using the below code PXResult<InventoryItem, INLotSerClass> result = new PXResult<InventoryItem, INLotSerClass>(invitm.Current, iNLotSerClass);                                    ILotSerNumVal numVal = INLotSerialNbrAttribute.ReadLotSerNumVal(this, result);                                    numVal.LotSerNumVal = numVal.LotSerNumVal + iNLotSerClass.AutoNextNbr;                                    string autoincrementnbr   = INLotSerialNbrAttribute.GetNextNumber(invsetting.Cache, iNLotSerClass, numVal);                                    // invsetting.Current.LotSerNumVal = INLotSerialNbrAttribute.GetNextNumber(invsetting.Cache, iNLotSerClass, numVal); Where it was working fine in 21R1 but when i check these in the 22R1 its not generating the next lot serial nbr  using INLotSerialNbrAttribute.GetNextNumber(invsetting.Cache, iNLotSerClass, numVal);all the