Develop Customizations

Hi,In the POReceiptLines I added a new action that open an smart panel with a grid. In the grid the user can add multiple lines and when the user click the ok button, I have a custom logic, that select all lines from the smart panel and recalculate receipt quantity for the selected line.  The problem that I have is that the header of the receipt is not refreshing. Do I need to calculate and update the poreceipt table?I'm updating the line with this code.     Base.transactions.Cache.SetValueExt<POReceiptLine.receiptQty>(row, NewQty);Thanks,ed

Hi Team,I have created a Form Detail page where based on some filter conditions loading some records in the grid (from view delegate). For one of the columns having hyperlink using which showing some values and redirecting to another page.When I am clicking on let’s say 3rd row hyperlink (highlighted in below screenshot), but in View.Current getting first row values only.  Please find attached document for additional details, please review and share your feedback.Thank you in advance !

Hello all I am trying to perform a customization change. I want to enable the Inventory ID with stock item selector values only , when GL Module is selected for Jorunal Transaction Screen. Below is my code.  public class JournalEntry_Extension :PXGraphExtension<JournalEntry> { #region Event Handlers public static bool IsActive() => true; protected void _(Events.RowSelected<Batch> e) { if (e.Row == null) return; if (e.Row.Module == "GL") { PXUIFieldAttribute.SetEnabled<GLTran.inventoryID>(e.Cache, e.Row, true); } } [PXMergeAttributes(Method = MergeMethod.Merge)] [PXSelector(typeof(Search<InventoryItem.inventoryCD>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD))] public int? InventoryID { get; set; } public virtual void GLTran_In

Hi, I have a requirement to process orders to create PO with a validation in warehouse. If the warehouse is set to “MAIN”, prompt a warning message on the process delegate as “PO on warehouse MAIN has been created”. Please provide a sample code if possible.  

Hi,  I want to add a new order to an existing open shipment by overriding create shipment action from SO order screen instead of creating new shipment. How Can I do this? Can you provide any code examples to do this. Thanks

Hello Everyone, I have a method that I am calling them in different graphs. To make this happen I have used Reflection and dynamic parameters. a part of my method require creating a List of ApproveInfo. If I copy and paste my code to each graph it works just fine but when I call it in the Generic Method I am creating, raises the below error:“Microsoft.CSharp.RuntimeBinder.RuntimeBinderException: ''object' does not contain a definition for 'ToList''”using PX.Api;using PX.Common;using PX.Data;using PX.Data.EP;using PX.Objects.EP;using System;using System.Collections;using System.Collections.Generic;using System.Linq;using System.Reflection;using static UDApprovalWorkflow.EPApprovalAutomationHelper;// I get error on the second line of my methodList<ApproveInfo> approvalSealedData = new List<ApproveInfo>();approvalSealedData = Approval.GetApproversFromNextStep_Extension(Document, assignmentMap, stepBase.Sequence, Action).ToList(); What I am doing wrong? Any help is appreciated.

Hello Everyone, I have a method that I am calling them in different graphs. To make this happen I have used Reflection and dynamic parameters. a part of my method require creating a copy of cache. If I copy and paste my code to each grapf it works just fine but this copy part wen is in the generic class raises the below error:“Microsoft.CSharp.RuntimeBinder.RuntimeBinderException: 'Member 'PX.Data.PXCache<PX.Objects.EP.EPApproval>.CreateCopy(PX.Objects.EP.EPApproval)' cannot be accessed with an instance reference; qualify it with a type name instead”I have tried all 4 methods of copy that I new but no luck. Here are the methods I have tried: //Method 1EPApproval _approvalNext1 = Base.Approval.Cache.CreateCopy(approvalLast) as EPApproval;//Method 2EPApproval _approvalNext2 = Base.Caches[typeof(EPApproval)].CreateCopy(approvalLast) as EPApproval;//Method 3EPApproval _approvalNext3 = CallByName(Base.Approval.Cache, "CreateCopy", CallType.Get, approvalLast) as EPApproval;// Method 4E

The code is overriding the Copy method in POReceiptEntry so that I can copy a custom field from the POLine to POReceiptLine.public delegate void CopyDelegate(POReceiptLine aDest, POLine aSrc, Decimal aQtyAdj, Decimal aBaseQtyAdj);[PXOverride]public void Copy(POReceiptLine aDest, POLine aSrc, Decimal aQtyAdj, Decimal aBaseQtyAdj, CopyDelegate baseMethod){ baseMethod(aDest,aSrc,aQtyAdj,aBaseQtyAdj); aDest.GetExtension<POReceiptLineExt>().UsrLineRevision = aSrc.GetExtension<POLineExt>().UsrLineRevision;}I don’t have this code in a Visual Studio project but I do know that it is failing to find the POReceiptLineExt.The code compiles just fine and is working in 20.215.0025. In 22.108.0024 it compiles but crashes at runtime.The declaration of Copy is the same as the prior version.Any suggestions on where to look at why the code will compile but won’t run.

I have done the customization where two Grid’s are depended on the parent grid based on the selection of the parent Grid need to refresh the child grids. I'm inserting the data in to the child Grid’s when parent Grid row is inserted. Switching between the rows in parent grid the data in the child Grid’s should get refreshed. But, on the first child grid is working since the Autocallback of parent gird was Target was assigned a only one child GridID how to assigned the second GirdID in the Target  <AutoCallBack Target="propertyLOTGrid" Command="Refresh" ActiveBehavior="True" />.  

Hi,I created a dac extension in the POLine, I add the field the grid and when save the document , the records is inserted in the db. Bu when retrieve the PO the new field is empty.  How I can populate the new field? Thanks,

facing this issue in Acumatica Since past many days.While working on ongoing cases or business accounts, we get an alert of You are currently logged off  or Session Expired IssueHighly appreciate your support.

HiIn this topicI was provided by custom screen with a help of which I can store inputted credentials to databaseIt was done for Acumatica on Prem, which is deployed with local DataBase to which I save credentials data.But what to do in case with Acumatica Cloud ? Does Acumatica have an ability to give an access to it’s db for saving data or it can be reconfigured somehow for saving data to local db ?

Hi Everyone,I’m looking for ideas on the best way to trigger a business event notification to generate an email to a customer that their special order item has been received.  It seems that GI that needs to be created will have way too many tables and joins, rendering the GI too unwieldy for the Business Event to monitor.  Perhaps we’re over-thinking but just for the sales lines alone, we’re looking SOLineSplit, POLine, PO, POReceipt, POReceiptLine - not to mention all of the sales order and contact data.This client in particular has Field Services and most of these products require an installation, so I thought that using the GI as a data source to import the Service Order from the Sales Order might be a path forward, but am un sure of order of operations necessary to trigger this action, or even if it’s possible even though it’s all in the schema. If I can create the Service Order from the Sales Order by way of Import Scenario, then I could use a much simpler and cleaner GI for the B

Hello,I’m currently trying to execute an action where when the button is pushed, it will look at the current employee selected on the service appointment, go to that employee (where the default workgroup id exists), and then once that record is found, I use the defaultworkgroupid to pass into a second pxselect to find all employees that share the same default workgroup. I then run the foreach loop to add them to the appointment.However, I am getting an error (see below) where the type is not correct. I have a feeling that I need to run a join on my select but I’m not entirely sure how to go about it.  { #region Views public PXSelect<EPEmployee, Where<EPEmployee.bAccountID, Equal<Current<FSAppointmentEmployee.employeeID>>>> EmpLead; #endregion #region Actions public PXAction<FSAppointmentEmployee> AddCrew; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Add Crew", MapEnableRights = PXCacheRights

I have a custom table which I have made available to lookup in the Related Entities field on the Task screen CR306020. I followed the tip at this post https://www.acumatica.com/blog/extending-the-related-entity-dropdown/ and was able to get my custom table to show up in the Type drop down list.  The lookup on the Entity opens the correct window and I am able to select my record.  Great! Click the lookup on the field and select Opportunity For ImprovementClick the lookup on the Entity and select the record:Then,So far so good.  When I click OK, the field remains blank.If I save the record and go back to it, then click the lookup on the Related Entities field, it looks like the values are stored with the record as they are pre-populated on in the popup window, they just aren’t displaying on the screen.Also, if I click the Pencil icon, it opens my Opportunity for Improvement screen at the correct record.I’m thinking that there is some logic in the presentation layer that is not able to di

I’ve never done this...so probably a stupid question…On the Tasks screen, the customer wants to limit modifications to a task to the person who created the task, or someone in the Administrator role.What I’ve tried so far it is using the RowUpdating event to catch the update and cancel if not the owner or a user in the admin role.        protected void _(Events.RowUpdating<CRActivity> e)        {            var row = (CRActivity)e.Row;            var currentUser = CommonServiceLocator.ServiceLocator.Current.GetInstance<ICurrentUserInformationProvider>().GetUserId();            if (currentUser != row.CreatedByID)            {                var listOfRoles = ListRoleRight.GetRoleRightIdentifier(Roles.descr.IsEqual<"Administrator">, Base);                //if not in admin role, cancel update            }        } I was going to try to get a list of roles for the current user and see if it is an admin.  Poked around in Acumatica code to find where it might be done somewh

I ran into two issues while working on the UI of the form:I have created an Action but I can't seem to assign it to the new button that I've created. It appeared on toolbar instead as highlighted in red box as shown below: The code on the Action and Button: public PXAction<CashAccount> RefreshAvailability; [PXButton(CommitChanges = true)] [PXUIField(MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select, Enabled = true)] protected virtual void refreshLCAvailability() { //logic here }I inserted two Column controls to separate the fields into two columns as shown in the image below but the output is not like what I wanted it to be as shown in blue box in the first image. I feel like I'm missing something very simple but can't seem to figure it out.

Hello,Are there any docs for object model so I know how SalesOrder, ARAdjust and ARInvoice are connected?

I have a custom field on Cases which pulls the ‘Start date’ of the last created Appointment activity attached to the Case. It works splendidly, except that the time is wrong. It’s five hours different: The field definition is:namespace CaseWorkflow{ public class CaseWorkflow_CRCaseExt : PXCacheExtension<CRCase> { #region UsrAppointmentDate [PXDateAndTime(InputMask = "g", DisplayMask = "g")] [PXFormula(typeof(TimeZoneNow))] [PXDBScalar(typeof(SearchFor<CRActivity.startDate>. In< SelectFrom<CRActivity>. Where<CRActivity.refNoteID.IsEqual<CRCase.noteID>. And<CRActivity.type.IsEqual<appointmentType>>>. OrderBy<CRActivity.createdDateTime.Desc>>))] [PXUIField(DisplayName = "Appointment Date", Enabled = false)] public virtual DateTime? UsrAppointmentDate { get; set; } public abstract class usrAppoint

Hi Everyone,I’ve Created a new Extension DAC.in this DAC fields , I have to set the PXDefault values but, getting  null reference error when inserting time.can you please help me on this ,How to insert the Default value in DB? . this is my Extension DAC fields :- #region WcID        [WorkCenterIDField(Enabled = false)]        [PXUIField(DisplayName = "Work Center", Enabled = false)]        [PXDefault(typeof(Search<AMProdOper.wcID,          Where<AMProdOper.orderType, Equal<Current<AMClockItem.orderType>>,              And<AMProdOper.prodOrdID, Equal<Current<AMClockItem.prodOrdID>>,              And<AMProdOper.operationID, Equal<Current<AMClockItem.operationID>>>>>>))]        [PXFormula(typeof(Default<AMClockItem.operationID>))]        [PXReferentialIntegrityCheck]        public abstract class wcID : PX.Data.BQL.BqlString.Field<wcID> { }        protected string _WcID;        public virtual string WcID        {     

HelloWe are trying to delete a Bank Transaction Rule that was setup for Bank Feeds. However, we are getting this error whenever we try to delete it.    We tried clearing the rule by selecting the transaction and also tried to uncheck the “Active” check box for the corresponding rule. Is there a procedure when it comes to deleting a Bank Transaction Rule? I believe we can make another rule and use it instead of this one, but it would be nice to just have a list of rules that we actually are using.  Thanks!!

We have a notification template set up which is fired by a business event when the status of a Shipment is set to confirmed.  This works fine but we want the email to the customer to have their first name rather than account name.  The Primary Contact first name is not exposed in the list of fields I can insert. I can see Primary Contact in the list but this seems to just be the numeric ID.I tried adding a custom field to the shipments screen (SO302000) and set the visibility to false. This seemed to work and if I manually try to send an email with the source as the notification template the name appears.  If I try with the business event the first name in the email is blank. The field is defined as defined as a non-persisted text field and populated in the RowSelecting Event Handler:public class SOShipmentEntry_Extension : PXGraphExtension<SOShipmentEntry>{ #region Event Handlers protected void SOShipment_RowSelecting(PXCache cache, PXRowSelectingEventArgs e, PXRowSelectin

Hi all,I want to add a popup notes when print shipment confirmation. Does anyone knows how to use PopupNoteManager here?  

We have two tenants for two different regions (e.g. US and Canada). We have started building a custom application that uses APIs/Web Service Endpoints to handle orders, shipments, invoices etc.Tenant A doesn’t keep the products it sells. Instead, it purchases the item from Tenant B and has it shipped directly to the customer. What would be the best way to achieve this?

Hi,How to add an action to a grid without modifying the aspx? Thanks,EV