Develop Customizations

I’d like to take this and subtract 3 days from it. I keep getting syntax errors.I’d like to take this:[PXDefault(typeof(AccessInfo.businessDate))]And make it do something like this:[PXDefault(typeof(AccessInfo.businessDate)).AddDays(-3)]to have the start date subtracted 3 days from the current day.

We would like to have a popup message when a sales order is opened that has a Drop Ship ShipVia (called DSFEDEX and DSUSPS).  This seems like it should be really simple to set up but I have failed so far to achieve my goal. I put the following in the SOOrder RowSelected event handler but it gives an error and fires repeatedly after trying to save the record with a DS ShipVia so I guess that is the wrong place or I need a way to check whether the record is saving and skip the messagebox somehow.if (row.ShipVia == "DSFEDEX" || row.ShipVia == "DSUSPS") { PXTrace.WriteInformation("This is a drop ship order!"); Base.Document.Ask("This is a DROP SHIP Order.", MessageButtons.OK);} Has anybody done something similar or have an idea about how to do such a thing?Thanks,Phil 

Hello, Does anyone know if it is possible to change the sort order of an existing grid in a mobile screen?In this case I’d like to change the sort order of the grid on the Pick, Pack and Ship mobile screen (SO302020). The screen is shown below. The items are ordered by line number, but I’d like to reorder them by location code. Is this possible?ThanksSteve

Hello,I need to build GI that links Payment, Invoice and SalesOrder. Could you please suggest how to link?

On the Tasks screen CR302060, when I click the lookup to select a Related Entity, the popup is so small I cannot get to the lookup icon in the popup.  The only way to get to the buttons on that popup is by tabbing to them.Is there a way to make this popup bigger?  Is there a “hotkey” to click the lookup icon?  

Hello, I know using View.WhereAnd<> we can ammend the where statements and add a new condition like as i.e.selectDetails.WhereAnd<Where<PMCostProjectionLine.taskID, Equal<Current<CostProjectionFilter.taskID>>>>();I was wondering is there a way to remove Where Condition(s) on the fly as well? Can we reset the Where statements added to the View Query on the fly to the default state before where statements amended?

Hello,    I am looking for a way to disable SO entering just for customers which are past due or over credit limits. Currently, the system can put SO on credit hold after the solines have been placed. I am looking for a way to stop the soline entering just after customer has been chosen.   I am poor of coding, so is there a way to do it without coding. I am thinking of approval workflow and I will try that. If someone could give me a better/easier way to do that, I will be appreciated.

I have been asked if the customer lookup on the sales order screen can be made to search by address line 1 by default instead of customer name. This is before opening the customer lookup, just typing straight into the Customer field.There are a couple of reasons for this:Our CR team is used to asking for the customer address and looking up the customer from that. It is more efficient to ask for an address and look up 43 Acacia Avenue for example than Kris Kristofferson. First Kris could be Kris or Chris and then there are likely to be more than one Kris, Chris etc whereas the likelihood of multiple 43 Acacia Avenues is much less.Asking the customer to spell their name is time consuming and prone to errors and makes for a worse customer experience. Many of our customers have names that are not easy to spell just from hearing the name.Is this possible with a simple customization or would it be a complicated thing we’d need to approach our partner for?We have already customized the select

Hi All, Hope you are doing well.How can I rename an existing DAC Field in DACExtension class.For Example, I Need to rename the LineCntrAttribute field [of AMClockItem - DAC] to LineCntr [ in DAC Extension].Could you please provide some suggestions or code snippet?  Thanks,Moulali Shaik.

Hi goog night. I need to get the value of the current BranchId y use this propertie in my DAC. #region BranchID public abstract class branchID : PX.Data.BQL.BqlInt.Field<branchID> { } protected Int32? _BranchID; [Branch()] [PXDefault(typeof(AccessInfo.branchID))] public virtual Int32? BranchID { get { return this._BranchID; } set { this._BranchID = value; } } #endregionIn my screen i get the Br… (BranchID = 0)can you help me please? thanks!!!

Hi Team,I’m trying to override the Process button on “Process Shipment” when user do “Confirm Shipment”.In Shipment line level i’m having a scanning customization where the “Shipped Qty” is out of threshold, it will update my customized fields with “User Defined Error Message”. My problem here is if there is any error message in the shipment line, it should not release that shipment and process the others when do batch release. Could you please help me on this and below is my code for your reference.  Regards,Ramya

Hello，     In Acumatica Main ERP instance , we have put some customized logic underSOLine_InventoryID_FieldUpdated.    When user key in inventory ID, the system would trigger some action. And it is doing simple logic, fetch some data from inventory object to fill in soline. Like below:    It works fine when working with Main ERP instance. However, if customer submit orders from Customer Portal, the trigger is skipped. NO longer work.         Is there a way to keep the same event happen? Thank you.

Hello!We are trying to work with the PO505000 Massprocessing but we stumbled upon a problem without a clear solution. If the Order with the Articles marked for Purchase (SOLine.PoCreate) is in the Status Open, the screen PO505000 displays everything right. As soon as we switch to a custom defined Status (In Production) that we implemented with workflow changes, some data seems to disappear from the screen.Please take a look at the following Screenshot for Reference.Line 1 is in Status OpenLine 2 is in our Custom Status As you can see, line 2 is missing several details like the Customer or the Order Nbr.Yet it is still possible to click on the order nbr and it will redirect to the correct Order.Is this a bug? Or do we have to implement something specific?Greetings

I have created a custom table and form to use to import invoice data from our old system. I set up a selector on the OrderNo field from the custom table which works for showing the list of all the imported orders.  How do I go about getting this to pull up the existing record when I select it from the selector?  I feel like I’m missing something but followed the instructions in the Training Guide to set this up as best I could.  I cannot use Visual Studio to design so had to do everything in the customization project.One thing to note, I have successfully set up an import scenario and using the import scenario it does find and import/update existing records successfully.  However if I just open the screen, click the selector and choose the orderno from the selector the screen the screen just stays the same. It doesn’t jump to the record.  Do I need to create some sort of event handler for what to do once the field is updated or should it be working without?Thanks for any advice you can

I want to get count of all visible records on grid. If I will filter it for ex. by Vendor record count will change and I want that count not from BQL select;

My need: I have setup a scenario to test posting of transactions.  Once they are posted, it cannot be undone.  So, in order to test multiple times, I have been using a snapshot.  However, restoring a snapshot is pretty tedious and time consuming.  I have SQL installed locally.  Doing a backup via SQL takes mere seconds.  Restoring a db via SQL takes seconds.In the past, I tried restoring a sql db and it corrupted my instance of Acumatica so badly, I had to delete everything and install from scratch.  I think it might have been because I was logged into the instance when I did the restore, but I don’t know what happened.Before I kill my environment, I want to know if any of you use SQL backup/restore to perform repetitive testing.  This is what I think *should* work.Prepare my transactions for posting log out do a FULL sql backup login  post and look at the results. logout restore the db start over at step 4.Any thoughts on this?

Hi guys Here I want to change the colour of fields in green in the grid when status is Active .@Naveen Boga, @stephenward03, @Marco Villasenor  Thanks,shahidavali

I have added the Order and Shipment Number fields to the Details grid in a customization but would like them to navigate to their respective screens when clicked.  This seems like a really simple thing but I haven’t been able to work out how or where this is defined. This is already present in SO303000 and I’ve been comparing to see what the difference is but am not sure where I should be looking. Can anyone give me some pointers as to how to go about this? Thanks, Phil

Hi Everyone, Hope you are doing well. Based on the form mode value, I want to show and hide some fields in the RowSelectedEvent handler.If the form is in grid mode then I need to show all the fields and If the form is in FormView mode then I want to hide some fields.  Could you please suggest to me how to achieve this functionality?

We want to change the default order of some columns on the Selector for Ref Number on the Payments tab of the Sales Order.  I finally tracked down which field this is on but no matter what I do it fails to take any effect.The field and the changes I’m making are below.  AlI did was edit the columns to move the date to the top but it doesn’t affect anything. Is there somewhere else I need to edit this? Thanks for any advice, Phil  

Hello Everyone, We have to add extra notes action in the top of the screen besides acumatica notes action. Is there a way to do it this customizaiton? This requires only in one screen.  

[PXInt()][PXUIField(DisplayName = "Picker", Required = false, Enabled = true, Visibility = PXUIVisibility.SelectorVisible)][PXDefault][PXSelector(typeof(Search<EPEmployee.bAccountID>), typeof(EPEmployee.bAccountID), typeof(EPEmployee.acctName))]public int? Picker { get; set; }public abstract class picker : PX.Data.BQL.BqlInt.Field<picker> { }[PXString()][PXUIField(DisplayName = "Picker Name", Required = false, Enabled = false)]public string PickerName { get; set; }public abstract class pickerName : PX.Data.BQL.BqlString.Field<pickerName> { }EPEmployee class contains the acctName field which I want to populate in pickerName when the Picker is selected by the selector.How can I do that ??

How can we achieve something like this ? I have added the field for code but need to add another field for the emp. name and both are read-only fields.Custom field should auto-populate with Employee code (3-digit for the Warehouse team) of the person logged-in and cannot be changed manually. Name should be displayed next to the code field.

I have been asked if here is a way to customize the drop down filters to add an entry for Yesterday or Last Month: I suspect they are not customizable but thought I would ask just in case. Thanks, Phil 

We are new to Acumatica, we still have not gone live yet and in the processes of learning the processes before we go live.  Question is, we have multiple salesmen that will be creating sales orders and will be marking for po several line items at times.  When a vendor has minimums or if we can get quantity breaks, common practice is to compile a few separate sales orders into one purchase order.  When a few sales orders are marked for po, can those line items be added to one purchase order to one vendor instead of sending several purchase orders, which will not give us the minimums or price breaks needed?