Develop Customizations

Do anyone have any idea how we can customize the existing fields. I need to customize source dropdown for the Leads screen need to add a few more options to that dropdown.

Hello Everyone,We are trying to create a new project from webhook but it is giving “CURYID” cannot be empty error with below code. I have assigned curyid field in the code as well, but getting same exception. public class Testwebhookclass : PXGraph<Testwebhookclass>, IWebhookHandler { public async Task<System.Web.Http.IHttpActionResult> ProcessRequestAsync(HttpRequestMessage request, System.Threading.CancellationToken cancellationToken) { var resultresponse = new OkResult(request); var projectGraph = PXGraph.CreateInstance<ProjectEntry>(); //Customer customer = PXSelect<Customer, Where<Customer.acctCD, Equal<Required<Customer.acctCD>>>>.Select(projectGraph, customerCD); PMProject objNewProject = new PMProject(); objNewProject.ContractCD = "TestPJ1"; objNewProject = projectGraph.Project.Insert(objNewProject); // objNewProject.CustomerID = customer.BAcco

We would like to change the color of the text (and maybe the size) depending on what stage the packing is at on the Pick, Pack, Ship screen.e.g. Green when packing is complete, red when in remove modeI have found instructions on using javascript to alter the text by using getElementById and got that working by putting a function call in clientevents of the Scan field.  The problem with that method is because this fires before the text gets updated that I’m checking for text such as ‘packed.’ and ‘Remove mode is activated’ I have to set a short timer to check it. I’d like to do this ‘properly’ if I can by putting it directly in an event handler but I’m not sure which one I should use.  I would guess it would be fieldupdated on the message but putting a PXTrace.WriteInformation in there produced no trace log so I’m not sure I’m doing it right. Thanks for any advice, Phil 

Hi guys I don’t know how to use AUTOCALLBACK settings in customization to a field. And if I need to use what data I have to fulfil the Autocallback settings   TIA 

I need to update some data on packages (the custom fields that print on label) automatically.  I was able to PXOverride ConfrimShipment and update the fields but unfortunately, that happens too late as the label is already created at that point I assume.  I tried all various/traditional ways of overriding the Action, many which complained were obsolete and would be deprecated in 2022 R2 (but they also just did not work or crashed the app).  I tried doing a PXOverride on PrepareShipmentConfirmation since that appears to happen early in the process, however, for some reason the Carrier tracking number and url were not generated at all, but the status changed to Complete.  Ideally I just want my code to run right at the beginning where Save.Press() would typically get called: This code runs (no errors) but it appears ShipPackages doesn’t work after doing this (no carrier tracking created), but shipment “completes” successfully. [PXOverride] public virtual void PrepareShipmen

In this episode, we have Cesar Betances, a Senior Technical Consultant who works with our Acumatica ISVs on Mobile Development. He shares his deep knowledge and best practices with our Developer MVPs.Watch it now here: Coffee & Code: Episode 11 - Mobile DevelopmentPrevious episodes of Coffee & Code can be viewed here:www.acumatica.com/coffee-code/ Happy Mobile Coding!

On the transfer screen we don’t want people to click the InventoryID hyperlink on an item.  Is there any way to disable that from getting a hyperlink on certain screens or does it automatically get added because it’s the Inventory ID field? Phil

Good Morning.We added a Report to the Bulk processing Screen by defining a new Action.The Report and action is defined in the SO301000 Screen.Unfortunately we couldn't figure out how to filter in the SO502000 screen that only non-printed Reports get shown after we selected our custom action. I'd appreciate a detailed answer on how to solve this, as we are clueless. Greetings

Hi guys My fields boxes messed up together How to arrange in a good View  

Hi!I have the code to expose the Item Lookup of the SO in the mobile and I have added the scanner button within the barcode field of the parameters so barcodes could be readed and applied to item filters:update screen SO301000 {  update container "OrderSummary" {    formActionsToExpand = 3    add recordAction "AddInvBySite" {      displayName = "Add Stock Item"      redirect = true      redirectToDialog  = "SO301000D1"    }  }      add dialog SO301000D1 {    type = FilterListScreen    openAs = List    add dialogAction "Ok" {      DisplayName = "Add&Close"      DialogResult = "OK"      closeDialog = true    }    add dialogAction "Cancel" {      DisplayName = "Cancel"      DialogResult = "Cancel"      closeDialog = true    }    add dialogAction "AddInvSelBySite"    {      DisplayName = "Add"      closeDialog = false    }    add container "InventoryLookupInventory"    {      add field "Inventory"      add field "BarCode" {      special = BarCodeScan    }      add field "ItemClass"   

A client requested what appeared to be a simple customization.  Here I sit after week and can’t get across the finish line.They use Projects and Change Orders.  They use Inventory Items on their budget lines.  They want to see the Unit Price, Ext Price and Total in their change order cost budget tab (PM308000)I have added these as calculated (PXDecimal) fields in DAC extensions.  I have pretty much all working in the grid/detail with all the interaction but I cannot for the life of me figure out a way to total.  I’ve tried every combination of PXFormula/PXUnboundFormula I can think of.  I’m looking for:Am I even on the right track or am I approaching this in a completely backwards way? If I’m NOT on the right track, recommendations for a different approach (ie. persistent vs. non-persistent, etc.) If I need to persist, what is the best approach for filling unitprice on existing PMChangeOrderBudget rows? If I’m on the right track, what is the magic combination of events/attributes I’m m

When people work on grids or view, they would like to see the subtotals at the bottom of the grids. I know we can add a calculated field to the headr of data entry screens and using “SumCalc” update that field from the grids but it is not really handy and neat specially when you have many numeric columns that you would like to sumerize. We can see many of these screens in construction module. What I would like to do is to 1) add a subtotal to the bottom of the grids 2) freez this subtotal row at the bottom of the grid to prevent from hiding. I know there is a property in Acumatica grids for “Footer” that in “Summary Type” we can type of aggregate function we want to use but for some reason I couldn’t make it work on a sample grid I’m testing. I see Acumatica has used this functionality in “Balalnces” tab of “Projects” as shown in the below snip but I see the “Footer Summary Type” is not set at all for this grid.Has anyone added something like “Expense Total” from the above snip to any

I have a UDF in the CROpportunity table.  This is the DAC Ext field: public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity> { #region UsrOppCreateDateEdit [PXDBDate] [PXUIField(DisplayName = "Created Date")] public virtual DateTime? UsrOppCreateDateEdit { get; set; } public abstract class usrOppCreateDateEdit : PX.Data.BQL.BqlDateTime.Field<usrOppCreateDateEdit> { } #endregion }The field is on the Opportunity screen and it saves data to the DB.I have a simple GI that uses the CROpportunity table and pulls two fields:When I view the GI, I get an empty columnNote that the screen shot with 4/28/2022 is on OP000396.Any ideas why the filed comes up empty on the GI?

I want this Action button which I have on tabitem to look life refresh Icon Like this<px:PXButton runat="server" ID="CstButton5" AlreadyLocalized="True" Text="Refresh">                        <AutoCallBack Command="Refresh" Target="ds" /></px:PXButton> - ASPX Is that Achievable and how? thx

I’m triggering an action on multiple EPEmployee rows on GI ScreenId=EP2030PL.  The PXAdapter TotalRows = 0 on each action call, and for each Base.Employee.Current is obviously a single employee.  I would like to either get the row count on how many where triggered so that I can make an API call on the last one, or get an indicator when the last action is being called.I’d prefer to get all of the selected Employee objects in a single Action on PXGraphExtension<EmployeeMaint> without creating a custom DAC and custom MassProcessing screen.  Is there a way to do this?

For Example at Sales Orders Tab I have Custom Field, Some kind of Ref nbr. and I want to make Searchable this Document from General search with that Custom Field, is it possible and how? Thanks

Hello Everyone, I have created a new action button in appointment screen and need to create a new appointment with all the current appointment information includes tabs also in this new action. I have to perform same like copy/paste functionality from this action and have to save the new appointment. How do we perform Copy/paste through logic or is there any other way to do it with acumatica existing methods in easy way instead of creating and assigning everything to a new objects.Need some suggestions for best possible way to implement this.Thanks in advance. 

I am new to Acumatica and our company is a customer.  I’m an experienced developer but I’m having trouble getting started with Acumatica customizations.  It doesn’t seem that our var has much experience with customizations so they have not been able to help me get my system setup correctly.  From what I’ve researched it seems that I must have a local instance of Acumatica installed on my local machine and that the database used in customizations has to be created using the Acumatica Framework Configuration Wizard.  We had previously setup a database and web site for development through Azure but I’m not seeing a way to use those now.  If someone can help me understand exactly what I need to do to get started with customizations it would be a great help.  This is what I think I need to do:Install Acumatica ERP on my local machine Deploy Acumatica Framework Tools Deploy New Instance of Acumatica Application Template or should I use the Deploy New Application Instance for Training Course?

Hi,    How can i update bigcommerce matrix item stock from acumatica? I have tried Template item sync and product availability sync but its not updating stock for matrix items in BigCommerce.Please reply if anyone knows asap..

I am working on T190 and in step 3.2 where we need to add this code RSSVLabor labor = SelectFrom<RSSVLabor>.                              Where<RSSVLabor.deviceID.IsEqual<@P.AsInt>.                              And<RSSVLabor.serviceID.IsEqual<@P.AsInt>>.                              And<RSSVLabor.inventoryID.IsEqual<@P.AsInt>>>.View.Select(this, line.DeviceID, line.ServiceID, line.InventoryID); issue here is I am getting error that'RSSVWorkOrderLabor' does not contain a definition for 'DeviceID' and no accessible extension method 'DeviceID' accepting a first argument of type 'RSSVWorkOrderLabor' could be found (are you missing a using directive or an assembly reference?)    PhoneRepairShop_Code    D:\Acumatica\AcumaticaERP2\App_Data\Projects\PhoneRepairShop_Code\PhoneRepairShop_Code\RSSVWorkOrderEntry.cs can anyone help me with this ? 

Hello Gang,I have a class that I call it many times. in some case it returns null when I know it should return value. I know that because until the point “approval” it is returning the result, it has value but when its result assigned to a variable “approvalBase” becomes null. Can someone advise why? protected virtual void APInvoice_RowSelected(PXCache cache, PXRowSelectedEventArgs e){var document = e.Row as APInvoice;if (document == null) return;// Do stuff hereEPApproval approvalBase = GetApproval(Base, (Guid)document.NoteID, null, CustomApproved, FirstItem, OwnerOnly, ContactID, null);// Do Stuff here}public static EPApproval GetApproval(PXGraph Base, Guid RefNoteID, Guid? NoteID, string Status, string LookupRange, string Assignee, int? OwnerID, int? WorkgroupID){ // Do stuff here return approval;} 

Hi, I have a requirement where, when a user selects a certain project task, cost code and account group under Cost Budget Tab in Projects Form, when creating a transaction in Bills and Adjustments form the same combination of those three fields must be entered by the user, if not an error message must pop up saying the combination is incorrect. How can I approach this customization, is using the FieldVerifying event handler going to cover this requirement?I have attached screenshots for reference.Thanks.Project Task, Cost Code and Account Group in Projects FormThe combination must be the same under Bills and Adjustment Form 

Hello Everyone, I have to add existing service order columns to the service order window in calendar board screen. This screen has a complete different mechanism compared to other acumatica screens.The aspx contains separate HTML screen in it, but how can we override it from the customizaiton package.All the service order window columns are available in TooltipserviceOrder.html page, but how can I add it to the customizaiton package? Can we override this like other existing acumatica screens? What is the proper way to override FS300300 screen to add new columns.     

We have an existing customization on a Processing Screen tied to a custom Button (T240 went sideways here and never got around to discussing an actual Process button hook), and it works perfectly.Attempting to move the custom code to the Process button isn’t working-.In an attempt to troubleshoot, we want to start with a brand new template and see the Process button in action--can’t get this to work.  The new customization can inherit the code fairly easily, but we need a functioning Process button on a Processing screen.Any hints (or sample code) for a “default template” for a Processing Screen?

Hi Team,I want to Trim the starting characters from a field in acumatica. I tried using “Split” function, but it is not working as expected.Please help me on this.  Sample code: Regards,Ramya