Develop Customizations

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, PXFieldUpdated InvokeBaseHandler)        {            if (InvokeBaseHandler != null)                InvokeBaseHandler(cache, e);            var row = (Location)e.Row;            row.OverrideAddress = true;               // This code is expected to be executed when the                                                               

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>>, Zero>>>), EPMessages.AssigneeCannotBeSameAsTheCurrentUse

I have a Smart Panel which is called by 4 different buttons. I was wondeing how I dynamically can change this Smart Panel Caption depending on which click button is calling it. The Smart Panel“ID is pnlOpenDialogBox” and its “key is RoutingPanelDialog”.I have a method to call and display this Smart Panel and do stuff with 3 parameters as follow“private string ShowRouteDialog(string status, string title, bool finalStep)”that I want the “title” parameter be displayed as Caption. Any though how this can be acheive? 

I have enabled other fields which were showing under Customization Screen of Process Orders but now  I want to add Ship to Country in it? How can I do it?  Thank youJennifer

We would like to hide the AUTHORIZE button in the dialog for Create Payment on Sales Order Entry.  The button should be disabled/hidden if Payment Method ID = “CCARD”  Is this something that is possible to do? I have the code to check the payment method but I’m not sure how or even if it’s possible to hide the AUTHORIZE button when the field is updated. Thanks for any advice even if it’s just that it’s not possible to do what we want. Phil 

Hi,Re posting unanswered old  question to see if i get any update. Thanks in Advance.

Hi all,I want to add a new field to the SO that the value is from the customer’s buying group. The buying group is under the Attributes. I tried to use PXDefault to search the attribute’s value. But I have a problem is I need to use fixed attribute ID. The value is not linked with the buying group value. I need to save the value to the database at that moment. Because the buying group value may changed later. Does any one knows how to do it ? Thanks.     

I want to default 4 checkboxes (Activate Project, Activate Tasks, Copy Notes to Project, Copy Files to Project) to “checked” in the Convert to Project dialog/popup on the Project Quotes page. I’ve added “[PXUnboundDefault(true)]” to the Attributes for each of those 4 items, but it only works for the two “Activate” items; the two “Copy” items aren’t affected. Any ideas how to default the “Copy” checkboxes to true? Bonus points if you can tell me how to automatically click to OK button to submit the dialog. Thanks in advance!  

Like the title says, I’ve created a dialog and added a grid inside. I have an action button which will pop-up the dialog/grid just fine as long as I use a database-based DAC. However, when trying to use an in-memory DAC no rows are displayed in grid… Snippets below: In page extension class:        public PXFilter<LabelZZZ> LotLabelsPanel;        //this will work...public PXSetup<QLSetup> LotLabelsPanel;         public PXAction<SOShipment> LotLabels;        [PXUIField(DisplayName = "Lot Labels")]        [PXButton]        protected virtual void lotLabels()        {            var bbb = new LabelZZZ();            bbb.Finish = true;            bbb.Qty = 1;            LotLabelsPanel.Insert(bbb);             var ccc = new LabelZZZ();            ccc.Finish = false;            ccc.Qty = 9;            LotLabelsPanel.Insert(ccc);            if (LotLabelsPanel.AskExt(true) != WebDialogResult.OK) return;        }  DAC class:    [PXVirtual]    [Serializable]    public class LabelZ

Hi Team,I have one customization package with stock items screens is overrided and new tab is created.i have other customization package which has few custom fields created.Now i want to place the second package fields in tab which created in first package. How to Implement it?. 

Hi, I’m new with Acumatica, and I have a question about load data with a PXSelector. I need add the data in some fields of the Grid and other in a form, but I don’t know how to do that. Help, please.