Develop Customizations

Hi, Good night. I want to recalculate the field (% Above Winner) when a new row is inserted/updated/deleted. I did the method (and it works) but when i put this method in a event of the same grid i got an error/debuggin visual studio warning. But if i put the method in other field (other tab etc, no in the same grid) it works.Can you helpme please? i paste some images to explain me better.  1.- this is the grid. I need to recalculate the column “%  AboveWinner “(for all rows) for Add,Update, Delete action.2.- when i put the method “getAboveWinners” in the update field event of this grid i got an “error”This is the error.When i put the method in other button/tab etc (not in the same grid) it works! public void getAboveWinners() { int countLowestValue=0; decimal? lowestValue=0; //we get the lowest value; foreach (CEEstimateBidWinner soLine in this.viewCEEstimateBidWinner.Select()) { if(lowestValue==0) { lowestValue=soLine.

We have created a new tab within the Project Quotes module.  The field is Rich Text Edit (PXRichTextEdit).When we type our verbiage on the screen and hit the SAVE button, the text goes away.  It will not allow us to save anything to it.  What needs to be done to allow for this to happen?

I would like to add a custom field to a Business Account which will automatically calculate if a Case exists for the Business Account in question with a Case Class matching one of a few, and with a Subject starting with ‘2021’.I have this so far, which does not work:[PXDBScalar(typeof(Switch<Case<Where<SearchFor<CRCase.caseCD>. In<SelectFrom<CRCase>. LeftJoin<BAccount>. On<CRCase.customerID.IsEqual<BAccount.bAccountID>>. Where<BAccount.bAccountID.IsEqual<BAccount.bAccountID.FromCurrent>. And<CRCase.subject.StartsWith<CstConstant.year>>. And<Brackets<CRCase.caseClassID.IsEqual<CstConstant.txReturnType_CTR>. Or<CRCase.caseClassID.IsEqual<CstConstant.txReturnType_FTR>>. Or<CRCase.caseClassID.IsEqual<CstConstant.txReturnType_ITR>>. Or<CRCase.caseClassID.IsEqual<CstConstant.txReturnType_PTR>>. Or<CRCase.caseClassID.Is

Hello, I’m looking for some pointers. On the Purchase Receipts screen (PO302000) I’m performing a receipt type of Transfer Receipt. I pick my warehouse and then click on the ADD TRANSFER button, this pops up the Add Transfer Order panel and I can select a sales transfer. Click Add & Close and the items on the sales transfer are placed on the po receipt. At this point I would like to make changes to the PoReceiptLineSplit records. I’ve tried various ways of doing this and originally I was thinking that I should use the POReceiptLine_RowInserted event to make my changes to the PoReceiptLineSplit lines. But the POReceiptLine record doesn’t contain all the info I need after the insert event, the Acumatica code returns to the record and performs updates to complete fields which were missed during the insert. So I’ve written my code in the POReceiptLine_RowUpdated event. But this isn’t great because when I update the PoReceiptLineSplit lines this sometimes ends up calling the POReceiptLi

Please advise how to make Customize or Workflow Action for Auto Canceling QT when Opportunity Status change to Lost. Thanks,Idrus

We are writing a custom integration between Salesforce and Acumatica as the customer requirements are outside of the built-in integration provided by Acumatica.  To establish a synchronization between SF Users and Acumatica Salesperson we have created a custom table SFUsers with two fields SFUserID and SFFullName.  Both are string fields.  What we want to do is to add a custom field to the Acumatica Salesperson screen called UsrSFUser that does a PXSelector on the SFUsers table.  Here is the code that is not working:using PX.Data.EP;using PX.Data.ReferentialIntegrity.Attributes;using PX.Data;using PX.Objects.AR;using PX.Objects;using System.Collections.Generic;using System;namespace SenteSFIntegration{  public class SalesPersonExt : PXCacheExtension<PX.Objects.AR.SalesPerson>  {    #region UsrSFUser    [PXDBString(20)]    [PXUIField(DisplayName="SF User")]    [PXSelector(typeof(Search<SFUsers.sFUserID>),     DescriptionField = typeof(SFUsers.sFFullName),     CacheGlobal = t

I am familiar with programmatically CRUDing records, but how can I use this functionality with Attributes? CRCaseMaint caseGraph = PXGraph.CreateInstance<CRCaseMaint>();CRCase newCase = caseGraph.Case.Insert(new CRCase());caseGraph.Case.SetValueExt<CRCase.caseClassID>(newCase, caseClassID);caseGraph.Case.SetValueExt<CRCase.customerID>(newCase, bAccount.BAccountID);caseGraph.Case.SetValueExt<CRCase.subject>(newCase, subject);newCase = caseGraph.Case.Update(newCase);caseGraph.Actions.PressSave(); 

Hi Everyone I think it’s Known issue to you guysAs shown in the screen shot I Need to Insert data as Remotely(Tables are Different)This is Section Id (DAC) : #region SectionID        [PXDBInt(IsKey = true)]        [PXDefault()]        [PXUIField(DisplayName = "Section ID", Required = true)]        [PXSelector(typeof(Search<SSPAgreeSection.sectionID>),            typeof(SSPAgreeSection.sectionCode),            typeof(SSPAgreeSection.descr),            SubstituteKey = typeof(SSPAgreeSection.sectionCode),            DescriptionField = typeof(SSPAgreeSection.descr))]                public virtual int? SectionID { get; set; }        public abstract class sectionID : PX.Data.BQL.BqlInt.Field<sectionID> { } 

How can I programmatically get the ‘Comments’ of a file attached to an entity. I’ve tried several different ways but the ‘Comments’ field always returns empty. I can get the files with the following code:UploadFileMaintenance uploadFileMaintenance = PXGraph.CreateInstance<UploadFileMaintenance>();var files = PXNoteAttribute.GetFileNotes(Base.Message.Cache, email);I tried this to get the comment:string comment = uploadFileMaintenance.GetFileComment(file.Name) ?? string.Empty;Also this:string comment = file.Comment ?? string.Empty; Nothing seems to work.

Hello,I would like to add a pop-up window or something similar, that the receiving clerk must click “OK” on to proceed under certain conditions.  The conditions are outside of the receiving/PO arena.  Specifically, if the received inventory ID is actively needed on a production order, we want to tell the receiving clerk before he carries the material to a stock location.There are so many different methods to customize Acumatica, I am unsure how to proceed with this and am looking for guidance.My general thoughts are:Generic inquiry to collect all possible inventory IDs that are needed on production orders.When the receiving clerk hits save, Acumatica checks to see if any of the inventory IDs on the receipt are in the GI results.If any are in the results of the GI, then pop up a window that cannot be missed by the clerk.

I am not a programmer but I play one at work.I have been trying to enter some default field values for our Business Account, Customer & Vendor Forms (CR303000, CR303010, AP303000, AP303010, AR303000, AR303020). Most of the fields are in the shipping tab. I keep running into different errors and have not been successful in accomplishing what I would like to do.I have created custom projects and set the Attributes of the fields to append.I’m able to enter [PXDefault(“UPS GND”)] and [PXDefault(“Main”). However when I edit an existing account(vendor/customer) I receive an error that states the field(s) cannot be blank. They are not blank but I’m not sure if I’m seeing this because of the way Business/Customer/Vendor accounts are related and may or may not exist in all three places.I’ve also tried with no change in result. [PXDefault("COMPCAL")][PXCustomizeBaseAttribute(typeof(PXDefaultAttribute), "PersistingCheck", PXPersistingCheck.Nothing)]Some of the Attributes will accept something

Hi AllI am unable to get the scrolling option to the Grid which is inside SplitcontanerThanks in advanceShahidavali 

Can someone please confirm my assumptions? Are these correct statements?Attributes: You can define attributes (additional fields) for flexible and meaningful classification but they are limited to leads, opportunities, customers, and inventory items. User defined Fields: The functionality of attributes is not available for all entities. For some of these entities, your organization can create user-defined fields. They will be displayed in an additional Tab “User Defined Fields”. Custom Fields: Attributes and user defined fields can’t be placed at grid or line item level. You would need a custom field for that.

I need to create a report of most recent order date per customer by month. The problem is I need to count how many customers had a last order date in each month. I have been trying various ways around getting Report Designer to only include the maximum SOOrder.OrderDate against each customer by trying to use the Max function in the filters or the joins but that doesn’t seem to work. I finally decided the only way that would work for me would be to create a custom view that simply returns the Max(SOOrder.OrderDate) against each customer where the status is Complete and DocType is SO or WO.  This I can do in a GI easily enough but I am trying to translate that to a View that I can access from Report Designer.  I created a simple GI that returns Customer.AcctCD and Max(SOOrder.OrderDate) grouped by Customer.AcctCD which gives the values I need and then looked at the trace for the query to see what the SQL looked like:SELECT TOP (19) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID

I’ve made a screen and I need help with creating a workflow. I’ve copied the Opportunities workflow from 2020 R2 and repurposed it for my new screen. There isn’t any errors also. The workflow shows up when I go to the screen but the actions aren’t enabled in the screen. Any help would be great.  using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.WorkflowAPI;using System;using System.Collections.Generic;using System.Linq;using System.Text;using System.Threading.Tasks;using MS;using PX.Objects.CR;using PX.Objects.CR.MassProcess;using PX.Objects.CR.Workflows;namespace MS.Workflows{ using static PX.Data.WorkflowAPI.BoundedTo<MSMaint, MSOrder>; public class MSOrderWorkflow : PX.Data.PXGraphExtension<MSMaint> { // workflow works without checking active public static bool IsActive() => false; #region Consts public static class States { public const string New = "N"; public const string Open = "O"; public const string Hold = "H";

Hi Guys,We are not able to bind the data. while selecting a specific row To Html Editor(PXRichTextEdit) Form.Plz, Get me out of this Puzzle. Thanks  

We have many customizations. These span over several areas Reports, UI, Import/Exports etc. I would like to break out the packages in our dev/sandbox by area ie “REPORTS” however when I deploy this to production I would like this all to fall under one project “CUSTOMIZATIONS”. What are the suggested ways of managing projects etc?  

Hi,We want to truncate and repopulate a DAC on a daily scheduled basis. The dataset to repopulate is expected to be very large and going to be generated from SQL code in a customization project. Before we go down this route, we want to know if automated refresh of this would be possible. Thanks in advanced. Jameson

Hi there, I have a fairly simple requirement in which the first row of the line level will overwrite the info in header level (both are custom fields). Example of it is shown in the screenshot below: I have read a similar case to this but from header to row: Getting value of field on header from grid change event, however I failed to grasp on how to narrow it down to only the first line.

We need to record somewhere the most recent completed order date for a customer so we can report later on how recently a customer made an order.  Is there any way to do this automatically when changing status to Completed on the Sales Order? The field we want to update is on the Customer record. Is this something that can be done using a Customization?

Hello EveryoneIs there is any way to read data available in a Generic Inquiry from inside of customization and do some processing on that?  Any ideas or thoughts on this?

We have a situation where duplicate payment captures are appearing in the detail rows of the Capture Payments screen (AR511500). If I leave the standard process alone and run the capture process the first row of the three that I have highlighted will be captured and then the following two will generate an error message because the Payment has already been captured. So then the user will hit Process All and have to wade through a number of errors that are not really errors at all and I would like to avoid that.I’d like to be able to adjust the filter or override the filter logic so that any records with a Reference Nbr value that were already included in the list are left off of the list.Alternatively, if I can pre-select the unique Reference Nbr values, that would work, too.  I need the solution to be able to run through a schedule.Or if I can get the Process routine to check the status of the Payment entry before it tries to initiate the credit card capture, that would be fine, too.I

Good Evening,i’d like to know if i am doing something wrong in my thinking,or if its something else. Let’s start with the general game plan.Game PlanWe have created several new Status to symbolice the process after a Sales Order is finished.For our purpose i tried to start with two new Status.Y - BilledX - Partly BilledMy plan is to change the Status based on one field:SOOrder.UnbilledOrderTotalThis field alone gives me much information to work with,therefore i created several conditions to use in workflow actions.(Ignore the placeholder Names)The ConditionsIsInvoiceCreatedFully | UnbilledOrderTotal = 0Translation: Field | Condition (Equals) | Scheme | Value IsInvoiceCreatedPartial | UnbilledOrderTotal > 0 AND UnbilledOrderTotal <> [OrderTotal]Translation Headers: Active | Brackets | Field | Condition | Scheme | Value 1 | Value 2 | Brackets | OperatorHere u can see i check if UnbilledOrderTotal is higher 0 AND if UnbilledOrderTotal is not the same as OrderTotal.IsInvoicesDelet

Hello, I want to create a dropdown list and feed it with the same data as the object name field in the import scenario screen. 

Hello.We have a Customer that would like to generate LotSerialNbrs already in the Purchase Orders and not in the Purchase Receipts as sort a “Comissionnumber”.I noticed inside of the Customization Project Editor, that a field “Lot Serial Number” already exists inside of the Details Grid of the PurchaseOrders. But when i make it visible, there is no way to generate new Numbers and if i enter manually some numbers, they don’t get transfered to the Purchase Receipt.Is there a way to make it usable?Or maybe a already existing Customization/Way? Greetings