Develop Customizations

Hi,I am working on a customization and I am looking to automatically save the default values in a setup form when the customization is installed. We would like to have the record inserted into the database without users needing to go to the setup form.I am using a constructor in the setup graph to insert a record but I am getting an error: “The cache PageSetup has not been found in the list of auto-initialized caches.”Is there a better approach for this? I have included my code below. Thank you! public SelectFrom<PageSetup>.View Setup;public PageSetupMaint() // Constructor{     // Check if a record exists in the database     PXResultset<PageSetup> recs = PXSelect<PageSetup,     Where<PageSetup.dnloadStockItem, Equal<Required<PageSetup.dnloadStockItem>>>>.Select(this);     if (recs.Count < 1)     {          Setup.Insert(new PageSetup());          Save.Press();     }}

Hi,I created one new Selector field in Stock Item Custom Tab.In screen level records are showing in selector.. But In mobile screen I am not able to get the values for that Selector field.Can you help me on this how to approach on this issue. Below is the  Selector Field #region TSStorageCondID[PXDBInt(IsKey = true)] [PXSelector(typeof(Search<TSStorageConditions.storageCondID, Where<TSStorageConditions.active, Equal<True>>>),typeof(TSStorageConditions.storageCondCD),typeof(TSStorageConditions.descr),SubstituteKey = typeof(TSStorageConditions.storageCondCD),DescriptionField = typeof(TSStorageConditions.descr), ValidateValue = false)][PXUIField(DisplayName = "Storage Condition ID")]public virtual int? TSStorageCondID { get; set; }public abstract class tSStorageCondID : PX.Data.BQL.BqlInt.Field<tSStorageCondID>{}#endregion Thanks. 

How create a new document type in acumatica ?

I am upgrading a project from 2020R1 to 2021R2.In my SOOrderEntry extension, the Override on the actions is not firing.  I know the extension is firing because other code gets hit on a breakpoint.The action I am overriding is the Create Shipment item.  This is what it looks like in the 2020R1: This is what it looks like in 2021R2.  The Create Shipment button is displayed in the menu bar and it is not selected from a drop down list.I am thinking this may be the reason why my override does not fire.   This is the extension    public class SOOrderEntrySSGExt : PXGraphExtension<SOOrderEntry>    { This ActionDelegate signature changed.  The only thing I changed to make it compile successfully is that I changed siteCD to siteID in the signature.        #region Overridden Methods        public delegate IEnumerable ActionDelegate(PXAdapter adapter, Nullable<Int32> actionID, Nullable<DateTime> shipDate, Nullable<Int32> siteID, String operation, String ActionDelegateName)

I have managed to add an custom icon onto my workspace but however when i hover my mouse over the icon it disappears while stock icons remain while hovering over. I have attached screenshots of the issue below. How do i make custom icons remain while hovering over ? Screenshot 1 : Hovering over stock icons where the icon remains   Screenshot 2 : Hovering over custom icons where the icon disappears  

Right now all of our current customers are defaulted to ‘Send Invoices by Email’ & ‘Send Statements by Email’.  I believe it was how they imported it.  I need to deselect these options for all but a handful of customers that need to be emailed their invoices.  We have over 16,000 customers so going one by one isn’t really an option. Is there a way I can do a mass update to deselect these options for everyone then I can assign them to the few that needs to be emailed?  Thanks in advance for your help! 

I’m new to Acumatica and trying to get my head around adding what seems like a simple customisation.  I've been trying to get a warning to show when the line total is less than 50 on a Sales Order.  I have looked at other examples of how to raise a warning and tried various things but I’m not entirely sure what event handler it should go in as it’s not a user updatable field. I also think I should be using a different method to show the error but not sure what.The following is what I have:protected void SOOrder_CuryLineTotal_FieldVerifying(PXCache cache, PXFieldVerifyingEventArgs e, PXFieldVerifying InvokeBaseHandler) { if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrder)e.Row; if (row == null) return; if (row.CuryLineTotal < 50) { throw new PXSetPropertyException("The order total is below the Wholesale minimum of $50.", PXErrorLevel.Warning); } }The error gets thrown as a message box on the screen before I

I have followed these instructions to move a custom action to the detail grid of sales order screen.  It works in dev (localhost) but when I import package and publish to client production the button still shows on  top toolbar.  Not sure why.https://stackoverflow.com/questions/68996115/add-buttons-to-grid-in-acumaticaIf I compare the screen editor:In dev my action shows up under: DataSource: SOOrderEntry/OtherIn production after importing package it shows up under:DataSource: SOOrderEntry/Toolbar/Form-Specific and is missing the properties I set and does not show up on Tab/Details/Grid: Transactions/ActionBar-Customizations nodeIs this a bug?  2021R1 build 21.108.0032

We created a data field in our Project profiles for our customers’ purchase order numbers.  We did this under the Customized Projects module.  We have published the item, and it is being shown on the screen now.  Information can be entered and saved.  The problem is we cannot manipulate our Pro Forma Invoice reports to show this field, since the data field is not being listed in the choices under PMProject.Is there a step we are missing to update the data fields to make this available?

Hi, Good Morning All.I have created a custom project and I am trying to add selector to the Section ID (section code) field.But, it is not allowing me to save changes to the database. It gives me the error like the below:Section ID not found in the System. Please find the attachment.  Thanks In Adavance.Moulali shaik. 

Hello,I have created a custom processing form, based largely on the info from T240. The Graph makes use of a` PXFilteredProcessing` data view. The grid in the view is dynamically populated based on user selection. Both the loading/filtering of records and processing of checked records seems to work as expected; however, for some reason the Processing Dialog is not showing. When I initiate processing by clicking the “Calcuate” button (the caption I set for my “Process” button), I merely get the little gray loading spinner (the one that appears anytime you save records, navigate, etc. in the system) NOT the actual processing dialog.I have compared my code against Acumatica’s standard processing forms and see nothing that could explain this behavior. Any guidance would be appreciated. My Graph code (some code omitted for brevity): public class MHPRProcessBenefits : PXGraph<MHPRProcessBenefits> { public PXCancel<ProcessBenefitFilter> Cancel; public PXFilter&

Hello Everyone, We are creating customer and customer locations in acumatica through REST API and these APIs are working fine. But many of the customers has default location as a MAIN in acumatica and we want to change this default lcoation to other through customer or customer location API.  I have extended the customer end point and added “SET AS Default” Action to the API but this is not giving the correct result. We are not able to change the default location of the customer through API.  What changes are required in customer or customer location API, to make the required location as default instead of MAIN. Can anyone suggest the solution or any work around for this.Thanks in advance. 

Hello,I know the vast majority of Acumatica source code is accessible under App_Data/Code_Repository. However, it looks like only a small amount of items in the PXData namespace are available. Is there any way to view the implementations of all classes under the PXData namespace (specifically I am interested in MatchWithBranch: https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=b8c20406-7217-b865-6bf2-90658262610d))? Thanks!

I’m working on an upgrade from 2019 R1 to 2021 R1 and it appears that my Files section of the Customization Project Editor no longer has the add button.  I’ll share an image at the end with a side by side of a 2021 R1 demo site loaded with the U100 data set.Until today, I’ve never had cause to use the add button in Custom Files on this upgrade instance.  In every other customization project on this site (with an extension library) the DLL is visible by default. However, I have one project where the DLL did not show up and I can't figure out how to correct that if I cannot add the file and the detect changes button isn't picking the new DLL up.  I cannot say if the add button was on this screen after moving from 2019R1 to 2021R1, I never checked.I'm not sure the way I noticed this has any bearing on the ultimate cause, but I'll include an explanation if it ends up being relevant:Today I was working on a customization project that was all custom fields and no business logic.  I wanted to

Hi All,I have created a customized panel in “Sales Order” screen and this panel all user to add items to the SOLine.After I click on “Apply” or “Cancel” button the selected check box should be cleared. How can i achieve this. I used PXBool for selected field it is not working. Is this field is controlled buttons?Please help me on this   Regards,Ramya

I have seen a customized change that displays more address fields when selecting the location in the header of the sales order screen.  However, I do not know what mechanism was used to create this change.  It does not appear that the screen editor allows you to make changes to the window that pops up when you click to search for the location.  Standard functionality when selecting the location is just to show 2 fields.  The customized functionality displays address 1, address 2, ZipCode, etc…. Can anyone point me in the right direction to what tool/method would be the place to start in investigating how to accomplish this?

We’re working on upgrading a Customer from 2019 R2 to 2021 R2. We do have a lot of customizations and I’m running into a few issues esp. with SOShipmentEntry graph.After resolving initial errors in the customization code after upgrade, the code compiled and I was able to publish.However many functionalities are not working. For e.g., looks like the events such as RowPersisted, RowPersisting, RowInserted, RowUpdated, override of Persist method etc. we already had on SOShipmentEntry are not firing anymore. There was also a custom tab with a grid which was not displaying and causing the entire page to break. It was giving an error that the view used by the grid is not available. Though I published multiple times, it kept complaining the same that the view is not available. When I attempted to edit aspx, got an error that Sequence contains no matching elements. I finally deleted the Shipments screen from the customization package and re-added it without the custom tab/grid.Does anyone have

Hi Team,I have enabled manual numbering for Invoices. I would like to pass RefNbr field to “PrepareAction” action so that it can take it while creating an invoice. I have override the method “PrepareInvoice” method but looks like all business logic is inside “this.Base.InvoiceOrder” method. Kindly advise how can I set the RefNbr field in PrepareInvoice method ? 

I have created an export scenario using ACH Provider for batch payments.The file has 20 characters in the header and 382 for each pay line, therefore, in the line size property 382 was set, however, this causes the header to be filled with blank spaces which must be removed.O1# is the Header01#{H1_TypeOfReg:2}{H1_NumOfSec:7}{H1_Date:8}{H1_cons:3}02#{R1_TypeOfReg_D:2}… 

Hi Team, I want to get External Reference field value from Opportunity Rest API but currently it is missing in the response model. Is there a way I can get the value ? Also I have checked the details property in the response model as it is empty 

I have created a new “FormTab.master” form that I have two problems with it. The form works fine when I take away the tab from the form but when add it back the problems persist.When I Click Add New Record, not sure the form doesn’t reset the fields. The fields whithout default value, should be empty but are not. Even if the data is saved (I confirmed through both DB and Primary List) after clicking on Save, no matther what action I trigger (Add New, First, Last ...) I get an error that "Any unsaved changes will be discarded."For claification the header PKs are ProjectID and RevisionID and detail PKs are thesame fields plus TranPeriodID. Here is my Graph: public class PMCashflowProjectionEntry : PXGraph<PMCashflowProjectionEntry, PMCashflowProjection> { [PXViewName("Projects Cashflow Projections")] public PXSelect<PMCashflowProjection> CashflowProjections; public PXSelect<PMCashflowProjectionSchedule, Where<PMCashflowProje

Hi there,I have a requirement where I would need to grab a value from Stock Item attribute, trim it down to the first letter and assign it to Production Order Type as shown below: However, when I tried to customize the field itself, I was greeted with the following pop up: Is there any other way to edit this field via Customization Project Editor?

Hi Team,I have enabled manual number for Sales Order Number but When I am creating sales order from opportunity it is throwing an error as Manual numbering is activated. I think I have to add Order number field in the dialog box. How can I add Order Number field in the Create Sales Order dialog box ?   

Hello Community,I’m newbie to the Acumatica Mobile application development.  Please bare with me, If I’m wrong.I have a specific below requirement in Scan and Issue screen. Please find the details below.I have created a new site map, which is exactly duplicate screen of Scan and Issue screen. In this newly created screen, I don’t want to scan the location and directly scan the BarCode of an Item and it should defaulted to “Default Issue” field from the Stock Items screen.As soon as scan the Barcode of item, it should take location from Stock Item screen and then should be Released automatically.Can you please help me on the 2nd and 3rd point. Thanks in advance!

Hi  I would like to analyse sales and COGS via subaccounts. I have created subaccount under GL for the inventory ID. I have also indicated the subaccount when invoice is created.  However, when I generate the P&L, only the sales is breaking down in subaccount but not the cost.Is there a way to indicate subaccount in shipment? Or why the ARM is not breaking down the COGS into subaccount?Thank you in advance.