Develop Customizations

I want to add a new button to the PO302020 – Receive and Put Away screen, but I’m unable to do so due to the complex behavior of its graph.The graph of this screen is defined as a Host, but if I try to create an action the same way as for other screens, nothing happens — the action does not appear on the screen. using PX.BarcodeProcessing;using PX.Data;using System.Collections;using static PX.Objects.IN.WMS.INScanReceive;namespace TestNamespace{ public class ReceivePutAwayExt : PXGraphExtension<Host> { public PXAction<ScanHeader> Test; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Test Button", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] protected virtual IEnumerable test(PXAdapter adapter) { return adapter.Get(); } }}In my opinion, this is because the Host is not a regular graph; it inherits from another class, which adds actions in a way that is not typical for Ac

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I am creating a new screen and I’m trying to use the autonumber for it. i was following the below post to try to get it working. It fixed the first initial error but I am getting a new one that i cant seem to fix. Does anyone have any ideas on what is wrong with it?  everytime i try to save it, it says that the field “Planid” does not exist. here is where the field should be pulling the autonumber from.here is the dac extension for that field.namespace PX.Objects.AM{  public class AMPSetupExt : PXCacheExtension<PX.Objects.AM.AMPSetup>  {    #region UsrProdPlanNum    [PXDBString(15, IsUnicode = true, InputMask = "")]    [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)]    [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))]    [PXUIField(DisplayName="Production Planning Number" , Visibility = PXUIVisibility.Visible)]       public virtual string UsrProdPlanNum { get; set; }    public abstract class usrProdPlanNum : PX.Data.BQL.BqlString

Hello, on an invoice when a description is added it appears when statements are sent out. Any way to make sure it doesn't appear?   

Hello All,I have been working on trying to disable the Lot/Serial Nbr. selector field on the grid section of the Inventory Receipts screen (IN301000) through code, but it’s not working as expected.I was able to successfully disable the unitCost field on the same grid, so I’m not sure what is preventing the Lot/Serial Nbr. selector field itself from being disabled/enabled. Here is the code I am using: public class INReceiptEntry_Ext : PXGraphExtension<INReceiptEntry>{    protected void _(Events.RowSelected<INTran> e, PXRowSelected baseHandler)    {        baseHandler?.Invoke(e.Cache, e.Args);        if (e.Row == null) return;        PXUIFieldAttribute.SetEnabled<INTran.lotSerialNbr>(e.Cache, e.Row, false);    }} If anyone could help me with this, it would be really helpful.​@darylbowman ​@Naveen Boga 

Hi,I’ve created a customization on the AP Bills screen, adding a custom field Project/Events (dropdown list). The customization is working perfectly on the AP Bills screen. However, when I try to display this field in the APTran GI result grid, it appears blank.For reference, I’ve attached the customization for your review. Please note that the client recently upgraded to MYOB Acumatica 2024.2 version.Does anyone have an idea of what might be causing this, or could someone please assist with resolving this issue?  

I am very new to Acumatica, requirement is to hit an 3rd Party Endpoint and save the data into the SalesOrder in Acumatica. here are the things I did: 1. got the community edition https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/25.1/25.100.0054/AcumaticaERP/ 2. got the all the 3 test data setup in db 3. able to login and play around 4. while trying to login using the api.. (reference docs: Sign In to the Service)curl --location 'http://localhost/AcumaticaERP/entity/auth/login' \--header 'Content-Type: application/json' \--header 'Cookie: CompanyID=EvU100; Locale=Culture=en-US&TimeZone=GMTM0500G; UserBranch=; requestid=EE8D2DC0BF1C7DA211F0873A7C4D3F9F; requeststat=+st:833+sc:~/entity/auth/login+start:638923313721775647+tg:' \--data '{ "name": "admin", "password": "admin", "tenant": "EvU100", "branch": "EVU100"}'I am getting the Invalid credentials5. next wanted to the right documentation if possible to connect with external api, do i need to enable something f

Hi Community,I’m working on a customization where I’d like to add the “Add Items” action button to the Details grid on the Sales Quotes screen (CR304500), similar to how it currently works on the Sales Orders screen (SO301000).The goal is for this button to open the Inventory Lookup dialog, allowing users to search for and add inventory items directly into the quote lines, just like in the Sales Orders screen.This functionality is already working as expected in Sales Orders, and I would like to replicate the same behavior in Sales Quotes to streamline the quoting process.Has anyone implemented this before or can provide guidance on: Which action or logic controls the Inventory Lookup in SO301000? How best to reuse or extend this functionality in CR304000? I went through This link of ideas section for same requirement but its already in status as Unlikely to implement SO i am findig a way to implement it via code.   I’ve added the popup panel, form, and grid for the inventory lookup d

Hi Team,In the Employee Payroll Settings screen, there is a 'Tax Setting' tab that has a 'Name' field. This field does not exist in the database.I added a custom field and tried to store the value from the 'Name' field into my custom field, but I'm not getting the expected result.Could you please assist me with how to transfer the value from the non-existing field to the custom field?     public class PREmployeePayrollSettingsMaint_Extension : PXGraphExtension<PX.Objects.PR.PREmployeePayrollSettingsMaint>  {      #region Event Handlers      protected void _(Events.RowPersisting<PREmployeeAttribute> e)      {          if (e.Row == null) return;          var row = e.Row;          var rowExt = row.GetExtension<PREmployeeAttributeExt>();          // Copy Description field value to your custom field          e.Cache.SetValue<PREmployeeAttributeExt.usrName>(row, row.Description );      }      #endregion  }

2025R1  I am doing something wrong.Business wants to hold orders for review that trigger specific logic.  I have the logic working, it pops a warning and sets a flag on the SOOrder header (to trigger workflow or approval map). Three options I have worked through:1. Put on Hold logic in the Customization through a “click hold” call if X = true.  Code never set the order on hold. 2. I created an Approval Map for Sales Orders based on a SOOrder header flag.  It ignored the flag and held every order for review.3. I found a suggestion on here for a Workflow customization, but it does not trigger a hold either.Logically, I think the Workflow is the best route, if I can get it to apply.

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Hello,I have been trying to automate the creation of a snapshot and have come up short.I've tried adding in the exportSnapshotCommand action and parameters into an extended endpoint, but when I call the endpoint, all I get is a 204 status and no snapshot is created.Similarly, I've created a customization project where I wrap the tenants screen in a custom screen then try to automate the snapshot creation from there. That process also successfully calls the exportSnapshotAction after prefilling the export parameters, but no snapshot is created. Has anyone successfully automated snapshot creation?Is it possible to automate snapshot creation?

I want to create a grid (similar to the “Salespersons” tab) on the Customer screen (ScreenID: AR303000), but instead of Salespersons, I want to display Employees linked to the customer.My goal is to display a list of employee records related to the customer in a separate tab using a grid view.I'm currently trying to create this through a Customization Project (not by writing code), but I haven't been able to set it up correctly.Has anyone done this before or could help me understand how to create a custom grid with a separate data source and view on the Customer screen?Any help or example would be greatly appreciated!Best regards,Pantea  

How to Remove/disable +New Button that comes on mouse hover on Workspace Option

Hi Team, I have tried various methods, but in my system the action is not visible.I have checked the access rights and the ASPX code, and even tried writing new code, but I am still not getting this action. Could anyone assist me on how to resolve this? Another system   and my system   

Hi all,I'm trying to enable global search for a custom DAC (MyCustomDAC) using [PXSearchable] and [PXNote] via DAC extension.The DAC appears in Rebuild Full-Text Entity Index, and entries are created in SMSearchIndex. But when I search by OrderNbr (e.g. CH-10000045), no results appear under Transactions or Profiles. What I’ve Done1. Added [PXSearchable] and [PXNote] via DAC Extension:#region NoteID[PXMergeAttributes(Method = MergeMethod.Replace)][PXSearchable(    NVSearchCategory.ChangeOrder, // Custom category (32768)    "Change Orders {0}: {1} - {2}",    new Type[] {        typeof(MyCustomDAC.orderType),        typeof(MyCustomDAC.orderNbr),        typeof(MyCustomDAC.description)    },    new Type[] {        typeof(Customer.acctName),        typeof(MyCustomDAC.description)    },    NumberFields = new Type[] {        typeof(MyCustomDAC.orderNbr)    },    Line1Format = "{0} - {1}",    Line1Fields = new Type[] {        typeof(MyCustomDAC.status),        typeof(MyCustomDAC.orderNbr)    },

Hello Community. I have a custom screen linked to a custom table and numbering sequence. When creating a new record and saving, it updates the primary keys numbering sequence. Upon doing so, it shows a duplicate record which doesn’t actually save, but you need to refresh the page to clear it. The first line in the highlighted screenshot below is the one I added, before hitting save and because it is an auto numbering sequence it shows the one line with “NEW” and then after save, populated and an extra line pops up like below. If I refresh or hit cancel, it removes the duplicate because its not actually saved.  Below is the graph. The persist method is what I was trying to do to get the duplicate to clear automatically. I’m sure there is a very simple way to fix this but haven’t had any luck.public class ImportBatchEntry : PXGraph<ImportBatchEntry>{ public PXSavePerRow<Imports> Save; public PXCancel<Imports> Cancel; public PXSelect<Imports> Document;

I am unable to refresh the screen automatically after attaching a file using the file icon on the toolbar. Currently, I have to manually refresh the screen. Please suggest the best practice to handle this.

Using the project editor, I add UsrDepartment to the Bills and Adjustments screen.  It is a simple selector.  When the filed was added, it created it in the ARRegister table.I want the field to be required.  I did not use [PXDefault] in the DAC in case there are legacy records where that field is null, and I don’t want any other processes to fail if that field is null.In order to make the field required, I added code to the RowPersisting event hander on the APInvoice DAC.In order to get the value in the field, I need to get the extension on the ARRegister DAC.If you are saving an EXISTING invoice, everything works fine, and the field is marked as an error with a message.MY FIRST CHOICE: When you save the invoice and you do not supply the department, I want to mark the field with a propertyexception.However, if you try to save a NEW record and the field is empty, I get an unexpected error.I can get around this by throwing a PXException to the screen, but I want to actually flag the fiel

Hi guys,How can i delete via import Scenario this position “Global” in Cross Reference I Tried this Import Scenario but its not working. Hope u can help me.

I am stuck trying to add the option to scan a projectid and project task to the Scan and Transfer form. Trying to follow the documentation and the abstract examples but I can’t get the task added in correctly. I’ve added what I have so far. The actual task is bare bones, I get how to edit those for the most part.

I want to upload excel in the Purchase receipt screen in the document details tab but when I allow the upload from the grid in the in the screen customization the upload button is disabled and the solution is adding Pximport to the graph before the view  but I do not have the graph in my customization project because this graph is default in the website

Hi, Just wondering if anyone has seen the type of issue described below (which I’m currently at a loss to explain or know what to do next)? Symptoms started last night when we attempted to republish a customisation.  We needed to slightly change a SQL view (with a DAC on top of it).  Couldn’t get this very simple change to work. SQL statement was just skipped no matter what I tried. What I found is that the only way to get the publish step to attempt to rerun the SQL statement was to deliberately make the SQL statement malformed.  In this scenario the publish step attempted to apply the SQL statement and errored out as it should.  However, as soon as the SQL statement was valid, it always got skipped even if radically different to the previous publish.  Spent a few hours trying all the usual tricks to try and get a valid SQL statement to publish, tried all the different tick box options, priority settings, etc.Then today we have the weird scenario described below: We have custom fields

When I try to publish any customization, I get the following error: Any advice on resolving the issue?

Hello, Acumatica Community!I'm experiencing an issue with setting the visibility of a custom field in the SOOrder screen within my Acumatica ERP customization. Despite my attempts to control its visibility through both DAC extensions and the graph extension logic, the field does not display as expected under certain conditions. I'm looking for guidance on how to ensure visibility in a specific context while using a RowSelected event. Here's what I'm trying to achieve:Custom Field: I have a custom field, UsrAISIsSOWContent, added to the SOOrder DAC through the SOOrderExtension. On UsrAISIsSOWContentI set the Visible Properties to false on Screen settings.   Visibility Requirement: The field should be visible only for the order type "QT" (Quote) and when a certain boolean field, UsrAISIsSOW, is set to true.     Here's a snippet of my code for the graph extension: protected virtual void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected baseMethod){ baseMe