Develop Customizations

I’m trying to test some customizations in the new 2025 R2 Beta. Unfortunately, one of them requires a lookup in FSARTran -- which no longer exists.The Developer notes list it as a Removed Table, and DAC, but don’t suggest what we should use instead of it now. (which is kind of frustrating… removing a class without deprecating it, and then not mentioning in the notes what to do about it…? REALLY???)Does anyone have any idea?This is the code I need to replicate somehow in 2025 R2. In the SO Invoice Entry, when the record is updated, I check to see if there are appointments scheduled and set some User Defined Flags on the Appointment if so:  // Is There and Appointment scheduled? FSARTran arDataExt = FSARTran.PK.Find(Base, row.TranType, row.RefNbr, row.LineNbr); if (arDataExt is null) return; if (arDataExt.AppointmentRefNbr != null) { // ... do some things

Hello, I added a new tab called Material to PJ304000.On the web, everything works as expected: InventoryID,Project and Project Task has a selector. However, in the mobile app, I don’t see all the fields and some appear empty.Here is the code. I can see my new tab:I can also see every field:The issue occurs when I try to add a new row in the mobile app: many fields are missing, and some of the visible ones can’t be changed. If anyone could help me, thanks in advance.

Hi Guys, how can i get the tab Text Elements into the Purchase Orders just like in Sales Orders. Hope u can help :)  

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop? Please Help

I have a custom field on the Invoices and Memos screen that is a link to the Sales Order if the invoice is linked to a Sales Order.  Works great on the UI.  However, when I added the field to the AR301000 screen on the mobile app, there was no link.  I scoured the net and could not find the secret.I finally DID find something in the Acumatica documentation that solved the issue.This is the single line I needed to add to my code to get it to work:update screen AR301000 {  update container "InvoiceSummary"  {    containerActionsToExpand = 3    fieldsToShow = 11    add recordAction "PrintInvoice" {          redirect = True    }    add field "SOOrderNbr" {      displayName = "Sales Order Nbr"      special = "AllowEdit"    }  }}FYI, PrintInvoice action is a VS action to be able to print the Invoice/Credit memo.  A BIG shout out to ​@dcomerford and ​@DipakNilkanth for helping through my Mobile App growing pains. 

public class ProjTaskAttribute : ProjectTaskAttribute { public const string Labor = "LABOR"; public ProjTaskAttribute(Type projectID) : base(projectID) { Type Labor = typeof(CONTAINS_LABOUR); Type SearchType = BqlCommand.Compose( typeof(Search<,>), typeof(PMTask.taskID), typeof(Where<,,>),typeof(PMTask.projectID),typeof(Equal<>),typeof(Current<>),projectID, typeof(And<,>),typeof(PMTask.description),typeof(Like<>),typeof(Current<>), Labor ); PXDimensionSelectorAttribute select = new PXDimensionSelectorAttribute(DimensionName, SearchType, typeof(PMTask.taskCD), typeof(PMTask.taskCD), typeof(PMTask.description), typeof(PMTask.status)); select.DescriptionField = typeof(PMTask.description); select.ValidComboRequired = true; _Attributes.Add(select);

I am using the following code to combine two reports programmatically:public PXAction<BAccount> Print1099Reports;[PXButton(CommitChanges = true, Category = "Actions")][PXUIField(DisplayName = "Print 1099 Cover", )]protected virtual void print1099Reports(){ var reportParams = new Dictionary<string, string>(); string bAccountID = Base.CurrentBAccount.Current.AcctCD; reportParams.Add("BAccount.BAccount", bAccountID); PXReportRequiredException ex = null; ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX03", reportParams, false); ex = PXReportRequiredException.CombineReport(ex, "ZRLTTX04", reportParams, false); if (ex != null) { ex.Mode = PXBaseRedirectException.WindowMode.New; throw ex; }}However, the reports have different portrait/landscape orientation, and this is not taken into account. Is this possible, and if not, when will it be?

Has anyone seen this error when attempting to publish a customization with Modern UI files?Build 24.209.0013 I build a simple maintenance screen on the Classic UI, now I’m trying to convert it to the Modern UI and add the files to the customization project in preparation for when I need to do this with our production customizations. I created the MUI files and successfully built them in the FrontendSources/screen folder using the npm run build-dev --- --env screenIds=SWUI0001 command. Then I was able to switch the screen to the MUI and it worked as expected. I then added the files to the customization project, but it won’t publish, and the error doesn’t point to any specific files.   

I have made sure the prerequisites for the capable to promise functionality have been set up, it seems to work with some items but when trying to process a configurable item (after configuring it), I am getting the error below. Does the CTP function work with configurable items? - if not, is there a work around of some sort?   

Screen SO301000 added new checkbox to sales order line using the customization project editor. New field shows in column configuration for line in details tab. When the field is moved from available columns to selected columns and I click OK, the field shows on the line for a second and then disappears. I examined the generated HTML and I see the field there but the colgroup element for my column has a width of 0px?I have reviewed all the layout properties and they look correct to me, must be something simple I am missing but I am a newbie. Thank you in advance for your assistance.ASPX code for field:<px:PXGridColumn AllowNull="False" DataField="UsrIsShowOnPrint" Type="CheckBox" CommitChanges="True" TextAlign="Center" ></px:PXGridColumn> 

 I have been trying to change the name of the service order label, but without success. Searching through the Acumatica files, I found a TX.cs file that contains the names of the titles and fields. I tried to modify it using HTML, but I don't know how to publish this screen in Acumatica.Thank you in advance.   

I need to show the attribute description in the grid on the Line Details popup of the Purchase Receipts screen (screenshot attached). I tried adding the description field via customization, but it’s not available there. From what I can see, the description comes from INLotSerClassAttribute. Do I need to override the grid’s view to include it? If so, what’s the best approach?  Here the Description is not available. Lot Serial Class Screen Purchase Receipts Screen 

I use Acumatica’s default inspection tools to find the business logic code. However, sometimes I run into issues. For example, in the case shown below, the grid’s view appears as lotSerialAttributes in the Element Properties dialog. When I click Actions → View Business Logic and try to locate where lotSerialAttributes is defined, I’m unable to find it. I also opened the POReceiptEntry file in Visual Studio and searched there but still couldn’t locate the definition.  Please let me know whether I’m missing something, or if there are any other approaches I should be using.

In a Customer Profile the Primary Contact section has an Email data field with a button to create an email to the Primary Contact. When selecting that button, the email address is the To line of the email does not auto populate with the email from the Email data field in the Primary Contact section:The Customer Profile also has an Additional Contact Info section with an Email Data Field and a Create Email button. When selecting this button, the email address from the Additional Contact Email Data Field in auto-populated in the To: line of the email:The odd thing is if there is an Email address entered into the Additional Contact Info Email Data Field and the user selects the Create Email button from the Primary Contact Info Email Data Field the email from the Additional Contact Info Email Data Field auto populates in the To: line of the email. Even when there is no email entered into the Primary Contact Email Data Field the email from the Additional Contact Info still auto populates in

Hi all! Hope your day is going well!It's finally the slow season at my company and I wanna jump into the long list of customization projects that have been put on hold. There's only one issue: I can't get our information into any of the DB's I create through the Acumatica ERP Configuration Wizard due to the Snapshot being 6GB and the limit of 1.5 for restoring snapshots in the created DB. I found this post from four years ago: https://community.acumatica.com/configuration-and-installation-114/import-snapshot-into-test-environment-6303?postid=128322#post128322But I don't understand how I would Backup the DB and the Restore it this way due to not being familiar with those processes listed.  Could someone help with a more dumbed down version of how to get my Company's data into a sandbox instance? I don't care what method so long as i

I added a smartpanel to the Sales Order screen.  It functions exactly the way I want it to.  The problem is that it only opens 1 time.  If I refresh the page, it works again, but only once.This is my aspx code:<px:PXSmartPanel runat="server" ID="icsPrintSOInvoices" Caption="Print SO Invoices" CaptionVisible="True" Height="220px" AutoRepaint="True" LoadOnDemand="True" Width="400px" ShowAfterLoad="True" Key="SOInvoicesVw" AutoCallBack-Target="icsSOInvoiceList" AutoCallBack-Command="Refresh"> <px:PXGrid runat="server" ID="icsSOInvoiceList" SkinID="Details" Width="100%" DataSourceID="ds" KeepPosition="False" AllowPaging="True" Height="100px"> <Levels> <px:PXGridLevel DataMember="SOInvoicesVw"> <Columns> <px:PXGridColumn DataField="Selected" Width="60" Type="CheckBox" TextAlign="Center" CommitChanges="True" /> <px:PXGridColumn DataField="RefNbr" Width="140" /> <px:PXGridColumn DataField="Do

I’ve got a Dashboard which contains the result of Generic Inquiries filtered by Customer, but I want to be able to select the customer by searching by postcode. So I need the Address.PostalCode column to be available on the Customer Selector that is displayed on my dashboard form.My Customer Parameter is defined from Customer.AcctCD. I’ve tried defining a CacheExtension with a (non-persisted) custom field, but that wasn’t recognised. And I can’t work out what Graph is being used by the Dashboard. Was going to post this as a question, but can answer it myself as I’ve found a solution:Create a database table with a column of the desired data type (AcctCD nvarchar(30)) Create a DAC for that table (it’s a real table, so decorate with PXCacheName) Define the selector on the AcctCD field Amend the Dashboard parameter to use that table/field as the Schema Object / Field.(This also works for Generic Inquiries, the table needs to be included as a Data Source but doesn’t need a join. The paramet

The title of this topic should be Printing an invoice on the Mobile App is not doing anything.I wish I could change the title!When I try to print an invoice on the Mobile App, nothing happens.I read this previous topic and I think I am doing everything correctly.I added AR301000 Invoices and Memos to the Mobile App.I updated AR301000 to expose the printInvoice command on the mobile appupdate screen AR301000 {  update container "InvoiceSummary"  {    add recordAction "PrintInvoice" {          redirect = True    }  }}This is the command from WSDLI exposed the action to the mobile app in the project editor.In the Mobile App, the Print option appears in the ellipse menu.When I select Print, no report is shown.  Nothing seems to happen.I verified that the invoice I am working with is available to be printed as I can print it from the UI.Does it look like I’ve missed something? 

 we just upgraded to 24R1 and we are seeing an issue with push notifications as shown on the system queue monitor page“The queue cannot be processed. Check the access rights to the queue and restart dispatcher.”here is a screenshot: https://capture.dropbox.com/Fsyi91vzrIxyLt8Zany idea where we set the access rights for this or how to resolve this issue? 

I have attempted several times to follow this article, but I find it very difficult, and I always get hung up and end up ditching it. Has anyone successfully done this that would be willing to provide some helpful tips, and/or allow me to pay for samples?

I am creating a copy of a Contact record in a processing screen.  I instantiate a ContactMaint graph to do this.After I create the graph             var contactGraph = PXGraph.CreateInstance<ContactMaint>(); contactGraph.Contact.Current = new Contact(); Set the values in the fields. For example, contactGraph.Contact.Current.BAccountID = bAccountTo.BAccountID; If I put in an email address that is already in a contact for the respective BAccountID and contactGraph.Actions.PressSave();, an error with this value "At least one duplicate has been found. Do you want to save the record?";If the email address in my new contact is not already in the DB for the current BAccountID, it saves just fine.  But if it is a duplicate (which I want to be able to do), there is an exception thrown that would ordinarily be easy to say yes to if you were doing this in the UI.However, since this graph is created in the Processing screen, I cannot programmatically say “yes” to create a duplicate.  Once th

Hi I have some code in supplier screen which is approving new suppliers and updates bank details, the code works but clicking update banking details twice only triggers the proper execution, I believe this is related to a caching issue?Please let me know possible fixes for this issue.Thank you!

Hi, I’m new to acumatica. I want to know if I can add a ‘Hold’ action to this in Bills and Adjustments? If yes, how can I do that? Thank you

Would like to add the ability to search for a Customer by address when selecting the search icon in the Customer ID Field. When selecting the search icon a new window pops up to search for a customer. The customer address is not available in this window. How do I add it as a searchable column? 

The custom table includes the NoteID column.  It is available for users to populate manually on the custom form, however I don’t see the “Note Text” field as an option on the import scenario list of fields.Thanks in advance!