Develop Customizations

We would like to add an additional Toolbar option “Printing and Emailing” to Screen ID PO302000.Created a new Customization and can see “Printing and Emailing” in the Form-Specific tree.How can I add another action here to point to and print a different report? 

I have a requirement to add an “Item Condition” field to the INItemLotSerial record. We need this because we offer Rent-To-Own contracts on our portable buildings. When the customer returns a building rather than completing the contract to ownership, we create a return order to ship it back and receive it back into our inventory as a “Used” building. Since all buildings are manufactured by us, all new records should have the “New” condition. I’ve added the below field to a DAC extension of INItemLotSerial, using the PXDefault attribute to set the value to “New” for new lot serial records. The SWItemCondition.List attribute is a custom string list attribute to provide options for “New” and “Used” conditions. Now; this value is only changed to used when a return shipment is completed for this item. I update it using the following code.  This “SetItemCondition()” method is called in an override of the “SOShipmentEntry.updateIN()” method, for return shipments only. This all works, and if I

Is there any documentation on how to setup the dev environment for the Modern UI?The only thing I can find is the PDF of the slides from Andrew Bulanov’s DevCon 2023 presentation.- Install Node.js of the version 16.14 or higher- Open a command prompt window, change the directory to FrontendSources folder of the site- Execute npm run getmodules- Execute npm run build-devI installed the latest version of Node.js from the Node.js web site.I executed the getmodules command.I also ran this command to make sure typescript was installed: npm install -g typescriptWhen I run the last command I get a lot of errors.  Maybe these can be ignored?Using Node and Typescript is new to me and I was hoping there was a cheat sheet from Acumatica on how to get started. 

I have next problem. I am trying to add section to the right to blue section but it’s displayed on the bottom of the screen How I can make it correct? <template>  <qp-fieldset id="fsColumnD-Request" view.bind="Document">      <field name="UsrPOCreated"></field>      <field name="UsrConcatReference"></field>      <field name="UsrMotivationReason"></field>  </qp-fieldset><field after="#fsColumnB-Request [name='Description']" name="UsrRejectReason"></field><field after="#grid-Details [name='InventoryID']" name="UsrWarehouse"></field><field after="#grid-Details [name='UsrWarehouse']" name="UsrTaxCategory"></field></template>

HiI am trying to make a field required when a customer tax zone is specific on the SO order type. The problem i am having is making this field required when trying to create a shipment. So the field will not be required on SO creation, but rather when trying to invoice.

I am trying to add a ListFolder to the Main menu of the Mobile app.  All I am doing is trying to follow the directions in the attached 2019-R1-Mobile-Framework-Dev-Guide as published by Acumatica.  It does not work.  What is very odd, is that I can add all of the HubFolder’s I want.  That works perfectly.  But I can NOT add a ListFolder.Does anyone know why that would happen?There are no errors.  It just does not work.Here are the published example directions from Acumatica.Example: Adding a Screen to a FolderAdding a screen to a folder consists of two actions:• Adding a new screen to the mobile site map, as described in To Add a Screen to the Mobile SiteMap• Adding the new screen shortcut to the main menu.In this example, you will add a shortcut of the Controller screen to the Dashboards folder of the mainmenu. Copy the code below to the Commands area of the Update: MENU page in the CustomizationProject Editor.update sitemap {add folder "Folder_0" {displayName = "Dashboards"icon = "sy

I have a custom app that is version sensitive.  For example, there are new fields and tables in 24R2 that don’t exist in 24R1.I can find the build in the Versions table:I need to be able to determine if the version is 24R1 or 24R2.  I can’t find anything that will help me do this.Maybe there is some algorithm that is used on the Version field?  

I added a new field to the item warehouse detail screen. We wanted to be able to choose the default bom and revision. i was trying to add a field updated event where it would automatically fill out the revision when the bom was selected. I tried to delete the default bom so that i could add it back in to see if my code was working , and i get the below error.  i have also include the dac for the new field and the graph extension. Any idea why i started getting this error? The code builds successfully in visual studio and loads in fine. public class INItemSiteFieldExt : PXCacheExtension<PX.Objects.IN.INItemSite> { #region UsrBOMRevision public abstract class usrbOMRevision : PX.Data.BQL.BqlString.Field<usrbOMRevision> { } protected string _UsrBOMRevision; [RevisionIDField(DisplayName = "Bom Revision")] [PXRestrictor(typeof(Where<AMBomItem.status, Equal<AMBomStatus.active>>), Messages.InactiveKitRevision, typeof(AMBomItem.b

I want to introduce a new button inside that Activities panel (next to the Add Task action), and I’d like to do this in a centralized or reusable way rather than customizing each screen individually. Is there a recommended approach for this?these are the parts i wanna customize 

Hello everyone,I would like to enter multiple serial numbers at once in the screen Receive and Put Away (PO302020), for example, separated by a semicolon.For instance, if I order 100 pieces of "002092 Testarticle", I don’t want to manually enter each serial number one by one. Instead, I would like to scan or input a barcode that contains all the serial numbers and have them automatically assigned.In my specific example (as shown in the attached images), I ordered 4 pieces, but I still have to input each serial number individually or assign them one by one. I would like to have a way to process all serial numbers at once instead of doing it manually for each item. Hope you can help me. The Receive mode is in use.The scanned quantity exceeds the quantity in the EL00000224 PO receipt for the 002092 item.Confirm receiving 002092 x 1 STÜCK. The following quantity of the item will be added to a receipt line that is not linked to a purchase order: 1 STÜCK. To confirm, click OK.  When I click

I wanted to start T190 Quick Start in Customization course but I’m not able to deploy the instance for it. Here are the steps I did:In Acumatica ERP Configuration Wizard I selected “Deploy a New Acumatica ERP Instance for T-Series Developer Courses” I followed all the steps in the wizard up to the Finish (configuration file is attached) After clicking Finish the Wizard silently crashed Log file is attached as wellI’m able to deploy an empty instance (Deploy a New Acumatica ERP Instance) and also T200, T210 and T210 training instances. Only T190 doesn’t work. What’s wrong?Thanks, Marek

A client is become frustrated that the sequence of items in the site menu reverts to Alphabetical order when I republish customisations. Is there something in a customisation project that I’ve overlooked which is affecting the sequence?What defines the sequence? Would knowing that help me find the solution?(One project adds a workspace item, could that be the trigger?)Also, the ‘CRM’ item reverts to that standard name rather than the customised title ‘Marketing’.Thanks for any assistance!!

Pick Pack and Ship Customization:We have the below requirement from a client.Find a way for Acumatica to not require us to scan the Inventory Item every time before we scan the serial number, here is the current scanning process for 1 Item that has 2x Boxes: We need to get rid of step 5 in the example below. 😊 Shipment # = 008Location = FINGOODItem = 4051DSerial 1 = HC12345Serial 2 = HC9876 Step 1: Scan the Shipment Number: 008Step 2: Scan the Location: FINGOODStep 3: Scan the Item Code: 4051DStep 4: Scan Serial 1: HC12345Step 5: Scan the Item Code: 4051DStep 6: Scan Serial 2: HC9876

On the Sales Order screen, when we set a manual price for a Rental line Add-On charge, the generated invoice correctly picks up the manual price, but the quantities for all Add-On charges are always set to 1, instead of using the original quantities from the Sales Order.Why is the quantity not passed correctly from the Sales Order to the Invoice for these Add-On lines, and where should I handle this to ensure the correct quantities are used?

Hi,Any idea why we are unable to add an unbound field when setting conditions for a GI. It used to be working in 2022 R1 , but not anymore after upgrading to 2023r1.Error : “The CurrentBAccount field cannot be used because the table with the CurrentPlaceholders alias is not joined with other tables on the Relations tab.” , did try adding the unbound field in relations tab but still getting the error. 

So i wanna use filter parameters on my processing screen to be used in the processing function without breaking functionality, this is how I’m currently binding the processing function but it can’t take parameters like this: protected virtual void _(Events.RowSelected<XCRecurringTaskFilter> e){ if (e.Row == null) return; RecTasks.SetProcessEnabled(true); RecTasks.SetProcessAllEnabled(true);// this is the line RecTasks.SetProcessWorkflowAction<XCRecurringTaskMaint>(g => g.GenerateTasks);} 

Hi,I want that my action button should not reorder when I try to zoom in or zoom out on the browser.Right now my action button is getting reorder in zoom out and zoom in, Creating 3 rows.Can see the below image for more clarification. Before Zoom in After zoom in Please guide me  how my action button should not get rearrange.

 Dictionary<String, String> parameters = new Dictionary<String, String>(); parameters["OrderType"] = Base.Document.Current.OrderType; parameters["RefNbr"] = Base.Document.Current.OrderNbr; //Report Processing PXReportSettings settings = new PXReportSettings(rowExt.UsrDefReport); PX.Reports.Controls.Report _report = ReportLoader.CheckIfNull(nameof(ReportLoader)).LoadReport(rowExt.UsrDefReport, null); ReportLoader.InitReportParameters(_report, parameters, settings, false); PX.Reports.Data.ReportNode reportNode = ReportDataBinder.CheckIfNull(nameof(ReportDataBinder)).ProcessReportDataBinding(_report); //Generation PDF byte[] data = PX.Reports.Mail.Message.GenerateReport(reportNode, RenderType.FilterPdf).First(); if (!salesPersonExt.UsrBotID.IsNullOrEmpty()) {     Helper.SendByTelegramWithFile(salesPersonExt.UsrBotID, data, Base.Document.Current.OrderNbr, "Sales Order: " + Base.Document.Current.OrderNbr); }but print report in ui show correctly display

 Hello Community, I have a Custom Processing Screen, the sole purpose of which is to assign a BOL Number (a Non-Key Field) to any Sales Order Shipments without a BOL Number:    The Custom Field, as it is established in my Processing Screen’s Filter  I’m trying to do so by utilizing a Numbering Sequence that I have tied to the Sales Order Preference screen:      The Problem: when I use my custom Assign BOL Number processing screen, it doesn’t assign the Last Number -- it assigns the Numbering Sequence Symbol (<NEW>). I have tried so many alternate ways based on other Community posts -- even my own attempts (I.E. [AutoNumber(typeof(SOSetupExt.usrcbolno), typeof(NumberingSequence.lastNbr))] ) but it keeps pulling the Numbering Sequence’s Symbol -- not the Last Number. How can I utilize my Numbering Sequence for my Custom Processing Screen? Any and all help is much appreciated!  

I’ve extended the InventoryItem DAC to include a custom field called UsrAlternateIDs. I would like to include the custom field in a selector that is fast filterable. I have added the field to be selector visible and on a normal screen I can change the FastFilterField property to include the custom field and it works there. For example, it shows up in both the selector grid and just from the field itself:But lets say I want to include this field on a report instead. The report uses the InventoryTranDetEnqFilter DAC for the Inventory ID selector. I can add a custom unbound field that populates the Inventory Item custom field to an extension of InventoryTranDetEnqFilter and it shows up in the Inventory ID selector. However, I cannot get it to search for values in this field. Any ideas if this is possible?As an example, this shows the custom field in the selector but I would like to search for this value in either of these places and have it show up as a record to be chosen. But when I sea

Hello all,The below is a follow up question re the below post.With ​@andriitkachenko help I have almost completed a derived class on “EPApprovalAutomation”. Now I am going to call it in “APInvoiceEntry” graph extension. It works as expected if in the Approval Maps screen (EP205015) the “Reason for Approval” and/or “Reason for Rejection” is set to “Is Not Prompted”. As soon as I set their value to either “Is Required” or “Is Optional” that requires the engine to display the “Enter Reason” dialog, I get this error that “Error: A dialog cannot be requested”.I tested the “Reassign” that also displays dialog too but this works fine (Acumatica base code added the Approve/Reject actions through the workflow extensions but Reassign action is added in the EPApprovalAutomation class though)I thought maybe the derived class initialization override causes issue and spent quite bit of time on it but couldn’t find anything wrong with the Derived class. So I commented the full class as it doesn’t exi

Hello Guys,i have created two customerfieldsUsrStandorte1 , Fieldname: Leistungsstandort UsrStandorte2 , Fieldname: LeistungsstandortUsrStandorte1 is in Screen ID : IN202000 UsrStandorte2 is in Screen ID : SO301000 I want the field UsrStandort2 to automatically take its value from UsrStandort1. This should be done via customizations, but I haven’t been able to get it to work. Does anyone have a tip on how to approach this? Hope you can lend me a hand

In Customized Screens , I started Customize existing screen AR303000 .I selected EDIT ASPX button And added the below code to Tabs after Compliance Tab .<px:PXTabItem Text="MyNewTab">  <Template>    <px:PXButton runat="server" ID="btnGetResult" Text="GetResult"><AutoCallBack Command="GetResult" Target="ds" ></AutoCallBack></px:PXButton>    <px:PXGrid ID="grid" runat="server" >      <Levels>        <px:PXGridLevel DataMember="CurrentCustomer">          <Columns>            <px:PXGridColumn Width="200px" DataField="UsrNoOfHits" ></px:PXGridColumn>            <px:PXGridColumn Width="250px" DataField="UsrBookMarkRating" ></px:PXGridColumn>            <px:PXGridColumn Width="350px" DataField="UsrNotes" ></px:PXGridColumn>            <px:PXGridColumn Width="350px" DataField="UsrSanctionsCheckMessage" ></px:PXGridColumn>          </Columns>          <Mode AllowAddNew="False" Al

      There is a known issue in Acumatica that has persisted for a long time, and the official team has not fixed it yet. We hope the official team can fix it as soon as possible.       If the official team does not fix it, I will find a way around. However, I found that the program sometimes automatically reverts the link of PO3020PL back to the original (which gets timeout)      Therefore, for the convenience of users, I want to modify the navigation link in the upper-left corner of the Purchase Order entry screen (PO302000)  so that clicking it will not return to PO3020PL but to my custom screen GI009999, for example. Can anyone give me some advice?

How to upload some SO to delivery from new screen ?