Develop Customizations

We are evaluating the possibility to switch from Windows OS to Linux,With the documentation it is clear that Acumatica is highly based on MS environment,We provide customizations on Acumatica Application and want to setup the VM with Linux OS.So, Is there any possibility to develop Acumatica application(Customization) on Linux serverNote - the solution Basically need to be cost oriented. 

HelloI need to generate barcode with tab character in itSay i have Filed1 and Field2 then i need to create the barcode of Code 39 which combine the two fields and tab character between them[Filed1] Tab [Field2]I need the formula to combine the three values in one stringThanksMagdy

I am trying to create Customer Payment Method  - Error Payment Profile Id missing      var custPayMethodGraph = PXGraph.CreateInstance<CustomerPaymentMethodMaint>();    PX.Objects.AR.CustomerPaymentMethod newMethod = new PX.Objects.AR.CustomerPaymentMethod    {        BAccountID = CustomerID,        PaymentMethodID = "EBIZSB",        Descr = "Imported EbizCharge Card",        CashAccountID = 4,         IsActive = true,        CCProcessingCenterID = "EBIZSB",        CustomerCCPID = “123456”,     };    newMethod = custPayMethodGraph.CustomerPaymentMethod.Insert(newMethod);    PX.Objects.AR.CustomerPaymentMethodDetail detail = new PX.Objects.AR.CustomerPaymentMethodDetail    {        PaymentMethodID = "EBIZSB",        DetailID = "CCPID",         Value = “1234”            };    custPayMethodGraph.Details.Insert(detail);    custPayMethodGraph.Actions.PressSave();

Hello,         I like Acumatica’s user defined fields feature, I can add fields without writing code.But these fileds are disabled when the shipment is completed, while I’d like to keep it being enabled.    Is there a way to do it?         I’ve found a similar question above, but as I checked, I can not find the “UDF” in automation steps. So I can not enable it.      Is there any other way to do it?

Requirement is something like we need to read files from given SFTP credential and path. (Need to read files 4 times per day)After reading file we need to create stock item in Acumatica.I try to search this type of requirement but cannot get success.I found some help from various blog / question. According to that we need scheduler process and custom data provider.But I don’t know flow. Can anyone explain me steps? 

Is there a function in Acumatica similar to C# where I can return the total number of days in a month for a GI Column?For example, I want to return the number of days for May of 2018.  Using C# I can use the statement below to do that.  Is there a function in Acumatica that I can do the same in a GI? This function returns the value of 31.int days = DateTime.DaysInMonth(2018,05); Would also be great if I could also determine the weeks in a month returned as an INT.  But I really need the days.

Hello everyone,I want to customize the ship date by adding a new field from the SOShipment and transfer its content to the Invoice.Does anyone know how I can link the SOShipment and Invoice screens to include this field from the Shipment note in the invoice?I tried to connect the screens using this formula.  Best regards,Pantea 

I'm trying to implement a custom feature switch in the Enable/Disable Features screen (CS101000). In my extension library, I added the following code to a new file named FeaturesSetExt.cs:namespace PX.Objects.CS{    public class FeaturesSetExt : PXCacheExtension<PX.Objects.CS.FeaturesSet>    {        #region UsrCustomSwitch        [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)]        [Feature(false, DisplayName = "Custom Feature")]        public bool? UsrCustomSwitch { get; set; }        public abstract class usrCustomSwitch : PX.Data.BQL.BqlBool.Field<usrCustomSwitch> { }        #endregion    }}I also added a new Features.xml file with the following content:<?xml version="1.0" encoding="utf-8"?><Features Type="MyExtLibrary.FeaturesSetExt" Key="0">    <Feature Name="UsrCustomSwitch">        <Access ScreenID="SA101000"/>        <Access ScreenID="SA201000"/>        <Access ScreenID="SA401000"/>        <Access ScreenID="S

Hi Acumatica Community,I’m working on a customization for the Shipments screen (SO302000) and could use some help or insights.I’ve added a custom field under the Shipping tab that stores special notes (UsrNotes). The goal is:If this field contains a value, I want a popup message to appear when the shipment record is accessed.I’m using PopupNoteManager.Message inside the RowSelected event. It works mostly as expected. However, I noticed that when I navigate to a new blank record (e.g., using the navigation arrows or Add New), the popup still appears—even though it shouldn’t.Here’s a simplified version of my code: private bool _prompted = false; protected void SOShipment_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler) { if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOShipment)e.Row; if (row == null || _prompted || Base.IsContractBasedAPI || Base.IsImport) return

I created a new screen and I want to add a custom action to it for printing via device hub. I have done a couple of actions for device hub on existing screens as graph extensions, but i am having issues with doing it in a custom screen. Below is the code. I pretty much copied the existing ones that i had and changed the information where needed. i dont show any errors, but when i build this, the action doesnt appear on the screen. Did i miss something? I found several examples of device hub on existing screens but i cant find much on adding it into a new screen. Below is the code that i have. Thank you in advance. 

Dear Team,Currently in Labor screen, if the “Qty in scrap” field is checked, then it doesn’t allow us to edit the Line details which were generated automatically. I have managed to make the fields as editable in Line details. But the problem is, i have 2 customized fields which i want to fill in the Data. After i key-in the data and save the value disappears. Please help me on this.  Regards,Ramya 

Our company is going to start implementing the CRM module on the mobile app, so I am in charge of publishing and customizising the defferent screens they feel they will be using the most often, which are Leads, Contacts, Opportunities, and Busines Accounts. However, I run into issues with all these screens.They all had screens initially in the CRM folder on Mobile, but trying to access the GI’s in the mobile app all give the same error, ‘SiteMap description doesn’t contain primary container’.CRM folder: Error when clicking on any of them: I have also tried creating separate, simple GI’s that would work as a substitute for these screens, like OpportunitiesMobile, but the same error occurs:I am at a loss on how to procees, and in the MSDL, adding ‘primary = true’ just gives a list of errors, and the only other item I’ve been able to find through the community was to delete and re-create teh SiteMaps, which I have done to no success. Any help will be appreciated.

Hi everyone,I'm working on a formula in Acumatica to calculate adjusted transaction amounts based on the ARTran.CuryTranAmt and OTP-specific tax logic. Here's the formula I'm using:=Sum( (IIF([ARTran.DrCr]='C',1,-1)) * ( [ARTran.CuryTranAmt] + IIF( NOT IsNull([CWTaxesSum.Refnbr]) AND [CWTaxesSum.TaxableAmount] <> 0 AND [ARTran.TaxCategoryID] = 'OTP', [ARTran.CuryTranAmt]/[CWTaxesSum.TaxableAmount]*[CWTaxesSum.TaxAmt], 0 ) ) ) Total The issue: The total calculated using this formula is higher than expected when compared to manually summed values. Even when I remove the OTP logic, the total still seems inflated. Could this be due to duplicate records from joins or grouping issues?Has anyone faced a similar issue or can suggest how to troubleshoot or optimize this formula to avoid duplication or over-calculation?I need to handle NAn 

I am trying to change the default lookup value for a field. I am wanting to make the “Operation ID” default to the last value instead of the first. screenshot below. I thought it might be as simple as changing the order of the Dac from asc to desc (screenshot below) but that didnt seem to do anything.. i tried doing that in the customized data classes screen and with a graph extension but neither seemed to work. Can someone point me in the direction of where to change this at? I also tried looking at the business logic and only found where it specified to retrieve the data but not the default value. I am still learning the acumatica framework, so any help would be greatly appreciated. 

Our client wants to enforce a safeguard within the Acumatica Sales Order workflow to reduce manual errors and ensure that a credit card is pre-authorized (via Authorize.Net) before completing key actions like shipment creation or closing the order.Specifically, they would like a popup to automatically appear prompting the user to enter and authorize credit card details during the Sales Order process, without capturing the payment. The actual capture will be performed manually later when the fulfillment is confirmed.Is there a recommended way to implement this behavior in Acumatica? Ideally, we want to avoid relying on users to remember to manually click “Authorize” through the Create Prepayment panel and fill in the amount each time. Has anyone customized this flow to enforce pre-authorization as part of the Sales Order lifecycle?Any guidance, examples, or recommended hooks/events would be appreciated.

I am trying to group and count rows but am unable to. PXResultset<GSDocSyncState> goodSel = PXSelectGroupBy<GSDocSyncState, Where<GSDocSyncState.sFDocumentType, Equal<@P.AsString>>, Aggregate<GroupBy<GSDocSyncState.sFDocumentType, Count<GSDocSyncState.sFDocumentID>>>>.Select(graph, type); us.updates = goodSel.RowCount ?? 0;What am I doing wrong?Thanks 

Hello All,In Events Handlers, I am wondering how we can locate fields that business logic has raised and/or set error/warning for them. Basically what are the fields that have Red crossed circled or yellow exclamation?

I’m starting in on code customizations with this simple project, but I don’t know how to do the last step. In brief, I have added a PXDBScalar field to an SOShipment extension which pulls in the External Status field from SOShipmentCarrierData. The code displays correctly (C, S, or N), but I would like it to show the more user-friendly descriptions of ‘Completed’, ‘Workbench Processing’, or ‘Not Submitted’ respectively. Is there a way to have that display instead of the underlying code? Context:The goal is to have the PaceJet processing Status visible on the Process Shipments screen (SO503000) so that we can distinguish between shipments which have finished processing in the external carrier and those which have not; We don’t want to prepare invoices on shipments which have been confirmed but not fully packed through PaceJet.To accomplish this, I extended SOShipment with a Scalar value using the following code (adjusting the code from another post)public class SOShipmentExt : PXCacheEx

In the course of attempting to add an unbound field to the grid of the ‘Critical Materials’ screen (CriticalMaterialsInq), what should have been a simple task turned into much more. Here’s my assessment of why, but I would love to hear some feedback from people who have a more thorough understanding of how the Acumatica cache works.The grid is based on the ProdMatlRecs data view, made up of SelectedProdMatl records. The SelectedProdMatl records are created from AMProdMatl records and inserted into the cache in a data view delegate (prodMatlRecs()). Here’s where things get interesting.If the cache contains records marked as inserted, these records are ‘yielded’ and that’s itbool itVar1 = false;IEnumerator enumerator = this.ProdMatlRecs.Cache.Inserted.GetEnumerator();while (enumerator.MoveNext()){    SelectedProdMatl itVar2 = (SelectedProdMatl)enumerator.Current;    itVar1 = true;    yield return itVar2;}If there aren’t any ‘inserted’ records, the results are selected and constructed fro

Hi community, Has anyone tried adding the Excel export/import functionality on the Attributes tab? I am trying to enable this on the Projects form but the Attribute column is not visible and so,  the import does not update the recordsThis is what I have done On the Customization project, set AllowUpload true and InitNewRow TrueTo allow importing and expose the AttributeID I added the following code public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry> { #region Event Handlers [PXImport(typeof(PMProject))] [PXViewName(Messages.ProjectAnswers)] public CRAttributeList<PMProject> Answers; public void PMProject_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { PXUIFieldAttribute.SetVisible<CSAnswers.attributeID>(Base.Answers.Cache, null, true); } #endregion }but still the Attribute is not shown on the import settings  Attached is the customization if anyone wants to take a peek(I am testing on 24R1)

Hello, Two questions regarding mobile app:Is there a way to implement header-detail view in mobile app? I am trying to modify Item Lookup mobile screen to have a scan field in the header and Inventory Summary in details. The closest available is FilterListScreen type for the Screen tag, but that creates a filter which you need to click into and then update. Is there a way to make it appear on top? For the virtual keyboard when you tap on the field, can that be replaced with 10-digit numpad?

We have Change language English to Dutsch. The page is convert into german language. But there wiki files contents not convert. This is the changed formBut there wiki is not change  

I have working on Creating Form Tab Layout based on two Table RepairItem and RepairPrice.I am able to add the Repair Item corressponding to the Service and Device based on the screen.But whenever I select the same Service and Device the already exisitng Repair Item records are not getting updated.Although, records are available.   

I have just upgraded my Acumatica to the 2024 R2 version (24.204.0004) and I am having trouble viewing one of my customization projects. When I click on the project on the ‘Customization Projects’ page the popup window appears and spins for about 30-45minutes until some of the project details appear but then it continues to spin for 30+minutes (I still haven’t been able to fully load this project in the popup window).This customization project is pretty large but in the past it has only taken 3-5minutes to fully load. Is there a reason why this is taking longer with the 2024 R2 version or are there any methods to diagnose this issue? Any help/suggestions are highly appreciated!

Hi Acumatica Support,I’ve set up a local Acumatica website instance and ensured a lockout before creating and exporting a snapshot from the client portal. I placed the snapshot data in the database folder and successfully deployed the instance.However, when attempting to publish all the customization projects, the process fails during the plugin execution phase with the following error:Microsoft.Data.SqlClient.SqlException (0x80131904): Invalid object name 'TCVersionNumber'From the logs, it appears that the SQL script related to TCVersionNumber is being skipped as if it were already applied. However, I’ve confirmed directly in SQL Server that the TCVersionNumber table (or view) does not exist in the database.To help troubleshoot, I’ve attached the full publishing logs that capture the error and the skipped SQL object.Could you please advise:How the specific table doesn’t exist, when I have performed a safe, full snapshot?Why the SQL object might be skipped even though it doesn't exist?