Develop Customizations

Hello Community, Is there any function/method that can list all of the extensions for any given DAC or Graph?

Error when accessing Users screen  ScreenId=SM201010 and ScreenId=EP2030PL 

I’m trying to create a custom field with a pxselector where I can type in partial text in the field and it shows the closest values when you do. This does partial text and right in the text box itself.  Most fields do it that are pxselector.  My understanding is that it was a property under aspx that did this.  Under Grid Properties there is a FastFilterFields   Shown belowIts not working for me.  I tried FilterByAllFields too, some fields use that.  What am I missing? This is the behavior I am lookign for:   

I have added a custom Action in Sales order screen how to convert the custom action in the Modern UI . if any has sample can share

Hi,Is there any way I catch “ Control Total is required for shipment confirmation. ” exception with my code on shipment screen?

I want to build a side panel for Screen FS300100.In the side panel I want to display an iframe that contains a URL as a source that is stored in the displayed data row.For example, like d.velop does in AP301000 with the side panel “DMS”.I don’t know how d.velop handles parameter passing to the DataView and in the DataView to the iframe.

I’m trying to modify the screen header label on a screen, specifically the project ID field on the Projects screen, to show the separator dash”-” in between segments to match how the project ID field looks on the screen in the “Project ID” field. Currently, if the Project ID has segmented keys to separate the values (00001293rt-00010), the header value will only display as 00001293rt00010 since that’s the way the field is stored in the database. I am hoping to have the screen header label match what you see in the project ID field below it.I’ve searched multiple topics on this and it seems like the best way to handle would be with javascript, but none of the examples I’ve seen have worked this situation, since it needs to formatted from data on the current record. Some of the screens have access to this “usrCaption” element that can be modified in C# code, but since this screen uses a master page, it’s not easily accessible.I was curious if anyone has done anything similar to this befo

I want to customize approve action in sales Orders and go to override method in ui. I cannot see approve action. How to do it 

Hello All , Is there any way to highlight only certain words inside a grid cell as shown in the screenshot .I have tried putting direct html <strong style=\"background:yellow\">DANIEL</strong> like this.But it did not work . And all other ways it changes the whole cell background colour or font colour . Not for specific word .Any help would be appreciated .Thank you 

Hi community,I'm customizing a report in Acumatica Report Designer. I have grouped the data by SOOrder.CustomerID because each customer can have multiple orders. Inside the group, I'm calculating the total order value per customer using =Sum(SOOrder.OrderTotal) and then multiplying it by a tax rate to get a field called "Order Value."Now, I want to sort the report lines (i.e., each grouped customer section) in descending order based on the total order value per customer.I tried adding SOOrder.OrderTotal to the sorting section, but it only sorts the individual orders, not the grouped result. Is there a way to sort the groups (customers) by their summed order total?Any thoughts or suggestions would be appreciated.Thank you!

I have created an extension for  ARRegister DAC as bellow.  public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister> { #region Activation public static bool IsActive() { return true; } #endregion #region UsrLinksoftARInvoiceNumber [PXDBString(50)] [PXUIField(DisplayName = "Linksoft AR Invoice Number")] public virtual string UsrLinksoftARInvoiceNumber { get; set; } public abstract class usrLinksoftARInvoiceNumber : PX.Data.BQL.BqlString.Field<usrLinksoftARInvoiceNumber> { } #endregion }In the ARPaymentEntry extension I have add an event as below  protected void _(Events.FieldUpdated<ARAdjust, ARAdjustExt.usrLinksoftARInvoiceNumber> e) { ARAdjust row = e.Row; var ext = e.Cache.GetExtension<ARAdjustExt>(row); if (ext?.UsrLinksoftARInvoiceNumber == null) return; //ARRegister arRegister

Hi community,I'm customizing the ARPaymentEntry screen in Acumatica and encountering an issue where a custom field update event doesn't fetch the matching RefNbr from ARRegister even though the data exists in the database.I’ve added two custom fields using DAC extensions:public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister> {         #region UsrLinksoftARInvoiceNumber     [PXDBString(50)]     [PXUIField(DisplayName = "Linksoft AR Invoice Number")]     public virtual string UsrLinksoftARInvoiceNumber { get; set; }     public abstract class usrLinksoftARInvoiceNumber :         PX.Data.BQL.BqlString.Field<usrLinksoftARInvoiceNumber> { }     #endregion }This field stores an external invoice number (e.g., from a third-party system like Linksoft). It’s saved directly in the ARRegister(ARInvoice) table and visible on invoices.public class ARAdjustExt : PXCacheExtension<PX.Objects.AR.ARAdjust>{    #region Activation    public static bool IsActive()    {     

Hi, I’ve created a smart panel containing a grid and an OK and Cancel button. You select a row on the grid, then hit OK and the selected item is added to a sales order. It looks like this:Whilst it all works fine, I would like to improve it a little by allowing the user to double click on a row and not have to press the OK button. This would be similar to using a PXSelector where you only need to double click on the row to select it, as shown belowI’m hoping it’s just a property against the grid but I cannot find one.Any ideas?

Hi, Have been battling with an issue with an override to ReleaseFromHold in POOrder Entry.  What I am needing to do is make an API call on another Acumatica Instance to create a Sales order that is linked to the Purchase OrderCode is below: The method ReleaseIntercompany is not the problem.  I have the same issue even if the call is commented out such that the code becomes:  I have narrowed this down to the presence of the Base.Save.Press().  This is required because if ReleaseFromHold is pressed before the order is saved, then the OrderNbr of the PO is not known and I want to send this in the API to create the Sales Order in the other tenant to store the value in a custom field.What happens, when the PO is released with the code above is that the user is left with a form that looks like:All the fields in the header are blank.  The order has saved, and has been released as you can exit and go back in and all the data is there.I’m thinking that I could just right a custom action that ca

Hey guys,I'm trying to attach files from the Invoices and Memos screen to emails when using the bulk send email feature from AR508000.I added custom code to attach files when sending emails from the CRSMEmailActivity screen, and it works correctly in that context. However, when sending emails in bulk — or when sending without opening the CRSMEmailActivity screen — the files are not being attached.Could you please assist?Thanks in advance!  

Hello Everyone,In the recent Modern UI update, we added custom grids to the Stock Item Attributes tab. While the grids have been successfully added, they are currently displaying in the All tabs of the Stock Item screen instead of the intended tab. We have implemented the code changes in the HTML and TypeScript extension files. Please review the changes and suggest a solution.Please find the screenshots for reference:Screenshot 1:Screenshot 2:HTML: <template>        <field after="#fsColumnA-StockItem [name='Descr']" name="UsrEnableSiteID"></field>        <qp-template id="temp-Enable">            <div id="div-SiteContainer" class="grid-container">                <div data-bind="grid: LableSite">                    <qp-grid id="gridAnswers-LabelMangement" view.bind="LableSite" caption="Label Management" wg-container="LableSites_PXGridItemLabels"></qp-grid>                </div>            </div>                       <div id=

I recently added service orders to the mobile application so that our employees can view and edit service orders from their phone/mobile device. It is added and working great for everyone that does not have an apple phone. They can view the list, but when they try to click on one, it spins for a bit and then says that an error occurred as shown below. This is a screenshot from our sandbox company, but it does it for both the sandbox company and the main system. When on android, it opens up the service order without any issues. Has anyone had this kind of problem before? Is it an error with apple or is there something I need to change with my code? 

Has anyone successfully created new customers programmatically in Acumatica?I'm trying to understand the minimum required fields, whether I can default values from a Customer Class, and what the best practices are.Yes, I’m aware that import scenarios are the standard approach—but in this case, they’re not sufficient. I’m importing from another accounting system and have custom logic in place for remapping, consolidating, and creating new customers, which import scenarios can’t handle. This process also needs to run automatically every few hours, so I’m looking for a robust, code-based solution.Any examples or guidance would be appreciated.Here is my starting point…. // ——————— Create Acumatica Customers (Comprehensive Explicit Creation) ———————[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Create Customers")]public IEnumerable createCustomers(PXAdapter adapter){PXCache mappingCache = Caches[typeof(SSCustomerMapping)];// Dictionary to store MappedCustomerID (Acumatica AcctCD)

I'm following this document (https://help.acumatica.com/(W(4))/Wiki/ShowWiki.aspx?pageid=2cdef9b1-d4ef-48b4-8a92-093e7ea39552) to create a Custom Destination Type.I am currently working on creating a custom destination type for push notifications in Acumatica by developing a custom DLL.I have created a project named MyCustomNotificationLibrary in Visual Studio. I have included references such as PX.PushNotifications, PX.Data, and other system libraries. I have implemented two main classes: MyCustomPushNotificationSenderFactory.cs: Implements the IPushNotificationSenderFactory interface to create notification sender objects. MyCustomPushNotificationSender.cs: Implements the IPushNotificationSender interface to handle the sending of notifications.  Then I build my solution in Visual Studio.Copy MyCustomNotificationLibrary.dll to the Bin folder of Acumatica. Publish the customization projectCheck the Acumatica interface to see if "MYTP" appears as an option.However it doesn't work "My C

Hi all,I'm trying to understand how Acumatica handles customizations in a single-tenant, multi-company environment.Let’s say, for example, we have a single tenant with three companies under it (not separate tenants). Suppose we develop a customization for the Sales Order screen (SO301000) — such as adding custom buttons and logic — but we only want that customization to be active and visible for Company 1, and not for the other companies.Here’s what I’d like to know: Is it possible to restrict a customization (or parts of it) to apply only when a specific company is selected in the Company/Branch selector? Are there any best practices, performance concerns, or potential pitfalls when implementing company-specific logic like this in a shared customization project? I understand that in a single tenant, we can't publish separate customization projects per company, but I’d like to know the recommended way to handle company-specific behavior in this kind of setup.The goal is that if a use

I’ve got a custom field, let’s call it ARInvoice.UsrMyFieldI want to update it after the invoice has been Released.Handling the Release action in ARInvoiceEntryExt doesn’t seem to be the right way. I’ve tried:         [PXOverride]        public virtual IEnumerable Release(PXAdapter adapter)        {            IEnumerable result = null;            // Acuminator disable once PX1008 LongOperationDelegateSynchronousExecution [Justification]            PXLongOperation.StartOperation(Base, delegate            {                result = Base.release.Press(adapter);            });            PXLongOperation.WaitCompletion(Base.UID);             Base.Document.Current.GetExtension<ARInvoiceEntryExt>().UsrMyField = “foo”;            Base.Caches<ARInvoice>().UpdateCurrent();            Base.SelectTimeStamp();            Base.Caches<ARInvoice>().PersistUpdated(Base.Document.Current); Throws a message to say “previous action not completed”. It then completes the update and performs

I have a customer request to make the notes popup on a grid in the Opportunities screen be read only except for a particular user class.  I’ve not worked much with panels and I wondered if anyone had an opinion if this a possible.Thanks in advance for any input. 

Hello Everyone, Recently I was working with the Acumatica Barcode-Driven Engine, one thing I could not find is how to implement a custom ScanQuestion into an existing form. So, I thought I would share a way that I got mine to work, if anyone else has any approaches that worked for them, please share them! Firstly, you want to create an extension to the scan functionality. You don’t do this through inheriting the traditional PXGraphExtension<Graph> , but rather by inheriting the ScanGraph.ScanExtension something like this:public class AIWMS_INScanReceiveExt : INScanReceive.ScanExtension{}Secondly, you need to define the ScanQuestion class, which inherits either ScanGraph.ScanQuestion or ScanQuestion<ScanGraph>public class DefaultLocationQuestion : ScanQuestion<INScanReceive>{}Inheriting this class requires the implementation of string Code, void Confirm, and void Reject as protected overrides. You should also add a localisable message class for the prompt and return it

Hi guys, I'm hoping someone can help me with this.I'm following this document (https://help.acumatica.com/(W(4))/Wiki/ShowWiki.aspx?pageid=2cdef9b1-d4ef-48b4-8a92-093e7ea39552) to create a Custom Destination Type.Below is my implementation for IPushNotificationSenderFactory and IPushNotificationSender, after publishing, I can't find the new destination type when finding it for the new notification hook.As in the document I don't see any detail in testing step, so I'm stuck at this point.Any idea what could be the cause of this issue and what can I do next to resolve?Thanks

Hello,I have some issues when customizing the Prepare Payments screen. I had to make the Pay Date Within checkbox unchecked by default. So I opened the screen in Customization Mode and selected the Override on Screen Level option.Then I removed the following code: [PXDefault(true)]This is the final code of the customization: When the screen is opened, the checkbox is unchecked, but the data that is loaded is incorrect. Some of the documents are missing.I have to check and uncheck it in order to show all documents. Any help will be appreciated. :)