Develop Customizations

Overview Constructors and Important Properties Projection DAC Differences From Regular DAC Mapped DAC Fields BqlField Binding BqlTable Binding Auto-binding by Inheritance Unbound DAC Fields PXDBScalar and PXDBCalced DAC Fields CurrentValue in Projection DACs Using Projection DACs in Code Rules for Projection DAC Declaration Persist Data with Projection DACs Typical Use Cases Reducing the Number of DAC Fields Returned from Database Declare Filter for DAC Records Define Projection DAC to Represent Aggregates PXProjection Attribute Override Reuse Projection Overriding Logic with Generic Graph Extension Customizing DAC Field Attributes in Cache Attached Projection DACs and XML Doc CommentsHi Community,This post is my attempt to make a comprehensive compilation of all I know about Acumatica projection DACs and all materials I managed to find about them. The post turned out rather lengthy, use the table of contents to navigate to a part you want to read.Overview  The PXProjectionAtt

I want a richtexbox control with custom button on that custom button click i wan to perform some  Actions.

Hope all are doing great. If anyone could help, it would be great.I would like to show the default magnifier icon (Selector Icon), as highlited below.Appreciate for your help.  

Every now and again, I will suddenly get the error shown below that says the execution timed out when publishing my customizations. It validates just fine and then it will try to either batch sql or sometimes its some place else in the publishing process and it will give me this error. Sometimes it just goes away after a few days of trying to publish. It is very frustrating because I can have no issues one day and then have endless issues the next. Is there SQL settings I need to change or is there acumatica settings I need to change? I don’t know where to go from here. I have tried resetting stats on sql, I’ve run dbcc freeproccache, I have set the sql execution time to zero to make it not timeout. Nothing seems to fix it, it just decides to work randomly. The only thing I have noticed that might be reoccurring (I’m not sure, but I think this is true) is that it usually happens when I am either publishing fresh customizations or publishing on a fresh instance. If I could get some help

Hello everyone, I am developing a custom screen and ran into an issue. I have set up PrimaryKeyOf on the parent DAC, and ForeignKeyOf + PXParent + PXDBDefault on the child DAC, but this does not show up on the DAC schema browser. I noticed this because my PXFormula(...SumCalc<>) was not working.Parent DAC:[Serializable][PXCacheName("NPDHeader")][PXPrimaryGraph(typeof(NPDApprovalEntry))]public class NPDHeader : PXBqlTable, IBqlTable{ #region Keys public class PK : PrimaryKeyOf<NPDHeader>.By<projectNo, productTitle> { public static NPDHeader Find(PXGraph graph, string projectNo, string productTitle, PKFindOptions options = PKFindOptions.None) => FindBy(graph, projectNo, productTitle, options); } public static class FK { } #endregion #region ProjectNo [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Project No", Enabled = false)] [AutoNumber(typeof(ISOSetup.autoNumberingNPDApproval),

I have been a developer on our company’s Acumatica Cloud ERP instance for about 8 months, and we publish new updates weekly by unpublishing all customizations and then republishing all of the customization projects. We have about 50 total. 2 of our last 3 publishes resulted in the site completely crashing. The header and sidebar were still showing, the search was still working, but the body of every screen was blank. I was able to access the trace through the URL, and have attached a screenshot of the error below. I can ensure that DMCMethods (a custom namespace) was absolutely deployed along with all of our other customization project files. The fix both times was to contact support and wait for them to restart the server. Once the server was restarted, the customizations were already published and functioning as expected.Has anyone had a similar issue and know of any solutions? I’ll also link a similar post from a year ago that addresses a similar issue.Similar Issue:  Thanks ahead o

Hi AllI’m totally new to customizations, I followed a few guides online and was able to add custom fields on our PO screen (see screenshot attached).What I would now like to accomplish is linking dates on the document section of the PO screen with the details section of the PO screen, meaning when a date field is populated on the document section the corresponding date field in the details section is populated as well. Similar to how the ‘Date’ and ‘Promised On’ fields on the document section are linked to the ‘Requested’ and ‘Promised’ fields in the detail section.I have two custom fields ‘ETA GY’ and ‘Back Order Date’ on the document section and would like them to be linked to the ‘ETAGY’ field and ‘Back Order Promise Date’ fields (also custom fields) in the details section respectively. Also, the ‘Back Order Promise Date’ field can only be populated if the ‘Back Order’ checkbox is ticked (another custom field).Any input is greatly appreciated.ThanksAmitCustom date fields and checkbo

I'm trying to get a BQL union to work per this help page... Performing a Union Operation in BQLThe BqlTableMapper example doesn't work for me because Map() is not a member of BqlTableMapper or IBqlTableMapper so it doesn't compile, and the second parameter to the BqlTableMapper type is expecting an IBqlFieldMappingResolver - which the class  isn't.  So then I tried to use the BqlFieldMapper example, and that mapper definition seems ok because there is a Map() member.  However, when I then try the MappedSelect with my BqlFieldMapper classes, the compiler says they need to support IBqlTableMapper. All MappedSelect type derivations seem to only take an IBqlTableMapper.Anyone try these examples before and get them to work?  How did you define your table and/or field mappers and get MappedSelect to work?Looks like this post from months ago is similar and is unanswered so far…   

I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created. How can we get this report to be selectable straight from the Move Screen?

I’m trying to default Use Customer Account to true or false based on the Shipping Terms via the Fields tab in the Customization Project. I’m using the code “=IIf([ShipTermsID] = 'PPA', False, True)” however, this doesn’t work. How can I get this to work.

I need to add a field to Business Accounts header. I've extended the view responsible. I am trying to add the field in my html extension file. According to the help(step 4), I should structure it like this:<template> <field after="#fsItemDefaults-General [name='ItemType']" name="UsrRepairItem" ></field></template>Here is the CR303000.ts file for BAccount header:I would like to add my field after ‘Status’.Here’s my attempt:<template> <field // Here is my 'selector' statement after="#phF_form_PXLayoutRule#0 [name='Status']" name="XServices" ></field></template>Attempting to build results in: SyntaxError: '#phF_form_PXLayoutRule#0 [name='Status']' is not a valid selectorI’m wondering if the ‘id’ containing ‘#’ (like the ‘selector’ statements starts with) is causing this error. 

After attempting to embed Acumatica into an iFrame within an external company site, I noticed that it works well before the user is logged in, but once the user logs in the page no longer displays.Is there a control that would allow this?I doubt the html is relevent, but this is the core of what Iused<iframe src="https://acumaticasite.com/" width="50%" height="100%" frameborder="0" allowtransparency="true" marginwidth="0" marginheight="0" style="overflow: hidden; height:310px; width:100%;  margin-top:100px;"></iframe>

We are trying to  Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities  screen header section.classic UI screen shot tried with below  After switch to modern UI showing like below 

I’m trying to create a new Customer from a custom screen and button, but having an issue when setting the CustomerClassID on the new Customer object:                         CustomerMaint customerMaint = PXGraph.CreateInstance<CustomerMaint>();                        Customer newAcumaticaCustomer = new Customer();                        newAcumaticaCustomer.AcctCD = "RC1111";                        newAcumaticaCustomer.Status = "A";                        newAcumaticaCustomer.CustomerClassID = "REC01";                        newAcumaticaCustomer.DiscTakenAcctID = 103;                          newAcumaticaCustomer.DiscTakenSubID = 29;                                newAcumaticaCustomer.StatementCycleId = "01";                        newAcumaticaCustomer.StatementType = "O";                        customerMaint.CurrentCustomer.Insert(newAcumaticaCustomer);                        customerMaint.Save.Press(); The problem is that there is a popup about changing the Customer Class and p

Hello Everyone, I am trying to add a file upload button in the Modern UI screen. I have a Button called browse button in custom screen, when I click on the button a pop will appear and in the popup we will have “Choose File” button to upload the files. The file upload button is not working for me on button click in Modern UI as it worked in Classic UI Below is the the image of the screen for reference. Below is my ts and html codeimport { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, } from "client-controls";import { KNCFBulkBatchSyncFilter, KNCFItemCategory, KNCFAttributeGridSyncFilter, KNCFBulkProductDetails } from "./views";@graphInfo({ graphType: "KNCFCore.KNCFBatchProductSyncProcess", primaryView: "Filter", })export class KNCF5141 extends PXScreen { LoadRecords: PXActionState; ResetFilter: PXActionState; browse: PXActionState; @viewInfo({containerName: "Selection"}

Hello Everyone,In default Item sales category screen we have a grid called Category members I want to add this grid under the new tab by extending the existing IN204060.ts and IN204060.html files. Please refer the below image Thank you in advance.

Is there a way to schedule an email to be sent at a later date from a sales order from the Activities option? 

Hello Everyone, We are trying to  Extended DAC Fields in the Sales Quotes header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales Quotes screen header section.classic UI screen shot tried with below HTML Code but when switched to Modern UI , cannot see these fields in UI 

I am trying to add the Unit Cost, Average Cost, and a custom field Kit Unit Cost to the Sales Order Details container in the mobile app. Here is my code to do this:update screen SO301000 {  update container "Details" {    add layout "LineCostRow" {      displayName = "LineCostRow"      layout = "Inline"      add field "UnitCost"      add field "KitUnitCost"      add field "AverageCost"      placeBefore group "LinePriceGroup"    }  }}This only added my custom field Kit Unit Cost (Shown in image below): I tried simplifying my code to this:update screen SO301000 { update container "Details" { add field "UnitCost" add field "KitUnitCost" add field "AverageCost" }}And the only field displayed is my custom field as well, just at the bottom of the container. I’ve confirmed the field names using the WSDL Schema as shown in image below:Any suggestions on how to get either Average Cost or Unit Cost to show up on the details tab of the Sales Order? Am I missing something? Any help wo

HiThe aim of this topic is to identify how to add invoices with different customers to "Documents to Apply" tabThe result which I am trying to achieve look like this The Customer of the Payment is ABCVENTURE and the customers of the invoice which I added to the table are AVCSTDUDIOS and ABCVENTUREHowever, in another acumatica I can’t add invoices with different customers, for example Here Acumatica allows to add only one invoice, because only one have corresponding customerHow to add invoices with different customers ?  

I'm currently working on SDK tests and need to interact with various Dashboards. The SDK README file provides instructions specifically for Dashboard DB000038, which is functioning correctly on my end. However, I’m unable to access any of the other Dashboards.My question is: do we need to generate wrappers for the other Dashboards? If so, what is the correct process for doing this, as the Class Generator does not generate them? Alternatively, if wrapper generation isn't required, how should I access these Dashboards?Thank you!

How can I have Controls as above the form has in the Grid View to add and delete the data? 

I’m always on the lookout for ways to increase the performance of our product.  Recently I came across a technique that has the potential to increase performance for BQL queries and views and I thought I would share.  Typically, when I am trying to increase the performance of an Acumatica query, I will run the process in the site with a SQL Profiler session active to capture the SQL query that results from my code.  I can then run the query in SQL Server Management Studio with Live Query Statistics to assess the performance and tweak the code.   I was working on a particularly slow query with a large data set the other day when I found a strategy for optimizing my code.  Those who have used Profiler, will know that Acumatica will translate our BQL queries into search clauses that includes every possible field.  I was considering building a new index for my query when I changed the Select clause generated by Acumatica to select just a couple of specific fields and ran the query.  The Qu

I am trying to add a Search box for a grid on my custom form.  I found a similar question, but it was for a grid in a dialog.    This is where I want a search box.  If it is even possilble.Here are the settings on my grid:  I set my grid DAC as PXFilterable, but that is adding the filter option on the right side of the grid.  I don’t want that though.  I just want to be able to type a name in a search box and have it find all records in the grid with that value.  

I want to update the  InventoryItem  based on the logic How can I do it. and Refresh the UI  if (row != null) {         ALLInventory InventoryItem = PXSelect<ALLInventory, Where<ALLInventory.inventoryID, Equal<Required<ALLInventory.inventoryID>>>>.Select(e.Cache.Graph, row.InventoryID);         if (InventoryItem != null) // Details related Material Allocation is available         {                            // IF - Total Consuemd Qty + Order Oty <= Maximum Allocated Quantity                 if(InventoryItem.TotalConsumedQty + row.OrderQty <= InventoryItem.MaxAllowedQty)                 {                     InventoryItem.TotalConsumedQty += (int?)row.OrderQty;                 }                 else // ELSE - Place Order for Total Consuemd Qty + Order Oty - Maximum Allocated Quantity                 {                     InventoryItem.TotalConsumedQty = InventoryItem.MaxAllowedQty;                     row.OrderQty = InventoryItem.TotalConsumedQty + row.Ord