Develop Customizations

For one of our projects, we set a single value to be selected from a box. However the box is still defaulting to one of the old value that we removed. I’m trying to have it default to the constant defined below, but everything I’ve tried either hasn’t worked or crashed the customization. Any way to set a default value for this box?public class custClass : PX.Data.BQL.BqlString.Constant<custClass>{ public custClass() : base("SB") { }}[PXDBString(2, IsKey = true, IsFixed = true, InputMask=">aa")][PXDefault(SOOrderTypeConstants.SalesOrder, typeof(SOSetup.defaultOrderType))] [PXSelector(typeof(Search2<SOOrderType.orderType, InnerJoin<SOOrderTypeOperation, On2<SOOrderTypeOperation.FK.OrderType, And<SOOrderTypeOperation.operation, Equal<SOOrderType.defaultOperation>>>>, Where<FeatureInstalled<FeaturesSet.inventory>.Or<SOOrderType.behavior.IsNotEqual<SOBehavior.bL>>>>))] [PXRestrictor(typeof(

Good day,In Bills and adjustments I added a custom field in which I want that if it has any value it is considered for the calculation of the cash discount, at first I thought it could work to add the field into Terms since in another project I did something similar and it worked, but now it doesn't do anything, and in the Business logic I can't find a method or event that has the specific formula or instruction to calculate the cash discount when doing a prepayment.Is it possible to override the cash discount calculation? public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry>{ [PXNonInstantiatedExtension] public class AP_APInvoice_ExistingColumn : PXCacheExtension<PX.Objects.AP.APInvoice> { #region TermsID [PXMergeAttributes(Method = MergeMethod.Merge)] [PXUIField(DisplayName = "Terms", Visibility = PXUIVisibility.Visible)] [APTermsSelector] [Terms(typeof(APInvoice.docDate),

I’m trying to turn OrderType from a selector of every order type to just certain order types for our customer portal. I’ve been trying to change it to ComboBox since those options can be changed, but every time I save the Screen Editor, it goes back to Selector. What would be the best way to go about this?OrderType 

We would like to create a customization that takes the output of a given screen (let’s assume sales quote or estimate) and have it export a customized excel spreadsheet with that information.In our use case, we need to have several tabs in the exported file pre-defined (sort of like a template) and on one of the tabs the data from the screen being exported needs to be formatted a particular way (sor of like a stylesheet).I had thought about using a report as an intermediate step (where you have a little bit more control over the excel export) but I’m unaware of a way to have that result in multiple tabs. (incidentally, is there a way to “style” the exported cells from a report?)Thanks

Hi, I currently have new fields on the Tools screen to make it more useful. I have a custom selector called AMToolMstExt.usrToolLocation and AMToolMstExt.useToolWarehouse. The custom warehouse selector works fine, but I want the selector for the location to show a list of locations that belong to the warehouse contained in the custom warehouse field. I am trying to use PXSelector and a BQL to relate the list of locations in the selector to the value stored in AMToolMstExt.usrToolWarehouse.Here is the current setup for AMToolMstExt.usrToolLocation: Here is the current setup for AMToolMstExt.usrToolWarehouse: Here is what currently happens, with all of the locations in the system showing up: In the above example, only the locations starting with ‘03’ should be showing, since ‘03’ is in the custom warehouse selector field.

Hello all, Does anyone know how I can get the Status of a tenant via code (below screenshot)? Is there any service for it? I tried the below but no luckCompanyMaint companyMaint = PXGraph.CreateInstance<CompanyMaint>();UPCompany upCompany = UPCompany.PK.Find(companyMaint, PXAccess.GetParentOrganizationID(companyMaint.Accessinfo.BranchID), PKFindOptions.None);  

Hi Goodday i want to Add Tax ID and Tax Rate on my report i dont know i keep getting duplicate records when i use APTaxTran i use grouping but it still duplicate record

Acumatica ERP allows you to define attributes for various entities. In this article, I will explain how to extend attribute functionality to entities where it is not natively implemented.Before we start let’s look at how existing attributes work.CSAttribute – contains the definition of an attribute;CSAttributeGroup – contains attribute setup for a particular Class. EntityType – entity for which attribute is used, EntityClassID – type of the entity.CSAnswers – contains values of attributes. RefNoteID – NoteID of the entity.In our case entity is PX.Objects.CR.Contact could have different types and you can set up different attributes on each of them.1.  Custom FormStoryYou have:Custom Entry screen with master-detail relations. (ex. Sales Order (SO301000)). Custom Order Type screen where your entry screen settings are specified (ex. Order Type (SO201000))  You need: Attributes tab on the Entry screen which is configured on the Order Type screen. ImplementationStep 1. Order Type Screen.1.  

Over here in Australia, Acumatica goes under the brand of MYOB Advanced. As a developer we’ve been told that MYOB are wanting to remove support for SQL Views in lieu of the new features in 2024r1 whereby GI’s can now use other GI’s as input tables. This is very useful and will go a long way to removing the need for SQL Views however… I have multiple (reasonably compex) SQL Views with corresponding DAC’s and several sub-tables. I then use the result to display data on the sales order screen. Similar to:[PXUIField(DisplayName="Auto Build Available", Enabled = false)] [PXDBScalar(typeof(Search<AutoKitAssembly.KitAssy.qtyAvail, Where<AutoKitAssembly.KitAssy.builtItemID, Equal<SOLine.inventoryID>, And<AutoKitAssembly.KitAssy.siteId, Equal<SOLine.siteID>>>>))] Where ‘AutoKitAssembly.KitAssy.qtyAvail’ is a field from a SQL View or custom table. I can now re-create the complex SQL View using the new and improved 2024 GI’s however h

Greetings,We are currently utilizing the Acumatica Shopify Connector to establish a connection between our Shopify Store and Acumatica (specifically Haufe X360). We have encountered an issue with PayPal Express checkouts that we are eager to resolve. As a result, we are seeking assistance and suggestions on how to address this problem.When customers opt for PayPal Express checkouts, the connector combines the street and house number into a single field. However, in Haufe, we maintain street and house number as separate entities. Therefore, we are in need of a solution to convert the incorrect data format from something like "[Sample Street 374]" to the desired format of "[Sample Street]” “[374]". Is there a feasible way to achieve this, and if so, what would be the recommended approach or is there maybe a customization project already out there in the wilds to use?Your input and guidance would be greatly appreciated.  

In Order Types preference screen, I have added a custom field as usrCompanyAcctCD. In that user will select a company for each order type. In the sales order screen, order type selector should only list down the order types which have current logged company id or null. to that I add a restrictor to Order Type as bellow. but it is not working. [PXDBString(2, IsKey = true, IsFixed = true, InputMask=">aa")][PXDefault(SOOrderTypeConstants.SalesOrder, typeof(SOSetup.defaultOrderType))] [PXSelector(typeof(Search2<SOOrderType.orderType, InnerJoin<SOOrderTypeOperation, On2<SOOrderTypeOperation.FK.OrderType, And<SOOrderTypeOperation.operation, Equal<SOOrderType.defaultOperation>>>>, Where<FeatureInstalled<FeaturesSet.inventory>.Or<SOOrderType.behavior.IsNotEqual<SOBehavior.bL>>>>))] [PXRestrictor(typeof(Where<SOOrderTypeOperation.iNDocType, NotEqual<INTranType.transfer>, Or<FeatureInstalled&

Hi everyone I’m seeking Help to increase the decimal to 6 value  in our Order Quantity and Quantity on Receipt like in the image below in our unit cost please comment below the method we can do to change the decimal from 2 to 6 in order qty and qty. on receipts. Thank you in advance    

Hello,I am trying to modify the projection on INSiteStatusSelected for the Inventory Lookup grid in Transfer screen. I have tried inheriting from INSiteStatusLookupExt in INTransferEntry extension, as well as extending INRegisterEntryBase. Below is the example extending INTransferEntry. I am not able to pass the new DAC into Inventory Lookup grid. Any ideas what am I doing wrong? public class CFINTransferEntryExt: PXGraphExtension<INTransferEntry> { public class SiteStatusLookupExt : INSiteStatusLookupExt<INTransferEntry, INSiteStatusSelectedNew> { protected override bool IsAddItemEnabled(INRegister doc) => Transactions.AllowInsert; protected override INTran InitTran(INTran newTran, INSiteStatusSelectedNew selected) { newTran.ToSiteID = Document.Current.ToSiteID; newTran.SiteID = selected.SiteID ?? newTran.SiteID; newTran.InventoryID = selected.InventoryID; newTran.SubItemID = selected.SubIte

Hello community.Can you tell me if it’s possible to use the Data Field <Count> in a formula in a GI and how can i do that.Thank you.

In Acumatica version 2024 R2 we are creating a communication with an API that we send a List<string> and they return a List to us<object>, but when sending, it tells us this error  <?xml version="1.0" encoding="UTF-16"?><s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"><s:Body><s:Fault><faultcode xmlns:a="http://schemas.microsoft.com/ws/2005/05/addressing/none">a:ActionNotSupported</faultcode><faultstring xml:lang="es-EC">The message with Action 'http://tempuri.org/IService/ProcesarXmlRecepcion' cannot be processed at the receiver, due to a ContractFilter mismatch at the EndpointDispatcher. This may be because of either a contract mismatch (mismatched Actions between sender and receiver) or a binding/security mismatch between the sender and the receiver.  Check that sender and receiver have the same contract and the same binding (including security requirements, e.g. Message, Transport, None).</faultstring></s

Hi need help in this report because the data is duplicating and i need to add the tax id and taxrate on APTaxTran is there another solution tho this?

Hi,I have created few custom fields on Invoices form and allowed them to update through the code. then added them to the workflow to set them as editable at any time.below is the DAC field and the extended graph code. // DAC field public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister>{ #region UsrBillStatus [PXDBString(4)] [PXUIField(DisplayName = "Bill Status", Enabled = true)] [PXStringList( new string[] { BillStatus.WorkInProgress, BillStatus.BillAtProduction, BillStatus.BillAtSubcontract, BillStatus.ForwardToFinance, BillStatus.PaymentReceived, BillStatus.ReturnToProduction, BillStatus.JobDeleted }, new string[] { TextValues.WorkInProgress, TextValues.BillAtProduction, TextValues.BillAtSubcontract, TextValues.ForwardToFinance, TextValues.PaymentReceived, TextValues.ReturnToProduction, TextValues.JobDeleted } )] public virtual stri

We have a request from someone who would like an SQL backup of their data to give to an analyst to run Power BI on it.We will be doing a backup in SQL Server Management Studio, and FTPing a .BAK file.We don’t want them having access to any of the customizations that we have written and published. So, we need to remove them from the SQL Server database. Where do I need to go to scrub all of the published data. I know I need to remove any usr field we have added. I already have a script for that. I need the rest of it.Just looking in the database file, I see:CustProject which has a structure of:      [CompanyID]      ,[ProjID]      ,[Name]      ,[IsWorking]      ,[Description]      ,[CertificationStatus]      ,[CertificationWarning]      ,[CertificationStatusDateTime]      ,[DevelopedBy]      ,[Hash]      ,[CreatedByID]      ,[CreatedDateTime]      ,[LastModifiedByID]      ,[LastModifiedDateTime]      ,[ParentID]      ,[tstamp]      ,[Level]      ,[NoteID]      ,[SnapshotID] But that doe

I'm overriding the Persist method in the Invoices and Memos (AR301000) screen.  I'm using a foreach loop to update the unit price of an item. However, the loop is executing twice, resulting in incorrect calculations.  The values before calling baseMethod() are correct, as verified using PXTrace.  Therefore, I suspect the issue occurs during the execution of baseMethod(). I've tried various approaches to resolve this, but none have been successful. How can I fix this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you! [PXOverride]public virtual void Persist(Action baseMethod){PXResultset<ARTran> TransactionLines = PXSelect<ARTran,    Where<ARTran.refNbr, Equal<Required<ARTran.refNbr>>,    And<ARTran.tranType, Equal<Required<ARTran.tranType>>>>>    .Select(this.Base, currentView.RefNbr, currentView.DocType)                var multiplicationFactor = contractExt.UsrAdjustmentDays //Custom field where use

​Hi everyone,I'm experiencing an issue with the french translation of a field I added using a DAC extension. I thought I had done everything right, but my implementation isn't working (the english term is displayed instead of the french one) and I can't figure out why.Version : Acumatica 24R114. 1°) The Field declaration in its DAC : #region CegEStatus[PXDBString(50, IsUnicode = true)][PXDefault(PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName = "Electronic Status", Enabled = false, Visibility = PXUIVisibility.SelectorVisible)][EIStatuses.List]public virtual string CegEStatus { get; set; }public abstract class cegEStatus : BqlString.Field<cegEStatus> { }#endregion 2°) EIStatuses list attribute configuration    public class EIStatuses    {        #region Constants        /// <summary>        /// Published when the invoice has been uploaded to eFacture        /// </summary>        public const string IUploaded = "100";        /// <summary>      

Hello Acumatica Community,I am working on a customization where I modify the InventoryID field in INTran. The customization works fine on the Transfer (IN304000) screen, but when applied to Receipt (IN301000) and other screens, the InventoryID selector appears empty.Here is my code:[PXNonInstantiatedExtension]public class IN_INTran_ExistingColumn : PXCacheExtension<PX.Objects.IN.INTran>{ #region InventoryID [PXDefault()] [StockItem(DisplayName = "Inventory ID")] [PXSelector(typeof(Search2<InventoryItem.inventoryID, InnerJoin<InventoryItemCurySettings, On<InventoryItem.inventoryID, Equal<InventoryItemCurySettings.inventoryID>>>, Where<InventoryItemCurySettings.dfltSiteID, Equal<Current<INRegister.siteID>>>>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD))] public int? InventoryID { get; set; } #endregion}Ques

I see how to change labels on actions at this topic:However, buttons in the grids don’t show on the Actions menu.I am trying to abbreviate some buttons on the SO Grid because the Biz-Tech buttons get pushed to the right and don’t display without clicking the down arrow on the grid menu.  I tried changing the text in the project editor, but the change does not “stick”.Do I have to override the action in VS and change the label there?  

I have couple customization where in some I have the code base and others were published by old employee. I dont have access to those code. Is there a way to combine mine with other just by dll files?

I have an ARPayment object that has an PMInstanceID but this is an integer.  How do I retrieve the CardAccountNbr as shown on the Payments and Applications (AR302000) page? 

I completed the T210 course and proceeded to apply it to a real world use case where I need multiple custom fields attached to a specific class of Customer.  Rather than the user field approach, which will enhance Business Account and extend those fields to all related entities using the shared DB table, I want to use a custom table to limit the storage to Customers only. It doesn’t seem to work on Insert though.  Is there something additional that needs to be done to insert a new record in a custom table from a graph extension? I don’t remember doing that in T210 for the custom tab on the Stock Items screen. I have the PXDBDefault and PXParent attributes assigned.  Aren’t they supposed to facilitate insertion as well as other operations? On Create, with an explicitly assigned Customer code, I get the error “BAccountID can’t be null”, but if I manually insert a record from SSMS after create, everything works fine.What did I miss?  Thanks.Here is the start of the DAC definition:using Sy