Develop Customizations

Since Import Scenarios usually behave exactly as using the UI would, fields disabled in the UI are normally not able to be imported to. This custom attribute will allow you to specify a field to be disabled for the UI but still allow importing:public class DXEnableForImportAttribute : PXEventSubscriberAttribute, IPXRowSelectedSubscriber{ public DXEnableForImportAttribute() : base() { } public void RowSelected(PXCache cache, PXRowSelectedEventArgs e) { PXUIFieldAttribute.SetEnabled(cache, e.Row, _FieldName, cache.Graph.IsImport); }}Then use it:#region UsrCustomField[PXDBString(15, IsUnicode = true)][DXEnableForImport] // here[PXUIField(DisplayName = "Custom Field")]public virtual string UsrCustomField { get; set; }public abstract class usrCustomField : BqlString.Field<usrCustomField> { }#endregion 

I am trying to generate a list of lots or serial numbers that are currently on the Production Order. I have AMProdItemSplit in the Production ticket at this time but I can only seem to get one Lot or Serial number to print. This is my first time trying to print a collection of data and I am try to determine the best way. Anyone have any pointers or help articles for this? Attached is my rpx as well. 

I have a client that want to add signatures to a page for the manager, picker, driver and Client.Is there a way to customize the action ‘SignReport’,?My idea is to save the img’s id to a new DB field(s) so that I can use it later on a report.for reference there is the normal way of adding a signature update container "OrderSummary" { ... add recordAction "SignReport" { behavior = SignReport displayName = "Sign" } ... }  

Hello,I am looking for some additional info on the DocuSign integration available on GitHub.  Docusign has two different levels of licensing and I am being told this integration will only work with the higher level, called Business Pro, but can find no info to confirm that.  Does anyone have a definitive answer on whether you can use Docusign with Acumatica but only have the standard licensing that is published on DocuSign's web site? Thanks 

When I update a field on screen CA.30.40.00 (screenshot below), I want it to update in other screens such as CA.30.30.00. I have attached a screenshot of my code to be able to edit those fields after status becomes “released”. Does anyone have any idea what additional steps are needed to refresh the fields on CA.30.30.00 as they are updated elsewhere? Which screen do I have to modify the code in?  

 Steps I did 1. Created a new project in Customization Projects section and published it. WebHooksConfiguration 2. Then inside Customized Project Editor, I added the sample Code in the code section Sample code I used. https://github.com/Acumatica/Help-and-Training-Examples/blob/2023R1/IntegrationDevelopment/Help/ConfiguringWebhooks/TogglWebhookHandler_Code/WebhookHandler/TogglWebhookHandler.cs   3. Then Published the project from Publish menu option    Project was published successfully.   But now when I go to Webhooks page I am not able to see my class in Implementation class.I there any step I am missing here or I am doing something wrong  Thank you

I am attempting to setup autonumbering on a key field by hardcoding the sequence ID in a constant. When the form displays, it is just showing SELECT in the field.Here is the DAC code:       public class ProjectOrderNumbering : PX.Data.BQL.BqlString.Constant<ProjectOrderNumbering>       {           public ProjectOrderNumbering() : base("TESTPROJECTS") { }  // "TESTPROJECTS" is the sequence ID       }       #region ProjectID       [PXDBString(15, IsKey = true, IsUnicode = true)]       [PXUIField(DisplayName = "Project ID")]       [PXDefault]       [AutoNumber(typeof(ProjectOrderNumbering), typeof(AccessInfo.businessDate))]       //[PXSelector(typeof(S1CProject.projectID), typeof(AccessInfo.businessDate))] Is it possible to use constants for the sequence id, or does it have to go through a setup screen as shown in T220? 

I modified the TS script and Html code of AR302000 in the local development environment. I don’t know how to publish these changes to other environments? Do you know?

Hello,Is it possible to require the user to enter a vendor to create a stock item?When creating new stock items, we want the vendor tab to have at least one vendor entered to allow the item to be saved.I do not see a way that this would be possible without creating a customization to the system.

Is it possible to link the new Project screen Project Group to approval mapping for invoices and memos? We have a situation where we need to set-up a specific approval workflow for annual invoices and doing this with Attributes on the project linked to a project type does not seem possible. Having a project group could be a solution but not sure if this can link to approval mapping.  Is this possible?

Attempting to convert a sales quote to a sales order and I’m running into a blocker when trying to call DoCreateSalesOrder saying that I need to pass in a document of type CRCreateSalesOrder.DocumentHere’s what I have so far:var quoteGraph = PXGraph.CreateInstance<QuoteMaint>();var soGraph = PXGraph.CreateInstance<SOOrderEntry>();var quote = quoteGraph.Quote.Search<CRQuote.quoteNbr>(quoteNbr, opportunityId) .RowCast<CRQuote>().First();var filter = new CreateSalesOrderFilter{ OrderType = "SO", MakeQuotePrimary = false};var filterExt = filter.GetExtension<CRCreateSalesOrderFilterExt>();filterExt.AMCopyConfigurations = true;var quoteGraphExt = quoteGraph.GetExtension<QuoteMaint.CRCreateSalesOrderExt>();quoteGraphExt.DoCreateSalesOrder(soGraph, quote, filter);Appropriate any help or insight!

Adding a parameter to the Leads (CR3010PL) GI for OwnerID which defaults to “@me” works beautifully on desktop, but on mobile the parameter selector isn’t showing (the filter is technically working, because the leads are indeed filtered). This means that on mobile there isn’t a way to display all the leads, which is why I would love to use that selector.I know that we could use a shared filter, but the request is that “All Records” be filtered by default.I followed the steps outlined in this post (https://stackoverflow.com/questions/48670213/generic-inquiry-in-acumatica-mobile-app), but unfortunately the `Filter_` container isn’t displaying on the app after a publish.Commands:update screen CR3010PL { type = FilterListScreen add container "Filter_" { placeBefore container "Result" add field "OwnerID" }}Result: add screen CR3010PL { type = FilterListScreen add container "Filter_" { add field "OwnerID" } add container "Result" { fieldsToShow = 4 listActionsToExpand =

Hello community. Working through a customization project and I am having issues locating an SO using a search in a custom processing screen. In my code below my primary DAC is SOLine. I am using values from there in a foreach statement to then load the SO in an SOOrderEntry graph. However, it is not returning the SO record. Is there a better way to go about this code? The code returns “Object reference not set to an instance of an object” on the final line below when testing.  Thanks,Adam

Dear Members,I have duplicate Purchase Order screen with some extra logic based on client request. Now i have request to add user defined field with Required Check true. but its not working in duplicate screen unless i add the same attribute in PO standard screen. advise how to fix this issue.Thanks,Arun

Hi I have implemented copying some custom fields from sales order header to the shipment header screen which works as expected. Now I need some custom field values copied from sales order line to the shipment line screen, I’ve implemented the below but I get the error below. using System;using System.Linq;using System.Collections;using System.Collections.Generic;using System.Collections.Immutable;using System.Runtime.Serialization;using System.Text;using System.Threading;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Data.WorkflowAPI;using PX.Common;using PX.Objects.AR;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.SM;using PX.Objects.IN.DAC.Accumulators;using PX.Objects.IN.Overrides.INDocumentRelease;using POLineType = PX.Objects.PO.POLineType;using POReceiptLine = PX.Objects.PO.POReceiptLine;using PX.CarrierService;using PX.Data.DependencyInjection;using PX.LicensePolicy;using PX.Obje

Good day, I have a situation in Checks and Payments screen with my custom fields, I need these fields to be available even after the release of the document, I have tried with events, overriding the persist method, and overriding the release, but nothing is working and the fields always become readonly, I would appreciate suggestions to solve this. Here I am adding examples of how I am trying to enable the fields with the events or overriding the Release. public class APPaymentEntry_Extension : PXGraphExtension<PX.Objects.AP.APPaymentEntry> {protected virtual void _(Events.FieldUpdated<APPayment.status> e) { if (e.Row != null) { PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkMailDate>(e.Cache, e.Row, true); PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkPickupDate>(e.Cache, e.Row, true); } }public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride]

Good day, In a customisation package I have to buttons on the Invoices & Memos (AR301000) screen - these buttons generate a report and attaches it as a file to the invoice or memo. This is the code to generate a PDF which works perfectly. #region Action Button - Export PDF Reportpublic PXAction<ARInvoice> ExportReport;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Export PDF Report", Enabled = true)]protected void exportReport(){// Report ParamentersDictionary<String, String> parameters = new Dictionary<String, String>();parameters["ARInvoice.DocType"] = Base.Document.Current.DocType;parameters["ARInvoice.RefNbr"] = Base.Document.Current.RefNbr;var filename = Base.Document.Current.DocType + "_" + Base.Document.Current.RefNbr;// Report ProcessingReport _report = ReportLoader.LoadReport("AR641000", null);ReportLoader.InitDefaultReportParameters(_report, parameters);// Read Reportbyte[] data = null;using (StreamManager streamMgr = new StreamManager()){Repo

I am trying to get a custom field to update whenever the stock item attributes are updated, but I can’t find a way to make this work.If base the row updated event on InventoryItem, it will update if other stock item fields are updated, but that doesn’t include the attributes.If I base the row updated event on CSAnswers, then that does nothing.Does anyone have any insight?public class InventoryItemMaint_Extension : PXGraphExtension<PX.Objects.IN.InventoryItemMaint>{ protected void _(Events.RowUpdated<InventoryItem> e) { var invRow = base.Base.Item.Current; var invCache = base.Base.Item.Cache; var extension = invCache.GetExtension<InventoryItemExt>(invRow); if (invRow != null && invCache != null && extension != null) { var widthState = (PXStringState)invCache.GetValueExt(invRow, "WIDTH_Attributes"); var heightState = (PXStringState)invCache.GetValueExt(invRow, "HEIGHT_Attributes");

I have 3 actions on a custom form.  I set the IsLockedOnToolbar to true.        public PXAction<ICSFSSSchedule> DeleteScheduleDetails;        [PXUIField(DisplayName = "Delete Schedule Details", Enabled = true, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(IsLockedOnToolbar = true, Category = "Other", CommitChanges = true)]        public void deleteScheduleDetails() This was addressed in the following topic, but the solution there does not fix my issue.All of my actions show in the title bar of the screen:I have reset the caches, restarted the application but the menu items still show.I want them to appear in the More (ellipse) menu.In the project editor, the items are in the correct category. Do I need to “instantiate” the More menu somehow since this is a custom form and there are no default action items?   

Good day, I need to pass values from a custom field in APTran in Bills and Adjustment at the moment when the Bill is released and the Journal Transaction is created, I need to pass the values to GLTran to a custom field, but when I use the Actions.PressSave I get a null error, Object reference not set to an instance of an object. I can't find which is the value I am missing or which another field appears as null and is required, I compared between the null fields on cache and the fields in the database that say that are required, but all the fields that appear as null are allowed to be null so I can't find the problem.I would appreciate some assistance please.public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry> { #region Event Handlers public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride] public virtual IEnumerable Release(PXAdapter adapter, ReleaseDelegate baseMethod) { var

Hello,I created a Related Documents Tab in my custom screen Similar to Relations Tab in Opportunities screen.I added Transfers in Type Column, But Data is not retrieving from Transfers screen.Pls refer below screenshot.Is there any sample code for this or where I need to add code for this?Please suggest any solution for this. 

There is a new requirement to establish a connection between Sales Orders (SO301000) and Bills and Adjustments (AP301000). I attempted to add two custom fields for order type and order number in the Bills and Adjustments (AP301000) form to retrieve sales order types and sales order numbers in the database, allowing the user to select them. Using this new custom column, which stores the sales order numbers, we can establish the connection. However, this did not produce the intended result. Is this the correct approach to create a connection between these two forms? Any guidance or detailed steps on how to implement this would be greatly appreciated.

Hi EveryoneThe warning message, "NTE Value Exceeded. Do you want to process it?", appears repeatedly in the Appointment form whenever "OK" is clicked. This occurs when attempting to save an appointment that was created from a Service Order form.We need assistance in preventing the warning from being shown multiple times during the save process.Could you please assist for us.

After running the Full Resynchronization for Salesforce Integration for Contacts. I have not been able to view the Import or Export Scenarios. Upon selecting the scenario, it returns this error: An item with the same key has already been added. I have some customizations but none that touch the Contacts screen, however I have tried to unpublish them, same issue, and publish them with cleanup still same issue. Here is the trace log that goes with it.  I have tried creating a new Scenario and I get the same error but at the mapping levelHere is the trace that goes with that error Thanks for any guidance!

I am new to this topic and I would like to know what is the easiest way to update the information in this column. I have followed some tutorials but in the end I only get this error