Develop Customizations

need to create a custom format AP Aging Report and change the cheque print layout. Both items are purely formatting. can you walk me through how to do this and help out with code?

I have created a few fields in BAccountExt as shown below and placed them under a custom tab in Customers screen:UsrValue1 - string UsrValue2 - string UsrValidValue - boolean (field disabled to disallow manual update) UsrValue1ValidatedDateTime The flow of this customization is when validateValue action button is pressed, it will trigger validation on UsrValue1 and UsrValue2 via API and return the status (true/false). The status will then be saved to UsrValidValue field, and the validation date time will be recorded in UsrValue1ValidatedDateTime field. The action button code is as shown below: protected void validateValue(){ bool flag = true; Customer customer = (Customer)Base.CurrentCustomer.Current; if (customer != null) { // Retrieve customer's BAccount from the current context BAccount customerAccount = Helper.GetCustomer(customer.BAccountID); BAccountExt customerAccountExt = customerAccount.GetExtension<BAccountExt>(); // Retrieve comp

I’m playing around with extending workflows. In this case I’ve added an Action to SOOrderEntry in my graph extension. I’ve created a workflow extension as well. While my code compiles, I get an error displayed on the login screen:When extending a cache, cross references are not permitted: CustomerOEMods.Workflow.SOOrderEntry_Workflow -> CustomerOEMods.Workflow.SOOrderEntry_Workflow. The class definition for my workflow class is as follows:public class SOOrderEntry_Workflow : PXGraphExtension<SOOrderEntry_Workflow, SOOrderEntry>{}The definition of my graph extension of SOOrderEntry is:public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{}Are these definitions incorrect? I’m following T270 as it covers adding an action to the SOInvoiceEntry workflow.I’m not sure what I’m missing.

How to overide Approve button on Request(RQ301000) screen?

Hi All,I am planning to create a report using user-defined fields in the report parameters. My idea is that the user can select the desired fields from the report parameters and then click on "Run Report." The report will then be generated with only those selected fields and values, without including any other tables.Is this possible, or do we need to have predefined fields on the screens?Thank you.

We have a requirement to add a checkbox to the grid in Employee Time Activities. It needs to be enabled and editable and thus, persistable, when the activity is released.Standard SetEnabled in RowSelected does not work. Enabling the entire column in header also does not work. Overriding the original RowSelected event, where the row is disabled for released activities also does not work for some reason. Any ideas?

What could be the reason between a binary file in a package being different from the file that is published to the Bin folder?I had done a MD5 hash comparison and the file in the Bin folder (after publishing) differs from the file in the Package. The only fix was to download the file from the Custom Package Files grid and copy it to the Bin folder.Has anyone experienced this before? What could cause it?

I can no longer override the ConfirmPackage method when pressing the Confirm Package Action on the Pick, Pack, and Ship page (SO302020).  What method is being called now when that action is being selected?error 

Via a customization I have a Webhook that is trying to create a lead, but prior it try to find an existing contact or account with a matching phone number.In the UI when I assign an existing contact or Business Account to a lead a series of dialogs popup asking how best to associate the records.How do I deal with the dialogs? Some of them are multi step. 

I wanted to embed an External Images on the Report Designer, Is there a way to do it?

Hi,I have created a Database Script to increase the length of the PayItemCD field from 10 to 20, but I can't seem to find where to do this for the on-screen field shown below.I can type as many characters as I like into the Pay Item field, but once I click into another field, it cuts it down to 10 characters.I have updated the MaxLength property of the field, but that hasn't seemed to help.Is there another way to increase the length of this field?Kind regards,Andrew Enter as many characters as I want After clicking out of the field, text is shortened to 10 characters Max Length property set to 20 

View & DAC public PXFilter<TestViewDAC> TestView; [Serializable] public class TestViewDAC : PXBqlTable, IBqlTable {     #region      [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Total", Required = false)]     public decimal? UsrTestTotal { get; set; }     public abstract class usrTestTotal : PX.Data.BQL.BqlDecimal.Field<usrTestTotal> { }     #endregion     #region       [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Amount", Required = false)]     public decimal? UsrTestAmount { get; set; }     public abstract class usrTestAmount : PX.Data.BQL.BqlDecimal.Field<usrTestAmount> { }     #endregion } TS Codes:  Html Codes:  The compiled UI is not displayed, but the UI settings are gray. 

We are hosted on Acumatica’s platform, but we have two servers. I’m assuming (for lack of information) that this is a load balancing situation. We have two urls ourname and ourname-process. We are told it shares the same database. We were told we only need to install on the main server, so we install on that server. However, randomly, when we install, it causes issue. After install:Main server functions as normal. Process server:All pages are white when loaded. It loads the menus, etc. API connections to the server break with a 500 error. We can still login to the process server.I’m attaching a screenshot and the package that broke the process server. Again, it works fine on our dev server (same version), and it works fine on our live main - just breaks the production. 

Hi,I’m working on my first customization adding a new table / DAC with a foreign key linking to Customers.The need is to restrict the selection of the customer to only customers belonging to a specific class.This is what I currently have in my DAC definition for this field:  #region CustomerID [PXRestrictor(typeof(Where<Customer.customerClassID, Equal<Customer.customerClassID.Contains<"SPECIAL">>>), "Not a Special Customer")] [Customer] [PXDefault] public virtual int? CustomerID{ get; set; } public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { } #endregionI’m getting a “CS1031: Type expected” error on “SPECIAL”. I can’t find an example of creating a PXRestrictor condition that isn’t based around a boolean, null check or comparison to a value from a matching field on this DAC. Is there a way I can create this sort of hard-coded filter?Appreciate any guidance here.

Hello,Has anyone encountered the following - If I copy the Item Class name from different places it gives me different values and I’m wondering why, and which one is the appropriate one to use if I’m trying to use the Item Class name as a FILTER for my Ecommerce Export Filter.I have a class ID defined as such:: Now...if I copy the value from different places, I get the following ‘versions’: “PURCHASED -MISC”  (If I copy from the Stock Item Summary Screen)“PURCHASED_-MISC______ “ (if I copy from the Item Class)“PURCHASED MISC”  (If I copy from the Stock Item General Tab of the item).why does this happen?

Hi everybody.I’m trying to modify a GI but i cannot get it to work the way i want.what I want is for this column to be displayed as the "mold" column (with dashes) 

Most screens with grids have an option to import from an excel file.  Specifically I am talking about the SO entry screen below I have a customization where I customized and added an event handler on this screen and it fires fine when users are entering data in the grid.  But when they load records form file, it doesn’t handle.  Never fires the event from what I can tell.  I stripped it bare to see if the code was having an issue, but even the simplist code never fires as below:  protected void SOLine_RowUpdating(PXCache cache, PXRowUpdatingEventArgs e){    var row = (SOLine)e.NewRow;}But the same event fires when modifying the data in the screen. Any thoughts?  

Adding a Text box in a UDF on Invoices and receiving the error “Index was outside the bounds of the array”.I have many UDFs throughout Acumatica and not understanding why this can not be added. 

Upgrading a customization project from 23R1 to 24R1 I’m getting the following error:PrimaryKeyOf<MyDAC> does not contain a definition for BaseByHere’s the line of code.PrimaryKeyOf<MyDAC>.BaseBy<MyDAC.field1, Config>.FindBy(graph, field1);Is there a different namespace needed or has the BaseBy been removed. ThanksScott

I have create Process screen  I want to insert records in PXFilterProcessing view. But not able to insert records  

Hi I need to populate the value of the shipping terms field in the Customers screen into the sales order header in a custom field. How can I achieve this? This is my code so far.[PXDBString(100)][PXDefault(typeof(Search<Location.cShipTermsID, Where<Location.bAccountID, Equal<Current<SOOrder.bAccountID>>, And<Location.locationID, Equal<Current<SOOrder.shipToLocationID>>>>), PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName="INCOTERMS")]Please let me know if I’m implementing the right way, thank you!

Hello-I have a custom field that I am trying to transfer from GLTran (Journal Transaction) to PMTran (Project Transaction) when the native conditions are met to create a project transaction on release of Journal Transaction. The issue I’m running into is that that I can’t find a viable method to attach my logic to- I have tried FieldUpdated and RowPersisting on the RegisterEntryGraph to no avail- releasing the Journal Transaction does not trigger any of the events. Anybody have any suggestions on where to tie my logic to transfer this custom field from the GL to the PM? I’m thinking I might have to override the ‘Release’ of the journal entry.. which I would rather avoid if all possible because that adds more complication if the Journal Transaction was created from a separate module first.Thanks in advance!

The way I was thinking of doing it was to insert the key field FAAccrualTran.TranID into a new field I created in FATran.usrTranid, which would serve to link this with the GLTran or APTran table. The problem is that I would have to edit two processes, one located in FA303000 and another in FA504500. These are processes I have not been able to modify to add this logic. These processes are responsible for allowing a posted AP record to create a Fixed Asset with a transaction that is saved in FATran.The requirement is: To be able to have the amount in different currencies (Fixed Assets). The problem with the requirement is: The client's configuration leaves the FATran.GLTranID fields (a field native to Acumatica) as 'NULL,' and this configuration is non-negotiable, so I have to create this link myself, and therefore, the solution I came up with was that.

Hello, I am creating a processing screen that pulls in shipment records of the receipt type and running into a small issue when creating the BQL statement to do so. You’ll notice below I am trying to join an enclosed condition with the condition to check if the shipment is of the type receipt. I’m not entirely sure what to add inbetween the commas after the “Where<SOShipment.Operation,” as I can’t simply type “R” (value stored in SQL). Is there a way to go about this? public PXProcessing<SOShipment, Where<SOShipment.operation,, And<Where<SOShipmentExt.usrToTransfer, IsNull, Or<SOShipmentExt.usrToTransfer.IsEqual<False>>>>>> shipments;SQL:select * from SOShipmentwhere Operation = 'R' and (UsrToTransfer is null or UsrToTransfer = 0)Thanks,Adam

Hi. When the user inserts a line level record in the applications tab of the Invoices form I need to update one of my custom fields. I’m trying to update my custom field which is the UsrTotalCreditDue with a calculation of the values that i get from the two data views. In the code i am also printing the values to the trance. The values get updated in the trance but doesn’t update the field. How can i fix this ?Trace Values Customization Code