Develop Customizations

IntroductionI am excited to share with you the Acumatica Business Events and their powerful capabilities for automating business processes through configuration. Typically, Business Events are utilized to trigger various actions such as Email notifications, Import Scenarios, and Mobile Push Notifications. However, during my recent exploration, I came to know that we can also invoke custom code alongside these notifications.In one of my projects, I encountered a unique requirement that I would like to share with you today. The scenario involved sending an email notification while simultaneously executing custom code to update specific details in custom tables. To achieve this, we can leverage the flexibility of Business Events by incorporating our logic within a custom subscriber. By doing so, the Acumatica framework seamlessly handles the functionality, eliminating the need to write the logic within the Confirm Shipment button or other areas.By taking advantage of Acumatica Business Ev

Hi all, I have this formatting for the Customers PL/GI -- if a customer status is One-Time, then highlight the row red: =Iif ([Customer.Status] = 'T','red20', 'default')But I would like a similar formatting in all Customer selection dialogs, like in the screenshot below. It would be great for our customer service reps to see One-Time customers highlighted red in dialog selections:Do I need to accomplish this with a customization? Is this where I do it?Thanks for any suggestions/pointers, this is all new to me! :D

We’d like to have an email sent with project details upon activation of projects for certain customers.  Does anyone know how we could do that?

How can we override convert to opportunity action in lead. because when convert I want to copy some data to opportunity.

A lot of the goods our company sells are TLKs - Top Level Kits, essentially bundles of items that are purchased and stocked separately, this means that a lot of the goods we actually sell are non-stock items, made up of various stock items.I want to make a screen that shows the TLK and it’s components in an easily readable fashion. Ideally, the screen would look something like:[row 1] TLK1 Description price etc[row 1.1] component1 Comp1Description etc[row 1.2] component2 Comp2Description[row 2] TLK2 ~~~[row 2.1] ~~~and it would repeat that for each item. If the item is a TLK then underneath it it would have extra rows showing details about all of its components. Basically, like a join between InventoryItem and INRelatedInventory, but being able to access all the data from both the TLK and its components. I’m pretty new to customization projects, and this is my first time attempting to make a new screen with one, so any help would be appreciated. Acumatica doesn’t seem to let you put a

 Hello! I am new to customization so I apologize if any of this is hard to follow or a strange approach, I am actively learning and very open to input.  Also, please ignore the title as my original post was a bit of a rabbit hole question regarding a misstep I took in solving this issue. My issue is in regards to seemingly hidden business logic that I cannot make sense of. I am currently attempting to add a contact selector to the Shipment (SO302000) that allows me to select a contact and updates the Ship-To-Contact area of the form. In my graph extension, the fields under the ship to contact area are getting updated by those of the contact I choose in the top right. However, this interaction only works when the "Override Contact” checkbox is ticked. I attempted to remove the checkbox, however that makes the fields in this area all permanently disabled. I am confused by this behavior as it seems to me like removing the checkbox should remove the enable/disable behavior of this area, bu

Hi,I need to remove this Inserted cach while keeping the Updated cach as it is.Is there any way to achive this?Thanks.   

Hi everyone!I have a custom popup and I need to clear view’s cache on the popup closing (after clicking on the close button). is it possible to track the window close event?I also found the OnClosingPopup attribute, does anyone know in which cases it is used?[PXButton(OnClosingPopup = PXSpecialButtonType.Cancel)] 

we upgraded the version from 22r2 to 23r2. after rebuild the solution while try to open in browser for login page getting the following error.  

Hi there, I am trying to override the address line 1 on Shipment screen by defaulting it to the User Defined Field selection (pointing to Customer table). However, when I got this error when I try to test it: Below is my DAC as well as code for your reference:DAC:using System;using PX.Data;using PX.Data.BQL;using PX.Objects.SO;namespace PX.Objects.SO{ [Serializable] [PXCacheName("SOShipmentKvExt")] public class SOShipmentKvExt : IBqlTable { public abstract class recordID : BqlGuid.Field<recordID> { } [PXDBGuid(IsKey = true)] public Guid? RecordID { get; set; } public abstract class fieldName : BqlString.Field<fieldName> { } [PXDBString(50,IsKey = true)] [PXUIField(DisplayName ="Name")] public string FieldName { get; set; } public abstract class valueNumeric : BqlDecimal.Field<valueNumeric> { } [PXDBDecimal(8)] [PXUIField(DisplayName = "Value Numeric")] public decimal? ValueNumeric { get; set; } public abstract class valueDate :

If you’re like me, you don’t enjoy typing out long BQL queries, or writing all the boiler plate code for a new DAC, with all its properties, abstract classes, and attributes.Here’s a little tip I’ve discovered to save me a lot of time there.This is one of the very positive uses for ChatGPT, and writing boiler plate code is something it is quite good at, if you use a GPT that has been trained specifically for Acumatica. This is NOT a sales pitch, but on the GPT store, you can get the Acumatica Developer Assistant GPT (by Evan Trowbridge). The usage is throttled, but you can still use it a few times per hour for free. It is substantially more accurate than regular ChatGPT. A simple prompt with a few instructions can get you most of the code for a DAC in a few seconds. You’ll still need to make some adjustments, but this will get you 95% of the way there.Here’s a small example. I will probably refine my prompt so I can add more information to it and have the resulting code more complete,

There are three tenants in our Acumatica Instance. For the purpose of creating a SQL view, we used the below DB Script.create or alter view ardiscountView asselect ROW_NUMBER() OVER(ORDER BY Usrdiscountcoden ASC) row,RefNbr,TranType type,Usrdiscountcoden discount,sum(CuryDiscAmt) amount from artran where Usrdiscountcoden is not nulland CompanyID=2group by RefNbr,TranType,UsrdiscountcodenBut in here we had to hardcode the CompanyID. But we want dynamically pick the CompanyID depending on the current tenant. If you can provide a way to perform this it id highly appreciated.  

I have 2 tenants in one Acumatica instance, one is for testing and the other one is the live tenant.When I publish a Customization Project in test Tenant I can see the same changes in Live tenant as well.I don’t want this to happen. Is there something that I have to anything specific to handle this?Can anyone advise me on the best practices of publishing customization projects?Thank you.

Hi,I have a requirement in Acumatica to retrieve the system time when a user saves a form for the first time. I need to use this system time to perform a calculation and update a field value on the same form. Is there a method to get the system time in Acumatica? If so, could you please provide detailed steps or guidelines on how to achieve this?Thank you in advance for your assistance!

Hi All,I’m just getting started with the Test SDK, and I’m following the starter guide on GItHub (Acumatica/Test-SDK-Starter-Guide (github.com)) , but I cannot get past the “Could not read configuration file: Illegal characters in path.” error.  I updated the command line to point to the config file, I’ve downloaded the original project multiple times, but I keep hitting the same issue.Feel like I must be missing something simple.Error and Parameter shown in below screenshots. 

I want to add the address field to the selectors commonly used on the Contacts, Leads and Opportunity tables. I have to join the address table to make this happenI looked at this post, but don’t think it will allow me to join the additional table.Is there a way to add Contact.displayName to the columns in the Selector for the Customer Lookup in an SO? | Community (acumatica.com) It's a large effort to modify every field using a Contact, Lead or Opportunities to add this join and additional column, is this the only way? This is the code I am using for the Contact table ContactId field. it looks to work in most cases however when navigating to the contact screen from an opportunity when clicking on the contact field edit button (the pencil button) I get the following error.“Conversion failed when converting the nvarchar value 'Leif' to data type int.” Leif is my name, so that is a clue.     #region Contact_ContactID_CacheAttached [PXMergeAttributes(Method = MergeMethod.Merg

Can I make a button to call a popup whose contents are the designer's report, which I made previously? and the report parameters or filters are filled in via the action button method in pxgrap ?

I want to change the sort order when printing checks from RefNbr to Vendor AcctCD.  In my override, I am adding one additional line to the select statement.  If I use the original code, it works normally.  If I use my code which only adds this line to the statement: OrderBy<Asc<Vendor.acctCD», the process screen “resets” after you select the payment method “Check”.   public class APPrintChecks_Extension : PXGraphExtension<PX.Objects.AP.APPrintChecks> { [PXOverride] public virtual IEnumerable GetAPPaymentList() { //Original //var cmd = new PXSelectJoin<APPayment, // InnerJoinSingleTable<Vendor, On<Vendor.bAccountID, Equal<APPayment.vendorID>>, // InnerJoin<PaymentMethod, On<PaymentMethod.paymentMethodID, Equal<APPayment.paymentMethodID>>, // LeftJoin<CABatchDetail, On<CABatchDetail.origModule, Equal<BatchModule.moduleAP>, // And<CABatchDetail.origDocType, Equal<APPayment.docType>, // And<CABatchDet

Hello I’m trying to update SalesOrder PurchasingDetails through this url: PUT method https://gtp.acumatica.com/entity/DefaultEndPoint/23.200.001/SalesOrder/?$Expand=Detailsusing this script:{    "id": "91bdadf9-ef21-ef11-835e-06ae6affe5a5",     "Details": [        {            "id": "c5ce115a-f021-ef11-835e-06ae6affe5a5",            "PurchasingDetails":            [                {                    "POOrderType":{"value":"SO"},                    "POOrderNbr":{"value":"Code-000396360"},                    "POOrderLineNbr":{"value":1},                    "Selected":{"value":true}                }            ],            "VendorID":{"value":"V10156"}        }                     ]    }i getting this error message: "innerException": {            "message": "An error has occurred.",            "exceptionMessage": "Purchase Order Line (Order Type = SO, OrderNbr = Code-000396360, LineNbr = 1) cannot be found in Purchasing Details for Sales Order line (LineNbr = 1).",            "exceptio

Hi,I need to create a field in Acumatica that automatically updates its value based on the input of other fields. Additionally, this field should also be manually editable by users. Is it possible to achieve this in Acumatica? If so, could someone please provide detailed steps or guidelines on how to implement this functionality?Thank you in advance for your assistance!

Hi, is there a way we can add the “TaskTotal.Curyxxx” to Projects GI?  

Hello, is It possible to add other field on the screen IN401000 as new filter that doesn't exist in the list of fields proposed in customization? Thanks.

I’ve been learning how to create screens from scratch using the new UI framework, and so far I’ve created a simple maintenance screen and a basic Inquiry screen.The maintenance screen is working just fine and the Inquiry screen is also working as expected except for one peculiar issue that I need help with that doesn’t even seem related to the new UI.(I’m suspicious I may be overlooking something obvious, but the solution has eluded me!) I am aware that the new UI is not ready for production use - I’m just trying to learn what I can so I’m ready for it!The inquiry screen is built on a simple projection DAC and combines information from SOOrder, SOLine, and SOLineSplit.The header of the screen has 2 filter fields.Inquiry header filtersThe “Only Show Completed Lines” filter is working correctly and when selected, only lines with an order status of “Completed” are shown.The “Warehouse” filter returns 0 records when a filter value is entered. No Matching Records FoundI’ve shared screenshot

On the Purchase Orders Screen (PO301000), I’m trying to extend the View responsible for populating the Details Tab. Specifically, these details are made up of Purchase Order Lines (POLine) which each have an InventoryID, which is the identifier for an InventoryItem. I want to be able to add data fields from the Inventory Item to this View in order to be able to add them to the Details Tab Grid. Does anyone know how to do this? Below is my attempt to override the original PXOrederedSelect responsible for creating the Data View that populates the Details Grid. I add the PXOverride and the LeftJoin logic, but everything else is the original code.[PXOverride] [PXViewName(Messages.POLine)] [PXImport(typeof(POOrder))] [PXCopyPasteHiddenFields(typeof(POLine.closed), typeof(POLine.cancelled), typeof(POLine.completed))] public PXOrderedSelect<POOrder, POLine, LeftJoin<InventoryItem, On<POLine.inventoryID, Equal<InventoryItem.inventoryID>>>,

Hello, I have created a workflow action in screeens FS300200 with a dialog boxes associate to it. The dialog box is working well on web browser both on computer or mobile. When i use the mobile app, the screen dont show or is shown empty if the action “the Expose to Mobile” is cheked.Preview of the dialog box In customization project > mobile application, i have added an update FS300200. My issue is i dont see the dialog boxes created for the screen in the WSDL schema so the container is incorrect. Is there a way to have accces to those kind of dialog box or i will need to create a custom smarth panel for mobile? Code in mobile APP (I have try the container where is see my field)update screen FS300200 {  update container "AppointmentRecords"{    add containerLink "Attributes"    add recordAction "SurveyToDo" {      redirect = true      redirectToDialog = "FS300200D6"    }  }    add dialog FS300200D6{      type = FilterListScreen      openAs = Form      add dialogAction "Ok" {