Develop Customizations

CASE :   Let's say we have attached a File on a Vendor.Process: 1. Create PO 2. More Options > Click On Email Purchase Order3. The File attached in the Vendor, should be displayed on the Email Activity Screen WHAT WE IMPLEMENTED :you can refer to the code mentioned below ISSUE WITH THE CODE :The implemented Code is that when we Create an Activity, it is not being attached on the first Time.But when we Create an Email activity for the Second Time for the Same PO, it is  Attached.We tried implementing Row Inserted, Row Persisted Events,  but the Event is not hitting when the email activity is Created. WHAT WE NEED HELP WITH :To fetch the files attached to the vendor, in the First Go Code we Implemented:  Image 01 Image 02 

Hi Team,I have customized a screen and action button to insert list of records into my custom table. I can able to insert single record at a time, but array list fails. Could you please provide me the correct JSON format for inserting array of records.I tried the below format but it’s not working.[    {    "ScannedId": "14",        "ShipmentNbr": "SDO592042",          "LineNbr": 1,        "Quantity":  1.000000    }, {    "ScannedId": "15",        "ShipmentNbr": "SDO592042",          "LineNbr": 2,        "Quantity":  1.000000    },]   Regards,Ramya

I added a new column to the grid in the "Prepare Replenishment" screen (IN50800) please refer the image below: Please note that I have marked the column header which is added as a custom column.Please refer the code below:namespace PX.Objects.IN.S{ public class INItemSiteExt : PXCacheExtension<INItemSite> { public class ProgNameAttributeID : BqlString.Constant<ProgNameAttributeID> { public ProgNameAttributeID() : base("PROGNAME") { } } #region UsrProgramName [PXString(255, IsUnicode = true)] [PXUIField(DisplayName = "Program Name")] public virtual string UsrProgramName { get; set; } public abstract class usrProgramName : BqlString.Field<usrProgramName> { } #endregion }}Graph extension:namespace PX.Objects.IN{ public class INReplenishmentCreate_Extension : PXGraphExtension<INReplenishmentCreate> { #region Event Handlers protected void INReplenishmentItem_RowSele

Has anyone created a customization to automatically attach files to an invoice? We need a solution where we can attached service order reports to SO invoices upon emailing. Someone submitted an idea on this matter 2 years ago, with several upvotes, but Acumatica hasn't acted on this yet.  

I added a custom field UsrHoldForPaymentProcess to the Bills and Adjustments screen.  This field gets created in the APRegister table.  It is a checkbox to indicate that we do not want to show this bill on the Approve Bills for Payment screen. On the Approve Bills for Payment screen, I want to only show Bills that do not have the UsrHoldForPaymentProcess field set to true.One problem I see is that the select statement for the Approve Bills screen pulls from APInvoice, not APRegister. To adjust what gets displayed in the grid, I want to override this method in the APApproveBills graphprivate static Type getAPDocumentSelect(bool groupBy = false) I cannot seem to get the override correct as I get an error that the signature does not match.public delegate Type getAPDocumentSelectDelegate(bool groupBy = false);[PXOverride]public static Type getAPDocumentSelect(bool groupBy, getAPDocumentSelectDelegate baseMethod)  I tried to do what would seem like the EASY approach by adding a Where to the

Hey Guys, Summary:We are experiencing an issue with saving changes made to the Project Attributes (attributes section of the PM304500 screen) when they have been modified. The goal is to save the changes automatically when a project attribute is updated. However, attempts to implement this using the PXLongOperation class have not been successful, and we encounter the error "The record could not be saved".Detailed Description:We have implemented a customization for the PMQuoteMaint graph to save changes to project attributes automatically when they are modified. This involves setting a flag when an attribute value changes and then attempting to save the changes using a custom action with PXLongOperation.Despite various attempts, the save operation fails, and we receive the error "The record could not be saved". Below is the code we have used: using System;using System.Collections;using System.Collections.Generic;using System.Linq;using PX.Common;using PX.Data;using PX.Objects.CS;using P

Hi All,New in-house data engineer here...I am working on a customization that deals with categorization and tax compliance. Our company has tax categories that are added and removed regularly, so I have made a dynamic SQL script that can reflect these changes in a view.Is it possible to re-generate the DAC from this view without a republishing the customization with the new code? Is it possible to call the method behind the ‘Generate members from database’ directly?If so, will the SQL and the C# that define the view and the DAC be run whenever someone requests the G.I., or do I need to add code to the customizations that define the updates and imports to regenerate the SQL View and DAC right away? Thanks,Aaron

Hello,We have a custom processing/inquiry screen that is meant for mass entry and processing of integrated data. When I put the endpoint together, I am getting the following warning for both the processing filter fields and the row fields. Is there any reason this would be occurring? I get the gist of it, but I am not able to put two and two together for how to fix. I looked at a similar screen (SalesPricesInquiry) and was able to have a successful PUT request by specifying the filter and then entering in a new row(s) as a sub array object. When I try to do the same on this screen, none of my header nor row level fields are returned and nothing is created but I get a 200 response. I can post details of the request/response in this thread, but I have a feeling it has something to do with how the screen was coded itself if I am getting the error on the endpoint definition- perhaps an attribute that is missing on the view or graph.. Any help would be greatly appreciated!

Before I completely remove the 2024R2 Preview instance that I’ve working on and start over, I want to share the issues I’ve run into to see if anyone can point me in the right direction and save me some time and frustration. A decent amount of information can be found from different developers on enabling the modern UI on the earliest version of Acumatica where it was available. However, I’ve found very little in regards to working with it in 24R2. I don’t know if there are differences on not.I realize the new UI is not for production use, but I’m following the instructions from the Acumatica documentation and various blog posts to learn what I can about it so that I’m ready when it’s released for production use. Here’s where I’m at, what I’ve tried, and what I’m stuck with.My instance is running 2024 R2, Preview Build 24.191.0155 When I installed it, I checked the “install nodejs” checkbox and had the below folder at the site root.However, it didn’t actually appear to be installed.I e

One area of Acumatica that causes frustration is the ability to connect files across related transactions. For example... Sales Order Line → Production Orderor Sales Order Line → Service Order → Appointment The current ability to “link” files manually through the transaction itself is a bit of a chore. Anybody know how difficult it would be to build a function to relate files to specific entities through the file maintenance screen? Has anybody achieved this before?Currently the file maintenance screen lists related entities, but I would like to be able to link entities through the NoteID from this screen so that I can automate the linking of files across related transactions through import scenarios.Anybody achieve this type of customization before? 

Hello all,I have a custom field, similar to stock item description in the stock items screen and I am looking to fetch the value from the custom field to my PO screen under the details tab. I have a new field added under the details tab & now want to display in this. How can I do that?Thanks in advance.

I need to create a method that is triggered by a button. I already have the button mapped, and I just need to complete the function, but I've encountered some complications.For example, I want to filter only the ones marked in red to show only '6', and if I press again, it should return to its original state. This data is in string format. [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "FilterGoformz")] protected void filterGoformz() { //Logic }Thank you for your attention

Hi Acumatica, I am in a bit of a pickle regarding a custom field that I have created for our client on the Project Transaction Details screen (PM401000). I have created this field via the Data Access class section in a customization project editor for customization  called APPSPOForProjects. After creating the custom field called "UsrPONumber" I converted the DAC field to an extension library and created an extension library on my local machine in order to reference the field in my business logic for graph "TransactionInquiry".  Afterwards I published the customization and the field was available to be added to the aspx of the PM401000 screen. During this whole process I was trying to play with Github Desktop as a source control option and was having trouble so I deleted the extension library and created the field again in another DAC extension. I did exactly the same as before by creating a new Extension Library on my local machine and I deleted the old extension library and any refer

Hi, I’d like to extend the InventoryAllocDetEnqResult DAC which provides data to the grid on the ‘Inventory Allocation Details’ screen.I’ve used the following code to extend the DAC and extend a method on the graph.public class InventoryAllocDetEnqResultExt : PXCacheExtension<PX.Objects.IN.InventoryAllocDetEnqResult>{ public static bool IsActive() => true; #region UsrUOM [PXString(10)] [PXUIField(DisplayName = "UOM")] public virtual string UsrUOM { get; set; } public abstract class usrUOM : PX.Data.BQL.BqlString.Field<usrUOM> { } #endregion}public class InventoryAllocDetEnq_Extension : PXGraphExtension<PX.Objects.IN.InventoryAllocDetEnq>{ public delegate IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecordsDelegate(); [PXOverride] public IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecords(CalculateResultRecordsDelegate baseMethod) { IEnumerable<InventoryAllocDetEnqResult> p = baseMethod(); foreach (InventoryAllocDetEnqResult

Yes, I’m having the same problem I had here:I have the simplest processing screen and I cannot get the delegate to fire.  If you select an item and click Process, it DOES SOMETHING, but the delegate does not fire.When I select the first item in the list and click PROCESS, the screen changes and shows just the item I selected:I used a PXProjection and added a selected checkbox to the INKitSpecHdr tableusing PX.Data;using PX.Objects.IN;using System;namespace Cummings{ [Serializable] [PXCacheName("INKitSpecHdrProjection")] [PXProjection(typeof(Select<INKitSpecHdr>), Persistent = true)] public class INKitSpecHdrProjection : IBqlTable { #region Selected [PXBool] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] [PXUIField(DisplayName = "Selected")] public virtual bool? Selected { get; set; } public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { } #endregion #region KitInventoryID [PXDBInt(BqlField = typeof(INKitSpecHdr.kitInventoryID))] [

Hi all,After configuring as above, but PROCESS ALL  not filter data in condition and filter values.I haven't found the cause yet. Has anyone encountered this problem, please help me!Thank you.  

Hello. I want to create a dataview in my customization in order to get these data.In the invoices form, From the credit memo type i want to get its detail total and then go to the application tab and select its invoice and get the Amount from the invoice in the Invoices and Memos form.I need the detail total from this credit memo And then i will go the applications tab and go to its invoice.And from the Invoice form i need to get its Amount.How can i write this into a query where i can create data view for my customization?I have created this relationship joinin using the report builder for my report but i am unable to come up with the written query for this. Please help!JOIN 1JOIN 2I simply need the written dataview query of the two joins. Thanks in advance.

I am having the following popup when trying to access the customization project screen.“The current user does not have access to the AU201000 screen”We are having trouble locating the authorization needed to access this area.Anyone have any ideas.Thanks

This seems like a simple task, but I haven’t been able to find instructions that have worked.I have an inquiry screen with a simple Filter DAC for the header and a Details DAC for the grid.The grid contains a column “Commission”, and I need a summary field to display “Total Commission” either in the header or on the grid footer.I’ve found an article Calculating Grid Totals on an Inquiry Form - Acumatica Developers Blog and followed the last (most advanced) example and I’m still getting inconsistent results when I have a mixture of header filters, shared filter tabs, and ad-hoc user filters applied.I’ve been working on this for a few days and trying many different things, but always with mixed results.If nothing else works, I’m willing to consider adding an action button that has to be clicked to refresh the total.In a regular Generic Inquiry, a summary field can be defined for the footer, and the column total will reflect the total for all records in the grid view, regardless of how fi

Good day,I am having an issue making available a custom field on the grid of Bills and Adjustments. I made the field available for the Workflow and I added an Event that has worked for me on other projects, but this time is not working properly. Even if I have PXUIFieldAttribute.SetEnabled the field is not available after closing a bill, but if use the line Base.Transactions.Cache.AllowUpdate = true then it will make available the custom field plus some other Acumatica fields that should not be available when the bill is closed, How can I make only my custom field available? protected virtual void _(Events.RowSelected<APTran> e, PXRowSelected baseHandler) { APTran line = e.Row; if (line == null) return; APTranExt fieldExt = line.GetExtension<APTranExt>(); if (fieldExt == null) return; baseHandler?.Invoke(e.Cache, e.Args); //Base.Transactions.Cache.AllowUpdate = true; PXUIFieldAttribute.SetE

 Hello all,I am getting the below error when I upgrading any of my libraries from 2023R2 to 2024R1 (24.104.0008). I have tried reinstalling the 24R1 but still have the same error. Any help is appreciated.Could not load file or assembly 'System.Security.AccessControl' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Stack Trace: [FileLoadException: Could not load file or assembly 'System.Security.AccessControl' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)][FileLoadException: Could not load file or assembly 'System.Security.AccessControl, Version=6.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)] System.Reflection.RuntimeAssembly._nLoad(

For these specific DACs:ARInvoice, ARPayment, ARCashSale, PMProject, PMQuote and PMTranI need to figure out how to hard-code around the existing lookup on the CustomerId or BaccountId (whether attribute based or uses PXSelector) to exclude or restrict selection of customers that are parent customers. eg.  exists (Select ParentBaccountId from Baccount where ParentBaccountId = this.BaccountId)I’m not sure how best to accomplish this.  My first thought is add a computed field (non-persistent) to Customer or BAccount called IsParent that runs the above query to return a boolean.  Then use that in PXRestrictor wherever we need to prevent the selection of these customers. Unfortunately, it doesn’t look like I can make it generic by creating my own attribute as it appears there are different attributes and methods on these foreign keys already being used.Any ideas?

How do I enable locked fields, like we used to in Automation Steps? I’m seeing it’s under Customizations now, but I am not seeing a useful walkthrough on this. I want to unlock a date filed on the SO Header when a shipment is created. 

My processor works on the payment and transaction screen but on the Salesorder screen i am getting this error.Would someone be able to advise?

Hi,I have added a selector field (Location) in the Lot/Serial Nbr field in the Sales Order line details form as per the screenshots. This item has the same lot number in different locations under the same warehouse.  Follow the navigation below.The system cumulatively shows information based on the lot number. I need to see on-hand information with different locations as per the screenshot. The expected result should be as follows: the system should not accumulate the values and should display all the same lot number information for different locations.The above screen 21 onhand qty should be split.------------------------------------------------------------------------------------------------------------------------I found the following configuration steps. I am not sure exactly how to apply them.Can someone help me resolve this? Detailed Implementation1. Modify the Data Retrieval QueryEnsure the query fetches lot numbers with their respective locations and quantities.sqlCopy codeSELE