Develop Customizations

I’m trying to override the GetRequiredPrepaymentEnabled method on the CreatePaymentExt graph extension.I’ve multiple methods, but have not been able to get it to work so far. Heres a screenshot showing ,my latest attempt.  

Hello,How can I programmatically pass data to the Additional Filtering tab in a report?”The columns highlighted in the screenshot are as follows:”Is there any sample code or any screen like this in base screens?Thanks.

my pxselector like this: [PXSelector(typeof (Search<ARDeliveryHeader.refNbr>), new System.Type[] {typeof (ARDeliveryHeader.timeDeliver), typeof (ARDeliveryHeader.stauts), typeof (ARDeliveryHeader.deliver)})] and data access class like this[PXDBTime(DisplayMask = "t", UseTimeZone = false)][PXUIField(DisplayName = "Time Deliver")]public DateTime? TimeDeliver { get; set; }

this is my code in open opportunity screen. I can get on screen but it doesn’t save until change value in ui. if I don’t change any value on screen and leave the screen, the data is gone 

Overview IsActive Purpose and Usage Scenarios IsActive Performance Improvements New DAC Fields New Graph Event Handlers, Actions and Views Overrides of Existing Graph Members Acuminator Support for IsActive Method PX1016 Diagnostic PX1056 Diagnostic Code Map Support Constantly Active Extensions Disabling Graph Extensions Hierarchy IsActiveForGraph MethodHi everyone,In this post I will attempt to explain why and when IsActive method is needed in DAC and graph extensions, and how it can simplify the developer's life and improves performance of your code. The post is largely based on the articles from Acumatica Help Portal: IsActive in graph extensions: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=cd70b408-b389-4bd8-8502-3d9c12b11112 IsActive in DAC extensions: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=9ca4cca5-a46c-4dda-af09-8cb8b0793c34Overview Let's start with a short reminder of what the IsActive method is. It is a special public static method

Hello all, I have a scenario that I need to override a method which is used inside a Transaction Scope in the loop. Assume the method I am going to override is public virtual GLTran TheMethod(Batch batch){ //Do stuff return tran;}The way the method is called is public virtual void TheReleaseDoc(JournalEntry je){ // Some loops and stuff here foreach (Something) { // Do more stuff GLTran tran = TheMethod(je.BatchModule.Current); je.GLTranModuleBatNbr.Insert(tran); } // More loops and stuff here}I know I can initiate a new graph instance or use EntityHelper and then from the created graph instance access the viewes or methods BUT what I need is to access the same instance of the graph “je” from “TheMethod” to insert a copy of the “je.BatchModule.Current” and “je.GLTranModuleBatNbr.Insert(tran)” from inside “TheMethod”.Is it possible to access a data record current instance of Cache and Graph? If yes, how can I do that?

Hi We have requirement to insert the record in the Multiple Production Clock Entry screen from the other custom action. When i try to create the clock entry we are getting the below issue.Here is the code i tried to insert the record, could you please help me.public PXAction<POClockINFilter> ClockIN; [PXUIField(DisplayName = "Clock IN", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] [PXButton(CommitChanges = true)] public virtual IEnumerable clockIN(PXAdapter adapter) { MultipleProductionClockEntry ProdClockEntrtyGraph = PXGraph.CreateInstance<MultipleProductionClockEntry>(); AMClockItem aMClockItem = (AMClockItem)ProdClockEntrtyGraph.Document.Cache.Insert(); aMClockItem.EmployeeID = 2892; AMClockTran newTran = (AMClockTran)ProdClockEntrtyGraph.Transactions.Cache.Insert(); newTran.ProdOrdID = "AM000048"; newTran.OperationID = 2; ProdClockE

Hello,Please ignore my previous post where I thought this was solved.  It’s not solved, and is still an issue. I have a screen that has a single View where I need to use the IsInSubSelect.  I’ve reduced my query down to the absolute basics.  When the page loads, the query results are rendered as expected, but if you click the grid’s refresh icon, you get a BQL validation error (full error below).Here is the query, reduced to about as simple as I can possibly make it - where it selects SOOrders from a list of order numbers:public SelectFrom<SOOrder> .Where<SOOrder.orderNbr.IsInSubselect< SelectFrom<SOOrder> .InnerJoin<SOLine>.On<SOLine.orderType.IsEqual<SOOrder.orderType> .And<SOLine.orderNbr.IsEqual<SOOrder.orderNbr>>> .SearchFor<SOOrder.orderNbr>>> .View Orders;As mentioned, when the screen is first loaded, the query runs as expected.  If you se

I would like to add the escalation button on to our company’s self-service portal. Is there a form in the ERP to activate the button so that it appears and functions in the portal or do I need to code the button and its functionality in a customizationThese are the current buttons available.  

Does anyone know if there is an option to rearrange the order of the items in an Action Menu?On the Process Shipments screen in Receivables, we want to rearrange the order of the items in the Action Menu to match our process order.  

Hi,I was thinking if there is a way in acumatica to add a custom field that will store a web address and that somehow on the screen the user can click on it and take it to the site.I was going through each of the acumatica screens but I have not found examples, only some similar functions at the grid level.If anyone has the knowledge or some guidance on how to do it or if it is feasible to do it in acumatica, I would appreciate it very much.

While publishing customization on multiple tenant getting below error, in acumatica 24R1(version 24.100.139)Error:- PX.Data.PXUndefinedCompanyException: A proper company ID cannot be determined for the request.If I have published single tenant then its published successfully. we are creating numbering sequence and Provide permission to Roles on master data pluginPlease find code that I have written in Master data plugin and I am executing below method from UpdateDatabase method of master data plugin.Its working fine on acumatica 23R2 version.  GenerateNumberingData Method for generating numbering sequence for my customization screen Code:-  NumberingMaint graph = PXGraph.CreateInstance<NumberingMaint>(); //string file = Path.Combine(rootFilePath, EWPMConstant.NumberingCSVFileName); //List<EWPMNumberingDTO> numberingList = EWPMCSVHelper.ImportCSV<EWPMNumberingDTO>(file, null); List<EWPMNumberingDTO> numberingList = EWPMMasterDataHelper.GetPMN

Hello colleagues,I am implementing event handler for StockItem to force User must enter value for selector Weight UOM. The field Weight UOM doesn’t have red red icon on the left of labelusing the following code:protected void InventoryItem_RowPersisting(PXCache cache, PXRowPersistingEventArgs e) { var row = (InventoryItem)e.Row; if (row == null) return; if (e.Operation == PXDBOperation.Insert) { if (string.IsNullOrEmpty(row.WeightUOM)) { var fieldDisplayName = PXUIFieldAttribute.GetDisplayName<InventoryItem.weightUOM>(cache); var localizedErrorMessage = PXMessages.LocalizeFormat("Field {0} can't be empty", fieldDisplayName); PXUIFieldAttribute.SetError<InventoryItem.weightUOM>(cache, row, null); cache.RaiseExceptionHandling<InventoryItem.weightUOM>(e.Row, row.WeightUOM, new PXSet

I’m sorry if I am asking a question where there is already info on this forum.  I am trying to search to find out if there is any documentation for development in the new UI.  When I search, I mostly get posts from 3 years ago because this is the second time Acumatica made reference to a “New UI”.I seriously cannot find anything except for this article.  Anyone out there trying to migrate their customizations into 2024 new UI?  I’ve also been asked by people at the company I do customizations for how they are going to be able to make changes to a screen in the new UI since they don’t have access to the web server.I have to be missing something obvious that will make me feel stupid for posting this...

Hi,We just got a new 23 R1 sandbox to test so we can migrate to that but some of the customizations not getting published and throwing different errors: Customizations were built on ERP 2021 R1 and now moved to 2023 R1 Errors are likeAcuAddonsBase.dll Failed to resolve type reference: PX.Objects.GL.GLTran/reclassifiedWithTranDate declared in PX.Objects, Version=1.0.0.0, Culture=neutral, PublicKeyToken=nullAcuAddonsCommon.dll Failed to resolve type reference: PX.Data.PXMacroManager declared in PX.Data, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b136cac2f602b8eAcuAddonsCommon.dll Failed to resolve method reference: PX.Data.PXMacroManager PX.Data.PXMacroManager::get_Default() declared in PX.Data, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b136cac2f602b8eAcuAddonsCommon.dll Failed to resolve method reference: System.Object PX.Data.PXMacroManager::TryResolveExt(System.Object,PX.Data.PXCache,System.String,System.Object) declared in PX.Data, Version=1.0.0.0, Culture=neutral, Pub

Hello All, I am in need to make a piece of code generic to dynamically find and search in the Graph’s PrimaryView. If I am to strongly type my graph type and then perform search it just works file. for examplegraph.Document.Current = graph.Document.Search<APInvoice.noteID>(refNoteID);but if I want to make it generic so the platform searches in my PrimaryView then .Search is not recognized. This is what I am doinggraph.Views[graph.PrimaryView].Cache.Current = graph.Views[graph.PrimaryView].Search<NoteField>(refNoteID);Any idea how to convert my static search method to a dynamic version that searches in the PrimaryView of the graph?

All:I have a grid with a PXSelector in one of the columns.  When I pick an item from the selector, the selector has 5 columns in it.  I want to get the value of one of those columns that is not the value that will be stored in the field when the value is selected and then store it in an additional field in the grid. In other words, I pick a value from a selector, and the key value goes into the field with the PXSelector and the value from Column 3 of the selector goes into a different field in the grid.Is this possible?Thanks,Ryan

I have an email template that I would like to send that summarizes the days shipments. Is there a way to group by shipment nbr but still show the lines? Something like: ShipmentNbr1Line1 Line2 ShipmentNbr2Line1 Line2 

Hi,Im building payment processor plugin. I added single parameter APIKEY to the pluginBut for the function CreateProcessor parameter settingsValues is always null. Any suggestion why and if there is any way to fix?public T CreateProcessor<T>(IEnumerable<SettingsValue> settingValues) 

Hello Everyone,Is it possible to increase the size of the AttributeID and ValueID fields on the Attribute screen? What impact will it have if we increase the field length? I tried with the script, but got the below issue 

Hi,In the Opportunities screen, a client is wanting to have the CloseAsWon action triggered automatically when the Stage field is set to Won. The code below is how I have tried to set it up, but all it does is trigger a Save and nothing else happens.Is this kind of functionality possible? If so, how would you recommend setting this up?Let me know if I can provide any other information.Kind regards,Andrewprotected void CROpportunity_StageID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (CROpportunity)e.Row; if (row == null) return; // Check if the new value of StageID is "Won" if (row.StageID == "W") { //Trigger the "Close As Won" action TriggerCloseAsWonAction(); } } private void TriggerCloseAsWonAction() { var closeAsWonAction = Base.Actions["CloseAsWon"]; if (closeAsWonAction != null) { closeAsWonAction.Press(); } } 

I have an unusual use case.I add a button to the Appointment screen (FS300200) that allows the tech in the field to pull up a web form which is a checklist that they are to run through with the customer while on-site. I am doing this via the PXRedirectToUrlException:  // Everything is gathered up. Time to send it var redirectException = new PXRedirectToUrlException(fullURL, PXBaseRedirectException.WindowMode.New, "This is a Message, which gets ignored in this case"); throw redirectException; // call URLIt works… but…It creates a new window inside of the Mobile App’s “browser” and it does not have certain things enabled (like javascript) which are needed for the Web Application they need to run. I cannot see any way of making the mobile app open a link using the native browser of the mobile environment (e.g. iOS or Android). Is there anyway of doing this?

Hello I am looking to automate taking sales orders that are being imported to take them off HOLD and put into OPEN - the sales order type needs to remain the same so to change the sales order type is not an option. I tried the Process Open Orders but that only works for Back Order to be put in Open no ON HOLD orders.  I looked at automation schedule but do not see an option to do any “action” such as Open order.  would it be a workflow process or such?  I need certain criteria’s to be able to pick and choose which orders to put in OPEN as well.

Hello Hello,i’d like to know if it would be possible to grab into the generation process of the reports and under- or overlay another set of pdfs to it? Overlaying two pdfs above each other is not the hard part i’d say but is there a way we can do this while the report preview generates? We would like to use this method to include high-res background images to the reports (watermarks or whatever - svgs basically), since the report designer does not support svg files and pngs are pixelated at printing or at zooming in. 

Hello!I have been tasked to create or alter the numbering sequence logic for child orders created from Blanket orders. The goal is to have the sales order number produced by the create child orders process include the original blanket order number, followed by a dash and a sequence depending on the number of child orders being created. Example below:Blanket Order is created with 5 line items that is expected to result in 5 child orders, the OrderNbr for this blanket order is 000001 Those 5 child orders should have the following as their OrderNbr:000001-1000001-2000001-3000001-4000001-5 I suspect we will need to alter the numbering sequence to accommodate the increased size of the sequence start and end number, but I am lost as to where we would inject the logic to achieve the above. Any help or guidance would be greatly appreciated!