Develop Customizations

Hi,I developed a new report to maintain sales order invoice details. I need to show above highlighted numbers as a list inside the highlighted box (above packing/delivery method box).this field is capture from the inventoryitem table.When I used the column like above always it return only one data(4012.90.10)Can  you please give a solution to select all data (4012.90.10 and 4011.70.00)

Hello, we are trying to run a service order profitability report and are having issues with the sub reports not populating. The for the sub report is FS631500 and the parameters are SOType & SONum. Any ideas on what would be causing this? (Yellow where they should be)    

graphically it can be done this way but I need to bring the pdf file from a local path and then upload it through code

Hello I want to override value of field Asset Class and Department of data class FAAccrualTran (screen FA504500)I implemented event handler RowInserting to set value for two fields: Asset Class and Department as following:protected void FAAccrualTran_RowInserting(PXCache cache, PXRowInsertingEventArgs e, PXRowInserting InvokeBaseHandler){ if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (FAAccrualTran)e.Row; if (row != null && row.GLTranInventoryID != null) { InventoryItem inventory = PXSelect<InventoryItem, Where<InventoryItem.inventoryID, Equal<Required<InventoryItem.inventoryID>>>>.Select(Base, row.GLTranInventoryID); if (inventory != null) { var inventoryItemExt = PXCache<InventoryItem>.GetExtension<InventoryItemExt>(inventory); if (inventoryItemExt != null && inventoryItemExt.UsrDepartment != null) { cache.SetValueExt<F

I am trying to push the Demo Instantce for a client site, on 23.207.2025, but I am getting the error “Error during file upload: Object reference not set to an instance of an object.”, the File size was increase to received the file from 25000kb to 100000kb, but still not able to import the file into the Customatizations Screens. As anyone encounter this issue and found a solution?

Hi  Team,We would like to override below base method (ConfirmRow()) from INScancount graph (Scan and Count ) ,we have tried below but its not working, Can you please advise how can we achieve this, [PXOverride] public class ConfirmLogicExt : ScanExtension<CountMode.ConfirmState.Logic> { public static bool IsActive() { return true; } public string Prompt => Basis.Localize(Msg.Prompt, Basis.SightOf<WMSScanHeader.inventoryID>(), Basis.Qty, Basis.UOM); public CountMode.ConfirmState.Logic Mode { get; private set; } protected FlowStatus PerformConfirmation() => Basis.Get<Logic>().Confirm(); public class Logic : ScanExtension { protected Func<FlowStatus> var1; public static bool IsActive() { return true; } public virtual FlowStatus Confirm() { if (!CanConfirm(out var error)) return e

Hi everyone, I am having screen with Supplier (Right) Grid.Having fields Vendor Ref, Ref Nbr.When i will select Matched Vendor ref. selector the related record should populate in Ref Nbr.But in my case, i am having same Vendor reference nbr with same datatype so there is no unique field.Ref Nbr     Vendor RefA               000011158B               000011158C               000011158When i am select  B  - 000011158 it will populate A - 000011158.   Selector Code:     #region MatchRefNbrExcel // working here commented below n added my code WIP    [PXDBString(255, IsUnicode = true, InputMask = "")]    [PXUIField(DisplayName = "Matched Vendor Ref.")] // Rajani changed on 29 Jan 2024                                                       [PXSelector(typeof(Search5<APInvoice.invoiceNbr,    InnerJoin<BAccountR,        On<BAccountR.bAccountID, Equal<APInvoice.vendorID>>,    InnerJoin<APRegister,        On<APRegister.refNbr, Equal<APInvoice.refNbr>>,    InnerJoin

Hi,I want to show the value of Balance field which is in CustomerBalanceSummary DAC in Payments and Applications screen(AR302000). As usual, I was unable to use selector to get the Balance field value from the CustomerBalanceSummary DAC.Any idea on this?  Thanks.

I would like to add an action to the Opportunity screen that would load an email template, populate the template with fields from the Opportunity.The part I struggle with is how to load template X and have the fields populated in an email activity.  

All, I would like to add an additional tab to the vendor and customer profile screen. As an example in the screenshot below, I would like to add a tab after the Mailing & Printing tab.I’m fairly comfortable with C#… is this a fairly straightforward customization? Are there any FAQs/walk throughs on how to accomplish this? 

Hi Team, I would like the address and start date to be displayed when I create a copied project. In Acumatica, all fields are copied, but the PM site address and start date in the task tab remain blank.I have tried the code below,   public void OnCopyPasteTasksInserted(ProjectEntry target, Dictionary<Int32, Int32> taskMap, OnCopyPasteTasksInsertedDelegate baseMethod)  {      ProjectEntry_Extension graphExt = target.GetExtension<ProjectEntry_Extension>();   PMSiteAddress SiteAddressRecord = graphExt.Site_Address.Insert(); PMTask taskRecord = graphExt.Base.Tasks.Insert();  if (Base.Site_Address.SelectSingle() != null) {     SiteAddressRecord.AddressLine1 = Site_Address.SelectSingle().AddressLine1;     SiteAddressRecord.City = Site_Address.SelectSingle().City;     graphExt.Site_Address.Update(SiteAddressRecord); } foreach (PMTask task in Base.Tasks.Select()) {     if (Base.Tasks.SelectSingle() != null)     {         taskRecord.StartDate = Base.Tasks.Current.StartDate;         

I am trying to set the Owner field in a shipment to whomever clicked the Create Shipment button on the Sales Order that the shipment is related to.  Scoured the web but I am unable to find anything related to this and I am new to Acumatica in general.  Any help is appreciated. 

Hello everyone,I want to add a custom field to selector AdjdRefNbr on screen Check and Payment (AP302000) I use following code PXCustomizeSelectorColumns to add new field (usrInvoiceText) to selector, it works for 22R2 but doesn’t work for 23R1public class AP_APAdjust_ExistingColumn : PXCacheExtension<APAdjust>{ #region AdjdRefNbr [PXMergeAttributes(Method = MergeMethod.Replace)] [PXCustomizeSelectorColumns( typeof(APAdjust.APInvoice.refNbr), typeof(APRegisterExt.usrInvoiceText), typeof(APAdjust.APInvoice.docDate), typeof(APAdjust.APInvoice.finPeriodID), typeof(APRegister.vendorLocationID), typeof(Standalone.APRegister.curyID), typeof(APRegister.curyOrigDocAmt), typeof(APRegister.curyDocBal), typeof(Standalone.APRegister.status), typeof(APAdjust.APInvoice.dueDate), typeof(APAdjust.APInvoice.invoiceNbr), typeof(Standalone.APRegister.docDesc), typeof(APInvoice.dueDate))] public

I am trying to make some changes to the TimeCardMaint screen. My goal is to join and load both the PMTimeActivity and CRActivity in one projection while being able to persist both.However when I hit save PMTimeActivity is persisted while CRActivity is not, I get no errors so I am confused as what to do next. Can you please advise. Attached is the projection EPTimecardDetail and below is the view in the DAC.       [PXViewName("Time Card Detail")]        public PXSelect<EPTimecardDetail,            Where<PMTimeActivity.trackTime, Equal<True>>,            OrderBy<Desc<EPTimecardDetail.date>>> Activities; Also I have reviewed Understanding Acumatica's PXProjection Attribute | Acumatica Cloud ERP several times.

I have a strange problem. Due to a conflict (I guess) with a 3rd party vendor, my customer sometimes experiences very odd behavior. What happens is when they create an appointment from a service order, and save the appointment, it changes the UnitPrice on the Sales Order Detail.I know that sounds weird… but, in example:If line 3 of the sales order detail has a unitPrice of $20, and they add an appointment, its detail line 3 also shows a UnitPrice of $20. But when they save the appointment, the service order line 3 now has a price of $34.95. It doesn’t always happen. When it happens the price is not always the same amount. It’s not always the same inventory item. But it happens enough to be a problem.Fortunately, we have a data set that, when following the same steps, will show the same problem every time. So I have to run it, roll it back, run it again, etc. Long process to debug, but at least it is repeatable.That is why I know it has something to do with a conflict elsewhere. I can p

Hello,Is it possible to map action Create Shipment (including Smart Panel) with Mobile version 23R1?I want to be able to run this process in Mobileand display the Dialog as it is in Web version I expose action createShipmentIssue to mobile but it doesn’t work

Hi all,where can I format this to lessen decimal nos.? Thanks!

Hello, I’m using this blog post to hopefully allow our team to manually resend shipment notifications:https://www.acumatica.com/blog/creating-a-new-notification-in-acumatica/In doing so I’m getting an error that the custom template I’ve created cannot be found. I have created a customization and added code to the SHipments screen to create a new button on the shipments screen “resend ship confirmation”: I created a new report and added it to the sitemap:​​​​I have created the notification template and referenced it in the mailings screen on both Sales Order Preferences AND made sure it shows on the customer mailings:  EMAIL TEMPLATE It does create the button which is nice, but When I go to the shipment and try to launch the email it tells me it cannot find the notification:  I have even tried using the notificationID number found in the URL and that does not work either, Any thoughts of what I’m missing?!

Good day everyone, We have a changed the description field of the OwnerID (standard field) and changed the description field to use our usrCustomName field like this: [PXNonInstantiatedExtension]public class CR_CROpportunity_ExistingColumn : PXCacheExtension<PX.Objects.CR.CROpportunity>{ #region OwnerID [PXDBInt] [PXMergeAttributes(Method = MergeMethod.Append)] [PXCustomizeBaseAttribute(typeof(OwnerAttribute), "DescriptionField", typeof(MAKLBAccountExt.usrCustomName))] [PXSelector(typeof(Search<EPEmployee.defContactID>), typeof(EPEmployee.acctCD), typeof(EPEmployee.acctName), typeof(BAccountExt.usrCustomName))] public int? OwnerID { get; set; } #endregion}The changes we made is on the CROpportunityExt DAC.The problem we face now however is that we get an error on the Generic Inquiriesand the DAC Schema also displays this:  If I unpublish this, it works. Has any one

Hi, A client is running into the error shown below when trying to save changes to a sales order. It seems to be fixed by closing and re-opening the browser, but just wondering if there was a reason why this error was appearing? Kind regards,Andrew  

Has anyone come across this issue when upgrading your customization packages from 2022R2 to 2023R2 when trying to log in to Acumatica that prevents you from getting in? I am not using any Nuget for this project.The Customization Project has nothing to do with the login pages or associated business logics like User Prefereneces or General Preferences …This thing is killing me and have wated over a full day on it. If someone has any idea or is willing to a remote I will be more than happy to send a Teams invite at their convenient.This project has been working perfectly since 2020 with no issues.

Hi Everyone My firm and I are in search of partner(s) who have experience with heavy customizations to the Services and Projects modules as well as the mobile application; Related to workflows, records, additional tabs and fields, and appointments functionality.We will soon be implementing Acumatica for a client and will need specific support from a Systems Analyst/Engineer. (Again, someone who preferable has experience with customizations related to Services, Appointments, and Projects and the mobile app)Look forward to connecting! Regards, Bobby. 

Hello. I know there was an option to configure AC to accept the incoming emails to be routed back to the sender by email tracing. Lets say I send out a PO to the vendor from AC which has generic email address set (erp@ac.com), they reply to that email, and that email is being routed to me. They never see user`s email address, just the one that is set for ERP. I cant seem to locate the settings for this option.

Hi,We attempt to create an appointment with the PUT(creation of record), it work correctcly.      But, when we try to set Attribute, we don’t receive any error, and the attribute don’t seem writed in the record.We doubt that we need to do it in two request , could you confirm me that ?1-Create the the record with the correct Service Order Type with a PUT2-Update the record withOr what can be the problem?Thanks

Hello! I'm having an issue with my workflow (FS300200). What I want to add is another button to pause the appointment. I added an action with the same field as the pauseAppointement. Then added a new workflow that inherit from the default workflow page and added a transition in “In process” to change state to Paused. The field to update are the same as Pause.Only difference between the 2 actions is that i call a Dialog Box when the button is click. I have 2 behaviors from this :    1- If i active the action in “In process > Action” the button will never show event with or without duplicate on toolbar or a true to his visible properties.   2- If i remove active from action in “In process > Action” the button shows, and do everything that i want but the change of state. What i want is that my button is show on the page and after i finish with the dialog box the state change to pause.Anyone have an idea on how to fix this?Thanks,