Develop Customizations

I created a button on the customer page called last transaction. it takes you to the customer last trans page and filters for that customers record. the last trans. now, on that last transaction record, there’s a reference number that if you click on it,you are taken to that transactions invoice. I want to make a button on the customer page that goes straight to the customer’s last trans invoice. so far, the invoice button just goes to the invoice page and pulls up a blank invoice. how can i go about this? the invoice button should basically do what pressing on the reference number on the Customer Last Trans page does. 

Hello all,I have been wondering if it is possible to add an attribute column in the Inventory ID lookup dialogue box. So i would like to display the attribute values and be able to search the inventory ID if I search for the value of that attribute. So if multiple attribute values are there for the Inventory items, then it should display all the values of the attributes in one line but the user upon search any one of those values the search result should show up that particular inventory item in this lookup box. Thanks in advance.

Hello,       Can I have more materials or guide on the mechanism of publishing/unpublishing of customization projects in multiple tenants environment?       Sometimes, I did get confused.       Sometimes, I published a project in tenant A, it does effect on tenant B, even if I did not publish in tenant b and I did not choose publish to multiple tenants selection.       Sometimes, I have to choose the publish to multiple tenants selection or the publishing won’t work on other tenants.          Can I know more about the inside mechanism .

I am upgrading from 23R1 to 23R2. I unpublished the project before upgrading it.When publishing my project I get this error:Able2.dll Method signature was changed: PX.Objects.IN.InventoryItem PX.Objects.IN.InventoryItem/PK::Find(PX.Data.PXGraph,System.Nullable`1<System.Int32>) declared in PX.Objects, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null I opened the project, did a Build - Clean to remove all previous DLLs in the bin folder.  Verified my VS project library path pointed to the bin folder of my site. This line compiles with no errors:InventoryItem inventoryItem = InventoryItem.PK.Find(Base, row.InventoryID);I had to change to a BQL select to get rid of the error.InventoryItem inventoryItem = SelectFrom<InventoryItem>.Where<InventoryItem.inventoryID.IsEqual<@P.AsInt>>.View.Select(Base, row.InventoryID);When I opened the project and rebuilt it, then went to the browser, it literally KILLED my site.  I had to re-install the web site files to get the s

Does anybody know how to change the appointment workflow type in the service order type settings?We have a customized workflow already created, but I don’t see where we can specify the new workflow for this service order type.  

Hello,I want to add 2 new actions to the more menu on the shipping screen.My intention is to have these print Label “a” or Label “b” which i will write with the report developer.My issue right now is simply adding these 2 new actions to the more menu.In the customization screen, there is an “ADD CONTROLS” tab.  However, I can’t get it to do anything.  I tried double clicking on “button”, dragging “button” to tree on the left of the screen shot, etc. Is “button” the proper control to add here?  Is it just a drag and drop or am I over-simplifying this.Any suggestions are appreciated

In 2022R1, the Customization Project for PDF Annotator does not give you the option to rotate a PDF (unless I am missing it!). Does anyone know if this can be added through the Customization or if it is added in updated versions of the package? Reference:  

How can I add a parameter to the sales order generic inquiry and not have it break the mobile app?  I am trying to add a checkbox parameter to the sales order generic inquiry and it works fine on the desktop, but it creates an error on the mobile app.  As soon as I add the parameter, I get an error “SiteMap description doesn’t contain primary container” whenever I try to open the sales order lookup on the mobile app.  I have tried adding a Selection container and then adding the parameter as a field.  That didn’t do anything.

I made a button in actions that goes from the customers to ‘Customers Last Trans’. I want to add the logic for the button to make it so when I click it from customer ‘c000032’ it will go to the customer last trans page which contains records of the last transactions and then apply the filter ‘equal to c000032’ so only that customers records come back. here;s my custon  LastTransFilter graph  ‘namespace TestProject{    [Serializable]    public class LastTransFilter : IBqlTable    {        #region CustomerID        public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { }        [PXInt]        [PXUIField(DisplayName = "Customer")]        [PXSelector(typeof(Search<Customer.bAccountID>),            typeof(Customer.acctCD),            typeof(Customer.acctName),            SubstituteKey = typeof(Customer.acctCD))]        public virtual int? CustomerID { get; set; }        #endregion    }}’ here’s my CustomerMaint Graph extension ‘    protected IEnumerable record

 I have created a custom button "Custom Create Payment". This custom button triggers another standard Acumatica button "Create Payment" which opens a popup window. I want to use Postman Request to change the data in the popup window. Here is the postman request  Web service endpoints:public class SOOrderEntryExt : PXGraphExtension<SOOrderEntry>{ public static bool IsActive() => true; public PXAction<SOOrder> customCreatePayment; [PXButton] [PXUIField(DisplayName = "Custom Create Payment", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] public virtual void CustomCreatePayment() { using (new PXTransactionScope()) { var GraphExt = Base.GetExtension<CreatePaymentExt>(); try { GraphExt.createDocumentPayment.Press(); } catch (PXException ex) { } var values = GraphExt.Quic

I want to create a button on the customers page that goes to the invoice page and pulls up that customers invoice. right now i’ve made a button that goes to the invoice page but it pulls up a blank invoice instead of bringing up that specific customers invoice. how do i define the action so it pulls up the customers invoice? the navigation parameter would be the reference number but the customer’s page doesn’t have a reference number. reference number and type are the only options when choosing navigation parameters btw

I recently posted about a file attachment issue which is resolved but I found that the email I am sending, which is a notification, has formatting associated with its template. by formatting i mean the company logo and such. code which works is: var sender = new NotificationGenerator{    To = jmSetup.EmailTo,    Subject = "File",    Body = "",    BodyFormat = EmailFormatListAttribute.Text,     AttachmentsID = attachementsID,     RefNoteID = jmSetup.Noteid    };sender.Send(); I am looking to send the attachment I created in a blank email.  How do I get rid of the formatting for the email just for this one send, not all Notifications, only the one I send from this screen in the above code? I was thinking part of it might be to change it to EmailFormatListAttribute.HTML (images at least will go away)

What is the difference between Qty and BaseQty in Acumatica and when should I use each?For example the SOShipLineSplit has both a Qty and BaseQty column.  there is also a PackedQty and BasePackedQty on the SOShipLineSplit. This pattern is used with other tables then the SOShipLineSplit though.  Thank,Philip Engesser

I have an external  mobile application which I I’m intergating with acumatica. I  I’m using a look up field where a user has to select from and can also input keywords to get the desired customer.Below is the endpoint Im using;https://XXX.acumatica.com/entity/Default/20.200.001/CustomerNumber of customer in acumatica: 30,000However it is taking around 15 min to get the customers and be diplayed on the selector for the end user to choose or in getting the desired result if the user is using a keyword.How can I improve the speed of fetching to be in seconds and not this many minutes. 

I am trying to email a file created in a process screen.  The file must first be attached to a record before I can send it.  I am trying to attach it to a setup screen in the module we added for this process and the code runs just fine, there is no error but the attachment is never put on the email. Also when I look at the records for UploadFile and UploadFileRevision  the Primary screen is null.  Also adding the file did not make the file option on the menu show.  This is the code to upload the file (runs without error but nothing happens, email created and no attachement): byte[] filebytes = Encoding.ASCII.GetBytes(fileContent.ToString()); ;FileInfo myFileInfo = new FileInfo(Guid.NewGuid(), operation.Trim() + ".txt", null, filebytes);UploadFileMaintenance fileUploadGraph = PXGraph.CreateInstance<UploadFileMaintenance>();fileUploadGraph.SaveFile(myFileInfo, FileExistsAction.CreateVersion);PXNoteAttribute.AttachFile(this.Caches[typeof(JMSetup)], Setup.Current, myFileInfo);//PXNot

 public PXFilteredProcessingJoin<TSFixedDemand, TSProductionOrdersCreateFilter,            InnerJoin<InventoryItem,        On<InventoryItem.inventoryID, Equal<TSFixedDemand.inventoryID>>,    LeftJoin<SOOrder,        On<SOOrder.noteID, Equal<TSFixedDemand.refNoteID>>,    LeftJoin<SOLineSplit,        On<SOLineSplit.planID, Equal<TSFixedDemand.planID>>,    LeftJoin<SOLine,        On<SOLine.orderType, Equal<SOLineSplit.orderType>,        And<SOLine.orderNbr, Equal<SOLineSplit.orderNbr>,        And<SOLine.lineNbr, Equal<SOLineSplit.lineNbr>>>>,    LeftJoin<INItemClass,        On<INItemClass.itemClassID, Equal<InventoryItem.itemClassID>>,    LeftJoin<SOOrderType,        On<SOOrderType.orderType, Equal<SOOrder.orderType>>,    LeftJoin<TSProdFormulaMTranSplit, On<TSProdFormulaMTranSplit.planID, Equal<TSFixedDemand.planID>>      , LeftJoin<TSProdBOMMtranSplit, O

The issue is that when changing a field, Acumatica pulls null values. Some fields retrieve values correctly, but others, such as BranchID, do not. At the same time, and perhaps related to my issue, the amount fields like January, February, etc., have commitChanges, and when I alter one of these fields, the others are set to 0. This is my code:using System;using System.Runtime.CompilerServices;using PX.Common;using PX.CS;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Data.Maintenance.GI;using PX.Data.ReferentialIntegrity.Attributes;using PX.Objects.AR;using PX.Objects.CS;using PX.Objects.GL;using PX.Objects.IN;using static PX.SM.RowNewFile;using CSAttribute = PX.CS.CSAttribute;using CSAttributeDetail = PX.CS.CSAttributeDetail;namespace SalesReport{ public class BudgetCustomer : PXGraph<BudgetCustomer> { public PXCancel<BudgetFilter> Cancel; public PXSave<BudgetFilter> Save; public PXFilter<BudgetFilter> Filter;

I’m trying to debug Acumatica 23r1 source code but am unable to get the symbol files to load so my breakpoints are hallowing and say “The Breakpoint will not currently be hit. No symbols have been loaded for this document.” I’d like to figure out how to get the source code debugging to work. Also has anyone else been able to debug the Acumatica 23r1 source code?I was using Acumatica 22r2 and I was able to debug that just fine. I also installed Acumatica 21r2 and I could debug that without issues. I tried 2 different builds of 23r1, 100.0138 and 103.0013(making sure to check the box to install the debugging tools), but both had the same issue.I’ve tried clearing my symbol cache via Visual Studio and deleting the TemporaryAspFiles folder where the files seem to get put but I still get the same issue. I’ve also tried installing fresh instances of Acumatica and creating fresh customization projects but that has not worked either. I used hyper-v to create a windows 11 VM(my PC is windows 10

Hi Team,We are working with Build 23.112.0032 and have a requirement to not copy field (attribute) values present under USER-DEFINED FIELD tab while creating new document from existing ones. Can you please suggest the best possible way to achieve it.Thank you!

Hi Team,We have a below requirement and can you please help us with the sample code?In the Estimate screen, we have an image and would like to copy the Image Tab → Image URL field image to the Stock Items screen → Attributes tab when we click on the Create Inventory Items button.  Estimate → Image Tab → Image URL Stock items screen → Attributes tab → Image URL Field 

We allow our customers to drop-ship items to their customers directly from our warehouse. We need a way to override the label generated by CONFIRM SHIPMENT in certain cases and put the customers from address instead of our address.  Is there any way to do this already or how complicated is it to do this? I was thinking of an identical button next to the CONFIRM SHIPMENT button that would do the same process but insert the customers address info instead of our address.I’m just trying to see if this is an option at this stage or even if there is a better way to do this.Thanks,Phil    

Is it possible to increase the length of the search result of Inventory ID in sales order line?Have tried to expand the column but can’t see the whole description.  

I have seen the The multi-part identifier could not be bound error before, but this time it is giving it on my custom field which is simply a string.When I run this with the VS2022 debugger running, the error is not caught, so I am not sure where it is even happening in my code. This is the workflow:create an Opportunity.  From opportunity, create a “Project Quote”Creating Project Quote​​​Convert Project Quote to Project:Convert to Project Add a row on the revenue budget tab for the project:Adding Revenue ItemAnd, when I go to save I get the error message (note the error is in the CROpportunity for some reason:)Error Message UsrAuthorizedByContact does exist in the SQL Database, and it does have value:This is the stack trace of the error: System.Data.SqlClient.SqlException (0x80131904): The multi-part identifier "CROpportunity.UsrAuthorizedByContact" could not be bound. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseI

Hi. Can someone tell me the steps to apply validation message to the save button? I want provide a validation message when user click on save. It’s bit urgent. Thanks in advance.

Hello all, I have upgraded some of my projects to 2023R2 without any issue. Now on one of my projects when I try to upgrade, it compiles without any error but when website restartes I get the below error. I though it could be a mismatched version of this dll with other versions so on a new computer I installed everything from the scratch but I am running into the same issue of my other computer. Any ideas? Could not load file or assembly 'System.Runtime.CompilerServices.Unsafe' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.IO.FileLoadException: Could not load file or assembly 'System.Runtime.CompilerServices.Unsafe' or one of its dependencies. The located assembly's ma