Develop Customizations

In screen Prepare Replenishment when pressing process this error Another process has added the 'INReplenishmentOrder' record. Please try again appears I have no customization at this screen.

Hi guys,Hope you’re all doing well,I have created a customisation to SO workflows and added a couple new statuses, Customer approved- triggered by pressing an action; In Production - triggered by creating production orders; Purchased - triggered by creating a purchase order.The issue i am having is that the create production orders screen PO505000 does not show any lines in the customised status of Customer Approved but when in Open status it does show the lines marked for PO.I have looked into the Data Access in PO505000 but couldn’t find anything, is there anything that I am missing/doing wrong?Any advice would be greatly appreciated!!!Aleks

Hello,A bit of a weird one here. I have created a new custom screen that is essentially an inquiry. I have complex parameters that I need to default which is why I am going this direction in lieu of generic inquiry. Anyway, I cannot get it to be found in selector when trying to add it as a dashboard widget. I have a feeling that there is a view or filter attribute that I am missing. I looked at Project Transaction Details (PM.40.10.00) and Commitments (PM.30.60.00) screens for reference, to no avail. I have a feeling it is something small that I am missing. Very simplified code below (I have not set where clause to interact with filter): public class BlyCommInq : PXGraph<BlyCommInq> { public PXFilter<BlyCommFilter> Filter; public PXCancel<BlyCommFilter> Cancel; public PXSelect<BlyComm> BlyCommView; [PXHidden] public class BlyCommFilter : IBqlTable { #region Year ... #endregion

Hi Team,Need to know how to save only selected rows records only. Can someone help me out? Thanks 

Dear Team,I tried changing the DisplayName of the Contact field on the Case screen by doing it on “Customize Attributes”. But it didn't work.[PXUIField(DisplayName = "Contact", Visibility = PXUIVisibility.Visible)]Change to [PXUIField(DisplayName = "Contact Person")]  Please help me the solution ! Note: Acumatica Version 2020 R1 Best Regards,NNT

Hi All,Need to know how to get the currently logged CompanyID and BAccountID in the graph extension.Can someone help me out?ThanksBhagya

I created a graph from another graph like the one belowSOOrderEntry docgraph = PXGraph.CreateInstance<SOOrderEntry>();but I couldn't insert the data below for the 2022 R2 versionvar relation = docgraph.Relations.Insert();So how can I insert data to the Relations tab in the sales order screen in the 2022 R2 version? It's working in 21 R1 but it's missing in 2022 R2.Do you happen to know anything about this?  

I’m surprised this question has not been raised before, but I couldn’t find anything.Acumatica seems to be very limited in its ability to customize the same workflow in more than one package, especially with the visual editor. (I have managed to do this in code by creating a secondary graph extension of the original graph extension that modified workflow.) This is a HUGE problem because workflow is now so integral in creating actions that a high percentage of packages I’m writing require some modification to workflow. It is NOT a satisfactory answer to say “put all the workflow in one package” as this is simply impossible given the breadth of workflow changes that some packages have (I’m looking at you ISVs).Please tell me I’m missing something simple.

I am not able to add the default actions to the new grid I have added not sure what is the issue here.I need to add Add, Refresh and Delete actions in this grid. Please see the ASPX code for the reference  

Dear Team,I have created a Custom field (UsrContactPhone) on the Cases screen to display the Contact's phone number.I used FieldSelecting Event to do this. The result displayed the value of Custom field (UsrContactPhone) on the Cases screen, but checking the ‘CRCase’ table on the SQL Database, the Custom field (UsrContactPhone) value is NULL.I think the problem is the return value ‘e.ReturnValue’ is not okay but I don't have a solution yet.I would like data of the Custom field to be saved to the SQL Database.Please help me with the solution ! Best Regards,NNT ==============protected void CRCase_UsrContactPhone_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e, PXFieldSelecting InvokeBaseHandler)    {      if(InvokeBaseHandler != null)      InvokeBaseHandler(cache, e);      var row = (CRCase)e.Row;            if (row == null)            {                return;            }            Contact contact = PXSelect<Contact,                Where<Contact.contactID, Equal<Requ

Hi Team, I want to display only values in the labor item field selector where the earning type is selected as 'BILLABLE' on the summary tab of the 'Employee Time Card' screen. I have written the code for this, but it's not working. Kindly provide me with a solution so that I can achieve this.  #region LabourItemID public new abstract class labourItemID : PX.Data.BQL.BqlInt.Field<labourItemID> { } [PMLaborItem(typeof(projectID), typeof(earningType), typeof(Select<EPEmployee, Where<EPEmployee.bAccountID, Equal<Null>>>))] [PXSelector(typeof(Search<InventoryItem.inventoryID, Where<InventoryItem.itemClassID, In2<Search<INItemClass.itemClassID, Where <INItemClass.itemClassCD, Equal<Current<EPTimeCardSummaryWithInfo.earningType>>>>>, And<CustomerClassAttr.EarningType, Equal<Current<EPTimeCardSummaryWithInfo.earningType&g

Dear Team,On the Cases screen. After selecting Business Account -> the Business Account box it will display: 'Account ID' - 'Account Name' How to display only 'Account ID' after selecting Business Account ? Note: Acumatica Version: 2020R1 Best Regards,NNT

As shown in the above screenshot i have inserted a new field named Claim Percentage for the ARTran. After enter the values for the Quantity and Unit Price fields the Ext.Price should be calculated based on that two fields. Then If a value is entered to the Claim Percentage the Ext.Price should be updated as “Qty*UnitPrice*Claim Percenatge”. This is the my expected scenario.In order to achieve this i have used a event handler in SOInvoiceEntry as shown in below.public virtual void ARTran_RowUpdated(PXCache sender, PXRowUpdatedEventArgs e) { ARTran row = (ARTran)e.Row; if (row != null && row.Qty != null && row.CuryUnitPrice != null) { ARTranExt tranExt = PXCache<ARTran>.GetExtension<ARTranExt>(row); if (tranExt != null && tranExt.UsrClaimPercentage != null) { decimal claimExtPrice = (decimal)(row.Qty * row.CuryUnitPrice * (tranExt.UsrClaimPercentage / 100)); sender.S

I have a client who wants to add cross tabs to the approve for payment screen to be able to see details about a bill without needing to click into the details, to see details about a purchase order the invoice is applied against, and to add a few more cross tabs to show project related details related to the vendor and the invoice.  cross tabs do not appear to be able to be added to processing screens via no code customizations. Does anyone have experience adding this type of data to one of these screens? 

I need to get all role names that are selected for the particular user. So that I could check if they’re correct.Here is the code I wrote but it didn’t work:users.UserRoles.Columns.Rolename.GetValues().Where(users.UserRoles.Columns.Selected, users.UserRoles.Columns.Selected.Equals(true), x => x.(it doesn’t find anything here)); Could someone please help me out?  

Hello All,Does anyone know how programmatically we can tap (click} on special controls in the Mobile App? For example, when a field is decorated with “EmailSend” instead of a user tapping on mail icon, how do we programmatically tap like the user is doing it? In the below code, I will see a mail icon so I want to tap on it from an action button instead of the user doing that.   update screen XX000000{ update container "MyContainer" { update field "MyField" { special = EmailSend } }} 

I have a customization that requires a sub-folder which has includes files in it and the sub-folder is in the Pages folder of the web site.  It is Pages\AK.Ok. No problems there.HOWEVER, if I select UNPUBLISH ALL from the Customization Projects, Acumatica deletes that Pages\AK folder completely.  Which causes a the customization to fail if you try to PUBLISH (all) from the Customization Projects screen.  I then have to re-copy that entire sub-folder back over, (and remember to do so), before selecting PUBLISH.The question is this : Is there a way to tell Acumatica to NOT delete customization folders in the Pages sub-folder when you UNPUBLISH ALL? 

Hi Team,We would like to implement the following feature.When entering a customer on the Case screen => If that customer has had previous Cases => the system automatically add previous historical Cases of the same customer on the "RELATED CASES" TAB  and those historical cases are arranged in CreatedDateTime of Cases.  I created Event RowInserted but haven't achieved results yet.Please advise how to do this. Note: Acumatica Version 2020R1 Best Regatrds,NNT //////////////////////////////////////////////////////namespace PX.Objects.CR{  public class CRCaseMaint_Extension : PXGraphExtension<CRCaseMaint>  {    #region Event Handlers   protected void CRCaseReference_RowInserted(PXCache cache, PXRowInsertedEventArgs e, PXRowInserted InvokeBaseHandler)    {      if(InvokeBaseHandler != null)        InvokeBaseHandler(cache, e);      var row = (CRCaseReference)e.Row;            if (row == null)            {                return;            }            CRCase rRCa = Base.Case.Curre

I want to add more selections to the Customer Status dropdown list in the Customer screen.  (see screenshot below), which I am certain I can do with customization and PXString list. The question I have is this : Will I cause any issues by adding more selections to this dropdown list?NOTE : The selections I want to add are literally just various versions of Credit Hold.  Like Credit Hold - Cash only, kind of option. 

Hello. I want to read values from a user created dropdown field. In my customization project i want to write the code to read values from a dropdown which is in purchase order screen. how can i do it ? Thanks in advance!

Hello I’m hoping someone can point me in the right direction on this.  I’m trying to create templates in a new environment that will pre-populate Accounts ans Sub Accounts based on the Template Selected.  We are using Payroll and 2023R1. The fields:PMProject.BenefitExpenseAcctID PMProject.BenefitExpenseSubID PMProject.EarningsAcctID PMProject.EarningsSubID PMProject.TaxExpenseAcctID PMProject.TaxExpenseSubIDAre all available on the form but not populating when I select the Template.  I have customized the Project Properties but when I unpublished the customization's it is still not working.  In ProjectEntry.cs I did find a section that seems to be listing the items to copy but I’m not sure how to add things to it.  Any help would be great I have tried to follow other examples of people working with this but nothing seems to work.  Below is the code from the Handler.  public virtual void DefaultFromTemplateProjectSettings(PMProject prj, PMProject templ) { prj.Description = templ.Desc

Hi Team,In the project screen, specifically in the Revenue Budget tab, I've included a custom field named "Revenue Task." I want this custom field to display values from the Task ID field in the Task tab. The current selector setup shows the value, but it only appears after saving the project. However, I need the selector value in the custom field to display before the project is saved.Here is my code: public class PMBudgetExt : PXCacheExtension<PX.Objects.PM.PMBudget> { #region UsrRevenueTask[PXDBInt][PXUIField(DisplayName = "Revenue Task")][PXSelector( typeof(Search<PMTask.taskID, Where<PMTask.projectID, Equal<Current<PMRevenueBudget.projectID>>>>), typeof(PMTask.taskCD), typeof(PMTask.description), SubstituteKey = typeof(PMTask.taskID))][PXFormula(typeof(Default<PMRevenueBudget.projectID>))]public virtual int? UsrRevenueTask { get; set; }public abstract class usrRevenueTask : PX.Data.BQL.BqlInt.Field<usrRevenueTask> {

The customer asked me to add the Qty Avail to the Storage Summary inquiry grid.  Seems simple enough.  I pulled the value from the INLocationStatus table.  However, that value doesn’t necessarily match the Qty Avail in the Inventory Allocation Details screen (“IAD”).  On the IAD screen, it takes into account Plan additions and Plan Deductions to get the Qty Avail value.  The IAD screen has a relatively HUGE set of filters and BQL selects to get the value shown on that screen. I looked at the InventoryAllocDetEnq graph where Qty Avail is calculated for IAD.  It is very complicated.Since I would have to do that big set of selects/filters/calculations for EACH line selected on the Storage Summary screen, it will definitely have a big performance hit as the Storage Summary screen can return thousands of records as this customer has many thousands of inventory items.I used the RowSelected event to pull the QtyAvail from INLocationStatus as it is a simple select from one table.  Surprisingly

Hi,I have run into an issue where the Billing Period dropdown highlighted at the bottom of the image is not updated by the template selector at the top of the image.In that template, the Billing Period dropdown value has been set to ‘On Demand’, but it still shows as ‘Monthly’ as shown below. This problem doesn’t occur when I create a new record from the screen above as it gives me an empty record, so selecting the template updates the Billing Period dropdown correctly.It occurs when I create a new row from the screen shown below as it gives me a screen with some fields already filled, as shown below this first image.Creating a new row from main Projects screen Template is greyed out and Billing Period dropdown is still showing the value ‘Month’ As you can see in the image above, the template dropdown at the top is greyed out and parts of the form have already been filled in.Is there a way to make sure the Billing Period field is always grabbing whetever was set in the template, if a t

I’ve added a new field to the Lot/Serial Nbr selector field. Problem is that the width of the selector screen remains the same. In order to see the new field the user has to scroll to the right. I’ve highlighted the scroll bar on the screen shot below.Is there a way to change the width of the popup screen so that I can ensure my field appears?I’ve tried updating a few of the screen properties but these appear to affect the field on the base grid rather than the popup. I also had a look at PXSelector attribute but none of the properties look very promising.