T240 Processing Forms

Audience: This course is intended for application developers who are starting to learn how to customize Acumatica ERP.

Acumatica ERP Experience Required: 0-3 months

Who Should Attend (relationship to Acumatica): Developers of Acumatica ERP customizations.

Acumatica ERP version: 2019 R2

Training Description: The T240 Processing Forms training course teaches you how you can create processing forms by using Acumatica Framework and the customization tools of Acumatica ERP. A processing form is a form on which users can invoke an operation on multiple selected records at once.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Creating a Simple Processing Form. In this session, you will create a simple processing form that displays the records to be processed and does not have any filtering parameters. You will create the Assign Work Orders (RS501000) custom processing form, which you will modify for expanded functionality in future lessons.
• Day 2: Adding Filtering Parameters to the Form and Implementing a Custom PXAccumulator Attribute. In this session, you will modify the Assign Work Orders (RS501000) processing form so that it has filtering parameters, which a user can use to filter the repair work orders in the table on the form. You will also define the Assignee column of the table to be editable, so that a user of the form can use this column to select an assignee for any listed repair work order. You will also learn how to implement a custom attribute derived from the PXAccumulator attribute.
• Day 3: Updating Data with a Custom Accumulator Attribute and Redirecting to a Report at the End of Processing. In this session, you will modify the Assign Work Orders (RS501000) form so that if no assignee is specified for a repair work order on the Repair Work Orders (RS301000) form, the system detects the default assignee for this repair work order as the employee that has the fewest work orders assigned.

Partner Certification: This class is based on the materials of the T240 Processing Forms course, which is a part of the Application Developer badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Tue, Nov 17, 2020 10:00 AM – 11:30 AM PT
• Wed, Nov 18, 2020 10:00 AM – 11:30 AM PT
• Thu, Nov 19 2020 10:00 AM – 11:30 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/WN_gCWoSAUbS16BNhrNe6POAw

Instructor: Dhiren Chhapgar

In the role of Principal Software Engineer, Dhiren is working on developing Acumatica integrations with external systems.

With over 16 years of software engineering experience specializing in design, development and deployment of Windows and web-based systems, Dhiren’s expertise encompasses everything from Technical Lead, Project Development, Architecture & Framework design, Component modelling and building, release management and developer support.

Prior experience includes developing .NET based rich internet application client working with JMS-based message-driven SOA design and one of the core developers at Everest Software INC focusing on ERP product development and later product customizations.

Prerequisites­

Required Knowledge and Background

To complete the course successfully, you should have the following required knowledge:

• Proficiency with C#, including but not limited to the following features of the language:
  • Class structure
  • OOP (inheritance, interfaces, and polymorphism)
  • Usage and creation of attributes
  • Generics
  • Delegates, anonymous methods, and lambda expressions
• Knowledge of the following main concepts of ASP.NET and web development:
  • Application states
  • The debugging of ASP.NET applications by using Visual Studio
  • The process of attaching to IIS by using Visual Studio debugging tools
  • Client- and server-side development
  • The structure of web forms
• Experience with SQL Server, including doing the following:
  • Writing and debugging complex SQL queries (WHERE clauses, aggregates, and subqueries)
  • Understanding the database structure (primary keys, data types, and denormalization)
• The following experience with IIS:
• The configuration and deployment of ASP.NET websites
• The configuration and securing of IIS

Advance Preparations: Prepare the environment for the training course as follows:

• Make sure the environment that you are going to use for the training course conforms to the System Requirements.
• Make sure that the Web Server (IIS) features that are listed in Configuring Web Server (IIS) Features are turned on.
• Install the Acuminator extension for Visual Studio.
• Download the customization project and the source code of the extension library to a folder on your computer.
• Install Acumatica ERP 2019 R2. On the Main Software Configuration page of the installation program, select the Install Acumatica ERP and Install Debugger Tools check boxes.
• Download the training guide and deploy Acumatica ERP instance with I100 company data. Instructions can be found in the training guide on page 10.
• Publish the required customization project. Instructions can be found in the training guide on page 11.

Training Materials Please download the following training materials that you will use during the training:

• Training guide: T240 Processing Forms.pdf
• Files for training: T240 Files For Training

Continuing Professional Education

• Program knowledge level: Basic
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course in the format of an online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have completed three polling questions per session. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.