T250 Inquiry 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 T250 Inquiry Forms training course shows how to create inquiry forms by using Acumatica Framework and the customization tools of Acumatica ERP. On an inquiry form, users can view data narrowed by the selection criteria they have specified; these forms are similar to reports but designed for online viewing. While reports are generated in a printable format and have been designed to meaningfully arrange the data, inquiry forms display the data in a table and give the user greater flexibility to dynamically alter selection criteria and configure the table as needed to change the data being viewed.

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

• Day 1: Configuring the Inquiry Form. In this session, you will learn how to create an inquiry form without filtering parameters. To learn about this, you will begin to develop the Open Payment Summary (RS401000) custom inquiry form, which will initially display information about invoices and payments for repair work orders that have been currently not paid in full.
• Day 2: Configuring a Filter for the Inquiry Form, Adding Filter Conditions, and Retrieving Aggregated Data. In this session, you will learn how to define a PXFilter data view and display the UI elements associated with the filter parameters in the page URL. You will also learn how to define a data view delegate and how to aggregate data in a fluent BQL query.
• Day 3: Adding Redirection Links to the Grid and Adding the Payment Info Tab. In this session, you will learn how to implement a redirection inside an action handler and configure a callback for the action in the ASPX file. You will also learn how to display data from multiple DACs by using the PXProjection attribute.

Partner Certification: This class is based on the materials of the T250 Inquiry 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:

• Wed, Dec 9, 2020 10:00 AM – 11:30 AM PT
• Thu, Dec 10, 2020 10:00 AM – 11:30 AM PT
• Fri, Dec 11 2020 10:00 AM – 11:30 AM PT

Registration URL:https://webinar.ringcentral.com/webinar/register/WN_YiiDtRpVR2ixNPWYrM_v7g

Instructor: Simon Ménard-Larivière

Simon graduated from Polytechnique de Montréal in 2013 with a Bachelor’s degree in Software Engineering. He had his first experiences with business software when joining

Montréal based Tangerine Software, an Acumatica partner specializing in business intelligence. Eager to learn more about ERPs, Simon joined Acumatica-Labs in 2015 and saw the office grow from 4 to 40 people! His first role was to support Acumatica’s developers and develop special projects for 3 years. Adding 5 participations to Acumatica’s hackathon on top of his experience, Simon has probably seen all the challenges associated with customizing Acumatica. In 2019, Simon looked for more challenges and moved to be a full-time developer on the new Payroll Module.

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 training guide and deploy Acumatica ERP instance with I100 company data. Instructions can be found in the training guide on page 9.
• Publish the required customization project. Instructions can be found in the training guide on page 10.

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

• Training guide: T250 Training Guide
• Files for training: T250 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 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.