T220 Data Entry and Setup 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 T220 Data Entry and Setup Forms training webinar will show how to create data entry and setup forms by using Acumatica Framework and customization tools of Acumatica ERP. The training will describe in detail how to define the complex layout of a data entry form and implement the business logic of the form (such as insertion of data from a template and validation of a field value). The training will also show how to provide configuration parameters for a data entry form by using a setup form.

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

• Day 1: Creating a Data Entry Form. Configuring a Complex Form Layout. In this session, you will start with creating a data entry form. You will configure the UI elements of the Summary area of the form and then proceed to configure the layout of this Summary area.
• Day 2: Copying Field Values from One Record to Another and Implementing the Status Logic. In this session, you will continue working with the data entry form. You will Configure form view mode for the grid and add a substitute form with a shared filter to the project. You will also learn how to copy the field values from one record to another record by using event handlers, implement the logic related to the statuses selected when the Hold check box is cleared, and implement the run time UI logic by using the attributes.
• Day 3: Creating a Setup Form and Configuring the Auto-Numbering of a Field Value. In this session, you will finalize work with the data entry form by implementing the validation of particular field values. Then you will start working with the setup form. You will learn how to create the setup form, configure the DAC for this form, and configure the auto-numbering of records.

Partner Certification: This class is based on the materials of the T220 Data Entry and Setup 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, Sep 8, 2020 10:00 AM – 11:00 AM PT
• Wed, Sep 9, 2020 10:00 AM – 11:00 AM PT
• Thu, Sep 10 2020 10:00 AM – 11:00 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/WN_YOStF4l0TbihZxq1J0eNcA

Instructor: Sergey Marenich

A highly experienced developer and solution architect with 11-year experience in the development and implementation of multi-site, multi-country, and multi-currency cloud-based ERP-solutions. Sergey has than 13 years of experience in development, consulting and ERP implementation.

As a developer, he specializes in C# with deep expertise in Microsoft technologies and has contributed greatly in building the Acumatica platform. He is passionate about always upgrading his development skills and applying his knowledge to a range of practical solutions with maximum efficiency. Sergey is well versed in Microsoft technologies and products such as .NET and T-SQL. Apart from development work, Sergey has experience in the field of training, pre-sales, consulting and professional services in all aspects of the customer relationship. He is quality-oriented, organized, structure, creative, and proactive.

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 10.

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

• Training guide: T220 Data Entry and Setup Forms 2019 R2.pdf
• Files for training: T220 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.