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Technical discussions focused on Customizations for developers. See Low Code | No Code Forum for non-technical discussions

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3158 Topics
Patrick Chen
Varsity I
Patrick ChenVarsity I
posted in Develop Customizations
Developing with Acumatica's Archiving Feature

For those who are unaware, there is a new archiving feature in 2023 R1. This feature, currently limited to Sales Orders and Shipments, allows users to manually or as a scheduled process set documents as ‘archived’ in the system according to a configured time horizon. The documents once archived are not deleted, but are labeled as archived. The purpose of this new feature is to increase performance and not to decrease database size. “..Archived documents are not included in the results of database queries executed during regular activities, such as opening generic inquiries, lookup tables, or tabs that load a list of records. As a result data retrieval performance improves.” -- Acumatica ERP Administration As an ISV developer, my team investigated this new feature to determine if our code would be affected. Interestingly, we found that the logic that governs this feature is at a lower abstraction level than our code. We discovered that once archived, our PXSelect statements no longer re

6704
Leonardo Justiniano
Jr Varsity II
Tony Lanzer
Semi-Pro I
Tony LanzerSemi-Pro I
asked in Develop Customizations
BQL Union

I'm trying to get a BQL union to work per this help page... Performing a Union Operation in BQL The BqlTableMapper example doesn't work for me because Map() is not a member of BqlTableMapper or IBqlTableMapper so it doesn't compile, and the second parameter to the BqlTableMapper type is expecting an IBqlFieldMappingResolver - which the class isn't. So then I tried to use the BqlFieldMapper example, and that mapper definition seems ok because there is a Map() member. However, when I then try the MappedSelect with my BqlFieldMapper classes, the compiler says they need to support IBqlTableMapper. All MappedSelect type derivations seem to only take an IBqlTableMapper. Anyone try these examples before and get them to work? How did you define your table and/or field mappers and get MappedSelect to work? Looks like this post from months ago is similar and is unanswered so far…

374
Tony Lanzer
Semi-Pro I
A
Freshman I
asinghFreshman I
asked in Develop Customizations
Linking Dates from Custom Date Field on PO Screen to Custom Date Field on PO Line

Hi All I’m totally new to customizations, I followed a few guides online and was able to add custom fields on our PO screen (see screenshot attached). What I would now like to accomplish is linking dates on the document section of the PO screen with the details section of the PO screen, meaning when a date field is populated on the document section the corresponding date field in the details section is populated as well. Similar to how the ‘Date’ and ‘Promised On’ fields on the document section are linked to the ‘Requested’ and ‘Promised’ fields in the detail section. I have two custom fields ‘ETA GY’ and ‘Back Order Date’ on the document section and would like them to be linked to the ‘ETAGY’ field and ‘Back Order Promise Date’ fields (also custom fields) in the details section respectively. Also, the ‘Back Order Promise Date’ field can only be populated if the ‘Back Order’ checkbox is ticked (another custom field). Any input is greatly appreciated. Thanks Amit Custom date fields and

764
A
Freshman I
M
Freshman I
mattscFreshman I
asked in Develop Customizations
Customization Projects Validate and Publish, but Entire Site Crashes

I have been a developer on our company’s Acumatica Cloud ERP instance for about 8 months, and we publish new updates weekly by unpublishing all customizations and then republishing all of the customization projects. We have about 50 total. 2 of our last 3 publishes resulted in the site completely crashing. The header and sidebar were still showing, the search was still working, but the body of every screen was blank. I was able to access the trace through the URL, and have attached a screenshot of the error below. I can ensure that DMCMethods (a custom namespace) was absolutely deployed along with all of our other customization project files. The fix both times was to contact support and wait for them to restart the server. Once the server was restarted, the customizations were already published and functioning as expected. Has anyone had a similar issue and know of any solutions? I’ll also link a similar post from a year ago that addresses a similar issue. Similar Issue: Thanks ahead

140
M
Freshman I
V
vanit05
asked in Develop Customizations
How to add dynamic column in Grid in the modern UI(Version- 25.092.0026)

Hi!In Classic UI, fields are added dynamically using RowSelected event. However, when switching to Modern UI, these dynamically added fields are not showing.How can we dynamically add fields in Modern UI to ensure they are displayed as in classic?Please refer the below code and screenshots. protected void InventoryItem_RowSelected(PXCache sender, PXRowSelectedEventArgs e){ foreach (KeyValuePair<string, PXFieldSelecting> pair in fieldSelectingHandlers) { Base.FieldSelecting.RemoveHandler(typeof(KNCFSiteAssociation), pair.Key, pair.Value); KNSCCommerceConfigsSites.Cache.Fields.Remove(pair.Key); } fieldSelectingHandlers.Clear(); { string fieldName = "UsrKNWHProductType"; string displayName = "Product Type"; PXFieldSelecting handler = new PXFieldSelecting(delegate (PXCache dsender, PXFieldSelectingEventArgs de) { KNCFSiteAssociation currentrow = de.Row as KNCFSiteAssociation; object value = null; if (currentrow != null) { value = (currentrow != null) ? currentrow.GetExtension<KNSCSiteAssoc

842
darylbowman
Captain II
O
Varsity I
orlandonegron43Varsity I
asked in Develop Customizations
Grid values disappear until refresh of the screen

Good day, In shipments screen I added in the header an unbound field with a button and a tab named Labels with a grid. When entering a quantity of labels to be made the button is pressed and it creates the label record in the custom table and appears in the grid, but my problem is that when creating labels the first time they appear and a few seconds later they disappear until I refresh the screen, the records are in the database and the labels are created just fine, but I don't know why they randomly disappear from the screen, I am not sure if I missed a configuration for the grid in the editor. public class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry>{ public PXSelect<EVTCCustomLabels, Where<EVTCCustomLabels.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>> LabelsView; public PXAction<SOShipment> generateLabel; [PXButton (CommitChanges = true)] [PXUIField(DisplayName = "Generate Labels", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCach

91
D
Captain II
D
Semi-Pro III
DrewNisleySemi-Pro III
asked in Develop Customizations
SQL Connection Timeout

Every now and again, I will suddenly get the error shown below that says the execution timed out when publishing my customizations. It validates just fine and then it will try to either batch sql or sometimes its some place else in the publishing process and it will give me this error. Sometimes it just goes away after a few days of trying to publish. It is very frustrating because I can have no issues one day and then have endless issues the next. Is there SQL settings I need to change or is there acumatica settings I need to change? I don’t know where to go from here. I have tried resetting stats on sql, I’ve run dbcc freeproccache, I have set the sql execution time to zero to make it not timeout. Nothing seems to fix it, it just decides to work randomly. The only thing I have noticed that might be reoccurring (I’m not sure, but I think this is true) is that it usually happens when I am either publishing fresh customizations or publishing on a fresh instance. If I could get some help

211
D
Captain II
K
Freshman I
kkrausFreshman I
asked in Develop Customizations
Add a Report to a Screen via Customization Project.

I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created. How can we get this report to be selectable straight from the Move Screen?

342
dcomerford
Captain II
A
Captain II
aiwanCaptain II
asked in Develop Customizations
ForeignKeyOf Not displaying in DAC Browser

Hello everyone, I am developing a custom screen and ran into an issue. I have set up PrimaryKeyOf on the parent DAC, and ForeignKeyOf + PXParent + PXDBDefault on the child DAC, but this does not show up on the DAC schema browser. I noticed this because my PXFormula(...SumCalc<>) was not working. Parent DAC: [Serializable][PXCacheName("NPDHeader")][PXPrimaryGraph(typeof(NPDApprovalEntry))]public class NPDHeader : PXBqlTable, IBqlTable{ #region Keys public class PK : PrimaryKeyOf<NPDHeader>.By<projectNo, productTitle> { public static NPDHeader Find(PXGraph graph, string projectNo, string productTitle, PKFindOptions options = PKFindOptions.None) => FindBy(graph, projectNo, productTitle, options); } public static class FK { } #endregion #region ProjectNo [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Project No", Enabled = false)] [AutoNumber(typeof(ISOSetup.autoNumberingNPDApproval), typeof(NPDHeader.date))] [PXSelector(typeof(NPDHeader.projectN

70
A
Captain II
K
Freshman I
kviranga38Freshman I
asked in Develop Customizations
How to Open a Report Parameter Screen Before Running the Report

Hi Community, I am working on a customization in Acumatica, where I need to open the parameter screen for a report before the report is executed. I am using the report ID AM660000 for the "Move Report," and I want to pre-fill some parameters (like BatchNbr) from the current screen, but I want to ensure that the user can select additional parameters (like AcctCD) before the report is actually run. I have tried using the following code: throw new PXReportRequiredException(parameters, "AM660000", "Move Report"); However, this approach immediately runs the report instead of just opening the parameter screen. I would like to know if there's a way to only show the parameter screen and allow the user to modify or select their parameters (e.g., AcctCD) before proceeding with the report. Any insights or examples would be greatly appreciated!

70
K
Freshman I
T
tuan755
asked in Develop Customizations
Cannot find 'CRPMTimeActivity' table in database

I want to join the tables together to have the following information: Customer | Project | Type Activities 1 customer can have multiple projects, and 1 project can have multiple activities. Activities are associated with both Customer and Project. That means my table Activities must contain 2 primary keys, the customer ID and the project ID. I found the CRPMTimeActivity DAG table that meets the conditions, but I can only see it in the generic inquiry and not in the database. The report I constructed is based on a complex logic involving three tables: Activity, Project (PMProject), and BAccount, so I need to process data in SQL Server before uploading it into Acumatica to create a new DAC. I just saw CRActivity, but in this one, I didn’t have a Project ID, so it caused duplication when I tried to join the project table (PMProject) with CRActivity. Because CRActivity has no ProjectID (ContractID). Does it have any other name to call in the database or what can I do or will you update it

192
R
Freshman II
S
Jr Varsity II
SidduJr Varsity II
asked in Develop Customizations
Modern UI changes package publish getting errors

hello everyone , as per our requirement classic to converted into modern UI, while publishing the package getting error ts file code HTML File code please suggest how to resolve these error

7310
S
Jr Varsity II
T
Pro I
TharidhiPPro I
asked in Develop Customizations
Automatically Trigger Release Button Logic in Move Screen from Materials Screen

I am currently writing logic to automatically create move transaction records from the materials screen. Currently the records are being created successfully via code but when I try to release the move transaction automatically I get the following error: “Parent Lot/ Serial Number is required.” But on creating the move transaction automatically the parent lot/ serial number is being correctly assigned as below: using System;using System.Linq;using System.Collections;using System.Collections.Generic;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.Common;using PX.Objects.Common.Exceptions;using PX.Objects.IN;using PX.Objects.CM;using PX.Objects.CS;using PX.Objects.AM.Attributes;using PX.Objects.PM;using PX.Objects.GL;using PX.Objects;using PX.Objects.AM; namespace PX.Objects.AM{ public class MaterialEntry_Extension : PXGraphExtension<PX.Objects.AM.MaterialEntry> { #region Release Override public delegate IEnumerable ReleaseDelegate(PXAdapter adapter);[PXOverride

463
davidnavasardyan
Jr Varsity I
K
Freshman I
kkrausFreshman I
asked in Develop Customizations
Trying to Default a Value using Customization Project?

I’m trying to default Use Customer Account to true or false based on the Shipping Terms via the Fields tab in the Customization Project. I’m using the code “=IIf([ShipTermsID] = 'PPA', False, True)” however, this doesn’t work. How can I get this to work.

12010
K
Freshman I
darylbowman
Captain II
darylbowman
asked in Develop Customizations
Adding modern UI field to Business Account header

I need to add a field to Business Accounts header. I've extended the view responsible. I am trying to add the field in my html extension file. According to the help(step 4), I should structure it like this: <template> <field after="#fsItemDefaults-General [name='ItemType']" name="UsrRepairItem" ></field></template> Here is the CR303000.ts file for BAccount header: I would like to add my field after ‘Status’. Here’s my attempt: <template> <field // Here is my 'selector' statement after="#phF_form_PXLayoutRule#0 [name='Status']" name="XServices" ></field></template> Attempting to build results in: SyntaxError: '#phF_form_PXLayoutRule#0 [name='Status']' is not a valid selector I’m wondering if the ‘id’ containing ‘#’ (like the ‘selector’ statements starts with) is causing this error.

222
darylbowman
Captain II
Nilkanth Dipak
Semi-Pro II
Nilkanth DipakSemi-Pro II
asked in Develop Customizations
How to Enable Upload Button on Bank Deposits (CA305000) Screen?

Hi Community, I'm trying to enable the Upload button on the Bank Deposits (CA305000) screen. Here's what I have done so far: Set AllowUpload = true for the grid (DepositPayments). Added the [PXImport(typeof(CADepositDetail))] attribute to the DepositPayments view. However, the Upload button is still not enabled on the screen. Is there any additional steps I need to take to make the Upload button functional here? Any guidance or insight would be greatly appreciated! Thanks in advance. 😊

576
darylbowman
Captain II
E
Varsity I
Ellie
asked in Develop Customizations
Embed Acumatica as iFrame in external site

After attempting to embed Acumatica into an iFrame within an external company site, I noticed that it works well before the user is logged in, but once the user logs in the page no longer displays.Is there a control that would allow this? I doubt the html is relevent, but this is the core of what Iused<iframe src="https://acumaticasite.com/" width="50%" height="100%" frameborder="0" allowtransparency="true" marginwidth="0" marginheight="0" style="overflow: hidden; height:310px; width:100%; margin-top:100px;"></iframe>

140
E
Varsity I
S
Jr Varsity II
SidduJr Varsity II
asked in Develop Customizations
Unable to convert the extended DAC Fields in the Opportunities CR304000 screen classic to Modern UI

We are trying to Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen. tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities screen header section. classic UI screen shot tried with below After switch to modern UI showing like below

211
S
Jr Varsity II
S
Freshman I
stanaistovFreshman I
asked in Develop Customizations
Acumatica WMS - Scan and Transfer custom putaway mode and extending Set Qty logic

Is there a way to extend the Set Qty state logic in Scan and Transfer screen? The class is sealed and not able to do so. I would like to define my own custom logic in certain cases. Basically we are developing a putaway mechanism inside Scan and Transfer. I am defaulting an origin location for putaway using another button and then they are able to select destination location and the entire available qty should be defaulted. They also need to be able to change the defaulted qty using Set Qty and that is where the problem comes in. The qty just keeps appending to existing one. I have tried combination of RowInserted and RowUpdating events to force the qty in case of putaway mode and nothing worked so far. An example of what I have tried so far: public class CFINScanTransferExt : PXGraphExtension<INScanTransfer, INScanTransfer.Host> { public static bool IsActive() => true; public INScanTransfer Basis => Base1; protected virtual void _(Events.RowInserted<INTran> e) { var row = e.Row; //var

111
D
Captain II
asommer
Jr Varsity III
asommerJr Varsity III
asked in Develop Customizations
Create a Customer Programattically

I’m trying to create a new Customer from a custom screen and button, but having an issue when setting the CustomerClassID on the new Customer object: CustomerMaint customerMaint = PXGraph.CreateInstance<CustomerMaint>(); Customer newAcumaticaCustomer = new Customer(); newAcumaticaCustomer.AcctCD = "RC1111"; newAcumaticaCustomer.Status = "A"; newAcumaticaCustomer.CustomerClassID = "REC01"; newAcumaticaCustomer.DiscTakenAcctID = 103; newAcumaticaCustomer.DiscTakenSubID = 29; newAcumaticaCustomer.StatementCycleId = "01"; newAcumaticaCustomer.StatementType = "O"; customerMaint.CurrentCustomer.Insert(newAcumaticaCustomer); customerMaint.Save.Press(); The problem is that there is a popup about changing the Customer Class and pressing Yes/No doesn’t allow the customer to be created and the popup keeps happening. Have tried: customerMaint.Answers.View.Answer = WebDialogResult.Yes; With various changes and nothing seems to work. Is there a way to create Customer similar to this? Thanks All!

1606
Chris Hackett
Community Manager
F
Freshman I
FebriFreshman I
asked in Develop Customizations
to upload some SO to delivery from new screen

How to upload some SO to delivery from new screen ?

231
D
Captain II
R
Jr Varsity III
rakeshe45Jr Varsity III
asked in Develop Customizations
How to add a file upload button in the custom screen in Modern UI

Hello Everyone, I am trying to add a file upload button in the Modern UI screen. I have a Button called browse button in custom screen, when I click on the button a pop will appear and in the popup we will have “Choose File” button to upload the files. The file upload button is not working for me on button click in Modern UI as it worked in Classic UI Below is the the image of the screen for reference. Below is my ts and html code import { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, } from "client-controls";import { KNCFBulkBatchSyncFilter, KNCFItemCategory, KNCFAttributeGridSyncFilter, KNCFBulkProductDetails } from "./views"; @graphInfo({ graphType: "KNCFCore.KNCFBatchProductSyncProcess", primaryView: "Filter", })export class KNCF5141 extends PXScreen { LoadRecords: PXActionState; ResetFilter: PXActionState; browse: PXActionState; @viewInfo({containerName: "Selection"}) Filter

781
Vignesh Ponnusamy
Acumatica Moderator
R
Jr Varsity III
rakeshe45Jr Varsity III
asked in Develop Customizations
How to place the existing grid in the new tab by extending the existing ts and html files in Modern UI

Hello Everyone, In default Item sales category screen we have a grid called Category members I want to add this grid under the new tab by extending the existing IN204060.ts and IN204060.html files. Please refer the below image Thank you in advance.

1158
Vignesh Ponnusamy
Acumatica Moderator
P
Freshman I
pjsengstockFreshman I
asked in Develop Customizations
Scheduled Send for Email

Is there a way to schedule an email to be sent at a later date from a sales order from the Activities option?

474
P
Freshman I
S
Jr Varsity II
SidduJr Varsity II
asked in Develop Customizations
Unable to convert the extended DAC Fields in the Sales Quotes screen CR304500 classic to Modern UI

Hello Everyone, We are trying to Extended DAC Fields in the Sales Quotes header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen. tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales Quotes screen header section. classic UI screen shot tried with below HTML Code but when switched to Modern UI , cannot see these fields in UI

341
R
Jr Varsity III

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