Hi everyone,
Does anyone know how to make the "Salesperson" field in customer mandatory?
I’ve already set the field as required, but unfortunately, it has no effect — I can still save the record without entering a value.
Thanks in advance!
Solved
Making 'Salesperson' Field Mandatory in Customer – Not Working
Best answer by DipakNilkanth
Hi
If none of the above solutions work, you can create a small code customization:
- Override the RowPersisting event for the Customer DAC.
- In the handler, write a BQL query to fetch the Salesperson(s) assigned to the current customer.
- If the query returns no values, throw an exception indicating that a Salesperson is required.
below code helps you to achieve the same.protected void Customer_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler)
{
if(InvokeBaseHandler != null)
InvokeBaseHandler(cache, e);
var row = (Customer)e.Row;
if (row == null) return;
// Check if any CustSalesPeople is linked
var salesPeople = PXSelect<CustSalesPeople,
Where<CustSalesPeople.bAccountID, Equal<Required<Customer.bAccountID>>>>
.Select(Base, row.BAccountID);
bool hasSalesPerson = salesPeople.RowCast<CustSalesPeople>().Any(sp => sp.SalesPersonID != null);
if (!hasSalesPerson)
{
throw new PXRowPersistingException(typeof(CustSalesPeople.salesPersonID).Name, null, "At least one Salesperson is required.");
}
}Hope, it helps!
Same as your other post, you need to ensure your [PXDefault] has PersistingCheck = PXPersistingCheck.Null so that it checks for null values.
Aleks
+15Acumatica Functional Consultant & Customer Experience Supervisor
+4
Here is a Stack Overflow article to help you:
https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
Thanks for the responses. I couldn’t find any [PXDefault] as described in the documentation, so I tried these two options, but they didn’t work either. This might be because the salesperson comes from a different table. If you have any other suggestions or ideas to resolve this, I’d really appreciate it.
Make A Field Mandatory
Previously, we used the PXDefault attribute to make a field mandatory. But in the Customization Project Editor, we can use the settings to make the field mandatory.
- From the Customization Project Editor, select Fields in the left-hand menu.
- Set the Required section to True.
- Publish the Customization Package to save the change.
Add Conditions
Adding Conditions is useful when performing Enable/Disable, Visible/Invisible, and Mandatory fields. In the Customization Project Editor, we can add new conditions or append conditions to the default Acumatica-provided conditions.
To add conditions:
- Select Conditions from the menu on the left-hand side.
- The Condition Properties screen displays.
- Enter a Condition Name and complete the required fields. In this example, we are adding a condition to Order Type that Equals a specific value.
- Publish the Customization Package to save the changes.
+13Hi
If none of the above solutions work, you can create a small code customization:
- Override the RowPersisting event for the Customer DAC.
- In the handler, write a BQL query to fetch the Salesperson(s) assigned to the current customer.
- If the query returns no values, throw an exception indicating that a Salesperson is required.
below code helps you to achieve the same.protected void Customer_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler)
{
if(InvokeBaseHandler != null)
InvokeBaseHandler(cache, e);
var row = (Customer)e.Row;
if (row == null) return;
// Check if any CustSalesPeople is linked
var salesPeople = PXSelect<CustSalesPeople,
Where<CustSalesPeople.bAccountID, Equal<Required<Customer.bAccountID>>>>
.Select(Base, row.BAccountID);
bool hasSalesPerson = salesPeople.RowCast<CustSalesPeople>().Any(sp => sp.SalesPersonID != null);
if (!hasSalesPerson)
{
throw new PXRowPersistingException(typeof(CustSalesPeople.salesPersonID).Name, null, "At least one Salesperson is required.");
}
}Hope, it helps!
Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Thank you for your response. Is there an alternative way to solve this without involving any coding?
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