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UDF checkbox to disable create shipment button

  • 1 February 2024
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S
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Hi All, 

 

We’re 2022 R1. We have a user defined filed called AR NO SHIP that we created to note that a sales order is on pro forma/credit hold and do not ship/create shipment.

This was covered during the 2024 summit but of course I couldn’t see much of the screen and can’t find a relevant thread here -- I need to make a customization project that if a UDF check box is checked/true, the create shipment button is disabled. I didn’t get very far in the customization editor lol.

Can anyone point me to an article/acumatica university vid that details how to disable a button based on condition?

 

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Best answer by miguel80 3 February 2024, 00:59

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miguel80
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Hi!

 

Fisrt step: expand the SO301000 screen on the custommization.

Second: Go to the actions menú and see if that action has a condition. If it does, look for it and add the new condition using your custom field, if it doesnt:

Third: Create a new condition and then add it to the action.

If you need further details, please let me know.

Hope this helps!

Miguel Q
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Hi!

 

Fisrt step: expand the SO301000 screen on the custommization.

Second: Go to the actions menú and see if that action has a condition. If it does, look for it and add the new condition using your custom field, if it doesnt:

Third: Create a new condition and then add it to the action.

If you need further details, please let me know.

Hope this helps!

Miguel, thank you sir -- this is a great start! Here’s what I did:

I expanded the SO Screen and see an action for Create Shipment (so far so good, I think).

Then I go to conditions, and I see a lot of conditions, but not one for ARNOSHIP, so I’m going to create one (I haven’t saved yet, however). I set the condition to ARNOSHIP doesnotequal TRUE (ie, it is unchecked).

Is that all I need to do, just add the ARNOSHIP condition? Or do I need to link the condition to the action?
 

 

Thanks Miguel, you were very helpful and I feel like I’m super close!

S
Rank
Userlevel 5
Badge

Hi!

 

Fisrt step: expand the SO301000 screen on the custommization.

Second: Go to the actions menú and see if that action has a condition. If it does, look for it and add the new condition using your custom field, if it doesnt:

Third: Create a new condition and then add it to the action.

If you need further details, please let me know.

Hope this helps!

Miguel, I think I may have figured it out. If I create a new ARNOSHIP condition, can I simply select it in the HIDDEN dropdown from the Create Shipment action? See screen below, but I haven’t created the ARNOSHIP condition yet.

 

miguel80
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Hi! Great!

Yes, slect the new codition in the “Hidden” or “Disabled” combo. Just consider that if the condition is TRUE it will DISABLE or HIDE it! It’s a bit counter intuitive.

Miguel Q
S
Rank
Userlevel 5
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Hi! Great!

Yes, slect the new codition in the “Hidden” or “Disabled” combo. Just consider that if the condition is TRUE it will DISABLE or HIDE it! It’s a bit counter intuitive.

Miguel, dude… IT WORKED!!! THANKS!

 

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