Custom Actions - Add to Action Menu - ARInvoiceEntry vs. APInvoiceEntry / JournalEntry

What version of Acumatica are you on?  Older versions are added via AddMenuAction, but more recent releases have converted to the new workflow engine.  If you check the code repository and find a file called ARInvoiceEntry_Workflow.cs in the PX.Objects/AR folder, then you will know you are on the new workflow engine.

In the new workflow engine, here is the simple version of adding an action to the 3 dots menu via code.  Workflow gets significantly more complex beyond this, but this example where I simply added a an action to Sales Order should get you started.  My version is 2022R1, which is slightly different than 2021R2.

using PX.Data;
using PX.Data.WorkflowAPI;
namespace PX.Objects.SO.Workflow.SalesOrder
{
    public class SOOrderEntry_Workflow_SSCS : PXGraphExtension<SOOrderEntry>
    {
        public static bool IsActive() => // Insert IsActive code here

        #region Initialization
        public override void Configure(PXScreenConfiguration config)
        {
            Configure(config.GetScreenConfigurationContext<SOOrderEntry, SOOrder>());
        }

        protected virtual void Configure(WorkflowContext<SOOrderEntry, SOOrder> context)
        {
            context.UpdateScreenConfigurationFor(screen =>
            {
                return screen
                    .WithActions(actions =>
                    {
                        actions.Add<SOOrderEntry_Extension>(g => g.RecordOutage, a => a.WithCategory(PredefinedCategory.Actions));
                    });
            });
        }
        #endregion

    }
}
 

On 2021 R2, build is 21.118.0038

Thank you for sharing your solution @rualdventer64 !