acumatica-kb

I've noticed that whenever an AR Invoice gets saved, a record gets created in the Note table with the new invoice's note ID. Can you tell me how that is being accomplished? I'd like to get one of my screens to do the same thing. I guess there must be some kind of attribute on the either the DAC or the graph but I can't find it. I have the PXNote attribute on the NoteID column in my DAC but it does not cause a Note record to be automatically created. Thanks for your help. To have Note record automatically created when a new parent record gets saved, one should invoke the static PXNoteAttribute

Out-of-box Acumatica Inventory Item Label report ( IN619200 ) is designed to print multiple labels for the line item on the receipt only when the item is serialized. We will be modifying report that will allow user to select a receipt number and have the system generate the number of labels based on the quantity received for each item regardless if they are serialized or not We will be modifying out-of-box Inventory Label Report (IN619200), which would print each label per quantity received rather just one for all quantity for non-serialized stock item. We need a user table and need to

I am trying to assign an Business account to an user and not able to figure out how to do it. I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message. Associated business account check is done in constructor of the InventoryLineMaint Graph linked to this page and if not found; exception is raised which is correct by design. And that’s the reason you are seeing this message. To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is

I made a DAC extension on CROpportunity in my customization project which was working well in 6.10 and 2017R2. Now I upgraded my site to 2018R1 and my custom fields don't work anymore. As soon as I save my record, the customized field goes blank even if the database saved the value correctly. Why is this happening ? In version 2018R1, PX.Objects.CR.CROpportunity became a projection of PX.Objects.CR.Standalone.CROpportunity . In order for the projection to get its customized fields values correctly, you need to also customize the Standalone DAC and set the BQL Field of PX.Objects.CR

Acumatica obviously has the ability to create excel files from various locations in the system. Is the methods used to generate the excel file exposed publicly by chance and can be used outside of the standard grid, report, import services? I have the need to be able to generate an excel file from one of my actions and attach this as a file attachment. I'd prefer to use the built in excel methods for simplicity if possible before I go down the route of including EPPlus dll's or similar. Thank you for any information DChhapgar You can utilize PX.Export.Excel.Core.Package to generate an Excel

Out-of-box Acumatica Sales Order (SO301000) does not have attribute support. How to extend attribute support to Sales Order entity in Acumatica? At the very core, your entity main DAC must have GUID column ( NoteID ) to reference CSAnswers table and must have field that identify the class of the Entity. We will make use of Order Type to define list of attributes to gather particular order type-specific information. Create a Graph Extension for SOOrderTypeMaint Graph and declare data view to define list of attributes for a particular order type. We will be using out-of-box CSAttributeGroupList

I have added a customization to the PO Entry screen, PO.30.10.00. The customization adds four date fields, a combobox text field, and a string(10) field. Right now, the fields are only editable when the PO is on hold. The user wants to be able to edit these fields at any time. They are using these fields to keep track of different POs and will build Generic Inquiries on them so they can communicate the statuses of the POs by maintaining these fields. The Promise Date is editable when the PO is in Open status. We would like these custom fields to be editable like the Promise Date is. The