Acumatica Announced a Webinar Series for Developers

Hi All, Mark Franks just announced an exiting webinars series –https://adn.acumatica.com/blog/announcing-a-new-developer-webinar-series-for-isvs/ I want to encourage you to join and attend most important topics to you. Event if you are in the different time zone, take this chance get a recording and be the first to know new perks in Acumatica Cloud! Please register by clicking on the webinars above you wish to attend. Credit Card Processing Enhancements – 22nd FebruaryJoin us as we discuss our roadmap for our credit card processing plugin for 2019 R2, and see what’s new in 2019 R1 .  We will talk about new processing plugin interface, mobile credit card payments, portal payments, changes in our Credit Card Payments… Read more

Primary & Foreign Keys

Hi Everyone, Acumatica is a advanced ERP system. And when we speak about ERP it is not only about data input, it also about how to store, retrieve and analyze data we have. Because of this we have very connected tables in Acumatica databas where almost every 3rd-4th column is a foreign key to other record. This helps a lot with data analyses.But how to organize keys better for usage, faster for search and smaller for database storage? Primary/Foreign Keys Definition In general we have only 2 ways to define and organize keys: Natural Keys and Surrogate Keys. Each way has own benefits. Natural keys (Code, CD)A natural key is… Read more

Use Acumatica xRP Platform from Console App

Hi All, Did you know that it is not necessary to have a Web Site under IIS to get benefits from Acumatica Platform? You actually can run Acumatica platform even from console app! To do this you just simple do following: Create Console Application in Visual Studio Add references to (PX.Common.dll, PX.Data.dll, PX.Objects.dll) Copy web.config from Acumatica site to app.config of your console application Specify user and company using PXLoginScope Use Acumatica Platform as normally you do that. Here you can find a code example followed by some comments: App.config file is required to Acumatica platform to get proper environment configurations, database connection and other settings. For experiments you can… Read more

Cash Discount Customization

Hi Everyone, Today want to share with you a ways to customize cash discount calculation in AP and AR. The main payer there is a TermsAttribute, that does all required discount calculations. It is linked to fields it need through parameters in constructor: ARInvoice.docDate – input – date of the document ARInvoice.dueDate – output – due data of the document ARInvoice.discDate – output – data where discount is applicable ARInvoice.curyOrigDocAmt – input – total document amt from where discount will be calculated ARInvoice.curyOrigDiscAmt – output – end discount value As there values are configurable it very easy to replace its calculations using customization framework and use different values as a… Read more

Restoring database and create an instance.

Hi guys, I want to share on how you will restore an instance from an existing database file. We usually use the snapshot function of Acumatica, if the system has too many tenants, you will make a snapshot every single out of it, which will make it very tiring task for you also added if the database data is so large. Note: This is only good if you have access on the database itself with management tools, like SQL Management Studio for SQL Server, or Any GUI for MySQL/MariaDB Servers which will produce a .bak File or a .SQL File for you to restore. How to Create an Instance from… Read more

Team Structure and Features Work

Hi Everyone, I would like to speak a bit about team development and would like to share a bit of experience of how Acumatica organize development teams. Actually within Acumatica history I really saw how company was changing from unstructured extreme programming to real and organized scrum. This was a long path full of mistakes and success. And I think this experience is worth to share. Here are few ideas to you. Acumatica team is one, solid team where 4 different types of employees are involved. This is important in terms of responsibilities for feature. Team owns the feature and should really focus all resources to deliver it on time.Here… Read more

Easier way on adding Action Menu in Existing Graph

Hi Guys, to help you with coding or adding a Menu Action to an existing screen. Level: Basic Example Scenarios: Grouping Customized Reports  Organized Action Buttons Folder instead of displaying all buttons in toolbar First we need to define our Action Buttons Folder Action Action1 Action2 Then we override the screen’s Initialize() or Initialization Process Using public override void Initialize() then we add the Actions to the Action Folder with  this.ButtonFolder.AddMenuAction(ButtonItem1); Furthermore, please include  MenuAutoOpen = true to make the button not clickable as button and will act as a dropdown button. Please refer to the code below: Just publish the Customization Project, and it will apply accordingly. That’s it, have a nice… Read more

Dynamic API Endpoint URL

Hi All,Sometimes you may need to dynamically change the URL of the API endpoint. In these cases standard way with putting URL in app.config file does now work properly, so we need another way. Here I want to share with you one of the good options that I used in some API integrations here URL needs to be configured in the sessions screen: This approach also helped me previously to solve issue “Could not find endpoint element with name ‘<Name>’ and Contract ‘<Name>’ in the ServiceModel client configuration section. …” In general this error can be solved by copying app.config file with dll or embedding configurations, but it is much… Read more

Extend Tax Calculation Precision

Hi All, A while ago I got a question about extract from document tax calculations in Acumatica. In Thailand there is requirement by law to calculate tax from Document Amount, however in Acumatica we have only option to extract tax from item amount. However this calculation is not aways correct due to rounding differences between line amounts and document amount. For example if you have 7% tax and 3 lines (47000, 18000, 9000) with total 74000 than: If you calc taxes from each line and sum it than you get Taxable Amt = 69,158.87, Tax Amt = 4,841.13 If we calc if using excel (Amt – Amt*1.07), than Taxable Amt… Read more

Tenant Selector In Acumatica

Hi All, Quick trick for you. If you need to link several tenants together, you can use the code from this article Tenant selector attribute: #region NeuralCompanySelectorAttribute public class CompanySelectorAttribute : PXCustomSelectorAttribute { public CompanySelectorAttribute() : base(typeof(UPCompany.companyID)) { DescriptionField = typeof(UPCompany.loginName); } protected virtual IEnumerable GetRecords() { PXCache cache = _Graph.Caches[typeof(UPCompany)]; Int32 current = PX.Data.Update.PXInstanceHelper.CurrentCompany; foreach (UPCompany info in PXCompanyHelper.SelectCompanies(PXCompanySelectOptions.Visible)) { if (current != info.CompanyID) yield return info; } } public override void DescriptionFieldSelecting(PXCache sender, PXFieldSelectingEventArgs e, string alias) { if (e.Row == null || (sender.GetValue(e.Row, _FieldOrdinal) == null)) base.DescriptionFieldSelecting(sender, e, alias); else { UPCompany item = null; Object value = sender.GetValue(e.Row, _FieldOrdinal); Int32 key = (Int32)value; foreach (UPCompany info… Read more

Put Document on Hold with Code

Hi All May Acumatica documents have an imbedded workflow. Hold/Unhold is usually a part of this worflow. Sometimes we may want to emulate user behavior thought the code, but there is a trick here. Acumatica’s Hold checkbox usually adds a hidden button that is triggered automatically when you check/uncheck hold. When you work thought the code you need to consider it and call button as well. Here is example on how to call hold on Purchase Order: public PXAction<POOrder> PutOnHold; [PXButton()] [PXUIField(DisplayName = “Put On Hold”)] public void putOnHold() { POOrder row = Base.Document.Current; if (row != null) { //row.Status = POOrderStatus.Hold; row.Hold = true; row = Base.Document.Update(row); Base.hold.Press(); }… Read more

Dashboards based on Real Screen

Hi All, You may know that it is easy to do a dashboard in Acumatica based on Generic Inquiry. But you also can enable your custom real screen to be a dashboard source. To do this you actually need only 3 things: Mark your Graph as dashboard source: [PX.Objects.GL.TableAndChartDashboardType] Mark you Data View as Filterable: [PXFilterable] Add a Data View delegate. For some reason dashboard does not work without it. I hope this issue will be solved soon. Full code source: using System; using System.Collections; using System.Collections.Generic; using PX.Data; using PX.Objects.AR; namespace CUrrentBranch { [PX.Objects.GL.TableAndChartDashboardType] public class CurrentBranchInvoices : PXGraph<CurrentBranchInvoices> { public PXCancel<ARInvoice> Cancel; [PXFilterable] public PXSelect<ARInvoice> MasterView; public virtual… Read more

Depersonalize Acumatica Database

Hi All, If you need to give an Acumatica Database to someone but if you care about data privasy, you may a way to crear some sensetive data from the database. Here I want to share with you a script example that creares and depersonalise some of private information from database: View the code on Gist. Basicall this script resets all passwords, clears all contact and address details, remove files attached. Feel free to improve and extend it for other objects. Hope it helps!

Get Current Company Name

Hi All, Want to give you a short trick – how to extract company name from the currently logged in user: Company Name PX.Data.PXLogin.ExtractCompany(PX.Common.PXContext.PXIdentity.IdentityName) Here we have 2 things: PXSessionContext (PXContext.PXIdentity) – System class that stores environment variables in session like User, TimeZone, Branch, Locale. Actually this is used for user authentication authorization. However user here is stored with a full notation – like “user@company:branch”. But we can cut a part of it using special rules. PXLogin – set of tools that can help to login user and use username. In our case it can extract company name right from full identity name. Company ID PX.Data.Update.PXInstanceHelper.CurrentCompany Here we have an… Read more

Generic Inquiry with Filtering by Current Branch

Hi All, Want to show you an option how can you filter documents in Generic Inquiry by currently selected branch. In reports you have an option to use AccessInfo.BranchID, but in generic inquiries unfortunately such option is not available. You also can’t join this table as AccessInfor is virtual table that does not exist in database. However there is a workaround – we create a parameter in GI, that will get a default value from any branch field in Acumatica that has a default value from current branch and than use this filter for filtering. Let me guide you: We need to create a parameter that will store a current… Read more

Reporting Currency Conversion on the Fly

Hi All, In Acumatica you can use standard currency translation tool to translate base currency to any other reporting currency. However this process is available only for GL Balances. You can really translate AP/AP SO/PO balances and total using the same approach. Here I want to give you the idea of how can you do on the fly currency translation from any currency to any currency on any document in Acumatica for reporting purposes. Problem The biggest problem of this task are Rates. In Acumatica we store rates assigned to effective date. But if you have other dates where are no rates defined, we need to user the closest previous… Read more

Override Action – Confirmation Dialog

Hi Everyone, Want to give you an example of how to modify an action in Acumatica. specifically I’ll customize a Release action on Payments and Applications with adding a Confirmation Dialog with conditions. To customize an action we should follow the Acumatica customization guide. In simple words we should do following: Find the original action. Create a graph extension. Redefine the original action with the same parameters. Add own logic in the new action. Call base action code. Base Action Code To find the original Action you can use Source Code browser. Custom Code Your code will be called instead of the base action. You can put your custom code… Read more