Tuesday, 16 January 2018

Show/Hide Grids on the Fly

Hi Everyone,

Sometimes you need to show user interface differently depend on parameters selected. Here I want to show you an approach where you can show different grids depend on parameters selected in filter.

You may need different grids in the following cases:
  • If have different data access classes (tables) to show.
  • If you need to have different grids layout depend on parameters.
  • If you  need to to have different columns configurations.

Friday, 12 January 2018

Multi-Select Selector

Hi There,

Want to share with you hidden way to add a multi-select Selector control to have better filters.
Acumatica Multi Selector

There is a special UI Control px:PXMultiSelector that allows you to select multiple values in the same field. Values will be stored in the field with Semicolon Separator. For example in the field like shown above we will have following value: ACTUAL; BUDGET
Acumatica Multi Selector Value

To add such control you need to do following:
  1. Define a selector on the DAC field. Please note that you should disable Validate value, as selector will try to search combined value in DB and fails with error.
    1. [PXSelector(typeof(Ledger.ledgerCD), ValidateValue = false)]
  2. Second step will be UI control definition. Note that there is no such control in the list of available controls, so you have to edit ASPX directly, but it is easy to replace PXSelector with PXMultiSelector. Do not forget Commit changes if you need to filter by this field. 
    1. <px:PXMultiSelector runat="server" DataField="Ledger" ID="CstPXSelector4" CommitChanges="True" ></px:PXMultiSelector>
Multi-Value selector will be good with new In<> Bql operator in Acumatica 2017 R2

Have a nice development!

Monday, 8 January 2018

Generate IN Receipt from the Code

Hi All,

In my experience I have quite a lot of questions like - how to create a document on the fly.
The answer is rather simple - we need to use the same objects as user interface and emulate user interface behavior.
  • As the main object that contains a business logic and validation is Grpah, we need to create it from the code and use for calling actions and pushing data.
    • INReceiptEntry graph = PXGraph.CreateInstance<INReceiptEntry>()
  • To create a new object we can use PXCache.
    • INRegister header = (INRegister)graph.CurrentDocument.Cache.CreateInstance();
  • Every container control form UI is linked with Data View that is linked with DACs and tables. As you may know from Acumatica Platform Achitecture UI sends just 4 commends to the server logic (Insert, Update, Delete, Select). So in our code we need to use corresponding data views and call appropriate commands with data provided.
    • header = graph.CurrentDocument.Insert(header);
  • Acumatica uses Events triggered from UI we need to emulate it with calling appropriate commands of Data Views when necessary. For example if you choose Inventory Item, Acumatica defaults some values. We need to emulate this call to server logic with Update command.
    • tran.InventoryID = 691; tran = graph.transactions.Update(tran);
  • We also need follow the flow how user creates a record. For example we need to fill document first before entering transactions.
So basically that is it.

Please check my simple example extension where I create a Inventory Receipt from button on Sales Orders screen.
Acumatica Create Receipt


Have nice development!

Friday, 5 January 2018

How to Translate Acumatica

Hi Everyone,

It is actually very easy to localize Acumatica to any other language. And here I want to go thought the localization process Step by Step.

System Locales
First thing we need to do is to setup a new Locale on System Locale Screen. Here you can specify name, type and some other preferences. Please note that locale should be active, you can login only to Active locales.
Acumatica System Locales
After you save, you will be able to see new locale on login page even if there is still no translation yet.
Acumatica Locale Selector
Please note that locales are different per each company, so to choose your locale you should select correct company first.

Please note that on the same screen you also can define your preferences for Numbers and Date Time representation with "Show Locale preferences". Also you can define in what languages should some Customers/Items and other descriptions be shown with "Setup Languages" button - this feature is called "Milti-Linguial Fields",

Collecting of String for Translation
Now we need to get strings for translation. But before that we need to collect them with Collect String Button. We need to collect strings every-time before translation as during version upgrades Acumatica may introduce some new labels, also during customization or report building you can add some new labels or error messages also. So the final set of string should be collected from exact instance right before translation.
Acumatica Collect Strings
When process has been you can extract Strings for translation from Acumatica.
There are 2 types of strings:
  • Bound Resources - Labels, UI Elements, Reports and some other things
  • Unbound Resources - Error Messages, TextBox Values, Time Zones, Mobile Sitemap and many others that are not related to particular screen in Acumatica.

Unfortunately Acumatica shows only bound or unbound in the same time, so you have to download files twice with "Show Only Unbound" checkbox defined and without it.

On the time when I made this article (in Acumatica 2017 R2) there were about 30000 strings with different length in each.

Do Translation
You can easily do translation of Acumatica labels in Excel or any other useful tool for you.
After translation has been completed you need to upload it back to Acumatica.
Acumatica Translation in Excel

Upload of Translation
In my experiments it is enough to upload data only for bound resource but I suggest you to upload translated file twice also for bound and unbound resources.

Done. Now you can re-login to Acumatica using new Locale and  you will see fully translated user interface.
Acumatica Thai Translation

Have a fast translation!

Tuesday, 2 January 2018

Attach Files with Rest API

Hi All,

In Addition to my topic with Acumatica REST API where I showed how to retrieve and save records using Acumatica Contract Base Rest API I want to share with you now how can you attach files with the same way.

To Attach file you just need to put binary data by following URL: https://<server>/entity/<endpoint>/<version>/<entity>/<key1>/<key2>/files/<filename>

For example, to attach file to stock item you will have following URL:

Acumatica Files Rest API

File will be attached to entity automatically.

Have a nice integration!

Friday, 29 December 2017

Change Azure VMSize for Acumatica Package

Hi All,

Past several years Microsoft has added multiple possible VM sizes (that you can check here) and they actually will not stop at this point.

So we need a good way to easily change some properties, if we want to have custom Azure configurations. Today i want to share with you the way how can you repack Acumatica Azure package.

To complete there steps you need to have installed:
  • Microsoft .Net 4.0+ for running PowerShell script.
  • Azure SDK 2.9+ You can download it here. Actually you just need a one single tool that will do packing - MicrosoftAzureAuthoringTools-x64.msi. Than you will be able to find a CSPack.exe tool by this path "C:\Program Files\Microsoft SDKs\Azure\.NET SDK\v2.9\bin" CSPack can generate *.cspkg files, that are actually should be uploaded to Azure
  • 7zip.exe for extracting files
The idea about this approach, that Azure package is just a Zip file, that can be extracted. So we can extract it, change required configuration and pack it back.

Here you can see folders structure that I have prepared for this task:
folders structure acumatica
  • In the "In" folder you should put your Acumatica Service.cspkg right there.
  • "Out" folder will contains repacked file in the end of process.
  • "Package" folder contains some tools and temporary extracted files required for the process.
     folder contains acumatica
    • "7za.exe" - 7zip console tool
    • "template.txt" list of system files required for packing
    • "properties.txt" list of additional required properties
  • "1-extract.bat" will extract data from standard package.
  • "2-pack.bat" will pack data back after modification of properties.
  • "ServiceDefinition.csdef" is Azure csdef file that contains some properties and actually includes vmsize that we need to change. 

So the entire scenario:
  1. Download Acumatica Azure Package from Acumatica web site.
  2. Put Package to "In" folder
  3. Run Extract.bat
  4. Change vmsize in the "ServiceDefinition.csdef" file to required size for your company
  5. Run Pack.bak 
  6. Get Result package from "Out" folder.

Code files:

Have a nice Installation.

Wednesday, 27 December 2017

Link Between GL And AP/AR

Hi There,

In case you have not seen that before, Acumatica has links between GL Batch lines and AP/AR Invoices lines - Following conditions should be applied:

  • GLTrain,TranType = ARTran.TranType;
  • GLTrain,RefNbr = ARTran.RefNbr;
  • GLTrain,LineNbr= ARTran.TranLineNbr;
TranLineNbr is populated on release of a document in another module with the number of the corresponding line in that document.

Please note that TranLineNbr can be empty in some cases. For example if you have consolidation posting to GL, than multiple AP/AR trans will be combined in one GL line, in that case TranLineNbr cannot be evaluated. Specially this field is not populated when PX.Objects.GL.GLTran.SummPost is ON.

Using that knowledge you can update something in GL from AP/AR transactions. For Example:

protected void GLTran_TranLineNbr_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
       GLTran row = (GLTran)e.Row;

       if (row != null
&& row.RefNbr != null && row.TranType != null && row.TranLineNbr != null)
              ARTran tran = PXSelect<ARTran,
                      Where<ARTran.tranType, Equal<Required<ARTran.tranType>>,
                             And<ARTran.refNbr, Equal<Required<ARTran.refNbr>>,
                             And<ARTran.lineNbr, Equal<Required<ARTran.lineNbr>>>>>>.
Select(Base, row.TranType, row.RefNbr, row.TranLineNbr);
              if (tran != null && tran.Date != null)
                      row.TranDate = tran.Date;

Have a nice Customization.

Calling Base Actions by example of Generating Time Cards

Hi All,

Just a short article where I can share with you customization that can generate time cards from uploaded time activities.
 time cards
Customization doing following:
  • Selects the first and the last unreported (where no time-cards assigned) activity from currently selected employee.
  • Goes week by week between first and last activities
  • Create a new time card for every week using TimeCardMaint graph
  • Code also automatically submit time card for approval
  • In case there is unreported activity for already submitted or released time card, code can automatically generate time card correction and submit it again.

Tuesday, 26 December 2017

Dashboards and Reports on Mobile

Hi All,

Do you know that Acumatica Mobile native app has supported dashboards and reports since release of version 2017 R2.
dashboards and reports acumatica
Here you can see YouTube video with full presentation of Acumatica Mobile capabilities - Acumatica Mobile App - Functionality and Customization

But in this article I want to show you how to configure it by you own. Welcome under the cut.

Monday, 25 December 2017

Restore Large Snapshot

Hi Everyone,

Have you seen such error before when you try to upload snapshot of the size more than a gigabyte?
The Error message: "Snapshot file size exceed the maximum allowed size".
Acumatica Snapshot Size Limits
There are multiple reasons why it is not allowed - connection stability, IIS limitations, Memory size, on the fly processing limitations and so on.

But what you still need to restore a snapshot and you need to in any possible way? Lucky you there is a stable way for that using Acumatica Configuration Wizard.

Monday, 18 December 2017

Visual Studio Code Snippets

Hi All,

If you search on ways to optimize your development experience you can try to look at the code snippets for Acumatica events and DAC fields.

Here it comprehensive instruction on how to develop own code snippets.
I want to share with you snippets I use in my own local environment. Please follow the installation Instructions:

  • Below you will see the XML code from GitHub Gist that you need save as a file: Acumatica.snippet
  • Place this file to snippets location : C:\Users\<username>\Documents\Visual Studio 2015\Code Snippets\Visual C#\My Code Snippets
    • Code Snippets
  • Launch your Visual Studio and try to use it.

    • Code Snippets

Code snippet is under the cut.

Wednesday, 13 December 2017

Synchronize User Passwords between Companies with SQL Trigger

Hi Everybody,

Here want to share with you one easy way how to easily sync passwords between users in all companies in Acumatica - we can use SQL triggers.
A trigger is a special kind of code that automatically executes when an event occurs in the database server. Database Engine execute trigger when a user tries to modify data through a data using Update/Delete/Insert commands.

In our case we can catch the event when password is changed in specific company and distribute it to all other companies we need.


Have a nice configurations.

Thursday, 7 December 2017

Copy Dashboard

Hi All,

Previously I shared with you how to copy dashboards using SQL script.

Starting from Acumatica 2017R2 you can also copy dashboards with 2 more ways:
  • Using customization project
  • Export/Import from/to XML buttons

Steps using Customization Project:
  1. Go to Customization Projects and create a new one.
  2. Find Dashboards section In the Customization Browser.
  3. Find and Select there a dashboard that you want to copy.
    1. Steps copy dashboard acumatica
  4. Go and publish this customization to other companies
    1. Steps copy dashboard acumatica
Done, you can use it now.
Please note that you can export customization project and copy dashboards to other Acumatica Instance.

Steps using Export/Import from/to XML
Another way you have Export to Xml/Import from Xml buttons on Dashboards. These buttons will allow you get copy and upload dashboards definitions between databases and servers.
copy dashboard acumatica

Have a nice Configurations!

Monday, 4 December 2017

Multi-Company Drop-Down

Hi All,

Today want to show you how to have different values of drop-down in different companies:
  • Company One
    • Values 1, 2, 3
    • Labels "1", "2", "3"
  • Company Two
    • Values 3, 4, 5
    • Labels "1", "2", "3"
To do this we can use following nice features in Acumatica Platform:
  1. PX.Data.Update.PXInstanceHelper.CurrentCompany - to get ID of current company
  2. FieldSelecting - Event where you can change/adjust value just before it will be included in response to browser.
  3. e.ReturnState = PXStringState.CreateInstance(...) - State contains full description of control that should be generated in the user interface with app UI properties and configurations. By adjusting state on the fly you can change list of allowed labels and values
  4. Custom Attributes - to reuse one logic in many places
Please see full code example under the cut.

Monday, 27 November 2017

Restrict Data Accessibility using Generic Inquries

Hi Everyone,

In this article I want share with you one more idea of how can you use Acumatica Generic Inquires.
Acumatica Generic Inquires
Generic Inquires in Acumatica is key part of reporting and have plenty of usage examples:
And many others. Today I would like to add here scenario with restricting access right to data based on custom filtering conditions in the Generic Inquiry.

Lets assume we have two departments who is using opportunities for Products and Services. But we would like to disallow them see opportunities of each other.
Acumatica Generic Inquires