Where Acumatica name came from?

Hi All, Just a short interesting question “Why Acumatica is named Acumatica”? Actually it is combination of words Accounting (accou-) and Automatics (-matic). So we get “Accu-matic-a” 🙂 Last “A” is just for good sound. Also if you ever found wandering why PXGraph is named as Graph, than there is a reason – it is related to data structure inside. Using DataViews you define relation between database tables. These relations looks like a graph-structure as has a lot of direct and indirect references back and forth. So that is the reason.

Field Event Sequence

Hi All, As you may know from, Acumatica events are triggered in the specific sequence. But there is sequence not only for event types, events for different row and field will be triggered within a specific sequence too. Rows With rows it is a bit easy:Insert/Update happens in the sequence how it was triggered. If you update a value it will trigger an event sequence for specific cache that was updated. In case event updates other caches, that they will be triggered also as soon as cache.Update/Insert/Delete is called.Save/Delete happens for primary cache first as it is associated with the button, than it will call PXParent Attributes in the sequence… Read more

Page Refresh and Redirection

Hi All, As you know Acumatica page submits all data to the server though different callbacks. This is good for network performance, but brings some limitations – like redirection. Unfortunately it is not possible to use Response.Redirect() during the callbacks as browser script does not expect it and can’t properly react. To solve some of these issues Acumatica uses different exceptions (like PXRedirectRequiredException, PXReportRequiredException and so on). These Exceptions will be handled by base code (Callback Manager) and translated to text commands that will be handled in JavaScript. For instance, PXRedirectRequiredException(WindowMode.New, SuppressFramceset = false) will be translated to eRedirect3:+<SomeURL>. You can read more about this mechanism here. This code is… Read more

Flags in PXGraph

Hi All, A short but useful article today – PXGraph is a center of the whole business logic in Acumatica framework and can be triggered from different places: UI, Web Services API, Mobile, Import and so on. As a developer you sometimes need to know what is the context of the request you are processing right now, so you can adjust the business logic. For this purpose PXGraph has a set of flags that are automatically triggered during different operations. Here they are: graph.IsImport – flag will be automatically set when Import/Export engine is working. This will be true for Import/Export scenarios, Web Services, Copy/Paste action, Mobile. So almost all… Read more

Success Story in Acumatica

Original Post is located here: https://www.facebook.com/acumaticarussia/posts/323585055218750 If you ask me about my 12 years story in Acumatica, I would say it was the story of luck multiplied by hard work. Part 1: Moscow: Hiring It was all started right after bachelor’s degree at my university. I started to search for a job and a friend of mine recommended a company with name SW Soft. I went there on interview where Mike and Andrew gave me two tasks (we still give it to all new candidates). Later these guys became great mentors for me. One of the tasks I have completed only from the second attempt. I still remember my fillings… Read more

Remove Action Menu from Actions Drop-down

Hi All, Show example for you today – how to remove action from menu based on example of ChangeID function in CustomerMaint graph. Problem If you take VendorMaint and try to find who ChangeID is declared there you will be able to find following code: So you can see here that ChangeID button is added as a menu to the Action button. This works pretty well accordingly to example with adding sub-menu actions here. Now the question – what if we need to remove or hide this action? We can’t use automation steps as they cannot make button invisible. We cannot use PXUIFieldAttribute on ChangeID as this button is already… Read more

Open a Report in Acumatica

Hi All, Following a previous post about redirection architecture I want to show you an example of how can you use it to open a report. Here we need to use PXReportRequiredException, as it designed to open reports. But also we need to provide a report name and report parameters. Report Name is just a Screen ID that you can find in the sitemap Report Parameters is a Dictionary<string, string> that is basically a key-value pair. Key is a parameter name and value is a value. Parameter names are taken directly from the report. Here is the example code to create a button for report. I get this code from… Read more

Redirection and Dialog in Acumatica

Hi All, In the web application is mostly one-way communication – Browser send request, server receives it and response. This means If we don’t use a special technologies like a Web Sockets, that there is no way for server to communicate tho the browser Also if we don’t really know where is the user and if he still will interact with us. So here we have 2 major questions: How to return control to user when server logic needs it? Prevent data further data modifications? For example if dialog is required when user clicked save. In Acumatica we have solved these problems with exceptions. When we need to rise a… Read more

“This Form Cannot be Automated” – Investigation

Hi Everyone, I think everyone have seen this error message at leas once. This error message can appear as on customized Acumatica screens as on standard screens as well. But what is the reason of this error and what to do with it? Explanations This error is related to screen layout. When Acumatica need to perform any of the screen automations (like, scheduling, notifications, import/export data, web-services API calls, automation steps and so on), Acumatica parse screen layout and generates in-memory screen structure based on ASPX markup. This is needed to identify how many controls, forms, grids are located on the screen, what type of controls and how can they… Read more

Grids Master-Detail Relationship

Hi Everyone, Sometimes you need to have a screen with 2 grids that depend on each other. When you change line in one grid, it should refresh records in another. In this case you need to establish Grids Master-Detail relationship. In general master-detail relationship for grids is almost the same as for form-grid. You can read more about it in T200 Framework Fundamentials Training Guide, Example 2.2, Setting Up the Master-Detail Relationship Between DataAs a summary from the training, we need to do 3 points Put PXDBDefault attributes in child DAC to auto-initialize dependent keys. Put PXParent attribute in child DAC to allow cascade deletion and few other functions. Use… Read more

Common Issues in Addon Solution Architecture

Hi Everyone, During past time, I used to review several ISV solutions and have collected some common issues that may significantly complicate development and support. Unsplittable Code Problem – Some ISV Solutions code and Acumatica code are very heavily connected and looks like “yin yang”. That means that there is no clear boarder between Acumatica and ISV solution that gives hard time to understand where exactly is the problem – Acumatica or Customization. And this leads to even bigger problem – unsplittable code makes impossible for ISV team to investigate bugs and issues – are they related to Acumatica or Custom code. In the end it makes impossible to escalate… Read more

Access Restrictions by Workgroups

Hi All, Today I want to share with you a quite advanced customization that can significantly enhance your data security. Lets start with business task first: Customer want to limit visibility of certain documents and entities between different users and group of users: Users should see the entity or document if he is creator, owner or belongs to a workgroup that can see the document. If users see the entity or document than all his managers should also see the same document. Users who don’t belong to assigned workgroups should not see the document or entity. It is possible that documents or entities are assigned to multiple workgroups simultaneously For… Read more

Files Sync Providers

Hi All, Acumatica architecture is very extensible and many functions can be extended just with new class of specific interface/base class.Import Data Providers, Dashboards, Credit Card Processing, Bank Statement Import and so on. Most of them already described in different sources. However today I want to show you how to create a custom File Sync Provider. The list of providers that you can see in the Synchronization Types is actually dynamic. That means you can add there more functions without changing base code of Acumatica. To add a new File Sync Provider you need to to 2 things: Create a Provider class that can handle files Export/Import Extend Combo-box to… Read more

Sales Basics For Developers

Hi All, Here I want to share with you some information and my observations on how ERP Sales works in our business. As developers or consultants we are not often involved in sales processes and not often understand how company earns money. However I believe that is an essential knowledge for every single employee as only trough understanding of company targets we can properly define priorities. This is continuation of my previous article – Accounting Basics for Developers. Nature of Sales Sales in general is very chaotic thing that may be affected by so many different aspects: personal preferences (like/dislike more), knowledge (know how to use), personal relationship (trust someone… Read more

Records Post-Processing

Hi All, Today want to share with you some thoughts about how to organize additional processing in Acumatica.Commonly we may need to to something together with document release: create contract, send EDI request (like inter-company), call 3rd party API and so on. Most common way to do so is just code infection in the save or release process. Than you do 2 things just together.However this leads to some troubles: Performance – when you do 2 operations simultaneously you have to lock transaction for longer period of time, that finally affects other users as they have to wait. Repeating – if operation fails and you have to repeat it you… Read more

Partner Custom Training – Interviews

Hi All, Few months ago I was conducting a specialized training for About IT partner of Acumatica in South Africa. We have discussed many things like: development, issues investigation, implementation projects, internal ERP usage and many others. Here I want to share with you three interviews we recorded as part as these activities. Feel free to request Acumatica to provide training for whether you need it. Acumatica team will be happy to work with you on agenda and your questions.

Prevent SO Invoice from Posting Inventory

Hi All, A quick customization tip for you – if you need to cut Inventory posting from SO Invoice you can just simple override PostInvoice and don’t call the base method.In this case Invoice will be successfully released, but inventory transaction will be totally ignored. This customization might be important in some cases and have an easy customization!

Accounting Basics for Developers

Hi All, Long time ago, one my good friend explained me the accounting principles in 30 minutes in a way where I (a system developer, that time) understood it and never forget anymore. This knowledge serves me for a more than 5 years now and I promised myself to share this knowledge with every one how needs. So here it is – Accounting basics for developers.I’ll focus on accounts, account types and general ledger to explain where it is coming from and why it is like this. I guess you’ll understand how to use it after that! Part 1 – Owner is a Core Historically wise, everything has started from… 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