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

Calculating Grid Totals on an Inquiry Form

One of the common requirements that one may have for the inquiry form is to have Totals calculated for some column in the grid. It may seem a simple task, but there are some unexpected obstacles that make it hard to implement the feature properly. Straightforward Solution We can implement the requirement with the help of a filter delegate. Assume that we have the filter view and the grid view. Add a field for accumulated result to the filter DAC. In the filter delegate get records from the grid view. For example: This code works, but it has several issues: It does not consider user defined filter for the grid Filter… Read more

Configuration Lot/Serial with Custom Date Format

Hi all, In Acumatica, we have ability to configure for the auto incremental number Lot/Serial in the stock item. Today I would share about using the configuration with Custom Date Format. Firstly, you need to make sure that the Lot/Track Serial need to be enable in Feature. Secondly, you need to create the configuration by navigate to the screen Lot Serial Classes. As you already know in this screen, we will defined how we can track our Lot/Serial. Now try the configuration as image bellow: Thirdly, navigate your browser to stock item screen. In this scree, we will mapping the configuration to specified stock item. Finally, you have finish the… Read more

Acuminator Coloring

Good day, everyone!This is a second post in the series dedicated to the Acuminator. Today I would like to tell you more about the Acuminator syntax coloring. Feature Overview Syntax coloring is one of the most common and useful features given to programmers by development tools. It uses a simple idea – to emphasize some text in program by coloring it in different colors. This allows quickly and clearly show to a reader keywords, variable declarations and many other useful things. Our attention is drawn to words with a different color and this is used to show us the important parts of the code. The color itself also gives some… Read more

Acuminator Diagnostics Tips

Hello, everyone! This article starts a series of posts devoted to Acuminator. Acuminator is an extension for Visual Studio. It strives to achieve two goals – to check that Acumatica Framework is used correctly by means of static analysis and to ease work with Acumatica for developers. You can read more details about the project on GitHub. In this post I want to share with you a couple of useful tips about Acuminator diagnostics: The documentation and justification for every diagnostic can be found here. You can see diagnostics for all open files in Visual Studio’s Error List window. Every time you open or close code file the list with… Read more

Saving Entry from Custom Button

Hey! It’s a pretty common situation when you need to call the Save action from your button. You could use it in graph extension or directly in the base graph. We will use the extension as the example but the code almost the same for the pure graph. There are two requirements: A button should use the IEnumerable version of the method, not void. A method without the return brokes navigation after saving. A user could get blanked screen when saving a new document. A method should be decorated with PXButton attribute with CommitChanges = true property, otherwise, the Save button could stay in enabled status after saving. Not tested with CommitChanges in… Read more

How to Use Delta Synchronization with OData API

For various reporting, BI, or data warehousing scenarios you often need a way to export and synchronize data between an Acumatica instance and your solution. OData API is a good fit for read-only scenarios, and it is widely used by different ISV solutions and external BI services such as Power BI. But reading the whole entity set every time when you need fresh data is very resource-consuming, so the preferred way is to use delta sync. What Is Delta Synchronization Delta (Differential) sync is a type of synchronization technology that only synchronizes newly created or updated records. It drastically reduces the amount of data passed between an Acumatica instance and… 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

Non-Programming Customization with Automation Step

Hi all, As you many know about this ” Some Acumatica ERP functionality is implemented through automation steps, which are steps to be executed on an Acumatica ERP form for specific records or objects generated in the system, depending on the properties of the record or object. For a data entry Acumatica ERP form, you can create any number of automation steps that redefine the functionality of toolbar actions, add values to combo box lists, or provide default values for the form elements, based on the properties of the records under processing. ” – Help Document Today I would like to share with you about the ability to do customization with… 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