I have created a custom field in Contract table. And now I want to use that field in the Report ar641000.rpx. But, when I go to Contract table, I don't see the custom field.
To see table changes (Acumatica versions or customization) you need to refresh the schema in your report. The report loads the table schema so it just needs refreshed.
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User requirement is to create duplicate customer field in Invoice screen and that custom field is using for some historical data, But by default we are passing current Invoice customer value and later we are allowing user to change the custom field.
so in this case is there a way to set the value for existing records through code with out refreshing/modifying the existing record.
I have tried by using field level PXDefault attribute but that will not work in my case so their any events or some code to update custom field value for existing fields.
Thanks in advance.
I believe PXDefault would only execute when a new Row is being inserted. Perhaps one option could be to explicitly call cache.SetDefaultExt(e.Row) if value is null, but I am not sure whether it is 'legal' to do it on a row Selected
One other possibility is to use Generic Inquiry Mass Update (https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html). This way to could perhaps update past records in bulk. But be careful of Acumatica Transaction License limits.
Created a view and added to DAC and can view correctly in Generic Enquiry. However when added in Report Designer it returns correct number of rows but the data is just repeated form the first row. Any ideas?
Ensure your view contains CompanyID field and DAC has proper key(s) defined.
I have created a customization which contains DAC extension. There are few extra fields added to Stock Item screen (InventoryItem table). After publishing, the customer had a requirements for one of the field to change its datatype from string to bool. I did updated in customization and published it. However, it did not updated in database. As a result it was throwing an error. Is there anything I am missing here? Please suggest.
Acumatica doesn't delete columns out of the database as a result of a change in your customization. You have two options here, you can drop the column via SQL command and publish, or more realistically, you can just create a new UDF with a different name and change your code.
I just tried to add field into invoice.
I created fields in Transaction Body Fields(Customization/Lists,Records & Fields/Transaction Body Fields) and make Access to Full Access and display to main
but I couldn't find it in Invoice record.
Where could I find this?
On your custom field definition, you also need to click "Apply to Forms" and make sure your new field is enabled on all applicable forms. Then, clear your browser cache before viewing an Invoice record.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.