I need to customize the Assignments and Approval Maps to be able to create a rule based on the Subaccount on the Request Line.
The current dropdown options are Request, Ship Address, Ship Contact, Remit Address, Remit Contact, Approval, Employee, and Department. These correspond with the views in the RQRequestEntry business logic, eg. PXViewName(Messages.RQRequest). The data I need is the ExpenseSubID from the RQRequestLine DAC and part of the Lines view in the RQRequestEntry business logic.
Do I just need to add a view for Lines called RequestLines to add it to the dropdown? How do I do that?
I'm on Acumatica 6.10.0956.
All I had to do was override the Lines view in the RQRequestEntry graph and add the PXViewName attribute for that view.
I followed this article:
https://help.acumatica.com/(W(12))/Wiki/ShowWiki.aspx?pageid=5312e75a-6f0a-4b2c-a28c-38da20782087
Related
I am wondering if there is a way to customize the salesorder manager form /app/accounting/transactions/salesordermanager.nl?type=fulfill&whence=
We need to add a custom field that is to be populate for the fulfillment (it is used during the one by one process, it is also needed during the bulk process)
Not sure if you can customize this page but for your use case, there is a Set Fields tab under the filters. You can choose your custom field in the tab then assign the value.
I'm modifying a Shipment Confirmation report and associated email Notification Template. By default on the report, I have access to some Sales Order information, but I don't see how I can get down to things like default salesperson default contact information (phone/email etc) and to the SO Line. (I'm looking to print an updated order summary with qty shipped total/qty backordered for each SO Line)
How can I add these additional data sources to the Notification Template?
I was able to add additional data to the Notification Template by adding a new view to the SOShipmentEntry_Extension graph.
To get SO Lines:
public PXSelectJoin<SOLine,
InnerJoin<SOOrderShipment, On<SOLine.orderType, Equal<SOOrderShipment.orderType>, And<SOLine.orderNbr, Equal<SOOrderShipment.orderNbr>>>>,
Where<SOOrderShipment.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>,
And<SOOrderShipment.shipmentType, Equal<Current<SOShipment.shipmentType>>>>> SOLines;
It doesn't show up in the listed datafields in the Template GUI, but it's accessible once I fiddled with the naming enough.
Is it possible to restrict the purchase order created automatically like when any dropship or special offer item selected in sales order?
I can confirm as of very recent discussions and testing with Netsuite that before submit does not trigger on automatically generated purchase orders.
We have an approvals system in place and were hoping purchase orders could be auto generated and stay pending supervisor approval but this is not possible as the before submit does not trigger.
An enhancement request has been raised by Netsuite for this functionality.
The behaviour of dropship and special order items is dependent on a checkbox. If you clear the checkbox when the order is approved then the automatic POs will not be created.
Checkbox clearing may be done by the user or may be done via a Before Submit user event script on the Sales Order.
If the need to restrict PO creation has something to do with PO vendor characteristics where you may also need to restrict general PO creation then you should extract the vendor check to a library file. that way it could be used in the SO beforeSubmit to clear the createpo flag and the PO beforeSubmit to throw an error.
You could also use the PO After Submit "specialorder" or "dropship" events to check the PO vendor after submit and delete the created PO.
However given your explanation in the comments the SO shouldn't be able to be approved. i.e. why take a drop ship order where the components are not orderable?
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.