CREATE VIEW Statement in Acumatica Customization Project - acumatica

Question

Does anyone know how to push a CREATE VIEW SQL statement into an Acumatica Customization Project?
I know how to do it in SQL Management Studio, but doing it through a Customization Project would be useful for Acumatica SaaS customers.

Answer 1

You should perform the following steps:
Create your SQL View in Management Studio (for demo purposes let me stick to a simple PositivePay view):
CREATE VIEW [dbo].[PositivePay] AS
SELECT
APPayment.RefNbr,
APPayment.ExtRefNbr,
APRegister.DocDate,
APRegister.OrigDocAmt,
CashAccount.ExtRefNbr BankAccountID
FROM APPayment
JOIN APRegister
ON APRegister.CompanyID = APPayment.CompanyID
AND APRegister.RefNbr = APPayment.RefNbr
JOIN CashAccount
ON APPayment.CashAccountID = CashAccount.AccountID
AND APPayment.CompanyID = CashAccount.CompanyID
WHERE APPayment.CompanyID = 2 AND APPayment.DocType= 'CHK'
GO
Open your customization project and click on Code, then generate new DAC based on your SQL view as shown in the screenshot below:
Define key fields for your new DAC and save changes. For PositivePay we set IsKey to true for the PXDBString attribute on top of the RefNbr field:
[PXDBString(15, IsUnicode = true, InputMask = "", IsKey = true)]
[PXUIField(DisplayName = "Ref Nbr")]
public string RefNbr { get; set; }
Click on DB Scripts, select your SQL view name in DBObject Name and put SQL script into the Custom Script control following the pattern below:
IF EXISTS
(
SELECT * FROM sys.views
WHERE name = 'PositivePay' AND schema_id = SCHEMA_ID('dbo')
)
DROP VIEW [dbo].[PositivePay]
GO
CREATE VIEW [dbo].[PositivePay] AS
SELECT
APPayment.RefNbr,
APPayment.ExtRefNbr,
APRegister.DocDate,
APRegister.OrigDocAmt,
CashAccount.ExtRefNbr BankAccountID
FROM APPayment
JOIN APRegister
ON APRegister.CompanyID = APPayment.CompanyID
AND APRegister.RefNbr = APPayment.RefNbr
JOIN CashAccount
ON APPayment.CashAccountID = CashAccount.AccountID
AND APPayment.CompanyID = CashAccount.CompanyID
WHERE APPayment.CompanyID = 2 AND APPayment.DocType= 'CHK'
GO