How to enable CustomerOrderNbr field in Sales Order screen? - acumatica

In Sales Order screen, I'm trying to enable the CustomerOrderNbr field if the status is completed
protected void SOOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
SOOrder doc = e.Row as SOOrder;
if (doc == null)
{
return;
}
if (doc.Completed == true )
{
PXUIFieldAttribute.SetEnabled(cache, doc , true);
PXUIFieldAttribute.SetEnabled<SOOrder.customerOrderNbr>(cache, doc, true);
}
}
however, it remains disabled and not doing what it's supposed to do. So what am I doing wrong ? Am I on the right event to override at all ?
Or is the screen really locked in once the Sales Order is Completed ?
Thanks for any answers.

Since Sales Orders screen is heavily driven by Automation Steps, in addition to extended RowSelected handler for the SOOrder DAC, it's an absolute must to modify automation steps for Completed orders that disable entire SOOrder :
In addition to the automation step change shown above, you should keep SOOrder_RowSelected handler:
public class SOOrderEntryExt : PXGraphExtension<SOOrderEntry>
{
public void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
SOOrder order = e.Row as SOOrder;
if (order == null) return;
if (order.Completed == true)
{
PXUIFieldAttribute.SetEnabled<SOOrder.customerOrderNbr>(sender, order, true);
}
}
}
With those 2 changes in place, Customer Order will stay enabled for SO Orders with Completed status:

Related

Enabling Fields on Sales Order Screen

I need to enable fields on the Sales Order screen when the Status of the Sales Order is Completed.
I found a few other posts with solutions on older versions of Acumatica where you need to also change things in the Automation steps but in Version 21.207 Automation steps has been replaced with Workflows and I can't seem to edit them for the Sales Order screen.
My Code:
protected void SOOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
var row = (SOOrder)e.Row;
if (row == null) return;
if (Condition1 != null && Condition2 == true)
{
cache.AllowUpdate = true;
Base.Document.Cache.AllowUpdate = true;
PXUIFieldAttribute.SetEnabled<SOOrder.salesPersonID>(cache, e.Row, true);
}
}
The Old Posts:
Enable SOLine field after Order Completed
How to enable CustomerOrderNbr field in Sales Order screen?
Update
Tried the answer from
Kyle Vanderstoep
But unfortunately the cache.AllowUpdate = true; stays False after stepping over it in debugging mode.
Update 2
The Solution from Kyle Vanderstoep did work in the end, after I remade the customization. Acumatica and my code was just acting up the first time round.
Two steps, override in workflow and in row selected. This one is for CustomerRefNbr
public override void Configure(PXScreenConfiguration configuration)
{
var context = configuration.GetScreenConfigurationContext<SOOrderEntry, SOOrder>();
context.UpdateScreenConfigurationFor(
c => c.WithFlows(flowContainer =>
{
flowContainer
.Update(SOBehavior.SO, df => df
.WithFlowStates(fls =>
{
fls.Update<SOOrderStatus.completed>(flsc => flsc
.WithFieldStates(fs => fs.AddField<SOOrder.customerRefNbr>()));
}));
}));
}
public virtual void SOOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected baseN)
{
baseN(cache, e);
SOOrder doc = e.Row as SOOrder;
if (doc == null)
{
return;
}
cache.AllowUpdate = true;
PXUIFieldAttribute.SetEnabled<SOOrder.customerRefNbr>(cache, null, true);
}

Force tax recalculation when TaxZoneID is updated inside event handler

I have a graph override for Invoices
public class ARInvoiceEntry_Extension : PXGraphExtension<ARInvoiceEntry>
and in one of the event handlers I am updating TaxZoneID, which works fine. However, the taxes do not get updated or recalculated. I have tried the approach mentioned here
cache.SetValueExt<SOOrder.taxZoneID>(order, branchLoc.VTaxZoneID);
but that doesn't work for me. I have tried it in _FieldUpdating, _FieldUpdated, and even ARInvoice_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler) events. Any ideas on why it doesn't work? The TaxZone and rates are already in the database (we are not using Avatax).
--- edit 1 ---
Here is the code where TaxZoneID is updated
namespace PX.Objects.AR
{
public class ARInvoiceEntry_Extension : PXGraphExtension<ARInvoiceEntry>
{
#region Event Handlers
protected void ARShippingAddress_PostalCode_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated del)
{
// PXTrace.WriteInformation("ARShippingAddress_PostalCode_FieldUpdated");
ARShippingAddress row = e.Row as ARShippingAddress;
if (row != null) {
if (DoChangeTaxZone(row)) {
var invoice = Base.Document.Current;
if (invoice != null) {
invoice.TaxZoneID = GetTaxZoneId(row);
sender.SetValueExt<ARInvoice.taxZoneID>(invoice, invoice.TaxZoneID);
}
}
}
if (del != null)
{
del(sender, e);
}
}
#endregion
private bool DoChangeTaxZone(ARShippingAddress row)
{
// logic ...
return true;
}
private string GetTaxZoneId(ARShippingAddress row)
{
// logic ...
return "TAX-ZONE-ID";
}
}
}
When you programmatically interact with tax records using the typical methods, the tax total will not refresh properly. The Tax DAC attribute doesn't recalculate the totals by default to improve performance.
To force tax attribute refresh you need to change the tax calc mode.
Tax calc mode NoCalc does not recalculate totals. This is the default mode.
Setting tax calc mode to ManualCalc is necessary to refresh the updated tax.
Code example to update the tax amount field, you can adapt it to update tax zone.
ARInvoiceEntry invoiceMaint = PXGraph.CreateInstance<ARInvoiceEntry>();
TX.TaxAttribute.SetTaxCalc<ARTran.taxCategoryID>(invoiceMaint.Transaction.Cache, null, TX.TaxCalc.ManualCalc);
invoiceMaint.CurrentDocument.Current = invoiceMaint.Document.Search<ARInvoice.refNbr>("AR005452", ARDocType.Invoice).FirstOrDefault();
invoiceMaint.Taxes.Select();
invoiceMaint.Taxes.Current = invoiceMaint.Taxes.Search<ARTaxTran.taxID>("CAGST").FirstOrDefault();
invoiceMaint.Taxes.Cache.SetValueExt<ARTaxTran.curyTaxAmt>(invoiceMaint.Taxes.Current, 3);
invoiceMaint.Taxes.Update(invoiceMaint.Taxes.Current);
invoiceMaint.SelectTimeStamp();
invoiceMaint.Save.Press();

Enable SOLine field after Order Completed

I need to enable the Salesperson ID and Commissionable fields of Sales Order Lines for Sales Orders in the Completed state.
I referenced the question here about enabling fields in the SOOrder header: How to enable CustomerOrderNbr field in Sales Order screen?
I added the two fields to the Automation Steps for the SO Complete step
And added customization code:
public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry>
{
public void SOOrderLine_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
SOOrderLine line = e.Row as SOOrderLine;
if (line == null) return;
PXUIFieldAttribute.SetEnabled<SOOrderLine.salesPersonID>(sender, line, true);
PXUIFieldAttribute.SetEnabled<SOOrderLine.commissionable>(sender, line, true);
}
}
However, the fields are still disabled. Is there something I'm missing?
I have a similar requirement with one of my clients. You're on the right track with automation steps, but you need something else to enable editing. Here are the two event handlers we use:
protected void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
// Make the promised on ship date field editable even after the order has been completed.
// This code is not enough to make the feature work - automation steps need to be modified for SO Completed and SO Invoiced to ensure the
// caches are not disabled.
sender.AllowUpdate = true;
Base.Transactions.Cache.AllowUpdate = true;
}
protected void SOLine_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
if (Base.Document.Current != null)
{
//Automation steps were modified to keep the transactions grid enabled for the completed status; we are manually disabling it here but leaving the promised on ship date field editable.
if(Base.Document.Current.Status == SOOrderStatus.Completed)
PXUIFieldAttribute.SetEnabled(sender, e.Row, false);
PXUIFieldAttribute.SetEnabled<SOLineExt.usrPromisedShipOnDate>(sender, e.Row, true);
PXUIFieldAttribute.SetEnabled<SOLineExt.usrLateReasonCode>(sender, e.Row, true);
}
}
To finish out the solution to this, in this case I found it was not necessary to Enable the full Sales Order Line via Automation Steps and then disable it via SOLine_RowSelect. It was, however, necessary to add the Sales Order > Order Nbr field to the automation steps (to make the document Save available after changing the Sales Order line). And strangely it was also necessary for us to give this Customization Project a higher Level than the others implementing it after other customizations that may have made changes to the same screen or objects.
public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry>
{
protected void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
sender.AllowUpdate = true;
Base.Transactions.Cache.AllowUpdate = true;
}
protected void SOLine_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
if (Base.Document.Current != null)
{
PXUIFieldAttribute.SetEnabled<SOLine.salesPersonID>(sender, e.Row, true);
PXUIFieldAttribute.SetEnabled<SOLine.commissionable>(sender, e.Row, true);
}
}
}

Acumatica - POOrder_RowSelected override enabling field when Status is Pending approval

I am trying to enable a certain field when POOrder status is on "Pending Approval" like Description field but when I override it on POOrder_RowSelected event it still doesn't enable the field.
protected void POOrder_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
{
if(InvokeBaseHandler != null)
InvokeBaseHandler(cache, e);
POOrder row = (POOrder)e.Row;
if (row != null)
{
if (row.Hold == false && row.Status == POOrderStatus.Balanced) // Balance is indicated on Pending appoval
{
PXUIFieldAttribute.SetEnabled<POOrder.orderDesc>(cache, row, true);
}
}
}
You can accomplish this by using Automation Steps.
Select your Purchase Order screen, and on Step ID select "NL Pending Approval". (See below)
Then locate "Purchase Order" TableName with FieldName "*" and unchecked the Disabled box. Then Save your changes.
Then you can extend the POOrderEntry graph and on RowSelected event handler add your custom logic(and set enable the desired fields):
public void POOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
{
if(InvokeBaseHandler != null)
InvokeBaseHandler(cache, e);
POOrder order= (POOrder)e.Row;
if (order == null || Base.IsExport) return;
if (order.Status == POOrderStatus.Balanced)
{
PXUIFieldAttribute.SetEnabled<POLine.orderDesc>(sender, order, true);
}
}
Sample above would enable Description field when POOrder is with Balanced Status. Here is another link to similar question involving Custom User Fields: How to enable a custom field on PO301000 when the PO is in Open status?

Sales Order SOLines Conditionally Disabled tranDesc being overridden

I have custom code on the Sales Order form that prevents editing SOLine descriptions unless it's a specific SOLine Code. I see that my custom code is being reached, but it seems that something else is overriding my logic, enabling editing on the field after I disable it. I was wondering if there are pre-defined automations that might be doing this for the Sales Order screen, or if there is some other place I should be looking to prevent this behavior.
//I had debug code that validated that RowSelected and SetEnabled were begin called
public class SOOrderEntry_Extension:PXGraphExtension
{
#region Event Handlers
protected void SOLine_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)
{
if(InvokeBaseHandler != null)
InvokeBaseHandler(cache, e);
var row = (SOLine)e.Row;
if(row != null && row.InventoryID.HasValue) {
//Only allow editing of parts description if the partno is 'NOTE'
InventoryItem inventoryItem = PXSelect<InventoryItem, Where<InventoryItem.inventoryID, Equal<Required<InventoryItem.inventoryID>>>>.Select(this.Base, row.InventoryID);
if(inventoryItem.InventoryCD == "NOTE") {
PXUIFieldAttribute.SetEnabled<SOLine.tranDesc>(cache, row, true);
} else {
PXUIFieldAttribute.SetEnabled<SOLine.tranDesc>(cache, row, false);
}
}
}
}
Unfortunately, your RowSelected handler will make no effect on the Line Description column because of how automation steps are configured for the Sales Orders screen:
In order to keep Line Description open for editing, you should change a number of Automation Steps disabling the entire Document Details grid on Sales Orders and subscribe to RowSelected handler for the SOOrder DAC to allow editing on the cache level for the SOOrder and SOLine DACs. Below are the changes required to enable Line Description for completed sales orders (if necessary, similar changes should be made to other Automation steps defined for the Sales Orders screen):
Subscribe to SOOrder_RowSelected handler to allow editing on the cache level for the SOOrder and SOLine DACs:
public class SOOrderEntryExt : PXGraphExtension<SOOrderEntry>
{
public void SOOrder_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
SOOrder order = e.Row as SOOrder;
if (order != null && order.Status == SOOrderStatus.Completed)
{
sender.AllowUpdate = true;
Base.Transactions.Cache.AllowUpdate = true;
}
}
}
Modify Sales Orders' SO Completed automation step to open Line Description for editing. In addition to enabled Line Description, it's necessary to enable at least one of the SOOrder fields, otherwise the Save button will never become enabled for completed sales orders:

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