Filter cash accounts for next, prev

Hello everybody.

Today I want to tell you a story how to make some special filtering in Accumatica. 

So at acumatica screen ScreenId=CA304000 which looks like this:

So my task was the following:

1. User permissions were configured in a way, that user shouldn't have permissions for some accounts for cases is user wants to enter new transaction.

2. If user press at buttons First, Previous, Next, Last he got opportunity to see documents for which he didn't have permissions.

In order to modify that functionality it was reuired to modify default behaviour.

In order to do this I used the following steps.

1. Analyzed which Data class is responsible for getting data in the page: CA304000. It was APInvoiceEntry.

2. In the source code of this class found which member takes recrods for the page CA304000, it was

public PXSelect<CAAdj, Where<CAAdj.draft, Equal<False>>> CAAdjRecords;

Then redeclared and overrided it in the following way:

public class CATranEntryExt : PXGraphExtension<CATranEntry>
    {
        public PXSelect<CAAdj, Where<CAAdj.draft, Equal<False>>> CAAdjRecords;

        protected virtual IEnumerable caadjrecords()
        { 
            var res = new List<CAAdj>();
            var availableCashAccounts = GetAvailableCashAccounts();
             foreach (
                var doc in
                    PXSelect<CAAdj, Where<CAAdj.draft, Equal<False>>>.Select(Base, new byte[0]))
            {
              // if for some reason you need this code, let me know via comments. For now I don't see practical value in it from Acumatica understanding view point.
             .
             .
             .
        }

Take note, that Acumatica uses convention over configuration principle. If you want to change functionality of some method, in our case CAAdjRecords, you can do it, via simply writing it from all non-capital characters.

Another important feature of acumatica is 

 

var res = new List<CAAdj>();
            var availableCashAccounts = GetAvailableCashAccounts();

            foreach (
                var doc in
                    PXSelect<CAAdj, Where<CAAdj.draft, Equal<False>>>.Select(Base, new byte[0]))
            {

 

In case if you want to get something from code of base class, you can use already mentioned >>>.Select(Base, new byte[0])) part and you'll achieve access to data in view ( which is also called PXSelect )

That's all for now. Enjoy your time

 

Acumatica Active directory

Hello,

today I want to share just simple record of how to join acumatica and your Active Directory.

For example you have the following data:

Active directory url:LDAP://RT1:389

User name yura_zale@dot.com, password: 123

For cases like this you need the following record in your web.config file:

<activeDirectory enabled="true" path="RT1:389" user="dot\yura_zale" password="123" />

Acumatica certificate

Hello everybody,

this will be the first post in December. I want to boast that I got T101 certificate from acumatica univercity which proves that I'm certified developer for acumatica!!!!

you can download it from  Download

The screenshot of it:

Find table by column name

Quite common task, which I bored to google and as it is not hard to memorize, but decided to record it.

SELECT COLUMN_NAME, TABLE_NAME FROM INFORMATION_SCHEMA.COLUMNS  WHERE COLUMN_NAME LIKE '%DocType%'

List View in accumatica

Here I want to describe how to create such simple page like this:

For reading this manual father you need to know how to add page to sitemap in accumatica. If you need me to describe this process let me know, I assume it is not challenging process.

For staff like this you need ListView template and two other classes.

The first class is used to represent single view item in grid and second class intended for navigating in the db. 

Accumatica manual recomends the following location of those two classes:

1. Create separated project ( for example IG )

2. Inside of it create Folder with the name of pages folder ( for example Investigation )

3. Add reference to the dll PX.Data

4. Create class CountryMaint:

namespace IG.Investigation
{
    public class CountryMaint : PXGraph<CountryMaint>
    {
    }
}

5. Build class library and add reference to newly created project.

I got something similar to this ( just without red rectangle ):

For now we have manager of records but without representation of records itself. Let's do it with tool called Data access class generator. Switch back to the file IG301000.aspx choose design mode and for the typename choose IG.Investigation.CountryMaint. 

Press at generate class and in the window that will appear type Country.

Here is what I seen:

Press at "Generate" button and you'll see that class which can represent single record was created exactly in DAC folder.

Now if will have desire to open developed web page you'll notice 

Error #96: View  doesn't exist.

which means that we need to add something, that is called view. What it can be? Add to the class following line

public PXSelect<Country> Countries;

and Visible="true" and then try to open page again:

Error #96: View  doesn't exist.

Why? I went nuts tring to figure out, untill I watched in manual, which sad the next phrase: 

In the Properties window, set the following property for the grid:

• DataMember:Countries

But why it speak about non-mentioned DataMember as View ? I have no idea, but if you have share it.

So, let's set it and execute. Are you ready to see result?

If to put simly this warning means that you need to add method Save to the CountryMaint class. But why Accumatica doesn't show anything I have no idea.

Let's add it:

public class CountryMaint : PXGraph<CountryMaint>
    {
        public PXSelect<Country> Countries;
        public PXSave<Country> Save;
    }

and open the page:

Cool, isn't it? Button save is ready. 

Let's add some fields for displaying. It can be done at PXGrid, via Edit content layout link: