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Autonumbering In Acumatica

08 January 2014

Today I want to share with you how I implemented autonumbering feature in acumatica for page CA304000.

My task originally was the following: add autonumbering feature to the "Document Ref" field with following rules:

  a. step of incrementing is 1

  b. length of field should be six characters. For example 000001, 000002, ... ,  000223,  001024, ..., and so on

First of all I want to state that my way of adding much simpler then "canonical" ( according to acumatica manuals ) way of adding autonumbering.  If you wish to use standard way you should accomplish so many steps that I should admit that my brain wasn't able to boil them in one project. 

Instead of this I used the following steps.

1. In the page CA304000 I found class, which provides data for the page. It looks like this:

<px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" PrimaryView="CAAdjRecords" TypeName="PX.Objects.CA.CATranEntry">

2. Created extention of class in the following way:

public class CATranEntryExt : PXGraphExtension<CATranEntry>
    {

3. Located method which returns list of records for the page CA304000, it was the method: CAAdjRecords.

4. According to rules of acumatica, if I want to modify behaviour of method CAAdjRecords I should implement method caadjrecords.

5. 

protected virtual IEnumerable caadjrecords()
        {

6. Implemented method which digs in DB, and returns needed number in string format:

protected string GetExtRefNbr()
        {
            var maxNbr = 1;
            foreach (var cAddjRec in PXSelect<CAAdj>.Select(Base, new byte[0]))
            {
                var extRefNbr = ((CAAdj) cAddjRec).ExtRefNbr;
                int curNbr = 0;
                if (int.TryParse(extRefNbr, out curNbr))
                {
                    maxNbr = curNbr + 1;
                }
            }
            var result = maxNbr.ToString(CultureInfo.InvariantCulture).PadLeft(defaultLength, '0');
            return result;
        }

7. Used GetExtRefNbr in the method caadjrecords in the following way:

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 (((CAAdj)doc).RefNbr.Contains("NEW"))
                {
                    ((CAAdj) doc).ExtRefNbr = GetExtRefNbr();
                }
                    
            }
            return res;
        }

8. Enjoyed results:

autonumber.png

the field Document Ref.: was inserted automatically.

 

Inspired by how we streamlined the autonumbering feature for page CA304000 in Acumatica? If you have a unique customization need or a complex business requirement that requires tailored development, we’re here to help! Our team specializes in crafting efficient, innovative solutions that align with your workflow.

Leave us a customization request today and let’s transform your Acumatica experience together. Whether it’s automating processes, enhancing functionality, or optimizing performance, we’re ready to bring your vision to life. Don’t settle for the standard—let’s build something extraordinary!

 

4 Comments

  • Angie Osorno said

    Hi,

    It's me, again hahaha

    I read your articule

    I read your article but I get it ... in my case I have a custom screen that I want to generate the automatic numerical value, but I do not know how.

    could you it teach me how you do?

  • docotor said 

    Describe a bit more what kind of autonumbering you need?

  • angie said 

    Hi,


    I have selector that it have to search registers about your numbering

    for example, how invoice screen it do...

    I sent an email to you

  • docotor said 

    I can't say that I understood what you mean.