Integrating a numbering sequence into an Acumatica customization project ensures consistency across deployments to multiple instances. Acumatica doesn’t directly include numbering sequences in the customization packages created via the Customization Project Editor, so this process requires programmatic customization.

Here’s a detailed guide to implementing a numbering sequence in your customization project.

Methodology

The key is to utilize Acumatica’s CustomizationPlugin class to add the numbering sequence programmatically. By overriding the appropriate methods, you can check for and create the sequence during the customization deployment process.

Step 1: Create a Custom Plugin

To start, create a class that derives from CustomizationPlugin and override the UpdateDatabase() method.

Code Example:

Step 2: Package the Plugin

Include the custom class in your customization project:

1. Add the .cs file to your project under the Code node.
2. Ensure the file is compiled and included in the published customization package.

Step 3: Deploy the Customization

1. Publish the Package:
   Use the Customization Project Editor to publish the updated package.
2. Verify Execution:
   Check that the numbering sequence is created on the target instance by navigating to Numbering Sequences (CS201010) and verifying the sequence with the ID "YourNumberingID".

Best Practices

●     Conditionally Apply Updates: Always check if the numbering sequence already exists to avoid duplication errors.

●     Testing: Test the plugin on a development instance before deploying to production.

●     Naming Conventions: Use unique and descriptive IDs for your numbering sequences to avoid conflicts.

Summary

By leveraging the CustomizationPlugin class, you can programmatically add numbering sequences during the customization deployment process. This method ensures your customizations are consistent across all instances, reducing manual setup effort and potential errors.

Pro Tip: Always include validation checks and thorough testing to ensure seamless deployment.

What challenges have you encountered while deploying numbering sequences in Acumatica? Share your thoughts in the comments!