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Add section to header new Acumatica UI

Acumatica’s modern UI, built on the Quantum Platform (QP), introduces a flexible and modular way to customize screens using declarative markup with <template>, <qp-template>, <qp-fieldset>, and <field> tags. In this article, we’ll walk through how to add a new section to t...

Package upgrading process

Hello. Today I will describe how to make an package upgrade in correct way1. You need to download version that you need to upgrade to2. You need to create an instance of upgraded version or update(full update) already existing instance3. Next step is to add Acumatica dll to your project from the...

EntityIDSelector in Acumatica: What It Is and When to Use It

1. What is EntityIDSelector EntityIDSelectorAttribute is a special attribute in Acumatica that allows displaying a universal selector field for any entity by its NoteID.The main feature is the ability to uniformly select any record in the system, regardless of the module (AR, AP, CR, etc.). Why i...

How to Preselect Checkbox Values in Acumatica Dialogs

In Acumatica, certain actions trigger dialogs (pop-up panels) that contain options presented as checkboxes. If you want to preselect (auto-check) these options by default, you can do so by customizing the screen’s graph using a few simple techniques. In this article, we'll show you a universal me...

How to Override Credit Hold Verification

Overview Sometimes business logic requires preventing sales orders from being automatically placed on Credit Hold under specific conditions. For example, a customer may have unapplied payments or credit memos that haven't been processed yet, resulting in a negative balance, but the system still t...

Simplifying Field Validation with PXUIVerify Attribute

Overview Field validation is a common task in Acumatica development. Traditionally, developers use event handlers like FieldVerifying and RowPersisting, but the PXUIVerify attribute provides a cleaner, declarative approach that significantly reduces code complexity. Traditional Approach: Event Ha...

Simple Way to Get Data from Acumatica into Power BI via OData

Step 1: Prepare the Generic Inquiry Go to Generic Inquiry screen (SM208000). Create a new GI or open an existing one. In the Inquiry Title field, enter a unique name without spaces (e.g., we’ll use the existing SO-SalesOrder). On the Results Grid tab, add only the necessary fields. Check the box...

Display custom message on Login Screen

Hello. Today I will show you how to display a custom message on Login screen like below on screenshot I don’t think we can customize the Login page but if you have access to the server, we can directly add a label like below to the login.aspx page.

Add search bar for Acumatica Grid

Hello. Today I will show you how to add a search bar for the grid in AcumaticaTo do this you need to open ASPX of page with grid where you want to add a search bar And to a grid tag you need to add next propertiesAllowSearch="True"FastFilterFields="Fields that you want"Example<px:PXGrid ID="gr...

Adding fields to new UI

Hello. Today I am gonna tell you how to add field to new UIFirst of all you need to make ts extension to default ts file of the page where you want to add new fields. In my case it would be RQ301000I will name it rq301000-ext.tsI want to add 2 fields to the RQRequestLine grid and 4 fields to RQRe...