Tuesday, September 25, 2012

Adding a Drop Down List (ComboBox).

Hi All,

Reason for publishing this article - lack of documentation on this type of control in standard user guides for customization module. Control is handy, therefore should compensate.

There is a field type called Drop Down List or Combo Box in old notation, very useful when we have limited number of choices and they are predefined. Examples of Drop Down Lists:

Module Field in Journal transactions screen from GL module:

Billing Option from AR Invoice screen, here we have this control on the grid:

In order to add this type of control on the screen we should open Customization, Design Mode for the screen. I will demonstrate based on Subaccount Maintenance screen, where I like to add Area code as a combo box.
Then I switch to design mode and went to Control Tree:
Here I click Add->Add Column to Grid then Add for new field:
 Right after that, we need to add a field to database as well. I will call it Area, let it be 2 characters long:
At the final screen I state the control type, which is ComboBox:
 Now control is added, but we still need to add a list of values for the drop down.
I wish it to be 01 to 10 with descriptions Zone One to Zone Ten. I first click apply then go to Attributes:
 The string to add should be:
[PXStringList(new string[] { "01", "02", "03", "04", "05", "06", "07", "08", "09", "10" }, new string[] { "Zone One", "Zone Two","Zone Three", "Zone Four","Zone Five", "Zone Six","Zone Seven", "Zone Eight","Zone Nine", "Zone Ten" })]
Where first comes list of DB values :) you guys know what it is, right :) Secondly the list of displayed labels.
Then click Ok->Apply->Save
Now save the customization and publish it.
Please note, that due to specific of adding new fields to database you have to restart the whole ISS in order to make those fields appear and attributes to work correctly.
So lets restart the server then it will be seen.
All the Best,

Sunday, September 23, 2012

Creating Links to External Files.

Hi Everyone,

This article is about linking external files to Acumatica entities without uploading to the database.

Document Management in Acumatica is great, but sometimes, customer may want to link files from existing third-party storage to Acumatica.

What we currently have in our product:

1. We can upload file into Acumatica entities, by just clicking on Attachment button. It is true for almost all the screens. We can attach files to each line of the grid as well. But this is not what our customer wants.

2. We can pass the link to existing file or document from Acumatica to the user. For example, we send link by e-mail then another user can paste it into the browser and access that file. And again this is not what we need.

3. We do have an option to insert a link to a third party file of web site inside acumatica as well.
This is what I wanted to describe in better details.

For example I would like to attach external file, located at local area network resource, to my Project. Lets open an existing Project. Links are made via Activities, therefore we should navigate straight to Activities Tab.

Next I open the Activity called Test and if I just add local folder on my PC like a text it will not work. But intention is to have something like this, working:

This way we can add simple text, but not the link.
In order to add a link I will use Microsoft Word to create a hyperlink first. I need to create a link to a FILE, not FOLDER in order for the function to work.

After I click OK, just Right Click on C:\Well\AcumaticaERPInstall.msi inside the WORD document and copy the HyperLink to clipboard

And then Paste the hyperlink into the Activity message body, please use Ctrl-V

Now lets save the Activity and get back to the project Activity History screen.
In order for the list to refresh just click on some other activity and get back to original one. It will refresh the NOTES area.

Now what you see is one non-working and another working link to a file:

All the best,

See you on the Partner Meeting 4th October.


Sunday, September 16, 2012

Asia Pacific Partner Meeting. 4th October 2012. Cloud ERP. Singapore.

Dear Reader,

If you are interested in Coud ERP, would like to know more about the road path for the next year.

Please come to our partner event, planned 4th October 2012 in Singapore.

Event will be broken down to 2 parts. Morning - Marketing. Afternoon - Technical.
You may wish to attend either one or both.

Morning Sessions. Marketing Trail.

9:00-9:45 Key Note. Corporate Overview. Road Ahead.
Presenter: Stijn Hendrikse, Chief Marketing Officer. Acumatica USA.

9:45-10:15 Market Positioning.
Presenter: Sean Chatterjee. International Channel Manager. Acumatica USA.

10:15-10:30 Coffee Break

10:30-11:00 Solution Pricing. Enterprise Licensing.
Presenter: Sergey Vereshchagin. Managing Director. Acumatica (SEA).

11:00-12:00 Competition, Initial Sales.
Presenter: Sean Chatterjee. International Channel Manager. Acumatica USA.

12:00-13:30 Lunch Break. Socializing.

Afternoon Sessions. Pre-Sales and Technical Trail.

13:30-14:15 Initial System Configuration. Cloud/Local Approaches.
Presenter: Sergey Vereshchagin. Managing Director. Acumatica (SEA).

14:15-15:00 Customizations. Dash Boards. Enquiries.
Presenter: Sergey Vereshchagin. Managing Director. Acumatica (SEA).

15:00-15:15 Coffee Break.

15:15-16:00 Newly added features. Multi Company/Branches. Access Restrictions. Fixed Assets. Presenter: Sergey Vereshchagin. Managing Director. Acumatica (SEA).

16:00-17:00 Questions and Answers.

Venue is - Singapore 5 star hotel in central area.

Please write on info@acumatica.com.sg with request, and I will be glad to help with RSVP.

I would also love if you can suggest topics for upcoming event.

See you in Singapore on 4th  October 2012.

All the best,


Saturday, September 15, 2012

Inventory Replenishment Setup

Hi Everyone,

In this article I would like to cover basics on quick Inventory Replenishment (IR) configuration. It could be useful for a demo to your prospect.

Main IR goal is to analyze supply, demand and availability for certain items and in case it goes below what is allowed  - order it from supplier.

Step One. Setup IR numbering sequence, that will be used by replenishment calculation process.This is done in Inventory Setup screen.

Step Two. Set up inventory class, with replenishment values.

To achieve that you will need to create Replenishment Class ID and Seasonality. First one defines replenishment source: Purchase Order, Manufacturing or Transfer. Why transfer - because replenishment values are calculated per Warehouse (Site), and we can transfer the item from one to another to fulfill the need. OK, and second one, seasonality, is to address specific date-range-demand by multiplying it by a factor. Below are both screens:

 Step Three. Now we can create an item, with the above class, and Replenishment Tab for that ID will get populated automatically from the class:

What is missing here, if we use Min/Max replenishment method, we need to indicate, for that particular item, how much should be qty on stock when we replenish and what should be Safety Stock - our inventory buffer. Also good thing to indicate a reorder point, the moment when we should generate a PO.

Step Four. Lets generate some history for this item. Since I am using year 2012, lets put receipt in January on 500 pcs. Generate a sales order in February on 350 pieces with delivery in March and then generate replenishment in March.

I will skip these documents, moving quickly to Prepare Replenishment screen

System suggests us 850 items to purchase, but there is no preferred vendor for our item. Lets correct it and try again.

Please note, vendor price is pending, so we should run Vendor Price Update process from Purchasing Module before we can actually create a PO.

And now we can run the replenishment again.

Last Step. Important to know that IR does not create PO automatically, we should create them by Process from Purchasing Module, called Create purchase Orders.

Resulting would be a PO.

Wishing you all the best,