Course Description

By completing this course, you will learn how to create two types of processing forms: a form without filtering parameters, and a form with filtering parameters. You will also learn how to implement the update of the frequently edited fields (by using a custom PXAccumulator attribute) and use these fields on a processing form. The current version of the course is valid for Acumatica ERP 2021 R2 Update 3 and later.

Through the examples, you will learn how to perform the following customization tasks in Acumatica ERP:

Create a processing form
Add filtering parameters to the processing form
Implement a custom PXAccumulator attribute
Add redirection to a report at the end of processing

How to Use This Course

To complete this course, you will complete the lessons from each part of the course in the order in which they are presented. More specifically, you will do the following:

Complete the Course Prerequisites, perform the Initial Configuration, and carefully read the Company Story and Customization Description.
Complete the lessons in all parts of the training guide.

Quiz

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Training Materials

T240 TRAINING GUIDE

T240 LINK TO EXAMPLES

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2019 R2. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2021 R2.

You can download the previous version of the materials below:

Session One

Session Two

Session Three

Session One

In this training, the following PowerPoint presentation has been used: T240 Processing Forms 2019 R2.

Session Two

In this training, the following PowerPoint presentation has been used: T240 Processing Forms 2019 R2.

Session Three

In this training, the following PowerPoint presentation has been used: T240 Processing Forms 2019 R2.

Additional Reference

Graph Naming

Form and Report Numbering

Ad Hoc SQL for Fields

Data View for the Filtering Parameters

To Add a Custom File to a Project

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