T190: QuickStartInCustomization

Version: 2025R1
Category: Technical

How to Use This Course

The T190 Quick Start in Customization training course shows how to implement the most common scenarios of the customization of Acumatica ERP, such as the creation of custom fields, the validation of the value of a custom field, and the creation of Acumatica ERP entities by using actions. This course briefly describes Acumatica ERP customization techniques, which are described in greater detail in the following training courses: T200 Maintenance Forms, T210 Customized Forms and Master-Detail Relationship, T220 Data Entry and Setup Forms, T230 Actions, T240 Processing Forms, and T250 Inquiry Forms. If you are going to complete these courses, you can skip T190 Quick Start in Customization. This course is intended for application developers who are starting to learn how to customize Acumatica ERP. The course is based on a set of examples that demonstrate the general approach to customizing Acumatica ERP. It is designed to give you ideas about how to develop your own embedded applications by using the customization tools. As you go through the course, you will develop particular customization scenarios for a cell phone repair shop; these customization scenarios are fully performed in the training courses of the T series. Aer you complete all the lessons of the course, you will be familiar with the basic programming techniques for the customization of Acumatica ERP.

         We recommend that you complete the examples in the order in which they are provided in the course,
         because some examples use the results of previous ones.

What the Course Prerequisites Are

To complete this course, you should be familiar with the Acumatica ERP user interface. Before you begin completing lessons, you should make sure you have the needed knowledge and background. To complete the course successfully, you should have the following required knowledge:

Proficiency with C#, including but not limited to the following features of the language:
Class structure
OOP (inheritance, interfaces, and polymorphism)
Usage and creation of attributes
Generics
Delegates, anonymous methods, and lambda expressions
Knowledge of the following main concepts of ASP.NET and web development:
Application states
The debugging of ASP.NET applications by using Visual Studio
The process of attaching to IIS by using Visual Studio debugging tools
Client- and server-side development
The structure of web forms
Experience with SQL Server, including doing the following:
Writing and debugging complex SQL queries (WHERE clauses, aggregates, and subqueries)
Understanding the database structure (primary keys, data types, and denormalization)
The following experience with IIS:
The configuration and deployment of ASP.NET websites
The configuration and securing of IIS How to Use This Course | 6

What Is in a Lesson

Each lesson is dedicated to a particular development scenario that you can implement by using Acumatica ERP customization tools and Acumatica Framework. Each lesson consists of a brief description of the scenario and an example of the implementation of this scenario. The lesson may also include Additional Information topics, which are outside of the scope of this course but may be useful to some readers. Each lesson ends with a Lesson Summary topic, which summarizes the development techniques used during the implementation of the scenario.

Where the Source Code Is

You can find the source code of the customization described in this course and code snippets for the course in the Customization\T190 folder of the Help-and-Training-Examples repository in Acumatica GitHub.

What the Documentation Resources Are

The complete Acumatica ERP and Acumatica Framework documentation is available at https://help.acumatica.com/ and is included in the Acumatica ERP instance. While viewing any form used in the course, you can click the Open Help button in the top pane of the Acumatica ERP screen to bring up a form-specific Help menu; you can use the links on this menu to quickly access form-related information and activities and to open a reference topic with detailed descriptions of the form elements.

Which License You Should Use

For the educational purposes of this course, you use Acumatica ERP under the trial license, which does not require activation and provides all available features. For the production use of the Acumatica ERP functionality, an administrator has to activate the license the organization has purchased. Each particular feature may be subject to additional licensing; please consult the Acumatica ERP licensing policy for details. Company Story and Customization Description | 7

Company Story and Customization Description

This topic describes the company story and explains what should be customized to meet the company's needs.

Company Story

The Smart Fix company specializes in repairing cell phones of several types. The company provides the following services:

Battery replacement: This service is provided on customer request and does not require any preliminary diagnostic checks.
Repair of liquid damage: This service requires a preliminary diagnostic check and a prepayment.
Screen repair: This service is provided on customer request and does not require any preliminary diagnostic checks. In this course, you will implement particular customization scenarios to support the cell phone repair shop of the Smart Fix company. The full implementation of the customization for the cell phone repair shop is described in the following training courses: T200 Maintenance Forms, T210 Customized Forms and Master-Detail Relationship, T220 Data Entry and Setup Forms, T230 Actions, T240 Processing Forms, and T250 Inquiry Forms.
```
        We recommend that you complete these training courses to have a better understanding of
        Acumatica Framework and Acumatica ERP customization tools. If you are going to complete these
        courses, you can skip T190 Quick Start in Customization.
```

Initial Customization Project

The initial customization project that you will import and publish in the beginning of this course will contain the following new custom forms:

The Repair Services (RS201000) maintenance form, which the Smart Fix company uses to manage the lists of repair services that the company provides
The Serviced Devices (RS202000) maintenance form, which the Smart Fix company uses to manage the lists of devices that can be serviced
The Services and Prices (RS203000) maintenance form, which provides users with the ability to define and maintain the price for each repair service provided by the Smart Fix company
The Repair Work Orders (RS301000) data entry form, which is used to create and manage work orders for repairs
The Repair Work Order Preferences (RS101000) setup form, which an administrative user uses to specify the company's preferences for the repair work orders

Customization Description

In this course, you will customize the Stock Items (IN202500) form of Acumatica ERP to mark particular stock items as repair items—that is, items that are used for repair services. You will also implement the following scenarios as you complete this course:

Update of a field value that depends on another field value on the Services and Prices (RS203000) custom maintenance form
Validation of a field value on the Repair Work Orders (RS301000) custom data entry form
Creation of an SO invoice for a repair work order on the Repair Work Orders (RS301000) form You will also learn how to debug the customization code and the source code of Acumatica ERP. Initial Configuration | 8

Initial Configuration

You need to perform the prerequisite actions before you start to complete the course.

Step 1: Preparing the Environment

You should prepare the environment for the training course as follows:

Make sure that the environment that you are going to use conforms to the System Requirements for the Acumatica ERP Installation.
Make sure that the Web Server (IIS) features that are listed in Configuration of IIS Web Server Features are turned on.
Install the Acuminator extension for Visual Studio.
Clone or download the customization project and the source code of the extension library from the Help- and-Training-Examples repository in Acumatica GitHub to a folder on your computer.

Install Acumatica ERP. On the Main Soware Configuration page of the Acumatica ERP Setup wizard, select the Install Acumatica ERP and Install Debugger Tools check boxes.

              If you have already installed Acumatica ERP without debugger tools, you should remove
              Acumatica ERP and install it again with the Install Debugger Tools check box selected. The
              reinstallation of Acumatica ERP does not aﬀect existing Acumatica ERP instances. You can
              also install the Acumatica ERP Tools separately. For details, see Acumatica ERP Installation On-
              Premises: To Install the Acumatica ERP Tools (Optional).

Step 2: Preparing the Needed Acumatica ERP Instance for the Training Course

You deploy an Acumatica ERP instance and configure it as follows:

Open the Acumatica ERP Configuration wizard, and do the following: a. Click Deploy a New Acumatica ERP Instance for T-Series Developer Courses. b. On the Instance Configuration page, do the following: a. In the Training Course box, select T190 Quick Start in Customization. b. In the Local Path to the Instance box, select a folder that is outside of the C:\Program Files (x86), C:\Program Files, and C:\Users folders. (We recommend that you store the website folder outside of these folders to avoid an issue with permission to work in these folders when you customize the website.) c. On the Database Configuration page, make sure the name of the database is SmartFix_T190. The system creates a new Acumatica ERP instance, adds a new tenant, and loads the data to it.
Sign in to the new tenant by using the following credentials:

Username: admin
Password: setup Change the password when the system prompts you to do so. Initial Configuration | 9

In the top right corner of the Acumatica ERP screen, click the username, and then click My Profile. The User Profile (SM203010) form opens. On the General Info tab, select YOGIFON in the Default Branch box; then click Save on the form toolbar. In subsequent sign-ins to this account, you will be signed in to this branch.
Optional: Add the Customization Projects (SM204505) and Generic Inquiry (SM208000) forms to your favorites. For details about how to add a form to your favorites, see Favorites: General Information. Lesson 1: Creating a Customization Project | 10