T220: DataEntryAndSetupForms

Version: 2025R1
Category: Technical

How to Use This Course

The T220 Data Entry and Setup Forms training course shows how to create data entry and setup forms by using Acumatica Framework and customization tools of Acumatica ERP. The course describes in detail how to define the complex layout of a data entry form and implement the business logic of the form (such as insertion of data from a template and validation of a field value). The course also shows how to provide configuration parameters for a data entry form by using a setup form. 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 through the customization tools. As you go through the course, you will continue the development of the customization for the cell phone repair shop, which was performed in the T200 Maintenance Forms and T210 Customized Forms and Master-Detail Relationship training courses (which we recommend that you take before completing the current course). Aer you complete all the lessons of the course, you will be familiar with the programming techniques for the definition of the complex layout of Acumatica ERP forms, the implementation of particular business logic scenarios, and the configuration of setup parameters of Acumatica ERP forms.

         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 basic concepts of Acumatica Framework and Acumatica Customization Platform. We recommend that you complete the T200 Maintenance Forms and T210 Customized Forms and Master-Detail Relationship training courses before you begin this course. 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 Part

The first part of the course explains how to create a data entry form, configure its layout, and implement basic
business logic scenarios.
The second part of the course shows how to create a setup form and configure the automatic numbering of data
records on the data entry form.
Each part of the course consists of lessons you should complete.

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\T220 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

In this course, you will continue the development to support the cell phone repair shop of the Smart Fix company; you began this development while completing the T200 Maintenance Forms and T210 Customized Forms and Master- Detail Relationship training courses.

         If you have not completed these training courses, you will load and publish the customization project
         with the results of these courses in Initial Configuration.

In the T200 Maintenance Forms training course, you have created two simple maintenance forms for the Smart Fix company:

Repair Services (RS201000), which contains the list of the company's repair services
Serviced Devices (RS202000), which lists the devices that can be serviced In the T210 Customized Forms and Master-Detail Relationship course, you have created another maintenance form, Services and Prices (RS203000), and customized the Stock Items (IN202500) form of Acumatica ERP. The Services and Prices form provides users with the ability to define and maintain the price for each provided repair service. The Stock Items form has been customized to mark particular stock items as repair items—that is, items that are used for the repair services. In this course, you will create the Repair Work Orders (RS301000) data entry form, which is used to create and manage work orders for repairs. You will also create the Repair Work Order Preferences (RS101000) setup form, which an administrative user will use to specify the company's preferences for the repair work orders.

Repair Work Orders Form

The following screenshot shows how the Repair Work Orders (RS301000) form will look.

Figure: Repair Work Orders form

The form will contain the following tabs:

Repair Items: Will show the list of repair items (stock items) necessary to complete the repair work order. Company Story and Customization Description | 8
Labor: Will contain the list of labor items (non-stock items) that are performed for the selected repair work order. You will also import a substitute form of the inquiry type with a preconfigured filter of records; this substitute form will serve as an entry point to the Repair Work Orders form. This form will use the following custom tables, which you have added to the application database in the course prerequisites:
RSSVWorkOrder: The data of this table will be displayed in the Summary area of the form.
RSSVWorkOrderItem: The data of this table will be displayed on the Repair Items tab.
RSSVWorkOrderLabor: The data of this table will be displayed on the Labor tab.

Repair Work Order Preferences Form

The following screenshot shows how the Repair Work Order Preferences (RS101000) form will look when you have developed it.

Figure: Repair Work Order Preferences form

The form will contain the following elements:

The Numbering Sequence box will hold the numbering sequence that is used to auto-number repair work orders.
The Walk-In Customer box will contain the identifier of the customer record that should be used as the customer for walk-in orders.
The Default Employee box will specify the default assignee for repair work orders.
The Prepayment Percent box will contain the percent of prepayment that a customer should pay for a service that requires prepayment—that is, a service that has the Requires Prepayment check box selected on the Repair Services (RS201000) form. This form will use the RSSVSetup custom table, which you have added to the application database in the course prerequisites. Initial Configuration | 9

Initial Configuration

You need to perform the prerequisite actions before you start to complete the course. If you have deployed an instance for the T210 Customized Forms and Master-Detail Relationship course and have the customization project and the source code for this course, you can perform only Step 3.

Step 1: Preparing the Environment

         If you have completed the T210 Customized Forms and Master-Detail Relationship training course and
         are using the same environment for the current course, you can skip this step.

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

         If you have completed the T210 Customized Forms and Master-Detail Relationship training course,
         instead of deploying a new instance, you can use the Acumatica ERP instance that you deployed and
         used 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 T220 Data Entry and Setup Forms. 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.) Initial Configuration | 10
```
   c. On the Database Configuration page, make sure the name of the database is SmartFix_T220.
   The system creates a new Acumatica ERP instance, adds a new tenant, loads the data to it, and publishes
   the customization project that is needed for activities of this training course.
```
Make sure that a Visual Studio solution is available in the App_Data\Projects\PhoneRepairShop folder of the Acumatica ERP instance folder.
```
   This is the solution of the extension library that you will modify in the activities of this training course.
```
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.

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.

      If for some reason you cannot complete instructions in this step, you can create an Acumatica ERP
      instance and manually publish the needed customization project as described in Appendix A: Initial
      Configuration.

Step 3: Creating the Database Tables

Create the database tables that are necessary for the T220 Data Entry and Setup Forms training course and include the scripts in the customization project as follows:

In SQL Server Management Studio, execute the T220_DatabaseTables.sql script to create the database tables that are necessary for the T220 Data Entry and Setup Forms training course. The script creates the following tables, which are new for this course: RSSVWorkOrder, RSSVWorkOrderItem, RSSVWorkOrderLabor, and RSSVSetup.

The script is provided in the Customization\T220\SourceFiles\DBScripts folder, which you have downloaded from Acumatica GitHub.
If you use the Acumatica ERP instance that you have deployed for the T210 Customized Forms and Master-Detail Relationship training course, before execution of the script you need to change the name of the database in the script from SmartFix_T220 to the name of the database that is used in your instance.

On the Database Scripts page of the Customization Project Editor, for each added table, do the following: a. On the page toolbar, click Add Custom Table Schema. b. In the dialog box that opens, select the table and click OK.

Publish the project.

      The design of database tables is outside of the scope of this course. For details on designing database
      tables for Acumatica ERP, see Designing the Database Structure and DACs.

Part 1: Data Entry Form (Repair Work Orders) | 11

Lesson 2.1: Configuring the Auto-Numbering of a Field Value

Additional Information

This course includes appendices with supplementary reference material. See the full course content for details.

DataEntryAndSetupForms