T400

BasicCustomizationOfMobileApp

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2025R115 lessons 4 parts

T400: BasicCustomizationOfMobileApp

Version: 2025R1
Category: Technical

How to Use This Course

The T400 Basic Customization of the Mobile App course introduces the basic functionality for customizing the
Acumatica mobile app by using the Acumatica Customization Platform.
This course is intended for business and implementation consultants who are learning how to customize the
Acumatica mobile app or other Acumatica Framework-based mobile apps.
Aer you complete the course, you will have an understanding of how to perform simple customization tasks of the
Acumatica mobile app or other apps developed with Acumatica Framework. Upon completion of the course, you
will have learned how to perform the following types of customization activity:
  • Using the Customization Project Editor to customize the mobile app
  • Adding general inquiries and dashboards to the mobile app
  • Configuring additional functionality of the mobile app screens to give users the ability to do the following:
  • Adding signatures to a record
  • Scanning receipts
  • Generating reports
  • Attach files to a record
  • Testing the customized mobile app
            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

Before you begin this course, we recommend that you work through the lessons of the S130 Reporting: Data
Retrieval and Analysis course. To learn more about the functionality of the Acumatica Customization Platform, we
recommend that you complete the T190 Quick Start in Customization or W140 Customization Projects courses before
completing the current course.

What Is in a Part

Each of the course parts introduces you to various ways to customize the Acumatica mobile app and consists of
lessons you are to complete. Each part begins with an explanation of the subject area that you are going to use in
the lessons.

What Is in a Lesson

Each lesson consists of steps that outline the procedures you are completing and describe the related concepts you
are learning.
Each lesson ends with the Lesson Summary topic, which summarizes the concepts you have learned during the
lesson.

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
MobileDevelopment\T400 folder of the Help-and-Training-Examples repository in Acumatica GitHub.

          Code snippets with code on MSDL have the JSON extension only so that the syntax can be
          highlighted.

How to Use This Course | 5

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. Preparing the Environment | 6

Preparing the Environment

In this training, you will learn how to customize the Acumatica mobile app. Before you start the practical steps of the course, you need to prepare the development environment, as described in Preparation of the Development Environment below, and consider the recommendations described in Required Role for Users.

Preparation of the Development Environment

Before you install Acumatica ERP, review System Requirements for the Acumatica ERP Installation, and prepare the environment, as described in Preparing for Installing Acumatica ERP in the same guide. You need to deploy an instance of Acumatica ERP with a company that contains specific data that you will use for the training. To prepare the development environment, perform the following actions:

          You can use the Acumatica ERP instance you used to pass the S130 training course.
  1. Install Acumatica ERP, as described in Acumatica ERP Installation On-Premises: To Install the Acumatica ERP Configuration Wizard.
  2. In the Acumatica ERP Configuration wizard that appears aer the installation is complete, select Deploy a New Acumatica ERP Instance to create a local instance of Acumatica ERP for the development environment.
  3. To fill in the database with the data needed for the training course, on the Tenant Setup page, specify the following settings for the tenant:
  • Tenant Name: MyCompany
  • New: Selected
  • Insert Data: SalesDemo
  • Parent Tenant ID: 1
  • Visible: Selected
  1. On the Instance Configuration page, for the Local Path to the Instance, specify a path that is not in the C: \Program Files (x86) and C:\Program Files folders to avoid an issue with permission to work in these folders. For example, you can enter C:\AcumaticaSites\T400. The system creates a new Acumatica ERP instance, adds a new company, and loads the selected data.
  2. Use the following initial credentials to sign in to the new company:
  • User Name: admin
  • Password: setup Change the password when the system prompts you to do so.
  1. Make sure your instance of Acumatica ERP can be accessed from other devices in your local network. To do this, on a computer in your local network, try to open the following webpage: https:// <COMPUTER_IP_ADDRESS>/<INSTANCE_NAME> or http://<COMPUTER_IP_ADDRESS>/ <INSTANCE_NAME>, where <COMPUTER_IP_ADDRESS> is the IP address of the computer in your local network that is running the Acumatica ERP instance and <INSTANCE_NAME> is the name of the Acumatica ERP instance you have installed. For more information, see To Access an Acumatica ERP Instance Running Locally from the Acumatica Mobile App
  2. If the Sign-In page of Acumatica ERP opens, the instance is accessible in your local network. Preparing the Environment | 7
           You can run the ipconfig command in the Command Prompt program of the computer that is
       running the Acumatica ERP instance to find its IP address.

Course Materials on GitHub

You can clone or download the course materials from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer. The course materials include the following items:

  • Files that you will need to complete the course activities
  • Code snippets
  • The customization project resulting from the course activities The course materials are located in the MobileDevelopment\T400 folder of the repository. By using these materials, you can copy code instead of entering it manually and compare your resulting project with the one located on GitHub.
            Code snippets with code on MSDL have the JSON extension only so that the syntax can be
        highlighted.

Required Role for Users

Specialists who will work on customization projects should be assigned the Customizer role in the application instance that is to be customized and tested, as well as in the production application that should be updated with the customization project. With this role assigned, the specialists can use the customization tools and facilities of the Acumatica Customization Platform, and upload and publish customization projects. A user with the Administrator role can assign the Customizer role to the needed users by using the Users (SM201010) form. The admin account has already been assigned the Administrator role, so you do not need to assign the Customizer role to this account. In a production environment, however, you need to assign the Customizer role to all developers who will work on customization projects. Related Links

  • Users
  • To Assign the Customizer Role to a User Account
  • User Access Rights for Customization Part 1: Introduction to the Acumatica Mobile App | 8

Course Structure

Part 1: Introduction to the Acumatica Mobile App

Part 2: Tools and Languages

Part 3: Configuration of Dashboards and Generic Inquiries

Part 4: Configuration of the Extended Functionality