I would like to add a custom action to the Bills and Adjustments (AP301000) screen which navigates to a report. I want to add the action to the special folder in acumatica (action menu) as shown on screenshot 1 where the red line is.
Screenshot 1: Action Menu
Below code is used to add the action to the menu
public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry>
{
public override void Initialize()
{
base.Initialize();
//this added the report to the reports menu
Base.report.AddMenuAction(SupplierInvoice);
}
public PXAction<PX.Objects.AP.APInvoice> SupplierInvoice;
[PXButton(CommitChanges = true)]
[PXUIField(DisplayName = "Supplier Invoice")]
protected void supplierInvoice()
{
if (Base.Document.Current.RefNbr != string.Empty)
{
//create parameters for report! Check report by editing it to see what reports are needed
Dictionary<string, string> parameters = new Dictionary<string, string>();
parameters["RefNbr"] = Base.Document.Current.RefNbr.ToString();
parameters["DocType"] = Base.Document.Current.DocType;
//the report number gets set below and parameters are sent with
throw new PXReportRequiredException(parameters, "AP641500");
}
}
}
}
The error which I get is shown in below screenshot
Screenshot 2: Code error
The issue I encountered is that the report folder for the Bills and Adjustments (AP301000) screen in the screen editor of the customization does not the Layout Properties as shown in the screenshot below:
Screenshot 3: Bill and Adjustments (AP301000) Screen Editor
The Acumatica Version I am currently using is: 22.101.0085
How could I possibly fix the error in order to add the action in the action menu of the screen?
You can apply a Category to the action that should position it correctly in the category:
public override void Initialize()
{
base.Initialize();
SupplierInvoice.SetCategory("Reports");
}
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