Acumatica – Adding custom validation on Release event

By | June 7, 2022

Acumatica ERP allows customization to interrupt the standard business logic and add/change the user defined criteria to complete the process as per business requirement. Validation plays an important role to allow or restrict any events and provides user a chance to make the changes prior to applying it on the business level.

In this blog, we will explore the process of adding custom validation on release event considering invoices and memos screen. The release process continues only if the validation passes.

Below example shows the validation of allowing the release event only if the invoice date is current date or the next day. Failing to do so will generate an error message to stop the Release process.

Create a customization project, override a Release method of ARInvoiceEntry, and add the validation.

  • Create a customization project and include ARInvoiceEntry under “CODE” section.
  • Click on override method option and select the Release method.

overrideRelease

  • Enter the validation code as shown in below screenshot.

invoiceGraph

  • Publish the Customization to get reflected on Invoice and Memos Screen

This is how we can interrupt an existing event unless it passes user’s business criteria.

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Greytrix, with its 22+ years of expertise as the Sage Development partners, extends its mastery to bring Acumatica for modern businesses. Greytrix offers complete end-to-end professional services for Acumatica, ranging from development, support, technical assistance, consulting and system integrations.

With GUMU™, our home system integrator, we bring a range of system integrations for Acumatica with e-commerce like Magento (Adobe Commerce), Shopify, Checkbooks.io, CRM like Dynamics 365 CRM.

GUMU™ forms the crucial SAAS platform for all seamless and secured Acumatica integration. For more information on Acumatica, the cloud ERP, please contact us at acumatica@greytrix.com.

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