Test Instance for Customization: To Deploy an Instance for Developing Inquiry Forms

The following activity will walk you through the process of preparing and deploying an MYOB Acumatica instance that you can use to perform the steps in other chapters of this guide.

Story

Suppose that you need to perform customization tasks and complete the activities described in other chapters of this guide. You need to deploy an instance of MYOB Acumatica with the PhoneRepairShop customization project published and then configure the instance.

Process Overview

In this activity, you will prepare the environment and install tools that will help you to perform customization tasks. You will then deploy the instance of MYOB Acumatica with the PhoneRepairShop customization project published and the dataset from the T220 Data Entry and Setup Forms course. Finally, in MYOB Acumatica, you will configure the instance that you have deployed.

Step 1: Preparing the Environment

Note:
If you have completed any training course of the T series and are using the same environment for the current course, you can skip this step.

To prepare the environment, do the following:

  1. Make sure that the environment that you are going to use conforms to the System Requirements for MYOB Acumatica 2024.1.
  2. Make sure that the Web Server (IIS) features that are listed in Configuring Web Server (IIS) Features are turned on.
  3. Install the Acuminator extension for Visual Studio.
  4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in MYOB GitHub to a folder on your computer.
  5. Install MYOB Acumatica. On the Main Software Configuration page of the , select the Install Acumatica ERP and Install Debugger Tools check boxes.
    Tip:
    If you have already installed MYOB Acumatica without debugger tools, you should remove MYOB Acumatica and install it again with the Install Debugger Tools check box selected. The reinstallation of MYOB Acumatica does not affect existing MYOB Acumatica instances. For details, see To Install the MYOB Acumatica Tools.

Step 2: Deploying the Instance

To perform customization tasks, you need to deploy an instance of MYOB Acumatica for the T250 Inquiry Forms training course on the instance.

You deploy an MYOB Acumatica instance and configure it as follows:
  1. Open the MYOB Acumatica ERP Configuration Wizard, and do the following:
    1. Click Deploy a New Acumatica ERP Instance for T-Series Developer Courses.
    2. On the Instance Configuration page, do the following:
      1. 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.)
      2. In the Training Course box, select T250 Inquiry Forms.
    3. On the Database Configuration page, make sure the name of the database is SmartFix_T250.

    The system creates a new MYOB Acumatica instance, adds a new tenant, loads the data to it, and publishes the customization project that is needed for activities of this guide.

  2. Make sure that a Visual Studio solution is available in the App_Data\Projects\PhoneRepairShop folder of the MYOB Acumatica instance folder.

    This is the solution of the extension library that you will modify in the activities of this guide.

  3. 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.

  4. In the top right corner of the MYOB Acumatica 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.

  5. 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.

Step 3: Configuring the Instance

To be able to create and pay invoices in the activities of this guide, you need to configure the deployed instance as follows:

  1. On the Enable/Disable Features (CS100000) form, enable the Advanced SO Invoices feature.
  2. On the Item Classes (IN201000) form, open the Stock item class. On the General tab (General Settings section), select the Allow Negative Quantity check box. On the form toolbar, click Save.
  3. On the Accounts Receivable Preferences (AR101000) form, on the General tab (Data Entry Settings section), clear the Validate Document Totals on Entry and Require Payment Reference on Entry boxes to simplify the process of releasing an invoice. On the form toolbar, click Save.