Product Update 18.0.9.24945 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Release Note Details

Enhancement

PRJ-626

"View Open Tasks Only" Option to Include Estimated Cost to Complete

Addition of a new column “Estimated Cost to Complete” in the option “View Open Tasks Only” Boolean on Job Forecast Worksheet.

Enhancement - “Complete" Option's Impact on Forecast Posting

Complete [Boolean] – Purpose is to indicate that this Job Task is complete.

When placed a check mark on Complete it should auto update below, in same order:

“Estimated Cost to Complete” = $0.00.

“New Total Percent Complete” = 100%.

“Hours to Finish” = 0.00.

User cannot change the values unless “Complete” option is unchecked.

If a user unchecks the option, then values will remain same as 1st point, and user will be able to modify the values as required.

Enhancement - Forecasted Completed Cost and Hours to Finish Value Update Conditions

Upon change of “As of Date Filter” on forecast worksheet, for non-completed tasks:

If previous forecasted completed cost exists then, validated the previous posted Forecasted Completed Cost value to update the related field values accordingly, in which New Status Date should be skipped to change the date in that field. - to check the effect and calculations, change the value manually in forecasted completed cost field.

If previous hours to finish value exists then, update/validate the hours to finish value with new formula suggested by Ed, i.e., Hours to Finish = Remaining Hours + Previous Hours to Finish – Actual Hours.

If the above value comes out to be negative then, update the value as 0 and validate the related field calculations accordingly.

An additional change needs to be done is that, if Remaining Hours comes out to be negative value, then update that value as 0 and not the negative value.

Enhancement - JFW: Mandatory "As of Date Filter" on Forecast Worksheet.

On open of job forecast worksheet printed a pop-up message as "Please enter “As of Date Filter”".

Also, if there is no as of date filter entered, then user not allowed to change values on forecast worksheet and an error message will appear same as above. This error added each field which are editable, i.e.,

1. Complete
2. New Total Percent Complete
3. Estimated Cost to Complete
4. Hours to Finish

On opening the Job Forecasting Worksheet, this message pops up.

Enhancement - Percent of Completion and Profit Analysis Report - Divide by Zero Error

For this added a new field on Job Setup --> Job Forecast Worksheet Fast Tab naming "Forecast Amount Rounding" here you just need to put the 0.1.

Enhancement - "Budgeted Costs" to be Filtered Line Type = Budget | Both Budget and Billable

On job forecast worksheet, applied filter on "Budgeted Costs" with “Line Type = Budget | Both Budget and Billable”.

Enhancement - "Estimated Cost to Complete" on Job Forecast Worksheet Statistics

After the changes, "Estimated Cost to Complete" value on job forecast worksheet statistics matches with the totals of estimated cost to complete in Statistics.

Enhancement - Job Forecast Worksheet Enhancement

Other tickets linked to this parent ticket.

Enhancement - Job Forecast Worksheet - PM Statistics

Addition of PM Statistics page in Job Forecasting Worksheet page

Enhancement - Revenue Recognition Process

New process of revenue recognition created.

Enhancement - Job Forecast Worksheet - PM Comments

Addition of “PM Comments” page in Job Forecast Worksheet. It is included to add job comments.

Enhancement - Revenue Recognition Process/ Job Forecast Worksheet duplications

Job Forecast Worksheet was duplicating multiple entry lines on both Project Summary Details and Revenue Recognition Summary Details.

It was corrected.

Enhancement - New Report - OPS Manager Report

Addition of a new report named OPS Manager Report

Enhancement - Adding APOS Codes to APOS related Reports

Actual Vs Budget Price by RAPO - Report ID - 14021155

Actual Vs Budget C/WU by APO - Report ID - 14021157

Actual Vs Budget Material by APO - Report ID - 14021158

Actual Vs Budget Jobs Hour - Report ID - 14021182

Report 14021154: Job Gross Profit by APO

Addition of Section (Fourth Level) to Reports

• Gross Profit by APO
• Actual Vs Budget Cost by APO
• Actual vs Budget Qty by APO
• Actual vs Budget C/WU by APO
• Actual Vs Budget Price by RAPO

Enhancement - Addons - Time Sheet Crew

Adding of Skill Class code To Resource Card

Job Segment Code to be added to Crew Time Sheet

Following changes done related to Time Sheet Crew

• Adding of Skill Class code To Resource Card and then it will flow to the Time Sheet
• Addition of Job Segment code to be picked from Job Card and it will get filter from Job itself on Crew Time Sheet
• 2 Decimal Places added on Crew Time Sheet calculation
• Caption Changed for On Human Resource Setup

  From Custom Time Sheet No. to Crew Time Sheet No. Series

  From Time Sheet Line No. to Crew Time Sheet Line No. Series

PRJ-874

Enhancement - Combined G702 and G703 Progress Billings Report

Combined both the reports G702 and G703.

PRJ-875

Enhancement - Correction on Job Setup Card on Quote Tab Regarding Drill Down

Now, on drilling down further on the Total Task No. field and Billing Task No. field, it correctly opens to the Activities list page for the selection of code.

PRJ-895

Enhancement - Use Tax Related fields to be added on Job Material Planning

Use Tax related fields added to the Job Planning Lines Page and to be flowed to Job Material Planning.

See Hotfixes >>

Update ID	Type	Title	Functional Area
PRJ-827	Hot Fix	Error while opening the Customer Card.	ProjectPro Basic
PRJ-834	Hot Fix	Service Order/Credit Memo Issue on Table 5902 Subscriber of ProjectPro extension	ProjectPro Basic
PRJ-844	Hot Fix	Issue while Re-Opening the Sales document	ProjectPro Basic
PRJ-856	Hot Fix	Issue related to subcontracting that causes errors when we use a Type of G/L on Purchase Order lines	ProjectPro Basic
PRJ-849	Hot Fix	Incorrect values updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($)	ProjectPro Basic
PRJ-870	Hot Fix	Error with Date not Valid. on UAT Database using ProjectPro while using Visual Job Scheduler	ProjectPro Basic
PRJ-878	Hot Fix	Small Correction in Progress Billing by Task Process 1. Correction Regarding Report Caption Change “As on Date” 2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category	Progress Billing
PRJ-881	Hot Fix	Job Setup - Drill down to detailed tables	ProjectPro Basic
PRJ-882	Hot Fix	Double Retention in Total Sales on Customer Card and Fact Box	ProjectPro Basic
PRJ-884	Hot Fix	ProjectPro Retention Issues on Purchase Invoices for Jobs/Subcontracts and Sales Invoices	ProjectPro Basic
PRJ-907	Hot Fix	System is not allowing to Voiding Cheque	ProjectPro Basic





Release Note Details

PRJ-827

Hot Fix Client - Error while opening the Customer Card

Corrected the issue of error coming while opening the Customer Card.

PRJ-834

Hot Fix - Service Order/Credit Memo Issue on Table 5902 Subscriber of ProjectPro extension

Fixed the technical issue related to Service Order/Credit Memo Issue on Table 5902 Subscriber of ProjectPro extension.

PRJ-844

Hot Fix - Issue while Re-Opening the Sales document

Fixed the technical issue of issue while re-opening the Sales document.

PRJ-849

Hot Fix - Incorrect values updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($)

• Fixed the issue where incorrect values were updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($).
• Fixed the issue where the Discount amount was getting added to the Unit Price and Total Price fields.
• Fixed the issue where G/L entries were not showing the Discount values separately.
• Following reports were also corrected to accommodate the changes: -
  • Job Gross Profit
  • Gross Profit by APO
  • Actual vs Budget Price by APO

PRJ-856

Hot Fix - Issue related to subcontracting that causes errors when we use a Type of G/L on Purchase Order lines.

Issue related to subcontracting that caused errors when using Type of G/L on Purchase Order lines. If a Unit of measure was not included on the Purchase Order line when using a G/L account, user had to run the table and add the qty to invoice behind the scenes. This has been fixed now.

PRJ-870

Hot Fix - Error with Date not Valid on UAT Database using ProjectPro while using Visual Job Scheduler

If anyone used VJS before Version 11, then system gave error while Date is missing on Job Planning Lines but on latest version 11 this issue is resolved.

PRJ-878

Hot Fix - Small Correction in Progress Billing by Task Process

1. Correction Regarding Report Caption Change “As on Date”.

2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category.

1. While using the function “Suggest Billing by Task”, date filter changed from Posting Date to As on Date.

2. Now, additional filter added for the calculation of Billing Percentage on the basis of APO Link Source category.

PRJ-881

Hot Fix Job Setup - Drill down to detailed tables

Now able to drill into the Master Tables of Task Code for "Billing Job Task No." and "Total Task No."

PRJ-882

Hot Fix - Double Retention in Total Sales on Customer Card and Fact Box

After the correction, now Sales Total in Customer Card and fact box showing total sales amount minus the retention amount as required.

PRJ-884

Hot Fix – ProjectPro Retention Issues on Purchase Invoices for Jobs/Subcontracts and Sales Invoices

There was a refresh issue on normal Purchase Order, Purchase Invoice, Sales Invoice as well. Also, if the cost/price was changed on the lines and the retention was already calculated with previous retention base amount, system did not update the retention amount based on new amount until user refreshed the page manually. If a user did not refresh the page and posted the document directly, then the posted document took the same old retention value which resulted incorrect posted document and ledger entries.

This issue has been fixed.

PRJ-907

Hot Fix - System is not allowing to Voiding Cheque

Correction Done. Now, system allowing to void cheques.