Product Update 23.0.8.14966 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-191	Enhancement	JFW Changes and Enhancement	Job Forecast Worksheet
PE-200	Enhancement	New feature as Pay When Paid is introduced	ProjectPro Basics
PE-221	Enhancement	New "Quote Unit Analysis" - Analytics on Job Quote	Job Quote
PE-222	Task	Enhanced format for "Actual vs Budget Cost by Task" report.	Reports
PE-243	Enhancement	UOM on Job Material Planning line to update from Item card’s UOM.	ProjectPro Basics
PE-246	Task	"Sub-Levels Numbering Format" for sub-level job’s extension no. via the Jobs Setup.	ProjectPro Basics
PE-252	Enhancement	Enhanced the Job Daily Log to create new Purchase Orders.	ProjectPro Basics
PE-253	Enhancement	Job Daily Log - Add the Ability to enter and post the Work Units Completed	ProjectPro Basics
PE-260	Enhancement	New "Multiple Jobs on Lines" on Purchase Documents.	Purchase Orders
PE-262	Enhancement	JFW - "View Open Tasks Only" option to have 2 new columns as "Amt Rcd. Not Invoiced" and "Outstanding Orders".	Job Forecast Worksheet
PE-265	Enhancement	New Corrective Sales Credit Memo for Posted Sales Invoices with Retention.	Sales Credit Memo
PE-266	Enhancement	JFW: Enhanced Projections List and Get Projections	Job Forecast Worksheet
PE-272	Enhancement	Enable to Change POC Method on Job with posted revenue recognition entries.	ProjectPro Basics
PE-273	Task	Editable Dimensions on Job Planning Lines.	ProjectPro Basics
PE-275	Enhancement	New Tooltips added for Progress Billing Reports and Generate General Journal Rev Rec Report for Over/Under Billing	ProjectPro Basics
PRJCTPR-300	Hot Fix	Fixed PO Quantity Staged issue on Job Material Planning Worksheet.	ProjectPro Basics
PRJCTPR-309	Task	Expanded G/L account on Job Material Planning Worksheet	ProjectPro Basics
PRJCTPR-316	Enhancement	Addition of "User Task Category" List on Field Management Setup.	ProjectPro Basics
PRJCTPR-318	Task	Issue for Retention Reduction on progress payment page.	ProjectPro Basics
PRJCTPR-320	Hot Fix	Calculation error on Sales Tax and Retention under option 3 and with Multiple Retention	ProjectPro Basics
PRJCTPR-329	Hot Fix	JFW: "Estimated Cost to Complete" reset after drilling into Outstanding Orders or exporting to Excel.	Job Forecast Worksheet
PRJCTPR-332	Task	Status Correction for Subcontract Change Request.	ProjectPro Basics
PRJCTPR-335	Hot Fix	Tax Group Code is now flowing to retention document from Job Planning Lines through progress billing in case of option 3.	ProjectPro Basics

Release Note Details

Enhancement- JFW Changes and Enhancement

• "Task Manager Comments" column has been introduced on the job forecast worksheet. These will get updated in the "Previous Manager Comments" column when the forecast is posted.
  
  
• "Manager Comments" at the bottom of the job forecast worksheet now gets updated with the last comment added to the PM Comments (available on the ribbon) based on the As of Date Filter applied. This is unrelated to the posting of the forecast and will be updated anyway.
  
  
• The "New Total Units Complete" value now updates the Estimated Cost to Complete and Forecasted Completed Cost values also.
• Obsolete and hidden columns "Bill Date", "Bill Percent", "PO Expected Receipt Cost" along with the function "Calc Expected Receipt Costs".
• "Budgeted Cost on Projection" field on Jobs Setup is moved from Job Forecast Worksheet fast tab to General fast tab.

Enhancement- New feature as "Pay When Paid" is introduced.

• A field is created on job card under the "Invoicing and Shipping" fast tab named "Pay When Paid" for defining the Term code.
  
  
• A batch is created as "Update Due Dates – Pay When Paid" for updating the "VLE Due Dates" based on the date of the payment from the customer for draw no. it will add the defining "Pay When Paid Term" period.
  
  
  
  
  
  
• As VLE due date will update "Pay When Paid" on CLE and VLE page will be enabled for those entries.
  
  
• The "Closed Date" field is added on the Draw Page that will define the closing date of a particular draw no. and batch will not run for closed Draw.
  
  

Enhancement- New "Quote Unit Analysis" - Analytics on Job Quote

"Total Units" and "Unit of Measure" fields are added to the Quote Card in the "General" Fast tab.

The Quote Unit Analysis under Analytics ribbon on Quote Ribbon is added and that will show the below details for Job planning page based on Cost Categories.

Here, the Total Units and Units of Measure is defined as the Quote Units on the top. Based on this, the Cost Per Unit gets calculated.

Enhancement- Enhanced format for "Actual vs Budget Cost by Task" report.

The "Actual vs Budget Cost by Task" report has a new enhanced format.

Enhancement- UOM on Job Material Planning line to update from Item card’s UOM.

When the user selects an item on the JMP worksheet it pulls the UOM field from the item card.

Task- "Sub-Levels Numbering Format" for sub-level job’s extension no. via the Jobs Setup.

A new setup has been added as "Sub Levels Numbering Format" on the Job setup under the Lines fast tab. You can either enter "1" or "01". By default, it is set to "001".

For example, if master job is J00200, entering "1" means the sub level no. will be J00200.1, while entering "01" means the sub level no. will be J00200.01 & if it is left blank, then the no. will be J00200.001.

Enhancement- Enhanced the Job Daily Log to create new Purchase Orders.

Purchase orders can now be created directly from the Job Daily Log card.

Enhancement- Job Daily Log - Add the Ability to enter and post the Work Units Completed

Work Units now flow from the Job Planning Lines and can be recorded and posted through the Job Daily Log. You can also see what is budgeted and what was previously posted.

A new action button has been created to "Submit the Work Units" which will directly take you to the Job Journal page.

Enhancement- New "Multiple Jobs on Lines" on Purchase Documents.

A new Boolean has been added as "Multiple Jobs on Lines" on purchase documents such as Purchase Order, Purchase Invoice, Purchase Return Order, and Purchase Credit Memo to create a single document for multiple Jobs without removing the Job No. from the header.

Enhancement- JFW - "View Open Tasks Only" option to have 2 new columns as "Amt Rcd. Not Invoiced" and "Outstanding Orders".

On the job forecast worksheet, two columns "Amt Rcd. Not Invoiced" and "Outstanding Orders" are also added to the filtering criteria for "View Open Tasks Only."

Enhancement- New Corrective Sales Credit Memo for Posted Sales Invoices with Retention.

A new function has been created as "Create Corrective Credit Memo with Retention" on the posted sales invoice. This will allow user to create a credit memo for the invoices that includes retention but are not created via progress billing.

Enhancement- JFW: Enhanced Projections List and Get Projections

• "As of Date Filter" will be picked on the Get Projections report instead of "Next Bill Date".
• The tooltips have been updated as below:
  • Projection List: View or add the projected percentage of a task for the current or future months based on the PM's best expectations.
  • Get Projections: This will update the "New Total Percent Complete" value for a selected task based on the date filter applied and the percentage defined in the Projection List. This does not complete the calculation but is only suggested values that requires to be updated manually to have the required values calculated.

Enhancement- Enable to Change POC Method on Job with posted revenue recognition entries.

If the jobs setup "Enable to Change POC Method" on revenue recognition fast tab is set to True, then you are allowed to change the POC Method on the job card even if it has posted the Rev. Rec. entries.

Task- Editable Dimensions on Job Planning Lines.

New setup added on the jobs setup to allow editing of dimensions on the job planning lines. Please note that the flow of the dimensions from the job planning lines can be implemented using the dependency apps as per requirement.

Enhancement- New Tooltips added for Progress Billing Reports and Generate General Journal Rev Rec Report for Over/Under Billing

Tooltips updated for the

• Reports on the Progress Billing page
• Over/Under Billing Boolean on Generate General Journal batch on revenue recognition summary details page.

Hot Fix- Fixed PO Quantity Staged issue on Job Material Planning Worksheet.

When the user runs the Delivery Ticket Report on JMP with Post Boolean on then the PO Qty. Staged also updates.

Task- Expanded G/L Account on Job Material Planning Worksheet

G/L Accounts can be added to the Job Material Planning Worksheet by enabling "Expanded Job Material Planning Worksheet" on Jobs Setup.

Enhancement- Addition of "User Task Category" List on Field Management Setup.

The "User Task Category" action button has been added to the Field Management setup under action on the ribbon.

Task- Issue for Retention Reduction on progress payment page.

If the user reduces the "Retention %" on the "Progress Payment" page, then the "Purchase Retention Document" is created with the Reduced Retention Amount and the "Progress Payment" report also shows the correct value.

Hot Fix- Calculation error on Sales Tax and Retention under option 3 and with Multiple Retention.

Sales Tax and Retention are now calculated correctly when Option 3 is selected on the Job Setup and Multiple Retention Boolean is turned on.

Hot Fix- JFW: "Estimated Cost to Complete" reset after drilling into Outstanding Orders or exporting to Excel.

The "Estimated Cost to Complete" value will now stay after moving the cursor to any other line or performing any action/process.

Task- Status Correction for Subcontract Change Request.

The Status of Subcontract Change Request has been set to Planning and a non-editable field.

Hot Fix- Tax Group Code is now flowing to retention document from Job Planning Lines through progress billing in case of option 3.

The Tax Group Code is now flowing to the retention document from Job Planning Lines through progress billing in the case of option 3.