Product Update 25.0.9.25900 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-502	Enhancement	Enhance "Project Task Summary" Filters	ProjectPro Basics
PE-565	Enhancement	Auto Apply Retention Feature - Remove Hard-Coded Retention Ledger Code	Progress Billings
PE-567	Enhancement	Project Ledger with 0 Quantity upon Receiving Purchase Order	Account Payables
PE-572	New Feature	Revenue Recognition - "Project Sales Adjustment Account" for Over/Under Billings	Revenue Recognition
PE-573	Enhancement	PFW - "Amount Received Not Invoiced" Field to Validate Posted Invoices done via Get Receipt	Project Forecast
PE-574	Enhancement	Project Card - "POC Method" Change Impact to Related Fields	Revenue Recognition
PE-575	Enhancement	Flow APO Links and Price Lists from Master Project to Sub-Levels	ProjectPro Basics
PE-576	Enhancement	Enhance the Unit Cost Production Report by Task	Reports
PE-608	Enhancement	Labor to G/L - Filter out Zero Cost Entries to flow on the General Journal	ProjectPro Basics
PE-617	New Feature	New Graphics for “Actual Cost/Billings” and "Budget Analysis/Profits under Analytics on the Project	ProjectPro Basics
PE-618	Enhancement	Changing Global Dimensions Issue	ProjectPro Basics
PE-625	Enhancement	Enhance "ProjectPro Estimator" Role Center (14021349)	ProjectPro Basics
PE-626	Enhancement	MEM - Purchase Credit Memo from Posted Purchase Invoice with Workflows	Third-Party ISV
PE-627	Enhancement	Project No. and Task No. on Payment Journal - Test Report and Reversals	Account Payables
PE-633	Enhancement	Project Line Type on Purchase Order for T&M Projects	ProjectPro Basics
PE-636	Enhancement	PFW - Events to Drill Down “Total Costs Used” Field	Project Forecast
PE-640	Enhancement	Project Quote - Length of "Project No. Series" field	Project Quote
PE-641	Enhancement	Conflict with New Sales Price when Posting Purchase Order	Account Payables
PE-645	Enhancement	Project Graphics Visibility under Analytics and Project Card	ProjectPro Basics
PE-651	Enhancement	New Events for the Multi-Currency aligned with Progress Billing	Progress Billings
PRJCTPR-468	Hot Fix	AIA G702 and Progress Invoice Reports - Values in Line Nos. 4 and 7	Progress Billings
PRJCTPR-479	Enhancement	"Field Manager" & "Purchase Manager" Role Center Cleanup to Show Important Features Only	ProjectPro Basics
PRJCTPR-485	Enhancement	"ProjectPro Accountant" Role Center Cleanup to Show Important Features Only	ProjectPro Basics
PRJCTPR-487	Enhancement	Revenue Category for G/L Account on Project Planning Lines based on Projects Setup	ProjectPro Basics
PRJCTPR-488	Enhancement	MEM - Auto Application of Posted Sales Invoice from "Create Corrective Credit Memo with Retention"	Third-Party ISV
PRJCTPR-490	Enhancement	Expansion of Linked Resource with disabled Projects Setup	ProjectPro Basics
PRJCTPR-493	Enhancement	Flow of "Ship-to Address" from Posted Sales Invoice to Sales Credit Memo	Account Receivables

Release Note Details

Enhancement – Enhance "Project Task Summary" Filters

The Project Task Summary under Analytics on the Project card now shows the task summary filtered with the Project No. you are on, along with the details of the sub-level projects. The expand and collapse feature on this page works when the related project task lines are indented using the “Indent Task Lines” feature.

Additionally, the Totaling formula being auto-set on the project task lines for the Begin Total tasks has also been fixed.

Enhancement – Auto Apply Retention Feature - Remove Hard-Coded Retention Ledger Code

The “Auto Apply Retention Billing” feature now uses the retention ledger code set on the Projects Setup for “Retention Receivable Ledger”.

Enhancement – Project Ledger with 0 Quantity upon Receiving Purchase Order

The project ledger entries are created from the posted purchase receipt based on the setup below. The system does not create the same with 0 Quantity now.

New Feature – Revenue Recognition - "Project Sales Adjustment Account" for Over/Under Billings

A new setup has been created on the Projects Setup under the Revenue Recognition fast tab “Project Sales Adjustment Account for Over/Under Billings”.

If you enable this, the system will use the Project Sales Adjustment Account from the project posting groups instead of the Project Sales Applied Account when over/under billings are posted for revenue recognition.

Enhancement – PFW - "Amount Received Not Invoiced" Field to Validate Posted Invoices done via Get Receipt

The “Amount Received Not Invoiced” field on the project forecast worksheet now considers the posted purchase invoices when posted through the “Get Receipt” function.

Enhancement – Project Card - "POC Method" Change Impact to Related Fields

When the POC Methods are changed to another method on the same project card, the system now removes the existing values from different fields based on their methods with the help of a confirmation message.

1. “Units Complete” to any method other than “Manual Job%”
   1. Provides a confirmation message: “Changing the POC method from "Units Complete" to any method other than “Manual Job%” will reset the "Total Units", and “Actual Units Complete” values to zero. Do you want to continue?”

1. “Markup%” to any method other than “Manual Job%”
   1. Provides a confirmation message: “Changing the POC method from "Markup%" to any method other than “Manual Job%” will reset the "POC Method Value" field to zero. Do you want to continue?”

1. “Gross Margin%” to any method other than “Manual Job%”
   1. Provides a confirmation message: “Changing the POC method from "Gross Margin%" to any method other than “Manual Job%” will reset the "POC Method Value" field to zero. Do you want to continue?”

Enhancement – Flow APO Links and Price Lists from Master Project to Sub-Levels

When certain actions are performed, APO Links and Sales Price Lists (new project sales prices by BC365) will flow from the template/master project to its sub-level projects.

Enhancement – Enhance the “Unit Cost Production Report by Task”

The Unit Cost Production Report by Task has been enhanced to show a detailed summary by project tasks, with a few removed columns, renamed captions, and enhanced formulas.

Now:

Prior:

Enhancement – Labor to G/L - Filter out Zero Cost Entries to flow on the General Journal

The Labor to G/L process to create G/L entries for the project labor entries via Project Journal via projects setup, now excludes the 0 cost journal entries to be transferred to the set General Journal, for both auto post and manual post.

Enhancement – New Graphics for “Actual Cost/Billings” and "Budget Analysis/Profits under Analytics on the Project

Graphs have been added to the following pages under the Analytics section of the Project card’s ribbon:

1. Project Actual Cost/Billings – A graph has been added to visualize data in the “Project to Date” column.

1. Budget Analysis/Profits – A graph has been integrated to enhance data interpretation and insights.

Enhancement – Changing Global Dimensions Conflict with Subcontract

While performing the Change Global Dimensions, the system does not conflict with the Subcontract restriction as below.

Enhancement – Enhance "ProjectPro Estimator" Role Center (14021349)

A new role center has been created for the Project Estimator named “ProjectPro Estimator”.

Enhancement – MEM - Purchase Credit Memo from Posted Purchase Invoice with Workflows

The system now creates an Open Purchase Credit Memo with Workflows as well when created via a Posted Purchase Invoice using “Correct”, “Cancel”, or “Create Corrective Credit Memo” functions.

Enhancement – Project No. and Task No. on Payment Journal - Test Report and Reversals

1. A new “Project Test Report” has been created on the Payment Journal to avoid the BC Standard Warning messages for the entered Project No.

1. The “Reverse Transaction” function works error-free (mentioned below) for Project No. or Project Task No. while reversing payment entries from vendor ledger entries.

PE-633

Enhancement – Project Line Type on Purchase Order for T&M Projects

The process to have Project Line Type auto-populate from the Project card on the Purchase Order lines has been enhanced.

PE-636

New Feature – PFW – New Events to Drill Down “Total Costs Used” Field

New events have been added to the ProjectPro application to be able to drill the “Total Costs Used” column on the project forecast worksheet.

PE-640

Enhancement – Project Quote – Length of "Project No. Series" Field

The character limit for the “Project No. Series” field on the Project Quote card has been increased from 10 to 20.

PE-641

Enhancement – Conflict with New Sales Price when Posting Purchase Order

If the new Sales Price feature is enabled on the feature management, and the user is trying to create a purchase order with the Type Resource in it, the system now allows you to create an order. The error has been resolved.

PE-645

Enhancement – Project Graphics Visibility under Analytics and Project Card

A new Fast Tab, "Project Graphics/Analytics”, has been added to the Field Management Setup.

This includes eight individual Boolean fields, each designed to control the visibility of specific graphic elements on their respective pages. These options provide users with greater flexibility in the graphical content displayed.

PE-651

New Feature – New Events for Multi-Currency aligned with Progress Billing

New events have been added to the ProjectPro application for the multi-currency feature and Progress Billings.

PRJCTPR-468

Enhancement – AIA G702 and Progress Invoice Reports - Values in Line Nos. 4 and 7

The calculations have been enhanced for Line Nos. 4 and 7 in AIA G702 and the Progress Invoice Reports.

Note: It is suggested to use “Combined CO Progress Invoice” & “Combined CO AIA G702 and G703” reports in case of any Change Orders being used with the Project.

PRJCTPR-479

Enhancement – "Field Manager" & "Purchase Manager" Role Center Cleanup to Show Important Features Only

The "Field Manager" & "Purchase Manager" role centers have been cleaned up to show only important features.

PRJCTPR-485

Enhancement – "ProjectPro Accountant" Role Center Cleanup to Show Important Features Only

The "ProjectPro Accountant" role center has been cleaned up to show only important features.

PRJCTPR-487

Enhancement – Revenue Category for G/L Account on Project Planning Lines based on Projects Setup

If the "Revenue Categories Required on Billable Entries" option is enabled in Projects Setup and the Revenue Category is blank on the G/L Account card.

Users can still insert the G/L account into Project Planning Lines.

Validation will be deferred until a value is entered in the Quantity field.

PRJCTPR-488

Enhancement – MEM - Auto Application of Posted Sales Invoice from "Create Corrective Credit Memo with Retention"

When the “Create Corrective Credit Memo with Retention” is used from a posted sales invoice, the “Applies-to Document Type” and “Applies-to Document No.” fields on the Sales Credit Memo will be automatically populated.

Once these fields are set and the credit memo is posted, the system will automatically apply and close the related Customer Ledger Entries from the original sales invoice.

PRJCTPR-490

Enhancement – Expansion of Linked Resource with disabled Projects Setup

1. When "Explode All Linked Resources" is disabled and "Auto Explode Linked Resource" is enabled in the Projects Setup (Items & Resources Fast Tab), only the default resource will be auto-exploded after the quantity is updated for the selected item on the Project Planning Lines.

1. When both "Explode All Linked Resources" and "Auto Explode Linked Resource" are disabled, the default resource will be exploded manually by enabling "Get Linked Resource" on the planning lines and then updating the quantity for the selected item.

PRJCTPR-493

Enhancement – Flow of "Ship-to Address" from Posted Sales Invoice to Sales Credit Memo

Ship-to address now flows to the Posted Sales Credit Memo when created under the following cases:

1. Through Progress Billing using “New Version”

1. Direct Sales Invoice using “Correct”

1. Direct Sales Invoice using “Cancel”

1. Direct Sales Invoice using “Create Corrective Credit Memo”

1. Direct Sales Invoice using “Create Corrective Credit Memo with Retention”