Product Update 27.0.3.42879 for Microsoft Dynamics 365 Business Central

New Feature – Revenue Recognition Report/Batch - "Include Sub-Level" for Sub-Level Projects

If a Forecast is performed for a Sub-Project, the Revenue Recognition Report/Batch will now retrieve the Total Cost Estimate (TCE) from the most recent forecast that was posted in the previous month.

Note: The Revenue Recognition process follows a monthly evaluation approach. Forecasts posted within the current month are not considered. The system always picks the TCE from the latest forecast posted in the prior month.

Note: This process generates entries only in the Revenue Recognition Summary Details page. No entries are created in the Project Summary Details page.

Enhancement – New "Shipping and Work Approved" Statistics on Subcontract Commitment

A new action has been added to the Subcontract Commitment page under the Home section of the ribbon, which opens a dedicated view displaying only the Shipping section of the Statistics.

This action replicates the shipping details available on the standard Statistics page, allowing users to quickly access all relevant shipping information in one place without navigating through multiple sections.

Enhancement – Retain "Qty. to Invoice" on Subcontract Commitment if Posted with "Receipts Only"

When the Default Qty. to Receive in Purchase & Payables Setup is blank, the Qty. to Invoice gets cleared during Receipt Only posting.

To control this behavior, a new field "Preserve Qty. to Invoice on Receipt Only" has been added in Project Setup (Subcontract fast tab).

• Enabled → Qty. to Invoice remains unchanged
• Disabled → Qty. to Invoice is cleared

Enhancement – Project Task Totals - Display Actuals with Contract Project Class

For Project Class = Contract, the Project Task Totals page displayed only planning line values and excluded actuals.

This has been resolved, and the page now correctly shows both planning line and actual (ledger) values across master projects and sub-level projects.

New Feature – Enhance "Contract POC Report" to run for all Project Classes

The Contract POC Report has been enhanced to support both Master Projects and Sub-level Projects.

• When running for a Master Project, it includes all underlying sub-levels based on configurations defined in the batch or on the project card.



• When running for a Sub-level Project, it displays values specific to that sub-level project, including associated change orders, as per the defined setup.



• When executed from Global Search, the report displays all projects based on the configurations set in the batch or project card.

Enhancement – PMP - Project Journal Posting Not Reducing the Quantity

A new field, "Inventory Posted", has been added to the Project Material Planning Worksheet to capture the quantity posted from inventory.

The calculation of the "Bal. Req." field has been updated to include the Inventory Posted quantity.

Enhancement – "Get Project Planning Lines" Setup on Progress Billing Requisition

A new Boolean field, "Enable Get Project Planning Line", has been added to the Progress Billing page, allowing users to include additional planning lines directly from the page without relying on the Projects Setup.

Settings defined on the Progress Billing page will override the configurations set in the Projects Setup.

Enhancement – Auto Apply Retention with Max Payment Tolerance

A validation has been added to check whether "Payment Tolerance %" is added in the general ledger setup.

If Tolerance is set, the system will not allow enabling "Auto Apply Retention" in Projects Setup.

The same is also true for vice versa, i.e., "Payment Tolerance %" on the General Ledger Setup cannot be set if "Auto Apply Retention" is enabled in Projects Setup.

Enhancement – Contract Project Card - Refresh Forecast Booleans and Non-Editable

When a project is created with Project Class as "Contract" then the forecast related fields will remain non-editable.

Also, if you change the Project Class of a project that has existing sub-level projects, then a confirmation message will appear before you can change it.

Enhancement – Open Project Backlog with Project Billables Totaling to Negative

The "Open Project Backlog" now calculates correctly for the over and under-billings.

New Feature – "Update Ext. Cost to Complete" Batch to Validate Modified Forecast Values

A new function has been created, "Update Forecasted Completed Cost", on the project forecast worksheet.

This function updates the Forecasted Completed Cost as "Previous Forecasted Completed Cost" minus "Total Costs Used".

Enhancement – Setup Configuration and Tooltip Improvements

Captions and tooltips have been updated across various setups and pages to improve clarity and user understanding of the functionality.

The following areas have been updated:

• Purchase & Payables Setup
  Field: Block Line Deletion – Subcontract PO Commitment
• Project Setup
  Field: Received Not Invoiced Accrual Batch
• Payment Journal
  Updates to Lien Release related action button and associated fields
• Vendor Ledger Entries (VLE)
  Tooltips added/updated for Lien Release-related fields

Enhancement – Project Card Performance - New Options on ProjectPro UI/UX Setup

New setups have been added to ProjectPro UI/UX Setup, to disable the fast tabs and the fact boxes from the Project card and list page.

Enhancement – Project Forecast Deletion Batch for Rev Rec Batch Entries

The "Project Forecast Deletion" batch now deletes the Rev Rec entries when created through "Create Revenue Recognition Summary Details Batch" and the "Revenue Recognition Report/Batch".

Enhancement – Allow Overbilling in case of Billing Method=%, L/S

A new Boolean field has been added to the Project Setup to allow overbilling when the billing method is set to % or L/S. When enabled, users can bill beyond 100%.

Improvement – Dimensions on Change Order Quote

Dimensions defined at the Project Card level are now consistently applied to tasks created in Change Order Quotes, including manually added tasks.

These dimensions are automatically reflected on both the task lines and the Dimensions page, ensuring uniform dimension flow and improved accuracy in financial tracking and reporting.

Improvement – Progress Payment – Handling of Negative Quantity

Negative quantities are now supported in Progress Payment lines for adjustment scenarios.

For Item lines with negative quantity linked to a Project and Task (across Subcontract Commitment, Direct Purchase, and Progress Payment), the system enforces that "Qty. to Receive" = "Quantity", restricting partial receiving.

This ensures controlled processing, as the base system does not support multiple receipt adjustments for the same negative Item line.

Improvement – Display Report Data with Export/Import Functionality

Report output has been enhanced to ensure that data is correctly displayed after performing Export and Import of Project Planning Lines. This ensures consistent and accurate reporting results aligned with the updated planning data.

Improvement – UOM Flow across Project Ledger Entries and Project Planning Lines for T&M Projects

For T&M Projects, the Unit of Measure (UOM) recorded in Project Ledger Entries (PLE) is now consistently carried forward to Project Planning Lines (PPL). This ensures that the UOM used during posting (via Purchase Orders or Project Journals) is accurately reflected in planning data.

This alignment between PLE and PPL ensures consistency across transactions and improves accuracy in downstream reporting, including the Daily Field Report (DFR).

Improvement – Project Card - BC "Sell-to Customer No." Change Validation

The "Sell-to Customer No." field from BC on the Project card now validates and updates the "Sell-to Customer No." from ProjectPro and all other related fields.

Improvement – "Progress Billing Link Code" on Subcontract Commitment

The system now allows successful posting of Subcontract Commitment and Purchase documents for Item lines when a Progress Billing Link Code is defined and "Suggest Billing by Progress Billing Links" is enabled on the Project Card.

Improvement – Calculation of Stored Material Retention in Progress Billings

"Material Retention Percent" entered on the Progress Billing header is now automatically applied to all lines. The system also ensures that "Stored Material Retention Percentage" is considered, and the retention amount for stored materials is calculated correctly at the line level.

Improvement – Retention amount calculation in Purchase

In Purchase documents with Retention %, retention amounts were not recalculated correctly during multiple postings because the document remained Released.

This has been resolved by automatically reopening the document after each posting, ensuring accurate retention recalculation.