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  • Product Update 24.0.01.20409 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID Type Title Functional Area
PE-286 Enhancement

Job List & Card – Caption Change from Job to Project (BC and PP V24)

ProjectPro Basics

PE-300 Enhancement

Job Quote fields "Status" and "Probability to Close" changed from Option type to Enum type

Project Quote

PE-318 Enhancement

Job Planning Lines & Job Task Lines (Table + Page) - Caption Change from Job to Project (BC and PP V24)

ProjectPro Basics

PE-321 Enhancement

Job Journal & Job Ledger Entries (Table + Page) - Caption Change from Job to Project (BC and PP V24)

ProjectPro Basics

PE-327 Enhancement

Progress Billing – Document to be uniquely identified on CLE

ProjectPro Billings

PE-328 Enhancement

Job Quote List & Card (Table + Page) - Caption Change from Job to Project (BC and PP V24)

Project Quote

PE-329 Enhancement

Revenue Recognition – New Excel Import Functionality

Revenue Recognition

PE-341 Enhancement

Warning Message for "Contract Not Exceed" Jobs

ProjectPro Basics

PE-342 Enhancement

Jobs Setup (Table + Page) - Caption Change from Job to Project (BC and PP V24)

ProjectPro Basics

PE-349 Enhancement

Progress Billings List (from Job card) & Card (Table + Page) - Caption Change from Job to Project (BC and PP V24)

Progress Billings

PE-350 Enhancement

Flow of "Job No." and "Draw No." on Payment Journal from Apply Entries

ProjectPro Basics

PE-355 Enhancement

Linked Resource Batch Report to Update Existing Values to New List

ProjectPro Basics

PE-356 Enhancement

Customer Card - Missing Statistics FastTab

ProjectPro Basics

PE-357 Enhancement

Obsolete Old Linked Resource Fields on Item Card

ProjectPro Basics

PE-358 Enhancement

Update Field Manager Profile (Role Center) Name in PP App

ProjectPro Basics

PE-361 Enhancement

Add "Project Cost Category" to Item Templates

ProjectPro Basics

PE-362 Enhancement

ProjectPro Manager & Accountant Role Centre (Table + Page) - Caption Change from Job to Project (BC and PP V24)

ProjectPro Basics

PRJCTPR-401 Enhancement

Source Code - Pop-Up on Project Journal Posting

ProjectPro Basics

PRJCTPR-403 Hot Fix

Default Task not getting updated while creating new Job/Project

ProjectPro Basics

PRJCTPR-406 Task

Progress Billing - Requisition Date should be Posting Date in Sales Invoice

Progress Billings

PRJCTPR-408 Hot Fix

"Edit in Excel" for Purchase Invoice Lines

Purchase Invoice

PRJCTPR-410 Hot Fix

Subcontract - Issue with Multiple Jobs and PO Creation

Subcontracting

PRJCTPR-411 Task

Remove Export/Import Header from Global Search

ProjectPro Basics

PRJCTPR-415 Task

Obsolete "Default Job Task No." on the Resource card

ProjectPro Basics

PRJCTPR-418 Task

Spell Correction of "Lien" on Posted Sales Invoice

ProjectPro Basics



Release Note Details

PE-286

Enhancement- Job List & Card - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. Jobs List -> Projects List
  2. Release August image 01

  3. Jobs Card -> Project Card
  4. Release August image 02

PE-300

Enhancement- Job Quote fields "Status" and "Probability to Close" changed from Option type to Enum type.

The historical/present data for the fields "Status" and "Probability to Close" on the Job card and list will get auto updated to the new fields with same name automatically. Please note that old fields have been set to obsolete and will get removed by Microsoft in the later releases.

PE-318

Enhancement- Job Planning Lines & Job Task Lines (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. Job Planning Lines -> Project Planning Lines
  2. Release August image 03

  3. Job Task Lines -> Project Task Lines
  4. Release August image 04

PE-321

Enhancement- Job Journal & Job Ledger Entries (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. Job Journal -> Project Journal
  2. Release August image 05

  3. Job Ledger Entries -> Project Ledger Entries
  4. Release August image 06

PE-327

Task - Progress Billing – Document to be uniquely identified on CLE

All the Booleans available on the Progress Billing card will now flow through the Sales Invoice, to its Posted Sales Invoice and to the Customer Ledger Entries.

PE-328

Enhancement- Job Quote List & Card (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. Quotes List
  2. Release August image 07

  3. Job Quote Card -> Project Quote Card
  4. Release August image 08

PE-329

Enhancement- Revenue Recognition – New Excel Import Functionality

  • A new feature has been introduced on the Revenue Recognition Summary Details page to export the data as a template through "Export to Excel" button and import it using "Import to Excel" button. Click on "Calculate Revenue Recognition" to calculate the values as usual.

  • Release August image 09

  • This feature can be used if the new setup "Rev Rec Imported Data" is enabled on the Projects Setup under the Revenue Recognition fast tab.

  • Release August image 10

  • A new function to "Recognize Anticipate Project Loss" has also been introduced. If this setup is enabled, then the "Gross Revenue" and "Gross Profit" will be calculated based on below conditions for all POC Methods except "Markup %" and "Gross Margin %".
    • If the Current Contract >= Current (TCE) Est. Cost at Completion, then
      Gross Revenue = Contract Value * POC%
      Gross Profit = Gross Revenue – Actual Costs to Date
    • If the Current Contract < Current (TCE) Est. Cost at Completion, then
      Gross Revenue = Actual Costs to Date + (Current Contract Value - Current (TCE) Est. Cost at Completion)
      Gross Profit = Current Contract - Current (TCE) Est. Cost at Completion

PE-341

Enhancement- Warning Message for "Contract Not Exceed" Jobs

A new Projects Setup has been introduced on the General FastTab as "Contract Not to Exceed Warning".

Release August image 11

Enabling this setup will give you a warning message upon posting every sales invoice for a job whose Contract Type is set to "Contract not to Exceed".

Release August image 12

Release August image 13

PE-342

Enhancement- Jobs Setup (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

Release August image 14

PE-349

Enhancement- Progress Billings List (from Job card) & Card (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. Job Progress Billing List -> Project Progress Billing List
  2. Release August image 15

  3. Progress Billing Card
  4. Release August image 16

PE-350

Enhancement - Flow "Job No." and "Draw No." on Payment Journal from Apply Entries

  1. Draw No. and Job No. are added on Apply Vendor Entries page.
  2. Same would be flowing from Apply Vendor Entries page to Payment journal page.
Release August image 17

Release August image 18

PE-355

Enhancement- Linked Resource Batch Report to Update Existing Values to New List.

A new batch report has been created as "Updated Historical Linked Resources", which will update the existing Linked Resources details from the Item card to the new list of Linked Resources and mark them as Default.

This is available on both Global Search and the Linked Resources list on Item card.

Release August image 19

PE-356

Enhancement- Customer Card – Missing Statistics FastTab

The Statistics FastTab on the customer card is now visible with the ProjectPro application as well.

Release August image 20

PE-357

Enhancement- Obsolete Old Linked Resource Fields on Item Card

The captions of old fields related to Linked Resources have been updated as Obsolete along with their tooltips on the Item card.

Release August image 21

PE-358

Enhancement- Update Field Manager Profile (Role Center) Name in PP App

The Role Center has updated names, especially Field Manager role center.

Release August image 22

PE-361

Enhancement- Add "Project Cost Category" to Item Templates

The "Project Cost Category" field is now added to the Item Templates as well for you create a new Item or update an existing one.

Release August image 23

PE-362

Enhancement PP Manager & Accountant Role Centre (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term "Job" in Project Management module, where the new term to be used is "Project".

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

  1. ProjectPro Manager Role Center
  2. Release August image 24

  3. ProjectPro Accountant Role Center
  4. Release August image 25

PRJCTPR-401

Enhancement- Source Code Pop-Up on Project Journal Posting

The source code related concerns while posting Project Journal has been handled now and you will be able to post the journal with the old source codes (JOBJNL and JOBGLJNL) as well.

PRJCTPR-403

Hot Fix - Default Task not getting updated while creating a new Job/Project

If the "Default Tasks" are not getting updated while creating a new Job/Project, then you can click on "Refresh Default Project Task" button from the Projects Setup’s Action tab.

Release August image 26

PRJCTPR-406

Enhancement- Progress Billing - Requisition Date should be Posting Date in Sales Invoice

The "Posting Date" of the sales invoice created via progress billing will now get auto updated with the "Requisition Date" from its related progress billing requisition.

PRJCTPR-408

Hot Fix – "Edit in Excel" for Purchase Invoice Lines

The "Edit in Excel" now allows to edit the "Read-only" fields as well.

PRJCTPR-410

Hot Fix - Subcontract - Issue with Multiple Jobs and PO Creation

The system used to give an error while creating a PO from a Subcontract and the same error if we take multiple jobs on the same Subcontract. This has been resolved now.

PRJCTPR-411

Task- Remove the Export/Import Header from Global Search

The "Export/Import Header" has been removed from Global Search. This was obsoleted in earlier versions.

PRJCTPR-415

Task – Obsolete "Default Job Task No." on the Resource card

"Default Job Task No." field on the Resource card was related to Linked Resource functionality and is obsolete now.

Release August image 27

PRJCTPR-418

Task - Spell Correction of "Lien" on Posted Sales Invoice

The spelling for "Lien" under Actions Ribbon of Posted Sale Invoice is corrected.

Release August image 28

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