Product Update 28.0.03.50931 for Microsoft Dynamics 365 Business Central

Enhancement – PPI Create Corrective Credit Memo without Project - V27

This has been added to the main ProjectPro application; earlier, it was part of the Dependency application released with the main app version 27.0.2.42879 (NA).

ProjectPro is compatible with the MS v27 feature, which returns the partially invoiced quantity to the PO when a credit memo is posted against it.

New Feature – New Customer Project Statement Report

The Customer Statement report in Business Central has been enhanced to include Projects. This is a new report that groups Projects by individual customers.

The report is available from both the Customer Card and the Project Card.

Note: Currently, it can run only for a specific customer or project. Starting with the September release, the report will be enhanced further to support running it across all customers or projects.

New Feature – Project Cash Flow - Stabilization + Report + Graph

This backlog has been re-released, as it failed in build 27.0.14.42879 (NA) because a portion of the required functionality was inadvertently missed in the previous release.

The missing functionality has now been included in this re-release.

New Feature – ProjectPro App Name Change on the Marketplace

The product name "ProjectPro – Construction Vertical" has been changed to just "ProjectPro" on the marketplace.

Enhancement – Project Labor Hours by Task Report – Budgeted Hours vs Actual Hours

This backlog has been re-released, as it failed to build on 27.0.14.42879 (NA) due to incorrect filters. The incorrect filters have now been removed, and the required changes have been included in this re-release.

New Feature – Implement "Include Sales Tax" in Progress Billings for A/R Retention Method 3

The Sales Tax report can now be run using A/R retention calc method 3.

Note: This report is not compatible with stored material as of now. This will be added to the subsequent release.

New Feature – Edit in Excel with Progress Billing and Subcontract List Pages

The following fields have been renamed to resolve Edit in Excel compatibility:

• Subcontract: "Starting_Date" and "Ending_Date" have been renamed to use the updated field naming convention.
• Progress Billing, Progress Billing Header, Sales Header, and Sales Invoice Header: "NS_R_Reduction & Invoicing" has been replaced with "NS_R_Reduction and Invoicing".

New Feature – Revenue Recognition Report/Batch to Run with Override Functionality

The Revenue Recognition Report/Batch now supports "Enable PFW Forecasted Completed Cost". The functionality operates consistently with the behavior previously available through the "Create Revenue Recognition Summary Details Batch".

New Feature – Quote Fast Tab Validation and Confirmation based on "Quote Type" Field

• Implemented validation based on the selected "Quote Type" across the Lines, Package, Task Totals, and Segment fasttabs.

• Added confirmation messages with Yes/No options when users attempt to access or use functionality that does not apply to the selected Quote Type.
• Users can proceed with the action only after confirming the validation message.

New Feature – Contract POC Report to Show 100% for Completed Projects

The "Contract Pct of Completion" report now shows 100% in the "Pct Done" column, which auto-updates the "Total Cost Estimate" column to equal the "To Date Cost" column.

Since the TCE is set to 100%, this also impacts other columns as follows:

• "Recognized Revenue" based on the formula: (Pct Done* Contract Price) /100
  • This implies: Recognized Revenue = Contract Price
• "Recognized Profit" is based on the formula: Recognized Revenue - To Date Costs
• "Over Billings" is based on the formula: To Date Billings - Recognized Revenue
• "Under Billings" is based on the formula: Recognized Revenue - To Date Billings

If the "Master/Contract" project is set to "Completed", then the report shows 100%.

If the "Master/Contract" project has sub-Level projects:

• If Master/Contract is Completed and Sub-Levels are not, then the report shows the details as is, with no change
• If Master/Contract and sub-levels are set to "Completed", then the report shows 100%, and TCE = To Date Cost along with other validations as above.

New Feature – Bond Functionality on Projects

New fields have been added to the project card under the "Contract, Retention and Bond" fast tab.

Please note that these are for informational purposes only and do not affect any calculations in any process.

New Feature – Hide Quote Templates from Quote List and Add Separate Quote Template Page

The Quote List now separates regular Project Quotes from Quote Templates for easier identification.

• If the "Template" field is set to Yes on a quote, the quote is treated as a Quote Template.

• Quote Templates are not displayed in the regular Quote List.
• To view the templates, select Quote Templates from the Quote List page. This opens a dedicated list displaying all quotes marked as Template = Yes.

• Quotes where Template = No continue to be displayed in the regular Quote List.

Enhancement – Contract-Related Fields under Contract and Retention Fast Tab on the Project Card

The contract related fields highlighted below are now independent of another fast tab's setups on the "ProjectPro UI/UX Setup". Hence always shows the values.

Enhancement – Default Vendor on PMP for Exploded BOM Components

If a Vendor No. is defined on the Item Card, it is now populated as the default vendor for items created during BOM explosion on the Project Material Planning Worksheet through Project Planning Lines.

Additionally, when an item is exploded directly on the Project Planning Lines and its Vendor No. is changed, the updated Vendor No. is carried over to the Project Material Planning Worksheet.

Enhancement – Prevent Quote "Status" Changes After Conversion

The Status field on the Quote card has been made non-editable if it is updated to "Accepted". This is true for all existing and new quotes.

Enhancement – "Update Cost Category Type" Batch for Existing/Historical Planning Lines

A new batch process "Update Cost Category Type – Planning Lines" has been introduced to update the Cost Category Type on existing or historical Planning Lines.

This allows users to update the Cost Category Type for multiple Planning Lines at once, without updating each line individually.

Please note that for updating the project ledger entries, a batch "Updated Cost Category Type" is already in place.

Enhancement – Prepayment Application Message – Amount Display Format

Corrected the decimal place formatting in the message displayed when applying prepayment to a sales invoice.

New Feature – Required Events in Progress Billing for Type Resource

New events related to progress billing for Resource type have been added to the product.

Improvement – Dimensions on Change Order Quote

This ticket is being released again, as it failed in the previous release with build 27.0.14.42879 due to a missing code change from an old ticket, PRJ-999.

Improvement – "Unit of Measure Code" Field on the Project Material Planning Worksheet

The "Unit of Measure Code" field on the Project Material Planning worksheet has been updated as below:

• It is updated directly from the item card, if defined.
• If this is different from the Base UOM value on the PMP worksheet, then the "Base UOM (Qty)" and "Unit Cost" fields will be calculated according to the "Qty. Per" value defined in the Item/Resource Unit of Measure page. The calculation is the same as in base BC on a PO.
  • For example: Base UOM = EA (Qty. per = 1), and UOM = BOX (Qty. per = 10)

PMP Entered Values: Item/Resource, Base UOM=EA, UOM=BOX, Quantity=1, Base UOM (Qty)=1, Unit Cost=100

PMP After Effect Values: Item/Resource, Base UOM=EA, UOM=BOX, Quantity=1, Base UOM (Qty)=10, Unit Cost=1000

• Tooltip: Specifies the Purchase UOM for the Requisition Worksheet and will default on the Purchase Order. This is used for Items and Resources only

Improvement – Remove "Resource (Group)" Obsolete Option as a Type on Project Planning Lines

• Removed the "Resource (Group)" option from the Type field on the Project Planning Lines page.
• Removed the obsolete tooltip related to the "Resource (Group)" option.

• Ensured that users can select only the supported types on the Project Planning Lines page.

Improvement – Remove Obsolete Fields from Project-Related Pages and Setup

Removed the following obsolete fields from the Project Card and Setup:

Project Card

• Forecast Type
• Contract Billed
• Over/Under Billed
• Contract Backlog
• A/R Retention Balance
• A/P Retention Balance

Project Setup

• Prepayment No. Series
• Calc Payable Retention Before Tax
• Default Project Task No.
• Rev. Rec. Default Project Task No.

Improvement – Segment Quote's Billing Lines with Contract Forecast Date

If the contract/billing planning lines are created automatically when converting the quote with Quote Type set to Segment into a project, then they are now updated with the Contract Forecast Date.

Improvement – Use Project Planning Line Entries – Warning Message When Changing Setup

• Updated the Tooltip and Confirmation Message for the Use Project Planning Line Entries field on the Project Card to clearly explain its functionality and impact on G/L Account flow through Progress Billings.

• Removed the Project Graphics/Analytics tab from the Field Management Setup, as it has been moved to ProjectPro UI/UX Setup.

Improvement – Analytics - Enhance Project Actual Cost/Billings, Project Budget/Billable

The views under the Analytics section of the ribbon in the Project Card have been enhanced:

1. Project Actual Cost/Billings -
   1. Values now show commas and have 2 decimal places at the end.
   2. Invoiced Price has been updated to show $0.00 instead of "undefined".

2. Project Budget/Billable -
   1. Adjustments are now shown in the charts for budget or billables.
   2. Billable Price with Included Tax is being pulled from the planning lines.