Product Update 23.0.1.14966 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-174	Enhancement	Changes to the TCE (Total Cost Estimate) field on for line type "Finance" will lead to revised calculation.	Revenue Recognition
PE-177	Enhancement	A new functionality has been added as Transfer of Subcontract Change Request.	Subcontract
PE-211	Enhancement	A new Role Center has been added as “Field Manager”.	ProjectPro Basics
PE-215	Enhancement	ProjectPro Reports Format to Word Layout- Phase 1	Reports
PE-247	Enhancement	Labor to G/L process enhancement	ProjectPro Basics
PE-249	Task	“Revenue Category Code” now allowed for Budget Planning Lines as well.	ProjectPro Basics
PRJCTPR-215	Enhancement	Automate Document No. while opening General Journal through Revenue Recognition.	ProjectPro Basics
PRJCTPR-270	Task	ProjectPro Manager – Role Center – Activities for Job User Task "Change Colors"	ProjectPro Basics
PRJCTPR-279	Task	Purchase Retention Invoice line now copies the GPPG.	Purchase Invoice
PRJCTPR-286	Task	Created Validation on Requisition Date filter for Progress Payment.	ProjectPro Basics
PRJCTPR-289	Enhancement	Creating Change Orders and Sub Jobs with “Include Sub Level Job” set to True	ProjectPro Basics
PRJCTPR-290	Task	Job Material Planning – Requisition Worksheet – Permission error	Job Material Planning
PRJCTPR-292	Task	Fixed Progress Payment Statistics page.	ProjectPro Basics
PRJCTPR-293	Task	Fixed Copy Comments and Cost Budget functions on Progress Payment page.	ProjectPro Basics
PRJCTPR-294	Task	PO with Retention – once billed to completion, closes with retention balance remaining	Purchase Order
PRJCTPR-296	Hot Fix	Job Task No. assigned to the Assembly Item on PO now gets carries over to BOM component lines as well when used “Explode BOM” function.	Purchase Order
PRJCTPR-297	Task	Dimensions flow on Revenue Recognition through “Revenue Recognition Report/Batch”	Revenue Recognition
PRJCTPR-299	Task	General Product Posting Group on Sales Invoice will flow from G/L/Item/Resource card, in case it is neither defined on Jobs Setup nor Job card.	Sales Invoice
PRJCTPR-302	Task	Enhanced format for “Commitment Report”	Reports
PRJCTPR-303	Task	Validation on Purchase Retention Document to choose only Type as "Ledger".	Purchase Invoice
PRJCTPR-304	Task	Validation on Sales Retention Document to choose only Type as "Ledger".	Sales Invoice
PRJCTPR-306	Hot Fix	Credit Memo to be created against the sales invoice when the related requisition is voided.	Progress Billing
PRJCTPR-311	Task	Dimension flow on documents - Code Mandatory on master card.	ProjectPro Basics
PRJCTPR-312	Task	Non-Posting of Sales Credit Memo – Code Clash with MEM	ProjectPro Integration
PRJCTPR-313	Hot Fix	Fixed “Export to Excel” feature on “Aged AP with Retention by Job”	Reports

Release Note Details

Enhancement- Changes to the TCE (Total Cost Estimate) field on for line type "Finance" will lead to revised calculation.

TCE can be overridden on the Revenue Recognition Summary page. To override TCE check the Boolean on the lines, and it will create a new entry with the type “Finance” and the “TCE Overridden” Boolean will automatically be true. Run the “Calculate Revenue Recognition” batch after changing the TCE. This will calculate the new values for all the fields. This can only be done if the POC method on Job is either set to “Job Forecast” or “Budget to Actual Cost”.

Enhancement- A new functionality has been added as Transfer of Subcontract Change Request.

A new functionality has been added to the Subcontract for the creation of a Subcontract Change Request.

Enhancement- A new Role Center has been added as “Field Manager”.

A new Role Center has been added as “Field Manager”.

Enhancement – ProjectPro Reports Format to Word Layout- Phase 1

“Progress Billing with Units” report, “Daily Field Report” and “Task Quote/Proposal” reports are available in Word Layout under “Report Layouts”.

Enhancement- Labor to G/L Process Enhancement

The process to post job labor entries to the G/L entries has been enhanced, where new setups have been added to create and post entries dynamically.

Task- “Revenue Category Code” now allowed for Budget Planning Lines as well.

A new setup has been added to the Jobs Setup where you can allow the system to select “Revenue Category Code” on Billable Job Planning Lines as well.

Enhancement – Automate Document No. while opening General Journal through Revenue Recognition.

While creating the general journal for Revenue Recognition Summary Details the Document No. field is now updated from the No. Series defined on batch.

Task- ProjectPro Manager – Role Center – Activities for Job User Task "Change Colors".

4 new cues have been added on the Role Center under Job User Tasks and 1 under Overdue Job User Tasks which changes its color to Red, Amber, and Green when the user task is due in 3 days, due in 7 days, and due in more than 7 days respectively.

Task- Purchase Retention invoice line now copies the GPPG.

The GPPG from the “Retention Payable Account” defined on the “Vendor Posting Groups” will now flow to the Purchase Retention Invoice.

^Note: It is mandatory to define GPPG on the account selected on the Retention Payable Account defined on the Vendor Posting Setup.

Task- Created validation on Requisition Date filter for Progress Payment.

Enhancement- Creating Change Orders and Sub Jobs with “Include Sub Level Job” set to True.

The Job Task Lines will have complete information when Change Orders or Sub-Jobs from a job with “Include Sub Level Job” set to True.

Task- Job Material Planning – Requisition Worksheet – Permission error.

When the user opens the Requisition Worksheet through JMP and if the user does not have the Super Permission and User Setup editable permission, the user can run the process without the below error.

Task- Fixed Progress Payment Statistics Page.

Task- Fixed Copy Comments and Cost Budget Buttons on Progress Payment Page.

Task- PO with Retention – once billed to completion, closes with retention balance remaining.

Once a PO line has been billed to 100%, the user can create the next requisition if there is retention remaining on it.

Users are now able to create the retention Invoice for the PO once the line is billed and the PO is closed.

Hot Fix- Job Task No. assigned to the Assembly Item on PO now gets carries over to BOM component lines as well when used “Explode BOM” function.

Task- Dimensions flow on Revenue Recognition through “Revenue Recognition Report/Batch”.

Dimensions will now flow on Revenue Recognition through “Revenue Recognition Report/Batch” and then to General Journal.

Task- General Product Posting Group on Sales Invoice will flow from G/L/Item/Resource Card, in case it is neither defined on Job Setup nor Job Card.

Task- Enhanced format for “Commitment Report”.

Fixed the following: -

1. Removed the Underline and moved up the report title to white space above.
Now page 2 or 3 also has the header at the top of each page.
The Job No. selected is now visible at the top with Filter selections.
Added “Include Sub-Levels” as an option.

Task- Validation on Purchase Retention Document to choose only Type as "Ledger".

Users will only be allowed to choose the type “Ledger” on the lines on the Purchase Retention Document. Also, if the type is “Ledger” and No. is Retention, then the “Retention Document” Boolean cannot be turned off.

Task- Validation on Sales Retention Document to choose only Type as "Ledger".

Users will only be allowed to choose the type “Ledger” on the lines on the Sales Retention Document. Also, if the type is “Ledger” and No. is Retention, then the “Retention Document” Boolean cannot be turned off.

Hot Fix- Credit Memo to be created against the sales invoice when the related requisition is voided.

A Credit Memo is now being created against the sales invoice created through Progress Billing when we void the requisition.

Task- Dimension issue on documents – Code Mandatory on master card.

Create a Purchase document with a blank Job No. in the header and take the expense G/L Account with Code Mandatory dimensions. As Job No. is selected, the document is created without any error.

Task- Non-Posting of Sales Credit Memo – Code Clash with MEM

“Aged AP with Retention by Job” report can now be exported to Excel without error.