Product Update 24.0.9.20409 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-303	New Feature	Job Quoting adding Build Assembly Take-Off Items	Project Quoting
PE-334	New Feature	Disable Rev. Rec. Summary Details upon PFW Manual Posting	Revenue Recognition
PE-428	Enhancement	ProjectPro Role Centers - Caption Change from Job to Project (BC and PP V24)	ProjectPro Basics
PE-438	Enhancement	Unit Cost Production Report and Job Production Report	Reports
PE-439	Enhancement	No. Series - Error for More than 10 Chars on Renaming "Code" Field	ProjectPro Basics
PE-442	Enhancement	Act. vs Bud. Reports Enhancement - Phase 2	Reports
PE-454	Enhancement	Act. vs Bud. Reports Enhancement - Phase 3	Reports
PE-469	New Feature	Ability to Update Payment Term Code on Posted Purchase Document	ProjectPro Basics
PE-471	Enhancement	Allow More than 100% "POC Method Value" for POC Methods "Markup%" and "Gross Margin"	Revenue Recognition
PE-474	Enhancement	Budget vs Actual Cost by Task Report - Show Item's Descriptions when Printing with Detail	Reports
PE-479	Enhancement	Obsolete Entry Types on Project Ledger Entries and Project Journal	ProjectPro Basics
PE-483	Enhancement	Projects Setup - Restricted Sales Invoice No. Series selection via Progress Billing	Progress Billing
PE-484	Enhancement	ProjectPro Manager Role Center Cleanup to Show Important Features Only	ProjectPro Basics
PE-486	Enhancement	Crew Resource Time Sheet Report - Sort on Work Date	Crew Time Sheet
PE-488	Improvement	Commitment Report - Fields % Paid and Payment Progress	Subcontract
PE-495	Enhancement	Crew Time Sheet Report - Change Sorting to "Work Date" from "Work Type"	Crew Time Sheet
PE-498	Enhancement	ProjectPro Field Manager Role Center - Remove Cost Category by Code	ProjectPro Basics
PE-504	Enhancement	ProjectPro and MEM Compatibility for Purchase Credit Memo	Third Party ISV
PE-509	Enhancement	Allow "Service" Type Items into Requisition Worksheet from PMP	Project Material Planning
PRJCTPR-442	Improvement	Aged Accounts Receivable by Project Report - Retention Calculation	Reports
PRJCTPR-455	Improvement	PFW- "New Total Units Complete" field is Non-Editable on Cloud; Mismatch of "Forecast Variance" value when "New Total Percent Complete" is set to 100%	Project Forecast
PRJCTPR-457	Improvement	Update/Flow "Draw No." in Customer Ledger Entries	ProjectPro Basics
PRJCTPR-467	Hot Fix	Copy Quote - Sell-to Customer Carry Over to Original Quote	Project Quoting
PRJCTPR-469	Enhancement	"Tax Amount" on PO Statistics with Foreign Currency and Retention	Account Payables
PRJCTPR-474	Enhancement	Increase Character Length for "Cust. PO No." field on Project Card	ProjectPro Basics

Release Note Details

New Feature - Job Quoting adding Build Assembly Takeoff Items

The “Build Takeoff” option has been added to the item card’s ribbon under home section. Clicking on it opens the Build Takeoff list/page, allowing users to create an Assembly BOM for a single UOM based on the overall project estimation.

New Feature - Disable Rev. Rec. Summary Details upon JFW Manual Posting

A new setup has been added to the Projects Setup under Revenue Recognition fast tab as “Disable Rev. Rec. Summary Details”. This setup allows you to disable the auto creation of revenue recognition summary details when a project forecast worksheet is posted manually.

Enhancement - ProjectPro Role Centers - 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.

This ticket focuses on the modifications made to the Role Center page as below.

Enhancement - Unit Cost Production Report (14021485) and Job Production Report (14021159)

1. The “Unit Cost Production” report (14021485) has been enhanced to show details Project Cost Category wise with new updated formulas focused on work units.



2. The “Job Production” report (14021159) has been put on obsolete and is removed from search/action buttons as this report is no longer in use.

Enhancement - No. Series - Error for More than 10 Characters on Renaming "Code" Field

On the No. Series page, users were previously able to create code with more than 10 characters, but if they attempted to change the code, the system displayed an error stating that changes were not allowed. This issue has now been resolved. Users can now create code with more than 10 characters and modify them as needed without encountering any errors.

Enhancement-Act. vs Bud. Reports Enhancement - Phase 2, 3

All Actual vs Budget reports has now enhanced formatting, correct formulae, and the captions changed for below:

1. Job to Project
2. APO to Task

New Feature - Ability to Update Payment Term Code on Posted Purchase Document

The “Payment Term Code” on the Posted Purchase document is updated based on the “Default Draw Payment Term Code” field from the Projects Setup when Draw No. is updated. If the Draw No. field value is cleared/removed/set to blank, then the “Payment Terms Code” is updated based on the Vendor card.

Enhancement- Allow More than 100% "POC Method Value" for POC Methods "Markup%" and "Gross Margin"

For POC Methods “Markup%” and “Gross Margin” the % bracket has been Expanded, allowing values greater than 100%.

Enhancement - Budget vs Actual Cost by Task Report - Show Item's Descriptions when Printing with Detail.

The “Budget vs Actual Cost by Task” report has been enhanced to show descriptions for Item, Resource and G/L Account when “Show Details” is enabled on the report request page.

Enhancement - Obsolete Entry Types on Project Ledger Entries and Project Journal.

The additional entry types, namely Payment, Release, and Earn, for a project has been put on obsolete in “Project Ledger Entries” and “Project Journal”. Any process that creates the project ledger entries with the now obsolete entry types has also been stopped for future transactions.

Additionally, the fields “Project No.” and “Project Task No.” are made non-editable from the “Payment Journal” and “Cash Receipt Journal”.

Enhancement - Projects Setup - Restricted Sales Invoice No. Series selection via Progress Billing.

In case of Sales Invoice:

1. A no. series must be selected in the Sales & Receivables Setup. However, priority will be given to the no. series selected in the Projects Setup on Numbering fast tab under Progress Billing section.

In the case of a Posted Sales Invoice:

1. The no. series selected on the Projects Setup is taken on priority than the one defined on the Sales & Receivables Setup.

Enhancement - ProjectPro Manager Role Center Cleanup to Show Important Features Only

The ProjectPro Manager Role Centre has been streamlined by removing functions that are not used by a Project Manager.

Before:

After:

Enhancement - Crew Resource Time Sheet Report - Sort on Work Date

The “Resource Crew Time Sheet” report has been added to the Crew Time Sheet page, with the same Crew Time Sheet No. filter applied. The sorting order is Resource No. à Work Date à Crew Time Sheet No. à Job No.

Improvement- Commitment Report - Fields “% Paid” and “Payment Progress”

The Commitment report is now enhanced to show correct values for columns "% Paid” and "Payment Progress".

Enhancement- Crew Time Sheet Report - Change Sorting to "Work Date" from "Work Type"

On the Crew Time Sheet page, the “Crew Time Sheet” report’s sorting is now solely based on the “Work Date”.

Enhancement - ProjectPro Field Manager Role Center - Remove Cost Category by Code

The “Cost Category by Code” action button has been removed from the Field Manager role center.

Enhancement – ProjectPro and MEM Compatibility for Purchase Credit Memo

If the “Auto Apply PCM After Posting” option in the Purchase & Payables Setup is enabled, then the base fields (“Applies-to Doc. Type” and “Applies-to Doc. No.”) along with the PP fields (“ProjectPro Applies Doc. Type” and “ProjectPro Applies-to Doc. No.”) on the purchase and posted purchase credit memo are updated. Additionally, the vendor ledger entries are closed with remaining balance 0 for the retention ledger codes (both normal and retention).

Enhancement - Allow "Service" Type Items into the Requisition Worksheet from PMP

The items with Type=Service are now allowed to be purchased via Requisition Worksheet when generated from Project Material Planning worksheet.

For this, an existing Projects Setup has been enhanced and moved to the Project Material Planning fast tab, see below highlighted.

Earlier, this was used for only “Non-Inventory” type of items, now it works for “Service” type of items too.

Improvement - Aged Accounts Receivable by Project Report - Retention Calculation

Retention Calculation has been corrected for Aged Account Receivable by Project report. Now you will see two lines for an invoice entry, one for Normal customer ledger and another for Retention customer ledger.

Improvement- The "New Total Units Complete" field is Non-Editable on Cloud; Mismatch of the "Forecast Variance" value when "New Total Percent Complete" is set to 100%

1. The "New Total Units Complete" field is now editable in the Cloud environment.
2. When the "New Total Percent Complete" is set to 100% and the "Forecast to Include Sub-Level" option on the project card is enabled, the "Forecasted Variance" field now displays the correct value.
3. If the “Forecast Method” is not equal to the “Project Forecast by Task Code”, then the project forecast worksheet now opens from the projects list.

Improvement – Update/Flow "Draw No." in Customer Ledger Entries.

The “Draw No.” field on the customer ledger entries is updated when a blank value is replaced with any value on the posted sales document.

Hot Fix - Copy Quote - Sell-to Customer Carry Over to Original Quote

Now, if the customer is changed while copying a quote, the original quote/project will remain unaffected and will not be updated.

Enhancement- "Tax Amount" on PO Statistics with Foreign Currency and Retention

On the Purchase Order Statistics page, the “Tax Amount” was calculated correctly for local vendors, but it was incorrect when using a foreign vendor. This issue has been resolved, and now the “Tax Amount” field will display the correct value for both local and foreign vendor.

Enhancement- Increase Character Length for "Cust. PO No." field on Project Card

The character limit for the “Cust. PO No.” field on the project card under the General fast tab has been increased to 35. This updated value is reflected across all related pages.