Product Update 27.0.8.42879 for Microsoft Dynamics 365 Business Central

New Feature – Renaming Projects with Existing Ledger Entries

Allow users to rename the Project No. from the Project Card. When the Project No. is changed, the system must update all related records across the application to maintain data consistency.

• Enabled editing of the Project No. from the Project Card.
• Added a confirmation message before renaming the Project Number.
• Automatically updates the new Project No. across all related documents, ledger entries, reports, and reference records to ensure data consistency.

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

• A new Boolean field, "Separate Line for Payroll", has been added to the Projects Setup.
  • When enabled, the system displays payroll-related data on a separate "Payroll" line. This line includes all data associated with the Labor type cost category, regardless of whether the source is an Item, Resource, or G/L Account.
  • When disabled, payroll data is not displayed separately. Instead, all data is grouped and displayed according to the configured Project Cash Flow Categories.

• The Project Cash Flow list is now sorted with "Active" first.

• The "CF Source-In/Source-Out Sheet Details" has been changed to "Project Cash Flow Captions". Here, the Sheet Code is fixed. The user can change the description as per the company policy.

New Feature – Budgeted and Actual Hours to Include Only Labor Cost Category Type for Project Task Lines

Enhanced the Budgeted Hours calculation on Project Task Lines to include Budget and Both Budget and Billable planning lines.

The batch (searched via global search) used to update historical task lines has been renamed from "Backfill Cost Category Type" to "Update Cost Category Type".

New Feature – Flow Default Resource Skill Class to Project Journal Lines

The Skill Class Code determination has been enhanced by adding the Default Skill Class Code from the Resource Card as the third priority, after Job Resource Cost/Price and Employee Card.

This value is populated automatically only when the first two priority sources do not contain a Skill Class.

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

A new Project Labor Hours by Task report has been introduced to analyze labor hours at the project and project-task level.

The report is available through Global Search and provides a task-level view of labor effort across projects.

New Feature – Modify "Locked Project Planning Lines" through User Setup

The "Allow Updates to Orig. Planning" Boolean field (used to allow modifying the locked planning lines) in Projects Setup has been marked as obsolete and is no longer in use.

This setting has been moved from a company-wide configuration to a user-specific setting.

A new Boolean field, "Modify Locked Planning Lines," has been introduced to User Setup. Users with this permission enabled can modify locked planning lines.

New Feature – Project Manager and Salesperson Dimension Flow on Project Card

Project Card

During Project creation, when a Salesperson Code is selected on the Project Card, the corresponding dimensions are automatically populated to the Project Card.

Project Task Lines

When the Manager is assigned or changed on the Project Task, only the PM-related dimension is automatically updated based on the selected Manager's card.

Enhancement – Voiding a Credit Memo in Progress Billing

A confirmation message has been added to guide users when voiding a Credit Memo Requisition, recommending the creation of a Manual Sales Invoice using the Copy Document functionality.

Enhancement – Edit in Excel with Progress Billing and Subcontract List Pages

The special characters in the different fields on Progress Billings and Subcontracts list pages have been removed in order to work with Edit in Excel.

Enhancement – Use Project Manager for Purchase Documents

The existing Project Manager field on the Purchase Document Header has been renamed to Manager, and a new Project Manager field has been added.

This ensures correct mapping of Manager and Project Manager values from the Project Card and improves data clarity.

New Feature – Project Setup to Define the Forecasting Level upon Project Creation

A new setting, "Default Forecasting Setup for Master Project," has been added to the Projects Setup. By default, this field is blank. Users can select either "Forecast to Include Sub Level" or "Perform Forecast on Sub Project" from the available options.

The selected option is automatically applied as the default forecasting setup for newly created Master Projects.

New Feature – Copy Assembly BOM with Build Takeoff

The existing copy options, "Copy All Information" and "Assembly BOM Components", have been enhanced to also copy Build Takeoff items and their associated details from an existing Build Takeoff to the current Build Takeoff, thereby reducing manual effort and ensuring data consistency.

New Feature – Enhance Project Prepayment Process

• A separate section for Prepayment has been added to the Project card's ribbon, showing all related action buttons under a single area.

• A confirmation message is now displayed before posting a Prepayment Invoice or Prepayment Credit Memo.
• The prepayment process is now controlled through User Setup. Only users with the required permission can perform prepayment-related actions.

• The Prepayment Due Date can now be set to any valid date. Previously, it was required to match the Work Date.
• The system now prevents posting a Prepayment Credit Memo if no corresponding Prepayment Invoice exists.

New Feature – Copy Item Image to Build Takeoff

The Build Takeoff card now has an option to show an image in the fact box. The image gets copied from the item card and can be managed from the build takeoff screen as well.

New Feature – Warning Message for Manual Application of Normal to Retention (or vice versa) on CLE

When a "Normal" retention ledger code entry is applied to a "Retention" ledger code entry (codes according to their respective setups), or vice versa, from the customer ledger entries using the "Apply Entries" function, the system now displays a warning message.

The warning message appears when either "Set Applies-to ID" or "Post Application" is selected, whichever is possible.

Enhancement – Apply Option on "Assign Project CF Category" Function on Project Planning Lines and Task Lines

The "Apply Project CF Category" function on the project planning lines and project task lines has been enhanced to have an "Apply" option on the page rather than just closing the page. This gives you the option to opt out of the page or exit the page without applying the category if not required.

Improvement – Dimensions on Change Order Quote

This work item is a duplicate of ADO 1788 and has been included in this release to maintain functional consistency.

Manually added Task Lines on Project Quotes now inherit dimensions from the Project Card instead of the Customer Card.

Improvement – Progress Billing Link Code on Project Quote

A new Suggest Billing by Link Code field has been added to the Quote Card. The field defaults from the Projects Setup and is carried forward to the Project Card during Quote Conversion and Project creation.

When enabled, Contract Lines are created based on the Progress Billing Link Code assigned to the Project Planning Lines.

Note: If Segments are assigned to the Project Planning Lines, the system considers both the Segment and the Progress Billing Link Code when creating Contract Lines.

Improvement – UI Enhancements – Captions, Tooltips, and Field Corrections

• The obsolete fields Linked Resource (Obsolete) and Labor Hours per Qty. (Obsolete) have been removed from the Item Card.
• Additionally, spelling corrections have been made to the A/P Retention Calc. Method on the Projects Setup under the Retention fast tab.
• Detailed descriptions have been added for the A/R Retention Calculation options on the Projects Setup under the Retention fast tab.
• Open Backlog Batch action has been added to the Project List page.