This update replaces previously released updates. You should always install the latest update.
Updates are intended for new and existing customers who are running ProjectPro with Microsoft Dynamics 365 Business Central.
We recommend that you contact your ProjectPro Partner before you install update. It is important to verify that your environment is compatible with the updates that will be installed. A update may cause interoperability with customizations and third-party products that work together with your ProjectPro solution.
New Releases in this Update
|Update ID||Type||Title||Functional Area|
Adjustment of all Fields on different Pages in ProjectPro by removing the extra fields and also by arranging them in Chronological Order
Creating Tool Tips for all PP fields on Job Setup Page
Addition of New Custom Layout Report
Introduction of New Level to the APO Family – Section
Sales invoice “Posting Date” is populated from Progress Billing “Period To”
Grouping of Progress Billing Lines based on Revenue Category on Progress Billing
Release Note Details
Enhancement - Adjustment of all Fields on different Pages in ProjectPro by removing the extra fields and also by arranging them in Chronological Order
Reduced the fields from following mentioned pages to make the pages user friendly. Also, the fields have been aligned in chronological orders.
- Job Task Lines
- Job Planning Lines
- Job Planning Lines (Editable)
- Job Material Planning Lines
- Purchase Quote Lines
- Purchase Order Lines
- Purchase Invoice Lines
Enhancement - Creating Tool Tips for all ProjectPro fields on Job Setup Page
Provided the Tooltip to all the ProjectPro fields available in Job Setup, now users get to know what the purpose of various fields is available in Job Setup page.
Rest of the ProjectPro pages soon to be updated in upcoming updates of ProjectPro.
Enhancement - Addition of New Custom Layout Report
Four new reports have been added in the custom reports area of Subcontract card. Being a custom word layout reports, benefit of these reports are, users can also modify these following reports based on their business requirements.
- Request for Change order
- Request for Insurance
- Change order to the Owner
- Subcontract Change order
Enhancement – Introduction of New Level to the APO Family – Section
A new level is added to the current APO Structure: Sections
This new level is created under the operation level
|Level - 1||Activities|
|Level - 2||Processes|
|Level - 3||Operations|
|Level - 4||Sections|
So, if user want to add fourth level to the Job Task No. then yes, they will be able to achieve the same by just creating it.
One of the APO structure report; Variance Report, has also been updated with this new change.
Note: - Other reports related to APO cost structure will be updated in the subsequent new updates.
Feature change - Sales invoice “Posting Date” is populated from Progress Billing “Period To”
Posting Date on Sales Invoice is not matching with either the "Requisition Date" or the "Period To" date on Progress Billing. Previously system was picking the working date of the sale invoice generated from Progress Billing requisition page.
Now system is picking the “Period To” date as an “Posting Date” on Sales Invoice created from Progress Billing.
Enhancement – Grouping of Progress Billing Lines based on Revenue Category on Progress Billing
Now users can get the Progress invoice based on the grouping of Revenue category. This is also applicable for G702 reports as well.
Post the creation of sales invoice from progress billing, users can also draft/post the sales invoices based on the revenue categories.
|Update ID||Type||Title||Functional Area|
Wrong Tax calculation in Sales Invoice with different currency
Currency Code is not updating when Customer Card is updated on Job Card
Values on Actual Cost/Billings fast tab on Job Card not matching with Committed Cost Detail Report
Adding Field "Mark Up %" in Job G/L Account Cost/Price Page
Error giving while running the report Job Gross Profit when activating the “Use Values from WIP”
“Index Out of Bound” on Job Material Planning while running PP_Calculate Plan on Requisition Worksheet
Job Material Planning
Dimensions not carrying over from Subcontract Card to Subcontract Purchase Order
Release Note Details
Hot-Fix - Wrong Tax calculation in Sales Invoice with different currency
System was not calculating the Tax Properly in case where there is a different Currency defined on the Customer Card.
It has been fixed now.
Hotfix - Currency Code is not updating when Customer Card is updated on Job card
When customer is updated on Job card from Customer with Local Currency to Foreign Currency or We change the Currency on Customer Card and update the same Customer on Job Card again, then Currency code is not updated on the job card, it will remain the previous one and there is no option to change the Currency on Job Card as that field was un-editable.
Hotfix – Values on Actual Cost/Billings fast tab on Job Card not matching with Committed Cost Detail Report
Previously Purchase invoice lines were also coming in this Committed cost detail report. Removal of these lines will get the actual visualization of the committed cost lines which are only a Purchase order lines.
Hotfix – Adding Field "Mark Up %" in Job G/L Account Cost/Price Page
Previously in case of online version of ProjectPro with Business Central, in Job G/L Account Cost/Price page system was not showing the Field “Mark Up %”.
It has been resolved now.
Hotfix – While running the report Job Gross Profit when activating the “Use Values from WIP” Resolved
Updated the “ The Amt. Recognized Field in the Job table must be a flow field” comes while activating the “ Use Values from WIP” on Report- Job Gross Profit
This is fixed.
Report ID – 14021177
Report Name – Jobs Gross Profit
Hotfix – Job Material Planning while running PP_Calculate Plan on Requisition Worksheet Updated
If Dimension on Job Card are not defined on General Ledger Setup as a Shortcut Dimensions, then while running PP_Calculate Plan on Requisition Worksheet system was resolved “Index Out of Bound”
This is fixed
Hotfix - Dimensions not carrying over from Subcontract Card to Subcontract Purchase Order
While defining the Dimension on Job Card, system carry forward the same dimensions to attached Subcontract card, but it was not carrying over the same Dimensions to the Subcontract Purchase Order.
Now system is carrying the Dimension from
Job Card → Sub-Contract → Sub-Contract Purchase Order