Product Update 18.0.1.24945 for Microsoft Dynamics 365 Business Central

Overview

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.

Important

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
PRJ-492	Enhancement	Adjustment of all Fields on different Pages in ProjectPro by removing the extra fields and also by arranging them in Chronological Order	ProjectPro Basic
PRJ-639	Enhancement	Creating Tool Tips for all PP fields on Job Setup Page	ProjectPro Basic
PRJ-676	Enhancement	Addition of New Custom Layout Report	ProjectPro Basic
PRJ-688	Enhancement	Introduction of New Level to the APO Family – Section	ProjectPro Basic
PRJ-699	Feature changes	Sales invoice “Posting Date” is populated from Progress Billing “Period To”	Progress Billing
PRJ-702	Enhancement	Grouping of Progress Billing Lines based on Revenue Category on Progress Billing	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

Levels	Types
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.