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  • Product Update 23.0.3.14966 for Microsoft Dynamics 365 Business Central

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New Releases in this Update

Update ID Type Title Functional Area
PE-191 Enhancement

JFW Changes and Enhancement

Job Forecast Worksheet

PE-200 Enhancement

New feature as Pay When Paid is introduced

ProjectPro Basics

PE-221 Enhancement

New "Quote Unit Analysis" - Analytics on Job Quote

Job Quote

PE-222 Task

Enhanced format for "Actual vs Budget Cost by Task" report.

Reports

PE-243 Enhancement

UOM on Job Material Planning line to update from Item card’s UOM.

ProjectPro Basics

PE-246 Task

"Sub-Levels Numbering Format" for sub-level job’s extension no. via the Jobs Setup.

ProjectPro Basics

PE-252 Enhancement

Enhanced the Job Daily Log to create new Purchase Orders.

ProjectPro Basics

PE-253 Enhancement

Job Daily Log - Add the Ability to enter and post the Work Units Completed

ProjectPro Basics

PE-260 Enhancement

New "Multiple Jobs on Lines" on Purchase Documents.

Purchase Orders

PE-262 Enhancement

JFW - "View Open Tasks Only" option to have 2 new columns as "Amt Rcd. Not Invoiced" and "Outstanding Orders".

Job Forecast Worksheet

PE-265 Enhancement

New Corrective Sales Credit Memo for Posted Sales Invoices with Retention.

Sales Credit Memo

PE-266 Enhancement

JFW: Enhanced Projections List and Get Projections

Job Forecast Worksheet

PE-272 Enhancement

Enable to Change POC Method on Job with posted revenue recognition entries.

ProjectPro Basics

PE-273 Task

Editable Dimensions on Job Planning Lines.

ProjectPro Basics

PE-275 Enhancement

New Tooltips added for Progress Billing Reports and Generate General Journal Rev Rec Report for Over/Under Billing

ProjectPro Basics

PRJCTPR-239 Task

The "Job Quote Estimation" report now handles Assembly Item BOM as well.

Reports

PRJCTPR-300 Hot Fix

Fixed PO Quantity Staged issue on Job Material Planning Worksheet.

ProjectPro Basics

PRJCTPR-309 Task

Expanded G/L account on Job Material Planning Worksheet

ProjectPro Basics

PRJCTPR-316 Enhancement

Addition of "User Task Category" List on Field Management Setup.

ProjectPro Basics

PRJCTPR-318 Task

Issue for Retention Reduction on progress payment page.

ProjectPro Basics

PRJCTPR-329 Hot Fix

JFW: "Estimated Cost to Complete" reset after drilling into Outstanding Orders or exporting to Excel.

Job Forecast Worksheet

PRJCTPR-332 Task

Status Correction for Subcontract Change Request.

ProjectPro Basics



Release Note Details

PE-191

Enhancement- JFW Changes and Enhancement

  • "Task Manager Comments" column has been introduced on the job forecast worksheet. These will get updated in the "Previous Manager Comments" column when the forecast is posted. Release March v1 image 01

  • "Manager Comments" at the bottom of the job forecast worksheet now gets updated with the last comment added to the PM Comments (available on the ribbon) based on the As of Date Filter applied. This is unrelated to the posting of the forecast and will be updated anyway. Release March v1 image 02

  • The "New Total Units Complete" value now updates the Estimated Cost to Complete and Forecasted Completed Cost values also.
  • Obsolete and hidden columns "Bill Date", "Bill Percent", "PO Expected Receipt Cost" along with the function "Calc Expected Receipt Costs".
  • "Budgeted Cost on Projection" field on Jobs Setup is moved from Job Forecast Worksheet fast tab to General fast tab.

PE-200

Enhancement- New feature as "Pay When Paid" is introduced.

  • A field is created on job card under the "Invoicing and Shipping" fast tab named "Pay When Paid" for defining the Term code. Release March v1 image 03

  • A batch is created as "Update Due Dates – Pay When Paid" for updating the "VLE Due Dates" based on the date of the payment from the customer for draw no. it will add the defining "Pay When Paid Term" period. Release March v1 image 04

    Release March v1 image 05

    Release March v1 image 06

  • As VLE due date will update "Pay When Paid" on CLE and VLE page will be enabled for those entries. Release March v1 image 07

  • The "Closed Date" field is added on the Draw Page that will define the closing date of a particular draw no. and batch will not run for closed Draw. Release March v1 image 08

PE-221

Enhancement- New "Quote Unit Analysis" - Analytics on Job Quote

"Total Units" and "Unit of Measure" fields are added to the Quote Card in the "General" Fast tab.

Release March v1 image 09

The Quote Unit Analysis under Analytics ribbon on Quote Ribbon is added and that will show the below details for Job planning page based on Cost Categories.

Release March v1 image 10

Here, the Total Units and Units of Measure is defined as the Quote Units on the top. Based on this, the Cost Per Unit gets calculated.

PE-222

Enhancement- Enhanced format for "Actual vs Budget Cost by Task" report.

The "Actual vs Budget Cost by Task" report has a new enhanced format.

Release March v1 image 11

PE-243

Enhancement- UOM on Job Material Planning line to update from Item card’s UOM.

When the user selects an item on the JMP worksheet it pulls the UOM field from the item card.

Release March v1 image 12

Release March v1 image 13

PE-246

Task- "Sub-Levels Numbering Format" for sub-level job’s extension no. via the Jobs Setup.

A new setup has been added as "Sub Levels Numbering Format" on the Job setup under the Lines fast tab. You can either enter "1" or "01". By default, it is set to "001".

For example, if master job is J00200, entering "1" means the sub level no. will be J00200.1, while entering "01" means the sub level no. will be J00200.01 & if it is left blank, then the no. will be J00200.001.

Release March v1 image 14

PE-252

Enhancement- Enhanced the Job Daily Log to create new Purchase Orders.

Purchase orders can now be created directly from the Job Daily Log card.

Release March v1 image 15

PE-253

Enhancement- Job Daily Log - Add the Ability to enter and post the Work Units Completed

Work Units now flow from the Job Planning Lines and can be recorded and posted through the Job Daily Log. You can also see what is budgeted and what was previously posted.

A new action button has been created to "Submit the Work Units" which will directly take you to the Job Journal page.

Release March v1 image 16

PE-260

Enhancement- New "Multiple Jobs on Lines" on Purchase Documents.

A new Boolean has been added as "Multiple Jobs on Lines" on purchase documents such as Purchase Order, Purchase Invoice, Purchase Return Order, and Purchase Credit Memo to create a single document for multiple Jobs without removing the Job No. from the header.

Release March v1 image 17

PE-262

Enhancement- JFW - "View Open Tasks Only" option to have 2 new columns as "Amt Rcd. Not Invoiced" and "Outstanding Orders".

On the job forecast worksheet, two columns "Amt Rcd. Not Invoiced" and "Outstanding Orders" are also added to the filtering criteria for "View Open Tasks Only."

Release March v1 image 18

PE-265

Enhancement- New Corrective Sales Credit Memo for Posted Sales Invoices with Retention.

A new function has been created as "Create Corrective Credit Memo with Retention" on the posted sales invoice. This will allow user to create a credit memo for the invoices that includes retention but are not created via progress billing.

Release March v1 image 19

PE-266

Enhancement- JFW: Enhanced Projections List and Get Projections

  • "As of Date Filter" will be picked on the Get Projections report instead of "Next Bill Date".
  • The tooltips have been updated as below:
    • Projection List: View or add the projected percentage of a task for the current or future months based on the PM's best expectations.
    • Get Projections: This will update the "New Total Percent Complete" value for a selected task based on the date filter applied and the percentage defined in the Projection List. This does not complete the calculation but is only suggested values that requires to be updated manually to have the required values calculated.

PE-272

Enhancement- Enable to Change POC Method on Job with posted revenue recognition entries.

If the jobs setup "Enable to Change POC Method" on revenue recognition fast tab is set to True, then you are allowed to change the POC Method on the job card even if it has posted the Rev. Rec. entries.

Release March v1 image 20

PE-273

Task- Editable Dimensions on Job Planning Lines.

New setup added on the jobs setup to allow editing of dimensions on the job planning lines. Please note that the flow of the dimensions from the job planning lines can be implemented using the dependency apps as per requirement.

Release March v1 image 21

PE-275

Enhancement- New Tooltips added for Progress Billing Reports and Generate General Journal Rev Rec Report for Over/Under Billing

Tooltips updated for the

  • Reports on the Progress Billing page
  • Over/Under Billing Boolean on Generate General Journal batch on revenue recognition summary details page.

PRJCTPR-239

Task – The "Job Quote Estimation" report now handles Assembly Item BOM as well.

Release March v1 image 22

PRJCTPR-300

Hot Fix- Fixed PO Quantity Staged issue on Job Material Planning Worksheet.

When the user runs the Delivery Ticket Report on JMP with Post Boolean on then the PO Qty. Staged also updates.

Release March v1 image 23

Release March v1 image 24

PRJCTPR-309

Task- Expanded G/L Account on Job Material Planning Worksheet

G/L Accounts can be added to the Job Material Planning Worksheet by enabling "Expanded Job Material Planning Worksheet" on Jobs Setup.

Release March v1 image 25

Release March v1 image 26

PRJCTPR-316

Enhancement- Addition of "User Task Category" List on Field Management Setup.

The "User Task Category" action button has been added to the Field Management setup under action on the ribbon.

Release March v1 image 27

PRJCTPR-318

Task- Issue for Retention Reduction on progress payment page.

If the user reduces the "Retention %" on the "Progress Payment" page, then the "Purchase Retention Document" is created with the Reduced Retention Amount and the "Progress Payment" report also shows the correct value.

Release March v1 image 28

Release March v1 image 29

Release March v1 image 30

Release March v1 image 31

PRJCTPR-329

Hot Fix- JFW: "Estimated Cost to Complete" reset after drilling into Outstanding Orders or exporting to Excel.

The "Estimated Cost to Complete" value will now stay after moving the cursor to any other line or performing any action/process.

PRJCTPR-332

Task- Status Correction for Subcontract Change Request.

The Status of Subcontract Change Request has been set to Planning and a non-editable field.

Release March v1 image 32

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