New Releases in this Update
| Update ID | Type | Title | Functional Area |
|---|---|---|---|
| PE-06 | Enhancement | BC-CRM Opportunities integration with ProjectPro |
Job Quote |
| PE-62 | Task | Warning message applied when the Item No. is deleted or replaced on Purchase Order created through Job Material Planning process. |
Purchase Order |
| PE-73 | Enhancement | A new option of Update Est. Cost. to Compl. is available on Job Forecast Worksheet which will make Estimated Cost to Complete equal to value Budget Remaining for all the tasks |
Job Forecast Worksheet |
| PE-78 | Enhancement | Report format correction for JOB Detail by Gross Margin Report. |
Reports |
| PE-79 | Enhancement | Report Format Correction for the Reports "Actual VS Budget Job Hours" & "Actual VS Budget Material By APO". |
Reports |
| PE-81 | Task | Creation of Boolean to make the "FA Segment Code" on Jobs Setup and making the same field non mandatory on the Purchase order Line part. |
ProjectPro Basics |
| PE-84 | Enhancement | On Job Card, New Column "Locked (Revenue)" added on "Job Budget/Billable" fast Tab. |
Jobs |
| PE-116 | Enhancement | Vendor Insurance List Page & Vendor Insurance List Report now available on Role Centre & On Sub-Contract Card. |
Subcontract |
| PRJCTPR-97 | Task | On "Cash Receipt Journal " new field added i.e., Job no., Job Task no. and Retention Ledger Code to enable Job related payments reference. |
ProjectPro Basics |
Release Note Details
PE-06
Enhancement- BC-CRM Opportunities integration with ProjectPro
A new feature has been introduced where the user can create the Job Quote/ Job from an Opportunity.
PE-62
Task- Warning message applied when the Item No. is deleted or replaced on Purchase Order created through Job Material Planning process.
A warning message on the Purchase Order created through Job Material Planning Process has been added. This Warning message pops up when the user deletes or changes the item on the Purchase Order line.
PE-73
Enhancement- A new option of Update Est. Cost. to Compl. is available on the Job Forecast Worksheet which will make Estimated Cost to Complete equal to value Budget Remaining for all the tasks.
A new option of Update Est. Cost. to Compl. is available on the Job Forecast Worksheet which will make Estimated Cost to Complete equal to value Budget Remaining for all the tasks.
PE-78
Enhancement- Report format correction for JOB Detail by Gross Margin Report.
Correction regarding the report format and User Id visibility on JOB Detail by Gross Margin Report.
PE-79
Enhancement- Report Format Correction for the Reports "Actual VS Budget Job Hours" & "Actual VS Budget Material By APO".
Report Format Correction for the Reports "Actual VS Budget Job Hours" & "Actual VS Budget Material By APO".
PE-81
Task- Creation of Boolean to make the “FA Job Segment Mandatory” on Jobs Setup and making the same field non mandatory on the Purchase order Line part.
A Boolean on Job Setup by the name “FA Job Segment Mandatory” has been created, enabling this Boolean will make the “FA Job Segment code” on Purchase line mandatory/non-mandatory.
PE-84
Enhancement- On Job Card, New Column "Locked (Revenue)" added on "Job Budget/Billable" fast Tab.
On Job Card, New Column "Locked (Revenue)" added on "Job Budget/Billable" fast Tab.
PE-116
Enhancement- Vendor Insurance List Page & Vendor Insurance List Report now available on Role Centre & On Sub-Contract Card.
Vendor Insurance List Page now available on Role Centre & On Sub-Contract Card.
PRJCTPR-97
Task- On "Cash Receipt Journal " new field added i.e., Job no., Job Task no. and Retention Ledger Code to enable Job related payments reference.
On "Cash Receipt Journal " new field added i.e., Job no., Job Task no. and Retention Ledger Code to enable Job related payments reference.
| Update ID | Type | Title | Functional Area |
|---|---|---|---|
| PRJCTPR-103 | Hot Fix | On Job Planning lines, while Copy & Paste line from excel error have been corrected. These Excel lines are exported from existing Job and after changing are added to New Job. |
Jobs |
| PRJCTPR-104 | Hot Fix | Flow of "Your Reference" field from Job Card to Progress Billing to Sales Invoice |
Sales Invoice |
Release Note Details
PRJCTPR-103
Hot Fix- On Job Planning lines, while Copy & Paste line from excel error have been corrected. These Excel lines are exported from existing Job and after changing are added to New Job.
On Job Planning lines, while Copy & Paste line from excel error have been corrected. These Excel lines are exported from existing Job and after changing are added to New Job.PRJCTPR-104
Hot Fix- Flow of "Your Reference" field from Job Card to Progress Billing to Sales Invoice
Flow of "Your Reference" field from Job Card to Progress Billing to Sales Invoice
