Product Update 18.0.9.24945 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PRJ-570	Enhancement	Job Forecast Worksheet: "View Open Tasks Only" Option to Include Estimated Cost to Complete.	Job Forecasting
PRJ-578	Enhancement	"Complete" Option's Impact on Forecast Posting	Job Forecasting
PRJ-579	Enhancement	Forecasted Completed Cost and Hours to Finish Value Update Conditions.	Job Forecasting
PRJ-582	Enhancement	Mandatory "As of Date Filter" on Forecast Worksheet.	Job Forecasting
PRJ-584	Enhancement	Percent of Completion and Profit Analysis Report Resolved	Job Forecasting
PRJ-586	Enhancement	"Budgeted Costs" to be Filtered Line Type = Budget | Both Budget and Billable.	Job Forecasting
PRJ-596	Enhancement	"Estimated Cost to Complete" on JFW Statistics.	Job Forecasting
PRJ-626	Enhancement	Job Forecast Worksheet Enhancement.	Job Forecasting
PRJ-648	Enhancement	Job Forecast Worksheet - PM Statistics.	Job Forecasting
PRJ-658	Enhancement	Revenue Recognition Process	Job Forecasting
PRJ-663	Enhancement	Job Forecast Worksheet - PM Comments.	Job Forecasting
PRJ-693	Enhancement	Revenue Recognition Process/ JFW duplications.	Job Forecasting
PRJ-722	Enhancement	New Report - OPS Manager Report	Job Forecasting
PRJ-746	Enhancement	Adding APOS Codes to APOS related Reports	ProjectPro Basic
PRJ-810	Enhancement	Actual Vs Budget Cost by APO - Report ID - 14021152	ProjectPro Basic
PRJ-811	Enhancement	Actual Vs Budget Price by RAPO - Report ID - 14021155	ProjectPro Basic
PRJ-812	Enhancement	Actual Vs Budget C/WU by APO - Report ID - 14021157	ProjectPro Basic
PRJ-813	Enhancement	Actual Vs Budget Material by APO - Report ID - 14021158	ProjectPro Basic
PRJ-814	Enhancement	Actual Vs Budget Jobs Hour - Report ID - 14021182	ProjectPro Basic
PRJ-885	Enhancement	Report 14021154: Job Gross Profit by APO	ProjectPro Basic
PRJ-840	Enhancement	Addons - Time Sheet Crew	Time Sheet
PRJ-841	Enhancement	Adding of Skill Class code To Resource Card	Time Sheet
PRJ-842	Enhancement	Job Segment Code to be added to Crew Time Sheet	Time Sheet
PRJ-874	Enhancement	Combined G702 and G703 Progress Billings Report	ProjectPro Basic
PRJ-875	Enhancement	Correction On Job Setup Card on Quote Tab Regarding Drill Down	Job Quoting
PRJ-895	Enhancement	Use Tax Related fields to be added on Job Material Planning	ProjectPro Basic

Release Note Details

Enhancement

PRJ-626

"View Open Tasks Only" Option to Include Estimated Cost to Complete

Addition of a new column “Estimated Cost to Complete” in the option “View Open Tasks Only” Boolean on Job Forecast Worksheet.

Enhancement - “Complete" Option's Impact on Forecast Posting

Complete [Boolean] – Purpose is to indicate that this Job Task is complete.

When placed a check mark on Complete it should auto update below, in same order:

“Estimated Cost to Complete” = $0.00.

“New Total Percent Complete” = 100%.

“Hours to Finish” = 0.00.

User cannot change the values unless “Complete” option is unchecked.

If a user unchecks the option, then values will remain same as 1st point, and user will be able to modify the values as required.

Enhancement - Forecasted Completed Cost and Hours to Finish Value Update Conditions

Upon change of “As of Date Filter” on forecast worksheet, for non-completed tasks:

If previous forecasted completed cost exists then, validated the previous posted Forecasted Completed Cost value to update the related field values accordingly, in which New Status Date should be skipped to change the date in that field. - to check the effect and calculations, change the value manually in forecasted completed cost field.

If previous hours to finish value exists then, update/validate the hours to finish value with new formula suggested by Ed, i.e., Hours to Finish = Remaining Hours + Previous Hours to Finish – Actual Hours.

If the above value comes out to be negative then, update the value as 0 and validate the related field calculations accordingly.

An additional change needs to be done is that, if Remaining Hours comes out to be negative value, then update that value as 0 and not the negative value.

Enhancement - JFW: Mandatory "As of Date Filter" on Forecast Worksheet.

On open of job forecast worksheet printed a pop-up message as "Please enter “As of Date Filter”".

Also, if there’s no as of date filter entered, then user not allowed to change values on forecast worksheet and updated message will same as above. This is updated in each field which are editable, i.e.,

1. Complete
2. New Total Percent Complete
3. Estimated Cost to Complete
4. Hours to Finish

On opening the Job Forecasting Worksheet, this message pops up.

Enhancement - Percent of Completion and Profit Analysis Report Resolved

For this added a new field on Job Setup --> Job Forecast Worksheet Fast Tab naming "Forecast Amount Rounding" here you just need to put the 0.1.

Enhancement - "Budgeted Costs" to be Filtered Line Type = Budget | Both Budget and Billable

On job forecast worksheet, applied filter on "Budgeted Costs" with “Line Type = Budget | Both Budget and Billable”.

Enhancement - "Estimated Cost to Complete" on Job Forecast Worksheet Statistics

After the changes, "Estimated Cost to Complete" value on job forecast worksheet statistics matches with the totals of estimated cost to complete in Statistics.

Enhancement - Job Forecast Worksheet Enhancement

Other tickets linked to this parent ticket.

Enhancement - Job Forecast Worksheet - PM Statistics

Addition of PM Statistics page in Job Forecasting Worksheet page

Enhancement - Revenue Recognition Process

New process of revenue recognition created.

Enhancement - Job Forecast Worksheet - PM Comments

Addition of “PM Comments” page in Job Forecast Worksheet. It is included to add job comments.

Enhancement - Revenue Recognition Process/ Job Forecast Worksheet duplications

Job Forecast Worksheet was duplicating multiple entry lines on both Project Summary Details and Revenue Recognition Summary Details.

It was corrected.

Enhancement - New Report - OPS Manager Report

Addition of a new report named OPS Manager Report

Enhancement - Adding APOS Codes to APOS related Reports

Actual Vs Budget Price by RAPO - Report ID - 14021155

Actual Vs Budget C/WU by APO - Report ID - 14021157

Actual Vs Budget Material by APO - Report ID - 14021158

Actual Vs Budget Jobs Hour - Report ID - 14021182

Report 14021154: Job Gross Profit by APO

Addition of Section (Fourth Level) to Reports

• Gross Profit by APO
• Actual Vs Budget Cost by APO
• Actual vs Budget Qty by APO
• Actual vs Budget C/WU by APO
• Actual Vs Budget Price by RAPO

Enhancement - Addons - Time Sheet Crew

Adding of Skill Class code To Resource Card

Job Segment Code to be added to Crew Time Sheet

Following changes done related to Time Sheet Crew

• Adding of Skill Class code To Resource Card and then it will flow to the Time Sheet
• Addition of Job Segment code to be picked from Job Card and it will get filter from Job itself on Crew Time Sheet
• 2 Decimal Places added on Crew Time Sheet calculation
• Caption Changed for On Human Resource Setup

  From Custom Time Sheet No. to Crew Time Sheet No. Series

  From Time Sheet Line No. to Crew Time Sheet Line No. Series







PRJ-874

Enhancement - Combined G702 and G703 Progress Billings Report

Combined both the reports G702 and G703.



PRJ-875

Enhancement - Correction on Job Setup Card on Quote Tab Regarding Drill Down

Now, on drilling down further on the Total Task No. field and Billing Task No. field, it correctly opens to the Activities list page for the selection of code.



PRJ-895

Enhancement - Use Tax Related fields to be added on Job Material Planning

Use Tax related fields added to the Job Planning Lines Page and to be flowed to Job Material Planning.


See Hotfixes >>

Update ID	Type	Title	Functional Area
PRJ-827	Hot Fix	Error while opening the Customer Card.	ProjectPro Basic
PRJ-834	Hot Fix	Service Order/ Credit Memo Updated on Table 5902 Subscriber of PP extension	ProjectPro Basic
PRJ-844	Hot Fix	Reopening of the Sales document Resolved	ProjectPro Basic
PRJ-856	Hot Fix	While subcontracting when we use a Type of G/L on PO lines is updated	ProjectPro Basic
PRJ-849	Hot Fix	Resolved where incorrect values were updating into job ledger with sales line discounts for Unit Price, Unit Price ($). Total Price, Total Price ($) Updated where the discount amount was getting added to the Unit Price and Total Price Fields. Updated where G/L entries were not showing the Discount value separately	ProjectPro Basic
PRJ-870	Hot Fix	Updated Date on Valid on UAT Database using ProjectPro while using VJS Remove the term “issue” from the description	ProjectPro Basic
PRJ-878	Hot Fix	Small Correction in Progress Billing by Task Process 1. Correction Regarding Report Caption Change “As on Date”. 2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category.	Progress Billing
PRJ-881	Hot Fix	Job Setup - Drill down to detailed tables	ProjectPro Basic
PRJ-882	Hot Fix	Double Retention in Total Sales on Customer Card and Fact Box	ProjectPro Basic
PRJ-884	Hot Fix	Client (GLEI) + ISV- PP Retention on Purchase Invoices for Jobs/Subcontracts and Sales Invoices Resolved	ProjectPro Basic
PRJ-907	Hot Fix	System is not allowing to Voiding Cheque	ProjectPro Basic





Release Note Details

PRJ-827

Hot Fix Client - Updated Opening of Customer Card

Correct and updated the opening of customer cards

PRJ-834

Hot Fix - Resolved Service Order/Credit Memo

Service Order/ Credit Memo Updated on Table 5902 Subscriber of PP extension

PRJ-844

Hot Fix - Reopening of the Sales document Resolved

Correct and updated re-opening the sales document

PRJ-849

Hot Fix - Incorrect values updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($)

• Fixed the issue where incorrect values were updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($).
• Fixed the issue where the Discount amount was getting added to the Unit Price and Total Price fields.
• Fixed the issue where G/L entries were not showing the Discount values separately.
• Following reports were also corrected to accommodate the changes: -
  • Job Gross Profit
  • Gross Profit by APO
  • Actual vs Budget Price by APO

PRJ-856

Hot Fix - While subcontracting when we use a Type of G/L on PO lines is updated

While subcontracting when we use a Type of G/L on PO lines is now updated.

PRJ-870

Hot Fix - Error with Date not Valid on UAT Database using ProjectPro while using Visual Job Scheduler

If anyone used VJS before Version 11, then system gave error while Date is missing on Job Planning Lines but on latest version 11 this issue is resolved.

PRJ-878

Hot Fix - Small Correction in Progress Billing by Task Process

1. Correction Regarding Report Caption Change “As on Date”.

2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category.

1. While using the function “Suggest Billing by Task”, date filter changed from Posting Date to As on Date.





2. Now, additional filter added for the calculation of Billing Percentage on the basis of APO Link Source category.



PRJ-881

Hot Fix Job Setup - Drill down to detailed tables

Now able to drill into the Master Tables of Task Code for "Billing Job Task No." and "Total Task No."



PRJ-882

Hot Fix - Double Retention in Total Sales on Customer Card and Fact Box

After the correction, now Sales Total in Customer Card and fact box showing total sales amount minus the retention amount as required.



PRJ-884

Hot Fix – ProjectPro Retention Issues on Purchase Invoices for Jobs/Subcontracts and Sales Invoices

PP Retention Resolved on Purchase Invoices for Jobs/Subcontracts and Sales Invoices

There was a refresh update on normal PO, PI, SI.

PRJ-907

Hot Fix - System is not allowing to Voiding Cheque

Correction Done. Now, system allowing to void cheques.