New Releases in this Updates
| Update ID | Type | Title | Functional Area |
|---|---|---|---|
| PE-481 | Enhancement | Indirect Burden Calculation and Enhancements |
ProjectPro Basics |
| PE-658 | New Feature | Tax in Project Prepayment Process |
ProjectPro Basics |
| PE-708 | Enhancement | ProjectPro APIs for the NA Region (Main Product only) |
API |
| PE-711 | Enhancement | Project Card - Separate BC WIP and ProjectPro Fields on the WIP Fast Tabs |
ProjectPro Basics |
| PE-718 | New Feature | Enhancements to Crew Time Sheet and CPR Process |
Advanced Project Payroll |
| PE-722 | Enhancement | Warning Message Received When Deleting PO for JMP |
Account Payables |
| PE-723 | New Feature | Enhance Indirect Burden Calculation |
ProjectPro Basics |
| PE-725 | Enhancement | Removal of Non-Referenceable Code from Customer Card Ext |
ProjectPro Basics |
| PE-727 | New Feature | Include "Use Contract Forecast Date" in "Revenue Recognition Report/Batch" |
Revenue Recognition |
| PE-729 | New Feature | Suppress Default Project Billing Task No. on the Project Quote |
Project Quoting |
| PE-732 | Enhancement | Product Compatibility with the BC Preview Version 27.0 |
ProjectPro |
| PE-734 | Enhancement | Project Ledger for Undo Receipt |
ProjectPro Basics |
| PE-739 | Enhancement | Copy Quote with "Freeze Total Contract Price" |
Project Quoting |
| PE-742 | Enhancement | Revenue Recognition with Double Reversal Entries |
Revenue Recognition |
| PRJCTPR-523 | Hot Fix | Project Material Planning Worksheet - "Project Task No." Getting Value from the Inventory Posting Group |
Project Material Planning |
| PRJCTPR-524 | Improvement | Negative Project Planning Line for a Posted Credit Memo |
ProjectPro Basics |
Note: Details are given below in “Release Note Details”.
Release Note Details
PE-481
Enhancement – Indirect Burden Calculation and Enhancements
Previously, the indirect burden was calculated only for entries with Type = Item.
With this update:
- Indirect burden will now be calculated for Type = Item, Resource, and G/L.
- Users will no longer need to run the batch job "Update Project Item Cost" to update the correct total cost on Project Ledger Entries with Type = Item.
PE-658
New Feature – Tax in Project Prepayment Process
The Prepayment process now includes Tax.
If the “Tax Liable” Boolean is enabled on the Project card, on clicking the “Post Prepayment Invoice” button, the system will give a confirmation message as: “Tax Liable is enabled. Do you want to include tax on Prepayment?”
- Clicking on “Yes”, the Prepayment invoice will be created with Tax.
- Clicking on “No”, the Prepayment invoice will be created without Tax.
If the “Tax liable” Boolean is disabled on the Project card, when clicking the “Post Prepayment Invoice” button, the Prepayment invoice will be created without tax and will not display the confirmation message either.
Note: “Tax Area Code” and “Tax Group Code” will flow from the Project card.
A new Boolean has been added to the G/L account card as “Enable Prepayment” under the “General” fast tab. User must enable it to specify if this is to be used for Prepayment through the Project and assign the same on the General Posting Setup.
Note: This development has only been done on the “Prepayment Invoice”. The “Prepayment Credit Memo” will be in the future release.
PE-708
Enhancement – ProjectPro APIs for the NA Region (Main Product only)
The APIs for ProjectPro have been enhanced.
New API Availability – APIs have been created for the following tables:
- Projects
- Project Task Lines
- Project Planning lines
- Project Daily Log
- Punch List
- Subcontract
- Project Quote
Supported Operations –
- GET API → Users can retrieve data from these tables into their systems.
- Project Quote → Users can push data into these tables from external systems.
PE-711
Enhancement – Project Card – Separate BC WIP and ProjectPro Fields on the WIP Fast Tabs
- The ProjectPro fields available on the BC standard’s “WIP and Recognition” fast tab are made Obsolete and have been moved to a new ProjectPro fast tab, “Contract and Retention”. See highlighted fields in the screenshot below.
- Since ProjectPro does not use BC standard WIP method and the ProjectPro fields are also moved to a separate fast tab, you can disable the WIP fast tab using the “Disable WIP and Recognition” option available on the “ProjectPro UI/UX Setup” page.
PE-718
New Feature – Enhancements to Crew Time Sheet and CPR Process
The following points have been covered under this process:
- Ability to add lines directly without using the “Add Lines” feature on Crew Time Sheet lines. “Add Lines” is used on the Lines fast tab to add a single line.
- Copy functionality has been added to the Crew Time Sheet process. You will need to change the Date, Work Type Code, Skill Class Code, and all the other fields manually on the copied Crew Time Sheet as per requirements.
- “Week Code” field has been added in the “Suggest Lines for Crew Time Sheet” request page available on the Project Journal. The Starting and Ending Date will be auto-filled once the week code is selected. The user can either select the week code or the start and end date.
- CPR Report has been modified to include Change Order/Sub Project, for which a new field “Sub-Level Project No.” has also been added to the Payroll Register Ledger Entries page.
PE-722
Enhancement – Warning Message Received When Deleting PO for JMP
When a purchase order is created from the project planning lines using the function “Create Purchase Order”, it was checking the field “NS_Created by JMP” as True on the Purchase Header.
Due to this user received an error while deleting the PO. This has been resolved now.
PE-723
New Feature – Enhance Indirect Burden Calculation
We have introduced several improvements to the Indirect Burden functionality to provide better control, accuracy, and automation in project cost allocations.
- Field Renaming (Project Setup → Indirect Burden Fast Tab)
- Burden G/L Journal Template has been renamed to Burden Project G/L Journal Template.
- Burden G/L Journal Batch has been renamed to Burden Project G/L Journal Batch.
- Improved Lookup for Burden Project G/L Journal Template
- Previously, all G/L Journal Templates were displayed.
- Now, the lookup will show only Project-related templates, ensure easier selection and reduce errors.
- Removal of Default Task No. dependency
- The dependency on the “Default Task No.” has been removed.
- When running the batch “Advanced Project Burden Allocation to G/L”, it will automatically create or post entries against the first Posting Type Task for the respective project.
- Priority for determining G/L Accounts – The system now follows a priority when determining which G/L Account to use in the Project G/L Journal:
- Priority → G/L Account defined in the Project Posting Group specified on the Project Task Line.
- Second Priority → G/L Account defined in the Project Posting Group specified on the Project Card.
- Validation for Project G/L Journal Creation
- If “Auto Post Burden to G/L” is disabled in Project Setup, the system will now enforce validations.
- A Project G/L Journal cannot be created if:
- Project Posting Groups are missing on the Project Card and the first Posting Type Task line, or
- Project Posting Groups exist, but the related G/L Accounts are left blank.
- This ensures no journals are created with incomplete or invalid account mappings.
PE-725
Enhancement – Removal of Non-Referenceable Code from Customer Card Ext
Control over the visibility of the New Sale and Price action buttons on the Customer Card has been implemented, based on Feature Management settings.
PE-727
New Feature – Include “Contract Forecast Date" in "Revenue Recognition Report/Batch"
The use of “Contract Forecast Date” has been incorporated into the finance report "Revenue Recognition Report/Batch".
PE-729
New Feature – Suppress Default Project Billing Task No. on the Project Quote
A new Boolean has been added to both the Projects Setup as well as on the Project Quote card named “Skip Default Billing Project Task No.”. When enabled, the system will not create a billing/contract planning line when a quote is converted to a project.
Note: Priority will be given to the Boolean on the Project Quote card.
PE-732
Enhancement – Product Compatibility with the BC Preview Version 27.0
The ProjectPro application is now compatible with the BC Preview version 27.0
PE-734
Enhancement – Flow of Dimensions in Project Ledger for Undo Receipt
The dimensions are now flowing to the project ledger entries when created by posting an Undo Receipt.
PE-739
Enhancement – Copy Quote with "Freeze Total Contract Price"
Previously, when copying a Quote from another Quote where the “Freeze Total Contract Price” Boolean (located on the Segments Fast Tab) was enabled, the system would throw an error and prevent the new Quote from being opened.
- The system has been updated to handle this scenario correctly.
- Users can now successfully copy a Quote from a Quote where the segments are frozen and open the new Quote without encountering errors.
PE-742
Enhancement – Revenue Recognition with Double Reversal Entries
While reversing the over/under billings, the system created two extra reversal entries. Now, it creates exact reversal entries.
- In case you miss any setup on the Project Posting Group, an error message has been added to notify the same.
PRJCTPR-523
Hot Fix – Project Material Planning Worksheet - "Project Task No." Getting Value from the Inventory Posting Group
- In case of manual entry on the Project Material Planning Worksheet, the "Project Task No." is now left blank when an Item, Resource, or G/L Account is selected.
- The Location Code now gives priority to the code assigned to the Project Material Planning Worksheet over the code assigned to the Project Setup.
PRJCTPR-524
Improvement – Negative Project Planning Line for a Posted Credit Memo
When the “Corrective Credit Memo with Retention” button is clicked on a posted Sales Invoice that was generated via a Project Planning Line, the system now automatically creates the corresponding negative planning line on the Project Planning page.
This ensures that the reversal of the original invoice is accurately reflected in the Project Planning Lines.
