Product Update 24.0.09.20409 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-268/ PE-423/ PE-332	New Feature	New Function as "Copy Quote"	Project Quote
PE-331	New Feature	MEM - Purchase Corrective Method to Auto-Apply PCM with related PI	Third-party ISV
PE-401	Improvement	Revenue Recognition Report/Batch will include all the POC methods.	Revenue Recognition
PE-409	New Feature	Resource time sheet Report	Reports
PE-414	Improvement	Improve Project Forecast Worksheet Performance	Project Forecast
PE-445	New Feature	Master task copy to the sub job.	Project Pro Basics
PE-448	New Feature	Add the Revenue Category field to be available on the G/L Account Card for auto-populating during Project Planning Line Entry	ProjectPro Basics
PE-455	Improvement	Deletion of Progress Billing Line with "Previous Work Amount"	ProjectPro Basics
PE-456	Improvement	AIA G702 Progress Payment Report - Space Adjustment	Reports
PE-459	Improvement	Vendor Names Character Limit in "Vendor Lien Release" Report via Vendor Ledgers	Reports
PE-462	Improvement	Crew validation on generate time entry batch.	Crew Time Sheet
PE-463	New Feature	Posted Purchase Invoice - Create Corrective Credit Memo with Retention	Account Payables
PE-468	Improvement	MEM - Auto Apply Sales Credit Memo in Case of Voided Progress Billing with Final Retention	Third-Party ISV
PE-470	Improvement	Cost Category Prices with Sales Price and Discount	Sales Price and Discount
PRJCTPR-409	Hot Fix	Incorrect values in Gross Margin field in Task Total Tab.	Project Quote
PRJCTPR-421	Improvement	Prepayment Message Pops up when posting a Sale Invoice created directly from Project Planning lines	Project Pro Basics
PRJCTPR-431	Hot Fix	Project Profit Analysis showing incorrect Total Cost Estimate	Reports
PRJCTPR-438	Improvement	Customer Lien Waiver Report Process Analysis and Enhancement	Reports
PRJCTPR-445	Task	Budg. Analysis/Profits Tab on Job Card Actual Hours not filtering by HR	Project Pro Basics
PRJCTPR-447	Improvement	Error on Purchase Order while changing Job No. at Header	Project Pro Basics
PRJCTPR-454	Improvement	A/R and A/P Balance and Retention Balance on Project Card and Fact Boxes	Project Pro Basics
PRJCTPR-456	Hot Fix	The issue is applying the customer retention release entries to the credit memo retention document.	Account Receivables
PRJCTPR-458	Improvement	Corrections on Job Budget/Billable under Analytics page.	Project Pro Basics
PRJCTPR-459	Improvement	Cost Category flow from Project Material Planning to Purchase Orders	Project Material Planning
PRJCTPR-460	Hot Fix	Progress Billing Header Table Permission Issue on Progress Billing	Progress Billing
PRJCTPR-462	Improvement	Project Task Totals - "Committed Cost Job Level" Lookup to Include "Return Order" and "Credit Memo" Document Types Filter	Project Pro Basics
PRJCTPR-464	Improvement	Crew Time Sheet Manager Approval in BC Version 25	Crew Time Sheet

Release Note Details

New Feature - New Function as "Copy Quote"

The Copy Document button is removed from the Quote page, and the “Copy Quote” action button is added under the “Task” ribbon over the Quote List page.

• Copy From: The "Copy From" tab specifies the quote from which the user wants to copy data.


• Copy To: The "Copy To" tab indicates the quote where the user wants to copy the data.


• Apply: The "Apply" tab specifies whether the user wants to copy additional details, such as quantity, dimensions, and prices, from the selected quote to the new quote.

Note: -

1. By default, both the Sell-to Customer and Bill-to Customer fields are automatically populated based on the selected Quote No. when using the Copy from the tab. However, users have the flexibility to change the Bill-to-Customer by modifying the Sell-to-Customer field.


2. If the user is copying a quote from an Accepted Quote, they can specify whether to skip the Billing Lines (lines related to Billing Tasks, such as CONTRACT, defined in Project Setup) by enabling the “Suppress Billing Line” option in the Apply tab. If this option is disabled, the billing lines will be copied from the Accepted Quote to the new quote.

New Feature - MEM - Purchase Corrective Method to Auto-Apply PCM with related PI

“Create Corrective Credit Memo,”. This feature allows users to create a corrective credit memo that includes details for a posted purchase invoice. Once the corrective credit memo is created, the system will automatically apply both the posted invoice and the credit memo, similar to the standard functionality.

Created Below Project Pro fields, with the help of this system will automatically apply vendor ledger entries against each other i.e. Remaining Amount is zero and they are closed (Open = False).

Improvement - Revenue Recognition Report/Batch to include all the POC methods.

The Revenue Recognition Report/Batch now includes calculations based on all the POC methods. It also has an option to include or exclude sub-levels.

New Feature - Resource time sheet Report

• A report is generated on the “Crew Time Sheet list” called the “Crew Resource Time Sheet Report”.
  
  


• The “Work Period Start Date” and “Work Period End Date” fields are mandatory on the request page of that report.
  
  


• This Report will show all the Crew timesheet entries based on the selected Date range for “Regular, Over Time, and Other Hours” that are related to a particular resource.
  
  

Improvement - Improve Project Forecast Worksheet Performance

Improve performance at the time of Project forecast.

New Feature- Master task copy to the Sub Job.

The tooltip has been changed for the “Forecast to include sub-levels” field under “General Tab on the project card as the Boolean also impacts while creating the sub job and wants to copy the “Job Task Line” from the master to sub job.

New Feature- Add the Revenue Category field to be available on the G/L Account Card for auto-populating during Project Planning Line Entry

The “Revenue Category” field has been added to the G/L Account Card which will flow to the Planning lines.

Improvement- Deletion of Progress Billing Line with "Previous Work Amount"

A restriction has been added on the Progress billing regarding the deletion of lines with “Previous Work Amount.” The user will not be able to delete them. Also, you can recover the line that has already been deleted through the Config package. After importing it just run the batch added on the action button of the Progress Billing lines as “Update Work Previous Billing”.

Improvement - AIA G702 Progress Payment Report - Space Adjustment

Adjusted the alignment of the report to show complete details for the owner

Improvement - Vendor Names Character Limit in "Vendor Lien Release" Report via Vendor Ledgers

The character limit of the vendor’s name has increased while generating reports with Lien functionality from the Vendor Ledger Entries.

Improvement - Crew validation on generate time entry batch.

While generating a “Crew Time Sheet” through the “Generate Time Entry” batch, if the job number is changed, the system should validate whether the crew number exists within the defined job. If the crew number does not exist, an error message should be displayed, preventing the time entry from being created.

New Feature- Posted Purchase Invoice - Create Corrective Credit Memo with Retention

A new function, titled “Create Corrective Credit Memo with Retention,” has been added under the Correct section of the Home ribbon on the Posted Purchase Invoice. This feature allows users to create a corrective credit memo that includes retention details for a posted purchase invoice. Once the corrective credit memo is created, the system will automatically apply both the posted invoice and the credit memo, similar to the standard functionality.

Improvement- Auto Apply Sales Credit Memo in Case of Voided Progress Billing with Final Retention.

If a version is created via progress billing for a retention release document, the Sales Credit Memo will be automatically applied to the retention document.

Improvement- Cost Category Prices with Sales Price and Discount

Cost category price available for both old and new features of sales Price and Discount. If you have not opted for a new feature, then the below option is available.

Hot Fix- Incorrect values in Gross Margin field in Task Total Tab.

• The calculation works fine under the Gross Margin field in the task total tab.
  
  


• The information message added under the factor & Markup.
  
  

Improvement- Prepayment Message Pops up when posting Sale Invoice created directly from Project Planning lines

Prepayment No. series setup has been obsoleted from Project Setup; the user has to setup from the “Sales & Receivable Page”.

Enhancement - Round Values on Percent of Completion Report

The report now works the same as the POC report present on the job card.

Improvement– Customer Lien Waiver Report Process Analysis and Enhancement

Improvement has been made under the Customer Advance Lien Waiver, refer to the points below:

• Restrict selection of “Customer Lien Waiver” type for payment entries on Customer Ledger Entries.


• If the balance in the Customer Ledger Entries is zero and the entry type is "Invoice," the user will not be allowed to run the "Conditional Progress" lien waiver report.

Task - Budg. Analysis/Profits Tab on Job Card Actual Hours not filtering by HR

In this, we have updated the filter in the Actual Hours field in the Budg.Analysis/Profits Tab. Previously in the actual hours field, there were no filters so the value of Actual hours of Budg.analysis/Profit TAB and the Actual hours field in the Project task page did not match. So now we have updated the same filters in both fields.

Project Task Line.

Improvement - Error on Purchase Order while changing Job No. at Header

While changing Job No. at Header on Purchase Order, the system used to give an error, but now it allows us to change.

Improvement- A/R and A/P Balance and Retention Balance on Project Card and Fact Boxes

A/R and A/P Retention Balance populated with correct balance in project card under WIP and recognition tab also showing correct balance in Fact box.

Hot Fix – Issue for applying the customer retention release entries to the credit memo retention document.

Users can apply customer ledger entries with the document type “Credit Memo” and retention ledger code “Retention” to the document type “Invoice” with the retention ledger code “Retention,” provided that the retention document is enabled.

Improvement - Corrections on Job Budget/Billable under Analytics page.

• Billable (Price Incl. Tax) on the “Project Budget/Billable” page is completely visible
  
  


• The billable price field for Change Request is in the drill-down and Status filter as “Quote” is also added for Budget (Cost) and Billable (Price) for Change Request
  
  
• Double caption is removed from the “Actual Cost/Billing” Page under Analytics.

Improvement - Cost Category flow from Project Material Planning to Purchase Order

Cost categories will Flow, if there is no cost category on the item card or we enter a Cost category code on project planning lines then it will flow on the purchase order Via Project Material Planning.

Hot Fix - Progress Billing Header Table Permission Issue on Progress Billing

The permission-related issue has been resolved.

Improvement - Project Task Totals - "Committed Cost Job Level" Lookup to Include "Return Order" and "Credit Memo" Document Types Filter

The “Project Task Total” page presented on the Job Card under “Home” has a column for "Committed Cost Job Level". The lookup now includes the purchase lines from “Credit Memo” and “Return Order”.

Enhancement - Crew Time Sheet Manager Approval in BC Version 25

Users can also approve the Submitted Crew Time Sheet directly from the “Time Sheet” page. This functionality is available through a search option for “Manager Time Sheet” as all the related fields are also added on the “Time Sheet” page due to the new feature in BC version 25.