Product Update 23.0.7.14966 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-241	Task	Generate the graph for "Job User Tasks" to show the task according to the days	ProjectPro Basics
PE-270	Enhancement	JFW: Enable Override Forecasted Completed Cost	Job Forecast Worksheet
PE-274	Task	Crew Time Sheet – “Skill Class Code” Hierarchy from “Job Resource Cost/Price” page	Crew Time Sheet
PE-282	Enhancement	JFW - New Budgeted and Previous Forecasted Variance	Job Forecast Worksheet
PE-287	Enhancement	JFW Forecasted Completed Cost on Job Task Lines	Job Forecast Worksheet
PE-288	Enhancement	Include "Punch List" Functionality to Core ProjectPro from Dependency App	ProjectPro Basics
PE-299	Enhancement	Job Task Lines - Update Override Forecasted Completed Cost to JFW Forecasted Completed Cost	Job Forecast Worksheet
PRJCTPR-224	Task	Sale Invoice with Foreign Currency	Reports
PRJCTPR-333	Hot Fix	Enable "Retention Document" to select Type = Ledger.	ProjectPro Basics
PRJCTPR-354	Hot Fix	System creates correct entry for Retention Release in case of Purchase Document.	Purchase Order
PRJCTPR-355	Hot Fix	Application of Currency Code in Cash Receipt Journal.	ProjectPro Basics
PRJCTPR-356	Hot Fix	System now gives an error in case of wrong Zip Code if Job Daily Log is created through Job card.	Job Daily Log
PRJCTPR-364	Hot Fix	Progress Billing with Foreign Currency from Job.	Progress Billing
PRJCTPR-365	Hot Fix	JFW: “Estimated Cost to Complete” for Forecast Method as "Job Forecast by Task Totals"	Job Forecast Worksheet
PRJCTPR-371	Hot Fix	Change of POC Method for No/Open/Partial Open entries on Revenue Recognition Summary Details page.	ProjectPro Basics
PRJCTPR-376	Enhancement	Progress Billing - Rounding Amount for Multiple Retention on Lines	Progress Billing

Release Note Details

Task- Generate the graph for "Job User Tasks" to show the task according to the days.

Under Field Manager Role Center we have added User Task Analytics Graph to show the task according to the days.

Enhancement- JFW: Enable Override Forecasted Completed Cost

A new setup has been added to the Job card as “Enable Override Forecast on JFW”. Enable this to edit the “Override Forecasted Completed Cost” on the job forecast worksheet instead of the Job Task Lines. Please note that only one of them works at the same time and the sublevels values are not included in this case. For any existing values on the job task lines under the same field will not be considered and the values on the forecast will take precedent. This implies that value can be updated on either of the pages at the same time.

Task- Crew Time Sheet – “Skill Class Code” Hierarchy from “Job Resource Cost/Price” page

When creating the crew timesheet, the skill class code will be populated on the crew timesheet line from the Job Resource Cost/Price page based on the following priority/filters, provided that "Enable Use Only Resource Default Skill Class" is disabled in "Human Resource Setup":

• Resource No. on the selected crew time sheet line is the same as the user has on the “Job Resource Cost/Price” page then “Skill Class” would be flowing with the filters of Type as “Resource” and Code as “Resource No.”
• Resource No. on the selected crew timesheet line having Resource Group and same group exist on the “Job Resource Cost/Price” page then “Skill Class” would be flowing with the filters of Type as “Group (Resource)” and Code as “Group No.”
• Resource No. on the selected crew timesheet line is not related to any code and any Resource group but on the “Job Resource Cost/Price” page there is a type with “All” selected then “Skill Class Code” would be based on Type as All.
  
  
  
  
  
  
  
  

Enhancement- JFW - New Budgeted and Previous Forecasted Variance Columns

• All columns named with “Previous” are now updating the values for all lines, irrespective of the modifications on the lines.
• The existing column “Forecasted Variance” has been renamed to “Budgeted Forecasted Variance”.
• A new column has been added to the worksheet as “Previous Forecasted Variance”, which is calculated as “Forecasted Completed Cost - Previous Forecasted Completed Cost”.
• The “New Total Units Complete” column is now storing/saving its value.
  
  
  
  

Enhancement- New “JFW Forecasted Completed Cost” on Job Task Lines

A new setup has been added to the Jobs Setup and Job card as “Enable JFW Forecasted Completed Cost on JTL”.

• Enable this you want to carry over latest “Forecasted Completed Cost” value from JFW to job task line’s “JFW Forecasted Completed Cost” column if the POC method on the job card is either set to “Blank” or “Job Forecast”. This setup is defaulted to the job card and can be modified as per requirement. This also ensures that the “Batch Posting of Job Forecast Worksheets” uses these values to calculate TCE on the rev rec summary details for the same POC methods.
• This setup on the job card can only be modified if the POC Method is “Blank” or “Job Forecast” and is disabled automatically when the POC method is changed to something else.
  
  
  
  

A new non-editable column has been added to the Job Task Lines as “JFW Forecasted Completed Cost”.

• It specifies the latest “Forecasted Completed Cost” value against the job task from the job forecast worksheet if it is posted or is closed with/without any change. The values in this column are stored only if the setup “Enable JFW Forecasted Completed Cost on JTL” is true on the job and hence will be used for calculating TCE value on rev rec summary details when the “Batch Posting of Job Forecast Worksheets”. Please note that this column shows the combined values of the sub-level job tasks, if “Forecast to Include Sub-Level” is enabled on the current job.
• If the new setup on the job is ON, then the “Current (TCE) Est. Cost at Completion” column on rev rec summary details page will be calculated based on the new column on job task lines.



• Additionally, a confirmation message has been added to the job card upon status change from Complete to Open and vice-versa for “Revenue Recognized” Boolean.

Enhancement- New Functionality has been added in ProjectPro as "Punch List".

The new functionality of Punch List has been added in ProjectPro.

User can open this either from the Global Search bar or from the Job Card.

Enhancement- Job Task Lines - Update Override Forecasted Completed Cost to JFW Forecasted Completed Cost

A new setup has been added to the Jobs Setup and Job card as “Push Override value to JFW Forecasted on JTL”.

• Enable this to auto-update the values on job task lines from Override Forecasted Completed Cost to JFW Forecasted Completed Cost. Please note that this will work only if the “Enable JFW Forecasted Completed Cost on JTL” setup is ON.
• If the user tries to enable this setup when the “Enable JFW Forecasted Completed Cost on JTL” setup is off, then an error will appear “Please ensure that the "Enable JFW Forecasted Completed Cost on JTL" setup is enabled.”
• Also, if the user disables the setup "Enable JFW Forecasted Completed Cost on JTL" from the Jobs Setup or the Job card, then the system will automatically turn off the setup “Push Override value to JFW Forecasted on JTL” on respective pages.
  
  
  
  
• If this setup is True on the job card, then the values will auto-flow from the Override Forecasted Completed Cost column to the JFW Forecasted Completed Cost, providing the setup “Enable JFW Forecasted Completed Cost on JTL” on the respective job card is also true.
• If the above is False on the job card, then no impact/change.
  
  

  A new batch is created on the job task lines as “Update Override Cost to JFW Forecasted Cost”.

• This function will update/copy "Override Forecasted Completed Cost" values to the "JFW Forecasted Completed Cost" column for all job task lines if the setup “Push Override value to JFW Forecasted on JTL” on the job card is enabled.
  
  

Hot Fix- Sale Invoice with Foreign Currency

When creating a sales invoice with the currency or invoice currency code from the job card, the specified currency will be applied to the sales document. This ensures that the correct values are updated on the sales document, and no errors will occur during posting.

Hot Fix- Enable "Retention Document" to select Type = Ledger.

On enabling the Boolean “Retention Document”, the system will delete any existing lines if present on the document and create an entry with the type “Ledger” and No. as defined on the Jobs Setup under “Retention Receivable/Payable Ledger”.

Hot Fix- System creates correct entry for Retention Release in case of Purchase Document.

The System now creates correct entry for retention release in case of Purchase Document.

Hot Fix- Application of Currency code in Cash Receipt Journal.

If a sales document is posted in a foreign currency (FCY), there will be no issues when applying the entries from the Cash Receipt Journal for customers in the same foreign currency after posting.

Hot Fix- System now gives an error in case of wrong Zip Code if Job Daily Log is created through Job Card.

Job Daily Log when created from the Job Card, the system now gives an error on the wrong zip code entered under the Job Address on the Job Card.

Task- Progress Billing with Foreign Currency from Job.

The Invoice Currency Code is flowing on the Progress Billing while using the “Get Job Planning Line” action button. The Sale Invoice Statistics page now shows the FCY Tax Amount.

Hot Fix- JFW: “Estimated Cost to Complete” for Forecast Method as "Job Forecast by Task Totals"

The “Estimated Cost to Complete” now gets updated by changing it on the Forecast Worksheet if no usage or invoicing has been done and the Forecast Method is set to “Job Forecast by Task Total”.

Enhancement- Change of POC Method for No/Open/Partial Open entries on Revenue Recognition Summary Details page.

If there exist no entries on Rev Rec or there exist only open entries, or there exist partial open entries: - the user can change the POC method when the “Enable to Change POC Method on Job” Boolean is enabled on the Job Setup, and the system will change the method of the open entries on the rev rec and recalculate the value as per the current method.

If all the entries are posted, the user can only change from any other method to a manual job % and vice versa.

In case the Boolean is off, and there are any open entries, the user needs to delete those entries and only then the system will allow changing of the POC method.

Enhancement- Progress Billing - Rounding Amount for Multiple Retention on Lines

In case a Sales Invoice is directly created for a job, with multiple retentions on it, the amount will now get rounded off based on the General Ledger Setup.

Although the issue on the Progress Billing side is under development.