Product Update 24.0.05.20409 for Microsoft Dynamics 365 Business Central

New Releases in this Update

Update ID	Type	Title	Functional Area
PE-224	Enhancement	Enhancements of Crew Time Sheet Functionality	Crew Time Sheet
PE-237	Enhancement	Introduce Crew Time Sheet Email Notifications on Submission to Approvers	Crew Time Sheet
PE-239	Enhancement	Retention entries pull via Create Payment batch on the Vendor Ledger Entries.	Account Payables
PE-261	New Feature	Progress Billing Report for Option 2 of A/R Retention Calculation Method	Progress Billings
PE-298	Crew Time Sheet related to Batch	User Task Category - Add to the User Task List Page	Crew Time Sheet
PE-353	New Feature	Progress Payment to include different Payment Method other than %.	Subcontracting
PE-363	New Feature	Linked Resource - Option to Explode on Project Planning Lines	ProjectPro Basics
PE-364	Enhancement	ProjectPro Manager Lite & ProjectPro Field Manager Role Centre (Table + Page) - Caption Change from Job to Project (BC and PP V24)	ProjectPro Basics
PE-367	New Feature	Project Contacts - Extend "Type" field with additional options and link to their Primary Customer/Vendor Contacts	ProjectPro Basics
PE-375	Enhancement	Labor to G/L Process - Introduce G/L Posting via Project Posting Group	ProjectPro Basics
PE-389	Enhancement	Enhance Crew Time Sheet Process for Multiple Projects and Crews along with Manual Time Sheets	Crew Time Sheet
PE-396	Enhancement	Project Contacts - Extend "Type" field with additional options and link to their Primary Customer/Vendor Contacts	ProjectPro Basics
PE-402	Enhancement	New Field on Work Types List	ProjectPro Basics
PE-406	Enhancement	Correction on PP Reports - Progress Payment, Progress Billing	Reports
PE-407	Enhancement	Dimension Flow Priority on Project Journal	ProjectPro Basics
PE-410	Enhancement	Copy Project Function - Carry Over APO Links to New Project	ProjectPro Basics
PE-416	New Feature	Events Required for Converting Master Project's Lines to Change Order on Progress Billing	Progress Billings
PE-417	Enhancement	Round Values on Percent of Completion Report	Reports
PE-431	Enhancement	Events Required for Converting Master Project's Lines to Change Order on Progress Billing	Reports
PE-433	Enhancement	Fields "Actual Units Complete" and "Forecast Type" on Project Card	ProjectPro Basics
PRJCTPR-373	Hot Fix	Update "Estimated Cost to Complete" for Forecast Method "Project Forecast by Task Totals" (Contract Forecast Date)	Project Forecast
PRJCTPR-429	Improvement	Alert Message for Time Sheet Nos. upon Submission	Crew Time Sheet
PRJCTPR-430	Task	Obsolete "Calc Payable Retention Before Tax" & "Calc Receivable Retention Before Tax" on Projects Setup	ProjectPro Basics
PRJCTPR-434	Improvement	Purchase Retention Invoice for Fixed Retention Code	Account Payables
PRJCTPR-435	Enhancement	Copy Notes to Project when converted from Quote	Project Quote
PRJCTPR-437	Hot Fix	Copy Project Function - Validate the "Margin %" field on the Projects List	ProjectPro Basics
PRJCTPR-441	Hot Fix	Aged A/R with Retention Report - Retention Total with Global Dimensions Filter	Reports

Release Note Details

Enhancement- Enhancements of Crew Time Sheet Functionality

• Two fields are created on “Human Resource Setup” for making the Crew Time Sheet Calendar.








• Based on that setup Crew Time Sheet header can be updated with the “Week Code” and “Work Period Start Date” and “Work Period End Date”.




• Users can create the Crew Time lines only for the selected range.




• Two fields are created on Crew Time Sheet Header:



Crew Lead - This field is updated based on the selected “Crew No.”

Time Sheet Approver ID - This field is updated based on the selected “Crew No.” and the user can update this field manually for open lines




• On the Job/Project Journal, “Document No.” field will be non-editable if no. series with value is assigned to the selected job/project journal batch.

Enhancement- Introduce Crew Time Sheet Email Notifications on Submission to Approvers

A new Boolean has been added to the “Human Resource Setup” page as “Email Notification”. To use this feature, you need to enable Boolean and set up email. The system considers the email id set as default as the sender's email address.

Hence, any calculations related to POC% should be calculated with 100% even if the actual calculation is more than 100%. For example: Gross Revenue = POC% * Contract Value

Enhancement- Retention entries pull via “Create Payment” batch on the Vendor Ledger Entries.

When generating the “Payment Journal” using the "Create Payment" batch on the vendor ledger entries, the same "Retention Ledger Code” on the VLE will get applied to the “Payment Journal.”

New Feature- Progress Billing Report for Option 2 of A/R Retention Calculation Method.

A new feature has been implemented to include sales tax in Progress Billing and the AIA report in the case of Option 2 A/R Retention Calculation Method.

Enhancement- Crew Timesheet related to Batch.

• After posting the lines for a single date with different “Work Type Code”, the “Status” is now updated as Posted instead of remaining it to be Approved.




• The “Select” field is now set to Obsolete and the standard selection of lines works instead.




• If Resource and Job/Project Ledger Entries are created for same Document No., then we cannot create the lines on Project Journal for that same Document No.

New Feature - Progress Payment to include different Payment Methods other than %.

Progress Payment will now have all the Payment Methods (%, Unit, L/S) to calculate the Payables. A new field has been introduced in Project Planning Lines, and Subcontract Lines to achieve the same.

New Feature- Linked Resource - Option to Explode on Project Planning Lines

A new Projects Setup has been created as “Auto Explode Linked Resources”. This will allow to auto-explode the Linked Resources for an item selected on the Project Planning Lines and will also auto-enable the Boolean “Get Linked Resources” to follow the “Explode All Linked Resource” rules.

• If for any reason, you don’t want to expand the linked resources, then disable the “Get Linked Resources” before entering the quantity for an item.


• If you want to use the “Get Linked Resources” manually on Project Planning Lines, then keep this setup off.

Enhancement- ProjectPro Manager Lite & ProjectPro Field Manager Role Centre (Table + Page) - Caption Change from Job to Project (BC and PP V24).

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term “Job” in Project Management module, where the new term to be used is “Project”.

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

New Feature- Project Contacts - Extend "Type" field with additional options and link to their Primary Customer/Vendor Contacts

• A new Number Series has been introduced for the Project Contacts, as below.




• This no. series is now mandatory for the project contacts to be created and based on this the “Code” field will get auto updated with the successive no. series.


• The “Type” field has been extended with some new options such as: Subcontractor, Property Manager, Consultant, and Supplier


• The Project Contacts are now linked to the BC standard contacts along with their Source details, i.e., the source details will show the associated primary and general Customer/Vendor details, see below.

New Feature - Labor to G/L Process - Introduce G/L Posting via Project Posting Group

A new Projects Setup has been introduced as “Project Posting Group for Labor G/L Accounts”.

The Debit and Offset accounts for the Labor to G/L process will be taken based on this setup.

• If the setup is disabled (default setting), the accounts will be taken from the Projects Setup itself.


• If the setup is enabled, the accounts will be taken from the Project Posting Groups. The posting group selected on the Project Task Lines will take the priority than the one on the Project card.

Enhancement - Enhance Crew Time Sheet Process for Multiple Jobs and Crews along with Manual Time Sheets.

• The Generate Time Entries batch will now give an error, if the “Job/Project Task No.” or “Crew No.” is changed to something which is not linked with selected “Job/Project No.” or “Job Crews” respectively.






• A pop-up has been added on Submitting the crew time sheet same as the one on the Manager Time Sheet”.

Enhancement- ProjectPro Accountant Lite Role Centre (Table + Page) - Caption Change from Job to Project (BC and PP V24)

The new Microsoft version 24 consists of a major caption change at all levels on the front-end for the term “Job” in Project Management module, where the new term to be used is “Project”.

In alignment with Microsoft, the ProjectPro also has the new caption updated in this application on different pages which includes main list/card page name, field captions and tooltips.

Enhancement- New Field on Work Types List

A new field “Type” has been created on the Work Types list. This field will show a drop-down list with options as: Regular, Overtime, Other

By default, Regular will be updated while creating a new line.

Enhancement- Correction on PP Reports - Progress Payment, Progress Billing

The missing details and the alignment are now updated on the Progress Payment and Progress Billing reports.

Enhancement- Dimension Flow Priority on Project Journal.

(a) If “Enable to Flow Dimension from Project Card” is enabled on General fast tab of Projects Setup, then below priority will follow for dimension flow on the project journal:

• 1st priority is given to the Job/Project Tasks.


• 2nd priority is given to Job/Project Card.


• 3rd priority is given to the Master (Item, Resource, G/L).


• 4th priority is given to the Location.

(b) If “Enable to Flow Dimension from Project Card” is disabled, then Business Central Standard process is followed for dimension flow on the project journals.

Enhancement- Copy Project Function - Carry Over APO Links to New Project

The APO Links are now carried over the new job/project when “Copy Project” function is used.

Enhancement- Events Required for Converting Master Job's Lines to Change Order on Progress Billing

The development completed for dependency app and there is no changes in Project Pro. New events has been added, which allows to manually update/change the “Change Order” field on the progress billing lines.

Enhancement - Round Values on Percent of Completion Report

The Percent of Completion report now has the option to see the nearest rounded values.

Enhancement – Actual vs Budget Quantity by Task Report Enhancements

The Act. Vs Bud. Qty by Task report has now been updated with a tooltip on actions buttons. The report has an enhanced format with the details.

Enhancement - Fields "Actual Units Complete" and "Forecast Type" on Project Card

The Act. Vs Bud. Qty by Task report has now been updated with a tooltip on actions buttons. The report has an enhanced format with the details.

• The “Actual Units Complete” field now allows decimal values as well.


• “Forecast Type” field has been made Obsolete.

Hot Fix – Update "Estimated Cost to Complete" for Forecast Method "Job Forecast by Task Totals" (Contract Forecast Date)

In cases where no Usage has been posted against a Project as well as no Invoicing has been done, you can still modify the “Estimated Cost to Complete” field on the Project Forecast Worksheet page when the Forecast Method is set to “Project Forecast by task Total”.

Enhancement - Alert Message for Time Sheet Nos. upon Submission

If “Time Sheet No.” does not have any value on the Resource Setup, then message on the time of submission is changed.

Task – Obsolete "Calc Payable Retention Before Tax" & "Calc Receivable Retention Before Tax" on Projects Setup

The following 2 fields on the Project Setup has been Obsolete as they were not in use:

Enhancement - Purchase Retention Invoice for Fixed Retention Code

After enabling the “Retention Document” Boolean on the Purchase Invoice, the system allows you to select Project No.

The “Get Retention” action button now filters out the Retention entries on the said page.

You can select any Retention code under the “Retention Payable Ledger” on the Projects Setup other than “RETENTION” but to a user-specific code, like “RET AP.”

Enhancement - Copy Notes to Project when converted from Quote

When we create a Job/Project from a Quote, the Notes added will get carried over to the Project/Job.

Hot Fix - Copy Project Function - Validate the "Margin %" field on the Projects List

The “Copy Project” function now does not copy the “Marin %” value to the new project created.

Hot Fix - Aged A/R with Retention Report - Retention Total with Global Dimensions Filter

The Aged A/R with Retention report now shows the correct value for Retention column with Dimensions filter.