Product Update 26.0.12.34832 for Microsoft Dynamics 365 Business Central

New Feature – Flow of "Detailed Scope of Work" to every Project Class's Project

The Detailed Scope of Work on the Quote card is automatically carried forward to the related Project card when converted from the quote.

It can be accessed on the Project from the “Detailed Scope of Work” action available under the Job section of the ribbon.

This behavior applies irrespective of project classes, ensuring consistent and uniform data flow across all project types.

New Feature – VAT/Tax to be included in Prepayment Credit Memo

The Tax has been included in the case of the Prepayment Credit Memo. If the “Tax Liable” is enabled on the project card, the system will prompt the user to determine whether tax can be included when posting a Prepayment Credit Memo.

Note: The “Tax Area Code” and “Tax Group Code” assigned on the Project card will flow to the Prepayment Invoice/Credit Memo

New Feature – Project No. Series on "Copy Project"

• The “Copy Project” function under the home section of the Projects list ribbon has been renamed to “ProjectPro Copy Project”.
  • The BC standard “Copy Project” can still be accessed from the Actions → Function section of the Projects list ribbon.
• A new option, “Project No. Series”, has been added to the ProjectPro Copy Project function.

• This works only when there is a Relationship No. Series linked to the default no. series for the Project on the Projects Setup, else this field will remain non-editable.

Enhancement – Enhance Commitment Report (14021491)

The following changes have been implemented in the “Project Commitment Report” available on the Subcontract card.

• Lines with blank data will no longer be printed.
• Commitment Report caption change to “Project Commitment Report”.
• Vendor Total is now displayed instead of Total.
• Project Total is now displayed instead of Grand Total.
• A Report Total is now shown at the end of the report.
• The report has been changed to landscape mode.

Enhancement – "Project Task Totals" for "Contract" Project Class

The Project Task Totals now work on the project with Project Class as “Contract”. Since this is the highest level of the project and no values or transactions are created under this project class, every project under this one is counted as a sub-level (including master projects). Hence, only the SubLevel columns will show the values.

Earlier, this used to work only for the Master and the Sub-Level projects.

New Feature – Project Card - Project Setup to default Project's Status to "Planning" instead of "Open".

A new Projects Setup “Enable Default Project Status to Planning” has been added to the General fast tab. If enabled, the default “Status” on the project card when created new, will be set to “Planning” instead of “Open”.

To update the status from “Planning” to “Open”, you can define mandatory fields that should be filled in on the project card to update the status.

To define the mandatory fields for the project card, go to Project Setup → Actions → Mandatory Fields Setup → Project Card.

The mandatory fields list can also be accessed from Global Search. On this, define the Table ID, Field ID, and enable the “Include” to mark it as mandatory

The mandatory fields list can also be accessed from Global Search. On this, define the Table ID, Field ID, and enable the “Include” to mark it as mandatory

Enhancement – Quote Dimensions to Quote Tasks

Any changes/alterations to the dimensions on the Quote card will now be reflected in the Quote Task Lines, like what we have on Projects (BC standard).

This results in a pop-up confirmation message (Y/N) to update the dimension change to task lines.

Enhancement – Progress Payment No. Series

Earlier, a validation inherited from the base ProjectPro system restricted the creation of progress payments. Progress payments could only be created if manual numbering was enabled on the Subcontract Number Series.

The validation has now been removed. You can create progress payments regardless of manual numbering being enabled or disabled on the subcontract number series.

New Feature – Add "Scope of Work" on Subcontracts and on the Subcontract Agreement Report

A new section, “Detailed Scope of Work”, has been added to the Subcontract Card. This section allows you to enter and format free rich-text paragraph content, enabling clear and detailed documentation of the subcontract scope of work directly on the subcontract record.

The “Subcontract Agreement” report has been enhanced to support printing of the Detailed Scope of Work.

During report generation, the system now displays a confirmation pop-up prompting the user to choose whether the scope of work should be included in the printed agreement.

If selected Yes, the Detailed Scope of Work entered on the subcontract card is printed as part of the subcontract agreement. This provides flexibility while ensuring that scope details are included in the report only when required.

Enhancement – Increase Length of “Created By” Field in Cash Flow Worksheet

In the Cash Flow Worksheet, the “Created By” (username) field had a character length limitation, which caused the Cash Flow Worksheet to run. The length of the field has now increased.

Enhancement – Subcontract Process Flow Messages Enhancements

Various messages and captions in the Subcontract process have been enhanced.

Enhancement – Creation of Sub-Level Projects (Non-Master) from Contract Project

Different error messages have been added to the Contract project when you try to create a sub-level project apart from the Master project, see the sample below. This ensures that only the Master project can be created from the Contract project

Additionally, the system also restricts you to manually select the Contract project in the “Sub-Level to Project” field if the Project Class is not a Master project.

New Feature – New Fields for Project Material Planning

New fields have been added for the Project Material Planning module.

Improvement – Project Quote - Print by Line Report - Doubling Total

The “Print by Line” report on quotations has been updated to ensure accurate pricing and correct data representation. The report now evaluates only the appropriate line-level values from the Quote card.

The report logic has been updated to:

• Exclude the End Total line from the calculation.
• Consider only the relevant Posting lines from the Quote card.

• Format of the report has also updated:
  • Header and Footer sections have been revised.
  • Quote Description has been added to the report for better context.
  • Blue lines removed from the lines part.
  • Unnecessary company and customer information has been removed from the second page onwards.

ADO-252

Improvement – Quote Estimation Report - Task Descriptions from APOS

The “Quote Estimation Report” has been enhanced to improve the task descriptions displayed.

• The Task Description is now given priority in the report’s output.

• This applies across all hierarchy levels, regardless of whether “Show Process” or “Show Operation” options are enabled or disabled on the report request page.

• If the Task Line Description is blank, the system will automatically fetch the original Description from APOS to print on the report.

ADO-1206

Improvement – PFW Values must not copy from the Project to its Sub-Level

The values from the “PFW Forecasted Completed Cost” and “Override Forecasted Completed Cost” fields present on the Project Task Lines now will not get copied to any of the sub-levels.

ADO-1214

Improvement – Copy Project Function and Sub-Level to Project No.

The “ProjectPro Copy Project” function now will not copy the “Sub-Level to Project No.” field to the destination project. For this, this will notify you to enter the value manually in case of a sub-level project being created that requires a parent project to be tagged.

ADO-1329

Improvement – Flow of "Draw No." from Subcontract Commitment PO to Progress Payment

The Subcontractor Progress Payment process has been updated to preserve the “Draw No.” from the Subcontract Commitment. When the progress payment process is executed, the system no longer clears Draw No. automatically.

With this change, Draw No. remains unchanged on the Subcontract Commitment and can be updated manually by the user, if required, before posting the invoice to the vendor.

ADO-1090

Hot Fix – Dimensions Conflict on Subcontract

The conflict with project task lines tagged with Shortcut Dimensions and using those tasks on Subcontract lines has been resolved in the following cases:

• Subcontracts created through the Project card/list.
• Subcontracts are created directly from the Subcontracts list.
• Lines added to Subcontract using “Get Project Budget Lines.”
• Lines added manually to the Subcontract.

Additionally, the flow of dimensions from the Subcontract card to the Subcontract Commitment is also in place.

ADO-1382

Improvement – PFW – Total Budget Remaining and Forecasted Variance

The total value of the “Total Budget Remaining” and “Total Forecasted Variance” present on the PFW now gets calculated correctly even when the “Forecast to Include Sub-Level” is disabled on the project card.

ADO-1460

Improvement – Flow of "Project Task Type" and "Totaling" to Project Task Lines from Project Activities

The "Project Task Type" and "Totaling" field values now flow to the Project Task Lines from the Project Activities list.

ADO-1596

Improvement – PO with Negative Quantity and Payment Terms Code

While posting a multiple-line Purchase Order (PO) with one of them having a negative (-ve) quantity, the system made an error under the following conditions. These have been resolved now.

• PO contained a Payment Method Code with Bal. Account No.
• The negative quantity line is taken as the last line in the PO.

ADO-1512

Improvement – Project Journal – Unable to post 0 Price Lines

The Standard BC allows you to post the Project Journal entry with 0 Cost and Price. Earlier, ProjectPro allowed you to post a project journal entry only with 0 Cost, but not with both Cost and Price as 0. This is now feasible in ProjectPro as well, just like the Standard BC.

ADO-1658

Hot Fix – Dimension Conflict on Creating Change Order Quote

If the dimensions were already present on the Customer card and Project card, the system gave an error while creating a “Change Order Quote” from the Project card.

The dimension flow logic has been corrected as follows:

• Priority is given to the Project Card dimensions. If dimensions exist on the Project Card, those dimensions are used while creating the Change Order Quote.

• If Project Card dimensions are blank, the system will automatically pick dimensions from the Customer Card (if available).