Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 1 (BC24) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Usability improves for service and projects:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/usability-improves-service-projects?wt.mc_id=DX-MVP-5004336
Productivity increases when processes are easy, so we’ve improved the usability of several areas within project and service management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.
Based on feedback from customers, Microsoft has made it easier to complete several business processes in service management and accounting.
Let’s see more details.
1. The PowerBI and Project Details FactBoxes are available on the Project List page, so you can access project details from the list. The Power BI content that’s currently available isn’t changed.
Power BI: Business Central 2022 wave 2 (BC21) new features: Rely on personalization to show or hide Power BI parts on lists (New Power BI FactBox)
Project Details:
PS: In previous versions there was only Job Details – WIP/Recognition factbox.
2. The Item Reference No. field is available on the following tables and pages:
- table 5902 Service Line
- page 5934 Service Invoice Subform
- page 5936 Service Credit Memo Subform
- page 5906 Service Item Worksheet
- page 5905 Service Lines
Note
The lookup shows only item references with the reference type blank, but validation also recognizes the reference type Barcode. This is similar to sales and purchase documents.
3. To give you better insight into the services you’re providing to your customers, you can add more columns to service documents:
- Quote No. on posted services documents, such as posted service credit memos and invoices.
- Bill-to Name and Sell-to Name fields are available in the service contract list.
- External Document No. in service documents, service orders, credit memos, invoices, quotes, posted service invoices, shipments, credit memos, and service ledger entries. This data is passed to general ledger entries. If an external document number isn’t specified, Business Central uses the original service document number when you post to the general ledger.
Note
The External Document No. already exists in the Norwegian localization, so it will stay in the local range. For other localizations, the field is added to the W1 range.
Also, you can add the External Document No. or Your reference columns to the project list.
Small update, but it makes life easier. Give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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