Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 2 (BC25) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Add extended text to project planning lines:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/add-extended-text-project-planning-lines?wt.mc_id=DX-MVP-5004336
Add detailed, customized information to project planning lines for items, resources, standard text, and general ledger accounts. You can use extended text to communicate information about special prices, terms, or instructions for your projects with your customers, vendors, and employees.
You can extend the description for items, general ledger accounts, and resources by adding extra lines as extended text on purchase and sales documents. More details: Dynamics 365 Business Central: How to add Extended Text (Extend the description for items, stock-keeping units, general ledger accounts, and resources)
And in Business Central 2022 wave 2 (BC21), Microsoft adds Extended text functionality for VAT clauses. More details: Business Central 2022 wave 2 (BC21): Extended text functionality for VAT clauses
With this wave (BC25), you can add extra lines on project planning lines. You can have multiple extended texts, and automatically or manually add them to documents using criteria that gives you an extra capability to communicate important information to customers, vendors, and employees.
Let’s look at a simple example.
Open the card for an item that you want to add extended text to, and then choose the Extended Text action.
Choose New.
Fill in the Description field, then in the Text field, write the extended text. (If you want to apply extended text only for projects in a specific language, fill in the Language Code field. To use all language codes, select the All Language Codes checkbox)
Select the relevant checkboxes for the document types where you want the extended text printed. To include projects, select Projects on the Sales FastTab.
Open a project, and then choose a project task with a line for an item that has extended text.
Select the line, and then choose the Insert Ext. Text action.
Extended texts you have defined will be automatically added as Text type.
Test video:
Great, give it a try!!!😁
PS: In addition to Item, it also applies to Resource and G/L Account types. For example,
END
Hope this will help.
Thanks for reading.
ZHU
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