KUMAVISION project#

25.2.2695.0 - 2024-12-16#

Hotfix

Transferfield from salesDocTextTempl into SalesDocumentText is not working because of wrong field-ID (#12312, PSA-2389)
The error to the user is by opening / creating a new sales document text (in Sales document header or line), if there is a sales document text template existing to this document type (quote, order etc.).
If the setting field Return shipments to inventory is not set, the project ledger entry is not posted (#12597, PSA-2475)
Posting an item back from project to stock by negative project journal line causes a problem if the setting field "return shipments to project inventory" is set to FALSE: Only the item ledger is posted but not the project ledger.
Rounding precision in "project budget entry" field "Sales Amount" (#12637, PSA-2496)
Technical Development Improvement, by changing the rounding precision in project budget line sales amount calculation
Service Resource from project template via sales document into project budget line (#12649, PSA-2498)
Some improvements by using a service resource in project template, transfer this to the sales document and creating the project budget line.
Update of profit fields in wbs sum lines (#12687, PSA-2515)
The update of the profit fields in wbs-sum lines was not reliable
create invoice suggestion for wbs-line - don't check on blocked work package (#12690, PSA-2517)
The blocking in the work package table is only for the creation of new wbs-lines and not for the using of existing wbs-lines. Wbs-lines with blocked work packages can be used for usage and for sales postings, but it is not possible to create new wbs-line with a blocked work package.
create new ressource planning entry by using existing planning entry - don't copy absence code (#12799, PSA-2527)
Creating a new resource planning entry by starting from an existing one is a copy process in the background. And in this copy the field absence code must not be copied. Because starting from a resource planning entry representing an absence whould cause another new absence. New absence must be created by the absence registering.
Recalc auto activity code in wbs-copy function (#12801, PSA-2576)
Some improvements in the wbs-copy function regarding the activity codes.
Dimensions on time sheet line (#12802, PSA-2545)
Fix some dimension issues in time sheet lines by copy time sheet lines from the last sheet into the current sheet.
Non-deductible VAT on Balance Account posting in recurring general journal (#12820, PSA-2338)
Support non-deductible VAT on Balance Account posting in recurring general journal
create project budget lines from sales document - missing qty if the sales line has been created from project template (#12834, PSA-2560)
Creating sales line by project template on budget-line level, creating wbs from sales document. The qty of the sales line has to be transfered into the new project budget lines and not the qty of the template.
project budget line purchase commitment on G/L Account lines - don't reduce commitment by shipment (#12857, PSA-2606)
If a purchase line with type = G/L account is posted as receipt there is no project ledger posted. Because of this the purchase commitment for this purchase lines must not be reduced by a receipt.
set bill-to customer in budget line to BLANK if sell-to customer is set to BLANK by WBS-function (#12878, PSA-2612)
On project budget line the sell-to customer and bill-to customer must be synchroniced. If the sell-to customer is deleted by a function, the bill-to customer must be deleted too.
project ledger entry has 0 amounts by using a G/L account in G/L Journal with project posting type S (#12988, PSA-2623)
Wrong quantities in rolling planning after change Quantity in Project Budget Line (#13043, PSA-2660)

Change

Project shipment header: Set field length of "Your Reference" to 35 characters (#11163, PSA-1899)
Technical Development Improvement
set work status in wbs-lines by changing a project to status closed (#12629, PSA-2466)
closing a project set all wbs-lines without usage postings to status = cancel. Now all wbs-lines are set to cancel if they don't have any posting (neither usage nor sales). All other wbs-lines which have a usage or sales posting are set to finished.
Total Accounts in project evaluation (template) (#12633, PSA-575)
In evaluation template it is now possible to select "total accounts" in the column "totaling type" if the "source table" is G/L-Account or
unapply posted invoice ledger entries: change request description (#12651, PSA-2501)
The user request was a little bit confusing, we have changed it more readable.
ctc-line canceling - handling of invoicing QTY (#12664, PSA-2513)
In the function "CTC-line-cancel" the invoicing QTY is available to the user in the same way as in the CTC-line.
"Post Batch" not working for automatic release in CTC Time Tracking (#12675, PSA-2353)
Using the batch posting on CTC causes error if there are some not-released CTC-Cards available. Now there is a new release-flag in the batch-posting function to release them automatically. If the flag is not set, the batch is ignoring the unreleased cards. There will be an error if the function can't release a CTC Card.
Add "Invoicing Quantity" in "Project Ledger Entries Preview" (ID 93) (#12695, PSA-2406)
create project by sales document - test on sales document status and possibility to release the sale (#12707, PSA-2458)
It is now possible to release the sales document in the function to create project and wbs from sales document.
Sum WBS is not allowed if Rolling Planning is active (#12711, PSA-518)
The function "sum WBS" is not available if the module "rolling planning" is active.
New Publisher KVSPSAOnBeforeCheckUsedNonDeductibleVAT in table KVSPSANonDeductVATDimSetup (#12745, PSA-2544)
Publisher OnBeforeCheckUsedNonDeductibleVAT in table KVSPSANonDeductVATDimSetup
project journal - German Caption (#12751, PSA-2533)
Use the new official German caption for the project journal.
Add wbs access into scope repeater of the project list (#12752, PSA-2532)
more usability by direct access to the wbs pages from the "scope repeater" in the project list.
German Caption in KVSPSA Job PSP List (5026263, List) (#12753, PSA-2537)
Change a German Caption in the page.
contact no in table Ship-to Address and in table Bill-to Address (#12757, PSA-2539)
Select a responsible person contact in the tables bill-to address and Ship-to Address. The e-mail-Address and the phone no. will be transfered from the contact into the bill-to / ship-to Address.
Project journal lines with line no. zero (#12763, PSA-2555)
Technical Development Improvement
Resource planning request work sheet (#12771, PSA-2526)
New resource planning request worksheet on wbs to create resource planning request for single or multiple wbs-line or project budget line.
Obsolete procedure AppendText in "KVSPSAGeneral Functions PSA" (#12773, PSA-2562)
AppendText in "KVSPSAGeneral Functions PSA" replace by AppendToTextBuilder
warehouse undo type "extended undo" is not supported in project365 (#12793, PSA-2520)
The setting field "undo type" in sales & receivables setup is not supported in project365
Access to function in error message (#12807, PSA-2578)
For more usability: give the user direct access to the function which is in the error text. In this case: if there is not enough "space" (line no.) to insert new bloc into an existing wbs, there is an error message and the recommendation is to use the function to recalc the line numbers of the wbs-line-lines.
Change some menu items on sales invoice page (#12808, PSA-2557)
For more usability.
Set project status back from completed to open incl. flag "closing invoice" (#12809, PSA-2535)
now it is possible to set the project status back from completed to open and don't change the flag "closing invoice". After changing the status from completed to open the status is open and the flag "closing invoice" is TRUE.
Post project evaluation: Function "CopyCalcTrace" runs too long (#12827, PSA-2032)
Deferral Posting in Purchase - how to handle the sales amount and billing of the job ledger entries (#12829, PSA-919)
With a new setting field in project setup it is possible to select the handling of the sales amount and invoicing flag of the project ledger entry by deferral posting in purchase. The new field has 2 Options: "Original project entry" and "deferral entries". With the first option only the original ledger entry has the sales amount and is invoicable. With the second option there are a few of ledger entries with sales amounts and invoicable (depending on the deferral plan).
Contact No. in ship-to address on project card (#12833, PSA-2534)
We have integrated the contact no. to the ship-to adress on the project card in the same way as in sell-to and invoice-to adress. With the contact no. it is possible to select a person contact from the company contact connected to the sell-to customer.
discontinuation of Sales line calculation BOM Table (#12852, PSA-2500)
this old function is never used since BC14.
RPL open PAGE KVSPSAPSP Lines with Budget (5026056, List) - sums are not calculated (#12854, PSA-2608)
Rolling planning: open the PAGE KVSPSAPSP Lines with Budget (5026056, List) - the sums in the sum lines are not calculated automatically.
Rename TAB "project365 rolling planning" into "rolling planing" on page KVSKBAUserSetupCard (5048923) (#12868, PSA-2581)
More legible information on the page
New event on ClosePSPLine function on JobPSPLine table (#13005, PSA-2664)
New Event KVSPSAOnBeforeClosePSPLine in table 5026264 KVSPSAJobPSPLine
Change German Caption of Work package (#13053, PSA-2676)
Rename German Caption for project journal on some fields (#13054, PSA-2665)
German Caption in wbs-function (#13055, PSA-2653)
German Caption for Entry No. in ResPlanningRequestList (#13057, PSA-2638)

25.1.2668.0 - 2024-12-11#

Hotfix

Calculation formula in project budget line field "Commitment (LCY)" is wrong (#12661, PSA-2509)
technical Development Improvement
Some Issues in rolling planning (#12916, PSA-2460)
Fix some issues in rolling planning regarding the sum lines and other values.

Change

Send Invoice plan to cash Flow - send dimensions too (#12830, PSA-2502)

25.1.2435.0 - 2024-11-06#

Hotfix

Transferfield from salesDocTextTempl into SalesDocumentText is not working because of wrong field-ID (#12312, PSA-2389)
Technical Improvement.
Table "KVSPSASL-Calculation BOM" and Archive not match in Fields (#12381, PSA-2390)
Technical Development Improvement
changing the QTY in project budget line can cause an error (#12437, PSA-2431)
Technical development improvements
Direct Invoicing for "on Cost" with different resource sales-prices (#12441, PSA-2430)
In some cases the creating of direct invoices for "bill&material - on cost" by invoice suggestion can skip some project ledger entries if there are project ledger entries of the same resource to the same budget line but with different sales prices.
In WBS-Lines the sum for field "sales amount remaining" is missing (#12485, PSA-2441)
Missing IsTemporary causes error by starting the role Center (#12534, PSA-2465)
Technical development improvement
Explode Block in wbs - issue in combination with rolling planning and sales price list with factor (#12546, PSA-2463)
Avoid Error by function "Explode Block" in combination with "rolling planning" + sales price with "cost factor"
Transfer project budget line (with QTY) causes error about existing project budget ledger entry (#12577, PSA-2462)
Intercomany Transfer of a project into an other company can cause an error if a project budget line including quantiy has to be transfered too.
calculate work days in project budget line with start date + end date + base calendar some improvements (#12589, PSA-2470)
In some cases in the project budget line not the "working days" have been calculated but the end date has been changed by using the "working days" of the wbs-line. Now the field "working days" is calculated using the "starting date" and the calendar of the resource in the project budget line.
German translation mistake, missing "s" in "resource planning setup" field “Resource absence project name” (#12608, PSA-2485)
Translation mistake, missing s in resource planning Setup “Resource absence project name” in german
recreation of sales lines - how to handle existing manual extended text - Part 2 (#12619, PSA-2486)
In some cases it was not possible to change important fields on sales header which causes a recreation of the existing sales lines. Because of an error by recreating the sales line extended text if one of the sales line is getting a new line number.
Service Resource - Question after changing the unit price should only appear by service resources (#12627, PSA-2492)

Change

Service Packages in project budget lines - change quantity only by function (#12404, PSA-2191)
Because of the automatic setting of the fields quantity and sales quantity in project budget lines which are connected to a "service package"-resource, these 2 quantity fields can't be changed manually in the project budget line if it is connected to a service resource. This can only be done by a function called "Service Package Quantity". Only the invoicing Qty can be changed, the field quantity is automatically calculated.
unapply posted invoice ledger entries: Use unapplied description instead of Description (#12425, PSA-2411)
Unapply a posted invoice ledger by function: the comment of this action is no more in the field description but in the new field "unapplied description"
Transfer sales quote lines to an existing order: only if quote status=released and order status=open. (#12448, PSA-2401)
Function in sales quote "append sales order (project)" can only be used if the sales quote is on status=released and the target sales order is on status=open.
Check on usage by deleting a work package - Table KVSPSAWork Package (5026269) (#12450, PSA-2433)
It is no more possible to delete a work package if it is used in a wbs-line or in a project posting (existing project ledger entries).
Add new Events to handle Reservation Entries in JobShipmentLineReserve (#12470, PSA-2439)
Technical Development Improvements. Add Events to codeunit 5025918 KVSPSAJobShipmentLineReserve: KVSPSAOnBeforeJobJournalLineTestFieldsOnTransferJobShpLineToJobJnlLine KVSPSAOnBeforeOldReservationEntryTestFieldsOnTransferJobShpLineToJobJnlLine KVSPSAOnAfterFilterReservFor
Rename a MenuItem in posted evaluation list (#12497, PSA-2434)
A smal correction of the label to a menu item in posted project measurements.
change field "original budget" into folder "general" (#12498, PSA-2442)
The field "original budget" on the wbs-header (only visible by active rolling planning), has been move into the register "General". This is more logical because all other version releated fields are there too.
wrong German Caption in InfoBox "Project documents" (#12499, PSA-2447)
Evaluation Books - field check of Measurement template vs. Measurement base (#12500, PSA-2435)
On evaluation book the fields "measurement template" and "measurement base" are in relation now. If "measurement template is YES, the "measurement base" must be "template" (and is set automatically to this value).
Hide unusable Standard report Job Analysis (1008) (#12501, PSA-2452)
Some BC-Standard project-controling-reports are unusable in project365 because we are using our own wbs-structure. To avoid misunderstandings we have deactivated this reports by a user-message
Fill HR-Cockpit by WebService (#12505, PSA-2438)
Technical Development Improvement, to enable to filling of the HR-Cockpit by a web-service
Transfer Extended Texts from WBS into sales line by manual connection and by creating direct invoice (#12506, PSA-2405)
The extended text of a wbs-line / project budget line is transfered into a sales line by the wbs-function "create sales document. new: - If a sales line is created manually and is connected manually to a wbs-line / project budget line (function "get WP") the extended text are transfered too. - if a direct invoice line is created by the invoice suggestion the extended text are transfered too.
Function to update the sales line qty if the rest qty is not enough after preparing the invoice ledger (#12525, PSA-2428)
Example: Sales order line has to be invoice by "on Cost" (time&material). The Quantity in the sales line is 50, 20 has been posted, only 30 is still left to be invoiced. The user is clicking into the project invoice ledger and is adding some project ledger entries to be invoiced, the sum of these entries is 35. After closing the invoice ledger entry page the user gets a message about the quantity conflict: 35 to be invoiced only 30 rest and if the quantity of the sales line has to be updated automatically to 55. By Clicking to Yes, the sales line is automatically updated to 55. And it is possible to invoice the 35
Status in project template line (#12554, PSA-2444)
New field "status" in project template line. In combination with the status field on project template header this field can define the status of a new wbs-line. Status can be: Quote or Open.
IC-Transfer of new wbs-version (#12556, PSA-2455)
Transfer a new active wbs-version into a intercompany partner. In the intercompany partner the project is marked to restart the IC-Review. After the IC-review the new wbs-version is active in the intercompany partner too. In the sending company the IC-protocol of the project is filled with the wbs-version.
German Caption of Entry No. in project budget enries is wrong (#12571, PSA-2461)
deactivate unusable BC-standard project reports (#12574, PSA-2453)
Some BC-Standard project-controling-reports are unusable in project365 because we are using our own wbs-structure. To avoid misunderstandings we have deactivated this reports by a user-message
Archiving project - German Captions wrong (#12587, PSA-2474)
Function "allocate to dates" is using the same periode type as rolling planing does (#12592, PSA-14)
Rolling Planing: The project function "allocate to dates" is using the same periode type (for example week oder month) as the rolling planning is using for the project budget line.
Integration Event for Performance Resource in Continia Expense Bridge (#12604, PSA-2488)
Technical Development Improvement
German field Caption in wbs-function "create purchase document" (#12624, PSA-2482)
KVSPSATo-Do Navigate (5025907, List) - Change Caption / description (#12628, PSA-2483)

25.0.2300.0 - 2024-10-17#

Change

General performance and stability improvements.

25.0.2295.0 - 2024-10-16#

Hotfix

wbs-line Purchase commitment on G/L Account lines - don't reduce commitment by receipt (#12138, PSA-2335)
If a purchase line with type = G/L Account has been posted as a receipt, the purchase commitment in the project has been changed. This was not correct because the project ledger is not created by the receipt but by the invoice. The purchase commitment to G/L accounts has to be changed only by posting the invoice.
check on invoicing quantity in project journal if work type has different invoicing unit (#12146, PSA-2342)
If the test on different QTY vs. Invoicing-QTY is active, the test failed in the project journal if the work type has a different invoicing unit. For example: 8 hours = 1 day.
create wbs by sales document: "Fixed Sales Budget when Ordering" is blocking the creating of the budget lines (#12158, PSA-2274)
Creating a wbs by function from sales order is working even if the flag “Fixed Sales Budget when Ordering" is set in the projects setup. But only if the level is on wbs-line. If there are some budget line to be created, the error of the fixec sales budget is stopping the process.
project ledger entry dimension correction - error message in job qeue log entry even if the correction was successful (#12184, PSA-2325)
Technical improvement in the function to change the dimensions in project ledger entries.
Budgeted price WBS (LCY) in "budget vs. actual" on project list shows the sum of all WBS-versions of the project (#12209, PSA-2356)
Technical improvement. Filter on active version was missing.
Update project customer with new customer after creating the Customer from contact (in contact card) (#12249, PSA-2359)
Fix error RPL (#12294, PSA-2387)
Missing value update after initial planning by wizard.
Transferfield from salesDocTextTempl into SalesDocumentText is not working because of wrong field-ID (#12312, PSA-2389)
Technical Improvement.
Option "Same To-Do No." not available in "New Version Report Options" (#12340, PSA-2386)
Avoid wrong setting: hide the flag "Same to-do No." in the rolling planning setup "new version report options", and use this flag with TRUE by default.
Check on sales line .Unit of measure vs. invoicing ledger entry. Unit of measure is blocking the inv (#12371, PSA-2399)
If the test on sales line qty vs. invoice ledger entry qty is set to TRUE, the posting of a sales invoice can fail because of a wrong test if the unit of measure in the sales lines is different to unit of measure in the invoice ledger entries.
G/L split posting - missing project ledger entry in the G/L register if the second journal line was (#12388, PSA-2320)
Split posting in G/L Journal: first line is without a project connection, second line has the project connection. The project ledger entry has been posted but it was missing in the G/L register.
BC25: Price priority in purchase (#12406, PSA-2421)

Change

Call correct project Time Journal from projectTimeJournalBatch if user has the permission to do this (#12049, PSA-2201)
Technical improvement for more usability.
Improve AllowPostingInvDiffQtyErr Error Message (#12057, PSA-2313)
More information in error message for more usability.
Call JobTimeJournal from JobTimeJournalBatch shows the wrong batch name in the journal header (#12066, PSA-2304)
Technical improvement for more usability.
Change the menu to call the card in page KVSPSAJob Eval. Template List (5025990, List) (#12068, PSA-2251)
More usability in project evaluation list.
Payment plan on wbs-line-level: source wbs-line is the default for target wbs-line even if the sourc (#12069, PSA-2266)
Payment plan level = wbs-line. create new payment line to source-wbs-line 1, the target wbs-line (for the income) is wbs-line by default. If the source-wbs-line is now changed the target wbs-line will be changed too. Only if the target has been changed to another wbs-line it will be fixed. For example: source-wbs-line = 1, target-wbs-line has been changed manually to wbs-line 5, if the source is changed to 3 the source will still be 5 because this was a manually changing by the user.
Report - Res. Capacity CTC Time tracking - only posted CTC card are done (#12076, PSA-2276)
In this controlling report only the working days without a posted ctc-card are listed. In the former version the day was not listed if the ctc-card was posted OR released. Only a release of a ctc-card is now no more valid.
HR Fieldsetting - Initials Check (Abbreviation check) to required (#12082, PSA-2060)
In HR Cockpit the field "abbreviation code" is mandatory now. Because this code is used to create the time journal batch name to the user.
update project account no - no error by missing resource but list them on the report (#12088, PSA-2164)
The job to upgrade the project account no in several tables (for example project ledger entries) is more userfriendly regarding the error case of a missing resource. If there is a resource missing to find the project account, there will be no more break by an error, but there will be an information in the print out.
Archive of closed projects (#12102, PSA-1692)
Archive your closed projects manually or by automation (during the status change to close). The archived projects are not listed any more in the active projects but in a new filterd overview. The project table is still the same so the controlling can find them even if they are archived.
enable the function "Unapply entries" on the "posted invoice entry"-page for selected entries (and not only for the current entry) (#12104, PSA-2208)
Resource planning - the "change planning" function in a blank planning overview shows a wrong planning (#12116, PSA-2196)
Technical Improvement for more usability.
Field "Efficency Date" in purchase line pages (#12122, PSA-2323)
Field "efficency date" can be used in purchase lines to define a different date from the posting date.
Using DataAccessIntent = ReadOnly at query (#12143, PSA-2138)
Technical Development Improvement
HR Cockpit function "Transfer Data" on HR Cockpit list for selected entries (#12156, PSA-2210)
Now it is possible to create or update more then only 1 employee by the HR-cockpit.
Add My Purchase Project Documents and My Sales Project Documents as Cues (#12180, PSA-2350)
In the project Role Center the user can see the purchase documents and sales document (in 2 new Cues) which are connected to "his" projects (projects to be responsible for).
All functions to create new project entries with budget line connection has to use the billable field (#12182, PSA-2300)
Technical improvement to be sure the invoicing setting of a different project budget line will be used (for example: change the project ledger entry to another budget line).
change some english captions (#12205, PSA-2361)
"To-Do Search" for not active versions (#12207, PSA-2355)
The function "find budget line activity" is searching by "line activity no." (to-do No.), only in active wbs-versions. Sometimes it is necessary to include the NON-active versions, for this a new flag "include non-active WBS-versions" is on the search function
Insert new fields in user setup of rolling planning into the user setup card (#12220, PSA-2327)
New setting fields for the rolling planning module are available on user setup list and card. Only visible if the module is active in KUMAVISION module setup.
OnInsert JobAccountEntries - Missing values in SingleInstance (#12222, PSA-2369)
Technical development improvement
sales prepayment excludes advance payment to the same job (#12239, PSA-1426)
WBS-line Customer not added into Project Contacts (#12255, PSA-2365)
The project customer is inserted automatically into the project contact table. In the same way the customer of wbs-lines and project budget lines are inserted too.
New function to select work package for marked project journal lines (#12271, PSA-2287)
In the project journal the selection of a work package (wbs-line) can be done for selected lines.
change some German Captions in Module Setup (#12272, PSA-2344)
Change some German Captions in the module "Rolling Planning" (#12273, PSA-2341)
set new fields for rolling planning in project account entry (#12275, PSA-2367)
New rolling-planning-fields for project controlling into the project account entries.
Investigate the access to project customer in purchase line (#12278, PSA-2372)
Technical improvement: Permissions.
set invoicing qty in project budget lines to editable again (#12339, PSA-2394)
Invoicing type for fixed price has wrong caption (#12355, PSA-2403)
For example in wbs-line the field invoicing type has a wrong option values for the "Fixed price" option.
Request of an event on JobBudgetLine table on CheckStatusComplete (#12368, PSA-2382)
Technical Development Improvement. Add Event: KVSPSAOnBeforeCheckStatusComplete in table 5026261 "KVSPSA Job Budget Line"
Change request all Errors raised in this codeunit become ErrorInfo with property Collectible = true. (#12370, PSA-2316)
Technical development improvement.
Blank 0 in page KVSPSACompare PSP / actual (5026277) (#12379, PSA-2410)
For a better readability the value 0 has to be shown as a BLANK space in pages like the compare page.
Hide new unsupported BC-Standard functions on project card/list (#12405, PSA-2415)
Hide bc-standard menu WIP on project card/list (#12413, PSA-2422)
Visability of field "origin budget" only by active forecast in KUMAVISION module setup (#12417, PSA-2418)
Project archive on Role Center (#12421, PSA-2420)
Create purchase document from wbs: wrong option caption for requisition (#12422, PSA-2414)
New Event in PurchasePriceCalculation (#12435, PSA-2397)
Technical Development improvement.