KUMAVISION project#
See also the following ChangeLogs#
27.1.4850.0 - 2025-11-27#
Hotfix
- Type of a budget line must not be changed if entries or other references are existing (#16033, PSA-3717)
For improved data security: The type of a project budget line (e.g., resource or item) cannot be changed if there are existing entries or documents linked to that budget line. - CTC-card creating by function is not using dimension priority (#16034, PSA-3728)
- old price calculation: purchase price page is still available even if the new price list active (#16070, PSA-3726)
- project location code into wbs-line (#16072, PSA-3743)
Transfer the location code of the project card into new wbs-lines. - Rolling planning - fast distribution on budget line level - keep total qty = 1 - some problems (#16135, PSA-3406)
- Hours with decimal places in new grafic on time tracking role center (#16170, PSA-3776)
Technical development improvement - Error by deleting Purchase Order No. in Guarantee (#16181, PSA-3780)
Technical development improvement - update existing sales quote by wbs-function - deletes all sales quote lines (#16184, PSA-3778)
Using the WBS function ‘Create Sales Document’ to update a sales quote deletes all existing lines and does not restore them. - Stabilization of the function "create sales document" by customer selection (#16206, PSA-3784)
Improve stability in the WBS function “Create Sales Document,” we have added a customer selection option on the request page. This feature is only relevant when customers are specified on WBS lines or project budget lines; otherwise, it has no impact. If customers are present on WBS lines or project budget lines, you must select one of these customers for the new sales document. Only WBS lines or budget lines associated with the selected customer will be included. The selection list contains only customers used in the WBS. By default, the option “Project Customer” is preselected, which creates the sales document for the customer defined on the project card. - changing the date without accepting the request causes date inconsistencies in distribution entries (#16229, PSA-3788)
- Add Event for assign Job No. to Job from Main Job Line (#16230, PSA-3793)
- Create project budget line from sales document by expanding the project template - Not Billable handling (#16253, PSA-3813)
Create WBS line from sales document: If the WBS line is linked to a project template and the template line is configured to automatically expand the template budget lines, an error occurred due to the not-billable setting.
Change
- calender week in ctc-calender (#15966, PSA-3644)
For better usability: The calendar on the CTC card now displays the week number. - copy wbs function - "only structure" must not include "include budget entries" (#16025, PSA-3736)
If ‘Copy Structure Only’ is enabled in the Copy-WBS function, the ‘Copy Budget Entries’ option is unavailable, since budget values should not be copied in this case. - Extended Resource Capacity Plan (#16045, PSA-337)
The existing resource capacity plan has been enhanced with additional information displayed in fact boxes. New resource planning options are now available, allowing you to assign resources to a WBS line using key data such as capacity and utilization percentage. - Init dimension priority defaults - for source code ZDE (#16046, PSA-3734)
Initialize dimension priorities is now working for the source code which is defined for the time registration - Project entry of type sale posted by G/L journal should be without unit cost (#16080, PSA-3633)
When posting a project entry of type ‘Sale’ through the G/L journal, no unit cost should be applied - Correct posted project evaluation: check on posting period and existing deactivation (#16081, PSA-3651)
he ‘Correct Posted Project Evaluation’ function validates the posting period and checks for existing deactivation. - fixed invoicing-% on project budget line (#16086, PSA-3725)
The “Invoicing-%” field on a project budget line allows you to define an invoicing percentage for that line (applicable only when the invoicing type is Time & Material). This percentage ensures that the difference between the quantity and the invoicing quantity is fixed—not only on the budget line but also in time registration (CTC line, time ledger entry, and project ledger entry). Additionally, a new flag on the budget line can be used to keep the invoicing percentage fixed at 100%, even if the invoicing quantity changes. In this case, the time registration process maintains a 1:1 relationship between quantity and invoicing quantity. This new setting is available on both the project template and the project card, allowing you to define the behavior for new budget lines. - Sliding average - unit cost on project budget entry (#16097, PSA-2711)
More information on project budget entries: New field "unit cost" on project budget entry. This is very useful when applying the sliding unit cost function. - Change project dimension - request to the user only if there are ledger entries existing or documents existing (#16100, PSA-3745)
For better usability: When a dimension on a project is changed, the corresponding dimensions in the WBS are updated automatically. If there are documents or ledger entries linked to the project, the user will be prompted to confirm whether the WBS dimensions should also be updated. - Invoice suggestion - avoid preparation of new sales invoice or existing sales order if invoice amount = 0 (#16101, PSA-3741)
It doesn’t make sense to issue an invoice for zero amount. - DHX - graphical wbs-planner (#16169, PSA-3018)
A grafical wbs-planner is now available. It can be startet in the wbs-scheduling page. The wbs-scheduling page is the buffer to the grafical wbs-planer. All date changings are written into the "planned starting date" and "planned ending date" fields. With "accept planning" the planned dates are transfered into the wbs starting / ending fields. - German caption "Proj.-Zeitposten" to "Projektzeitposten" (#16174, PSA-3775)
To improve readability for humans and AI. - enlarge field length of URL fields to 255 - new field (#16199, PSA-3713)
Technical development improvement. - New Video - CTC-Time recording - integration in product videos (#16226, PSA-3770)
Please search for ‘product videos’ to view the product videos from Microsoft and KUMAVISION. - New Video "Invoice Suggestion" to be integrated (#16227, PSA-3769)
Please search for ‘product videos’ to view the product videos from Microsoft and KUMAVISION.
27.1.4771.0 - 2025-11-17#
Hotfix
- In the current month, distribution reduces the total planned quantity for actual (IST) postings. (#16152, PSA-3771)
27.1.4760.0 - 2025-11-14#
Hotfix
- Missing project entries in G/L register for sales invoice postings (#15904, PSA-3659)
- Invoicing Quantity not updated from Actual Values in Distribution Entry (#15920, PSA-3667)
- create sales quote to a project without customer only contact (#15952, PSA-3707)
We resolved several issues in the WBS function “Create Sales Quote” to ensure that a sales quote can be generated when the project is linked to a contact without an associated customer. - Test project no. on posting sales and purchase documents - never test on fixed asset (#15956, PSA-3715)
- Use the setting of the start-end-time-test not only on wbs-line but on project too (#15959, PSA-3716)
The setting in the project setup that determines whether an error or only a warning message is shown when changing the start or end date of a WBS line conflicts with the corresponding budget line dates now also applies to the same validation on the project card: checking for conflicts between the project’s start/end dates and the WBS line dates. - error on posting consumption in service orders with bins and project integration (#15960, PSA-3680)
- create wbs by sales lines - select step code is inserting the project no instead of the step code (#15986, PSA-3724)
- project account is not updated in purchase line after changing the product posting group (#16009, PSA-3733)
Change
- Fixed Asset: project integration on budget line level (#15633, PSA-1713)
For fixed assets, it is now possible to specify a particular project budget line for posting. This specific setting overrides the general configuration in the fixed asset setup. - Add indirect permission and activate LinterCop Rule LC0068 (#15883, PSA-3364)
- KVSPSA comment line table is deactive if project controlling is not active (#15914, PSA-3690)
The comments to guarantees are now available in any case. - Open wbs-distribution with budget view even there is no wbs-line existing in active wbs-version (#15918, PSA-3639)
The page “WBS Distribution with Budget View” can now be opened even if no WBS lines exist in the active version. In this case, the page will appear empty due to the missing WBS lines. - Avoid time registration with surcharges if CTC is posting project ledger (#15921, PSA-3689)
When using the surcharge function in time registration, it is necessary to post time ledger entries rather than project entries, as the functionality relies on this process. Therefore, it is not possible to combine a setting in the surcharge table with the option to post project entries in time registration. - project search function in ctc-line - cursor in the middle of the filtered project list (#15953, PSA-3686)
- Permission Extension - D365 jobs view by KVSPSA Basic (#15982, PSA-3635)
- "Sub. Project Lead" in Sum-WBS-Lines (#15985, PSA-3720)
In summary WBS lines, it is now possible to assign a sub-project manager. This sub-project manager is automatically copied to all work package lines within the current WBS block. - Purchase invoice ledger entries - selection of non canceled project ledger entries (#16010, PSA-3688)
External resources can be configured to post time ledger entries, which are then used as purchase invoice ledger entries within the purchase invoice lines. When selecting resource postings for inclusion in a purchase invoice, canceled postings must be excluded. - [Event Request] OnBeforeHandleJobPlanDimensions - Purchase Line (#16029, PSA-3738)
- Permissions are not correct in "KVSPSAJOBEVALEDIT" (#16109, PSA-3709)
- Event Request - project evaluation function (#16112, PSA-3754)
- Test on existing sales line by chaning the customer on wbs-line / budget line (#16121, PSA-3751)
The customer assigned to a WBS-line or project budget line can only be changed if no sales document line is linked to that WBS-line or budget line. - project ledger entry - Index (#16122, PSA-3759)
27.0.4677.0 - 2025-10-31#
Hotfix
- Explode Bloc in WBS - Phase/task/step code in Begin-total line not correct (#15795, PSA-3629)
Some improvements in the function "explode bloc" (from template) into a wbs. - Sales price on project ledger entry is not correct by using the "including VAT" flag but without any VAT (#15857, PSA-3676)
Sales invoice using the "sales price including VAT"-Flag: The recalculation of the sales price excluding VAT to be used in the project ledger entry was wrong. - Sales price on project ledger entry is not correct by invoice posting using the "including VAT" flag + Currency (#15858, PSA-3678)
For sales invoices using the 'Sales Price Including VAT' flag, the recalculation of the VAT-exclusive sales price for the project ledger entry was incorrect. - sales invoice project ledger has wrong unit cost if the sales invoice has foreign currency (#15862, PSA-3677)
The unit cost in the project ledger entry for a sales invoice was incorrect when the invoice was issued in a foreign currency. - Planning worksheet - project ToDo No. is not filled into purchase line (#15906, PSA-3632)
Create purchase document from planning worksheet - project toDo No. was not transfered into the purchase line.
Change
- Price List - Unit of Measure selection for ResourceGroup (#15785, PSA-2494)
In the price list, the unit is determined by the work type. If no work type is specified in a sales price list, the unit can be selected manually. This functionality is now also available for resource groups. However, please note: the work type remains the key field for defining units and their prices for both resources and resource groups. This behavior differs from item price lines. We recommend using work types whenever possible. - New Setting to define if only external resources can be used in purchase (#15799, PSA-3642)
New setting in project setup, to define if only external resources can be used in purchase lines. With this changing we allow the BC-Standard-process to insert every kind of resource into a purchase line. - Some improvements to the batch KVSPSAInvCurrJobTimeEntry (5025887) (#15877, PSA-3647)
Some technical improvement regarding the existing batch. - Change description on project ledger entry in invoice suggestion (#15878, PSA-3606)
Changing the description on project ledger entry level in an invoice suggestion line will transfer this changed description into the project ledger entry even if the invoice suggesion line is deleted. This is the same as invoice qty. - Create project with template - prevent resetting the dimension value posting (#15882, PSA-3682)
More stability in the dimension setting coming from project template and from other sources. Process: create project by template. - Rename Double Captions (#15886, PSA-3685)
Some tables contained duplicate German field captions. - New setting to allow sales invoice with different currency to the project invoice currency (#15895, PSA-3683)
A new setting in the project setup allows you to specify whether a project can be invoiced in a currency different from the project invoice currency. - enlarge field length of URL fields to 255 - set old field to pending (#15916, PSA-3660)
- Event Request OnBeforeCheckJobBilltoCust (#15983, PSA-3729)
Technical Development Improvement
27.0.4581.0 - 2025-10-17#
Hotfix
- Invoice QTY must not be >0 in budget line if QTY=0 and invoiceQTY% =0 (#15692, PSA-3599)
Logical checks have been added to the project budget line to prevent inconsistent data entries. - Change test on budget line customer in payment plan (#15719, PSA-3623)
Prevent the creation of a payment plan for a WBS line if its associated budget lines have a different customer than the WBS line itself. - IC Partner in project template not only on work package lines (#15738, PSA-3564)
Project templates now support defining an intercompany partner on all types of WBS lines—not just on work package lines. - Resource Planer does not show the schedule Plan (#15755, PSA-3631)
Technical development improvement. - Sales price on project ledger entry is not correct by part invoice posting using the "including VAT" flag (#15843, PSA-3634)
Posting a partial invoice for a sales order with prices set to “including VAT” resulted in incorrect sales prices in the project ledger entries due to an erroneous recalculation from the VAT-inclusive sales price. - Improvement of automatic explode work package BOM (#15873, PSA-3576)
Technical development improvement.
Change
- Change "Bill-to address" field length to BC-Standard field length (#15359, PSA-3490)
The Fields Name and Address are increase to field length 100. - Set visibility for project banking fields and functions (usability) (#15639, PSA-3585)
With a new setup field in KUMAVISION module setup it is possible to switch the project banking to visible or false. Attention: if you are using the project banking it could be necessary to switch the new setting field to ON to see your project banking again. - create warehouse receive in purchase order - error message about missing project task no. - use new BC-Event (#15675, PSA-3166)
Technical development enhancements to align the BC standard with Project365. - Open budgetline card by function from page KVSPSAChangeStatusProjBudget (5025921, List) (#15682, PSA-3570)
New function in page "Change Project Budget Status" to open the project budget line card. - remaining quantiy in ctc-line for project budget lines with fixed budget (#15691, PSA-3565)
Time recording on the CTC card is now more flexible. If a project is subject to time budget restrictions, and the quantity to be allocated exceeds the remaining quantity of a budget line, only the remaining quantity will be automatically filled in the CTC line. - Add Setup for set strict filter on job budget in time recording (#15697, PSA-3610)
In time recording at the project budget level, users can remove the resource filter to allow posting on budget lines assigned to other resources. With the new setting field 'Strict Budget Task Filter', this behavior can be restricted—when enabled, users are only allowed to post on their own budget lines. - Chart in time-recording RoleCenter (#15705, PSA-3263)
A new chart has been added to the Time Recording Role Center to display the daily status for the current week. It shows the remaining daily capacity, posted time quantity, absence quantity, and the resulting time still to be posted. - Fill Resource Administration by resource team (#15707, PSA-3607)
Use resource teams within resource administration. This enables an indirect use of resource teams for administrative tasks related to resource management. - Remove Sales line calculation BOM Table (#15711, PSA-2609)
Sales line calculation BOM is not supported since BC25.2 and is now removed. - Change Work Package in sales line even if the status is >OPEN (#15729, PSA-3625)
Sales lines now offer greater flexibility. Work packages can be modified even after the sales document has been released. However, if the work type is changed in a resource sales line, the user will be prompted to confirm the change due to potential adjustments in the sales price and sales unit. - Some functions into scope-repeater of the wbs-page (#15736, PSA-3615)
- Some changings in English Captions (#15740, PSA-3624)
- double reservation entries in some cases (#15745, PSA-3138)
This fix prevents duplicate reservation entries from being created in certain processes. - Connecting a project ledger entry to an item project budget line - no work type validation (#15792, PSA-3637)
Technical development improvement - Create wbs from sales document: transfer extended texts only for wbs-lines (#15793, PSA-3638)
Function to create a new wbs from sales document: To avoid errors only the extended texts into wbs-lines and budget lines are transfered into a new wbs. - German Caption on project card (#15815, PSA-3640)
- "KBA Not billable" integration in project budget (#15854, PSA-3495)
- Check Registration of Rolling Planing when activate Modul and usage (#15855, PSA-3679)