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What's new April 2021 - Project Operations for resource/non-stocked based scenarios

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Applies To: Project Operations for resource/non-stocked based scenarios

This article applies to the following Dynamics 365 Project Operations components and versions:

  • Project Operations on Dataverse environment version 4.9.0.221
  • Project management and accounting in Dynamics 365 Finance environment version 10.0.17

Features included in this release

The following features are included in this release:

Project Operations dual-write maps updates

The following list shows the dual-write maps that have been modified or added in the Project Operations April 2021 release.

Entity map Updated version Comments
Project Operations integration actuals (msdyn_actuals) 1.0.0.14 Map modified to synchronize material project actuals.
Project Operations integration entity for expense estimates (msdyn_estimateslines) 1.0.0.2 Added project contract line sync to finance and operations apps for task-based billing support.
Project Operations integration entity for hour estimates (msdyn_resourceassignments) 1.0.0.5 Added project contract line sync to finance and operations apps for task-based billing support.
Project Operations integration table for material estimates (msdyn_estimatelines) 1.0.0.0 New table map to synchronize material estimates from Dataverse to finance and operations apps.
Project Operations integration project vendor invoice export entity (msdyn_projectvendorinvoices) 1.0.0.0 New table map to synchronize vendor invoice headers from finance and operations apps to Dataverse.
Project Operations integration project vendor invoice line export entity (msdyn_projectvendorinvoicelines) 1.0.0.0 New table map to synchronize vendor invoice lines from finance and operations apps to Dataverse.

You should always run the latest version of the map in your environment and enable all related table maps as you update your Project Operations Dataverse solution and finance and operations solution version. Certain features and capabilities might not work correctly if the latest version of the map is not activated. You can see the active version of the map in the Version column on the Dual-write page. You can activate a new version of the map by selecting Table map versions, selecting the latest version, and then saving the selected version. If you have customized an out-of-the-box table map, reapply the changes. For more information, see Application lifecycle management.

If you encounter an issue with starting the map, follow instructions in the Missing table columns issue on maps section of the Dual Write troubleshooting guide.

Quality updates

Project Operations in Dynamics 365 Dataverse

Feature area Reference number Quality update
Billing and pricing 2124532 The Correct Invoice button is displayed on a proforma invoice when the retainer amount or applied retainer amount is present on the original invoice. The button is displayed only for environments with Finance version 10.0.19 or higher.
Billing and pricing 2224568 Added logic to enable customizations that involve invoking the invoice confirmation plug-in.
Billing and pricing 2101098 Improved the logic of default fields to proforma invoice: Bill-to Address, Bill to Name, and Payment Terms now default from the corresponding project contract customer record.
Billing and pricing 2021413 Updated the Actual Cost and Sales fields on the Task entity to include sales values from unbilled and billed expenses on tasks.
Billing and pricing 2182110 When copying a project contract, the contract line ID is regenerated in the destination project contract to ensure it's unique.
Opportunity Management 2186741 Added validations to ensure the Origin field and Transaction Type can't be updated on existing quote line details.
Opportunity Management 2191353 Milestones must not be created on a time and material contract line.
Opportunity Management 2216956 Fixed issues with Update prices.
Planning and Tracking 2182979 Project copy function improved to ensure the expense estimate lines are copied from the original project.
Planning and Tracking 2184144 Project copy function improved to ensure the resource position name is copied from the original project.
Planning and Tracking 2184799 Project copy: Tightened control to ensure the estimated start date can't be changed while copying is in progress.
Planning and Tracking 2185134 Project copy: Destination project estimated start date is set to today's date.
Planning and Tracking 2196373 Project copy: Ensure the project manager and team member records aren't duplicated in the project team.
Planning and Tracking 2211833 Project copy: Resource assignments are copied from the source project task to the destination project.
Planning and Tracking 2186541 Fixed issues in the Estimates grid when grouping by resource.
Planning and Tracking 2166906 The transaction category from a task must be copied to the Resource Assignment entity.
Resource Management 2125362 Fixed issues with creating a generic team member using an hours-based allocation method.
Time and Expense 2113603 Fixed the customization-related issue with removing attributes from the Time Entry page. The system now checks if the attribute exists on the page before accessing them by using a script.
Time and Expense 2204377 Copied timesheets must show automatically when you select Copy Week during time entry.
Time and Expense 2209059 Status field can be edited for Dynamics 365 Field Service time entries.

Project management and accounting in Dynamics 365 Finance

Feature area Reference number Quality update
Project management and accounting 491941 Reverse estimate elimination isn't working in the Periodic section.
Project management and accounting 509773 The Accounting adjustment feature creates an issue with ledger accounts that have Do not allow manual entry selected.
Project management and accounting 510728 Added business logic to process correction invoices including retainer amount or applied retainer amount.
Project management and accounting 514364 WIP-sales value posting in intercompany project invoicing picks an unexpected account.
Project management and accounting 521807 When working with retainers in Project Operations, changing the default project on a contract after the prepayments are invoiced causes issues with incoming deductions.
Project management and accounting 527319 In Project Operations, removing a project from a contract should reset the default project of the contract, if needed.
Project management and accounting 528212 In Project Operations, the wrong expense lines show in the Add line list on the intercompany invoice.
Project management and accounting 543968 In Project Operations, the Purchase Agreement page isn't visible in Finance legal entities that are integrated with Project Operations.
Project management and accounting 545878 Because of a Dataverse integration error, you can't convert a quote to won in Project Operations.
Project management and accounting 547440 ProjCDSProjectContractEntity can set the funding source invoice address from a different customer.
Project management and accounting 557376 In Project Operations, no dimensions are selected when you create a posting invoice for a transaction.
ravel and Expense 441256 The cash advance balance isn't updated for an expense report if it's approved and posted line by line.
Travel and Expense 482041 Taxes for itemized intercompany expense reports aren't calculated correctly.
Travel and Expense 483469 Additional fields related to projects are displayed on the reimagined Intercompany expense reports page.
Travel and Expense 486592 An incorrect error message occurs on the header receipts of expense reports.
Travel and Expense 487971 An expense report is incorrectly posted in an intercompany scenario if the sales tax is posted to the destination legal entity.
Travel and Expense 505696 Report submission dates aren't printed on approved expense reports.
Travel and Expense 508726 The Date Approved and Date Rejected fields aren't populated after an expense is approved.
Travel and Expense 509913 A travel requisition created for one worker can be used for another worker's expense report.
Travel and Expense 518186 Expense categories are locked when adding a new expense line.
Travel and Expense 520914 Itemizing an already split expense report lines results in an incomplete posting of the Accounts Payable\General Ledger voucher and breaks the Accounting Source Explorer because TRVEXPTRANS.SOURCEDOCUMENTLINE is duplicated.
Travel and Expense 521943 The travel requisition policy isn't working as expected.
Travel and Expense 522567 The vendor account name isn't showing on posted project transactions for expense reports.
Travel and Expense 525106 In Project Operations, you can't approve time with a task for an intercompany project.
Travel and Expense 526336 The cash advance return category isn't updating cash advance balances when posted.
Travel and Expense 527218 The sales price is calculated incorrectly on expense reports that were created in a foreign currency using imported credit card transactions and are associated with a project.
Travel and Expense 542927 Rolled back the TrvRequisitionLine data entity and the associated unique index.
Travel and Expense 543239 Added instrumentation to the SOURCEDOCUMENTLINE generation.
Travel and Expense 544323 The wrong subledger journal is shown in an intercompany scenario if sales tax is posted to the destination legal entity.
Travel and Expense 546877 In Project Operations, expense estimates aren't deleted from Finance when they are deleted from Dataverse.
Travel and Expense 550575 When an expense category is a non-project category, the financial dimensions selected on the Expense page aren't copied to the expense report.