Please review the "HomeBuilder Release Notes Testing Advisory" prior to installing on your system.
This is a regular, scheduled Dynamics Business Central SaaS release of HomeBuilder on Microsoft AppSource. This release contains improvements and fixes, as reported in implementations and usage, by consultants and/or customers and is aggregated monthly. Details below.
To report any issue or request an enhancement in HomeBuilder or Retainage please submit an email to homebuilder@suiteengine.com
This release introduces a clean-up of the Task Operations function. We have updated to use standard Microsoft rules; added tests to stop potential errors, and made the following changes.
On deletion of Global and/or Local Workflow Templates, all related tasks are automatically deleted.
It is now possible to rename (change the code) of Workflow Template or its task.
When deleting a Global Workflow Template or related tasks, the system does not check if they are used in Phase Items.
When adding or updating a task dependency in a Global Workflow Template or Lot Workflow, the system conducts validation against a loopback in the workflow.
In Lot Workflows, we have made the following improvements:
In the page "Workflow Tasks", the sub-grid with predecessors is editable if the task Status is 'Pending' or 'Open'.
In the page "Lot Task Predecessors", we fixed the bug with adding a processor and added two fields: "Status" and "Date Completed".
In the pages "Construction Workflow Templates" and "Global Workflow Templates", action "Push to Lots" has undergone the following changes:
This page has the action "Copy from Report Selections" which allows a user to populate selected reports to selected vendors. The email addresses in the resulting Vendor Document Layouts get populated from Vendor records upon confirmation.
In this scenario the system will create the Inspection record behind the scenes and open "New Service Issue Card" page, where user will enter Phase Code, Lot Code for the inspection and all the details of the service issue.
A user can add multiple additional service issues to the same inspection by running action "New" before exiting the card.
The checkbox column "Default for New Service Issue" is added to the "Inspection Types" page. Only one Inspection Type can have this checkbox set to 'Yes'. The Inspection Type marked with this checkbox will be assigned to the Inspection created behind the scenes on creation of a Service Issue from scratch.
The field "Inspector Code" is added to the pages "Service Issues" and "Service Issues Card".
Two flow-fields are added to the "Checklist Items" page: "No. of Inspection Types" and "No. of Service Issues". Two respective cues are added to the fact-box: "Inspection Types" and "Service Issues".
Two flow-fields are added to the "Service Inspector" page: "No. of Inspections" and "No. of Service Issues". Two respective cues are added to the fact-box: "Inspections" and "Service Issues".
Two flow-fields are added to the "Measurement Types" page: "No. of House Area Measurements" and "No. of Construction Items". Two respective cues are added to the fact-box: "House Area Measurements" and "Construction Items".
Lot Code is now in the title of the pages "Inspection Card", "Service Issues" (of an Inspection), "Service Issues Card", and "Inspection Checklist".
In the "Lot Selection Choices" page, a user can pre-filter the list of Items or Item Variants for selection. Enter a string fragment of No./Code or Name into the "Item No." or "Variant Code" field and then press lookup button. This is a compromise solution, we are restricted from utilizing the quick find function from Microsoft, however this method gives the user a helpful search addition.
Two fields are added to the Construction Item:
When the Item Category Code is assigned to an Item, these fields will be copied to the Item when applicable.
In the "Lot Budget" page, a user can manually add a budget line.
In page "Cost Details", action "Push to Lots" creates a Lot Budget Revision record if it does not exist for the target Lot.
The following fields have been added to Vendor Contracts:
Only one Vendor Contract within one Trade Type can be marked as default.
In the pages "Service Issues" and "Service Issues Card", the field "Checklist Item Description" gets populated in the case when "Checklist Item Code" gets auto populated upon entering "Deficiency Type Code".
In the fact-box of the "Lot Card", the cue for Lost Budget points to the current budget revision and not to the latest.
Bug fix: on renaming Item or Item Variant, fields "Item No." and "Variant Code" are correctly updated in Lot Selection Choices.
For document tailored for the end-user, visit: Inspectins and Service Issues Improvements
We have introduced image and attachment functionality for Service Issues, Buyer Notifications, Construction Diary Entries, and Model Pictures by utilizing the standard Document Attachments feature instead of custom objects.
To simplify the implementation process, we have added the option to export or import Lots using an Excel spreadsheet. In the role centers "HomeBuilder Executive" and "HomeBuilder Admin," run the following menu items:
A "Document Attachments" checkbox has been added to the "Copy from another Model" page, which is accessed from the "Models" and "Model Card" pages.
We have added the following features to the page "Service Issue Card":
Action "Un-Resolve" and the flow-field column "No. of Pictures" were added to the pages "Service Issues" and "Inspection Service Issues".
On the "Inspection Types" page, the "Report Usage" column has been replaced by two new columns: "Report Usage – Checklist" and "Report Usage – Issues." With this update, inspections that include checklists can now generate two separate reports: one for the checklist (such as PDI or QC) and another for service issues (like the General Inspection Report).
On the "Inspections" and "Inspection Card" pages, the actions "Print" and "Send by Email" have been replaced with actions "Print – Checklist," "Print – Issues," "Send by Email – Checklist," and "Send by Email – Issues." The actions "Print – Checklist" and "Send by Email – Checklist" will only be visible if the Inspection Type requires a checklist.
The inspection report for a checklist can still be printed even if the inspection fails validation. This may happen if not all checklist entries have an outcome, or if the inspection is missing "Time-In" and "Time-Out" settings. In these situations, users will see pop-up messages notifying them of the validation issues, but these messages will not stop the report from being printed.
When the action "Create Work Orders", which is called for Service Issues, creates one Work Order, this Work Order gets immediately displayed on the page "Vendor Work Order Card".
In the "Vendor Work Order Card" page, the fields "Vendor No." and "Vendor Contract No." can be altered if the Work Order status is "New." These values will be automatically updated in the related Planning Lines and Service Issues.
A new checkbox labeled "Allow Same Planning Line on Multiple Open Purchases" has been added to the "Posting" section on the "HomeBuilder Setup" page. When this checkbox is set to 'Yes', the "Populate from Planning Lines" action in the purchase document will no longer verify if the Planning Line is referenced in another non-posted purchase document.
In purchase documents, the action "Populate from Planning Lines" does not generate comment lines for "Standards" and "Extras".
On the "Package Planning Lines" page, which is accessed from a Lot Selection Package, the following fields are editable if the Planning Line is not released for POE and has a Designation of either 'Component' or 'Single Item':
The field "Variants Required" is added to the page "Define Choice Item" used by the "Lot Selection Choices" page for picking the Items.
On the "Customer Template Card" page, the fields "Tax Liable" and "Tax Area Code" are displayed by default, while the field "VAT Business Posting Group" is hidden by default. This change has been implemented specifically for the North American version of HomeBuilder.
On the "Job Cost Ledger Entries" page, a flow-field for "Vendor Name" has been added.
We have added context-specific helpfile links to an additional 11 pages. Corrections
If a deleted Service Issue is the last one associated with a Checklist Entry, the outcome of that Checklist Entry will be updated. It will change to 'OK' if the checkbox labeled "Default OK for Checklist" is set to 'Yes' in the corresponding Inspection Type. Otherwise, it will change to ' ' (undefined).
When a Service Issue is deleted, any attached pictures will also be removed.
On changing fields "Comments" or "Note to Vendor" in a Service Issue, their new values get propagated to the corresponding Planning Line and Work Order Line.
Deleting a Buyer Notification or Diary Entry is permitted if its Status is 'New'.
When a Buyer Notification or Diary Entry is deleted, any attached document or pictures will also be removed.
The process for copying Model Items in the "Copy from another Model" page has been completely redesigned.
On the "Construction Workflow Templates" page, the action "Copy to Models" accurately transfers Key Dates from the workflows to the Model Key Dates.
When a user presses "Cancel" on the "Complete Vendor Work Order" page, there will be no message indicating the work order count.
On the page "Service Issue Card", the "Checklist Item Description" field gets updated upon entering "Checklist Item Code".
On renaming Construction Items (changing their "No."), the field "No." is correctly updated in both Phase COM Components and Model BOM Components.
On changing the Designation of a Construction Item (or Global Item) to 'Component', 'Customer Fee' or 'After-sales', the "Pricing Method" is changed to 'Item' and becomes 'read-only'.
Action "Push to Models" for Global Items creates Model Items only if the associated House Areas exist in the target Model.
On the "Workflow Template Task" page, the fields "Predecessor Task Description" and "Successor Task Description" are populated using tasks from the same workflow.
On the "Lots" and "Lot Card" pages, the action "Release" also releases Planning Lines created from Selection Packages.
It is possible to release a Lot for construction even if the Lot is not yet sited.
In the "Lot Selection Packages" and "Lot Selection Package Card" pages, the "Release" action releases newly created Planning Lines for construction, provided that the Lot has been released. In earlier versions, the Planning Lines for selection packages were released for construction using the "Release for POE" action.
The minimum value for lot amounts, such as "Offer Price", "Premium Amount", "Land Cost", and "GST Margin Scheme Base" is set to 0.00.
When a Lot Selection Package is released multiple times, the Package Installments will not be copied to the Lot Installments again.
Model items can be deleted even if there are planning lines for the item, model, and house area of that model item.
On changing fields "Vendor No.", "Vendor Contract No.", "Note to Vendor", "Vendor Work Order No.", "Completion Confirmed" in a Service Issue, the Service Issue is pushed to the HomeBuilder Portal for display to the corresponding contractor.
Phase Items can be deleted even if there are Planning Lines for the Item and Phase of that Phase Item.
Historically you could only reverse the completion of a Work Order. Some companies prefer to stay at the Service Issue level for updating, now you will be able to un-complete any of the Work Orders, Tasks, Planning Lines, and Service Issues.
When a Work Order is re-issued, its Planning Lines change Status to 'Ordered' and Tasks where these Planning Lines belong change Status to 'Pending'. The Service Issues related to these Planning Lines change Status to 'Open'.
When a Task is uncompleted, its Planning Lines change Status to 'Pending' or 'Ordered' (depending on the fact if a Planning Line belong to an Order), and the Work Orders where these Planning Lines belong change Status to 'Issued'. The Service Issues related to these Planning Lines change Status to 'Open'.
We have added an additional (optional) check mark to indicate that the completion of Work Orders, Tasks, and Planning Lines was not necessarily reviewed on site. It is anticipated that this will be used for trusted trades but it still allows the home builder to know that they just accepted the word of the trade.
On actions "Complete" for Work Orders, Tasks, or Planning Lines, the pop-up page is added with the checkbox "Completion Confirmed" (set to 'Yes' by default). Turn off this checkbox if the work was not reviewed. The lines will be marked as completed but will indicate that the work was not confirmed.
Two fields are added to Work Orders, Tasks, Planning Lines, and Service Issues:
When the action "Complete" is executed for Work Orders, these fields get populated in the Work Orders, Planning Lines belonging to the Work Orders, and corresponding Service Issues (if a Work Order is of Type "Service").
When the action "Complete" is executed for Tasks, these fields get populated in the Tasks, Planning Lines belonging to these Tasks, and Service Issues related to the Planning Lines.
When action "Complete" is executed for Planning Lines, fields get populated in Planning Lines and Service Issues related to the Planning Lines.
These fields get cleared in all underlying tables if a Work Order is re-issued or a Task is un-completed.
In the pages "Lot Task Operations", "Task Operations", "Workflow Tasks", and "Phase Tasks": when a task gets completed by clicking the checkbox "Completed" or by entering "Date Completed", it is assumed that completion is confirmed.
The completion of a Service Work Order does not complete the tasks where related Planning Lines belong to.
With this release we have introduced features which enable carrying out inspections using the phone interface of Business Central.
A New page "Service Issues Card" is added to edit a service issue in the card view. The page has the actions "Take Picture" and "Pictures".
The Pages "Service Issues", "Inspection Service Issues", "Inspection Checklist" now have a tile view tuned for the phone interface.
Significant improvements have been made when conducting an inspection from blank Service Issues rather than using the pre-created Checklist. The concept here is that the Checklist is still created for the inspection, however the inspector can create Service Issues from scratch and the system will either find the Checklist Item or it will create it automatically. This speeds up the inspection for an experienced inspector.
After entering "House Area Code", only relevant Checklist Items are shown for that House Area and Inspection Type.
Upon entering "Checklist Item Code", the system does the following:
In the page "Inspection Checklist", the action "Populate" is changed in a way that links created Checklist Entries to existing Service Issues with the same "House Area Code" and "Checklist Item Code". The outcome of such linked Checklist Entries will be set to 'Has Issues'.
Boolean field "Default OK for Checklist" is added to the Inspection Type. When this field is set to 'Yes', action "Populate" in the "Inspection Checklist" page will assign Outcome 'OK' to created Checklist Entries (unless they are not linked to the existing Service Issues).
With this release, it is possible to run action "Resolve" for multiple Service Issues and for Service Issues with Assessment 'Deficiency'.
Action "Resolve" does the following for a Service Issue with Assessment 'Deficiency'
Column "Vendor WO Line No." is added to the Service Issues.
In the page "Deficiency Type", cue "Phase Items" is added to the fact-box for better navigation.
In the page "Applicable Deficiency Types" (called from the page "Checklist Items"), two fields are added:
Cue "Applicable Workflows" is added to the fact-box of the pages "Models" and "Model Card".
Checkbox "Applicable Workflows" is added to the page "Copy from Another Model".
Action "Copy to Another Workflow Template" is added to the page "Construction Workflow Templates".
When a Construction Workflow Template gets pushed to Models, the Key Dates used in its tasks get pushed to the Model Key Dates as well.
We added context specific helpfile links to an additional 77 pages and reports. Corrections
In the page "Item Worksheet", fields "Default Vendor No.", "Default Contract No.", "Default Contract Description" are editable also if the "Designation" is 'After-sales'.
In the page "Item Worksheet", the validation routine (executed upon actions "Validate" and "Apply Worksheet") makes sure that Items with "Designation" 'Customer Fee' or 'Bundle' are having fields "Default Vendor No.", "Default Contract No.", "Default Contract Description" empty.
Upon running actions "Push to Models" for Items and Global Items, flag "Base Contract" is set correctly in Model Items.
On copying Construction Workflow Template from another company, the field "Construction Workflow" gets copied correctly.
With this release we introduced the concept of Cost to Complete for lot budgets. The Cost to Complete gets calculated only for Cost Details which are cost (and not revenue) as Budget Amount less Actual Amount with zero threshold, whereas Amount to Complete is always Budget Amount less Actual Amount without thresholding.
These rules can be illustrated with the following examples:
For revenue Lot Budget Lines, the Cost to Complete is always 0.00
The purpose of "Cost to Complete" amount is to predict how much money should be spent more to complete the construction.
With this release we introduced ability to create Purchase Orders together with the Work Orders, and to create Purchase Orders for previously created Work Orders.
Action "Create Purchase Orders" is added to the page "Vendor Work Orders". The action works for multiple selected Work Orders.
Purchase Lines (and the lines of posted purchase document), when created for Work Orders, have reference to the Work Order Lines. Therefore, columns "Vendor WO No." and "Vendor WO Line No." are added to the following pages:
A flow-field "No. of Service Issues" was added to pages "Inspections" and "Inspection Card".
The following changes were made in pages "Global Vendors" and "Global Vendor Card":
The routine of dispatching Global Vendors to Companies is modified accordingly.
Improved performance for Document Management by adding a key to the table "Document Attachment".
Improved performance for Portal Integration by adding a key to the table "Portal Incoming Entity".
Two new reports are added to print Purchase Orders for Extras showing "Item No." and "Variant Code":
If you want to use these reports for printing POEs, run page "Report Selections – HomeBuilder" to make appropriate settings.
In the page "Lot Budget Line Entries", field "Comment" is editable.
Two columns are added to the page "Checklist Issues": "Vendor No." and "Vendor Contract No."
Field "E-Mail" is added to the page "T5018 Setup" to be used in XML Port "T5018 XML".
On changing "Quantity" in Model House Area Measurements, the confirmation dialogue is shown only if there is corresponding Lot House Area in the Lots with this Model.
On sending Construction or Service Work Order by Email, the Status changes from 'New' to 'Issued' upon confirmation dialogue but prior to sending email.
The Service Issues when retrieved for the whole company (using page "Service Issues") can be edited in the same way as when they are retrieved from an inspection (using page "Inspection Service Issues").
In pages "Lots" and "Lot Card", Group "WIP" is added with the actions "WIP Entries", "WIP G/L Entries", "Calculate WIP", "Post WIP to G/L".
In the page "Lots", action "Release" works for multiple selected Lots.
In the page "Lot Workflows", the filter on Lot is removable.
Creating or issuing Work Order (Construction or Service) will raise an error if the Vendor is blocked.
On completion of a Work Order, the system will show a warning message if the Vendor is blocked.
In the HomeBuilder Role Centers, the cue "Pending Service Work Orders" now includes Work Order in Status 'New'.
The flow-field "No. of Lines" is added to the page "Vendor Work Orders".
Connection to Azure BLOB Storage accommodates new requirements for authentication.
On deletion of Work Orders, the system checks the existence of references from Job Cost Ledger Entries, Service Issues, and Progress Bill Lines.
Improvements in the page "Phase Card":
In the page "Phases", the flow-fields "No. of Lots", "No. of Phase Items", "No. of Vendor Contracts", "No. of Job Cost Ledger Entries", "No. of Construction Workflows", "No. of Key Dates" now have ability for drill-down to the corresponding pages.
The following fixes have been made for action "Move Selected" in Work Order Card, which moves lines to another Work Order.
The destination Work Orders to be picked get selected using the following criteria: o Phase is the same as the in the current Work Order o Work Order Type (Construction or Service) is the same as in the current Work Order. o Status is 'New'
Lines in the destination Work Order get assigned with Service Issue descriptions (when applicable).
The related Service Issues get assigned with the following references to the destination Work Order: "Vendor No.", "Vendor Contract No.", "Vendor Work Order No.", Vendor WO Line No."
The quantities on cues in the HomeBuilder role centers get refreshed on re-opening page.
In the page "Inspection Service Issues", field "Checklist Item Description" gets refreshed upon changing "Checklist Item Code".
In the page "Package Work Planning", fields "Bundle Item No." and "Bundle Variant Code" get populated upon adding Planning Lines to a Choice.
In the "Import Lot Purchasers" routine (called from HomeBuilder menu in Roles Centers "HomeBuilder Executive" and "HomeBuilder Admin"), "Contact Business Relation" gets created if missing.
On deletion of a Document Attachment, the system checks if the Blob Name exists in other companies before deleting file in Azure Blob Storage.
Work Orders can be printed even if they don't have "Contract No." assigned.
With this release we introduced document management functionality related to HomeBuilder entities and functionalities. The document management is based on the mechanism of Document Attachments in Business Central.
To store document attachments in Azure BLOB Storage, turn on the checkbox "Use Azure Blob Storage for HomeBuilder documents", and specify the "Azure Blob Storage Account" and "Azure Blob Storage Key " in the “HomeBuilder Setup” page.
To share documents in the portal (that are loaded into BC), Azure BLOB Storage must be turned on. When using the base BC database storage, you will not be able to view the documents in the Portal even if the integration is enabled.
The document attachments uploaded to Phases, Models, Lots and Vendor Contract are the attachments that will be visible in the HomeBuilder Portal if the portal integration is enabled, and Blob storage is turned on. Note that the Lot Installment and Global Vendor attachments are not part of the portal integration.
To create useful categorization, we have added the following custom fields to Document Attachments in Business Central:
The fact-box of this page contains cues that allow you to view Document Types and Document Attachments of selected Document Category.
To define which Document Types are applicable for which entities, use checkboxes "Phase", "Model", "Lot", "Vendor Contract", "Global Vendor", and "Lot Installment".
When checkbox "Lot" is turned on, you can also turn on checkbox "Purchaser" to specify that the document of this Type is specific for a customer.
The fact-box of this page contains a cue that allows you to view Document Attachments of selected Document Type.
If the portal integration is enabled, both Document Categories and Document Types get automatically synchronized to the HomeBuilder Portal.
We provide the ability to view all HomeBuilder-related document attachments in one page. To open this page, go to HomeBuilder Operations Transactions Builder Documents in role centers "HomeBuilder Admin" or "HomeBuilder Executive" or enter 'Builder Documents' in the Search.
In page "Lots", action "Site Model" now works on multiple selected lots.
The following menu items were added to the menu "HomeBuilder" in role centers "HomeBuilder Admin" and "HomeBuilder Executive":
Flow-fields (as well as cues) "Planning Lines", "Planning Lines without Contract" are added to Phase Items. The flow-fields and cues open the list of Planning Lines related to the Phase Item.
The following entries were added to the "My Notifications" page to allow a user to disable some confirmation dialogues on mass operations.
In page "Checklist Entries", action "Populate Checklist" works regardless of existence of Service Issues for the Inspection. The Checklist Entries with Service Issues will always remain under the Inspection upon re-population.
Upon "Assign Vendor Contract" at the Phase Item level, the Planning Lines related to the Phase Item will be assigned with the Vendor Contract upon confirmation.
Action "Push to Lots" is added to the page "House Areas". If a destination lot has Model assigned, the Quantity in Lot House Area Measurements gets populated from the Model House Area Measurements.
In the page "Selection Package POEs", two actions are added: "Send by Email" and "Send by Email No Cost".
The Lot Description gets formed by Phase Code, Block/Floor Code (if defined), and Lot Code.
The Lot Card is redesigned. The order of sections has been changed. Some fields are hidden by default and can be seen by pressing "Show More".
To stop portal integrations being inadvertently created upon copying companies, we introduced the ability to enable/disable portal integration at the company level using the flag "Portal Integration" in HomeBuilder Setup. When you copy a company, this flag will be turned off in the destination company upon copying and must be manually enabled.
In the page "Lot Budget Line Entries", the field "Comment" is now editable.
The XML port "T5018 XML" is re-designed to satisfy the current requirements of CRA.
In the page "T5018 Setup", the new field "Transmission No. Series" is added.
In the page "Phase Items", the filter by Phase is removable.
The fields "SystemCreatedBy" and "SystemModifiedBy" are available for viewing upon Personalization in the following pages:
Bug fix: Update page error on action "Un-site Model" in the Lot Card.
Bug fix: On updating "Name" in the Customer record with empty "No.", the "Purchase Name" on the Lots were updated for the Lots with empty "Purchaser No."
Bug fix: Item Category Code gets assigned to Job Planning Lines created upon creation of Work Orders for Service Issues.
In Lot Selection Packages: On assigning "Item No." to a Choice, the "Quantity" is now taken from Model Item House Areas for the items with Pricing Method 'Item'.
On changing Model on Lot, the system replaces budget even if some Cost Details were used in postings or in Planning Lines. Such Cost Details will remain in the Lot Budget.
Bug Fix: The replacement of Dimension Value for a Lot happens only when the Lot Code changes from one value to another.
Bug Fix: In reports "Color Chart – Multiple Signatures" and "Purchaser Extras – Multiple Signatures", option "Don't Print Signatures" works also in Work layout.
Bug Fix: Lot Closing Date record can be deleted even if the "Date Adjustment Code" is empty.
Applicable Checklist Items can be added to the Inspection Type one by one in "Edit List" mode.
Action "Site Model" for a lot works although some Phase Items are not assigned with the "Task No.", if these Phase Items are not applicable for the Model of the Lot.
Bug Fix: Action "Push to Models" available for a Construction Item does not create the Model Item if the Model does not have House Areas which are applicable for the Item.
Numerous data integrity validations are disabled for temporary records.
With this release we introduced re-designed management of Dimensions related to HomeBuilder entities and functionalities. The goal of the re-design is to use the standard mechanisms for managing Dimensions which are available in Business Central.
Field "SEHB Dimension Value Code" is obsoleted in tables Phase, Lot (Job), Cost Group, Cost Detail.
Phase- and Lot-related Dimensions Values are specified in Default Dimensions for the Phase or Lot, (Base Business Central functionality). To view Default Dimensions, run action Related Dimensions in the Lot Card or action Related ->Dimensions-> Dimensions-Single in the page "Lots".
Cost Group- and Cost Detail Dimension Values are specified in Cost Detail and Group Default Dimensions (Base Business Central functionality). To view Default Dimensions, run action Related Dimensions for selected Cost Detail in the page "Cost Details".
Upon creation of a Phase, Cost Group or Cost Detail or upon changing these Codes, the corresponding Dimension Value will be created or renamed automatically. You can execute these updates explicitly by running action "Synch Codes to Dimensions" for selected records in pages "Cost Groups", "Cost Details", and "Phases".
On assigning "Phase Code" to a Lot, its Default Dimensions will be automatically re-populated for both "Phase Code" and "Lot Code". The "Dimension Value Code" for the Phase in the Dimensions associated with non-posted Purchase Lines, Sales Lines and General Journal Lines will be automatically updated.
To explicitly synchronize "Phase Code" and "Lot Code" with the lot Default Dimensions, run action "Synch Codes to Dimensions" in the page "Lots" for selected records.
If there are transactions already posted for that Lot, then Default Dimensions will not be re-populated automatically (the user will be given a message indicating this and will need to handle the rename manually if necessary).
If there are transactions already posted for that Lot, then Default Dimensions will not be re-populated automatically (the user will be given a message indicating this and will need to handle the rename manually if necessary).
a) Upon entering "Phase Code" and "Lot Code" (which causes assigning "Job No. to the Line), the Dimensions for Lot and Phase associated with the Lot record get added to the Line using standard Business Central mechanism.
b) Upon entering "Cost Detail Code", the Dimensions for Cost Group and Cost Detail associated with the Cost Detail record get added to the Line using the same standard Business Central mechanism.
These rules get applied for all cases of automated creation of Purchase, Sales, and General Journal Lines:
a) In HomeBuilder Setup, turn-on checkbox "Send Email on Buyer Notifications". b) In page "Email Accounts", create Email Account and assign scenario "Buyer Notifications" to it. If you don't create specific email account for buyer notifications, the system will use default email account for that purpose.
The editability rules are the same as in the corresponding pages "Construction Item Card", "Global Item Card", "Phase Item Card", "Model Item Card".
In the page "House Areas", new action "Push to Items" is added. This action allows a user to add selected set of House Areas to selected set of Construction Items.
In the reports "Purchaser's Extras" and "Purchaser's Extras – Multiple Signatures", the selection choices get sorted by the "Reference #".
With the Business Central Release 2024 Wave 1, table "Job" was renamed into "Project". To avoid confusion, we renamed our custom table "Project" into "Builder Project". Corrections
Bug fix: The routine for updating "Unit Cost" and "Unit Price" in Model BOM Components upon changing "Unit Cost" and "Unit Price" in Phase BOM Component with Item having Cost Scope 'Universal' has been fixed.
On validation of Models, the Model Lot Types are not validated if the flag "Use Lot Types" in the HomeBuilder Setup is set to 'No'.
On creation of Purchase Invoice from a Vendor Progress Bill (page "Vendor Progress Bill", action "Create Purchase Invoice") it is now possible to specify "Document Date" for the invoice.
Bug fix: On creating Planning Lines/Work Orders for Service Issues, values of "Vendor No." and "Vendor Contract No." are taken from Service Issues, not from Phase Items.
On deletion of a Lot, the Sales Status History gets deleted within cascade deletion.
With this release we introduced the functionality for locking and unlocking a lot budget. Once the lot budget is locked, the following operations get disabled:
Only a user with Functional Permission "CAN LOCK BUDGET" can lock the lot budget. Only a user with Functional Permission "CAN UNLOCK BUDGET" can un-lock the lot budget.
Actions "Lock" and "Unlock" are added to the page "Lot Budget". Editing "Anchored Amount", "Estimated Amount", and "New Amendment" in Lot Budget lines is disabled if the budget is locked.
In pages "Lot Card" and "Lots", the Boolean field "Budget is Locked" is added to indicate if the Lot Budget is locked.
A user cannot modify "Unit Cost", "Unit Price", and "Quantity" in the Planning Lines of the lot if its budget is locked. However, releasing of Lot Selection Packages or Adding new Lot Planning Lines is enabled regardless of the lot budget locked or not.
To maintain the list of Reason Codes, use the standard Business Central page "Reason Codes" which can be found through the Search.
The fields "Reason Code" and "Reason Description" are added to "Job Planning Lines" table and to the pages which show Planning Lines.
The picture uploaded for a Model is shown in the fact-box of the page "Models".
Fields "Phase Code", "Model Code", and "House Area Code" are added to the table "Selection Choice Components" as Normal fields to improve the performance of operations.
The following reports can be executed with Word layout:
On changing "Unit Cost" in Phase or Model Items, Phase or Model Item Variants, Phase or Model BOM Components, the "Unit Cost" in corresponding Lot Selection Choices and Selection Choice Components get automatically updated if the Lot Selection Package is not released.
On uploading picture for a Model, it gets published in the HomeBuilder Portal.
Fixes for updating Inspection Time Slot upon retrieval the Inspection Request from the HomeBuilder Portal.
Automatic Buyer Notifications for operations of confirming, cancelling, or rejecting inspection appointments get created in the companies where the respected lots belong to.
The "Cancellation Reason" is shown in the Inspection Time Slot Card and can be included into automatic Buyer Notifications using the template placeholder [[Cancellation Reason]].
Bug Fix: In Lot Selection Choices, when the "Item Category Code" is not entered yet, and the "Item No." is entered by F8 or manually, the "Item Category Code" was not populated.
Bug Fix: In Lot Selection Choices, when both House Area Code and Item Category Code are filled in, a user pressed Lookup and then closed the pop-up window, the "Item Category Code" was cleared.
With this release, we introduced the functionality for scheduling after-sales service inspections by homebuyers. This functionality is based on the following new entities.
Inspection Site
An Inspection Time Slot
The Inspection Type Slot has the following Statuses.
The Status Diagram is the following.
Inspection Requests is a request for inspection placed by a homebuyer in the HomeBuilder Portal or by a user in Business Central on behalf of a homebuyer. The Inspection Request is placed for a specific Inspection Time Slot. Inspection Request is a global entity.
The Inspection Request has the following Statuses.
The Status Diagram is the following.
The Inspection Hours Template is a named set of Inspections Schedule Hours which defines the weekly schedule. An example of such a weekly schedule is the following. | Day | Time start | Time End | |------|------|-------| |Monday | 09:00:00.000 | 11:00:00.000| |Monday | 13:00:00.000 |15:00:00.000| |Monday | 15:00:00.000 |17:00:00.000| |Tuesday | 09:00:00.000 | 11:00:00.000| |Tuesday | 13:00:00.000 |15:00:00.000| |Tuesday | 15:00:00.000 | 17:00:00.000| |Wednesday | 09:00:00.000 | 11:00:00.000| |Wednesday | 13:00:00.000 |15:00:00.000| |Wednesday | 15:00:00.000 | 17:00:00.000|
The Inspection Hours Template is to be used for populating Inspection Time Slots in bulk mode.
Page "Inspection Sites" provides the ability to maintain the list of the Inspection Sites.
In pages "Lot Card" and "Lots", the field "Inspection Site Code" is added to define the Inspection Site where the Lot belongs to.
In pages "Phase Card" and "Phases", the field "Inspection Site Code" is added to define the Inspection Site where the Phase belongs to. When a Phase is assigned with an Inspection Site Code, all Lots of the Phase are also assigned with the same Inspection Site Code. If a Phase is spread between several Inspection Sites, then leave this field blank.
Page "Inspection Hours Template" provides the ability to maintain the list of the Inspection Hours Templates. To define scheduled hours, click on the template Code or press "Edit".
Page "Inspection Time Slots" provides the ability to maintain the list of the Inspection Time Slots. To populate the records of Inspection Time Slots, run the action "Populate". In the pop-up windows, enter the following parameters:
A user can run the following actions for Inspection Time Slots.
The page has the actions which work the same way as in the page "Inspection Time Slots".
The sub-grid with the inspection requests has the action "Reject" (prompts for entering Rejection Reason, changes the Status of the request to 'Rejected', changes the Status of the Inspection Time Slot to "Available" if there are not any other submitted of confirmed requests for the same time slot.
To request (schedule) inspection on behalf of a homebuyer, open the Lot Card and execute the action "Request Inspection". This action is also available in the page "Lots" for a selected Lot. In the pop-up window, select the time slot, Inspection Type, and enter the Comment if needed.
Fields "Scheduled Time From" and "Scheduled Time To" are added to Inspections. They get automatically populated upon the confirmation of the Inspection Time Slot for the inspection request.
A new Boolean field "Can be Requested" is added to Inspection Types to signify that an inspection of this type can be scheduled (requested) by a homebuyer.
A user has the ability to invite a homebuyer for an inspection of a certain type. This can be done in the pages "Lots" and "Lot Card" by running the action "Invite for Inspection". In the pop-up window, enter "Inspection Type", "Date Form", "Date To", and press "Invite for Inspection". The drop-down gets populated with the Inspection Types having the flag "Can be Request" set to "Yes".
This action creates records of "Invitation for Inspection" for the selected Lots or Lot, pushes them to the HomeBuilder Portal, and sends notifications to the homebuyers.
The Invitation for Inspection determines which dates can be selected by a homebuyer for requesting the inspection in the HomeBuilder Portal.
Page "Invitations for Inspection" shows all invitations sent to the homebuyers within the company.
This release provides the ability to define Buyer Notification Templates for automated creation of Buyer Notifications (which are issued and pushed to the HomeBuilder Portal) upon confirmation of inspection, creation of invitation for inspection, rejection of the inspection request, and cancellation of an inspection.
Prior to this release, an inspection checklist had been completed with two outcomes: 'OK' and 'Has Issues'. This release provides the ability to answer questions with answers 'Yes' or 'No', or provide a specific answer as a text value.
In page "Checklist Items", a user can specify the "Outcome Type" for each checklist item which can take the following options:
Also, a user can specify "Detailed Description" (long description) for checklist items. When defined, it will be printed in PDI report instead of "Description".
The field "Outcome Type" is added as a flow-field to pages "Inspection Type Applicable Checklist Items" and "House Area Checklist Items".
In page "Check List Entries", the following columns are added:
When the "Outcome Type" is 'OK/Has Issues', the allowed Outcome options are 'OK' and 'Has Issues'. The checklist entries with "Outcome Type" 'OK/Has Issues' work the same way as before.
When the "Outcome Type" is 'Yes/No', the allowed Outcome options are 'OK' and ' ', which are treated as answers 'Yes' and 'No' respectively.
When the "Outcome Type" is 'Answer', the allowed Outcome option is ' ', and a user has the ability to enter text in the column "Answer".
The PDI Report prints outcomes 'OK'/'Has Issues', 'Yes'/'No', or the text of the Answer depending on the "Outcome Type".
In pages "Phases", and "Phase Card", a new field "Time Zone" is added. This field is necessary for the HomeBuilder Portal.
In the page "HomeBuilder Setup", a new field "Default Selection Choice House Area" is added. When set, a newly inserted Lot Selection Choice gets populated with this House Area Code.
On entering values into a Lot Selection Choice, a user can enter "House Area Code" first, and "Item No." right after, without entering "Item Category Code". The list of available Items includes all Items available for the House Area in the Model. The "Item Category Code" will be populated automatically upon picking the Item.
A user with a Functional Permission 'CAN EDIT COLOR CHART NOTE' can edit the "Color Chart Note" field in a Lot Selection Choice, if the package has the Status 'Open'.
In pages "Lot Selection Packages", and "Lot Selection Package Card", new action "Un-release" is added. When executed, this action changes the package Status to "Approved" and deletes Job Planning Lines associated with the package if they are not referenced by postings, Work Orders, POEs, or other transactions.
A user is not able to edit the Lot Selection Choices which reference Job Planning Lines created on a prior release. When needed, make changes directly in these Job Planning Lines instead.
In Lot Installments, the field "Status" (of type Option) is replaced with the field "Status Code" which references the table "Installment Status". This way, a user can define the Installment Statuses of their choice. To do so, open the page "Installment Statuses" from the Search or from the menu HomeBuilder àSetup àLot Attributes àInstallment Statuses.
In the page "Vendor Contracts", action "Lines per Lot" is renamed into "Planning Lines". The page which opens by this action is renamed from "Vendor Lot Lines" to "Vendor Contract Planning Lines".
In the page "Vendor Contract Planning Lines" two actions are added:
The following HomeBuilder custom fields were deprecated:
The following HomeBuilder custom fields were added instead:
The new fields can be viewed in the following pages:
Boolean option "Print Standard Items" is added to reports "Purchaser Extras" and "Purchaser Extras Multiple Signatures".
In Role Centers "HomeBuilder Executive" and "HomeBuilder Admin", the menu structure under the item "HomeBuilder" has been essentially re-designed.
The online help was added or corrected in 55 pages.
A new report "Selections Price List" is added to pages "Models", "Model Card", "Lots", and "Lot Card". The report prints prices for color chart items available for a Model.
With this release we introduced the functionality of trade notifications. If you want to inform some vendors about an extra or upgrade chosen by a homebuyer, then define the set of trade types that should receive notification under the construction item representing this extra or upgrade. You may define notification trade types for color chart items with the designation "Single Item" or "Bundle". You should assign the appropriate "Task No." for each of the trade types listed under the item.
For example, for the extra item Additional Basement Window you may want to notify vendors of trade types Concrete, Framing, and Drywall.
To define which vendor (or vendors) represent each trade type in a phase, run the action "Trade Type Vendors" for this phase. For each trade type, at least one record should be marked as default (in other words, you should define the default vendor for each trade type).
Upon releasing a Lot Selection Package, the system will generate a Planning Line for a choice and additional notification Planning Lines for each vendor that should be notified. The notification Planning Lines will have the prefix "Notification: " in the Description field, zero Unit Cost, "Vendor No." defined in the "Trade Type Vendors" as default, and "Task No." defined for the trade type under the item.
The notification Planning Lines will be included in the POEs and Work Orders in the same way as regular Planning Lines.
The page "Trade Types" allows a user to define the global list of trade types. You can open this page from the main menu HomeBuilder Setup or from the Search.
In pages "Contraction Items", "Construction Item Card", "Global Items", and "Global Items Card", the action "Trades to Notify" is added. This action allows a user to define trade types for vendor notifications and appropriate tasks for each of them.
The list of trades to be notified gets copies along with the item (global item) on the following actions:
In pages "Phase Items", "Phase Item Card", "Model Items", and "Model Item Card", the action "Trades to Notify" is added for informational purposes. This action opens the same page as the action "Trades to Notify" for the Item.
In pages "Phases" and "Phase Card", the action "Trade Type Vendors" is added. This action allows a user to define Vendors or Vendor Contracts for Trade Types. Make sure that one of the Vendors for the same Trade Type is marked as default.
The page "Trade Type Vendors" contains the action "Populate" which populates the list with all Trade Types defined in the setup.
In the page "Work Planning" available for lot selection packages, the action "Release for POE" is modified in a way that creates notification Planning Lines for each vendor that should be notified.
In the pages that list Planning Lines, fields "Trade Notification" (Boolean) and "Trade Notification Code" are added.
Creation of POEs from a Lot Selection Package or from Phase Planning Lines does not require "Vendor Contract No." to be specified in the Planning Lines, however, "Vendor No." is still required.
In the page "Model Item House Areas", two columns are added: "Item No." and "Item Description".
In the page "Construction Work Order", two columns are added to order lines: "Unit Cost" and "Total Cost". Only a user with functional permission "CAN SEE LOT COSTS" can seed these columns.
In the page "Lot Budget", the action "Populate Anchor Amount" is added. This function copies "Estimated Amount" to "Anchored Amount" for each lot budget line of the current budget revision.
In the page "Lot Budget", action "Un-Anchor" requires a user to have functional permission "CAN UN-ANCHOR BUDGET".
In the page "Split Costs Across Lots" called from the "Purchase Invoice Card", the "Item No." used for splitting the cost and populated from the "Vendor Card" can be changed.
In the pages "Phases" and "Phase Card", the field "Site Super Name" becomes obsolete and is replaced with the fields "Site Superintendent Code" and "Site Superintendent Name".
The page "Site Superintendents" allows a user to define the global list of site superintendents. You can open this page from the main menu HomeBuilder Setup or from the Search.
In the pages "Phase" and "Phase Card", the action "Copy Content To" is added. This action allows a user to copy the content of the phase to selected phases within the same company. A user can choose what data to copy. The entities for copying include the following:
Print with Costs (prints Work Order with Unit Cost, Total Cost in the lines, and with totaling section)
Send by Email with Costs (sends Work Order report with costs by email)
These actions are enabled only for users with functional permission "CAN SEE LOT COSTS".
Actions "Dimensions-Single" and "Dimensions-Multiple" are added to page "Lots" and action "Dimensions" is added to the page "Lot Card". They work the same way as in pages "Jobs" and "Job Card".
Page "Document Layouts" called from the "Vendor Card" by action Related Vendor Other Document Layouts was modified. Action "Copy from Repost Selections" populates the Document Layouts with HomeBuilder reports applicable to vendors. Corrections:
The bug with the error message "The Lot Selection Choice does not exist." which was happening on adding a choice in in-line mode has been fixed.
The bug with assigning Dimensions on purchase, sales documents, and general journals when all Shortcut Dimensions in General Ledger Setup are filled in has been fixed.
In Vendor Card, when "Default Line Type" is 'G/L Account' then the field "Default No." looks up to G/L Accounts filtered by the following criteria:
Account Type = 'Posting'
Income/Balance = 'Income Statement'
Blocked = 'No'
When the "Default Line Type" is 'Item' then the field "Default No." looks up to Items filtered by the following criteria:
Designation = 'Single Item'
Variants Required = 'No'
Color Chart = 'No'
Blocked = 'No'
With this release, the "Job Statuses" get replaced with "Stock Statuses".
The Boolean field "End of Life" is added to the table "Sales Statuses". When a Sales Status with "End of Life" set to 'Yes' gets assigned to a Lot, the field "Blocked" gets assigned with the option "Posting". In other words, it will be not possible to post transactions for that Lot.
The fact-box which is available in the page "Phases" is added to the page "Phase Card".
The following flow-fields are added to page "Phases":
The field "Description" is added to the page "Lot Card".
In HomeBuilder W1, the field "ABN No." is added to the "Global Vendor Card" for Australian clients.
In the page "Sales Statuses", you have the ability to define how Sales Status can be changed by specifying a list of "next" statuses for each status.
In Models, the field "Number of Bedrooms" became Decimal, and the field "Number of Bathrooms" was added as Decimal. When "Model Code" gets assigned to a Lot, the lot fields "Number of Bedrooms" and "Number of Bathrooms" will be populated from the Model.
You have the ability to export Lot Customers and Contacts into one Excel spreadsheet. To run the export, go to the main menu HomeBuilder Reports/Exports Export Lot Purchasers.
You have the ability to import Lot Customers and Contacts from one Excel spreadsheet. To run the import, go to the main menu HomeBuilder Reports/Exports Import Lot Purchasers.
The checkbox "Print Bundle Components" is added to the Options of reports "Color Chart" and "Purchaser Extras" available under Lot Selection Packages. When this flag is set to Yes, the system prints the description of the components that constitute the selected bundle items.
The checkbox "Lot Mandatory on Purchases" is added to the HomeBuilder Setup. When this checkbox is set to Yes, a user must specify "Phase Code", "Lot Code", and "Cost Detail Code" in purchase lines (expect retainage purchase lines).
The checkbox "Lot is not mandatory on purchases" is added to Vendors and Global Vendors. This checkbox allows for excluding certain vendors from the requirement to specify "Phase Code", "Lot Code", and "Cost Detail Code" in purchase lines when the checkbox "Lot Mandatory on Purchases" in the HomeBuilder Setup is set to Yes.
In the page "My Notifications", all notifications introduced by the HomeBuilder application start with the word "HomeBuilder".
You have the ability to turn off the warning on exceeding Budget Amount on posting a purchase document of Job G/L Journal for a user having functional permission "CAN EXCEED BUDGET". To do so, find the line "HomeBuilder - Warn about posting which exceeds Budget Amount for a lot budget line." and uncheck the flag "Enabled".
You have the ability to turn off the confirmation dialog on changing Quantity in the Model House Area Measurements. To do so, find the line "HomeBuilder - Confirm changing Quantity in Model House Area Measurements." and uncheck the checkbox "Enabled".
The option of online help is added to pages "Bank Account Reconciliations" and "Bank Acc. Reconciliation".
When a Lot Installment gets posted in a Bank Deposit or Cash Receipt Journal, the Dimensions for the Phase and Lot get assigned to the corresponding Bank Deposit Line or Cash Receipt Journal Lines.
Bug fix: On changing "House Area Code" in a Lot Selection Choice, the "Quantity" gets re-calculated from the Model Item Applicable House Areas.
A card view (not just a list) has been added to the "Lot Selection Choices".
The fact boxes of pages "Lot Selection Choices" and "Lot Selection Choice Card" now show the picture of the selected item or item variant.
In the page "Lot Selection Choices", a user can add a new lot selection choice directly in the grid. A user has the option to enter first the House Area Code and then the Item Category Code, or vice versa.
A new Lot Selection Choice can be added only if the Lot Selection Package is in the Status "Open".
Pictures can be added to the Construction Diary Entry only if the Status is "New".
A Buyer Notification Card can be opened regardless of its Status. If the Status is other than “New”, then the card gets opened in read-only mode.
Bug fix: on retrieving License Type upon creation of sandbox environment.
Bug fix: On changing "Unit Cost Override" in Lot Selection Choice Components, the "Unit Cost Override" of the Lot Selection Choice gets re-calculated correctly.
On importing the Excel sheet into Item Worksheet, empty cells for Decimal and Integer values get interpreted as zeros, and empty cells for Boolean values get interpreted as FALSE.
Please review the "HomeBuilder Release Notes Testing Advisory" prior to installing on your system.
This is a regular, scheduled Dynamics Business Central SaaS release of HomeBuilder on Microsoft AppSource. This release contains improvements and fixes, as reported in implementations and usage, by consultants and/or customers and is aggregated monthly. Details below.
To report any issue or request an enhancement in HomeBuilder or Retainage please submit an email to homebuilder@suiteengine.com
This release introduces construction Projects as an optional classification. Hierarchically, Project is higher than Phase and lower than Company. The Project Code can be assigned to a Phase and be shown in Models and Lot as a flow-field. The list of Projects can be accessed from HomeBuilder Operations menu of Role Centers "HomeBuilder Executive" and "HomeBuilder Admin"; or from the Search field.
The integration with HomeBuilder Portal is fully available.
The Phase Card is added for improved data entry and viewing now that the Phase has many more functions.
The following check-box fields are added to Phase to turn on or off certain functionalities in the homebuyer interface of HomeBuilder Portal.
As an efficiency improvement, it is now possible to push House Areas to Models rather than selecting House Areas to pull into Model. The Action "Push to Models" is added to the page "House Area". This action allows you to add multiple House Areas to multiple Models.
To improvement visibility of an already existing function, a new field "Quantity" is added to Model Items. This read-only calculated field shows the Quantity defined in Model Item House Areas. Click on Quantity value to see Model Item House Area records.
In page "Model House Areas", the filter by Model can be removed.
Two fields are added to the following pages: "Phase Tasks", "Task Operations" and "Workflow Tasks":
Selection Package Card can be opened from the whole-company list of Selection Packages.
Some of obsolete code got removed with this release.
As a result of cancellation, the Lot Selection Package changes its Status to 'Cancelled' and Planning Lines created for the Lot Selection Package get deleted unless there are some transactions executed for these Planning Lines.
Cancelled By User Id
Cancelled Date/Time
On assigning Model Code to a Lot, the workflows applicable to the Model will be pushed to the Lot.
In the page "Construction Workflow Templates", new action "Push to Models" is added. This action allows a user to push selected workflows templates to selected Models.
This release introduces the new field "Total Qty Per BOM" for BOM Components. When this field is assigned with a value, the Quantity in Planning Line created from the BOM Component will be equal to "Total Qty Per BOM" regardless of the Quantity in the Planning Line of the parental bundle.
When the "Total Qty Per BOM" in a BOM component gets assigned with a value, the field "Quantity Per" gets cleared, and vice versa.
In the page "HomeBuilder Setup", the checkbox "Diff. Customer than Lot on Sales Inv." is added. When this checkbox is turned on, you can post a Sales Invoice for a Lot with the Customer different from the one assigned to the Lot.
In the page "HomeBuilder Setup", the checkbox " Use Azure Blob Storage for HomeBuilder documents" is added. When this checkbox is turned on, the system stores HomeBuilder-related attachments (such a Pictures of Service Issues) in the Azure Blob Storage rather than in the Business Central database.
If you want a Company to be integrated with the HomeBuilder Portal, turn this flag on.
In the page "Lot Selection Choices", the action "Customer Signatures" allows a user to collect signatures from multiple home buyers represented by Contacts of the Lot.
Two new reports are added for Lot Selection Choices.
70526092 – Color Chart (with multiple customer signatures)
70526091 – Purchaser Extra (with multiple customer signatures)
To enable these reports, specify their Report IDs in "Report Selections – HomeBuilder".
Action "Measurements" is added to the Model Card. It works the same way as in the page "Models".
New action "Republish in Portal" is added to the page "Phase". This action allows to push all appropriate data related to the selected Phase to the HomeBuilder Portal.
In page "Lot House Areas", the filter by Lot can be removed.
In pages " Bank Account Ledger Entries" and "Check Ledger Entries", columns "Statement Status", "Statement No.", "Statement Line No." are added to the grids.
In pages "Lot Installments" and "Package Installments", columns "Cheque No." and "Cheque Date" are renamed into "Document No." and "Document Date".
The field "Job Posting Group" is added to pages "Lot Card" and "Lots".
In the page "Construction Item Card":
"Pricing Method" can be entered for items with Designation 'Bundle'.
"Default Vendor No.", "Default Vendor Contract No." can be entered for items with Designation "After-sales".
A user can see the full text of the error message by clicking on it.
On opening the page, the records are sorted by "Entry No." in descending order.
A user has ability to download the pictures from the Construction Diary entries and attachments from Buyer Notifications.
Field "Origin" (with options 'Business Central' and 'Portal') is added to Inspections and Service Issues to indicate where the record originates.
In the page "Model House Area Measurements", the deletion of records is allowed.
Corrections:
Bug fix: The Dimensions "Cost Group" and "Cost Detail" used in Closing Adjustment Journal may be not defined as Global Dimensions.
In the page "Portal Outbox Entries", the record can be deleted even if it has an error message.
When the checkbox is turned on:
When the flag is turned off:
This checkbox can be turned on only if the checkbox "Use Lot Types" is turned on.
When the checkbox "Model Price per Lot Type" is turned on:
When the checkbox "Model Price per Lot Type" is turned off:
On changing "Price" in the Model record or in the Model Lot Type record, the system updates field "Model Price" in the related Lots. The field "Original Price" stays intact.
In the page "HomeBuilder Setup", the checkbox "Check Vendor Invoice No. in all companies" is added.
When this checkbox is turned on:
When this checkbox is turned on, the Unit Cost of the component is not included into the Unit Cost of the parental bundle.
Cues "All Items" and "Component Items" are added to the Role Centers "HomeBuilder Executive" and "HomeBuilder Admin".
When the action "Ghantt Chart" is called from the page "Lot Task Operations", the tasks with empty "Scheduled Date Open" and "Scheduled Date Completed" will be presented as having start date "today" and the Duration of 1 day.
In the page "Job Cost Ledger Entries", the field "Sales Status" is added as a flow-field referencing the Lot record.
Corrections:
Bug Fix: In the pages "Construction Item Card", "Global Item Card", "Phase Item Card", "Model Item Card", "Phase Item Cost", and "Model Item Costs", the field "Unit Cost" is not editable if the item Designation is 'Bundle'. The reason is that the Unit Cost of the bundle is always determined by the Unit Cost of its components.
Bug Fix: In Item Variants, Global Item Variants, Phase Item Variants, and Model Item Variants, on re-calculating "Unit Cost", the Markup and Profit % get re-calculated.
In page "Item Worksheet", the actions "Export to Excel" and "Import from Excel" operate with columns applicable to the Business Central platform: NA or W1.
In the page "Item Worksheet", on applying Item Worksheet to Construction Items, the Unit Cost is assigned with 0 for items with Designation 'Customer Fee' and 'After-sales service'.
In the page "Item Worksheet", the discrepancies between Variants get validated only on applying an Item Worksheet to Construction Items.
The action "Re-apply Item Template" is added to the page "Item Worksheet".
The system provides ability to view the history of Status changes in lot tasks. To do so, run the action "History" in pages "Lot Task Operations", "Workflow Tasks", and "Phase Tasks".
In page "Vendor Contracts", the system provides ability to copy selected Vendor Contracts to another Phase using action "Copy to Phase".
Field "Transaction Code" is added to the Bank Account Card. When set to "45" it indicates that the bank account uses the USD currency (in a Canadian bank). The Transaction Code gets printed at the end of MICR code in the following cheque reports:
Field "Mobile Phone No." is added to the "Global Vendor Card".
Page "Phase Items" is available from the main menu of role centers "HomeBuilder Admin" and "HomeBuilder Executive". When called from the main menu, it shows Phase Items for all Phases.
The following flow-fields are added to Phases:
On changing Quantity in Model House Area Measurements, the warning for changing Quantity in Lot House Area Measurements is shown only if it is checked in My Notifications.
On changing Category Code in Construction Item (or Global Item) the warning for reviewing House Areas in the item is shown only if it is checked in My Notifications.
In the page "Lot Workflows", the Boolean column "Construction Workflow" is added.
Field "Start Date" is added to Phases to indicate the beginning of the construction.
Actions "Create Work Order" and "WO Card" are added to the page "Lot Planning Lines". They work the same way as in the page "Phase Planning Lines".
The following actions are added to the page "Vendor Work Orders":
They work the same way as in the "Work Order Card" page.
Actions "Upload Picture", "Delete Picture" are added to the page "Model Card". The picture gets pushed to the HomeBuilder Portal to be shown for the home buyers.
The column "Action" (with options ‘Publish’, ‘Unpublish’) is added to the page "Portal Outbox".
Cues "Job Cost Ledger Entries", "Construction Workflows", and "Key Dates" are added to the page "Phases".
Cue "Lots" is added to pages "Models" and "Model Card".
Cue "Picture Count" is added to the page "Inspection Service Issues".
Cues "Pictures", "Lots" are added to the page "Construction Diary".
Cues "Attachments" and "Lots" are added to the page "Buyer Notifications".
Page "Job Cost Ledger Entries" when called from a Phase or Lot provides ability to remove the filters.
Page "Lot Key Dates" when called from a Phase or Lot provides ability to remove the filters.
Page "Item House Areas" provides ability to remove the filter by Item No.
Page "Contract Revision Items", action "Push Costs to Lots": If only one line is selected, the system shows a warning.
In role centers "HomeBuilder Executive" and "HomeBuilder Admin", the cue "Lot Installments" is changed to "Lot Installments (Unposted)".
The size of the field "Address" in the Lot Card is increased to 100 characters.
Fields "Portal Status" and "Portal Status Date/Time" are added to the following tables:
Lot Installment
Lot Selection Package
Lot Selection Choice
Bug Fix: In the page "Item Worksheet", when the Item Template Code is entered to a line, the Task No. and Cost Detail Code get unconditionally updated from the Item Template.
Bug Fix: In the page "Item Worksheet", on applying the Item Worksheet, the Markup gets correctly updated in Construction Items.
Bug Fix: In the page "Construction Item Card", the Price/Profit gets re-calculated upon changing Unit Cost.
Bug Fix: It is now possible to edit Quantity in "Model House Area Measurements" when the "Model House Areas" page is called from the cue in the page "Models".
Action "Push to Models" (available in the "Construction Item Card") checks Quantity only in the Model House Area Measurements applicable to the selected Items.
License limitations are added for actions in pages "Task Operations" and "Workflow Tasks".
Some objects and fields got to the final stage of being obsolete.
Change the sorting order of the Planning Lines, made available on the Purchase Invoices and Orders to Phase Code, Lot Code, House Area Code, and Item No
Add an ability to change task in Lots from one set of tasks to another.
There is a new check-box field "Primary" added to the Contact Card and Contract List. This indicates the primary contact on the Lot. When set to 'Yes', the Contact Code of the contact gets populated into the Customer Card.
The column "Client Name" is added to the table "ACH RB Footer", which allows the user to specify Client Name in the footer of the EFT file for Royal Bank of Canada when using Data Exchange Definitions. The Client Name gets retrieved from the Bank Account record.
In the page "HomeBuilder Setup", the check-box field "Don't create Planning Lines on Closing Adjustment" is added to the section "Postings". When it is set to "Yes", the system does not create Planning Lines on posting the Closing Adjustment Journal.
In the page "HomeBuilder Setup", the fields " Azure Blob Storage Account" and " Azure Blob Storage Key" are added to the section "Global Settings". The Azure Blob Storage is used to store pictures and attachments of Diary Entries and Buyer Notifications to be accessed later from the HomeBuilder Portal.
The field "Printed Name" was added to VAT Posting Setup to be printed in the customer purchase and sales documents in the W1 version of the HomeBuilder.
The API Pages have been added to enable retrieving the following entities from the PowerBI.
To improve visibility of date and not force the user to jump out of the Model Budget page to find the related information , the following fields are added to the page "Model Budget" as flow fields with values from the underlying tables: "Model Item Amount", "Planned Cost Amount", "Planned Revenue Amount", "Planned Amount", "Actual Amount".
The field "Model Code" is added to Job Cost Ledger Entry. The filed gets populated on posting.
The field "Check No. Prefix" is added to the "Bank Account Card". The prefix gets printed in front of the "Cheque No." on all custom cheques.
Actions "Print Selections" and "Print Extras" are added to the page "Lot Selection Choices".
Menu item "Item Worksheet Templates" is added to the role centers "HomeBuilder Executive" and "HomeBuilder Admin".
The following Queries were added to be accessible from Power BI:
License limitations are added to pages "Construction Item Templates" and "Construction Item Template Card".
On changing Designation in Construction Item, Global Item or Construction Item Template: If Designation is not "Customer Fee" and Color Chart is set to 'No' then the "Revenue Detail Code" gets cleared.
In Planning Lines, Quantity can be changed even if the Planning Line is release for POE.
Action "Push to Models" in page "Construction Items": "Default Vendor No." and "Default Contract No." get assigned to Model Item Variant if they are not already assigned.
In the page "Lot Selection Packages", actions "Print Selections" and "Print Extras" got promoted (visible in the menu ribbon).
On renaming a Phase, the associated Dimension Value gets renamed as well.
Page "Lot Budget":
Bug Fix: On updating "Unit Cost" for in "credit" Phase Item, "Phase Item Variant", "Model Item", or "Model Item Variant", the sign in the corresponding Contract Revision Item stays negative.
Bug Fix: On running actions "Update Items" and "Update Global Items", the sing in "credit" Construction Items and Global Items stays positive.
Bug Fix: On creating new Contract Revision, the sign for "Unit Cost" in Contract Revision Items for "credit" Phase Item Variants and Model Item Variants stays negative.
On the creation of a new Construction Item, the system suggests choosing one of the available Item Templates.
On dispatching Global Vendors to companies, the Vendor Bank Accounts and Document Layouts get pushed to local Vendors.
Field "Preferred Bank Account Code" is added to the Global Vendor Card.
Page "Global Vendor Card" provides the ability to attach documents.
The field "Phase General Lot Code" is added to Phases to specify the fictitious lot for posting general phase expenses.
Field "Description 2" is added to Global Items, Construction Items, Phase Items and Model Items. Field "Item Description 2" is added to Selection Options, Lot Selection Choices, and Contract Revision Items. Field "Description 2" in Planning Lines gets populated from Items or Lot Selection Choices.
In purchase documents, on running action "Populate from Planning Line", a user doesn't necessarily need to specify Phase Code or Contract No. In this case, the user will see planning lines which belong to different phases and/or contracts.
On adding purchase line with different phase code, the phase code gets cleared from the purchase header.
In Construction Items the following fields are added:
On pushing Items to Models, the system does the following:
In Global Items, Construction Items, Phase Items, Model Items: If Markup is set to 0, the Profit % is set to 0 as well
Improved business rules in Global Items and Construction Items:
Status 'Accepted' is added to POE to signify that the Vendor has accepted the POE in Vendor Portal. Field "Date Accepted" is added to POE.
In page "Lot Card", action "Populate Adjustment Journal" is enabled also for Sales Status 'Occupancy.
In page "Lot Card", the "Sales Status" can be changed regardless of the current value.
In page "Model Budget", a user can remove the filter by the model and push selected budget lines to lots. The list of the lots contains lots having models of selected budget lines.
Column "Model Name" is added to the page "Motel Items".
In the Gantt Chart displayed for Task Operations, the start date for Completed task is determined as "Date Started" if the task was explicitly stared or "Scheduled Date Open" otherwise.
On Starting a Task, if Date Open is empty, it gets populated with Date Started.
In Phase BOM Components, changing the field "Use Component Cost" is not allowed if the Phase BOM Component is referenced from a Vendor Contract.
Upon creation of a Vendor Contract, the first Vendor Contract Revision gets created with the Revision Date assigned with the current date.
In the Construction Item, error messages contain Item No.
In page "POE Card", action "Release" is enabled when the Status is 'Open'. The action "Re-open" is enabled when the Status is 'Released'.
Bug Fix: In page "Task Operations", Planning Lines are now shown under the tasks.
Bug Fix: In pages "Workflows" and "Lot Workflows", a user can schedule multiple selected workflows at once.
The print-out for Service Work Order shows the Closing Date of the lot.
In the page "Lot Workflows", a workflow can be deleted even if some of its tasks are 'Started' or 'Completed'. Upon deletion, tasks with a Status of 'Started' or 'Completed' will not be deleted, however the dependencies for the remaining tasks will be deleted.
On the Pages "Construction Items" and "Construction Card", the action "Push to Models" will not update "Unit Cost" in Phase Items, Phase Item Variants and Phase BOM Components if they are assigned with Vendor Contracts. The "Unit Price" gets recalculated based on Markup if the "Price/Profit Calculation" rule is 'Price=Cost+Profit'.
For the action "Split Costs Across Lots" in Pages "Purchase Invoice" and "Purchase Credit Memo":
The fields "Default Line Type", "Default Cost Detail Code", "Default No." are removed from the pages "Purchase Invoice", "Purchase Credit Memo", "Purchase Order", "Purchase Return Order".
For the pages "Lot Task Operations", "Workflow Tasks":
In the page "Lot Task Operations", the action "Gantt Chart View" is added.
A new section called "Contacts" is added to the Lot Card.
For the action "Un-release" in the Lot Card, the ability to unrelease has been extended to work even if some of the Lot Planning Lines belong to Work Orders. The action un-releases all Lot Planning Lines that are not related to a Work Order.
In the page "Construction Items", the action "Push to Lots" is added. To run this action, you must ensure that Items were already pushed to Models. This function is out of sequence with standard “new item” creation however it makes sense when you want to push information from previously created Items.
The following fields have been added to Global Vendor Card and List:
In the Page "Phase Items", the cues "Model Item Variants" and "Model BOM Components" have been added.
For the pages "Lot Planning Lines" and "Planning Lines":
On the page "Add Planning Item" (called from page "Lot Planning Lines"): page title contains Lot Code.
A new custom report for Purchase Order (ID: 70526090) is created to include column with the "Lot Code". To use this report, please change settings in Repost Selections for Purchases.
The Page “Phase Item Variants” allows for filter removal when opened from cue “Phase Item Variants” in page “Item Variants”.
On-line help is added to the following pages:
In pages “Construction Items”, “Construction Item Card”, “ Global Items”, and “Global Item Card”, action “Push to Model” propagates ‘After-sales’ Items to Phases.
When called from the page “Phase Items”, action “Push to Lots” makes sure that all Phase Items belong to the same Phase, and the Lots belong to the Phase of the selected Phase Items.
Bug fix: On posting Purchase Credit Memo or Purchase Return Order, the validation rule for over-crediting has been fixed to be based on posted amounts.
Bug fix: On changing Customer “No.”, the system changes Customer No. in Lot Installments.
Role Centers “HomeBuilder Admin” and “HomeBuilder Executive”: cue “Pending Construction Work Orders” includes Work Orders with the Status "New".
Bug Fix: On Adding Item to Planning Lines, the system correctly sets flag "Released for Construction" in added Planning Lines.
Bug Fix: In the page "Global Items", action "Push to Models" excludes items with Designation 'Component' from pushing.
In page "Phase Items", action "Copy Costs" copies "Unit Costs" even if the destination Phase Item is assigned with a Vendor Contract. In this case, the "Unit Cost" in the Vendor Contract will be updated as well.
Page "Models", action "Copy from Another Model": Quantities in Model House Area Measurements gets copies when in Model House Area Measurements already exist.
Bug Fix: On opening Lot Workflow the initial tasks get opened.
Bug Fix: Phase BOM Component: validation for reference from Contract Revision Items happens only if flag "Use Component Cost" has changed.
Bug Fix: On changing Unit Cost in Phase Item of Designation 'Component', the Unit Cost gets updated in the corresponding Phase BOM Components if "Use Component Cost" is set to 'Yes'.
Pages "Construction Items" and "Construction Item Card": actions "Copy to new Item", "Push to Models" are enabled if the company License Types in page "HomeBuilder License Selection" is not 'Basic'.
Bug Fix: Action "Push to Model" correctly sets Variant Code in Phase Item Variants.
The routine of re-opening workflow tasks has been redesigned to open not only initial tasks but also the tasks with completed predecessors.