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HomeBuilder

RELEASE NOTES

HomeBuilder 1.0.2022062019.49336 Release

June 20, 2022


HomeBuilder 1.0.2022052519.47862 .0.2022062019.49336 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

Release Overview

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:

Feature Enhancements
  • Consistency improvement: Job G/L Journal: Overbudgeting control is added to behave the same as purchases.
  • Automation improvement: Purchase Lines, Sales Lines, Job G/L Journal Lines: When Task is missing in the Lot, the system suggests creating a workflow which contains this task for the Lot. 
  • Automation improvement: Purchase Lines, Sales Lines: If Cost Detail is missing in the Lot Budget, the system suggests adding it there. 
  • Automation improvement: Purchase Lines, Sales Lines: For line Type ‘Item’, when Cost Detail cannot be determined from Phase Item it gets determined from Item.
  • Automation improvement: Lot Card, action “Site Model on Lot”: If a Cost Detail Code of sited item is missing in the Lot Budget, it will be added there automatically.
  • New reporting function: Closing Date Types:
    • Field “Outside Closing” has been removed
    • Field “Notice Term” has been 
    • Closing Date Type can be associated with Key Dates for closing and notice dates
  • New reporting function: Lot Closing Dates:
    • Fields “Outside Closing”, “Notice Period” have been removed
    • Fields “Notice Term”, “Notice Due Date”, “Notice Sent Date” have been added.
    • On changing date fields, the corresponding Lot Key Dates get updated.
  • New reporting function: Lot Card: Field “Outside Closing Date” has been removed.
  • New reporting function: New page “Lot Closing Dates (All)” is created to view all lot closing dates within the company.
  • Usability improvements: Phase (Lot) Planning Lines:
    • Contract cannot be assigned if the planning is completed or is a part of a Work Order.
    • Flag “Non-default Vendor” is added to indicate that a planning line is assigned with a Vendor Contact different from the one assigned to the corresponding Phase Item.
    • When Vendor Contract is assigned to a Planning Line, its Unit Cost gets retrieved from the corresponding Contract Revision Item.
  • Usability improvements: Page “Contract Revision Items”: two action “Update Global Items” and “Update Items” were added to update Unit Costs in Global Items and Items with Cost Scope “Universal”.
  • Usability improvements: Page “Models”: Fact box has been added with the following cues.
    • Lot Types
    • House Areas
    • Model Items
    • Model Budget
    • Key Dates
  • Usability improvements: Page “Phases”: Two cues are added to the fact box.
    • Un-assigned Phase Items
    • Planning Lines with non-default Vendors
  • Usability improvements: Pages “Phase Items”, “Phase Item Card”: Fact box has been added with the following cues.
    • Phase Item Variants
    • Phase BOM Components
    • Planning Lines
    • Vendor Contracts
    • Vendor Contract Lines

 

Corrections
  • Global Item Category: optimization of algorithm for re-population of House Areas on changing Parent Category Code.
  • Optimization of algorithms for removing and adding of Global Category House Areas.
  • Optimization of algorithms for removing or adding of Global Item House Areas.
  • Optimization of algorithm for removing Global Item Variant.
  • Optimization of algorithm for re-population of House Areas on changing Parent Category.
  • Deletion of Item Category House Area: confirmation dialogue happens only if the trigger is not executed in background session.
  • Global Item, Global Item Variant: on changing Description, it gets propagated to local Items and local Item Variants.
  • Global Items, action “Push to Models”. Phase Item Variants and Model Item Variants inherit Vendor Contract from the corresponding Phase Item.

HomeBuilder 1.0.2022052519.47862 Release

May 25, 2022


HomeBuilder 1.0.2022052519.47862 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

Release Overview

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:

Feature Enhancements
  • Field “Id” of type GUID is added to Phase, Model, Vendor Contract – in preparation for the Trade Contractor portal release.
  • In Lot Selection Choices, page for selecting Item Variant provides ability to view variant image.
  • Page “Phases”: Fact Box with the following cues is added:
    • Models
    • Phase Items
    • Vendor Contracts
    • Planning Lines
    • Work Orders
    • POEs
    • Color Selections
    • Blocks/Floors
    • Phase Tasks
  • Pages “Global Items” and “Global Item Card”: Fact Box is added with the following cues:
  • Companies Where-Used
  • Global Item Variants
  • Components
  • House Areas
  • Pages “Global Items” and “Global Item Card: Fact Box provides ability to import image for the global item. The image gets propagated to local items on running action “Push to Models”.
  • Page “Global Item Variants”: Fact Box is added with ability to import an image for a global item variant. The image gets propagated to local item variants on running action “Push to Models”.
  • Page “Model Items”: Fact Box is added with the following cues:
    • Variants
    • Components
    • House Areas
    • Planning Lines
    • Vendor Contracts
  • Page “Item Variants”: Fact Box is added with ability to import an image.
  • Pages “Contraction Items”, “Construction Item Card”: The following cues are added to the Fact Box:
    • Components
    • House Areas
    • Phase Items
  • Role Centers “HomeBuilder Executive”, “HomeBuilder Admin”: Cue “Phases” is added
  • Role Centers “HomeBuilder Executive”, “HomeBuilder Admin”: all cues referencing tables with Phase Code respect Default Phase Code filter set in “My HomeBuilder Settings”.
  • Page “Lot Card”: on assigning/changing Model Code, the Lot Budget gets populated/re-populated from the Model Budget.
  • Pages “Lots”, “Lot Card”: action “Posted Adjustment Entries” is added to action group “Related”. This action allows a user to view posted general journal lines for Closing Adjustment Journal. To enable this functionality, open page “General Journal Templated” and set flag “Copy to Posted Jnl. Lines” for journal “Closing Adjustment Journal”.
  • Page “Lot Selection Choices”: on choosing Item or Item Variant for a Lot Selection Choice, there is ability to open Item Card for the Item.
  • Page “Lot Selection Choices”: on choosing Item Variant for a Lot Selection Choice, there is ability to open variant options page in tile view with variant image displayed.
  • Page “Lot Installments”: column “Lot Sales Status” is added to reflect the Sales Status of the Lot.
  • Page “Lot Installments”: the following actions are added to “Related” action group:
    • Deposits
    • Cash Receipt Journal
    • Posted Deposits
    • Posted General Journal (to enable this functionality, open page “General Journal Templated” and set flag “Copy to Posted Jnl. Lines” for journals “Cash Receipts” and/or “Deposits”.)
  • Payment Journal: In companies having license type “Test”, printing cheques is enabled only if “Document Date” is in December or January.
  • Page “HomeBuilder License Selection”. The licensing model is modified in a way that it counts users specifically marked for using HomeBuilder functionality. To enable this, grid listing users is added to this page.
  • Page “HomeBuilder Setup”: Action “History” is added to view the history of changes in HomeBuilder Setup (who and when made the changes).
  • Page “Lot Budget”, action “Cost Detail Report” is renamed to “Cost Details (Excel)”. This action is added to page “Lots” and “Lot Card”.
  • Report “Cost Details (Excel) is modified in the following way:
    • Report options “Date From”, “Date to” are added.
    • Instead of column “Actual Amount” there are now two columns:
      • Actual for Period (posted Amounts within “Date From”, “Date To” interval)
      • Actual to Date (posted Amounts up to “Date To”)
    • Outstanding Amount is calculated based on Actual to Date
  • Permission Set “HB Basic” is added. This permission set is based on “BASIC” but it excludes sensitive finance-related table related to posting history.

 

Corrections
  • Page “My HomeBuilder Settings”: the Default Phase filter is stored in uppercase.
  • Page captions are corrected for the case when Homebuilder Licensing Type for the company is limiting certain actions.
  • Page “Phase Planning Lines”: the default filter on Designation has been removed.
  • Page “Populate Adjustment Journal”: fields “Gen. Journal Template Name”, “Batch Name”, “Standard Adjustment Journal” get auto populated when possible. Field “Posting Date” gets populated with the current date.
  • Pages “Global Items”, “Global Item Card”: action “Push to Model” shows only the Models for which the current user has read permissions.
  • In General Journal Lines, Purchase Lines and Sales Lines, dimensions can be used independently from custom fields “Phase Code”, “Lot Code”, “Cost Detail Code”.
  • In page “Lots”, the page “Lot Card” can be opened by clicking on the “Lot Code” in the list.
  • Bug fix: if Job is not related to a Lot (i.e., its fields “SEHB Phase Code” and “SEHB Lot Code” are empty), the posting can be done in traditional BC way using Job No, Job Task No. and (when applicable) Job Planning Line No. This applies to General Journal Lines, Purchase Lines and Sales Lines.
  • Bug Fix:  In Purchase Lines, when “Cost Detail Code” is pre-populated from Vendor, changing the “Cost Detail Code” caused error “Insufficient memory due to recursion”.
  • The upgrade module ensures that the functional permissions get populated.
  • Fixed the error on indentation of newly created Global Item Category.
  • Page “Lot Budget”: fixed filtering on drill-down to Actual amount.

HomeBuilder 1.0.2022050619.46300 Release

May 6, 2022


HomeBuilder 1.0.2022050619.46300 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

Release Overview

Fix the behaviour of Dimensions on sales and purchase lines to allow for using these base documents to function without HomeBuilder tables being populated. Details below:

Corrections
  • The sales and purchase documents in the base system required HomeBuilder setup to be completed. This should not be the case and the way that Dimensions is used should be detached to a greater degree than it was.
  • Change the behaviour to that a defaulting (rather than synchronized) with Dimensions associated with the following tables:
    • Phase
    • Lot
    • Cost Group
    • Cost Detail

HomeBuilder 1.0.2022042219.45166 Release

April 22, 2022


HomeBuilder 1.0.2022042219.45166 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

Release Overview

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:

Feature Enhancements
  • Introducing Lot functionality to the sales system in BC. The origin is for customers that would like to rent units and use the sales system to do this. The start is to integrate all the systems, once complete we will move to automating the creation of sales invoices.
    • Sales Invoice Card. Ability to manually enter lines that will be posted and affect lot cost actuals. This can be done using two options:
      • Enter Type=’Item’, No., Phase Code, Lot Code
      • Enter Type=’G/L Account’, Phase Code, Lot Code, Cost Detail Code
    • In both cases, if the system is able associate sales line with existing planning line, it will create one upon user’s confirmation.
    • Sales Invoice Card. Action “Populate from Planning Lines” is added.
  • Fact Boxes are added to the following pages:
    • Construction Items
    • Construction Item Card
    • Vendor Contracts
    • Contract Revision Items
    • Lot Selection Choices
  • Field “Available” is made editable in the lists of Global Items and Construction Items.
  • One more functional permission “CAN SEE MODEL PRICES” is added. This functional permission allows a user to view prices in Models and Model Lot Types.
  • For License Type ‘Test’, posting is enabled for any year but still restricted by December and January.
  • HomeBuilder License Selection: On changing license type to “Test”, the system requires that company name contains word “TEST” (not starts with “TEST”).
Corrections
  • Customer cheque reports have been adjusted to accommodate safe fonts.
  • Bug Fix: On changing field “Available” in Construction Items, it gets propagated to Phase Items in all companies.
  • HomeBuilder Setup: Fixed dependency between ‘Local vendors creation not allowed’ and ‘Local vendor modification not allowed’
  • Bug fix: Standard Adjustment Journal now shows lines for closing adjustment template only.
  • Spelling of “HomeBuilder” is fixed in numerous objects.

HomeBuilder 1.0.2022032919.43759 Release

March 29, 2022


HomeBuilder 1.0.2022032919.43759 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

Release Overview

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:

Feature Enhancements
  • Model price gets defined per Lot Type only. New field “Price From” is added to indicate minimal Price in Model Lot Types for the Model.
  • Fields “Model Price” and “Model Price Date” were removed from Model Lot Types.
  • Ability to search Cost Detail by Name in Purchase Lines.
  • Improved performance for action “Assign Vendor Contract” in Phase Items.
  • Selection of upgrades and extras can be done using tiles with displaying pictures of items. To enable this feature, check flag “Use tiles for selection choices” in HomeBuilder Setup.
  • Ability to disable adding/modifying local Vendors.
  • Vendor can be assigned with Default Cost Detail Code, which will be automatically assign to purchase Line of Type “G/L Account” after entering Phase Code and Lot Code.
  • In purchase lines of Type “G/L Account”, line Description gets populated with Cost Detail Name upon entering Cost Detail Code.
  • In Lot Budget, fields “Planned Cost Amount” and “Planned Revenue Amount” can be drilled down to planning lines which constitute them.
  • In action “Push Phase Items to Lots”, lots to be selected are ordered by Lot Code.
  • On creation of Work Order, if all source planning lines belong to the same lot then the Work Order gets assigned with the Lot Code.
  • Planning Lines used for populating purchase document lines can include lines with Designation “After-sales”.
  • Action “Repopulate Measurements” is added to Model House Areas.
  • Columns are re-arranged in pages “Lot Planning Lines” and “Phase Planning Lines”.
  • Field “Buy-from Vendor No.” became visible by default in purchase documents to simplify searching vendor by its name.
Corrections
  • In action “Move to another Work Worder” in Work Order Card, the target Work Order can belong to any Vendor.
  • Improved lookup from Global Item to Global Item Category.
  • Error message is corrected on invalid deletion of Service Issue.
  • Validation on deletion of Checklist Entry has been fixed.
  • Fixed logic of deletion of Global Category House Area.
  • Fixed Issue: When the Model Budget is empty, calling action “Populate” was causing error.
  • Fixed error on setting defaut Phase Code in My HomeBuilder Settings.
  • Minor fixes in role centers.
  • Sub-pages of purchase documents gets refreshed upon entering Phase Code, Lot Cost, Cost Detail Code.
  • On releasing Lot Selection Package, newly created planning lines get populated with Job Contract Entry No.
  • Sub-pages of purchase documents gets refreshed upon entering Phase Code, Lot Cost, Cost Detail Code.
  • In report “Lot Cost Summary”, the format of “Sq. Footage” has changed to numeric.

 

HomeBuilder 1.0.2022022319.41597 Release

February 21, 2022


HomeBuilder 1.0.2022022319.41597 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview

This is a new SaaS release of HomeBuilder specifically for Microsoft AppSource based upon the original “on-prem” version of the software.

 

Feature Enhancements
  • In Job Planning Lines, field “Remaining Total Cost” gets calculated as “Total Cost” – “Posted Total Cost”.
  • Action “Un-site Model from Lot” checks if base contract planning lines of the lot are referenced from non-posted purchase of sales documents.
  • In Phase Items, action “Push to Lots” skips “Base Contract” phase items if the destination lot is un-sited; and allows for pushing if the phase item neither “Color Chart” or “Base Contract”.
  • Dialog “Select Planning Lines” (for adding to a purchase document)
    • Field “Phase Code” gets pre-populate from the user’s default filter (it is one phase)
    • Field “Vendor Contract No.” get pre-populate if there is one contract for Phase/Vendor.
    • Flag “Include lines with zero “Remaining Cost” is added.
  • Action “Populate from Planning Lines” in purchase documents. On selection of planning lines in page “Planning Line Selection”, two editable columns are added:
    • Qty. to Invoice (populated with Remaining Qty.)
    • Amount to Invoice (populated with Remaining Total Cost)In case when a user needs to do partial purchase of an item of planning line, it is possible to specify purchase amount directly in field “Amount to Invoice”; then “Qty. to Invoice” will be reduced accordingly.
  • Upon populating purchase line, “Qty. to Invoice” will be copied to purchase line “Quantity” and “Amount to Invoice” – to “Unit Cost”.
  • In Global Items and Construction Items, action “Push to Models” automatically re-populates Color Selections of destination phases.
  • In page “Vendor Contract”, action “Latest Revision Items” is added. This action open list of revision items for the current revision.
  • In page “Contract Revision Items”, action “Push Unit Cost to Lots” has been added. This action pushes Unit Costs from selected revision items to existing planning lines assigned with the vendor contract.
  • Page ribbon (actions) has been re-arranged in numerous pages.
  • The following fields have been added to pages “Lot Planning Lines”, “Phase Planning Lines”, and “Planning Line Card”.
    • Qty. Posted
    • Posted Total Cost
    • Remaining Qty.
    • Remaining Total Cost
  • Page “Work Order” is made available from Role Centers or Search.
  • In action “Add to Deposit” of page “Lot Installments”, fields “Batch Name” and “Deposit No.” get pre-populated when possible.
  • In action “Add Installments to Cash Receipt Journal” of page “Lot Installments”, field “Batch Name gets pre-populated when possible.
  • Page “Push Phase Items to Lots” shows column “Sited” in the lot list.
  • Report “Lot Cost Detail”
    • Default filters by Phase Code and Lot Code have been added
    • Estimated Amounts are retrieved from the current revisions of the lots.

 

Corrections
  • In Role Centers, the date filter is fixed for activities “Closings this month” and “Installments this month”.
  • Upon resolving service issue, the system completes the inspection if all other service issues are resolved.
  • On installation, permission role for tables of SEN Common Library is assigned to all users who are not SUPER in all companies.
  • Minor corrections in integration with Stripe.com
  • Upon running action “Populate from Planning Lines” in purchase documents (Purchase Invoice, Purchase Credit Memo, Purchase Order and Purchase Return Order), the document totals get refreshed.
  • Upon action “Populate Adjustment Journal” in the Lot Card, dimensions for Cost Group, Cost Detail, Phase and Lot get populated in journal lines.
  • Page “My HomeBuilder Setting” has been fixed to respect the current user.
  • Page “Inspection Applicable Checklist Items”, fix for the problem: Action “Populate” generates an error when executed for empty list of applicable checklist items.

 

HomeBuilder 1.0.2022021619.41167 Release

February 16, 2022


HomeBuilder 1.0.2022021619.41167 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview

Updated integration with Stripe.com.

 

Feature Enhancements

New release for the purpose of maintaining the SEN Common library. No changes of any note.

 

HomeBuilder 1.0 Release

February 9, 2022


HomeBuilder 1.0 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview

This is a new SaaS release of HomeBuilder specifically for Microsoft AppSource based upon the original “on-prem” version of the software.

Enhancements
  1. Setting default phase filter
    A User can define default filter for phases in page “My HomeBuilder Settings”.
    As a result, the system sets this filter on opening numerous list pages such as Model, Lots, Work Orders, POEs, Lot Selection Packages, Lot Installments, etc.
  2. New look of role centers
    Role centers “HomeBuilder Executive”, “HomeBuilder Admin”, “HomeBuilder Decor Designer”, “HomeBuilder Inspector” are added with actions, activities, and cues.
    The main menu has been restructured.
  3. Control of purchase overage
    Control of overage is introduced on two levels:
    – Planning overage, i.e., exceeding “Total Cost” of a job planning line
    – Budget overage, i.e., exceeding “Estimated Amount” per Cost Detail Code for a lot
    The overage is enabled in HomeBuilder Setup page by checking flags “Allow Planning Overage” and “Allow Budget Overage”. To perform postings with overage, a user must have functional permission “CAN EXCEED BUDGET” assigned through a functional role in User Card.
  4. Cost re-allocation
    The application allows a user to re-allocate cost from one lot to multiple lots. This release includes the following enhancements for cost re-allocation.
    – The re-allocation is to be posted using Job G/L Journal to create G/L Entries with corresponding Dimensions (along with entries in Job Cost Ledger Entries)
    – A User can choose one of four re-allocation rules:
    —Evenly
    —Per Sq. Footage
    —Per Offer Price
    —Manually
  5. Report “Lot Cost Summary” outputs totals of estimated, planned, actual and outstanding amounts per lot.
  6. Action “Re-populate” is added to page “Contract Revision Items”.
    This action re-populates contract revision items from Phase/Model Items assigned with the vendor contract.
  7. Lot Cost Detail Report is added with two option filters: by Phase Code and Lot Code.
  8. Field “Basement Sq. Footage” is added for Models and Lots.

 

Corrections:
  1. Field “Cost Detail Code (Extra)” has been removed from Global Item, Construction Item, Phase Item and Model Item as unnecessary.
  2. The calculation of “Planned Amount” was changed to consider field “Cost Detail Code (Extra)” being removed. This change has affected Lot Budget Lines as well as reports Lot Cost Detail, Phase Budget Report, Lot Cost Summary.
  3. On deletion of Item Category, its Item Category House Areas get automatically deleted.
  4. Action “Push Items to Models” is disabled for items with Designation ‘Component’. Component items get pushed to models along with bundle items.
  5. Action “Push Items” on page “Push Items to Models” populates Vendor Revision Items with created (or updated) Phase Items and Model Items.
  6. Action “Add Selected Items” on page “Add Items to Model” populates Vendor Revision Items with created (or updated) Model Items.
  7. Un-siting model from a lot is now possible even if the lot has planning lines or postings which are not related to base contract items.
  8. Ability to move work order line to a work order which belongs to different vendor contract.
  9. On moving work order line to another work order, the underlying job planning line gets updated with Vendor No. and Vendor Contract No. of the destination work order.
  10. Re-issuing work order (after it had been completed) is not possible it the underlying job planning lines belong to completed task.
  11. Action “Remove Selected” in page “Vendor Progress Bill Card” page has been removed as unnecessary.
  12. It is possible to add job planning lines with Status other than ‘Completed’ to a Progress Bill.
  13. Pages “Vendor Work Orders”, “Purchase Orders for Extras”, and “Vendor Contracts” can be opened from a role center or Business Central general search.
  14. On changing job task Status to ‘Started’, the underlying job planning lines also change their Status to ‘Started’.
  15. In page “Lot Key Dates”, fields “Scheduled Date” and “Actual Date” can be editable if there is no task referencing the Lot Key Date.
  16. In “Lot Cost Detail Report”, option “Exclude Zeros” takes field “Actual Amount” into account.
  17. Functional permissions get inserted upon installation of HomeBuilder extension.

 

HomeBuilder 1.0 Release

January 14, 2022


HomeBuilder 1.0 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview
Corrections

Dynamics BC would fail to complete the standard Dynamics BC Cloud Migration update and would then not all allow users to open the partially created database if the Sandbox was originally connected to stripe.com. This update allows access to the database.

HomeBuilder 1.0 Release

December 7, 2021


HomeBuilder 1.0 Release Notes (Full Version)

Please review the “HomeBuilder Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview

This is a new SaaS release of HomeBuilder specifically for Microsoft AppSource based upon the original “on-prem” version of the software.

Retainage Payables aka Holdbacks 1.0 Release

June 11, 2021


Retainage Payables 1.0 Release Notes (Full Version)

Please review the “Retainage Payables aka Holdbacks Release Notes Testing Advisory” prior to installing on your system.

 

Release Overview

This is a new SaaS release of Retainage Payables aka Holdbacks specifically for Microsoft AppSource based upon the original “on-prem” version of the software.