July 21, 2022
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
1. New functionality for Key Date Analysis. A user can set multiple Key Date Analysis Views using Key Date Templates. Upon running Key Date Analysis Views, page Key Date Analysis gets formed dynamically. In this page, the rows represent selected lots and columns represent key dates of the template specified in the view.
2. In page “Lot Installment”, action “Add to Deposit” is replaced with action “Add to Bank Deposit”. This replacement is done to satisfy the changes in Business Central 20 where functionality of “Deposits” is replaced with functionality of “Bank Deposit”.
3. Page “Lot Installments”: Ability mark lot installments as posted is introduced for lot installments posted directly in Cach Receipt journal, Bank Deposits or migrated from a legacy system. Lot installments marked manually as posted can be un-marked.
4. Page “Lot Selection Choices”: two columns are added for better visibility.
– Selected (to indicate that the choice was made) – not updated
– Variants Required (to indicate that the choice requires selection of Variant)
5. Page “Model Budget”: new action “Push to Lots” is added. This action allows to push selected model budget lines to selected lot which belong to the model.
6. Page “House Area Items”: New action “Item Card” is added to open “Construction Item Card” for house area item.
7. Page “Global Items”: field “Description” became editable, the Description gets propagated to local Items upon changing.
8. Role Center “HomeBuilder Executive”: item “Payment Journal” is added to main menu; menu item “Deposits” is replaced with “Bank Deposit”
9. Page “VAT Entries”: column “External Document No.” is added for better visibility.
10. Enabled Lot Budget management in companies with license type “Warranty”.
11. Page “Global Items”, action “Push to Models”: the system ensures that the Cost Detail Code of the Item is added to the budgets of the models where the items get pushed to.
12. Page “Lot Card”, action “Site Model on Lot”: the system ensures that the Cost Details of created planning lines are added to the Lot Budget.
13. Page “Lot Selection Packages”, action “Release”: the system ensures that the Cost Details of created planning lines are added to the Lot Budget.
14. Role Centers “HomeBuilder Admin” and “HomeBuilder Executive”: new cue “Lot Closing Dates” is added.
15. New report for Stub/Stub/Check payment cheque is created. The report prints amount (in words and digits) using regular (non-secure) font. The report number is 70526088.
16. Page “House Areas”: Fact box is added with the following cues:
– Applicable Items
– Applicable Checklist Items
17. Pages “Lot Selection Packages”, “All Lot Selection Packages”: Fact box is added with the following cues:
– Choices
– Selected Choices
– Non-selected choices
– POEs
– Planning Lines
18. Pages “Lots”, “Lot Card”: Fact box is added with the following cues:
– House Areas
– Closing Dates
– Customers
– Contacts
– Sales Log
– Budget
– Lot Installments
– Selection Packages
– Planning Lines
– POEs
– Job Cost Ledger Entries
– Workflows
– Tasks
– Key Dates
– Inspections
– Posted Adjustment Entries
19. Pages “Construction Items”, “Construction Item Card”: cue “Vendor Contracts” is added to the fact box.
20. Page “Item Variants”: Fact box is added with the following cues:
– Phase Item Variants
– Model Item Variants
– Planning Lines
– Vendor Contracts
21. Online help is added to the following pages:
– Adjustment Journals
– All Lot Closing Dates
– All Lot Selection Pkgs.
– Constr. Item Categories
– Construction Item Card
– Construction Items
– Cost Details
– Cost Groups
– Inspection Card
– Inspections
– Inspection Service Issues
– Lot Budget
– Lot Card
– Lot Closing Dates
– Lot Selection Packages
– Models
– Phases
Corrections
22. Page “Lot Budget”:
– Column “Outstanding Amount” gets refreshed on the page right after updating “Estimated Amount”.
– Outstanding Amount get calculated depending on the rule set in HomeBuilder Setup (“Estimated Amount – Actual Amount” or “Estimated Amount + Planned Amount – Actual Amount”)
23. Page “Lot Budget”: On adding new lot budget revision, the system makes sure that all model budget lines are added to the lot budget.
24. Pages “Lot Planning Lines”, “Phase Planning Lines”: column “Non-default Vendor” is visible by default.
25. Page “Package Installments”: column “Payer Name” is shown by default.
26. Page “Contract Revision Items”: action “New” is removed.
27. The code for taking picture for global items, global item variants, items and item variants using camera is changed according to the changes in Business Central 20.
28. Page “Vendor Contract” can be called from the Search to show Vendor Contracts for the whole company.
29. Bug Fix: On updating Unit Cost in Contract Revision (upon updating Unit Cost in Phase Item or Model Item), item flag “Cost per Item Variant” is considered.
30. Bug Fix: In page “Phase Items” fact box cue “Vendor Contract” was showing non-zero count for un-assigned phase items.
31. Bug Fix: In page “Phase Items” actions “Update Global Item Costs” and “Update Item Costs” were incorrectly updating Items with “Required Variants”=yes and “Cost Per Variant”=no.
32. Bug Fix: On adding Item to Contract Revision (upon assigning vendor contract to a phase item) the system now considers flag “Cost Per Variant” which prevents creation with multiple revision items with the same Unit Cost.
33. Bug Fix: Adding component to global bundle was generating error if the item was previously pushed to models.
34. Reports for printing Work Order and after-sales Inspections run without error even if the user created Works Order or Inspection is missing.
35. The performance of retrieving license type on numerous operations has been essentially improved due to caching.
36. In both custom payment cheques (Check/Stub/Stub and Stub/Stub/Check) the space for payee name is expanded.
37. Page “Lot Selection Choices”: Action “Populate” is re-designed in a way that guarantees including of applicable Model Items into Choices even if the corresponding Color Selection records are missing.
38. Field “Price/Profit Calculation” is changed from Option to Enumeration in the following tables to reflect changes in Business Central 20.
– SEHB Global Item
– SEHB Global Item Variant
– SEHB Global BOM Component
– SEHB Service BOM Component
– Item Variant
– Phase Item
– Phase Item Variant
– Phase BOM Component
– SEHB Model Item
– SEHB Model Item Variant
– SEHB Model BOM Component
39. Field “Task Type” is changed from Option to Enumeration in the following tables to reflect changes in Business Central 20.
– SEHB WF Template Task
– SEHB WF Template Dependency
– SEHB Global WF Task
– SEHB Global WF Dependency
40. The Permission Sets of HomeBuilder extension are switched into “from extension” mode according to requirements of BC20.
41. Page “Lot Closing Dates”: corrected re-calculation of “Notice Due Date”.
42. Bug Fix: Tax calculation is fixed in custom purchase and sales Invoice and Credit Memo printouts. Field “Tax Liable” gets considered now.
43. Page “Model Budget”: confirmation dialogue is added for action “Populate” reports.
44. Page “Model Item Variants” shows columns Phase Code, Models Code, House Area Code depending on where is was called from.
45. Page “Phase Item Variants” shows columns “Phase Item”, “Item No.” depending on where is was called from.
46. Stripe Integration is turned off for extension upgrade routines.
47. Additional keys are added to numerous tables to improve the performance.