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2023 HomeBuilder Release Notes Detail for Dynamics 365 Business Central

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

Release: 21.0 Release Date: 2023-12-21

Version: 23.1.20231221.112658

Enhancements:

  1. 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.

  2. The integration with HomeBuilder Portal is fully available.

  3. The Phase Card is added for improved data entry and viewing now that the Phase has many more functions.

  4. The following check-box fields are added to Phase to turn on or off certain functionalities in the homebuyer interface of HomeBuilder Portal.

  • Show Prices and Deposits
  • Show Notifications
  • Show Chats
  • Show Installments
  • Show Selections
  • Show Schedule
  • Show Service
  • Show Weather

  1. 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.

  2. 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.

  3. In page "Model House Areas", the filter by Model can be removed.

  4. Two fields are added to the following pages: "Phase Tasks", "Task Operations" and "Workflow Tasks":

  • Portal Status
  • Portal Status Date/Time
  1. For better finance tracking, the following fields are added to the following pages: "Package Planning Lines" which gets called from Lot Selection Package (card or list):
  • Posted Total Cost
  • Purchase Document No.
  • Sales Invoice No. Corrections:

  1. Selection Package Card can be opened from the whole-company list of Selection Packages.

  2. Some of obsolete code got removed with this release.

Release: 20.0 Release Date: 2023-11-26

Version: 23.1.20231126.107901

Enhancements:

  1. This release introduces ability to cancel a Lot Selection Package after it has been released. To cancel a Lot Selection Package, open the "Lot Selection Package Card" and run action "Cancel".

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.

  1. Two fields are added to Lot Selection Package table and pages:

  • Cancelled By User Id

  • Cancelled Date/Time

  1. This release introduces the ability for a user to specify which workflows are applicable for a Model. To view or manage model applicable Workflows, run action "Applicable Workflows" in the Model list or the Model Card.

On assigning Model Code to a Lot, the workflows applicable to the Model will be pushed to the Lot.

  1. 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.

  2. 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.

  1. 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.

  2. 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.

  1. 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.

  2. 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".

  1. Action "Measurements" is added to the Model Card. It works the same way as in the page "Models".

  2. 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.

  3. In page "Lot House Areas", the filter by Lot can be removed.

  4. In pages " Bank Account Ledger Entries" and "Check Ledger Entries", columns "Statement Status", "Statement No.", "Statement Line No." are added to the grids.

  5. In pages "Lot Installments" and "Package Installments", columns "Cheque No." and "Cheque Date" are renamed into "Document No." and "Document Date".

  6. The field "Job Posting Group" is added to pages "Lot Card" and "Lots".

  7. 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".

  1. Page "Portal Outbox Entries":

  • 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.

  1. A user has ability to download the pictures from the Construction Diary entries and attachments from Buyer Notifications.

  2. Field "Origin" (with options 'Business Central' and 'Portal') is added to Inspections and Service Issues to indicate where the record originates.

  3. In the page "Model House Area Measurements", the deletion of records is allowed.

Corrections:

  1. Bug fix: The Dimensions "Cost Group" and "Cost Detail" used in Closing Adjustment Journal may be not defined as Global Dimensions.

  2. In the page "Portal Outbox Entries", the record can be deleted even if it has an error message.

Release: 19.0 Release Date: 2023-10-20

Version: 23.0.20231020.102918

Enhancements:

  1. In the page "HomeBuilder Setup", the checkbox "Use Lot Types" is added.

When the checkbox is turned on:

  • A user can specify Lot Types applicable for a Model.
  • A user can assign Lot Type to a Lot
  • When a user assigns Model Code to a Lot, the list of Model is limited to those which are applicable to the Lot Type of the Lot.

When the flag is turned off:

  • When a user assigns Model Code to a Lot, the list of Models includes all Models.
  1. In the page "HomeBuilder Setup", the checkbox "Model Price per Lot Type" is added.

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:

  • A user must specify the Price per combination Model/Lot Type.
  • When a user enters Model Code to a Lot, the field "Model Price" gets assigned from the Model Lot Type record.

When the checkbox "Model Price per Lot Type" is turned off:

  • A user must specify the Price right in the Model record.
  • When a user enters Model Code to a Lot, the field "Model Price" gets assigned from the Model record.

  1. 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.

  2. In the page "HomeBuilder Setup", the checkbox "Check Vendor Invoice No. in all companies" is added.

When this checkbox is turned on:

  • On posting Purchase Invoice, the system checks if the purchase invoice with the same "Vendor No." and "Vendor Invoice No." was posted in any other company.
  • On posting Purchase Credit Memo, the system checks if the purchase credit memo with the same "Vendor No." and "Vendor Cr. Memo No." was posted in any other company.
  1. The checkbox "Use in Bundle Cost" is added to the following tables:
  • Service BOM Component
  • Global BOM Component
  • Phase BOM Component
  • Model BOM Component

When this checkbox is turned on, the Unit Cost of the component is not included into the Unit Cost of the parental bundle.

  1. Cues "All Items" and "Component Items" are added to the Role Centers "HomeBuilder Executive" and "HomeBuilder Admin".

  2. 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.

  3. In the page "Job Cost Ledger Entries", the field "Sales Status" is added as a flow-field referencing the Lot record.

Corrections:

  1. 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.

  2. 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.

  3. 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.

  4. 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'.

Release: 18.2 Release Date: 2023-09-29

Version: 22.5.20230929.100296

Enhancements:

  1. In the page "Item Worksheet", the discrepancies between Variants get validated only on applying an Item Worksheet to Construction Items.

  2. The action "Re-apply Item Template" is added to the page "Item Worksheet".

  3. 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".

  4. In page "Vendor Contracts", the system provides ability to copy selected Vendor Contracts to another Phase using action "Copy to Phase".

  5. 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:

  • 70526084 SEHB Check (Check/Stub/Stub)
  • 70526089 SEHB Check (Chk/Stb/Stb-Plain)
  1. The following fields are added to Buyer Notifications:
  • Subject
  • Acknowledgement Level
  • Acknowledgement Date/Time
  1. The following fields are added to the sub-grid "Notification Lots" in the page "Buyer Notifications":
  • Acknowledged Date/Time
  • Notification Lot Status

  1. Field "Mobile Phone No." is added to the "Global Vendor Card".

  2. 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.

  3. The following flow-fields are added to Phases:

  • No. of Job Cost Ledger Entry
  • No. of Construction Workflows
  • No. of Key Dates

  1. 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.

  2. 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.

  3. In the page "Lot Workflows", the Boolean column "Construction Workflow" is added.

  4. Field "Start Date" is added to Phases to indicate the beginning of the construction.

  5. 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".

  6. The following actions are added to the page "Vendor Work Orders":

  • Issue
  • Un-Issue
  • Re-Issue
  • Report as Done
  • Complete
  • Cancel

They work the same way as in the "Work Order Card" page.

  1. 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.

  2. The column "Action" (with options ‘Publish’, ‘Unpublish’) is added to the page "Portal Outbox".

  3. Cues "Job Cost Ledger Entries", "Construction Workflows", and "Key Dates" are added to the page "Phases".

  4. Cue "Lots" is added to pages "Models" and "Model Card".

  5. Cue "Picture Count" is added to the page "Inspection Service Issues".

  6. Cues "Pictures", "Lots" are added to the page "Construction Diary".

  7. Cues "Attachments" and "Lots" are added to the page "Buyer Notifications".

  8. Page "Job Cost Ledger Entries" when called from a Phase or Lot provides ability to remove the filters.

  9. Page "Lot Key Dates" when called from a Phase or Lot provides ability to remove the filters.

  10. Page "Item House Areas" provides ability to remove the filter by Item No.

  11. Page "Contract Revision Items", action "Push Costs to Lots": If only one line is selected, the system shows a warning.

  12. In role centers "HomeBuilder Executive" and "HomeBuilder Admin", the cue "Lot Installments" is changed to "Lot Installments (Unposted)".

  13. The size of the field "Address" in the Lot Card is increased to 100 characters.

  14. Fields "Portal Status" and "Portal Status Date/Time" are added to the following tables:

  • Lot Installment

  • Lot Selection Package

  • Lot Selection Choice

  1. Page "Company API" is added for integration with PowerBI. The page lists all Companies.

Corrections:

  1. 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.

  2. Bug Fix: In the page "Item Worksheet", on applying the Item Worksheet, the Markup gets correctly updated in Construction Items.

  3. Bug Fix: In the page "Construction Item Card", the Price/Profit gets re-calculated upon changing Unit Cost.

  4. 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".

  5. Action "Push to Models" (available in the "Construction Item Card") checks Quantity only in the Model House Area Measurements applicable to the selected Items.

  6. License limitations are added for actions in pages "Task Operations" and "Workflow Tasks".

  7. Some objects and fields got to the final stage of being obsolete.

Release: 18.1 Release Date: 2023-08-16

Version: 22.4.20230817.94890

Enhancements:

  1. 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

  2. Add an ability to change task in Lots from one set of tasks to another.

  • Start the process by opening the page "Changing Tasks Batches".
  • Create a new batch.
  • Run the action "Changing Tasks Worksheet" which defines how the existing tasks will be changed to new tasks.
  • Run the action "Apply to Lots".
  1. There is a new functionality called “Construction Diary”.
  • Start a new Diary Entry by opening the page "Start Diary Entry".
  • Select the Lots applicable for new Diary Entry and press "New Diary Entry".
  • Enter a Note in the Diary Entry Card and take pictures.
  • Approve the entry and then it will be transferred to the HomeBuilder Portal to be displayed for home buyers
  1. There is a new functionality called “Buyer Notifications”.
  • Start the new Notification by opening the page "Start Notification".
  • Select the Lots applicable for new Notification and press "New Notification".
  • Enter the Note in the Buyer Notification Card and attach documents if required.
  • Submit the notification and it will be transferred to the HomeBuilder Portal to be displayed for home buyers.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. The API Pages have been added to enable retrieving the following entities from the PowerBI.

  • Construction items
  • Cost Details
  • Customers
  • Deficiency Types
  • House Areas
  • Item House Areas
  • Item Variants
  • Job Cost Ledger Entries
  • Job Ledger Entries
  • Lot Budget
  • Lot Installments
  • Lot Tasks
  • Model Budget
  • Model House Areas
  • Model Items
  • Model Item Variants
  • Vendors
  • Contacts
  • Contact Business Relations
  • Lot Key Dates
  • Lots
  • Models

Corrections:

  1. All relevant objects were modified to be compatible with the W1 version of Business Central

Release: 17.0 Release Date: 2023-06-28

Version: 22.2.20230628.xxx

Enhancements:

  1. Item Worksheets - Commentary:
  • One of the most significant aspects of implementation setup is the Item list. The Item lists directly impact how you use the system from the setup day forward.
  • The list of Items that you will create changes based upon the usage the Item, Base Contract Items are generally simpler and often have a one-to-one relationship with most of the setup tables. Selections Items are often categorized by type e.g., cabinets are set up one way and flooring another.
  • Having a simple view of Items without being forced to comply with all the controls of an ERP system is helpful in setup.
  • The setup of Items is made particularly complicated because all the ancillary tables that support items must be setup (in the base Dynamics BC system) prior to creating Items. People most commonly think of the Item first and the classifications (created by the ancillary tables) second.
  • The introduction of the Item Worksheet Templates helps improve the user experience for all these topics.
  1. Item Worksheets - Details:
  • A user can edit a list of Items or Items + Variants.
  • When creating the Item Worksheet Template you will need to specify which columns you want in the Worksheet. This flexibility creates a little extra work to start but it is necessary to allow each group of items to have their own Template setup.
  • The Item Worksheet Template allows to set the flag for automated copying Item No. to Task No. or to Cost Detail Code.
  • A user can create Item Worksheet Batches (individual worksheets) for each Item Worksheet Template. This allows the user to work from the same template layout but e.g., have a batch for hardwood and another for carpet.
  • A user can build the Worksheet with existing Items, import from Excel or just start typing to create new ones.
  • You may enter an existing Item into Item Worksheet Line on the Item No. field and the existing details get added.
  • If you enter e.g., CAR* to the template line, the system will find all items beginning CAR and enter all those items to the worksheet.
  • If you enter the Item Template Code into Item Worksheet Line, the details are updated based upon the Item Template values.
  • A user can export a worksheet into Excel, work on the list of items in the Excel worksheet and then import it back.
  • When a worksheet is ready, you will “apply” the worksheet to Items and the Item and any related tables will be populated with these new values. If you think you made a mistake, just recreate the worksheet from the newly created items, adjust and “apply” to items again.

  1. 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".

  2. The field "Model Code" is added to Job Cost Ledger Entry. The filed gets populated on posting.

  3. 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.

  4. Actions "Print Selections" and "Print Extras" are added to the page "Lot Selection Choices".

  5. Menu item "Item Worksheet Templates" is added to the role centers "HomeBuilder Executive" and "HomeBuilder Admin".

  6. The following Queries were added to be accessible from Power BI:

  • Models
  • Model Budget
  • Model House Areas
  • Model Items
  • Lots
  • Lot Tasks

Corrections:

  1. License limitations are added to pages "Construction Item Templates" and "Construction Item Template Card".

  2. 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.

  3. In Planning Lines, Quantity can be changed even if the Planning Line is release for POE.

  4. 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.

  5. In the page "Lot Selection Packages", actions "Print Selections" and "Print Extras" got promoted (visible in the menu ribbon).

  6. On renaming a Phase, the associated Dimension Value gets renamed as well.

  7. Page "Lot Budget":

  • On changing "Estimated Amount", the Comment for the previous change gets erased.
  • On creating Lot Budget Entry, the "Date Modified" gets assigned with today date.

  1. 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.

  2. Bug Fix: On running actions "Update Items" and "Update Global Items", the sing in "credit" Construction Items and Global Items stays positive.

  3. 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.

Release: 16.0 Release Date: 2023-06-07

Version: 22.0.20230607.xxx

Enhancements:

  1. Business Central table "Item Template" has been customized to include HomeBuilder specific fields. To maintain Item Templates for HomeBuilder functionality, call page "Construction Item Templates" from Role Centers "HomeBuilder Executive", "HomeBuilder Admin" or from the Search.

On the creation of a new Construction Item, the system suggests choosing one of the available Item Templates.

  1. Two actions are added to pages "Global Vendors" and "Global Vendor Card":
  • Vendor Bank Accounts
  • Document Layouts

On dispatching Global Vendors to companies, the Vendor Bank Accounts and Document Layouts get pushed to local Vendors.

  1. Field "Preferred Bank Account Code" is added to the Global Vendor Card.

  2. Page "Global Vendor Card" provides the ability to attach documents.

  3. The field "Phase General Lot Code" is added to Phases to specify the fictitious lot for posting general phase expenses.

  4. 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.

  5. 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.

  6. On adding purchase line with different phase code, the phase code gets cleared from the purchase header.

  7. In Construction Items the following fields are added:

  • Default Vendor No.
  • Default Contract No.
  • Default Contract Description

On pushing Items to Models, the system does the following:

  • Creates a Vendor Contract if one does not exist.
  • Assigns the Vendor Contract to the Phase Item if the Phase Item is not assigned to any Vendor Contract.

  1. In Global Items, Construction Items, Phase Items, Model Items: If Markup is set to 0, the Profit % is set to 0 as well

  2. Improved business rules in Global Items and Construction Items:

  • On changing Designation to 'Customer Fee', the Unit Cost is set to 0.
  • On changing Designation to 'Single Item', the field "Use Component Prices" is set to False.
  • On changing Designation to 'Customer Fee' or 'Bundle', the fields "Default Vendor No.", "Default Contract No.", "Default Contract Description" get cleared.
  • When "Color Chart" is set to 'No', fields "Color Chart Note" and "Show Note to Vendor" get cleared.

  1. 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.

  2. In page "Lot Card", action "Populate Adjustment Journal" is enabled also for Sales Status 'Occupancy.

  3. In page "Lot Card", the "Sales Status" can be changed regardless of the current value.

  4. 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.

  5. Column "Model Name" is added to the page "Motel Items".

  6. 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.

  7. On Starting a Task, if Date Open is empty, it gets populated with Date Started.

Corrections:

  1. In Phase BOM Components, changing the field "Use Component Cost" is not allowed if the Phase BOM Component is referenced from a Vendor Contract.

  2. Upon creation of a Vendor Contract, the first Vendor Contract Revision gets created with the Revision Date assigned with the current date.

  3. In the Construction Item, error messages contain Item No.

  4. In page "POE Card", action "Release" is enabled when the Status is 'Open'. The action "Re-open" is enabled when the Status is 'Released'.

  5. Bug Fix: In page "Task Operations", Planning Lines are now shown under the tasks.

  6. Bug Fix: In pages "Workflows" and "Lot Workflows", a user can schedule multiple selected workflows at once.

  7. The print-out for Service Work Order shows the Closing Date of the lot.

Release: 15.0 Release Date: 2023-04-21

Version: 22.0.20230421.80256

Enhancements

  1. 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.

  2. 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'.

  3. For the action "Split Costs Across Lots" in Pages "Purchase Invoice" and "Purchase Credit Memo":

  • The flag "Apply to Planning Lines" is added. When this flag is set to 'Yes', the system will try to apply added Purchase Lines to Lot Planning Lines.
  • Default values for fields "Default Line Type", "Default Cost Detail Code", "Default No." get populated from the Vendor Card and not from the Purchase Header.

  1. 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".

  2. For the pages "Lot Task Operations", "Workflow Tasks":

  • A user is allowed to delete a task. Upon deletion of a task, the task dependencies get re-established automatically.
  • A user is allowed to add a task. Upon adding a task, the task dependencies get established automatically based on the task number.

  1. In the page "Lot Task Operations", the action "Gantt Chart View" is added.

  2. A new section called "Contacts" is added to the Lot Card.

  3. 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.

  4. 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.

  5. The following fields have been added to Global Vendor Card and List:

  • Currency Code
  • Purchaser Code
  • Pay-to Vendor No.
  • Last Date Modified
  • Balance (includes Balances in all companies)
  • Balance (LCY)
  • Responsibility Center
  • Federal ID No.
  • IRS 1099 Code

  1. In the Page "Phase Items", the cues "Model Item Variants" and "Model BOM Components" have been added.

  2. For the pages "Lot Planning Lines" and "Planning Lines":

  • Fields "Description", "House Area", "Variant Description", "Unit Price" are editable when it is possible.
  • On changing "Quantity" or "Variant Code", the system checks if the Planning Lines belongs to a Work Order; in this case the change is not allowed.

  1. On the page "Add Planning Item" (called from page "Lot Planning Lines"): page title contains Lot Code.

  2. 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.

  3. The Page “Phase Item Variants” allows for filter removal when opened from cue “Phase Item Variants” in page “Item Variants”.

  4. On-line help is added to the following pages:

  • Global Key Date Categories
  • Global Key Dates
  • Global Key Date Templates
  • Key Date Categories
  • Key Dates
  • Key Date Templates
  • Lot Key Dates

Corrections

  1. In pages “Construction Items”, “Construction Item Card”, “ Global Items”, and “Global Item Card”, action “Push to Model” propagates ‘After-sales’ Items to Phases.

  2. 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.

  3. 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.

  4. Bug fix: On changing Customer “No.”, the system changes Customer No. in Lot Installments.

  5. Role Centers “HomeBuilder Admin” and “HomeBuilder Executive”: cue “Pending Construction Work Orders” includes Work Orders with the Status "New".

  6. Bug Fix: On Adding Item to Planning Lines, the system correctly sets flag "Released for Construction" in added Planning Lines.

  7. Bug Fix: In the page "Global Items", action "Push to Models" excludes items with Designation 'Component' from pushing.

  8. 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.

  9. Page "Models", action "Copy from Another Model": Quantities in Model House Area Measurements gets copies when in Model House Area Measurements already exist.

  10. Bug Fix: On opening Lot Workflow the initial tasks get opened.

  11. Bug Fix: Phase BOM Component: validation for reference from Contract Revision Items happens only if flag "Use Component Cost" has changed.

  12. 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'.

  13. 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'.

  14. Bug Fix: Action "Push to Model" correctly sets Variant Code in Phase Item Variants.

  15. The routine of re-opening workflow tasks has been redesigned to open not only initial tasks but also the tasks with completed predecessors.

Release: 14.0 Release Date: 2023-03-01

Version: 1.0.2023030120.73139

Enhancements:

  1. The functionality of page "Lot Budget" has undergone a major upgrade with respect to the underlying data structure. The functionality for most users will not be significantly altered however, these changes allow both for the more consistent usage (for users familiar with Base BC); there is now a more intuitive understanding for people that do not need full versioning.
  • The Fields "Committed Amount" and "Amendment of Est. Amount" are obsoleted as they are duplicated functionality and replaced with a new field respectively
  • The Field "New Amendment" is added to allow a user to directly enter changes to the "Estimated Amount".
  • The Field "Latest Amendment" is added to store the only the most recent changes to the "Estimated Amount".
  • The Field "Estimated Amount" can look-up to new page – "Lot Budget Entry", which shows the history of changes of "Estimated Amount" in all revisions for the Lot Budget Line.
  • On entering a Comment, it gets copied to the Lot Budget Entry for the most recent change of "Estimated Amount".
  • On adding a new revision, the record is added to the Lot Budget Entry with a zero Amount to give a full picture during an audit of data.
  1. The Action "Un-site Model" in the Lot Card is re-designed in the following way. If there are Lot Planning Lines which are referenced by other entities or transactions, the system does the following:
  • Prompts a user with the confirmation dialogue.
  • Removes only those Base Contract Lot Planning Lines which are not referenced by other entities or transactions i.e., the only those Lot Planning Lines that will be removed are those where no transaction has happened with them. The possible references include the following: Job Cost Ledger Entries, Job Usage Link, Purchase Lines, Sales Lines, Work Orders, started or completed Tasks.
  1. The Action "Site Model on Lot" in the Lot Card is re-designed in the following way. If there is a Base Contract Lot Planning Line which already exists AND the Model Planning Lines have a duplicate that the system wants to add upon siting, the system does the following:
  • Prompt the user with the confirmation dialogue.
  • Do not create a duplicate Lot Planning Lines (if one already exists).
  • Update Unit Cost for existing Lot Planning Lines.
  • Give a reminder to the user to update Vendor No, Contract No. and Description on existing base contract Lot Planning Lines if necessary (this is considered an intervention that is best handled manually).
  1. For both Construction Items and Global Items: a new field "Budget Overage Control" is added. The value of this field takes effect in the validation of budget overage for the item on posting purchase invoices or orders. The field has the following options:
  • Standard - uses the HomeBuilder Setup options in conjunction with User - Functional Roles.
  • Budget (Contract) Bypass - removes all Budget overage restrictions and messages when posting purchases against Lot Planning Lines (derived from Vendor Contracts).
  • Estimate Bypass - removes overage and messages against Estimated costs.
  • Budget & Estimate Bypass - removes all purchase Budget and Estimate posting restrictions including messages. This field is also shown as read-only for Phase Items and Model Items.
  1. The Pages "Lots" and "Lot Card": a new field "Construction Priority" is added.
  2. The Page "Lot Date Analysis View": a new field "Lateness Threshold" is added. This field is to be used in the Excel output for Lot Date Analysis View. The concept is that the Excel output uses a different colour if the Actual Date is later than the Planned Date but within the threshold.
  3. The Page "Key Date Template Items": fields for formatting Excel report for Lot Date Analysis Views are added: a. "Font Size" b. "Bold" c. "Uppercase" d. "Font Color" e. "Background Color".
  4. The Excel report for Lot Date Analysis Views has been re-designed.
  5. On the Pages "Phase Items" and "Phase Item Card": The cue "Model Items" is added to the fact-box.
  6. The Page "Planning Line Card" has the following fields added as read-only: a. "Qty. Posted" b. "Posted Total Cost" c. "Remaining Qty.".
  7. On the Pages "Phase Planning Lines" and "Lot Planning Lines": deletion of planning lines is allowed.
  8. The Page "Purchase Orders for Extras" is available from the Search.
  9. The Page "Contract Revision Items", action "Push Costs to Lots" displays a page with Lot Planning Lines for selected revision items. A user selects planning lines for which Unit Cost should be updated to make this page more consistent with other pages and to improve usability.

Corrections:

  1. Bug fix: In page "Lot Installments", the repeated adding of a Lot Installment to the Cash Receipt Journal or Bank Deposit is prevented.
  2. Bug fix: In table "Job Cost Ledger Entry", fields "Job No." and "Job Task No." reference tables "Job" and "Job Task" respectively.
  3. Lot Key Dates: improved logic of record deletion.
  4. Bug fix: On siting model on lot, some of the created Lot Key Dates were missing Phase Code and Lot Code.
  5. Bug fix: On workflow re-scheduling, field "Scheduled Date Open" remains intact for a started Task.