New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Define Default Location for Project or Project Phase

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 5th of the new functionality in the Application section is define default location for project or project phase.

Reduce the time you spend on data entry and focus more on core tasks by specifying a default location and bin for projects on the Project Card page. When you create project tasks, project planning lines, and project journal lines for the project, the default location and bin are automatically assigned. Stay flexible with the ability to change the location code and bin on tasks and lines if needed.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

Specify a default Location Code and Bin Code on the Project and Project Task Lines Subform pages. Similar to production order processes, these default values simplify data entry on project tasks, project planning lines, and project journal lines.

Location and Bin in Project

Project Card page

The Location Code and Bin Code are available on the Posting Tab. If you define a To-Project Bin Code on the location, the bin code is populated when you select the location code. If your warehouse flow requires warehouse picks, you can also define other bins from which to consume items.

These fields are the defaults when you create project tasks. Changes won’t be made to existing project tasks.

Project tasks

The Location Code and Bin Code don’t display by default, but you can add them through personalization. These fields are the defaults when you create project planning lines and project journal lines. Changes won’t be made to existing lines.

Project planning lines

The Location Code is based on the value selected on the job planning line when you select an item. If a bin code isn’t defined for the project task, the bin from the default bin content is selected. You can change both values manually.

Project journal lines

The Location Code is based on the value selected on the job journal line when you select an item. If a bin code isn’t defined for the project task, the bin from default bin content is selected. You can change both values manually.

Purchase lines

This change doesn’t affect purchase documents.

My Opinion

This sounds like a small time saver for when creating new projects. Not a large time saving, but a small one and potential to reduce errors.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Handle Multiple File Uploads and File Drop Zones

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