What's New: Project and Service Management (2024 release wave 1)

Overview

This 19-minute What’s New video covers the project and service management changes in the 2024 release wave 1. The project part is about warehouse integration: locations with directed put-away and pick can now be used for project consumption through warehouse pick lines. It also covers extended text for project items, replenishment from project planning lines with purchase orders, and item availability in planning lines and journals.

The service part covers archiving of service quotes and orders, a jump-to-order dialog on the make order action, report selection for the service item worksheet, and better filing of service contracts. A new setting controls whether filed contracts are deleted, and retention policies can be applied to filed contracts and service header archives. Several limitations around warehouse receipts for projects are stated.

Key points

• Project consumption now works with locations that have directed put-away and pick, using warehouse pick lines. One limitation is still pending.
• Warehouse receipt scenarios are not supported for projects. With a white location, you cannot post a purchase via warehouse receipt and have it consumed immediately.
• Project planning lines have a replenishment action that analyzes availability, suggests purchases, and can reserve items and create purchase orders.
• Extended text can be inserted for project items, set to insert automatically for projects or invoices, and printed on project quotes.
• Service quotes and orders can be archived and restored. The make order action offers a dialog to jump to the new order.
• Service contract filing keeps filed versions when the main document is deleted. A new toggle on service management setup, ‘Deleted filed contracts’ (off in the demo), controls this.
• Retention policies can now apply to filed service contracts and service header archives. The service item worksheet supports report selection.

Features

Every feature below: status not stated, demoed.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page “project list” at 1:39
• page “project assembly orders” at 2:40
• page “warehouse pick lines” at 3:00
• page “project planning lines” at 3:55
• page “project journal” at 4:16
• table “project ledger entry” at 4:27
• table 5802 “Value Entry” at 4:27
• table 7312 “Warehouse Entry” at 4:27
• page 5964 “Service Quote” at 11:46
• page 5900 “Service Order” at 13:21
• page 5906 “Service Item Worksheet” at 14:37
• page “report selection service” at 14:54
• page 6053 “Service Contract Quote” at 15:24
• page “filed service contracts” at 16:20
• page “service management setup” at 17:00
• table 6010 “Service Header Archive” at 18:01
• table “filed service contract” at 18:01

Not found in BC28-30: page “project list”, page “project assembly orders”, page “warehouse pick lines”, page “project planning lines”, page “project journal”, table “project ledger entry”, page “report selection service”, page “filed service contracts”, page “service management setup”, table “filed service contract”.

Quotes

• 0:47 “we continue our journey related to up taking of Rich warehouse and inventory capabilities and now we are also supporting locations where directed put”
• 1:39 “this functionality is quite powerful and useful if you’re dealing with work in progress for projects and because it’s a little bit hidden not”
• 3:20 “now you can use it for project as well you can see that project consumption will work as warehouse”
• 9:32 “we do not support Warehouse receipt scenarios for projects it means if you are using white location with directed pick and putaway you cannot”
• 11:26 “we also getting archiving capabilities which we are missing in service area for service quotes and orders”
• 13:07 “this feature is added via Cod development project all right this is service order which is uh right here”
• 16:20 “we stopped that let me show to you so now if you go and search for file service contracts yeah it’s actually the shareed”
• 17:00 “you can see the new toggle deleted filed contracts which is off so now filed versions of the contract or contract quote will not”

Disclaimers in the video

• 0:27 preview: developers who are using Insider build all already noticed some rare architecture happening in the internals of service management where we are transforming it to behave like IV solution
• 5:02 subject-to-change: we have one limitation still pending we will talk about it in uh later stage today the next one is extended text
• 9:32 subject-to-change: we do not support Warehouse receipt scenarios for projects it means if you are using white location with directed pick and putaway you cannot post purchase via wherehouse receipt and expect it to be immediate ly consumed not yet at least