Wiise 2.0 Update: Business Central 2024 Release Wave 1

What's new in Wiise 2.0 Australia and New Zealand in April 2024.

Overview

Wiise 2.0 Australia and New Zealand has now been upgraded to Business Central 2024 Release Wave 1. Full details about this major platform upgrade can be found here. Here are some of the notable features in this release.

Sustainability and ESG reporting

Record and report on a wide spectrum of sustainability information, encompassing both qualitative and quantitative aspects, and forward-looking and retrospective data. 

You can use Sustainability Journals and Recurring Sustainability Journals to record data, based on the Chart of Emission Accounts. You can use different emission groups, subgroups, and formulas to make the collection of emissions as easy as possible. This feature also has Sustainability Entries where data is recorded and used for reporting.

Finance updates

Ensure accurate inventory valuation by controlling cost adjustment

Minimize the number of items with inaccurate costs and reduce the time between posting an entry and reflecting its cost in the general ledger. You can track the performance of the cost adjustment batch job for each run and individual item. If the batch job has errors, you can identify the problematic items and take corrective actions. For example, you can exclude the items from calculations to ensure uninterrupted adjustments for other items.

Invoice a customer for multiple projects

Simplify your invoicing process by sending one invoice for multiple projects, which reduces manual effort and improves accuracy.

Inventory and warehouse management updates

Carry item description to warehouse entries

When reconciling or auditing data, it's useful to have the description of the item from the source document on the warehouse ledger entries. On the Warehouse Setup page, you can choose the Copy Item Descr. to Entries checkbox so that when transactions are made at locations that require bins, the description text on lines of type Item carries over to the warehouse entries.

Enhancements have been made to how the Assign Lot No. and Assign Package No. actions work:

• You can select multiple lines.
• You can select existing lines—for example, where serial number or lot is populated—and assign a package number where it's missing. You can do the same for lots. If the package or lot is already defined, the actions won't overwrite the existing values.

The Warehouse Item Tracking Lines page got the same enhancements as Item Tracking Lines:

• The Quantity (Base) field has an indicator to remind people to specify a quantity.
• The confirmation dialog ensures that you're aware of potential data loss if you leave the Quantity (Base) field empty.
• Drill-down in the Item Tracking Code field helps you easily go to the related item tracking record and explore its settings.

Assemble to project

Assemble to project helps you improve inventory management by assembling to order only when it's required, and enable other ways to customize projects.

Projects updates

Set projects to archive automatically

Set up projects to archive automatically, so that you don't need to think about it. With automatic archiving, Business Central creates a new version of the archived document when people do the following:

• Change the status of a document, or delete it.
• Print, download, or send a document by email.
• Post an invoice.

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.

Service updates

Define a service invoice posting policy for various users

Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages. A setting on the User Setup page lets you specify how each user can process service invoices.

Manage document attachments in service items and documents

Digitalize document management of service-related documents (such as maintenance manuals, warranty certificates, or inspection reports) by attaching them directly to service items, contracts, and invoices. Access critical documentation on the go, ensuring efficient service delivery.

Block items or variants from service transactions

Prevent certain items, item variants, or service items from being used in service management transactions, such as service contracts, service orders, and service invoices. This can be useful if you want to restrict the availability of some items or service items for service purposes, for example, due to discontinued support, limited stock, or contractual agreements.

Usability improvements for service and projects

This release includes a number of improvements:

• The PowerBI and Project Details FactBoxes are available on the Project List page, so you can access project details from the list.

• The Item Reference No. field is available on the following tables and pages:

  • table 5902 Service Line
  • page 5934 Service Invoice Subform
  • page 5936 Service Credit Memo Subform
  • page 5906 Service Item Worksheet
  • page 5905 Service Lines

• Add more columns to service documents:

  • Quote No. on posted services documents, such as posted service credit memos and invoices.
  • Bill-to Name and Sell-to Name fields are available in the service contract list.
  • External Document No. in service documents, service orders, credit memos, invoices, quotes, posted service invoices, shipments, credit memos, and service ledger entries. This data is passed to general ledger entries. If an external document number isn't specified, Business Central uses the original service document number when you post to the general ledger.
• Add the External Document No. or Your reference columns to the project list.

New Collection Management Role Centre

Collection management tasks center on customers and posted documents, and typically involve creating and sending reminders, statements, or other related documents. Information that's important for collection managers is gathered on a modernized version of the Accounts Receivable Administrator Role Center.

More information

For more information on this release, you can find Microsoft's Business Central release notes here.