Business Central 2024 wave 1 (BC24): Invoice a customer for multiple projects/jobs (new Get Project Planning Lines action)

Dynamics 365 Business Central

The article titled "Hi, Readers" discusses the public preview for Dynamics 365 Business Central 2024 release wave 1 (BC24) and the new features it offers.
One of the new features mentioned is the ability to invoice a customer for multiple projects, which simplifies the invoicing process and improves accuracy.
Previously, there was a feature to combine shipments on a single invoice, but there was no such feature for the Project (Jobs) module. With the BC24 release, users can now add project planning lines from multiple projects to a sales invoice in one go.
The article provides step-by-step instructions on how to utilize the new "Get Project Planning Lines" action on the "Sales Invoice Subform" page to add project planning lines to an invoice.
The limitations of the previous versions are also mentioned, including the absence of the "Get Project Planning Lines" action on sales orders or sales quotes, and the inability to filter on the Ship-to Code or Contact No. fields.
The article concludes by encouraging readers to try out the new feature and mentions the use of standard terminology for project management in BC24 (Jobs -> Projects).

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