The FORGE Release 1.213 is now available. This release makes everyday workflows smoother—from change orders and contracts to scheduling, time capture, and document search—while also improving reliability and consistency.
New Features
Mobile and Time Entry
Add a standalone Equipment workflow step to FORGE Mobile
This release adds a standalone Equipment workflow step to FORGE Mobile. See Equipment Step for more information.
How to access or use
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In Mobile Workflow Designer, add and configure an Equipment step.
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In FORGE Mobile, open an appointment and select Equipment to manage location equipment and service-call assignments. (WC-2089)
Enable Crew Leads to enter time for configured employees in Mobile
This release enables Crew Leads to enter time for configured employees in Mobile. See Crew Time Entry.
How to access or use
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Enable Allow Crew Entry in General Settings and configure Crew Lead positions and employee Crew Setup.
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In FORGE Mobile, open an appointment’s Time entry form, choose the crew recipients, and save. (WC-2351)
Service
Add AI-assisted equipment-document import to Location Equipment
This release adds AI-assisted equipment-document import to Location Equipment.
How to access or use
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Open Service, select a Location, and open its Equipment tab.
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Select the equipment-document import action, upload one supported file, optionally add instructions, and submit it. (WC-2290)
Purchasing and Billing
Widen the Service Call Invoice Cost picker to improve cost-row readability
This release widens the Service Call Invoice Cost picker to improve cost-row readability.
How to access or use
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Open a Service Call and start a new invoice, or open an existing Draft invoice.
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Open the Invoice Cost picker and select the costs to include. (WC-2245)
Reporting and Documents
Add one-time PNG image parameters to Fixed Report Builder previews and runs
This release adds one-time PNG image parameters to Fixed Report Builder previews and runs.
How to access or use
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In Fixed Report Builder, create an image parameter and bind it to an Image item.
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In Preview or Run, choose a valid PNG file and generate the report. (WC-2320)
Add hierarchy-aware Documents search for annotation attachments
This release adds hierarchy-aware Documents search for annotation attachments. See Documents.
How to access or use
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Open Service or Job Cost and select Documents.
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Apply any Customer, Location, Service Call, Job, Equipment, Appointment, filename, type, or date filters to find attachments. (WC-2339)
Add an Employee Timesheet PDF report
This release adds an Employee Timesheet PDF report.
Note: The timesheet report can be printed out and employees can physically sign the report.
How to access or use
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Open Reporting and select Employee Timesheet Report.
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Choose an employee and that employee’s Timesheet Period, and run the PDF report. (WC-2315)
User Experience
Improve dark-theme readability
This release improves dark-theme readability.
How to access or use
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Switch FORGE to dark theme.
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Open the dashboard or a Job Status billed-position view to use the improved contrast. (WC-2403)
Job Cost
Add Job-scoped Fixed Change Orders
This release adds Job-scoped Fixed Change Orders.
How to access or use
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Open Job Cost, select a Draft or Open Fixed Amount Job, and open Change Orders.
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Create a Change Order, add its contract and Cost Code adjustments, approve it, and post it to an open period. (WC-792)
Establish Job Cost planning history, current balances, and period-close controls
Established an auditable planning foundation for estimates, forecasts, current balances, and period-close behavior. (WC-1367)
Add Save, + New, and Cancel actions when creating a Job Cost Code
This release adds Save, + New, and Cancel actions when creating a Job Cost Code.
How to access or use
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Open Job Cost, select a Job, and open Cost Codes.
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Select New Cost Code, then use Save, + New, or Cancel as needed. (WC-2283)
Add Subcontractor Agreements to the Job Cost workspace
This release adds Subcontractor Agreements to the Job Cost workspace.
How to access or use
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Open Job Cost and select Subcontractor Agreements.
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Create a Draft agreement, enter the vendor and header details, then add Job and Cost Code allocation lines. (WC-2342)
Add configurable subcontractor document types
This release adds configurable subcontractor document types.
How to access or use
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Open Settings and the subcontractor document-type area.
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Create, edit, or activate the reusable document types needed for subcontractor workflows. (WC-2348)
Add subcontractor-agreement vendor invoices with retention posting
This release adds subcontractor-agreement vendor invoices with retention posting.
How to access or use
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Open Job Cost, select an Open Subcontractor Agreement, and open an eligible agreement line.
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Select New Vendor Invoice, enter the invoice number and gross amount, then continue through the AP lifecycle. (WC-2353)
Add a Job Summary tab to Job Cost
This release adds a Job Summary tab to Job Cost.
How to access or use
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Open Job Cost, select a Job, and open Summary. (WC-2358)
Add direct posting for Job Costs
This release adds direct posting for Job Costs.
How to access or use
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Open Job Cost and select eligible costs.
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Choose Direct Post and confirm the posting action. (WC-2368)
Simplify Job planning and Change Order behavior
This release simplifies Job planning and Change Order behavior.
How to access or use
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Open Job Cost and select a Job.
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Use Change Orders for supported estimate changes on Open jobs; existing Cost Code details are carried into Change Order lines. (WC-2397)
Support Job-linked time entries and Job Cost navigation
This release adds support for Job-linked time entries and Job Cost navigation.
How to access or use
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Open Job Cost and select Time Entries or Timesheets.
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Create a labor or travel entry, choose Job as the target, select its Job Cost Code, and save or submit the entry. (WC-2239)
Add Job appointments with Job Cost time capture and shared scheduling
This release adds Job appointments with Job Cost time capture and shared scheduling.
How to access or use
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Open Job Cost and select Schedule.
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Create a Job appointment, choose an active labor Cost Code, assign a resource and time, then save. (WC-2284)
Add POC Edit List and profitability reports
This release adds POC Edit List and profitability reports.
How to access or use
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Open Reporting.
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Select the POC Edit List or profitability report, enter its parameters, and run it. (WC-2369)
Add vendor credit memos
This release adds vendor credit memo support. (WC-2394)
Maintenance Contracts
Preserve posted maintenance-contract billing lines when recalculating future billing
Future Maintenance Contract billing can be recalculated without changing billing lines that have already been posted.
How to access or use
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Open a Draft Maintenance Contract and select Billing.
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Update the future billing inputs, save, and select Recalculate; posted rows remain unchanged. (WC-2329)
Add guided Maintenance Contract setup and activation
This release adds guided Maintenance Contract setup and activation.
How to access or use
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Open Service and create or open a Draft Maintenance Contract.
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Complete the guided Details, Schedule, Coverage, Billing, and Review & Activate steps. (WC-2344)
Add completion-based revenue recognition for Maintenance Contract obligations
This release adds completion-based revenue recognition for Maintenance Contract obligations.
How to access or use
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Open an eligible Maintenance Contract and select Revenue Recognition.
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Select completed obligations and choose Post Revenue. (WC-2350)
Add Straight Line revenue recognition for Maintenance Contracts
This release adds Straight Line revenue recognition for Maintenance Contracts.
How to access or use
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Open a Draft Maintenance Contract and choose Straight Line as the Revenue Recognition Type.
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Recalculate and review the schedule; after activation, use Revenue Recognition to post eligible rows. (WC-2361)
Add the configured Service Call Dimension to Maintenance Contracts
This release adds the configured Service Call Dimension to Maintenance Contracts.
How to access or use
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Open a Draft Maintenance Contract and select Details.
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Choose the configured Service Call Dimension value and save the contract. (WC-2362)
Add a live operational Summary tab to maintenance contracts
This release adds a live operational Summary tab to maintenance contracts.
How to access or use
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Open an Active, Suspended, Expired, or Closed Maintenance Contract.
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Select Summary to review operational KPIs, priority signals, billing position, and profitability. (WC-2364)
Add personalized non-Draft tabs for Maintenance Contracts
This release adds personalized non-Draft tabs for Maintenance Contracts.
How to access or use
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Open a non-Draft Maintenance Contract.
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Select the tab-customization control, reorder the tabs, and save your preference. (WC-2371)
Add a persistent accessible read-only indicator to Maintenance Contracts
This release adds a persistent accessible read-only indicator to Maintenance Contracts.
How to access or use
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Open any non-Draft Maintenance Contract.
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Review the read-only indicator in the header; focus or hover it for the status-specific reason. (WC-2372)
Consolidate Draft Maintenance Contract financial review into Review & Activate
This release consolidates Draft Maintenance Contract financial review into Review & Activate.
How to access or use
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Create or open a Draft Maintenance Contract.
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Complete Details, Schedule, and Coverage, then review financial schedules and resolve blockers in Review & Activate. (WC-2375)
Bug Fixes
Administration
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Diagnostic and setup result links do not navigate to Process Logs or Service Settings
Links returned by diagnostic and setup results now open the intended Process Log record or Service Settings page. (WC-2295)
Mobile, Time, and Scheduling
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iOS mobile app sometimes opens to a white screen
Improved iOS startup reliability so FORGE Mobile no longer intermittently opens to a blank white screen. (WC-2232) -
Delete Data does not automatically repopulate Appointments after offline prefetch
After Delete Data completes its automatic offline download, Mobile now reloads Appointments without requiring a second manual refresh. (WC-2244) -
Stack Mobile PWA appointment-completion actions on phone viewports
Appointment completion actions now stack vertically on phone-sized screens, improving readability and reducing accidental taps. (WC-2251) -
Improve Job appointment behavior
Refined Job appointment behavior to improve scheduling and time-capture reliability. (WC-2294) -
Restore editing for Mobile time and travel entries
Mobile users can again save edits to existing time and travel entries without an incorrect work-target validation error. (WC-2365) -
Load Mobile appointments when Job Cost is disabled
Mobile now loads Service Call appointments when Job Cost is disabled instead of returning a Job Cost authorization error. (WC-2398) -
Show employee and creator on Mobile reimbursement rows when Crew Entry is enabled
When Crew Entry is enabled, reimbursement rows now identify both the receiving employee and the user who created the transaction. (WC-2409)
Purchasing and Billing
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Deactivate deleted Business Central warehouses and prevent their use in purchase orders
Warehouses removed from Business Central are deactivated when the Product Catalog is refreshed and can no longer be selected on new Purchase Orders. (WC-2154) -
Purchase Order vendor emails use invoice wording
Purchase Order emails now use purchase-order wording in the subject and body instead of identifying the attached document as an invoice. (WC-2225) -
Fix Business Central PO release failure when Payment Terms are selected
Purchase Orders with selected Payment Terms can now be released to Business Central using the supported payment-term identifier. (WC-2229) -
Allow Adjust Billing Amount saves when an Inventory service-call cost has no Warehouse
Billing amounts can now be adjusted on migrated posted Inventory costs that have no Warehouse, while normal inventory posting rules remain unchanged. (WC-2262) -
Preserve custom purchase-order line descriptions during Business Central receipt actualization
Receipt processing now preserves a nonblank custom Purchase Order line description instead of replacing it with the product description. (WC-2287) -
Allow inventory returns to be retried after Business Central rejects the initial post. Inventory
returns left in Sent to ERP after a Business Central rejection can now be selected and posted again after the underlying issue is corrected. (WC-2296) -
Improve vendor invoice header and line behavior
Improved vendor invoice header and line behavior. (WC-2390)
Reporting and Documents
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Improve report prompt readability in dark theme
Report prompts and guidance are now readable in dark theme without requiring users to hover over the text. (WC-2206)
User Experience
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Suppress native browser autofill/history suggestions in shared searchable lookup controls
Searchable lookup fields now keep browser autofill and saved-history suggestions from covering FORGE results, making valid options easier to see and select. (WC-2141)
Job Cost
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Restrict Job Cost Settings to the supported revenue-recognition configuration
Job Cost Settings now expose only the currently supported revenue-recognition posting mode and scope, preventing unsupported configuration choices. (WC-2027) -
Improve Job Cost workflows and reliability
Refined Job Cost workflows and corrected related reliability issues. (WC-2324)
Maintenance Contracts
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Retain assigned inactive maintenance contracts without allowing inactive reassignment
An already assigned inactive Maintenance Contract remains visible as historical context, while new assignments are limited to compatible Active contracts. (WC-2325) -
Use Business Central local currency for maintenance-contract billing
Maintenance Contract billing now follows Business Central local-currency behavior instead of sending an unsupported USD currency code. (WC-2326) -
Restore maintenance-contract invoice PDF attachments in Documents
Posted Maintenance Contract invoice PDFs are once again discoverable and downloadable through Documents and Notes. (WC-2356)