Deltek Collaboration

 

When enabled, the Vantagepoint Kona Integration feature allowed project teams to share information and collaborate through conversations related to the current project.

 

This feature has been updated and is now called Deltek Collaboration. In support of this effort, all associated menu options, field labels, URLs, and references have been changed from Kona to Deltek Collaboration, including:

• The installation URL

• The Collaboration menu item in Utilities » Integration

• The Connect to Deltek Collaboration button on the General tab of the My Preferences dialog box

• The Collaboration tab of the Projects form in Hub » Projects

• The Collaboration tab of the Opportunities form in Hubs » Opportunities

If you have Tax Auditing turned on (on the Tax Auditing tab in Settings » Accounting » Company), you can now add a reverse charge tax to an accounts payable voucher that you create from a purchase order in Transaction Center » Create Voucher from PO in the desktop application.

To do this, complete the following:

1. Create a reverse charge tax code in Settings » Accounting » Taxes in the desktop application.

At a minimum, select the following check boxes on the Tax Codes tab:

• Transaction Entry check box in the Inputs section

• Reverse Charge Tax check box in the Non-Recoverable Tax section

This allows you to select the reverse charge tax code on the Vendor Review tab when you create an AP voucher from a purchase order in the Create Voucher from PO application.

2. If you want the reverse charge tax code to auto fill for an AP voucher in the Create Vouchers from PO application, based on the ship-to address entered for a purchase order: In addition to selecting the Transaction Entry and Reverse Charge Tax check boxes on the Tax Codes tab, you must also select the Available for Purchasing check box in the Inputs section on the tab.

3. If you selected the Available for Purchasing check box for the reverse charge tax code: On the Ship tab in Settings » Purchasing & Inventory » Company in the desktop application, enter the reverse charge tax code in the Tax Code or Tax-2 Code field in the Ship-To grid for any ship-to address.

In the Create Voucher from PO application, when you create an AP voucher from a purchase order that has a ship-to address with the reverse charge tax assigned to it, the reverse charge tax auto fills for the AP voucher.

When the AP voucher is posted, the reverse charge tax amounts are posted to the general ledger.

Defect 1021395: If the role type of your login account was not CRM and you accessed the Firms hub, the More Button was not available.

Defect 1021491: If your user role had record access for a firm that was not read-only (for example, modify, add/modify, and full) and a contact had read-only record access, you would not be able to associate the existing contact from a firm record.

Defect 1031580: If the Subject field of an activity contained a special character and you tried to enter values in all fields, the email content would still be empty, even after you saved all the changes.

Defect 1127729: This issue applies if you have a three-level work breakdown structure for projects. When you ran Overhead Allocation, you received the following FrameworkException error: "Cannot insert the value NULL into column ‘WBS3’, ‘table xxxx'; column does not allow nulls. INSERT fails. The statement has been terminated."

This occurred if you completed the following before running the allocation:

• You entered an allocation variance phase that did not have a task.

• You changed the allocation Method to None before saving.

Defect 1141868: When you viewed an invoice, the year in the Invoice Date column displayed as 4 digits when your Windows regional settings were configured to display 2 digits.

Defect 1134114: When you edited a firm record without first clicking the Edit option to enable edit mode, and then tried to save the changes, a "Please provide a PayTerms" error message was displayed.

Defect 1138944: If you had Record Level View security for records in the Firms hub and you attempted to update a vendor type firm record, an error message was displayed.

Defect 1138400: In the Quarterly Processing application, when you selected the state of Georgia on the General tab, you were unable to make entries in the following fields on the tab: Wage Base, SS Wage Base, and the fields in the Contact Information section.

Defect 1134468: The following issue applies if you use approval workflows for timesheet lines, and on the Workflow tab in Settings » Workflow » Approval Workflows, you set up a timesheet line approval workflow with a rejection action that was configured with the Approval Roles field set to Create User (on the Email Configuration dialog box). In My Stuff » Approval Center, when a submitted timesheet was rejected, the rejection email alert was not sent to the employee who created the timesheet for the employee.

Defect 1133333: If expense approval workflows were enabled, a deadlock error sometimes occurred when you tried to save an expense report.

Defect 1148028: The Timesheets form stopped responding when you accessed the form. The spinning wheel animation was displayed and the form was not responsive.

Defect 1132449: When you clicked the Open Record link from a timesheet rejection web application notification or email notification, you could not open the link and you received an error message.

Defect 1139322: When you used multiple currencies and you ran the Project Earnings report, you received the following error message:

“An error has occurred during report processing. (rsProcessingAborted)
Query execution failed for dataset ‘ReportDataset’. (rsErrorExecutingCommand)”