Deltek Costpoint 7.1.5 Release Notes (Build 7.1.5.1003)
Welcome to the Deltek Costpoint 7.1.5 Release Notes, which describe the new features and enhancements introduced in this release.
These release notes address all of the modules associated with Deltek Costpoint 7.1.5, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.
Release notes are available from the landing page and the Costpoint Information Center. We will make a PDF available for a while, as we transition to the new format.
We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please email DeltekDocumentationFeedback@deltek.com.
Installation Notes
The MR installer reads through all Costpoint systems selected. If a Time & Expense segment is found, it searches for the presence of a Time & Expense license for that Costpoint system. It provides a listing of all such systems found, prompting you to review the list and remove (using DBWizard, Remove License) any TE license from the Costpoint system where the connected TE segment is for a stand-alone, external connection that should not have had a Time & Expense license applied to it.
Any external Time & Expense segments found where a Time & Expense license is not present, or where the Time & Expense segment is for a Time & Expense 901 system, the MR Time & Expense patches, SPs, or Data Dictionary files will not be applied.
If all systems listed are properly licensed for Time & Expense and you do want the MR applied to them, please proceed. If you are unsure, please contact Deltek Technical Support.
Use Paid Family Leave Record to Track COVID-19 National Paid Sick Leave
Prior to maintenance release (MR) 7.1.5, Deltek provided changes in Costpoint that allowed you to apply the dollar limits set by the Emergency Paid Sick Leave Act and Emergency Family and Medical Leave Expansion Act sections of the Families First Coronavirus Response Act (H.R.6201) legislation. This enhancement was made available through the following releases:
Costpoint MR 7.1.4
Costpoint 7.1.1 Defect 1272327 Hot Fix Release
In MR 7.1.5, Costpoint adds the optional ability to specify a Paid Family Leave record as one that is used for National Paid Sick Leave tracking.
Attention: To set up Paid Family Leave in Costpoint for the Families First Coronavirus Response Act, refer to KB Article #100864.
Manage Employee Leave
Costpoint PATCH3774 adds NATIONAL PAID SICK LEAVE COVID19 to the Paid Family Leave system table (S_PAID_FAM_LV). This will allow you to select NATIONAL PAID SICK LEAVE COVID19 in the City/State field on the Paid Family Leave subtask of the Manage Employee Leave screen when you assign the Paid Family Leave leave type and leave code to the employee.
Note: The City/State field is information-only and is not required for the processing of COVID-19 National Paid Sick Leave.
This enhancement requires Costpoint System JAR 028.
Virgin Islands Tax Withholding Updates
The sources of the Virgin Islands taxing authority include the Internal Revenue Code of 1986 (the IRC) and the Naval Service Appropriations Act of 1922, which established the principle that the IRC applies in the Virgin Islands under a “mirror system” whereby the “Virgin Islands” is substituted for the “United States” wherever necessary to give the IRC the proper effect in the Virgin Islands, and vice versa. Specifically, the Naval Service Appropriations Act provided in pertinent part that “the income tax laws in force in the United States of America and those which may hereafter be enacted shall be held to be likewise in force in the Virgin Islands of the United States, except that proceeds of such taxes shall be paid into the treasuries of said islands.” Consequently, the income tax provisions of the IRC, the Treasury Regulations promulgated thereunder, and Revenue Rulings and Revenue Procedures issued by the Internal Revenue Service (the IRS) are generally applicable in the Virgin Islands with certain limitations.
To allow employers to comply with U.S. regulations, this Costpoint update provides enhancements for the proper computation of the tax withholding for employees with Virgin Islands as the withholding state.
State Withholding Filing Statuses Updates
The enhancements for the Virgin Islands require PATCH3772, which adds six new filing statuses to the State Withholding Filing Statuses (STATE_FILING_STATUS) table. The patch also updates descriptions of the existing filing statuses for the Virgin Islands.
The following tables list the updated and new filing statuses for the Virgin Islands in the State Withholding Filing Statuses database table:
Filing Statuses with Updated Descriptions/Names
State Code
(STATE_CD)
State Filing Status Code
(S_STATE_FIL_STAT_CD)
State Filing Status Name
(S_ST_FIL_STAT_NAME)
VI
HEAD OF HOUSEHOLD
Head of Household with W4 for 2019 or earlier
VI
MARRIED
Married with W4 for 2019 or earlier
VI
SINGLE
Single with W4 for 2019 or earlier
New Filing Statuses
State Code
(STATE_CD)
State Filing Status Code
(S_STATE_FIL_STAT_CD)
State Filing Status Name
(S_ST_FIL_STAT_NAME)
VI
MARRIED 2020 W4 STEP 2
Married with W4 for 2020 or later, Step 2 Checked
VI
SINGLE 2020 W4 STEP 2
Single with W4 for 2020 or later, Step 2 Checked
VI
HEAD OF HOUSEHOLD W4 STEP 2
Head of Household 2020 W4 or later, Step 2 Checked
VI
MARRIED 2020 W4
Married with 2020 W4 or later, Step 2 Unchecked
VI
SINGLE 2020 W4
Single with W4 for 2020 or later, Step 2 Unchecked
VI
HEAD OF HOUSEHOLD 2020 W4
Head of Household with 2020 W4, Step2 Unchecked
Manage State Tax Withholding Adjustments (PRMSTAC)
PATCH3772 adds records on the Manage State Tax Withholding Adjustments screen effective 01/01/2020 for the new Virgin Islands filing statuses. The patch will set the base amount to the fixed exemption amount of the filing statuses.
Manage State Tax Tables (PRMSTT)
PATCH3772 adds new records on the Manage State Tax Tables screen effective 01/01/2020 for the new Virgin Islands filing statuses.
Federal Withholding (ESMFEDWH)
A new Used for Virgin Islands check box on the Federal Withholding (2020 W-4) tab indicates if the employee’s home withholding state (EMPL_TAX.WH_STATE_CD) is the Virgin Islands (VI). This new field is not editable. If the employee’s home withholding state is the Virgin Islands, the screen enables the following fields for the calculation of withholding tax:
Number of other dependents
Other Tax Credit Amount
Other income (not from jobs)
Deductions
Extra Withholding
The rest of the fields on the Federal Withholding (2020 W-4) tab will be disabled for the Virgin Islands.
Configure State Tax Settings (AOMESSST)
If you enter the Virgin Islands in the State field, the screen disables and clears the following check boxes in the Equal to Federal group box:
Exemptions
Filing Status
Compute Payroll (PRPCPR)
The Compute Payroll application features special programming for the proper calculation of the Virgin Islands tax withholding.
Manage Payroll Records (PRMPTF)
The Manage Payroll Records application features special programming for the proper calculation of the Virgin Islands tax withholding.
Life Events/New Hires (ESMLIFEEVENT)
Federal Withholding Tab
A new Used for Virgin Islands check box on the Federal Withholding (2020 W-4) tab indicates if the employee’s home withholding state (EMPL_TAX.WH_STATE_CD) is the Virgin Islands (VI). This new field is not editable. If the employee’s home withholding state is the Virgin Islands, the screen enables the following fields for the calculation of withholding tax:
Number of other dependents
Other Tax Credit Amount
Other income (not from jobs)
Deductions
Extra Withholding
The rest of the fields on the Federal Withholding (2020 W-4) tab will be disabled for the Virgin Islands.
State Withholding Tab
If the employee’s withholding state is the Virgin Islands, the application implements the following:
The Equal to Federal functionality from the Configure State Tax Settings screen will not be applicable for the Virgin Islands.
If the employee’s VI Withholding State - Filing Status is not SINGLE, MARRIED, or HEAD OF HOUSEHOLD, the screen displays the following message: “Your federal filing status will be set to Exempt and you must set up other dependents, other tax credit amount, other income, and extra withholding in the Federal Withholding screen, if applicable. Would you like to continue?” When you click OK, Costpoint applies the following:
Select and disable the Used for Virgin Islands check box on the Federal Withholding screen/tab.
Set Federal Withholding-Filing Status to Exempt.
Set the values in following columns on the Employee Tax (EMPL_TAX) table to zero:
FED_DEP_NO
FED_EXMPT_NO
FED_OVRIDE_AMT
FED_OVRIDE_PCT
FED_ADDTL_AMT
Set the values in following columns on the Employee Tax (EMPL_TAX) table to N:
FED_STEP2_W4_FL
SS_TXBL_FL
MEDICR_TXBL_FL
FUTA_TXBL_FL
Set the value in the FED_W4_NO column on the Employee Tax (EMPL_TAX) table to 2020.
If the employee’s VI Withholding State - Filing Status is SINGLE, MARRIED, or HEAD OF HOUSEHOLD, the screen displays the following message: “Your federal filing status will be set to Exempt. Would you like to continue?” When you click OK, Costpoint applies the following:
Select and disable the Used for Virgin Islands check box on the Federal Withholding screen/tab.
Set Federal Withholding-Filing Status to Exempt.
Disable all Federal Withholding fields.
Set values in the following columns on the Employee Tax (EMPL_TAX) table to zero:
FED_DEP_NO
FED_EXMPT_NO
FED_DED_AMT
FED_OTHER_INC_AMT
ST_DEPEND_NO (This state field is intentional.)
FED_OTHER_DEP_NO
FED_OTHER_CREDITS_AMT
FED_ADDTL_AMT
FED_OVRIDE_AMT
FED_OVRIDE_PCT
Set the values in the following fields on the Employee Tax (EMPL_TAX) table to N:
FED_STEP2_W4_FL
SS_TXBL_FL
MEDICR_TXBL_FL
FUTA_TXBL_FL
DSLE_ESS_W4_FL
Set the value in the FED_W4_NO on the Employee Tax (EMPL_TAX) table to 2019.
Disable the Total Dependents field (EMPL_TAX.ST_DEPEND_NO) in State Withholding and do not display any validation related to this field.
State Withholding (ESMSTATEWH)
If the employee’s withholding state is the Virgin Islands, the application implements the following:
The Equal to Federal functionality from the Configure State Tax Settings screen will not be applicable for Virgin Islands.
If the employee’s VI Withholding State – Filing Status is not SINGLE, MARRIED, or HEAD OF HOUSEHOLD, the screen displays the following message: “Your federal filing status will be set to Exempt and you must set up other dependents, other tax credit amount, other income, and extra withholding in the Federal Withholding screen, if applicable. Would you like to continue?” When you click OK, Costpoint applies the following:
Select and disable the Used for Virgin Islands check box on the Federal Withholding screen/tab.
Set Federal Withholding-Filing Status to Exempt.
Disable all Federal Withholding fields, except the following:
Number of other dependents
Other Tax Credit Amount
Other income (not from jobs)
Deductions
Extra Withholding
Set the values in following columns on the Employee Tax (EMPL_TAX) table to zero:
FED_DEP_NO
FED_EXMPT_NO
FED_OVRIDE_AMT
FED_OVRIDE_PCT
FED_ADDTL_AMT
Set the values in the following columns on the Employee Tax (EMPL_TAX) table to N:
FED_STEP2_W4_FL
SS_TXBL_FL
MEDICR_TXBL_FL
FUTA_TXBL_FL
Set the value in the FED_W4_NO column to 2020.
If the employee’s VI Withholding State – Filing Status is SINGLE, MARRIED, or HEAD OF HOUSEHOLD, the screen displays the following message: “Your federal filing status will be set to Exempt. Would you like to continue?” When you click OK, Costpoint applies the following:
Select and disable the Used for Virgin Islands check box on the Federal Withholding screen/tab.
Set Federal Withholding-Filing Status to Exempt.
Disable all Federal Withholding fields.
Set values in the following columns on the Employee Tax (EMPL_TAX) table to zero:
FED_DEP_NO
FED_EXMPT_NO
FED_DED_AMT
FED_OTHER_INC_AMT
ST_DEPEND_NO (This state field is intentional)
FED_OTHER_DEP_NO
FED_OTHER_CREDITS_AMT
FED_ADDTL_AMT
FED_OVRIDE_AMT
FED_OVRIDE_PCT
Set the values in the following fields on the Employee Tax (EMPL_TAX) table to N:
FED_STEP2_W4_FL
SS_TXBL_FL
MEDICR_TXBL_FL
FUTA_TXBL_FL
DSLE_ESS_W4_FL
Set the value in the FED_W4_NO on the Employee Tax (EMPL_TAX) table to 2019.
Disable the Total Dependents field (EMPL_TAX.ST_DEPEND_NO) in State Withholding and do not display any validation related to this field.
Manage Employee Taxes (PRMETAX)
If the employee’s withholding state is the Virgin Islands (VI), the application implements the following:
For Employees that do not have a VI Withholding State - Filing Status of SINGLE, MARRIED, or HEAD OF HOUSEHOLD
The Federal Filing Status field value changes to Exempt.
The screen enables the following fields in the Federal group box. The screen displays messages which inform you that you must enter values in these fields if applicable.
Other Dependents
Other Tax Credit Amount
Other Income
Deductions
Disable ESS W-4
The screen disables the following fields in the Federal group box and sets the appropriate value/setting:
Filing Status: Exempt
Exemptions: 0
Override Amount: 0.00
Override Percent: 0.00%
Dependents (Qualifying Children under 17): 0
Additional Amount: 0.00
Step 2 of W-4: cleared
Form W-4 Version: 2020
Subject to Social Security: cleared
Subject to Medicare: cleared
Subject to FUTA: cleared
For Employees that have a VI Withholding State - Filing Status of SINGLE, MARRIED, or HEAD OF HOUSEHOLD
The Federal Filing Status field value changes to Exempt.
The screen disables the Dependents field in the Withholding State group box and sets a value of 0 in the field.
The screen disables the following fields in the Federal group box and sets the appropriate value/setting:
Other Dependents: 0.00
Other Tax Credit Amount: 0.00
Other Income: 0.00
Deductions: 0.00
Disable ESS W-4: cleared
Filing Status: Exempt
Exemptions: 0
Override Amount: 0.00
Override Percent: 0.00%
Dependents (Qualifying Children under 17): 0
Additional Amount: 0.00
Step 2 of W-4: cleared
Form W-4 Version: 2019
Subject to Social Security: cleared
Subject to Medicare: cleared
Subject to FUTA: cleared
Manage Employee Information (LDMEINFO)
If the employee’s withholding state is the Virgin Islands, the application implements the following on the Taxes subtask:
For Employees that do not have a VI Withholding State - Filing Status of SINGLE, MARRIED, or HEAD OF HOUSEHOLD
The Federal Filing Status field value changes to Exempt.
The screen enables the following fields in the Federal group box. The screen displays messages which inform you that you must enter values in these fields if applicable.
Other Dependents
Other Tax Credit Amount
Other Income
Deductions
Disable ESS W-4
The screen disables the following fields in the Federal group box and sets the appropriate value/setting:
Filing Status: Exempt
Exemptions: 0
Override Amount: 0.00
Override Percent: 0.00%
Dependents (Qualifying Children under 17): 0
Additional Amount: 0.00
Step 2 of W-4: cleared
Form W-4 Version: 2020
Subject to Social Security: cleared
Subject to Medicare: cleared
Subject to FUTA: cleared
For Employees that have a VI Withholding State - Filing Status of SINGLE, MARRIED, or HEAD OF HOUSEHOLD
The Federal Filing Status field value changes to Exempt.
The screen disables the Dependents field in the Withholding State group box and sets a value of 0 in the field.
The screen disables the following fields in the Federal group box and sets the appropriate value/setting:
Other Dependents: 0.00
Other Tax Credit Amount: 0.00
Other Income: 0.00
Deductions: 0.00
Disable ESS W-4: cleared
Filing Status: Exempt
Exemptions: 0
Override Amount: 0.00
Override Percent: 0.00%
Dependents (Qualifying Children under 17): 0
Additional Amount: 0.00
Step 2 of W-4: cleared
Form W-4 Version: 2019
Subject to Social Security: cleared
Subject to Medicare: cleared
Subject to FUTA: cleared
Accounts Payable >> Manage Purchase Order Vouchers
Defect 1275672: You encountered an error when you updated only one voucher line and clicked Save. As a workaround, update all voucher lines before clicking Save.
Accounts Payable >> Post Cash Disbursements
Defect 1270089: If you are using Costpoint with an MS SQL database, you encountered an error when you posted cash disbursements.
Accounts Payable >> Print EFT Pre-Transfer Edit Report
Defect 1265350: When you printed an EFT Pre-Transfer Edit report, the Pay Amount column displayed the Functional Amount instead of the Pay Amount.
General Ledger >> Manage Accounts
Defect 1269462: You encountered an error when you modified the Account Entry Grp of an existing account that has a 1-1-1-1-1-3 Account Structure setup on the Configure General Ledger Settings screen.
Contracts >> Manage Subcontracts
Defect 990847: On the General tab, when you entered a Contract ID value and tabbed out of this field, Costpoint did not automatically populate the Total Contract Value and Aggregate Subcontract Value fields.
External Tools >> Security Provider
Defect 1267191: The error message did not display correctly when an invalid user name was entered on the login page during a Kerberos SSO login.
Defect 1278645: Although Costpoint environments had Email Redirection turned on, when you configured User Login IDs to use MFA functionality, the Email Redirection was not honored, and a live email was sent directly to that person's inbox. This caused testing issues when attempting to impersonate that user and the tester could not get the one-time code.
Defect 1280413: Client certificate authentication failed if the login user ID was not provided on the Login page.
Framework
Defect 1271499: Error messages upon log in should have displayed according to the verboseLogin setting in Costpoint configuration.
Runtime >> Server
Defect 1264646: Costpoint did not support Oracle native tracing for non-DATA segments. As a workaround, you can turn on Oracle trace for the whole database.
Defect 1276745: When you invoked JSON web service , the JSON response had an extra '{' at the beginning.
Defect 1281147: When you printed a report, the following system error occurred: "Server is busy with pending request code(s)."
Engineering Change Notices >> Apply Engineering Change Notices
Defect 1270387: When you implemented an engineering change notice (ECN) with a New Revision action code in Parts Impacted and a Delete action code on the MBOM Orig Assy subtask, you encountered a critical system error.
Engineering Change Notices >> Manage Engineering Change Notices
Defect 1268943: When you were authorized to use the application and you tried to create an engineering change notice (ECN), you received the following error message: ECN requires approval but none of the approver(s) for one or more of the approval title(s) is authorized for the Originator's Organization ID.
Inventory >> Post Inventory Journal
Defect 1241924: When you posted a fiscal year/period/subperiod (FY/PD/SubPD) where status was Not Available for the inventory journal, Costpoint did not display a posting validation.
Procurement Planning >> Create Purchase Orders
Defect 1244341: When you created a purchase order (PO), the Manage PO/Req Inventory Request PO number was not updated by the Assign PO - Combined subtask on the Apply PO Info to Purchase Requisitions by Line screen.
Procurement Planning >> Import Vendor Quotes
Defect 1246093: When you imported vendor quotes with provisional parts, only the standard parts were imported.
Procurement Planning >> Manage Purchase Requisitions
Defect 1275804: In the Web Integration Console (WIC), you were unable to create a requisition record when organization security was enabled.
Procurement Planning >> Manage Purchase Requisitions >> Documentation
Defect 1240512: You can now access several links that previously displayed Error 404 in the online help for the Manage Purchase Requisitions screen.
Product Definition >> Manage Parts
Defect 1266820: The screen validation did not work correctly when you did not manually enter a space (_) in the Rev field (or when the provisional part did not have a loaded revision). You should get an error upon tabbing out of the Rev field when the item/rev already exists in the PROV_PART table, regardless of the company.
Production Control >> Print Manufacturing Order Documentation
Defect 1254764: When you printed a manufacturing order (MO) documentation, the system printed serial number lines instead of the total quantity when the Print Pick List Serial/Lot check box was not selected.
Defect 1265250: When you tried to print a manufacturing order (MO) pick list, the report did not print the requirement line with Qty to Issue when the part was serial tracked with expired serial numbers in inventory.
Purchasing >> Manage Purchase Orders
Defect 883312: When you updated the percentage/allocation in the Accounts subtask and clicked Save, the allocated amount was incorrectly calculated in Costpoint.
Defect 1265138: When your subcontractor charge type was set to Labor and you tried to charge to a subcontractor Labor account with a function code of UNALLOW-LABOR, you encountered an error. To resolve this, the application validation has been modified to allow LABOR and UNALLOW-LABOR function codes.
Defect 1276023: You were able to update the transaction currencies on the releases of a blanket purchase order (PO), which resulted in incorrect voucher amounts. To avoid this error, the application has been updated to disallow editing of the transaction currency on the Exchange Rates subtask of Release Orders.
Receiving >> Enter Miscellaneous Inventory Receipts
Defect 1276540: When you did not enter an organization for the material handler upon entry of a miscellaneous receipt, you encountered an error in Costpoint. The organization should default based on the material handler's organization security setup.
Sales Order Entry >> Create Purchase Requisitions from Sales Orders
Defect 1263745: When you tried to create a requisition from a sales order (SO), the following error occurred: Proj/Org 2/Acct Validations Failure. However, a requisition was successfully created when you processed each line separately.
Sales Order Entry >> Import Sales Orders
Defect 1235791: For MSS database users of Costpoint, the process rounded off sales tax to two decimals, which created an incorrect tax rate and an out-of-balance posting.
Employee >> Import Employee Data
Defect 1242393: You encountered an error when you ran the Import Employee Data process. The error indicated the following message: "java.sql.SQLException: [FMWGEN][SQLServer JDBC Driver][SQLServer]'CONCAT' is not a recognized built-in function name."
Defect 1251626: When you imported an input file that did not contain a Displayed Name value, Costpoint should retain the value in the Displayed Name field on the Manage Employee Information screen.
Employee >> Manage Employee Information
Defect 1031402: When you saved a record on a set of queried records and then a warning or error message displayed, the screen displayed an unmodified record as selected. As a result, it appeared as if you made changes to the unmodified record.
Defect 1130448: When you entered employee data through the Web Integration Console (WIC) and the data contained a hyphen/dash (-) in the SSN_ID column, the application stored the SSN_ID value in the database with the hyphen/dash.
Employee Self Service >> Retirement Benefits
Defect 1254700: When you selected the Immediate Update of Deferred Compensation Deductions check box on the Manage Taxable Entity Settings screen, an error displayed on the Retirement Benefits screen. The error message indicated that the deductions exceeded the maximum percentage set on the Manage Taxable Entity Settings even though the combined percentage did not exceed the maximum percentage.
The application incorrectly added the new plan's New Percent/Amount to the Current Percent/Amount and compared the sum to the maximum percentage. It should compare the maximum percentage to the sum of the current plan's New Percent/Amount plus the new plan's New Percent/Amount.
If you cleared the Immediate Update of Deferred Compensation Deductions check box, the screen did not display an error message when the total amount exceeded the limit.
Employee Self Service >> Total Comp/Benefits Statement
Defect 1144536: The computation of company-paid retirement benefits did not include the 457(B) (Roth 457(b) Deferred Comp) deduction type.
Labor >> Apply Timesheet Adjustments in Batch Mode
Defect 1272198: The application did not generate the Paid Family Leave adjustment timesheet line even though the calculated Paid Family Leave was not equal to the existing timesheet line labor cost.
When you manually edited the timesheet labor cost, the application did not update the value in the HRLY_AMT column on the TS_LN table. This caused the application to not generate a Paid Family Leave adjustment timesheet line.
As a workaround, you can manually enter the adjustment on the Manage Timesheets screen.
Defect 1279230: When the application generated a Paid Family Leave adjustment timesheet line for an Hourly employee, the application incorrectly used the pay type from the original timesheet line. Instead of this, the application should use the Paid Family Leave Pay Type assigned to the Leave Type on the Manage Leave Types screen.
Labor >> Create Retroactive Timesheet Adjustments
Defect 1268975: When the application determined new labor cost based on a weighted average rate and there was a pay type with additional amount calculations based on hours times pay type amount, or hours times pay type amount times factor, the application calculated the weighted average rate based on the pay type amount rather than the labor cost for the pay type.
Labor >> Manage Correcting Timesheets
Defect 807148: When you changed the setup of a pay type, the application did not recalculate correctly. This occurred on cost-only pay types.
Defect 835154: When you entered a line with a cost-only pay type, the screen did not clear the entered hours.
Labor >> Manage Timesheets
Defect 823965: When you enabled the Multicurrency functionality and then you entered line amounts or copied lines, the application did not update the total amount on the header. When you entered a GLC on the screen, the transactional and functional amounts disappeared.
Defect 1036440: When you copied an existing timesheet and changed the pay type to cost-only pay type, the screen displayed the following error message: “A non-zero amount must be entered for cost only pay type.” This occurred because the application changed the hours to zero, which subsequently changed the cost. You needed to enter the amount again before you can save the record.
Defect 1134335: When you added lines to imported timesheets or to saved but unposted timesheets and then used the Auto-Adjust function, the application did not save auto-adjust results when you first saved the changes. Labor cost can be affected if you did not notice that the application did not save the auto-adjusted amounts.
As a workaround, you need to go back to the affected timesheet and then click Auto-Adjust and Save for a second time in order for the application to properly save the Auto-Adjusted status and adjusted amounts.
Defect 1219984: When you entered a line and then copied the same line before saving it, the application changed the labor amount to zero. When you saved the record first before you copied it, the labor amount did not zero out.
As a workaround, you can go back to previous lines and enter the labor amounts. You can also ensure to click Save after you enter each line.
Defect 1223511: When you changed the pay type from a non-cost-only to a cost-only pay type, the application did not set the hours to 0.00.
Leave >> Manage Leave Codes
Defect 1267246: When you updated the value in the Accrual Rate field, the screen automatically updated the value in the Year Accrual Ceiling field.
As a workaround, you can manually enter the correct value in the Year Accrual Ceiling field.
Leave >> Reconcile Leave Balances
Defect 1268823: The leave balance was incorrect after the leave transfer of the beginning balance. This occurred when the beginning balance record had a different accrual organization. This defect affects you if you change employee organizations frequently.
Defect 1282227: When you transferred a leave beginning balance leave type/organization ID (for example, VAC/1.2.210) to a new leave type with a different organization ID (for example. PTO/4.100.A00), the Transfer Out transaction did not display the correct organization ID.
Payroll >> Activate Pending Employee Bank Information
Defect 1229350: The Activate Pending Employee Bank Information report did not display the leading zeroes of routing numbers. The same routing numbers displayed leading zeroes on the Manage Employee Bank Information screen.
Payroll >> Compute Payroll
Defect 1266024: When the Compute Payroll process calculated child support garnishment based on 53 weeks, the application calculated incorrect garnishment amounts. This occurred because 53 check dates were set up for the year. This issue affects you if your company uses weekly and bi-weekly pay cycles.
Payroll >> Create Accounts Payable Vouchers
Defect 1213635: The tentative voucher number did not increment correctly.
Payroll >> Export Payroll Taxes
Defect 1180489: When you ran the Export Payroll Taxes process with the Periodic option as the File Type and the Test File check box selected, the application set the TAX_EXPORT_FL column value to Y instead of N.
Payroll >> Manage Deductions
Defect 1251887: An error messaged displayed when you changed the Priority field value of the Arrears Deduction that was assigned to a non-arrears deduction.
Defect 1280961: A system error occurred when you saved an arrear deduction with updates in the State or Local subtasks.
Payroll >> Post Payroll Journal
Defect 794611: When you enabled Union Functionality, the Post Payroll Journal application did not post contributions from the employee setup.
Payroll >> Print Paychecks
Defect 1229372: The leave balance calculation in the paycheck paystub did not match the calculation on the Post Leave Accruals screen.
Defect 1271017: A paycheck alignment issue occurred when you had more than seven deductions.
Defect 1281701: When you printed a check for a net-zero record, the application did not populate the check date, check number, and disbursement type on the payroll record. As a workaround, after you print paychecks, you can manually enter the check date, check number, and disbursement type on the Manage Payroll Records screen.
Payroll >> Print Payment Advices
Defect 1254762: The leave balance calculation in the payment advice paystub did not match the calculation on the Post Leave Accruals screen.
Defect 1280248: When you printed an advice for a net-zero record, the application did not populate the advice date, advice number, and disbursement type on the payroll record. As a workaround, after you print advices, you can manually enter the advice date, advice number, and disbursement type on the Manage Payroll Records screen.
New Business Budgeting >> Import New Business Budgets from Excel
Defect 1213908: The Expand All and Collapse All buttons were missing from the Error Report subtask.
Defect 1274916: When you uploaded Excel, the Subcontractor and Consultant hours were not displayed on the correct sheet. This defect also affected another application.
Affected Application
Defect Number
Import Budget/EACs from Excel
1253308
New Business Budgeting >> New Business Budgets
Defect 1270176: You encountered performance issues when you tried to load and commit budgets. This defect also affected another application.
Affected Application
Defect Number
Project Budgets / EACs
1270180
Defect 1273969: You encountered a system error caused by the migrated data from 6.1.
Project Budgeting >> Import Budget/EACs from Excel
Defect 1146075: You encountered an error when the consultant override account was mapped to the Consultant (5) and Consultant Hours (8) sheets.
Defect 1255681: When you uploaded an XML file, no error message displayed even though the upload was not successful because the file must be an XML DATA type. This defect also affected another application.
Affected Application
Defect Number
Import New Business Budgets from Excel
1255683
Project Budgeting >> Labor Hours Analysis (CPT5,BPT5,PPT5)
Defect 1277433: When you tried to generate a report, you encountered a performance issue. This defect also affected another application.
Affected Application
Defect Number
Labor Cost Analysis (CPT6, BPT6, PPT6)
1282872
Project Budgeting >> Project Budgets / EACs
Defect 1247408: When you created a workforce at a lower level, the workforce employees were not displayed in the rollup budget.
Defect 1263240: While creating an EAC, you encountered a system error when you changed the last name.
Defect 1272907: When you changed the escalation value, changes were not saved.
Defect 1276800: When you committed the budget, the burden report displayed an EAC Adjustment for Key Entry that should be for Staff Hours only.
Defect 1282325: When you selected Delete All, even the EAC line with actuals from a prior period was deleted.
Cost and Revenue Processing >> Compute Revenue
Defect 1268093: Costpoint incorrectly updated the Award Fee columns in the PROJ_SUM table when reprocessing Compute Revenue for a project record with multiple award fee setup for a fiscal year. This defect occurred in Oracle databases only.
As a workaround, you can reprocess the project record to return the correct values for the following columns: RETRO_TGT_AWD_AMT, RETRO_ACT_AWD_AMT, OVER_TGT_AWRD_AMT, and OVER_ACT_AWRD_AMT.
Cost and Revenue Processing >> Post Revenue
Defect 1254569: This application posted revenue to an inactive account. As a workaround, you can reverse the revenue posted to that account.
Inter-Company Work Orders >> Create IWO Allocations
Defect 1258049: This application has been updated to consider the value of the new Include PLC check box (added to the Manage IWO Projects screen) in updating the PLC field when creating IWO allocations. When this check box is clear (Include PLC = N) and there is labor in the transaction, Create IWO Allocations sets the BILL_LAB_CAT_CD column to null in the IWO_ALLOC_LAB table.
Inter-Company Work Orders >> Manage IWO Projects
Defect 1257698: A new check box, Include PLC, has been added to this screen to allow you to transfer the project labor category (PLC) as null for a single employee. This check box is selected by default. You have to clear this box so that the PLC will not be imported and will be null in the receiving company. If you keep it selected, the PLC that exists on the billing transaction will come over to the receiving company.
This check box is enabled only if Labor Transfer is set to To Single Employee.
Project Inquiry and Reporting >> Create Project Report Tables
Defect 1272450: The contract-to-date revenue amount was incorrect on the Revenue Summary Report when no adjustment periods were used and there were prior year amounts.
Project Setup >> Manage Employee Work Force
Defect 1100501: When you entered a project (with employees already added to its work force) and also entered an employee (that is not yet in the project work force) in the Selected Employees table window and then saved the record, Costpoint not only pulled up the existing employees in the project but also updated their time stamps. This resulted in Export Data To Deltek Time and Expense exporting all employees for that project even if the Changes Since Last Download check box was selected on that screen. Only recently added employees should have been exported if that check box is selected.
As a workaround, instead of entering a project and saving the record, use query to pull up records in Manage Employee Work Force.
Project Setup >> Manage Project User Flow
Defect 1247717: A system error occurred after you performed the following steps:
Create a new project.
Add revenue information to a different (existing) project.
Save the record.
As a workaround, save the newly created project first before entering revenue information to an existing project.
This defect affects Costpoint clients using Oracle databases.
Project Setup >> Mass Add Project Master Data
Defect 1276291: When there were values in the Details table window and you saved the record/parameter, a system error occurred. As a workaround, you can delete the values in the table window before saving the record, or save the record without loading (do not click Autoload) or entering values in the table window.
Subcontractor Management >> Create Subcontractor Invoices
Defect 1229771: The Effective Billing Date that Costpoint generated was incorrect when you selected the Timesheet Date option.
Defect 1230092: The Effective Billing Date that Costpoint generated was incorrect when you selected the Timesheet Line Date option.
Defect 1265359: Costpoint did not charge to the unallowable account the hours/amounts that were over the ceiling even if the Over to Unallow check box was selected for the following on the Business Rules tab:
Allow Hours Over Charge Line/Vendor Employee Hours
Allow Charges Over Charge Line/Vendor Employee Amount
Subcontractor Management >> Manage Work Assignments
Defect 1260754: The amounts on work assignment charge lines were incorrect for taxable lines with a two-way match type.
Subcontractor Management >> Print Subcontractor Invoices
Defect 1235336: A new check box, Include Current Activity Only, has been added to this screen. If you select this check box, the lines included on the invoice are only those lines with current billable amounts and the cumulative amounts associated with those lines. Lines with a current value of 0 are excluded. Note, however, that the total cumulative value may not equal the actual cumulative for the invoiced purchase order or work assignment level. There could be many lines fully billed and not included on the invoice if you select this check box.
Defect 1273426: When you changed the rate for a vendor employee in a work assignment charge line, the cumulative hours/amount printed on the subcontract invoice was incorrect. You can manually edit the printed invoice as a workaround.
Configuration >> Manage Resource Information
Defect 1279650: To resolve issues with saving new pay methods, a new hash was implemented.
Expense >> Manage Batch Expense
Defect 1279652: A new hash was created to resolve issues related to the VISA import process.
Defect 1281362: During Amex imports, the ghost card flag was not set to N when ghost cards were absent from the batch type.
Expense >> Manage Expense Batch Types
Defect 1279651: To resolve issues related to ghost cards, a new hash was implemented.
Expense >> Manage Expense Report
Defect 1267605: When employees using Wizard mode submitted expense reports created by their supervisors that also contained attachments, they received an error message.
Defect 1271476: After you attached a receipt while in Wizard mode, the email notification for the task was not delivered.
Time >> Manage Timesheets
Defect 1227620: When you entered a line level-approved charge on your timesheet without including any hours, the line level indicator displayed as approved.
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