2020 Guam Tax Table Update/Income Tax Withholding and the Ability to Use 2020 W-4 Logic for Other Territories

 

Costpoint will now support Guam tax table updates and income tax withholding beginning tax year 2020 and the ability to use the 2020 W-4 logic for other territories. The enhancement features the following updates:

• The Manage State Taxes (PRMSTI) screen provides a new check box that indicates whether or not the U.S. territory’s income tax calculations are the same as the federal income tax calculations.

• This release adds Guam tax records effective 01/01/2020 on the following screens:

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

• All applications which calculate Guam taxable wages and tax withholding will be updated to accommodate Guam’s requirements.

• Costpoint ESS will allow employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Filing Status Updates

Costpoint provides new filing statuses for Guam to indicate if the withholding method will be based on the 2020 Form W-4. This enhancement includes the following changes:

• Six filing statuses were added.

• Descriptions of existing filing statuses were updated.

• The length of the S_ST_FIL_STAT_NAME column in the STATE_FILING_STATUS table increased from 50 to 80 characters.

The following are the filing status codes for Guam:

Filing Status Code	Filing Status Description
EXEMPT	Exempt from state taxes
SINGLE	Single, 2019 W4 or earlier
MARRIED FILING SEPARATELY	Married filing separately, 2019 W4 or earlier
MARRIED FILING JOINTLY	Married filing jointly, 2019 W4 or earlier
HEAD OF HOUSEHOLD	Head of household, 2019 W4 or earlier
QUALIFYING WIDOW(ER)	Qualifying widow(er), 2019 W4 or earlier
SINGLE 2020 W4 STEP 2	Single/Married Filing Separately, 2020 W4 Step 2 Checked
MARRIED 2020 W4 STEP 2	Married filing jointly/Qualifying Widow(er), 2020 W4 Step 2 Checked
HEAD OF HOUSEHOLD W4 STEP 2	Head of household, 2020 W4 Step 2 Checked
SINGLE 2020 W4	Single/Married Filing Separately, 2020 W4 Step 2 Unchecked
MARRIED 2020 W4	Married filing jointly/Qualifying Widow(er), 2020 W4 Step 2 Unchecked
HEAD OF HOUSEHOLD 2020 W4	Head of household, 2020 W4 Step 2 Unchecked

Manage State Taxes (PRMSTI)

The screen provides the following new field:

Field	Description
Territory Tax based on Federal Tax	The screen selects this check box if the U.S. territory income tax system mirrors the federal income tax system. Currently, the screen selects this check box if the state is Guam or Virgin Islands. This check box is not editable.

Compute Payroll (PRPCPR)

The application now has the ability to process the income tax withholding of U.S. territories based on federal income tax withholding calculation. Currently, this is applicable to both Virgin Islands and Guam.

Manage Payroll Records (PRMPTF)

The application now has the ability to process the income tax withholding of U.S. territories based on federal income tax withholding calculation. Currently, this is applicable to both Virgin Islands and Guam.

Manage Employee Taxes (PRMETAX)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Federal Withholding (ESMFEDWH)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

State Withholding (ESMSTATEWH)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Life Events/New Hires (ESMLIFEEVENT)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Configure State Tax Settings (AOMESSST)

The screen provides the following changes:

• The Equal to Federal functionality will not be available for territories flagged as having income tax calculation based on federal income tax calculation.

• The length of Filing Status Description increased from 50 to 80 characters.

Print Data Dictionary Report (SYRDD)

The report was updated to reflect the following field changes:

Field	Table	Change
S_ST_FIL_STAT_NAME	STATE_FILING_STATUS	The length increased from 50 to 80 characters.
FIL_ST_DESC	ESS_STATE_TAX_LN	The length increased from 50 to 80 characters.
TERRITORY_TAX_FL	STATE_TAX_HS	This is a new field.

Manage Employee Information (LDMEINFO)

The Taxes subtask now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Manage Employee Earnings History (PRMERF)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Recompute Taxable Wages (PRPRCOMP)

The application now recomputes Guam’s taxable wages based on the new code for processing of U.S. Territories income tax withholding, which is based on federal income tax withholding calculation.

The following cache folders and files will now be deleted during an MR installation:

\Deltek\Costpoint\71\delteke

• BIN

• INIT-INFO

• NODEMANAGER

• PENDING

• TMP

• "edit.lok" - file if it exists

\Deltek\Costpoint\71\delteke\config 

• CONFIGCACHE

• NODEMANAGER

• "config.lok" - file if it exists

\Deltek\Costpoint\71\delteke\servers

• DOMAIN_BAK

\Deltek\Costpoint\71\delteke\servers\DEServer (and any other DEServerX folders)

• CACHE

• LOGS

• TMP

Costpoint MR 7.1.9 adds the ability to track changes made to the Employer Portion of Social Security and Medicare Taxes for COVID-19 Tax Credit in Costpoint. You can access the audit trail for these data on the View Employee Earnings screen and the View Payroll Edit Table screen.

View Employee Earnings (PRQERF)

The View Employee Earnings screen now displays the employer portion of exempt pay types and taxable wages of FICA taxes. To support the new functionality, this release applies the following changes to the screen:

• A new Employer Accrual tab allows you to access the Unemployment Taxes fields transferred from Payroll Edits tab and the employer FICA Taxes fields. The FICA Taxes group box provides the following fields:

• Social Security

Field	Description
Exempt Pay Types	This field displays the amount for the employer portion of social security exempt pay types.
Exempt Deductions	The field displays the total of the social security exempt deductions. This field is not editable.
Taxable Wages	This field displays the amount for the employer portion of social security taxable wages.
Accrued Expense	This field displays the employer expense accrued for social security.

• Medicare

Field	Description
Exempt Pay Types	This field displays the amount for the employer portion of Medicare exempt pay types.
Exempt Deductions	This field displays the total of the Medicare exempt deductions. This field is not editable.
Taxable Wages	This field displays the amount for the employer portion of Medicare taxable wages.
Accrued Expense	This field displays the employer expense accrued for Medicare.

• The unemployment taxes fields were transferred from Employee Earnings tab to the new Employer Accrual tab. In addition, the social security Accrued Expense field and the Medicare Accrued Expense field are no longer editable on the Employee Earnings tab.

• The following columns were added to the EMPL_E_ADT database table to track the employer amounts of Social Security taxes:

• SS_ER_EXMPT_PT_AMT

• SS_ER_TXBL_AMT

• The following columns were added to the in EMPL_E_ADT database table to track the employer amounts of Medicare taxes.

• MDCR_ER_EXMPT_PT_AMT

• MDCR_ER_TXBL_AMT

View Payroll Edit Table (PRQPTF)

The View Payroll Edit Table screen now allows you to view the employer portion of FICA taxes. To support the new functionality, this release applies the following changes to the screen:

• The unemployment taxes fields were transferred from the Payroll Edit tab to the new Employer Accrual tab. The social security Accrued Expense field and the Medicare Accrued Expense field on the Payroll Edit tab are no longer editable.

• A new Employer Accrual tab allows you to access the Unemployment Taxes fields transferred from the Payroll Edits tab and the employer FICA Taxes fields. The FICA Taxes group box provides the following fields:

• Social Security

Field	Description
Exempt Pay Types	Enter the amount for the employer portion of social security exempt pay types.
Exempt Deductions	The field displays the total of the social security exempt deductions. This field is not editable.
Taxable Wages	Enter the amount for the employer portion of social security taxable wages.
Accrued Expense	This field displays the employer expense accrued for social security.

• Medicare

Field	Description
Exempt Pay Types	Enter the amount for the employer portion of Medicare exempt pay types.
Exempt Deductions	This field displays the total of the Medicare exempt deductions. This field is not editable.
Taxable Wages	Enter the amount for the employer portion of Medicare taxable wages.
Accrued Expense	This field displays the employer expense accrued for Medicare.

• The following columns were added to the EMPL_PAYROLL_ADT database table to track the employer amounts of Social Security taxes:

• SS_ER_EXMPT_PT_AMT

• SS_ER_TXBL_AMT

• The following columns were added to the EMPL_PAYROLL_ADT database table to track the employer amounts of Medicare taxes:

• MDCR_ER_EXMPT_PT_AMT

• MDCR_ER_TXBL_AMT

Source: Bloomberg Tax

Employee Social Security Tax Deferred from Sept. 1 to Dec. 31

• The relief is in addition to the deferral of the employer portion of Social Security tax with respect to March 27 to Dec. 31.

• Employees generally must have biweekly pay of less than $4,000 to be eligible for the new deferral.

Withholding, deposits, and payments of the employee portion of Social Security tax are to be deferred with respect to the period from Sept. 1 to Dec. 31, 2020, under a presidential memorandum signed Aug. 8 by President Donald Trump.

This relief for employees is separate from, and in addition to, the deferral of deposits and payments of the employer portion of Social Security tax with respect to the period from March 27 to Dec. 31, 2020, which was authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

The deferral provisions pertaining to the employee portion of Social Security tax are to apply only to compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. The employee portion of Medicare tax is not affected by the memorandum, as the memorandum specifies its applicability to the employee portion of Social Security tax imposed by Internal Revenue Code Section 3101(a) without also identifying applicability to the employee portion of Medicare tax imposed by IRC Section 3101(b).

Although the memorandum indicates that deferrals of the employee portion of Social Security tax are available with regard to compensation paid during the period from Sept. 1 to Dec. 31, the memorandum does not indicate that the employee relief would extend to deposit deadlines from Sept. 1 to Dec. 31 for assessments on compensation paid before that period. By contrast, deferrals of the employer portion of Social Security tax are available both with respect to deposit deadlines that occur within the period from March 27 to Dec. 31, even if those deposit deadlines are for assessments on compensation paid before that period, and deposit deadlines after that period but that are based on compensation paid during that period.

While the CARES Act did not require employers to defer their portion of Social Security tax and instead merely provided them with the option to do so, Sections 1 and 2 of the memorandum appear to have the combined effect of requiring the deferral of the employee portion of Social Security tax for eligible employees. It is likely that Treasury Department guidance issued pursuant to Section 3 of the memorandum will clarify whether deferral of the employee portion of Social Security tax indeed is required.

Although the CARES Act specified that half of the deferred employer portion of Social Security tax would be due Dec. 31, 2021, with the other half due Dec. 31, 2022, the memorandum does not specify when the deferred employee portion of Social Security tax would be due. Instead, Section 3 of the memorandum authorizes the Treasury Department to issue guidance that would clarify when the deferred employee portion would be due.

However, the memorandum identified that there is a possibility that the deferral of the employee portion of Social Security tax with respect to the period from Sept. 1 to Dec. 31 will be transformed into an elimination of the liability to pay that amount. Section 4 of the memorandum specifies in this regard that the Treasury Department “shall explore avenues, including legislation, to eliminate the obligation to pay the taxes deferred pursuant to the implementation of this memorandum.”

As it is uncertain whether the liability to pay the deferred amounts of the employee portion of Social Security is to eventually be eliminated, the deferrals of the employee portion of Social Security tax are for now, like the deferrals of the employer portion of Social Security tax, not to be treated as deferrals of liability.

Therefore, for now, the employee portion of Social Security tax, even with deferrals, that normally would be due with respect to the period from Sept. 1 to Dec. 31 would need to continue to be included in Lines 12 and 16 of Form 941, Employer’s Quarterly Federal Tax Return, and in applicable boxes for Form 941’s Schedule B for semiweekly depositors, with respect to the returns reporting data for the period from Sept. 1 to Dec. 31. Amounts of the employee portion of Social Security tax, regardless of deferral, also would continue to be factored into determinations during the period from Sept. 1 to Dec. 31 of whether an employer must perform a next-day deposit because it accumulated employment tax liability of at least $100,000.

In light of the new line 13b that was added to Form 941, upon the release of its finalized revision June 19, to report deferrals of the employer portion of Social Security tax, it remains to be seen whether Form 941 will be further modified to accommodate reporting of deferrals of the employee portion of Social Security tax.

Attention: For more information, refer to the Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster: https://www.whitehouse.gov/presidential-actions/memorandum-deferring-payroll-tax-obligations-light-ongoing-covid-19-disaster/?fbclid=IwAR19mUMFDE3Sr62xogkuwOM9kHtg17Rw3vaancO78WBacuDqlrO445uof3w

Costpoint Solution

Based on the information provided in the memorandum, here are the required steps you will need to take to be compliant with the federal requirement:

Warning: Before computing payroll for your first paycheck in September 2020, you must complete steps 1 and 2 even if you have not yet downloaded Costpoint MR 7.1.9 or MR 8.0.1.

1. Identify the employees that are eligible for deferral from their portion of Social Security taxes by identifying employees that generally have biweekly pay of less than $4,000.

2. Clear the Subject to Social Security check box on the Manage Employee Taxes screen for the identified employees. This will impede the calculation of both the employee’s portion of Social Security taxes and the employer’s portion of Social Security taxes when Compute Payroll is processed. This step MUST be done before the first paycheck with a date that falls within the 9/1/2020 to 12/31/2020 period of deferral.

3. The presidential memorandum states that only the employee’s portion of Social Security taxes will be deferred. Therefore, after you post payroll and before you generate the Quarterly Federal Tax Report for 941 reporting, you will need to download MR 7.1.9 or MR 8.0.1 in order to obtain the updates that will allow you to calculate the employer portion of the Social Security tax and the employee’s Social Security taxable wages.

4. Once MR 7.1.9 or MR 8.0.1 is loaded, query the employees that were identified for deferral from the employee portion of Social Security taxes and select the new Employer Subject to Accrual via Recompute Taxable Wages check box for each of the employees. Selecting this check box indicates that the employer is still liable for their portion of the Social Security taxes while the employee’s Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020.

5. In order to update the employer’s Social Security tax liability and the employee’s Social Security taxable wages, you will need to run the Recompute Taxable Wages application. If an employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected in Manage Employee Taxes and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, the Recompute Taxable Wages application will perform the following:

• Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security taxable wages.

• Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security tax accrual amount.

• Calculate and populate the Manage Employee Earnings History record with the employee’s Social Security taxable wages.

Manage Employee Taxes (PRMETAX)

Note: The updates in this section also apply to the Taxes subtask on the Manage Employee Information screen.

The screen provides the following new field:

Field

Description

Employer Subject to Social Security Accrual via Recompute Taxable Wages

Use this check box in conjunction with the Social Security check box in the Subject to group box to comply with the presidential memorandum signed 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. If an employee is subject to deferral of their Social Security withholding under the memorandum, but the employer is still responsible for their portion of the Social Security tax, this screen should be set up as follows: 1. Clear the Social Security check box in the Subject To group box. This suspends the computation of both the employee Social Security withholding tax and the employer Social Security tax liability on the Compute Payroll screen. 2. Select the Employer Subject to Accrual via Recompute Taxable Wages check box. This indicates that the employer is still liable for their portion of the Social Security taxes while the employee’s Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020. If an employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on Manage Employee Taxes screen and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, Recompute Taxable Wages application will perform the following: Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security taxable wages Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security tax accrual amount. Calculate and populate the Manage Employee Earnings History record with the employee’s Social Security taxable wages. This check box will only be visible if the Social Security check box in the Subject to group box is not selected. Note: This check box will have no effect on calculations done on the Compute Payroll application. Since the employee's Subject to Social Security check box is not selected, Compute Payroll will calculate an Employee Social Security Withholding and Employer Social Security Accrual of 0.00. If the Employer Subject to Accrual via Recompute Taxable Wages check box is selected, the employer Social Security accrual will be calculated after posting payroll when Recompute Taxable Wages is run.

This release applies the following changes to the screen layout:

• The Subject to group box is no longer in the Federal group box.

• The SUTA group box is now displayed above the Withholding State group box

• The AEIC group box and its fields are no longer available.

Manage Employee Earnings History (PRMERF)

The Employee Tax Setup tab provides a new Social Security Deferral group box. This contains fields related to the presidential memorandum signed 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. Withholding, deposits, and payments of the employee portion of Social Security tax are to be deferred with respect to the period from Sept. 1 to Dec. 31, 2020. Due to the temporary nature of this deferral and the fact that the IRS may ultimately require employers to report what the employee’s Social Security taxable wages and withholding would have been had they not been deferred, Costpoint stores these values as information-only.

The contents of this group box will be populated by the Recompute Taxable Wages screen and will only be populated for records that have already been posted to payroll.

If the employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on the Manage Employee Taxes screen, the Recompute Taxable Wages application will recognize the employee as one that is eligible for Social Security withholding deferral under the presidential memorandum signed on 8/8/2020. Under this scenario, the Recompute Taxable Wages application will take the following actions on the Employee Earnings History records that fall within the specified date range:

• The Employee Social Security Withholding Deferred check box will become selected to indicate the record was processed for the Social Security withholding deferral.

• The application will calculate what the Employee Social Security Taxable Wages would have been had withholding not been deferred and store that amount as information-only in the Deferred Employee Social Security Taxable Wages field.

• The application will calculate what the Employee Social Security withholding amount would have been had withholding not been deferred and store that amount as information-only in the Deferred Employee Social Security Withholding field.

Note: The Social Security Deferral group box and its fields will only be visible if the record was processed through Recompute Taxable Wages and the employee’s, but not the employer’s, portion of the Social Security tax liability was deferred. The following is the setup for this scenario:

• The employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on the Manage Employee Taxes screen.

• The Employee Earnings History record was processed by the Recompute Taxable Wages screen where the Recompute - Social Security Taxable and Accrual check box and Apply Employee’s Current Taxability - Social Security check box were both selected.

The Social Security Deferral group box contains the following fields:

Field	Description
Employee Social Security Withholding Deferred	This check box indicates whether or not the employee’s Social Security withholding was deferred under the presidential memorandum signed on 8/8/2020.
Deferred Employee Social Security Withholding	This field displays what the employee’s portion of the Social Security tax liability would have been if it had not been deferred under the presidential memorandum signed on 8/8/2020.
Deferred Employee Social Security Taxable Wages	This field displays what the employee’s Social Security taxable wages would have been if it had not been deferred under the presidential memorandum signed on 8/8/2020.

 

Recompute Taxable Wages (PRPRCOMP)

The screen now has the ability to compute the Employer Social Security Accrual, but not the Employee Social Security Withholding, for employees that have the Employer Subject to Accrual via Recompute Taxable Wages check box selected on the Manage Employee Taxes screen.

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the following fields that were added for this enhancement:

Table	Field
EMPL_TAX	Employer Subject to Accrual via Recompute Taxable Wages (ER_SS_ACCRUAL_FL)
EMPL_TAX_ADT	Employer Subject to Accrual via Recompute Taxable Wages (ER_SS_ACCRUAL_FL)

 

The following applications have been enhanced to process more efficiently and decrease their runtime during simultaneous or batch processing. Deltek recommends that you install the Costpoint 7.1.9 MR in a test environment and test the applications before deploying the MR to production.

• Create Project Report Tables (PJPCRRPT)

• Post Revenue (PJPPOSTR)

• Redistribute Revenue (PJPBREAL)

• Update Project Status Report Tables (PJPUPPSR)

Defect 1325660: You encountered an error when you entered a purchase order (PO) voucher with a line that has an Invoice Unit Cost with more than two decimal places.

Defect 1328925: When you entered a cash receipt, changed the Pay Currency, clicked Save, and then modified the Pay Currency and clicked Save again, the latest Func Amount Recvd was not reflected in the TRN_TRN_AMT column. The Func Amount Recvd was still not reflected after you clicked Recalculate.

Defect 1325316: When you created purchase order accruals, negative amounts were not included in credit entries, which resulted in an incorrect balance.

Defect 1334398: The old balance amount was incorrectly computed when you created a revaluation entry for an organization with the following conditions:

• The organization has multiple levels.

• The balance sheet level is in level 2 of the organization structure, and it has a posted transaction with a currency that is different from your functional currency.

• The lowest level organization has a non-project beginning balance for an account.

• There are posted multicurrency journal entries to the account used in the balance sheet level organization.

• The Create Revaluation as Net check box on the Configure General Ledger Settings is selected for the company to which the organization belongs.

• The organization has period balances for the fiscal year and period that you entered when you created the revaluation entry.

Defect 1323476: In the Manage Users (SYMUSR) application, the Use as login ID for Deltek Time & Expense check box on the Information tab confused users and needed to be removed.

Defect 1331952: A system error occurred when an alternate file location entered in the Output Files group box of the Configure Cobra Interface Settings screen had a blank URL/folder. In this scenario, the application should generate an error message instead. 

 

As a workaround, provide a valid URL/folder in the alternate file location. You can also opt not to enter values in the Output Files group box fields on the Configure Cobra Interface Settings screen.

Defect 1319552: You were able to delete a FAR library record that is linked to a contract.

Defect 1317494: On the Project Initialization subtask, you were able to successfully mass add lower-level projects without an existing top-level project by entering them in the Details table window after clicking Autoload.

Defect 1318991: On the Potential Work Force Employees subtask, when you entered an employee that has no record in the EMPL_LAB_INFO table, Costpoint did not save it on the screen but saved it in the backend.

Defect 1319565: When you updated the Title of a Federal Acquisition Regulation (FAR) number on the Manage FAR Library screen, Costpoint did not reflect the updated Title for that FAR number on the FAR Clauses/Provisions subtask of Manage Contracts.

Defect 1335505: On the Contract Employee Team subtask of Manage Contracts, when you entered an employee that has no record on the Salary Details subtask of the Manage Employee Information screen, Costpoint did not save the employee on the Manage Contracts screen but saved it in the backend.

Defect 1327238: A system error occurred when you tried to save a subcontract/project modification on a subcontract record.

Defect 1319582: On the Potential Work Force Employees subtask, when you entered an employee that has no record on the EMPL_LAB_INFO table, Costpoint did not save it on the screen but saved it in the backend.

Defect 1323274: Costpoint did not validate the CTMOPP_HDR result set when there were changes in the child result set. As a workaround, you can set ALWAYS_VAL_FL in the S_RS_LIST table for CTMOPP_HDR from the default value of N to Y.

Defect 1335510: On the Opportunity Employee Team subtask of Manage Opportunities, when you entered an employee that has no record on the Salary Details subtask of the Manage Employee Information screen, Costpoint did not save the employee on the Manage Opportunities screen but saved it in the backend.

Defect 1314067: The Certification Date and Certification Number values were not retained after the approval of the prospective vendor.

Defect 1314076: When you approved a prospective vendor with a vendor employee, Costpoint also set the the vendor employee's approval status to Approved instead of Pending.

Defect 1321600: Costpoint sent workflow-generated emails that displayed HTML tags. This issue affected those who used E-mail Redirect, a setting located in Configure System Settings.

Defect 1313412: A system error occurred when you clicked Last to display the last record in a subtask.

Defect 1328933: On the Manage Warehouses (INMWHSE) screen, you could not save the transaction if you had hyphens or dashes in your legacy location ID fields. This issue affects you if you use MR 7.1.6 or higher.

Defect 1326862: "Unexpected Script error, your session will be closed." was an error message you might have received in various Costpoint applications when you used the Microsoft Edge browser on iPads or iPhones after the IOS 13.5.1 upgrade. As a workaround, you can use the Safari browser on IOS devices.

Defect 1338059: The parallelSqlLimit parameter was ignored when a job was submitted to a parallel Oracle queue. This issue affects you if you run processes with a custom parallel setting. As a workaround, you can run processes with the default Oracle parallel setting.

Defect 1324095: When you ran the Compute Costed Bills of Material process, you encountered a java error.

Defect 1326969: When you ran the Material Requirements Planning (MRP) process, and you used the Shop Floor calendar, the Need Date for the planned order was incorrect. To fix this error, the MRP logic has been updated to ensure that the Need Date will not be null when the Shop Floor calendar is in use.

Defect 1320664: When you tried to delete rows from the Assign PO subtask and there was a Closed requisition line, you encountered the following error: Only requisitions/requisition lines with a status of 'P'ending or 'R'ejected can be modified with this function.

Defect 1325986: On the Apply PO Info to Purchase Requisitions by Line screen, the Preferred Vendor field description has been edited to match the field function.

Defect 1329769: In Web Integration Console (WIC), you were unable to do a partial relief for a lot- (or serial-) tracked part when you used the same XML that was used on the first partial relief.

Defect 1336790: The Auto-Receive and Auto-Accept buttons were not functioning properly with amount driven purchase order (PO) lines. Specifically, for subcontract agreement type POs, the Accept Amount did not populate correctly.

Defect 1331308: When you posted an invoice, you encountered a system error caused by the system inserting a row into the AR_SALES_TAX table for invoice lines with SALES_TAX_CD that was equal to space and Revenue Recognition was equal to Ready For Use.

Defect 1317180: The end date of option offered was set to the termination date, which affected the Minimum Essential Coverage from being populated correctly.

Defect 1323510: The Identify and Flag Deltek Time & Expense Users check box must be removed. It is no longer necessary since the Use as login ID for Deltek Time & Expense check box in Costpoint Manage Users will be removed. The screen will display a Reserved for future use check box.

Defect 1321565: The application displayed an invalid error message when you created a new record with a blank salary Effective Date field. As a workaround for this issue, enter a value in the salary Effective Date field before you save the record.

Defect 1341472: The status text of the Employer Subject to Accrual via Recompute Taxable Wages check box had a missing period.

Defect 1332243: The application did not set the Form W-4 Version field to 2019 for some of the filing statuses applicable for 2019.

 

This issue affects you if your company has employees in Guam.

Defect 1336535: The Form W-4 Version field was disabled even if the employee's withholding state was not a territory. This means that the payroll administrator will not be able to change the Form W-4 Version to 2020 for those employees with existing 2019 Form W-4.

 

This issue affects you if your company has employees that are still using the 2019 Form W-4.

 

As a workaround, if you have Costpoint Employee Self Service, then the Form W-4 Version will be automatically changed to 2020 if the employee will submit a 2020 Form W-4. Otherwise, a new record needs to be created on the Manage Employee Taxes screen.

 

This issue was introduced when changes were made for Virgin Islands 2020 withholding and tax table updates.

Defect 1341462: The status text of the Employer Subject to Accrual via Recompute Taxable Wages check box had a missing period.

Defect 1342206: When the withholding state's Territory Tax based on Federal Tax check box was selected, the application cleared and disabled the following fields:

• Subject to Social Security

• Subject to Medicare

• Subject to FUTA

This issue affects you if your company has employees that are employed in U.S. territories.

Defect 1331331: If you were not using Costpoint job templates and the employee’s Detail Job Title was flagged as a Corporate Officer on the Costpoint Manage Detail Job Titles screen, the employee’s SSN was set 999999999. This issue occurred when you imported users from Deltek Talent Management into Costpoint.

Defect 1337374: The application did not allow you to select Guam's new filing status, which exceeded 50 characters.

 

This issue affects you if your company has employees in Guam. As a workaround, you can update the employee's filing status on the Manage Employee Taxes screen.

Defect 1264215: A system error displayed when you opened the W-2s screen in Costpoint ESS. This issue occurred if an employee had records on the Manage W-2s screen for two different taxable entities.

Defect 1326499: When processing timesheets with sales order timesheet lines, a system error occurred.

Defect 1323494: Since the Use as login ID for Deltek Time & Expense check box was removed from the Manage Users screen, the application should no longer display the following warning message:

 

"A new feature was applied on <Date from step a>. This feature added the “Use as Login ID for Deltek Time & Expense” check box in the Manage Users screen, providing the ability to specify whether an employee’sCostpoint User ID should also be used as his/her Login ID for Deltek Time &Expense (T&E). In order to select this check box for employees that existed before the feature was applied, you will need to run the “Identify and FlagDeltek Time & Expense Users” toolkit in the People\Employee\EmployeeUtilities menu."

Defect 1188399: Imported D and N correcting timesheets had a difference of 0.01 to 0.02 in labor cost values.

Defect 1326471: When you imported timesheets for a second time with auto-adjust options selected, Costpoint adjusted the amounts but did not select the Auto-Adjusted check box in the Timesheet Status group box on the Manage Timesheets screen.

Defect 1326910: When you imported or manually entered a timesheet and then posted it to the general ledger, Costpoint set the transaction amount to zero. This issue occurred when you selected the Post Labor Distribution to GL as Summary Entry check box on the Configure General Ledger Settings screen and when the functional amount was not zero.

Defect 1314179: If a previously recasted overtime line was modified, the applicated did not re-process the lines again.

 

As a workaround, you can complete the following steps:

1. Copy the original line manually.

2. Modify only the new line.

3. Delete the old generated lines.

Defect 1329422: When you enabled organization security, the application did not query Salary History Information records properly. This issue affected Salary History Information records with end dates that fell on the day that you printed the report.

Defect 1308194: When you did not select the Enable SUTA Reciprocity Functionality check box on the Configure Payroll Settings screen, the Compute Payroll process incorrectly calculated the SUTA Taxable details.

Defect 1327217: The application rounded the union fringe incorrectly when the union setup had an amount with more than two decimal places.

Defect 1333740: The application ignored the base tax in the exemption amount when the number of Guam exemptions was zero. As a workaround, you can manually edit the payroll record.

Defect 1335383: The application did not calculate local tax correctly when there was a reduction in the rate mid-year.

 

If checks were processed at a higher tax rate, after the tax rate was lowered, the taxable amount was being set to zero for some employees. You should recalculate the taxable amounts on the Manage Employee Earnings History screen before you run the next payroll.

Defect 1099264: The implementation of SUTA Reciprocity function was incorrect. When you select the Enable SUTA Reciprocity Functionality check box on the Configure Payroll Settings screen, the application should apply the following: 

• The SUTA Taxable Amount field should display the sum of SUTA Taxable Amounts for all states.

• The Excess Wage field should display the sum of Excess Wages for the reporting state only.

This hot fix applies to only the following states:

• VA

• PA

• DC

• CT

• AK

As a workaround, you can edit the output file.

Defect 1231740: The application should display a warning if the date range includes more than one payroll (calendar) year.

Defect 1341608: When you selected the Employee Social Security Withholding Deferred check box, the application still left the Recalculate button enabled. This defect affects you if your company has employees eligible for COVID-19 Social Security deferral.

Defect 1341726: When you used Table view, the application did not display the Soc Sec Exempt Deductions Override column. The label for the Social Security Deferral group box also needed to be modified. This defect affects you if your company has employees eligible for COVID-19 Social Security deferral.

Defect 1334363: The patch needed to be reprocessed to update state withholding allowances for Guam when the Step 2 of W-4 check box was selected.

Defect 1335494: The patch needed to be reprocessed to update the state withholding allowances for Virgin Islands when the Step 2 of W-4 check box was selected.

Defect 1216078: The application did not print the Family Leave Insurance Private Plan Number (FLI P.P. #) in Box 18 on the Self Mailer W-2.

Defect 1223543: On the General tab, the field was labelled as Effective Rate to Use instead of Hourly Rates to Use.

Defect 1321476: When Project Summary and Prior Year Summary were out of sync, there was no Period Year difference for CER Actual Revenue.

Defect 1121553: When you tried to create a budget from a proposal, there was no validation to check if the project requires a workforce.

Defect 1121699: The New Business Budgets menu was missing the link to the Maintain Generic Staff application.

Defect 1121700: The New Business Budgets menu was missing the link to the Manage Average Cost GLC Rates application.

Defect 1121701: The New Business Budgets menu was missing the link to the Manage Average Cost PLC Rates application.

Defect 1224087: When you tried to create a work breakdown structure, there was no POP validation.

Defect 1349098: When you have duplicate records on the Labor Utilization subtask and you changed the Org ID value in these records, an error occurred.

Defect 1324023: When you ran Labor Summary, the system did not consider the Generel Ledger Journal Entries into account for computing Prior Year Difference.

Defect 1332863: When you created an EAC, the amounts in the Service Center (SC) link of a completed EAC was quadrupled for the future periods. 

Defect 1215436: The Period End Date list did not contain all the periods in the POP.

Defect 1336938: When you tried to run revenue breakdown, the over ceiling Other Direct Costs were not calculating correctly.

Defect 1312592: This application included burden from posted transactions in subcontractor progress payments. As a workaround, you can delete the burden on the Manage Progress Payment Bills screen.

Defect 1328454: A system error occurred when you ran this application with the Billable Value on Unbilled Transactions option selected.

Defect 1341909: If the Export File field was blank in the Configure Cobra Interface Settings (AOMCBSET) application and you ran the Compute Cobra Burden Costs (AOPCBLAB) process, you received an error and the CSV file did not save in File Download (SYMDLMGR).

Defect 1325329: When you computed revenue, account discounts were not applied to all accounts in the account range specified on the Manage Account Discounts screen. As a workaround, you can split the range of accounts in Manage Account Discounts: one with the account for which the discount was not applied, and the other range including the rest of the accounts. And then, recalculate revenue.

Defect 1336569: A system error occurred when you ran this application.

Defect 1313096: Querying a project report name was taking too long.

Defect 1314930: When you cloned a top-level project linked to an approval process, the newly created top-level project was automatically linked to the approval process.

Defect 1321755: A system error occurred upon saving of the new project ID created by cloning a project with Discount Method set to PLC Discounts and has a default T&M Project value on the Proj Bill Info subtask. As a workaround, you can change the Discount Method option before cloning.

Defect 1312248: Issues occurred upon allowing changes to work assignment charge lines and vendor employee lines after the charge line/vendor employee line has been used on a timesheet or expense report within Time & Expense. In order to fix the issue, the following fields on the Charges subtask will now be disabled if the charge line has time or expense charged against it:

• PO Line

• Item

• Revision

• Charge Type

• Account

• Organization

• Project

• GLC

• PLC

• Ref1

• Ref2

As a workaround, do not make changes to work assignment charge lines after approval since those lines could be included on a timesheet or expense report.

This defect affects customers who use the Subcontractor Management module and have subcontractors record time and expense in Time & Expense 10.

Defect 1327251: The rate entered on the Charges subtask did not flow to the Vendor Employees subtask when vendor employee lines were added through the Auto Load Workforce button.

Defect 1329660: On the Vendor Employees subtask, the Func Rate value of a 3-way match type charge line became incorrect upon saving the record.

Defect 1279065: The AP Over 30 Days and AP Current dashparts displayed discount taken for paid vouchers as outstanding items, which resulted to data not matching the information on the Open A/P Report.

Defect 1326439: When two users had the same Employee ID, modifications made to assigned user groups and security roles were not applied to both users. To correct this, Time & Expense was updated so that changes made to any records matching the Employee ID are updated, or if no records match the Employee ID, matching is instead based on the Login ID.

 

This issue also affected the following applications:

Affected Applications	Defect No.
Manage Resource Information	1326441
Manage Resource Licenses	1326442

Defect 1327983: Currency codes were missing for Mauritania and Belarus. They were added as follows:

• BYN (Belarus)

• MRU (Mauritania)

Defect 1315835: The Manage Expense Report application sent 'Expense Report Pending Record of Attachment' notification emails even though no Notify check boxes were selected on the Record Task.

Defect 1320447: Product managers received multiple emails for the same charge approval task.

Defect 1327265: When supervisors tracking leave by Project added timesheets for their employees, leave charges were not reflected.

Defect 1329974: The Undo Correct button was disabled when the timesheet period was closed and the Modify check box related to timesheets was selected.

Defect 1337771: UDTs that were set up in employee history and defaulted to timesheet lines were erroneously saved to Favorites.

Defect 1326440: Because the Use as login ID for Deltek Time & Expense check box on the Information tab of the Manage Users (SYMUSR) application was outdated, it was removed.