Form 941 Updates Based on ARPA

Form 941 has been updated due to American Rescue Plan Act of 2021 (ARPA), and the changes are effective beginning second quarter of 2021. To support the requirements, Costpoint updates the Federal 941 Data and Tax Credit Report based on the draft Form 941 (Rev. June 2021) as of June 1, 2021.

Form 941 Report Updates

If the reporting start date is on or after 04/01/2021, then the Print Quarterly Federal Payroll Tax Report screen will use a new report layout with the following changes:

• Report Section: Federal 941 Data

• A box at the right side of Lines 5a displays the following note: “*Include taxable qualified sick and family leave wages for leave taken after March 31, 2021, on line 5a. Use lines 5a(i) and 5a(ii) only for wages paid after March 31, 2020, for leave taken before April 1, 2021.”

• The superscripted labels of 5a, 5a (i), and 5a (ii) now indicate asterisks.

• Line 5a (i) now includes only those COVID-19 Paid Sick Leave pay types with Employer Social Security Exempt check boxes selected on Manage Pay Type Taxability screen.

• Line 5a (ii) now includes only those COVID-19 FMLA pay types with Employer Social Security Exempt check boxes selected on the Manage Pay Type Taxability screen.

• The label of Line 5c is now “Taxable Medicare wages & tips.”

• The label of Line 11b was updated. The source of this line was updated so that it only reports the nonrefundable portion of credit for qualified sick and family leave wages for leave taken before April 1, 2021.

• The label of Line 13c was updated. The source of this line was updated to so that it only reports the refundable portion of credit for qualified sick and family leave wages for leave taken before April 1, 2021.

• Line 11d was added for the nonrefundable portion of credit for qualified sick and family leave wages taken after March 31, 2021.

• Line 13e was added for the refundable portion of credit for qualified sick and family leave wages taken after March 31, 2021.

Note: The updates to the sources for lines 11b, 11c, 11d, and 13e will be implemented in the next Costpoint release (Part 2 of the Form 941 updates). Until you apply Part 2 of the Form 941 updates, please disregard the values of these lines in the report.

• Report Section: Credit for Sick and Family Leave Wages

As of today, the draft instruction has been published, but changes to this section will be added in the next Costpoint release (Part 2 of the Form 941 updates).

• Report Section: Employee Retention Credit

• Lines 3cq2 and 3dq2 were removed since these lines apply to Q2 2020 reporting.

• The label of Line 3d is now “Retention credit (3c x 70%)”.

• The following note was removed: “*Rate is 70% for 2021, while 50% for 2020.”

If reporting start date is before 04/01/2021, the Print Quarterly Federal Payroll Tax Report screen will use the previous layout with the following updates:

• Line 5a (i) includes only those COVID-19 Paid Sick Leave pay types with Employer Social Security Exempt check boxes selected on the Manage Pay Type Taxability screen.

• Line 5a (ii) includes only those COVID-19 FMLA pay types with Employer Social Security Exempt check boxes selected on the Manage Pay Type Taxability screen.

Print Quarterly Federal Payroll Tax Report Screen Updates

The screen provides the following new fields:

Field	Description
Qualified health plan expenses allocable to qualified sick leave wages for leave taken after March 31, 2021	If there are qualified health plan expenses allocable to qualified sick leave wages for leave taken after March 31, 2021, you must enter the amount in this field to include it in the calculation of tax credit for COVID-19 Paid Sick Leave wages.
Qualified health plan expenses allocable to qualified family leave wages for leave taken after March 31, 2021	If there are qualified health plan expenses allocable to qualified family leave wages for leave taken after March 31, 2021, you must enter the amount in this field to include it in the calculation of tax credit for COVID-19 FMLA wages.

Labels of existing fields were also updated as follows:

• The label of the existing Qualified health plan expenses allocable to qualified sick leave wages field changed to “Qualified health plan expenses allocable to qualified sick leave wages for leave taken before April 1, 2021.”

• The label of the existing Qualified health plan expenses allocable to qualified family leave wages field changed to “Qualified health plan expenses allocable to qualified family leave wages for leave taken before April 1, 2021.”

Note: All fields related to the user-provided health plan expenses allocable to qualified sick and family leave wages will be used in the tax credit sections of the report, which will be updated in the next Costpoint release (Part 2 of the Form 941 updates).

State Tax Withholding Blind/Age Exemption

This release updates Costpoint Payroll to support income tax withholding calculations for states that have an exemption amount for blindness or age. The Manage Employee Taxes screen and other applicable screens now provide for new fields for holding employees' additional blindness or age exemptions claimed.

Manage State Taxes (PRMSTI)

The application provides the following new check box:

Field

Description

Enable Age/Blind Exemption

Select this box to enable the fields for entering the number of age 65 or over exemptions, and the number of blindness exemptions for the withholding state. Currently, this check box is selected if the withholding state is Virginia. If you select this check box for the withholding state, you must set up records on the Manage State Tax Withholding Adjustments screen to specify the exemption amount of the state. To set up the state exemption amount for age 65 or over: Enter the withholding state. Select Age 65 or Over Exemption from the Type drop-down list. Enter the effective date of this exemption amount for the state. Select the appropriate filing status. Ensure that the details on the Manage State Tax Withholding Adjustments screen have the following values: Wage Type: Gross Wages For Annualized Wage Over/Wage Basis: 0.00 Number or Exemptions or Credits: 0 Base Amount: 0.00 Amount per Credit/Exemption: Enter the annual exemption amount for age 65 or over. Exemption Threshold: 0 Percent of Excess: 0.00% 1st Exempt Override: Not selected 1st Exempt Override Amount: 0.00 Other Amount 1: 0.00 Other Amount 2: 0.00 Other Rate 1: 0.0000% To set up the state exemption amount for blindness: Enter the withholding state. Select Blindness Exemption from the Type drop-down list. Enter the effective date of this exemption amount for the state. Select the appropriate filing status. Ensure that the details on the Manage State Tax Withholding Adjustments screen have the following values: Wage Type: Gross Wages For Annualized Wage Over/Wage Basis: 0.00 Number or Exemptions or Credits: 0 Base Amount: 0.00 Amount per Credit/Exemption: Enter the annual exemption amount for blindness. Exemption Threshold: 0 Percent of Excess: 0.00% 1st Exempt Override: Not selected 1st Exempt Override Amount: 0.00 Other Amount 1: 0.00 Other Amount 2: 0.00 Other Rate 1: 0.0000%

 

Manage State Tax Withholding Adjustments (PRMSTAC)

The Type field on the screen provides the following new state tax withholding adjustment types:

• Age 65 or Over Exemption

• Blindness Exemption

Costpoint adds new tax records effective 01/01/2019 for Virginia for the new exemption types.

 

Compute Payroll (PRPCPR)

The Compute Payroll process now includes the blindness and age 65 or over state exemptions in the state withholding calculation.

 

Manage Employee Taxes (PRMETAX)

The screen provides the following new fields:

Field	Description
Age 65 or Over Exemptions	Enter the number of age 65 or over exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.
Blindness Exemptions	Enter the number of blindness exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

The following columns were added to the EMPL_TAX table:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

The screen will display warning messages in the following situations:

• If the number of Age 65 or Over Exemptions claimed is zero, but the employee is over 64 years old.

• If the number of Blindness Exemptions claimed is zero, but the employee is blind.

Note: These enhancements are also available on the Taxes subtask of the Manage Employee Information screen.

 

View Employee Taxes (PRQETAX)

The application provides the following new fields:

Field	Description
Age 65 or Over Exemptions	This field displays the number of age 65 or over exemptions for the withholding state.
Blindness Exemptions	This field displays the number of blindness exemptions for the withholding state.

The application uses the following new fields on the EMPL_TAX_ADT table for this update:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Manage Payroll Records (PRMPTF)

The State Taxes subtask provides the following new fields:

Field	Description
Age 65 or Over Exemptions	This field displays the number of age 65 or over exemptions for the withholding state.
Blindness Exemptions	This field displays the number of blindness exemptions for the withholding state.

The application uses following new columns on the EMPL_PR_STATE table for this update:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

View Payroll Edit Table (PRQPTF)

The State Taxes subtask provides the following new fields:

Field	Description
Age 65 or Over Exemptions	This field displays the number of age 65 or over exemptions for the withholding state.
Blindness Exemptions	This field displays the number of blindness exemptions for the withholding state.

The application uses the following new columns on the EMPL_PR_STATE_ADT table for this update:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Manage Employee Earnings History (PRMERF)

The State Taxes subtask provides the following new fields:

Field	Description
Age 65 or Over Exemptions	This field displays the number of age 65 or over exemptions for the withholding state.
Blindness Exemptions	This field displays the number of blindness exemptions for the withholding state.

The application uses following new columns on the EMPL_EARN_STATE table for this update:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

View Employee Earnings (PRQERF)

The State Taxes subtask provides the following new fields:

Field	Description
Age 65 or Over Exemptions	This field displays the number of age 65 or over exemptions for the withholding state.
Blindness Exemptions	This field displays the number of blindness exemptions for the withholding state.

The application uses following new columns on the EMPL_E_STATE_ADT table for this update:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Post Payroll Journal (PRPPPCLS)

The Post Payroll Journal process now includes the following number of exemptions when posting payroll:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The worktables used by the application now include the following number of exemptions:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The worktables used by the application now include the following number of exemptions:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Recompute Taxable Wages (PRPRCOMP)

The worktables used by the application now include the following number of exemptions:

• ST_EXMPT_BLIND_NO

• ST_EXMPT_AGE65_NO

 

Void/Replace Posted Paychecks (PRPAVCK)

When you run the Void/Replace Posted Paychecks process, if applicable, the application populates the Age 65 or Over Exemptions and Blindness Exemptions fields on the Manage Payroll Records for void and replacement checks (V and W records).

 

State Withholding (ESMSTATEWH)

The screen provides the following Additional Exemptions fields which you can use to enter the number of additional exemptions that are applicable to you. These fields are enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

Field	Description
Total Age 65 or Over Exemptions	Enter the number of age 65 or over exemptions.
Total Blindness Exemptions	Enter the number of blindness exemptions.

The screen will display warnings related to the Total Age 65 or Over Exemptions and Total Blindness Exemptions fields. The screen also validates if the number of exemptions exceed two in each of these fields.

Note: These enhancements are also available on the State Withholding tab of the Life Events/New Hires screen.

 

Print Database Dictionary Report (SYRDD)

The Data Dictionary Report now provides information for the Blindness Exemptions and Age 65 or Over Exemptions fields on the following tables:

• EMPL_TAX

• EMPL_TAX_ADT

• EMPL_TAX_MULTI

• EMPL_TAX_MULTI_ADT

• EMPL_PR_STATE

• EMPL_PR_STATE_ADT

• EMPL_EARN_STATE

• EMPL_E_STATE_ADT

The report also provides information for the AGE65_BLIND_WH_FL field on the STATE_TAX_INFO table.

The Costpoint 8.0.11 MR installer has been updated to include the latest quarterly patch release for WebLogic 12.2.1.4.

• • April 2021 SPB - p32755791_122140_Generic.zip

Also, the Java Development Kit (JDK) has been upgraded to version 1.8.0_291 and is installed with the Costpoint 8.0.11 MR Installer.

Costpoint updates the Print Deduction/Benefit Report (PRRMBEN) screen to list out all employee deductions, contributions, and fringes (union only) in the report. The following are the updates to support this enhancement:

• The screen and report name changed from “Print Deduction/Benefit Report by Local” to “Print Deduction/Benefit Report.”

• A new Options group box provides the following fields:

Field	Description
Include Employee Payroll Records	Select this check box if you want to include unposted employee payroll records on the report.
Include Employee Earnings Records	Select this check box if you want to include employee earnings records on the report.

• You can now specify pay cycles and fringe codes in the Selection Ranges group box.

• The availability of the Union field is now based on the Enable Union Functionality check box on the Configure Labor Settings screen. Access to the Print Deduction/Benefit Report screen will no longer be based on the Enable Union Functionality check box.

This Costpoint release provides the following updates to the Print Certified Payroll Report screen:

• The report now includes Void/Replacement and Z records. This update allows you to reprint the Certified Payroll Report for timesheet corrections in previously closed pay cycles.

• The range option fields for Pay Cycle and Pay Cycle Dates have been removed.

• The report has been corrected to include fringe rates for both regular wage determination and union fringes. In case multiple fringes have been generated from the same original line for union, an average of all dependent fringe lines will be displayed in the corresponding fringe rate field.

• For regular wage determination, the report will use Project's Government Contract Info to determine whether to use PLC or GLC on the report.

• Deduction fields now display two of the largest deductions.

Costpoint provides the following updates to the Total Compensation/Benefits Statement in the Team Management and Employee Self Service modules:

• The Total Compensation Summary table will no longer report leave benefits since leave benefits are actually part of an employee’s annual salary and not additional wages on top of the annual salary. To report the leave benefits, Costpoint provides a new Estimated Leave Benefits table which displays the leave types assigned to the employee and the estimated accrual hours and liability for the leave year.

• Costpoint updates the logic for the estimated accrual for the A, C, H, and P compute methods. Prior to this update, the calculation did not consider whether the employee was hired after the start of the leave year and/or terminated before the end of the leave year. This lessened the expected accrual for the leave year.

• The processing of estimated leave benefits now includes calculation of estimated accrual hours for the following compute methods. Costpoint will calculate the expected accrual hours based on each applicable method for each leave period in which the employee is expected to work. Prior to this update, Costpoint only calculated the estimated accrual hours for the A, C, H, and P methods.

• B-Block Grant Date Based on Months of Service

• D-One-Time on Block Grant Date

• E-Annually on Hire Date (Posted Hours)

• F-Block Grant on Paid Family Leave Accrual Date

• M-Monthly Block Grant

• U-Unit of Hours Worked

• Costpoint also updates the processing of estimated accrual in cases when the employer has multiple compute methods assigned to one leave code. Previously, the application based the estimated accrual on only one of the compute methods.

 

Total Compensation (HTMTOTALCOMP)

A new Estimated Leave Benefits (Not added to Total Comp Summary) subtask is available on the Total Compensation screen. Managers can use this subtask to view the leave types that are assigned to their employees along with the estimated accrued hours for the current leave year.

The estimated annual employer cost is based on the employee's current hourly rate. Actual leave accrual hours can be found on the Leave screen in Team Management. If the employee is hired after the first day of the leave year and/or terminated prior to the last day of the leave year, the estimated hours accrual will be adjusted to reflect only the period of time the employee was employed. If the employee was employed at all within the leave period, the estimated accrual will be included in the estimated accrual hours.

The subtask provides the following fields:

Field	Description
Leave Type	This is the leave type assigned to the employee in Costpoint.
Estimated Leave Year Accrual Hours	This is the number of hours the employee is expected to accrue for the leave type during the leave year. This is just an estimation as any leave accruals based on hours worked are based on an estimated number of work hours, and any accrual ceilings are not applied.
Estimated Leave Year Employer Cost	This is the estimated cost of the employee's leave type accrual during the leave year. The value is determined by multiplying the estimated accrual hours by the employee's hourly rate.

 

Total Comp/Benefits Statement (ESQCOMPBEN)

A new Estimated Leave Benefits (Not added to Total Comp Summary) subtask is available on the Total Comp/Benefits Statement screen in Employee Self Service. Employees can use this subtask to view the leave types that are assigned to them along with the estimated accrued hours for the current leave year.

The estimated annual employer cost is based on your current hourly rate. If you were hired after the first day of the leave year, the accrual of estimated hours will be adjusted to reflect only the period of time you have been employed.

The subtask provides the following fields:

Field	Description
Leave Type	This is the leave type assigned to the employee in Costpoint.
Estimated Leave Year Accrual Hours	This is the number of hours the employee is expected to accrue for the leave type during the leave year. This is just an estimation as any leave accruals based on hours worked are based on an estimated number of work hours, and any accrual ceilings are not applied.
Estimated Leave Year Employer Cost	This is the estimated cost of the employee's leave type accrual during the leave year. The value is determined by multiplying the estimated accrual hours by the employee's hourly rate.

In advance of release of Costpoint 8.1, a configuration setting (ALLOW_OFFLINE_ACCESS_FL) for enabling offline time entry in the native Time & Expense mobile application was added to the backend table (GENERAL_CONFIG). The default value of the setting within the table is “NO.”

In advance of release of Costpoint 8.1, a field (OFFLINE_DTT) for capturing local date and time of offline entries was added to backend time entry tables (TS_CELL and CORRECT_TS_CELL).

Defect 1457541: When you used the Web Interface Console (WIC) to enter a new voucher for a purchase order with an exchange rate date that is different from the current date, Costpoint incorrectly set the exchange rate date for the voucher.

Defect 1455717: When you posted fixed asset adjustment entries, the entries for the Reference 2 number of the depreciation expense account allocation codes were not printed in the Fixed Assets Journal. This happened even when the Reference 1 option was cleared and the Reference 2 option was selected in the Print Journal For group box of the Configure General Ledger Settings screen.

Both the Reference 1 and Reference 2 lines were also updated on the REF_SUM table even if only one reference number option was selected in the Print Journal For group box of the Configure General Ledger Settings screen.

Defect 1427413: When you created a revaluation entry, the entry was out of balance.

Defect 1477678: The PD_NO Content Data field type did not load information on the Manage Content Types (SYMCMICT) screen.

Defect 1477850: A user was unable to access Manage Leads and Contacts even though the user group to which the user belongs was granted full rights to the Resources module.

As a workaround, you can grant the user group separate application rights to the Manage Leads and Contacts screen.

Defect 1462968: After the Costpoint 8 upgrade, you could not access the Lookup icon in the A/P and Cash fields on the Defaults tab of the Manage Vendors (APMVEND) screen, regardless of your read-only access rights to Manage Vendors and full rights to AP Account and Cash Account setup.

Defect 1476365: When you loaded records using a non-CPSUPERUSER user ID on a History Inquiry screen that is set up for content management integration, you received the following errors:

• "You do not have rights to execute this process: Load Costpoint Record with Content Data Fields."

• "You do not have rights to execute this process: Load Content Data Fields with Costpoint Record."

Defect 1432459: When you ran Update Indented Bills of Material Report Table for all bills of material, the process took over 60 hours to complete. The application has been modified to improve performance.

Defect 1464595: When you implemented an Engineering Change Notice (ECN) and you entered a record parameter, Costpoint also implemented ECN records that contain the same values as the parameter you entered, regardless of the remaining values of the other records.

Defect 1454103: When you issued the parts out of order, you received this critical system error: "Can't find bind variable nTrnQty among public variables of the class." However, the records appear to have been processed successfully, but you were kicked out of Costpoint after processing.

Defect 1447938: When you did a substitute, the Substitute populated Substitution Quantity (Manufacturing Order) incorrectly and did not decrease the original part quantity.

Defect 1454107: When you tried to create a requisition from the application, you received the following system error: ORA-1400 - MRPFPO- Cannot insert NULL into (""rq_ln.manuf_part_id"") when releasing PR. db_admin_mr_lvl=""MR_7171021".

Defect 1447941: When you used substitutes, the resulting firmed order quantities were incorrect.

Defect 1447943: When you ran Update Material Requirements Plan, the Due Date was missing from Transfer Action Messages that are supplying Safety Stock requirements, which resulted in a critical error when you tried to firm the messages.

Defect 1451042: When you created planned orders which should only include lead time for Buy elements if the part is Buy, and include lead time for Make elements when the part is Make, the Suggested Order Date and Suggested Release Date were incorrect.

Defect 1462051: When you tried to create a Subcontractor Agreement Blanket purchase order (PO) type, the system created a PO from the first requisition line only. The PO created was a Subcontractor Agreement and not a Subcontractor Agreement Blanket type.

Defect 1462403: You encountered an error when you created a Subcontract Agreement Release purchase order (PO) from a Subcontract Agreement Requisition and the Subcontractor PO information in the requisition already exists.

Defect 1464395: When you changed the Planning warehouse on a requirement line and clicked New to add a second row, the warehouse you entered for the first row reverted to the default value.

Defect 1451029: You were unable to push abbreviations for Buy With Components via the web interface, but you were able to successfully enter the records into the Manage Inventory Abbreviation Peggings screen.

Defect 1464402: When you entered a purchase order (PO) receipt, the resulting inventory transaction records (INVT_TRN table) have null values in the ORG_ID column. These transactions cannot be viewed on the View Inventory Transaction History screen by users that do not have full organization security access.

Defect 1473623: The WS JAR files have been modified to enable users to use the new Obsolete check box in Costpoint for routings from Manufacturing Execution System (MES).

Defect 1470415: When you generated a purchase order (PO), the PO displayed Customer Ship ID instead of the PO Ship ID.

Defect 1466460: You were unable to modify freight charges on sales order (SO) invoices.

Defect 1461010: When you created a sales order issue with more than 100 lot tracked-only item lines, you encountered an error upon save.

Defect 1387423: When you encountered an error during the import process, a critical system error displayed, and then Costpoint logged you out. In this scenario, the application should only generate an error on the error log.

Defect 1394742: The system accepted employee records with invalid organizations. Records were imported into the EMPL_LAB_INFO table even with errors.

Defect 1474506: When you saved your changes, the screen deleted the information you entered in the Personnel Action 1-3 fields. The personnel action information was also not included on the printed form.

Defect 1417960: The screen displayed a blank Calculation Method field for deductions with a Deduction Method of GHRSPD. As a result, the screen did not allow you to save the changes because the Calculation Method field is required.

Defect 1466868: The application assigned a line type of A instead of C on generated union fringe timesheet lines.

Defect 1465877: The previous changes for C-Correcting timesheets should be reversed. These changes were included in the fix for Defect 1350807.

Defect 1453960: When you imported timesheets with the Auto-Adjust options selected, the application did not insert the auto-adjusted amount in the HRLY_AMT column of the TS_LN table.

 

As a workaround, complete the following steps to correct the value in the HRLY_AMT column of the TS_LN table:

1. Go to the Manage Timesheets screen and query the affected timesheet.

2. Click Auto-Adjust and save your changes.

Defect 1464526: When the application generates fringe lines, it should populate the FRINGE_REF_KEY column on the TS_LN table with the TS_LN_KEY value from the corresponding original timesheet line.

Defect 1466862: The application generated union fringe timesheet lines with 0.00 labor cost if the union profile setup used FIXAMT as the Fringe Calculation Method.

Defect 1473561: The application validated the length of the Employee ID field based on a maximum length of 11 characters only. The application should validate the length of the Employee ID field based on the Employee ID Length field on the Configure Labor Settings screen.

Defect 1464522: When the application generates fringe lines, it should populate the FRINGE_REF_KEY column on the TS_LN table with the TS_LN_KEY value from the corresponding original timesheet line.

Defect 1464569: The application needed updates on how it conditionally defaults, disables, and enables its fields and options. Validations also needed to be updated.

Defect 1469875: When you ran the process, the application did not create vouchers. Tentative Voucher Numbers were also missing from the report.

Defect 1465960: The Override Percent field on the State Taxes subtask accepted only one-digit values instead of two-digit values.

Defect 1465962: An incorrect error message displayed when you entered a value higher than 100 in the Override Amount field on the State Taxes subtask.

Defect 1427489: The state taxes on negative bonus timesheets were incorrect for states with no supplemental rate.

Defect 1456811: The Print Certified Payroll Report screen always used PLC if it existed on the timesheet line. Instead, the Use PLC for Wage Determination check box on the project's Government Contract information should determine whether the application uses PLC or GLC in the Certified Payroll Report.

Defect 1441505: When you printed a Z-fold type paycheck for an employee who had X and R records and 10 pay types in the Hourly Detail, the report displayed the following issues:

• The text “CONTINUE” was not printed on the first page.

• The last pay type was missing.

These issues occurred when you selected the Print Pay Types by Week for Fair Pay and Paycheck Transparency Compliance check box on the Configure Paycheck Settings screen.

Defect 1441503: When you printed a Z-fold type payment advice for an employee who had X and R records and 10 pay types in the Hourly Detail, the report displayed the following issues:

• The text “CONTINUE” was not printed on the first page.

• The last pay type was missing.

These issues occurred when you selected the Print Pay Types by Week for Fair Pay and Paycheck Transparency Compliance check box on the Configure Direct Deposit Settings screen.

Defect 1483228: You could not select the Manage User Groups in Active Directory check box on the Manage Users (SYMUSR) screen when you used Costpoint with SAML Single Sign-on.

Defect 1462487: The User Security Review screen did not change the Access Source to Project Rights Based when Project Security was changed from Org to Project Budget.

Defect 1453869: The Advanced Search lookup did not include the Org Name and Manager name, though these were included in earlier versions.

Defect 1475739: Because the Org ID query listing for New Business Budgets and Budget by Resource included the Org ID concatenated with the Org Name, an error occurred when it was selected. This issue also affected other applications.

 

Affected Application	Defect Number
Budget by Resource	1475742

Defect 1388685: The default indirect labor account on the setup screen was the same as the default PTO account, which caused duplicate line entries to be created.

Defect 1446981: When Labor Utilization was selected as Generic Staff and you set the default period value to 0 on the Indirect Utilization Split subtask, the value changed to 1 after the budget was committed.

Defect 1474305: When the Budget was in a Committed status, the Utilization Split subtasks exhibited long load times. This did not occur when the budget was in Working status.

Defect 1459552: After a recent patch was installed (MR 8.0.8.1006), the Direct Project Cost report displayed null values at the top level.

Defect 1459562: After a recent patch was installed (MR 8.0.8.1006), the Direct Project Cost Categories report displayed null values at the top level. 

Defect 1437724: Costpoint 8 users found that Project Budget/EAC Mass Utilities created multiple EACs for a single project, and would create EACs for every version even if the Final Version option was not selected.

Defect 1476701: A new column was added that displays only the last EAC or BUD version, since this last version can sometimes differ from the Final Version.

Defect 1478946: When you created an EAC in Project Budget/EAC Mass Utilities, unexpected adjustments displayed in Revenue Analysis after the EAC was committed.

Defect 1474519: Revenue adjustments doubled when Fixed revenue (the Override Revenue Adjustments from Accounting System check box) was selected.

Defect 1480406: Revenue doubled on EAC Formulas when the Use Fixed Revenue Amount as Total Revenue check box was not selected.

Defect 1466874: The report contained hours of an unknown origin.

Defect 1462938: This application has been enhanced to process more efficiently.

Defect 1420853: Costpoint did not update the PROJ_V_AWD_FEE_AMT and PROJ_F_AWD_FEE_AMT columns on the PROJ_MOD_ITD_SUM table when you used an accounting period range within the succeeding fiscal year.

As a workaround, you can use individual periods, each having its own contract and funded award fees.

Defect 1452183: Application performance has been improved so that Compute Revenue can process project ranges more efficiently.

Defect 1466432: After you clicked Autoload and used Copy in the table window to create additional rows, a space was created in the Destination Project Abbrev field for new rows. This space caused an error when you tried to run the screen. This issue occurred when the row being copied has no entry in Destination Project Abbrev.

 

As a workaround, remove the space inserted in new rows before running the screen.

Defect 1462936: You were unable to put items on hold even if there were remaining amounts for these items. The Hold check box was disabled on the screen. Rows were also disabled if at least one row has the Invoiced or Voucher Created check box selected.

 

As a workaround, you can manually remove these items from their respective subcontractor invoices through the Manage Subcontractor Invoices screen. This will exclude them from the current invoices.

Defect 1408382: Names of prospective customers were missing on some of the reports and dashboards in the Contracts Reporting package such as the Opportunity Dashboard and Opportunity Current Pipeline Report. On the Opportunity Report, the Primary Customer ID was displayed instead of the Primary Customer Name. The Contracts and Opportunities model has been modified to address this defect.

Defect 1468567: The Labor Utilization Drill-Thru report in Planning used work days instead of bill days when computing for labor utilization. Bill days should have been used because they exclude holidays.

Defect 1468829: The DSO calculation on the Executive Dashboard should have displayed three months billing instead of three months accounts receivable.

Defect 1468938: On the Current Period Revenue Analysis tab of the PM Planning Performance Analytics dashboard, the filter for Period Value Name displayed 2019 – 5 as default when it should have displayed the current period.

Defect 1472457: The Financial Stmt CD filter displayed P&L as default on the Trended Revenue and Income Statement tabs of the Executive Dashboard. The P&L value might not be applicable to all organizations, and the filter should have been blank upon initial use.

Defect 1479419: The Revenue measures in Costpoint BI’s Project Summary (PSR) data for Target, Actual, and Budget did not match the revenue displayed on the Project Summary Report in Costpoint.

Defect 1483212: The selection criteria page on the Project Status Report was missing even if the option to display the page was selected.

Defect 1474009: A system error occurred when you were navigating the Organization Manager Dashboard.

Defect 1475444: Though the General Wizard default Org was set to None, T&E nevertheless defaulted to an inactive org not associated with the employee.

Defect 1454962: Though you selected multiple timesheets for printing, the output included only a single timesheet.

Defect 1457980: Users who deleted a logged Start entry found that the action not only cleared the hours related to that charge, but also hours for any charges on that day that did not count toward Start/Stop.

Defect 1469886: When generated timesheets contained approved leaves, leave amounts were correct, but the leave balance was not updated.

Defect 1472360: When users started a work punch and then attempted to save, they received the following error message: "The Start or Stop Time falls within another Start or Stop time."