2022 Federal Social Security Wage Base

The Social Security (Old-Age, Survivors, and Disability Insurance) taxable wage base increases from $142,800 to $147,000 for 2022.

Note: This enhancement requires patch dbc_800_10751.

2021 Forms 1099-MISC and 1099-NEC Updates

 

The IRS released the 2021 updates to forms 1099-MISC and 1099-NEC.

 

Note: The 1099-MISC and 1099-NEC updates discussed in this section are retrieved from the IRS 2021 Instructions for Forms 1099-MISC and 1099-NEC document. Download the official IRS document through this link: https://www.irs.gov/pub/irs-pdf/i1099mec.pdf.

 

Form 1099-MISC Updates

The following are the changes to form 1099-MISC:

• Title Change: The title for form 1099-MISC has been changed from Miscellaneous Income to Miscellaneous Information.

• Box 11: Box 11 includes any reporting under section 6050R regarding cash payments for the purchase of fish for resale purposes, from an individual or corporation who is engaged in catching fish.

 

Form 1099-NEC Updates

• Box 1: Box 1 will not be used for reporting under section 6050R regarding cash payments for the purchase of fish for resale purposes.

• Box 2: Payers may use either box 2 on Form 1099-NEC or box 7 on Form 1099-MISC to report any sales totaling $5,000 or more of consumer products for resale, on buy-sell, deposit-commission, or any other basis.

• Resizing: The IRS has reduced the height of the form so it can accommodate 3 forms on a page.

 

Print/Create 1099s and Magnetic Media

The Print/Create 1099s and Magnetic Media screen has been updated to accommodate the IRS 2021 updates to forms 1099-MISC and 1099-NEC. When you print 1099s on this screen, the output displays using the 2021 layout for the 1099 forms.

The magnetic media format has also been updated according to the 2021 Specifications for Electronic Filing of Forms.

Note: For details on the 2021 specifications for electronic filing, download the IRS Publication 1220 through this link: https://www.irs.gov/pub/irs-pdf/p1220.pdf.

The new NEC Copy to Print group box, which allows you to select the NEC copy you want to print, is now available.

 

Option	Description
Copy A	Select this option to print the IRS Service Center copy of form 1099-NEC.
Other Copies	Select this option to print the receiver and payer copies of form 1099-NEC.

 

The options in this group box are enabled if the Calendar Year is 2021 and when you select 1099-NEC in the Print Options group box.

2022 SUTA Wage Base

This Costpoint release adds tax table records effective January 1, 2022 for states where the unemployment-taxable wage base has been updated for tax year 2022.

New York

The SUTA limit for 2022 is $12,000.

Oklahoma

The SUTA limit for 2022 is $24,800.

Oregon

The SUTA limit for 2022 is $47,700.

Note: This enhancement requires patch dbc_800_10769 and dbc_800_10753.

Georgia 2022 Tax Table Updates

The following are the tax updates for Georgia effective January 1, 2022:

• The standard deduction amount increases from $6,000 to $7,100 for employees that are Married Filing Joint Return.

• The standard deduction amount increases from $4,600 to $5,400 for employees that are Single or Head of Household.

• The standard deduction amount increases from $3,300 to $3,550 for employees that are Married Filing Separate Return.

To support the state updates, this release applies changes to the following screens:

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Attention: For more information, refer to the following:

• https://dor.georgia.gov/employers-tax-guide

• https://dor.georgia.gov/document/document/2022-employers-tax-guidepdf/download

Note: This enhancement requires dbc_800_10748.

2021 Indiana State W-2 Electronic Filing

The Indiana Department of Revenue updated the W-2 and WH-3 Electronic Filing Requirements publication, which provides instructions and electronic filing specifications for filing electronic media with the Indiana Department of Revenue for State and County taxes withheld from Indiana residents.

The most notable change to the most recent version of this publication is that Indiana does not use the RV record and it can be left out. Only the RS record is now unique to Indiana. The Code RS section found on page 6 has the only deviations that Indiana requires from the Federal EFW2 specifications.

To support the state requirement, the Create State W-2 File screen will no longer include the RV record when you create a W-2 file for Indiana.

Attention: For more information, refer to: https://www.in.gov/dor/files/w2-wh3-guide.pdf.

Nebraska 2022 Tax Table Updates

The following are the tax updates for Nebraska effective January 1, 2022:

• The annual withholding allowance increases from 1,960 to $2,080.

• The annual withholding tables for Single and Married have been updated.

To support the state updates, this release applies changes to the following screens:

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Note: This enhancement requires patch dbc_800_10769.

Oklahoma 2022 Tax Table Updates

The following are the tax updates for Oklahoma effective January 1, 2022:

• The annual withholding tables for Single and Married have been updated.

• The Supplemental Tax Rate is set to 4.75%.

To support the state updates, this release applies changes to the following screens:

• Manage State Tax Tables

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

Note: This enhancement requires patch dbc_800_10769.

South Carolina 2022 Tax Table Updates

The following are the tax updates for South Carolina effective January 1, 2022:

• The standard deduction maximum amount for one or more exemptions increases from $4,200 to $4,580.

• The personal exemption amount for one increases from $2,670 to $2,750.

• The annual percentage table has been updated.

To support the state updates, this release applies changes to the following screens:

• Manage State Tax Tables

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

Attention: For more information, refer to https://dor.sc.gov/forms-site/Forms/WH1603F_2022.pdf.

Note: This enhancement requires patch dbc_800_10771.

Wisconsin 2022 Tax Table Updates

The updates to the Publication W-166, Withholding Tax Guide effective January 1, 2022 include a reduction to one formula method from the previous two methods (A and B). Method B, which was previously used by Costpoint, has been removed.

In the formula to be used beginning January 1, 2022:

• There is no longer a credit amount ($22 in 2021).

• A standard deduction amount that depends on the employee’s withholding filing status plus an exemption amount of $400 per exemption will now be deducted from the annual gross earnings.

Note: Based on Wisconsin’s standard deduction formula, the values have been derived to fit them into the tables on the Manage State Standard Deductions screen.

• The income tax rates that are used in the withholding formula range from 3.54% to 7.65%. The previous range was from 4% to 7.65%.

• The formula’s tax bracket thresholds and standard deductions increased.

To support the state updates, this release applies changes to the following screens:

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Attention: For more information, refer to: https://www.revenue.wi.gov/DOR%20Publications/pb166.pdf.

Note: This enhancement requires patch dbc_800_10751.

The MR installer was updated to display a warning message when a lowercase username is detected in the toolsconnection.properties file.

The Print W-2s screen was updated so that the W-2 data will be properly aligned when you print on the Form W-2 for 2021.

The IRS released guidance, Notice 2021-53, for employers about reporting on Form W-2 the amount of qualified sick and family leave wages paid to employees for leave taken in 2021.

The notice provides guidance under recent legislation, including:

• Families First Coronavirus Response Act (FFCRA), as amended by the COVID-Related Tax Relief Act of 2020

• American Rescue Plan Act of 2021

Eligible employers claiming credit have separate reporting requirements for:

• Leave provided to employees during the period beginning January 1, 2021, through March 31, 2021, under the Families First Coronavirus Response Act

• Leave provided to employees during the period beginning April 1, 2021, through September 30, 2021, under the American Rescue Plan Act of 2021

Employers must report to the employee the following types and amounts of the wages that were paid, with each amount separately reported either in Box 14 of Form W-2 or on a separate statement:

• Families First Coronavirus Response Act (FFCRA), as amended by the COVID-Related Tax Relief Act of 2020 (January 1 to March 31)

Amount	Amount Label
The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.”
The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), or (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.”
The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021.”

• American Rescue Plan Act of 2021 (April 1 to September 30)

Amount	Amount Label
The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”
The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), and (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”
The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021.”

Eligible employers who forego claiming refundable tax credits for qualified leave wages are not required to separately report qualified sick leave wages or qualified family leave wages paid to employees to the extent those wages are not claimed as a credit. Furthermore, governmental employers that are prohibited from claiming credits for qualified leave wages are not required to separately report any qualified sick leave wages or qualified family leave wages paid to employees.

If an employer that does not claim credits under these provisions or an employer that is prohibited from claiming those credits erroneously reports sick leave wages or family leave wages to an employee on Form W-2, Box 14, or on a separate statement, the employer must either furnish a W-2c, Corrected Wage and Tax Statement, or provide a corrected statement to the employee correcting the erroneous reporting. The Form W-2c or corrected statement should be sent only to the employee. The employer should not file Form W-2c with the Social Security Administration solely to correct the amount in Box 14.

Attention: For more information, refer to the following:

• Form W-2: https://www.irs.gov/pub/irs-pdf/fw2.pdf

• Notice 2021-53: https://www.irs.gov/pub/irs-drop/n-21-53.pdf

Note: This enhancement requires patch dbc_800_10738.

 

W-2s (ESMELECW2)

The following are the updates to the W-2s screen:

• The following database sources were added in the FED_W2_FILE table for the 14 Code and 14 Amount fields on the screen:

Column	Description
BOX14_CVD_SL1_ARP_CD	COVID-19 sick leave wages paid to the employee requiring care Box 14 description (ARPA)
BOX14_CVD_SL1_ARP_AMT	COVID-19 sick leave wages paid to the employee requiring care Box 14 amount (ARPA)
BOX14_CVD_SL2_ARP_CD	COVID-19 sick leave paid to the employee caring for others Box 14 description (ARPA)
BOX14_CVD_SL2_ARP_AMT	COVID-19 sick leave paid to the employee caring for others Box 14 amount (ARPA)
BOX14_CVD_FML_ARP_CD	COVID-19 family leave wages paid to the employee Box 14 description (ARPA)
BOX14_CVD_FML_ARP_AMT	COVID-19 family leave wages paid to the employee Box 14 amount (ARPA)

• Report now retrieves the employee’s Box 14 description and amount for the COVID-19 leave wages from the new fields on the FED_W2_FILE table and prints the information in the following format:

• BOX14_CVD_SL1_ARP_CD<spaces> BOX14_CVD_SL1_ARP_AMT

• BOX14_CVD_SL2_ARP_CD<spaces> BOX14_CVD_SL2_ARP_AMT

• BOX14_CVD_FML_ARP_CD<spaces> BOX14_CVD_FML_ARP_AMT

The report will not print anything if the corresponding amount is zero or NULL. For example, if the BOX14_CVD_SL1_ARP_AMT column is zero or NULL, then both BOX14_CVD_SL1_ARP_CD and BOX14_CVD_SL1_ARP_AMT will not be printed in the report.

 

Manage W-2s (PRMW2)

You can now edit and save information in box 14 of Form W-2 for the following types of COVID-19 leave wages for payroll year 2021. New screen fields and database columns have been added to allow you to edit and save Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

COVID-19 Leave Wages for 2021	Corresponding Field on the COVID-19 Box 14 Subtask
Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021	Sick leave wages paid to the employee requiring care (updated field label)
Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021	Sick leave wages paid to the employee caring for others
Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021	Emergency family leave wages paid to the employee (updated field label)
Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	Sick leave wages paid to the employee requiring care for leave taken after March 31, 2021 (new field)
Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	Sick leave wages paid to the employee caring for others for leave taken after March 31, 2021 (new field)
Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021	Emergency family leave wages paid to the employee for leave taken after March 31, 2021 (new field)

 

Create W-2 Table (PRPCW2)

The application adds the ability to process and store the information in Box 14 of Form W-2 for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

New database columns have been added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

 

Export Payroll Taxes (PRPEXTAX)

The following three types of COVID-19 leave wages under ARPA are included in the W-2 File (where the Record Identifier is 14) and in the Export Payroll Taxes Report (where the Tax Type is 14).

COVID-19 Leave Wages under ARPA	Source
Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_SL1_ARP_CD Box 14 Amount: BOX14_CVD_SL1_ARP_AMT
Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_SL2_ARP_CD Box 14 Amount: BOX14_CVD_SL2_ARP_AMT
Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_FML_ARP_CD Box 14 Amount: BOX14_CVD_FML_ARP_AMT

Note: Box 14 descriptions should only be populated if the corresponding amount is not equal to 0.00.

 

Print W-2s (PRRW2)

The application now prints Box 14 information for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

 

Print W-2 Summary Report (PRRW2R)

The application now prints Box 14 summary information for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021

 

Print Data Dictionary Report (SYRDD)

The report now includes the new database columns in FED_W2_FILE that were added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

Certain Expense module applications were updated to reflect changes to Meals & Incidentals (M&IE) rates for 2022. Affected applications include:

• Per Diem Schedules

• Import Master Data

Defect 1526984: The Edit Voucher Payment Status table window and the CASH_ACCT_ID and CASH_ORG_ID columns of the OPEN_AP table were cleared. This happened when you used Find and Replace to change the Cash Account Description to an invalid value, used Find and Replace again to change the invalid value to a correct one, and clicked Save.

Defect 1527011: When you selected the Validate Pay When Paid process and selected vouchers for payment, Costpoint did not update the status of vouchers with sales taxes to HOLD.

Defect 1528660: When you selected a customer and clicked Execute or Query, Costpoint populated the Maintain A/R History Detail table window with invoices for a different customer account that has the same customer name.

Defect 1539303: You could not enable dynamic tables for the application. To get this action to work, the explicit logic to drop dynamic tables at the end has been removed.

Defect 1528718: This screen has been updated to disable recalculation of exchange rates for journal entries created through the Process Organization Changes screen.

Defect 1528202: The Print Application Table Information Report duplicated Manage Vendors records three times in the report.

Defect 1528665: You might have received an error when you clicked the URL in an approval workflow email.

Defect 1531905: A critical system error occurred on the Import/Export subtask in the Approval Workflow Models application when you clicked Import on the Import tab and the Workflow Name field was empty, or you clicked Export on the Export tab and the File Name field was empty.

Defect 1528789: When you changed the employee ID in the Project Manager field and tabbed out of the field, Costpoint did not automatically update the value in the Project Manager Name field.

 

As a workaround, use the Project Manager field lookup to select the employee ID and automatically populate Project Manager Name.

Defect 1529306: The application was trying to access Planning even though you do not have a Planning license nor a Planning database configured. This caused an error message to display.

Defect 1529373: When you used web services to create an opportunity, the opportunity was created, but no value was saved in the ORG_ID column in the OPP_MASTER table. This occurred when there was more than one entry in the BUSINESS_UNIT_ORG table for the same business unit code.

Defect 1535849: The mobile touch authentication for Costpoint might have failed when you used SAML and mixed case letters for the username on the Login screen.

Defect 1533845: When you queried the Content File Name in the Lookup window for over 1,000 records, all rows did not display in the results, even when the Max Query Rows setting on the CMS tab of the Configuration Utility was set to accept a larger number of records.

Defect 1536386: When you opened the Lookup window to attach a document from Sharepoint to a Costpoint record, the Sharepoint files were not sorted in descending order by the Modified Date.

Defect 1539220: Costpoint honored the first security role assigned to a user that had either View Links or Modify Links rights in content management integration for a given content type, instead of honoring all of the security roles assigned to the user.

Defect 1527808: When you entered engineering change notices (ECNs), the Phaseout or Obsolete parts defaulted to Unreleased on the EBOM Component subtask.

Defect 1524380: When you have a Buy item with a partially released bill of materials (BOM), the system treated it as a Make item with a partially released BOM and did not release any planned order supply to meet outstanding demand.

Defect 1538140: The application now validates and compares PO_SETUP_HDR table information (buyer, vendor, and address) with the PO_HDR table information.

Defect 1538146: The application now validates and compares PO_SETUP_HDR table information (buyer, vendor, and address) with the PO_HDR table information.

Defect 1527904: The application now validates and compares PO_SETUP_HDR table information (buyer, vendor, and address) with the PO_HDR table information.

Defect 1535305: When you created a requisition through a sales order (SO) and it had a four-digit line, the order reference did not accept the four-digit number.

Defect 1528413: In the Web Integration Console (WIC), you were unable to reverse transactions with a space in the serial number.

Defect 1522414: When you changed the vendor terms in the purchase order (PO) header and ran an import, you encountered the following error: Vouchers exist for this PO Line. The calculated PO Line Total Amount cannot be less than the Vouchered Amount or Posted Amount.

Defect 1519325: When you entered multiple receipts with different receipt dates, and valid exchange rates existed for those dates, Costpoint used an incorrect exchange rate for the calculations of the receipt amounts.

Defect 1521100: When you saved a receipt, there was an inventory discrepancy between the purchase order (PO) equivalent amount in US dollars (USD) and the receiving amount.

Defect 1525846: When you imported a sales order (SO) with zero-precision currency, Costpoint populated the tax with decimals. When you entered the SO line from the screen, the tax was rounded off to the next whole number.

Defect 1528410: You encountered a sales order (SO) Decimal Precision error when you added tax to Zero Precision Currency.

Defect 1525853: When you entered a sales order (SO) with a 13-month recurring cycle, you encountered an SO currency decimal precision error.

Defect 1530278: When you viewed the sales order (SO) status information after using Manage Shipping Transactions, the SO status not did not show the serial lot detail.

Defect 1538394: The application required logic updates to populate the Generic Code to Group Vendors (VEND_GRP_CD) column on the Vendor (VEND) table with the correct value.

Defect 1533422: The screen should only prompt you to rebuild and update the Display Name value if you change the values in the following fields:

• First Name

• Middle Name

• Last Name

• Suffix

Defect 1533427: When you changed the first name, last name, middle name, or suffix, a message prompted you to set the Display Name based on the name changes. If you clicked Cancel, the screen still updated the Display Name value.

Defect 1535635: The screen did not display a validation error when you added a new employee using an existing employee's Social Security Number (SSN). This issue occurred when you enabled Organization Security.

Defect 1538386: The application required logic updates to populate the Generic Code to Group Vendors (VEND_GRP_CD) column on the Vendor (VEND) table with the correct value.

Defect 1520165: The application always calculated pay period premiums based on 12 months. Instead, pay period premium calculation should be based on the number of months in the plan year.

Defect 1519995: The application always calculated pay period premiums based on 12 months. Instead, pay period premium calculation should be based on the number of months in the plan year.

Defect 1523060: The application did not allow employees to select beneficiaries for employee life benefits. This issue occurred if the employees previously selected NO CVG (No Coverage).

Defect 1519948: The application always calculated pay period premiums based on 12 months. Instead, pay period premium calculation should be based on the number of months in the plan year.

Defect 1538076: The application did not allow employees to select beneficiaries for employee life benefits. This issue occurred if the employees previously selected NO CVG (No Coverage).

Defect 1130718: When the total hours adjustment exceeded the actual number of overtime hours (due to rounding during processing), the application took the overage from the last line of the timesheet. This occurred whether or not there were enough hours, which caused negative adjustments.

Defect 1544505: A critical system error occurred when you generated/processed salary cap timesheets.

Defect 1493168: If a timesheet had only a pay type that used a weighted average method of R-Recalculate this Pay Type, the application did not use the weighted average rate for the recalculation of the timesheet labor cost.

Defect 1563598: A system error occurred when you attempted to print, preview, or process a timesheet cycle that included an employee with zero (0.00) labor hours.

Defect 1527924: The Fiscal Year field did not allow you select a fiscal code with six characters. As a workaround, you can manually create retroactive timesheets on the Manage Timesheets screen.

Defect 1500900: When you uploaded a file from Deltek Time and Expense, you encountered an ORA-02291 or ORA-08103 error.

Defect 1534204: The application should not allow a Fringe Organization source of Proj Owning Organization if the Charge Project check box is not selected.

Defect 1539277: The application did not compute garnishments.

Defect 1511969: When you attempted to create the ACH file for multiple taxable entities, both the report and generated file included only the first taxable entity.

Defect 1528305: When two local tax codes were assigned to the same tax service code, the second locality tax was not included in the file. This issue affects you if you use the Ceridian Tax Service and have multiple tax locales.

Defect 1538871: The application should include employees who have no checks in the current quarter of the year but have checks in the prior quarter of the year in the quarterly file submissions.

Defect 1546560: The screen should provide a Certified Payroll Backup report option.

Defect 1547901: The screen required the following changes:

• The application should provide an option to include Union fringe data.

• The Union field and Local Code fields should be removed.

• The Pay Cycle field should always be enabled.

• The fringe timesheet date should be added to the Certified Payroll Backup report.

Defect 1536227: The Certified Payroll Report included only cash fringes. All fringes associated with the project, cash and non-cash, should be accounted in the report.

Defect 1538859: The report included correction lines with all zero values, which caused the doubling of the project's totals in Box 7, Box 8, and Box 9.

Defect 1530076: A critical system error occurred when an employee had two checks on the same date and both checks had Deduction Detail records for the same deductions.

Defect 1534104: You could save two users with the same value with different letter cases (uppercase and lowercase) in the Active Directory or Certificate ID field on the Authentication tab.

Defect 1534832: The Allow Access to Extensibility Console field was not available as an option on the Query and Sort tabs.

Defect 1542758: The application miscalculated revenue.

Defect 1513889: The status of New Business Budgets was not reflected in the Budget Status column of either the Project Status Detail or Project Status Trend reports within Business Intelligence.

Defect 1530312: When the Level 2 funding rolled up to Level 1, the funding amount doubled.

Defect 1538200: The Vendor Employee name displayed as Not Available because the Vendor Employee table did not populate.

Defect 1528176: The Percent Complete formula did not account for multiple Org IDs, causing the My EAC revenue to have a substantial negative in revenue adjustments.

Defect 1528036: When you selected Budget as the Report Type and EAC as the Budget Type and clicked Execute, an error occurred.

Defect 1528182: When you initially accessed the Spread subtask on this screen, all fields were disabled. When you closed and reopened the Spread subtask, the fields were enabled and the New button was disabled.

This defect affected the Spread subtask on the following subtasks:

• Fees

• Units

• Labor

• Direct

As a workaround, upon your initial access of the Spread subtask, click the New button to enable the fields.

Defect 1533494: Form 1443 (Contractor's Request for Progress Payment) printed by this application already expired. It should have been updated to the latest version with an expiration date of August 31, 2024.

Defect 1505224: When you processed an organization change for a project that bills in a currency different from the functional currency, the organization change ignored the transactional amount. The transactional amount was being populated with the functional amount, even if the transactional and functional currencies are different.

Defect 1527968: Costpoint did not automatically populate the Subpd and Ending Date fields when you selected a fiscal year via the Fiscal Year field lookup.

 

As a workaround, manually enter or select a value in Subpd. Ending Date will automatically be populated.

Defect 1520000: The process took longer than expected to complete since you migrated to Cloud.

Defect 1492235: The Warehouse prompt on the MO Build-To Inv Abbrev report displayed a list of values that was similar to the Work Center prompt.

Defect 1509215: The Accounts Receivable values by customer were incorrect when you utilized a query that used both the A/R Summary Data View and the Customer ID Name from the Project table.

Defect 1522996: The Benefit Enrollment Report displayed rows of data for a different Taxable Entity/Tax ID or Organization EIN.

Defect 1525544: The Fiscal Year – Month dates on the X-axis of the Opportunity Dashboard did not display in ascending order. The dashboard is located in Team content » Contracts » Dashboards » Opportunity Dashboard.

Defect 1528300: The following user groups could not run the Project Ledger Detail Report:

• CER__PROJECTS

• CER__PROJ_SECURE

• CER__PM_GRP

As a workaround, add the user to the CER__AR_SECURE user group. Another way is to copy the Project Ledger Detail Report to Company content and replace the style reference with the Deltek Style Template.

To change the style reference:

1. Edit the Project Ledger Detail Report.

2. Click Report to open the Report pane.

3. On the Report pane, go to STYLE and click the ellipsis (…) for Report styles reference.

 

On the Report style reference dialog box, click the ellipsis (…) in Apply styles from report:, click Team content » Templates » Style Reference Reports, and select Deltek Style Reference. And then, click Open.

4. Click the Refresh Now button, and then click OK.

Defect 1532539: An error occurred when you clicked the Vendor Settings or Vendor shortcut in Team Content » SOX Controls Reporting » Costpoint Accounting » Accounts Payable. As a workaround, run the source report in Team Content » SOX Controls Reporting » Costpoint Materials » Purchasing.

Defect 1536541: The ITD Incurred Amount did not aggregate properly. This defect occurred when you created a dashboard for projects with PSR Final Data.

Defect 1529558: In the Options dialog box of the My Tasks dashpart, the Functional Role field lookup used the View Timesheet rights to filter values available for selection. When the View Timesheet check box on the Functional Roles screen in Time & Expense was not selected for the functional role code assigned to the user, that role code did not display in the Functional Role field lookup in My Tasks.

Defect 1524453: In behavior inconsistent with other expense types, the Personal field in the Mileage expense type defaulted to blank, whereas the other expense types defaulted to 0.

Defect 1531723: The ER Expense Charge fields were missing from the temporary table for the Pre-Save, Pre-Sign, and Pre-Approve custom stored procedures.

Defect 1543304: When you submitted an expense report, a system error occurred.

Defect 1528450: If an administrator changed the transaction currency for an expense submitted by an employee whose pay currency differed from the base currency, an error occurred.

Defect 1533483: The Provider list displayed not only Active providers linked to the expense types, but those designated as Inactive as well.

Defect 1542768: The charge activity inquiry did not return data for users assigned to security roles where charge level security was disabled.

Defect 1538824: Timesheets became unavailable if you printed the export report and then closed the Export Timesheets screen without running the export process.

Defect 1534126: When you printed a timesheet report containing 120 or more records, a critical system error occurred.

Defect 1530470: Users of Mobile Time & Expense received an error message when approving leave requests. This issue was described in the Mobile Time & Expense 2.1.3 release notes under Defect ID 1530403, where it was noted that a correction was also required to the web version of Time & Expense. To fully implement this correction, you must install version 2.1.3 and Costpoint 8.0.16 or 8.1.2. In addition, you must also enable TMMMGRWORKSCH_PEND_LV_RQST.ACTION_CD, as noted in the 2.1.3 release notes.

Defect 1530399: When you reversed a Start/Stop Summary Timesheet, the displayed charges did not validate all rows to match against the cell hours entered.