Costpoint provides you with following new capabilities, which further expand the existing W-2c functionality in the system:

• Print W-2c on actual forms.

• Print W-2c summary report.

• Load previously reported information on the Manage W-2Cs screen.

Note: This enhancement requires patch dbc_800_10923.

 

Print W-2s (PRRW2)

The Print W-2s screen allows you to print W-2c information on actual forms. The following fields were added/updated as part of this new functionality:

Field	Description
Report Type	Select the type of report that you are processing. W-2: Select this option if you want to print Form W-2 W-2c: Select this option if you want to print Form W-2c. You can view and edit W-2c records on the Manage W-2Cs screen.
W-2 Form Type	From this drop-down list, select the W-2 form type for which you would like to print W-2s. Valid options are: 2-Up Laser: Select this option to print W-2s on 2-part laser forms. 4-Up Laser: Select this option to print W-2s on 4-part laser forms. Self Mailer: Select this option to print W-2s on self-mailer forms. Test 2-UP: Select this option to ensure that the 2-part laser form is properly aligned before you print W-2s. Test 4-UP: Select this option to ensure that the 4-part laser form is properly aligned before you print W-2s. Test Mailer: Select this option to ensure that the self-mailer form is properly aligned before you print W-2s. Note: Before you print W-2s, ensure that the W-2 form type that you selected is properly aligned. Use the appropriate test form types (Test 2-UP, Test 4-UP, or Test Mailer) for checking the form alignment.
W-2c Form Type	From this drop-down list, select the W-2c form type for which you would like to print W-2s. Valid options are: 2-Up Laser: Select this option to print W-2s on 2-part laser forms. Test 2-UP: Select this option to ensure that the 2-part laser form is properly aligned before you print W-2s.

 

Manage W-2Cs (PRMW2C)

The Manage W-2Cs screen allows you to autoload previously reported W-2 or W-2c information. To support the new functionality, the screen provides you with the following new button and check box:

Field	Description
Autoload Previously Reported Information	Click this button to retrieve the employee’s latest previously reported information from either the W-2 or W-2c for the specified Employee/Payroll Year/Taxable Entity Tax Service Group ID combination. This will be enabled only if the following fields have been entered: Payroll Year Employee Taxable Entity Tax Service Group ID (if applicable) When you click this button, the screen displays a message to provide you with an option to clear fields with no correction when the record is saved. When you opt to clear the fields, the screen automatically enables and selects the Clear uncorrected fields upon saving check box.
Clear uncorrected fields upon saving	Select this check box to clear the fields that have not been corrected when you save the record. If you opt not to select this check box, the screen will not clear any field and validations will apply to ensure both previous and corrected amounts are numeric if a field is being corrected. The screen automatically enables and selects this check box if you click Autoload Previously Reported Information and opt to clear uncorrected fields upon saving.

 

Print W-2 Summary Report (PRRW2R)

The Print W-2 Summary Report screen allows you to print a W-2c Summary Report. You can select the new report type option from the following field:

Field

Description

Report Type

Select the type of report that you are processing. Valid options are: W-2 Summary Report: Select this option if you want a report that displays the total amounts for each box of the W-2 form by taxable entity and payroll year. You can access this information on the Manage W-2s screen. W-2c Summary Report: Select this option if you want a report that displays the total amounts for each box of the W-2c form by taxable entity and payroll year. You can access this information on the Manage W-2Cs screen.

Defect 1695833: When you entered and posted a multicurrency cash receipt with multiple lines (for example, one invoice line and four cash lines) in the Cash Receipt Details table window, the functional currency total debit and credit amounts were out of balance.

Defect 1698505: Operations with system web services needed to be disabled in the Web Integration Console.

Defect 1700156: When you set up an Approval Workflow for the Manage Sales Orders application and the FINISH type was set to update the entity field’s value to Approved, the updates that were set in the FINISH type were not triggered when the NOTIFY type was present in the Approval Flow Structure.

Defect 1705377: After you upgraded to Costpoint 8.1.8, existing and new content management integration (CMI) attachments were missing for FileNet-related links.

Defect 1704535: When you changed the serial numbers for multiple records that contained the same lot numbers, you encountered the following error when you saved the record: “This lot number has been assigned to another row.”

Defect 1670604: When you populated Build Qty and Abbrev before Build Part Rev, Costpoint posted an incorrect allocation yield quantity.

Defect 1689315: When you created new purchase orders (PO) via the preprocessor, the Freeze Rate field automatically defaulted to Y.

Defect 1705941: When you processed an input file that contained successive purchase order (PO) header types and with a change order set to N for the last PO header record, Costpoint did not insert the PO line change record.

Defect 1625071: When you imported a file, Costpoint cleared or updated the values in the following fields even if the values should not be cleared or updated:

• Manager

• Supervisor

• Personnel Action Codes 1, 2, and 3

• Rate Group

• Currency Variable Hours Employee

• GovWin IQ ID controls

Defect 1700124: When you imported employee data, Costpoint removed the supervisor information that you manually entered on previously imported employee data.

Defect 1579443: A system error occurred when you deleted a record that had dependent data.

Defect 1648730: A system error occurred after you entered a value in the Total Dependents field in the Other Withholding State(s) table of the State Withholding tab.

Defect 1696324: A system error occurred when the withholding state was set to Guam or Virgin Islands.

Defect 1703668: The Online Help description of the Accrual Ceiling Method should not reference the Balance Year Ceiling Option, which applies only to balance ceiling.

Defect 1709183: Hours were duplicated when a vendor employee had records within the same fiscal year and period in two different companies.

Defect 1708627: When you modified the period end date of the current fiscal year, the budget forecast values moved one period to the right.

Defect 1716073: When you selected a Labor Line item of a project, and then opened the Labor Detail subtask, the + and - buttons did not work.

Defect 1690310: If you selected Include Current Fiscal Year and entered an alphanumeric fiscal year in the Fiscal Year field, Costpoint displayed this error message when you calculated bills: "The following field does not contain a valid number: Current Fiscal Year." This occurred when Select Retroactive Bill Calculation Type was set to Indirect Costs.

Defect 1690477: Costpoint did not create the Over Ceiling line even if the Create Zero Retainage and Over-Ceiling Rows check box was selected in Calculate Standard Bills.

As a workaround, you could set up retainage information on the Manage Project Billing Information screen with 0.00% in Percentage so that Costpoint will not calculate any retainage. And then, recalculate the bill. The Over Ceiling rows should now display on the Manage Standard Bills screen. See sample setup below.

Defect 1703589: The application incorrectly calculated multiplier overrides and account discounts when the Starting Account and Ending Account selected in Manage Multiplier Overrides were both top-level accounts.

Defect 1689272: When you used the ITD Fee on Cost (ITDCPFC) revenue formula, Costpoint allowed you to go over the ceiling when the fee was changed and the ceilings were below the revenue level.

Defect 1719956: A duplicate email notification was delivered to the system email address.