Colorado FAMLI Program Wage Reporting: Support Through Version 1.16

Colorado updated their electronic file specifications to Version 1.16, where they have removed the seasonal field for employees. This Costpoint release updates the Create Quarterly Family and Medical Leave File application to support the state’s specifications up to Version 1.16.

Florida Q2 2023 SUTA Electronic Filing

Costpoint's Software ID for Reemployment Tax XML has been updated to HN3THwvdM4 as of March 13, 2023. The current Software ID, GYaUXnCCLz, will remain active for six months. The Create Quarterly SUTA Tax File screen was updated to support this change.

West Virginia 2023 Tax Table Update

West Virginia’s withholding methods were updated.

• The state’s first update since 2007 retains a system of two percentage methods, one for two earners or multiple jobs and one for one earner or one job.

• The value of a state allowance is $2,000 annually, unchanged from the previous revision.

Despite its name, the two-earner/multiple job method should be used for all employees unless they select a checkbox on Form IT-104, West Virginia Employee’s Withholding Exemption Certificate. The Form IT-104 checkbox indicates that the employee is single, head of household, or married with a nonworking spouse and wishes to have tax withheld at a lower rate.

The two-earner/multiple job method has been adjusted to account for three months of withholding at the previous rates and for tax credits to take effect in 2024.

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

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, refer to:

• Two Percentage Methods: https://tax.wv.gov/Documents/Withholding/it100.2a.pdf

• Form IT-104: https://tax.wv.gov/Documents/Withholding/it104.pdf

• Notice to Employers: https://tax.wv.gov/Documents/Withholding/it100.1a.pdf

Note: This update requires patch dbc_810_11104.

The 8.1.19 MR installer has been updated to include the latest quarterly patch release for WebLogic 12.2.1.4.

• • April 2023 STB - p35233446_122140_Generic.zip

Also, the Java Development Kit (JDK) has been upgraded to version 1.8.0_371 and is installed with the Costpoint 8.1.19 MR installer.

The IRS now requires the electronic W-4 form to be identical to the IRS form. They also require an electronic signature and additional reporting requirements.

Electronic Submission Requirements from Publication 15-A:

• The electronic system must ensure that the information received by the payer is the information sent by the payee, must document all occasions of user access that result in a submission, and must provide reasonable certainty that the person accessing the system and submitting the form is the person identified on the form.

• The electronic system must provide exactly the same information as the paper form.

• The electronic submission must be signed with an electronic signature by the payee whose name is on the form. The electronic signature must be the final entry in the submission.

• The employer must, upon request, provide the IRS with a hard copy of any completed electronic form along with a statement that, to the best of the payer’s knowledge, the electronic form was submitted by the named payee. The hard copy must provide information identical to what appears on the paper form but does not have to be a facsimile of the paper form. The signature must be under penalty of perjury, and the perjury statement, or jurat, must contain the same language as the paper version of the form. The electronic system must indicate that the employee must make a declaration contained in the jurat and that the declaration is made by signing the Form W-4.

Prior to this release, employees could edit/add a W-4 in Costpoint ESS, but the form was not identical to the IRS. To support the IRS electronic W-4 requirements, Costpoint now provides the following features:

• The redesign of the ESS Federal Withholding screen so that it is identical to the IRS W-4 form

• The electronic signature functionality for the employee W-4

• A new table to store the employee’s electronic W-4 information

• A new payroll report to allow users to print historical electronic W-4 information for employees

Attention: For more information, refer to:

• https://www.irs.gov/pub/irs-pdf/p15a.pdf

• https://www.irs.gov/forms-pubs/additional-guidance-for-substitute-submissions-of-form-w-4

• https://www.irs.gov/pub/irs-pdf/p15a.pdf

 

Federal W-4 (ESMFEDWH)

The application name is now Federal W-4, formerly “Federal Withholding.” The screen now provides the same information and details from the paper federal W-4 form for 2023. The changes to this screen include the following.

Note: These changes also apply to the Federal W-4 tab of the Life Events/New Hires screen.

The screen presents the Form W-4 in separate sections/tabs:

Section	Changes
Header	The header no longer displays the Employee Name and ID. In now includes the following: U.S. Territory W-4 checkbox Nonresident Alien checkbox
Step 1	This new tab contains the details from the Step 1: Personal Information section of the W-4. The tab provides a checkbox for employee to indicate that that they have reviewed the Step 1 information.
Step 2	This new tab contains the details from the Step 2: Multiple Jobs or Spouse Works section of the W-4. Employees must complete this step if they (1) hold more than one job at a time, or (2) are married filing jointly and their spouse also works. The tab provides a checkbox for employee to indicate that that they have reviewed the Step 2 information.
Step 3	This new tab contains the details from the Step 3 (Claim Dependents and Other Credits) section of the W-4. Employees must complete Steps 3 - 4(b) for only ONE of their jobs (highest paying). The tab provides a checkbox for employee to indicate that that they have reviewed the Step 3 information.
Step 4	This new tab contains the details from the Step 4 (Optional) Other Adjustments section of the W-4. Employees must complete Steps 3 - 4(b) for only ONE of their jobs (highest paying). The tab provides a checkbox for employee to indicate that that they have reviewed the Step 4 information.
Step 5	This new tab contains the details from Step 5 of the W-4. Employees can electronically sign their W-4 on this tab. Employees must sign the form to be able to save changes on the W-4.
Multiple Jobs Worksheet	The wording on the existing Multiple Jobs Worksheet tab was updated. The tab features a new field 2(c) – c. Add the amounts from lines 2a and 2b.
Deductions Worksheet	The year on Deductions Worksheet tab is now 2023.

Costpoint adds a new table, Employee Electronic W-4 History (EMPL_W4), to store any changes to the W-4. Each time an employee makes a change to the W-4 and signs it, the system will populate the new table and the existing EMPL_TAX and EMPL_TAX_ADT tables.

The screen also provides a link to the IRS W-4 form.

 

Manage Taxable Entity Settings (AOMESSCS)

The Manage Taxable Entity Settings screen provides the following new fields:

Field	Description
Allow 'Exempt' withholding status on federal W-4	Select this checkbox to allow employees under the taxable entity to select an Exempt status on their electronic federal W-4 form.
Allow SSN changes on federal W-4	Select this checkbox to allow employees under the taxable entity to change their social security number on their electronic federal W-4 form.

 

Manage Employee Taxes (PRMETAX)

The existing Disable ESS W-4 checkbox on the Federal tab is now labeled as Disable ESS Federal W-4/Lock-in letter.

Note: This update also applies to the Taxes subtask on the Manage Employee Information screen.

 

View Employee Taxes (PRQETAX)

The existing read-only Disable ESS W-4 checkbox on the Federal tab is now labeled as Disable ESS Federal W-4/Lock-in letter.

 

Print Electronic W-4 Report (EMREW4)

The new Print Electronic W-4 Report screen provides the ability to print copies of the electronic W-4s that employees have entered on the Federal W-4 screen in Employee Self Service (ESS).

The ESS Federal W-4 application will save a copy of the employee's W-4 each time they make a change to it. The IRS requires that companies keep copies of the W-4 for at least four years. This application will not print any changes made to the employee's federal withholding on the Manage Employee Taxes screen that an administrator may have made based on a paper form that was filled out by the employee. You can use this application to generate a missing electronic W-4 report that will display any employee that has a record on the Manage Employee Taxes screen but has no electronic W-4 record.

There will be no data in this report until after employees re-enter their W-4 information.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the new table, Employee Electronic W-4 History (EMPL_W4).

 

Manage Custom Text (ESMCUSTTXT)

In the Screen/Application drop-down list, the existing Federal Withholding option is now the Federal W-4 option.

 

Configure Self Service Settings (ESMESS)

On the Application Options subtask, the application name was updated from Federal Withholding to Federal W-4.

 

Configure Life Events (AOMESSLE)

The existing ESS Module Name option name was updated from Federal Withholding to Federal W-4.

 

Manage Life Event User Flow Status (AOMESSUF)

The existing ESS Module Name option name was updated from Federal Withholding to Federal W-4.

You can now see the Costpoint BI version number on the Welcome! page. The version number is displayed on the lower-right corner of the page.

Defect 1873821: This screen has been updated to prevent a critical system error and only display a message when you import TE expenses/advances without configuring TE suspense settings for your company.

Defect 1836944: This application has been updated to correct the mismatching lengths of the UEI Number columns in the AOPUTLVU_INP_VEND and AOPUTLVU_INP_VENDA tables.

Defect 1841151: You were able to import a vendor that has an Address Code in lowercase letters. This caused other applications to display an invalid address error.

Defect 1853050: When you validated pay when paid vouchers, the message "No records meet the selection criteria" displayed even when a PO voucher with a Pay When Paid status exists. This occurred when:

• The voucher you attempted to validate was linked to a project that has a loaded labor billing formula.

• You updated the invoice status to SELECTED on the Standard Billing Info tab of the Manage Standard Bills screen.

• You updated the Amount to Bill field on the Detail subtask of the Manage Standard Bills screen to a value that is greater than the invoice amount on the Manage Purchase Order Vouchers screen.

• You updated the Amount Received field on the Invoice Information Detail subtask of the Manage Cash Receipts screen to a value that is less than the Amount to Bill field value on the Detail subtask of the Manage Standard Bills screen.

As a workaround, do not update the Amount to Bill field in Manage Standard Bills and the Amount Received field in Manage Cash Receipts.

Defect 1862920: You encountered a critical system error when expanding records through the plus (+) button on the Modifications tab.

Defect 1899922: After you saved modification updates for a contract record, the Modifications tab displayed the data for the first contract on the General tab instead of the data for the record you recently saved.

Defect 520836: The online help for the Export Timesheets to ADP screen indicated that you must process first before printing. However, you encountered the following error on the screen: "The following report must be run and printed before running this process: Export Timesheets to ADP Report (AOPADPTS)." The online help needed to be updated for consistency with the error message.

Defect 585470: The table information in the online help for the Manage Applicant Data screen incorrectly listed the H_APPLICNT_DATA table. The screen does not use the H_APPLICNT_DATA table.

Defect 1898539: In XTDESIGNER, a "Valid Add On code must be selected" error occurred when you added a new app to an existing Time & Expense extensibility project.

Defect 1841653: An error occurred when you clicked Create BUD on the Project Budgets / EACs screen when the Staff Hours subtask was open for rows 40 and up.

Defect 1901754: Setting session cookies blank on logout needed to be optional.

Defect 1912073: When you configured a UI profile to hide screen controls in Show/Hide Screen Controls in the Global Options menu and selected the checkbox for a column title (subtask name), the check mark automatically moved down to the next column title after you clicked Apply.

Defect 1916792: For troubleshooting purposes, Costpoint should have printed the input document along with the error when a Web Interface Console call failed.

Defect 1884844: When you selected a document to update a revision in the ECN module, and you entered the document number and selected from the autofill, the part did not fill in the latest revision. You had to select from the query to populate the revision.

Defect 1882299: The physical count function allowed you to enter the same serial number for the same part in two different locations.

Defect 1894107: When you changed a label for a company, Costpoint displayed the following error message: "Changing the date flag is not allowed when values have been assigned to label X." This happened even though the specified label in the error message was not the label in the company you changed. 

Defect 1890940: When you firmed the planned orders, the MRP cost did not display the total unit cost.

Defect 1892719: Material Requisitions Planning (MRP) did not consider supply order for substitute parts, which resulted in incorrect Action Messages.

Defect 1899634: When you created a bill of materials (BOM) with a buy with components part level 1, a phantom part level 2, and a make part level 3 and then added three parts underneath the make part level 3, Costpoint generated a reservation for the buy with components top level PN. However, when you ran MRP, Costpoint did not make a demand for the level 4 parts.

Defect 1921060: When you ran MRP, the Suggested Due Date was the same as the manufacturing order (MO) due date, which was incorrect. So when you implemented a reschedule message, it did not appear to be updated because the suggested due date was the same as the MO due date. This issue occurred when using the Oracle database. 

Defect 1884773: When you saved an Assign PO transaction where you added a new PO line to an existing PO with the same buyer and vendor information, you encountered the following error: "This PO/Rlse has been assigned to another ungenerated Assign PO line but with a different associated requisition line Buyer." 

Defect 1893067: When you edited and saved multiple requisitions at once, you encountered an error.

Defect 1906706: When you entered a new value in the blanket line and you clicked Load Blanket PO Cost, the blanket line value reverted to another value.

Defect 1903398: You encountered the following system error when you tried to reverse a relief transaction: "Error - MasterBean: the number of connections requested by this application exceeded the maximum allowed number of 20."

Defect 1907881: When you tried to update the organization abbreviation on a project, you encountered an error.

Defect 1890371: The database fields for the following columns have been updated:

Type	CP Table/Column	New Number of Characters
PO Release Number	PO_RLSE_NO NUMBER	5
Item ID	ITEM_ID	50
Item Revision ID	ITEM_RVSN_ID	10
User Revision	USER_RVSN	10
Inventory Abbreviation Code	INVT_ABBRV_CD	20

For more information on the changes in the Import Purchase Order preprocessor, please refer to the updated online help and confer with your Deltek consultant for the updated Excel template.

Defect 1903625: When a serial or lot number was preassigned on the purchase order (PO) and inspected, the Available for Planning checkbox was not selected and unavailable. This applied whether a part was shelf-life controlled or not.

Defect 1892988: When you applied organization security, it was not applied to the rejection transaction you created.

Defect 1903642: When a serial or lot number was preassigned on the purchase order (PO) and inspected, the Available for Planning checkbox was not selected and unavailable. This applied whether a part was shelf-life controlled or not.

Defect 1921743: The following critical system error occurred when you uploaded a file: "The MERGE statement attempted to update or delete the same row more than once. This happens when a target row matches more than one source row. A MERGE statement cannot UPDATE/DELETE the same row of the target table multiple times. Refine the ON clause to ensure a target row matches at most one source row, or use the GROUP BY clause to group the source rows."

As a workaround, you can:

1. Identify the employee that has the specified scenario.

2. Copy that employee's record(s) into a new separate file.

3. Delete the employee's record(s) from the original file and save the file.

4. Upload the amended original file.

Defect 1914432: An error displayed when you have the following setup:

• The Plant is flagged for Shop Floor Time and Manufacturing Execution.

• The employee’s Manufacturing Execution checkbox is selected.

• The employee’s Shop Floor Time checkbox is clear.

This validation should be removed.

Defect 1753525: When you selected the Filing Status checkbox in the Equal to Federal group box for the state of Colorado, the following error message displayed: “The only valid filing statuses are single, married, or head of household if Equal to Federal Filing Status checkbox is selected.”

Defect 1907354: An error displayed when you exported to Deltek Time and Expense. This issue was caused by a missing space in the update SQL statement for the Z_ET_CHARGE table.

Defect 1837651: A critical system error occurred when you had the following setup on the corresponding screens:

• The voucher numbering method on the Configure Accounts Payable Voucher Settings screen was Manual.

• The voucher numbering method on the Create Accounts Payable Vouchers screen was not Manual.

To prevent the error, the validations on the Create Accounts Payable Vouchers screen were updated.

Defect 1891766: In MR 8.1.14, the name of the Manage Tax File Data screen was changed to Manage Tax Report Data screen. However, the old screen name was still indicated in the error on the Create Federal W-2 File screen.

Defect 1920696: You were unable to submit the tax file for DC (District of Columbia), which used the new file format. The tax file for DC should still use the old file format.

Defect 1899553: You encountered an error when you tried to delete project EACs.

Defect 1904575: Deleted fiscal years have been removed from the Fiscal Year Setup list.

Defect 1842141: Revenue was computed incorrectly due to the exclusion of non-labor pending costs. This resulted in a false negative profit.

Defect 1924698: You encountered refresh issues when updating posted labor actuals.

Defect 1914634: You encountered an error due to strings of invalid characters.

Defect 1906172: You encountered deadlock issues in new business budgets.

Defect 1907979: You encountered a system error when you tried adding revenue adjustment lines to working tables.

Defect 1912203: You encountered persistent deadlock issues in new business budgets.

Defect 1906179: Committed hours/amounts displayed incorrectly when the current period was not included in PoP.

Defect 1910011: You encountered an error due to strings of invalid characters.

Defect 1890932: When you added a new record on the Staff Hours subtask, it defaulted to the first labor account in the Project Account Group (PAG) that was inactive. The default account for a new record should be an active labor account in the PAG.

Defect 1897989: Budgets with ITDCPFC formula did not calculate the revenue.

Defect 1914925: You encountered a critical system error in all labor-based reports after you upgraded to 8.1.16.

Defect 1878721: You encountered performance issues when BPIR calls outside processes like LABOR_SUM or EREPORT_PROJ_DETAILS.

Defect 1898709: The number of connections requested by the application exceeded 20, the maximum allowed number.

Defect 1917814: You were unable to edit the Sales Tax Amount value on this screen.

As a workaround, you can enter Other Charges on the bill (via the Totals tab of Manage Standard Bills) for any amount that you need to adjust for. This will not go to the billing history. Once you are able to edit the sales tax again, you can reverse the other charge and put it against the tax.

Defect 1887400: You encountered issues in the computed revenue when the ITD Fee on Cost (ITDCPFC) has direct cost fee overrides and crosses over a fiscal year. For example, when you calculated revenue for FY2023 and for subsequent subperiods after that, Costpoint was undoing the direct cost fee override and adding the fee amount to the Other Fee amounts (OTHER_FEE_TGT_AMT and OTHER_FEE_ACT_AMT). This caused an overstated revenue.

Defect 1903678: Several applications have been modified to allow you to calculate inception-to-date (ITD) fees on cost without having the Other Fee values pushed to transaction levels, some of which may be on account/organization combinations that are no longer active. Since Other Fee is entered only at the revenue level, any inactive account/organization combinations you have in lower levels will not show activity in the current period.

Updated applications include:

• Configure Project Settings: A new ITDCPFC - Other Fee on Revenue Level checkbox has been added to this screen. Select this checkbox to allow calculation of ITD fees on cost at the revenue level. Selection of this checkbox defaults into the Manage Revenue Information screen when new projects are created, but you can change it in each project in Manage Revenue Information.

• Manage Revenue Information: The same ITDCPFC - Other Fee on Revenue Level checkbox has been added to this application. Its selection defaults from the checkbox in Configure Project Settings, but you can change it.

This checkbox is enabled only if you selected the ITDCPFC (ITD Fee on Cost) revenue formula on this screen. 

Note: If you select this checkbox and then compute revenue, Costpoint will not use cost/burden fee overrides in the calculation of ITD fees. Any fee ceilings at a level lower than the revenue level will not include the Other Fee at the revenue level. Deltek recommends that all ceilings reside at the revenue level for the ITDCPFC revenue formula when this checkbox is selected. 

A warning message has been added to this screen to inform you about this. 

• Compute Revenue: This application has been updated to recognize the value of the ITDCPFC - Other Fee on Revenue Level checkbox in Manage Revenue Information when calculating revenue.

• The following applications have also been updated to consider the value of the new checkbox in Manage Revenue Information when mass adding or updating projects, importing projects into Costpoint, and updating prior year history:

• Mass Add Project Master Data

• Import Project Master Data 

• Update Prior Year History

Changes to these screens are included in the following defects.

Affected Applications	Defect No.
Configure Project Settings (PJMSETNG)	1909239
Manage Revenue Information (PJMREV)	1910537
Compute Revenue (PJPCOMPR)	1903678
Mass Add Project Master Data (PJPMADD)	1910540
Import Project Master Data (PJPPREP)	1910541
Update Prior Year History (PJPUPPY)	1910542

Defect 1893018: You encountered an arithmetic overflow error when you ran this application.

Defect 1896163: You encountered an arithmetic overflow error when you ran this application. 

Defect 1749878: The User Group Rights tab was missing on the User Group Report found in Team Content » Costpoint Enterprise Reporting for Costpoint Administration » Security.

Defect 1766484: Smart AI dashboards failed to render when large data sets were used. To apply the fix for cloud users, the administrator must open the Manage BI Settings (BIMCERSETTINGS) screen to create a new security view. The new security view will improve the Smart AI dashboard performance with large data sets.

Defect 1896246: An error occurred when you drill down on a non-labor expense account to launch the GL Detail drill through on the Real Time Project Status Report in Team Content » Planning » Reports.

Defect 1900907: On the Turnover tab of the HR Management Dashboard, the New Hires dashpart displayed the number for terminated employees instead of new hires.

Defect 1911349: An error occurred when you opened the following drill through reports in the Real Time Project Status Report:

• Drill through report on a Non-Labor expense Account to launch the GL Detail – drill through

• Drill through report on a Labor Account to launch the Labor Detail – drill through

• Drill through report in the Pending Revenue column

Defect 1911929: The Project Report with Labor Details displayed incorrect values for Profit/Loss due to the different way of calculating with filter groups after the Cognos upgrade. For filters that were used in logical validations that expected to return either 0 (no) or 1 (yes), a different value was calculated. For more details about the changes that occurred after the Cognos Analytics with Watson 11.2.4 upgrade, see KB Article 112714.

Defect 1912407: The Actual ITD and Actual Current Period columns in Project Report with Labor Details did not display the same type of rates. Both columns should have displayed Target Rates.

Defect 1916207: NvoicePay Payments has been renamed as Corpay Payments, and several other updates were made:

• The Reference Number column now displays check numbers.

• All references to NvoicePay were removed.

• The Revision History has been updated by this change.

To apply the changes, you need to rename or delete your existing NvoicePay Payments report before you deploy Costpoint Business Intelligence 8.1.19. This step will prevent duplicate reports in your BI implementation.

Defect 1901645: When you opened the Resource Information application, all subtask links should have been displayed.

Defect 1907121: When LLA tables for time configuration and expense configuration were both disabled before upgrading, the UDT01 was following an older SRS requirement and did not save the LLA flag as Y. This part of the code is required to be removed as a requirement for expense.

Defect 1763775: When you used the Per Diem expense type allowance for multiple days and deselected a meal on row two or below, the corresponding row one was selected instead.

Defect 1893062: For users who were deactivated and then reactivated, they could not use the Refresh button to view expense report tasks that generated during their inactive period. Instead, it required revising the expense report for the activated user to view those tasks.

Defect 1899936: When a non-per diem meals expense that included attendees was claimed by two different users, the expense was not revalidated after one of the users changed the already sumbitted expense to a different meal.

Defect 1893066: When you created an expense report that included an unassigned user-directed task, an error occurred when you tried to update the expense report.

Defect 1906201: When you used the Change Timesheet Status subtask to reverse the status of a processed timesheet, the exported rate 1 amount did not reset to 0.00, resulting in a failure to re-export rate 1 amounts during future exports.

Defect 1901869: When you cleared a timesheet, you encountered a system error.

Defect 1859705: The timesheet remained in approved status after it went through mass correction and was exported.

Defect 1901705: Favorites were not sorted correctly per PBI 1701346 (Ability to Reorder Favorites).

Defect 1759448: When you rejected a timesheet with no edits made, you received an error stating that you needed to save or discard pending changes before rejecting the timesheet.

Defect 1894134: Rows should not have been printed when no line comments existed on the page.

Defect 1900311: When you deleted a new timesheet for a period that already existed, you received a critical system error.

Defect 1861690: The overtime hours on your regular 40-hour weekly schedule were not validated.

Defect 1890994: When you tried to hide the Request Time Off (Subtask Link), the check mark moved to the next checkbox after selecting Apply. The hidden comments were also not displayed after being selected.

Defect 1893962: When you corrected and then uncorrected a timesheet, the original transaction was removed and the leave balance was incorrect.

Defect 1897240: When you used only the year and a specific ending date as criteria to filter timesheets, the query returned results that included records with a period ending date that was the day after the date you selected.

Defect 1900985: In MSS systems, a system error was received when you loaded favorites on the UDT01 charge lookup.

Defect 1906040: You were able to charge leave on your timesheet beyond your leave balance.

Defect 1908661: Leave types should not be displayed in the Leave Request drop-down list. This issue also affected another application.

 

Affected Applications	Defect No.
Work Schedule/Leave	1912527