Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now allows you to include state income and state withholding amounts in 1099-MISC and 1099-NEC printed forms and magnetic media. This enhancement enables you to submit your 1099 information returns through the IRS Combined Federal/State Filing (CF/SF) program, streamlining the process of handling information returns, ensuring accuracy and compliance, and improving your year-end processing workflow.

The CF/SF program simplifies the filing process by allowing the IRS to forward your electronically filed information returns to participating states, eliminating the need for separate state reporting. For more information, refer to IRS Publication 1220 (for tax year 2024).

Multiple Costpoint screens have been updated to support this feature.

 

Manage State Tax Information (APMSTATE)

The Manage State Tax Information screen is now accessible under Accounting » Accounts Payable » Year-End Processing. This feature enables you to enter and manage state tax information for a company’s taxable entities in Costpoint. Setting up state tax information is crucial for preparing 1099 forms for submission to the CF/SF program, ensuring compliance and accuracy in your year-end tax reporting. This enhancement streamlines the tax preparation process, saving you time and reducing the risk of errors.

The screen has the following fields:

Field	Description
Taxable Entity	Use this field to enter or select the identification code of the taxable entity for which you want to enter state tax information.
Taxable Entity Name	This field displays the name of the taxable entity.
State Code	Use this field to enter or select a state code for the taxable entity. You can only enter valid two-character codes that have been made available in Costpoint.
State Description	This field displays the name of the state.
State Tax ID	Use this field to enter the company state tax identification number. In most cases, the value must be the Federal Tax ID number assigned to your company by the IRS.

This screen loads only the taxable entities that are available for the currently logged-in company.

 

1099 State Field

The new 1099 State field has been added to various screens across different Costpoint domains.

 

Accounting

The following screens in Costpoint Accounting have the new 1099 State field:

• Manage Vendors (APMVEND ): The 1099 State field is now available in the 1099’s group box. Use this field to enter the default state where a 1099 vendor is required to file state taxes. 

• Manage Accounts Payable Vouchers (APMVCHR): The 1099 State field has been added to the Vendor 1099s group box of the Other Info tab of the A/P Voucher Detail table window. If the corresponding 1099 checkbox is selected, this field defaults to the value of the 1099 State field in Manage Vendors but is editable.

• Manage Purchase Order Vouchers (POMPOVCH): A new Vendor 1099s group box has been added to the Account Distribution subtask of the table window. It contains the relocated 1099 checkbox and 1099 Type field and the new 1099 State field. If the corresponding 1099 checkbox is selected, the 1099 State field reflects the value of the 1099 State field in Manage Vendors but is editable.

• Manage Vendor History (APMVENDH): The 1099 State field has been added to the Vendor 1099s group box of the Other Info tab of the Voucher Line table window. When you enter a new voucher line and the corresponding 1099 checkbox is selected, this field defaults to the value of the 1099 State field in Manage Vendors but is editable.

• View Check History Inquiry (APQCKHST): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected check.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask will display the 1099 state assigned to the PO voucher.

• View Vendor History Inquiry (APQVENDH): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected vendor.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask of will display the 1099 state assigned to the PO voucher.

• View Voucher History Inquiry (APQVCHRH): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected voucher.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask will display the 1099 state assigned to the PO voucher.

On the Post Vouchers (APPPOSTV)  screen, Costpoint now includes the vendor’s 1099 state when you post vouchers for that vendor.

On the Print Vendor Information Report (APRVINFO) screen, a vendor’s 1099 State displays on the output when you generate a report.

 

Projects

The following screens in Costpoint Projects have the new 1099 State field.

• Manage Subcontractor Invoices (SMMMINVC) and Approve Subcontractor Invoices (SMMAINVC): A new Vendor 1099s group box has been added to the Account Distribution subtask of the table window. It contains the relocated 1099 checkbox and 1099 Type field and the new 1099 State field. If the corresponding 1099 checkbox is selected, the 1099 State field reflects the value of the 1099 State field in Manage Vendors but is editable.

 

1099 State Field Lookup

A Lookup has been configured for the new 1099 State field. It displays only states that have been made available in Costpoint and its contents cannot be modified using any Costpoint screen. It has the following fields:

Field	Description
State	This field displays the name of the state.
State Code	This field displays the two-character abbreviation of the state.
Fed/State Mag Media	This field indicates if the state is a participant of the Combined Federal/State Filing (CF/SF) Program of the IRS.

 

Input File 1099 State Column

The input files for importing vendors or vouchers into Costpoint have also been updated with a new format. You can now use the new 1099 State column, which comes after the 1099 Type column, to enter the 1099 state for a vendor or voucher. For the import to be successful, you must follow this new input file format, and the state code in the input file must match available state codes in Costpoint. This enhancement has been applied to the following screens: 

• Import Vendors (AOPUTLVU) 

• For the succeeding screens, a record must have the 1099 Flag set to Y for Costpoint to successfully import its corresponding 1099 State. If the 1099 Flag is N, the 1099 State must be blank. Otherwise, the line will not be processed and will be included in the error report.

• Import Accounts Payable Vouchers (AOPUTLAP) 

• Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)  

The Import TE Expenses/Advances (AOPUTLTE) and Import Purchase Order Vouchers (AOPPOVCH) screens have also been updated to automatically retrieve a vendor’s default 1099 State from the Manage Vendors screen and assign it to the imported record if it has the 1099 Flag set to Y for the Pay Vendor. Note, however, that for these screens, the input file format remains the same and you cannot enter a 1099 state in the file.

 

Create 1099 Information (APP1099C) 

The screen now features an automated process for calculating and storing state tax amounts based on the state codes and taxable entities assigned to 1099 vendors. 

This feature ensures that state tax amounts are accurately calculated and stored, and provides you the capability to include them in your reports in printed forms. 

Through this feature, you can easily utilize the Combined State/Federal Filing program to submit your information returns seamlessly, promoting streamlined tax management, reduced manual effort, and enhanced accuracy of your tax reporting.

After you create 1099 information on this screen, you can:

• Include and print the state taxes on the 1099 Edit Report.

• View the state taxes on the Edit 1099 Information screen.

• Include 1099 state taxes on printed 1099 forms and/or magnetic media.

 

Print 1099 Edit Report  (APR1099E)

The Print 1099 Edit Report screen now features a Print Options group box. This includes the relocated Include Vendors where payments are below the reportable amount checkbox and a new Include State Amounts checkbox.

If you select Include State Amounts, Costpoint displays state tax information on the generated report. The report will then include the State and State Tax ID columns, displaying the two-character state code where tax should be filed and the company’s state tax identification number, respectively.

 

Edit 1099 Information (APM1099) 

Enhancements applied to the Edit 1099 Information screen include an upgraded Check Detail subtask and a new State Detail subtask. 

On the Check Detail subtask, the Check Number and Voucher Number columns now display values as clickable links. Clicking a check number opens the View Check History Inquiry screen, automatically showing the check details. Similarly, clicking a voucher number opens the View Voucher History Inquiry screen, displaying the voucher details. A new Void Date field was also added to display the date when a check was marked as void.

Furthermore, the State Detail subtask has been added, giving you the capability to enter, view, or modify state tax information for the Pay Vendor you selected on the Edit 1099 Information Detail table window.

The subtask has the following fields:

Field	Description
Total State 1099 Amount	This field displays the sum of all Amount fields in the table window.
State	This field displays the state where the vendor is required to file state taxes.
State Code	This field displays the two-character code of the state.
State Tax ID	This field displays the company state tax identification number. It defaults to the value assigned to the Taxable Entity/State combination on the Manage State Tax Information screen.
Fed/State Mag Media	This field indicates if the state is a participant of the Combined Federal/State Filing (CF/SF) program.
Amount	This field displays the 1099 amount for the state.
Entry ID	This field displays the ID of the last user who modified the record.
Entry Date	This field displays the date when the record was last modified.

 

Print/Create 1099s and Magnetic Media (APR1099)

The Print/Create 1099s and Magnetic Media screen has a new checkbox and multiple functionality enhancements to support the capability to generate 1099s for submission to the CF/SF program.

A new Include State Amounts checkbox has been added to the Selection Ranges group box. When this checkbox is selected, Costpoint appends state tax amounts to the generated output based on the option chosen in the Generate group box.

Note: Before you can include state tax amounts on 1099s, you must first set up a vendor’s 1099 State on the Manage Vendors screen and assign a State Code to a Taxable Entity on the Manage State Tax Information screen. 

If you selected Print 1099s: 

• If the 1099 Type is 1099-MISC, Costpoint prints state tax information on Boxes 16 (State tax withheld), 17 (State/Payer’s state no.), and 18 (State income) of form 1099-MISC.

• If the 1099 Type is 1099-NEC, Costpoint prints state tax information on Boxes 5 (State tax withheld), 6 (State/Payer’s state no.), and 7 (State income) of form 1099-NEC.

• If a payee has a reporting requirement for more than one (1) state, you must print a separate 1099 form for each state.

If you selected Create Magnetic Media:

• Costpoint enters “1” in position 6 of the Issuer “A” record.

• Costpoint includes the State Income Tax Withheld in positions 723-734 and the payee’s state code in positions 747-748 of the Payee “B” record. If a payee has a reporting requirement for more than one (1) state, a separate Payee “B” record for each state will be created.

• If a payee’s state is a participant of the CF/SF program, Costpoint includes the State Total “K” record in the file. This contains the total number of payees and the total of the payment amount fields filed by a given issuer for a given state. If a payee has a reporting requirement for more than one (1) state, a separate State Total “K” record for each state will be created.

In 2023, Alabama passed a law exempting overtime compensation from state income taxes from Jan. 1, 2024, to June 30, 2025. The exemption applies to overtime compensation paid during the exemption period to employees paid on an hourly basis for work performed in excess of 40 hours in a week.

Starting October 1, the exemption will instead apply to any overtime compensation provided in accordance with the Fair Labor Standards Act (FLSA), under HB 407. This change will remain in effect until the exemption expires on June 30, 2025.

HB 407 also amends employer reporting requirements to conform with the exemption modification.

When reporting Alabama’s overtime paid beginning October 1, 2024, the Print State Overtime Wages Report will include only employees with an FLSA Classification of Non-Exempt on the Manage Employee Salary Information screen regardless of their rate type. In addition, the employee eligibility on the Manage Pay Types screen shall no longer be checked.

This enhancement requires the following:

• cp82_prrsotw_003.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

For the tax year beginning on or after January 1, 2024, through June 30, 2025, overtime pay received by a full-time hourly wage paid employee for hours worked above 40 in any given week is excluded from gross income and therefore exempt from Alabama state income tax.

To support the reporting of exempt overtime wages of Alabama, Costpoint can now report exempt overtime wage in Box 14 of employees Form W-2 using “EX OT” as the indicator, for example, EX OT $15,250.

Attention: For more information, see: https://www.revenue.alabama.gov/individual-corporate/overtime-exemption/

 

Create W-2 Table (PRPCW2)

The application now calculates Alabama’s exempt overtime amount based on Alabama’s earnings records where overtime pay type is configured to be exempt from Alabama's income tax. The calculated amount will be reported in Box 14 using “EX OT” code.

The application will now format the Tax ID retrieved from Configure Company Information to 00-00000000 and display an error message if the Tax ID is not nine digits.

 

Manage W-2s (PRMW2)

The Box 14 subtask on the Manage W-2s screen now contains the following tabs:

• Box 14 Lines 1-5: This tab has the same information as the original Box 14 subtask, which includes the following fields:

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

• Other Box 14 Information: This tab has the new box 14 fields for Alabama exempt overtime wages.

• Covid-19 Box 14: This tab has same information and layout as the original COVID-19 Box 14 subtask, which has been removed from the main screen.

 

Manage W-2Cs (PRMW2C)

The Box 14 subtask on the Manage W-2Cs screen now contains the following tabs:

• Box 14 Lines 1-5: This tab has the same information as the original Box 14 subtask, which includes the following fields for previously reported and corrected information:

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

• Other Box 14 Information: This tab has the new box 14 fields for Alabama exempt overtime wages for previously reported and corrected information.

• Covid-19 Box 14: This tab has same information and layout for previously reported and corrected information as the original COVID-19 Box 14 subtask, which has been removed from the main screen.

 

Print W-2s (PRRW2)

The application now includes exempt overtime wages in box 14 if you print W-2s for Alabama.

 

Print W-2 Summary Report (PRRW2R)

The application adds the new fields in the corresponding reports:

• W-2 Summary Report - Box 14 – Line 5

• Box 14 – Alabama exempt overtime wages

• W-2c Summary Report - Box 14 – Line 5 (Corrected)

• Box 14 – Alabama exempt overtime wages (Previously Reported)

• Box 14 – Alabama exempt overtime wages (Corrected)

 

W2s (ESMELECW2)

If applicable, the employee’s W-2 will now report Alabama’s exempt overtime amount in Box 14 using the EX OT code.

 

Export Payroll Taxes (PRPEXTAX)

The application now includes Alabama’s exempt overtime wages box 14 information from the Box 14 record on the Manage W-2 and Manage W-2c screens.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the following fields added in the corresponding tables for this enhancement:

Table	New Columns
FED_W2_FILE	BOX14_AL_OT_PAY_CD (Alabama Exempt Overtime Wages Box 14 Cod) BOX14_AL_OT_PAY_AMT (Alabama Exempt Overtime Wages Box 14 Amount)
FED_W2C_FILE	PREV_BOX14_AL_OT_PAY_CD (Previous Alabama Exempt Overtime Wages Box 14 Code) PREV_BOX14_AL_OT_PAY_AMT (Previous Alabama Exempt Overtime Wages Box 14 Amount) BOX14_AL_OT_PAY_CD (Corrected Alabama Exempt Overtime Wages Box 14 Code) BOX14_AL_OT_PAY_AMT (Corrected Alabama Exempt Overtime Wages Box 14 Amount)

 

This enhancement requires the following:

• cp82_dbc_820_11396_001.zip

• cp82_esmelecw2_002.zip

• cp82_prmw2_002.zip

• cp82_prmw2c_002.zip

• cp82_prpcw2_002.zip

• cp82_prpextax_002.zip

• cp82_prrw2_003.zip

• cp82_prrw2r_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Arkansas updated their Withholding Tax Formula Method effective January 1, 2024. The following are the updates:

• The highest rate decreased to 3.9% and the tax brackets have been adjusted.

• The supplemental withholding rate decreased to 3.9%.

Attention: For more information, see:

• https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula_2024.pdf

• https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/withholdInstructions.pdf

To support the state requirements, this release updates records on the following screens:

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11458_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Georgia revised the 2024 Employer’s Tax Guide and provided the following additional changes. The changes are effective July 1, 2024, but retroactive to taxable years beginning on or after January 1, 2024:

• The state’s flat tax rate decreased from 5.49% to 5.39%.

• The dependent allowance increased from $3000 to $4000.

• The graduated tax rates used for supplemental wages were replaced by a flat tax rate of 5.39%.

Attention: For more information, see https://dor.georgia.gov/employers-tax-guide.

To support the state requirements, this release updates records on the following screens:

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11434_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Idaho posted the 2024 table for percentage computation method of withholding in the Idaho State Tax Commission website. The updates are:

• The flat tax rate decreased from 5.8% to 5.695%.

• The zero-percent tax bracket’s upper threshold increased from $13,850 to $14,600 for single employees and heads of households, and from $27,700 to $29,200 for married employees.

• The tax rate for supplemental payments decreased from 5.8% to 5.695%.

• The value of Idaho Child Tax Credit Allowance increased from $3,534 to $3,600 annually.

The commission’s website states that you do not need to retroactively adjust withholding to the start of the year. You just need to use the new table moving forward.

Attention: For more information, see:

• Tables: https://tax.idaho.gov/wp-content/uploads/pubs/EPB00744/EPB00744_05-21-2024.pdf

• ICTCAT: https://tax.idaho.gov/taxes/income-tax/withholding/computing/

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Illinois enacted the Transportation Benefits Program Act, effective January 1, 2024, which requires certain employers in specific geographic areas to provide pre-tax commuter benefits to covered employees. To support the state requirements, Costpoint adds a new TRANS (Transportation Benefit) deduction type which employers can use for the Illinois Transportation Benefits Program Act and for other similar commuter benefits program of other states.

Attention: For more information, https://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=4428&ChapterID=68.

 

Manage Deductions (PRMDED)

You can now select the TRANS (Transportation Benefit) deduction type from the Deduction Type field.

 

This enhancement requires the following files:

• cp82_dbc_820_11416_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Kansas revised the Withholding Tax Guide to reflect the following changes effective July 1, 2024:

• The tax brackets have been updated to zero, 5.2%, and 5.58%, instead of four tax brackets of zero, 3.1%, 5.25%, and 5.7%.

• The withholding allowance amounts will now depend on the employee’s filing status.

• Married filing jointly: $18,320

• Married filing separately: $9,160

• Single: $9,160

• Head of Household: $9,160

• An additional allowance of $2,320 annually can be claimed by all statuses for each dependent.

Attention: For more information, see: https://www.ksrevenue.gov/pdf/kw100.pdf

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11462_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

An updated Nevada State Wage Record (RS32WAGE) with document revision date of June 2024 has been posted in Nevada’s UI website. Based on the updated file format, the out-of-state information shall now be reported in RS record, position 360-373.

Attention: For more information, see:

• RS32WAGE Record: https://ui.nv.gov/PDFS/EFW2_CodeRS32WAGEOOS.pdf

• All Records: https://ui.nv.gov/ESSHTML/electronic_specs.htm

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now includes out-of-state information in the RS32WAGE record of Nevada's EFW2 file.

• Out-of-State State Code in Location 360-361

• Total Out-of-State Gross Wages in Location 362-373

 

This enhancement requires the following:

• cp82_prpsmm_006.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

The Employer’s Guide to Wage Report and Payment File Specifications has been updated, and the following are the changes in Employer EFW2 Format (October 2023 vs March 2024 edition):

• Employer FEIN has been added to the RE record, location 19-27, and tagged as a required field.

• All instances of “Employer ID” have been renamed to “10-digit NCDES employer ID”.

• The following fields are no longer tagged as required:

• RW 199-209 OOS Wage Amt

• RW 338 12th of the Month – Month 1

• RW 339 12th of the Month – Month 2

• RW 340 12th of the Month – Month 3

Attention: For more information, see: Employer’s Guide to Wage Report and Payment File Specifications (March 2024).

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now reports the employer FEIN in positions 19-27 on the RE Record.

 

Manage SUTA Tax File Data (PRMSMM)

The Reporting ID/UI Account Number field can now accommodate up to 10 digits for North Carolina.

 

This enhancement requires the following:

• cp82_prmsmm_002.zip

• cp82_prpsmm_005.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

Ohio updated the state’s withholding methods effective July 1, 2024. The highest tax rate used in Ohio’s withholding methods decreased from 4.41%to 3.8%.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Utah revised the tables in Publication 14, Withholding Tax Guide, to reflect the following changes effective June 1, 2024:

• The tax rate decreased from 4.65% to 4.55%.

• The base allowance used in the formulas increased from $415 to $440 for single employees, or from $830 to $880 for married employees.

• The amounts subtracted from wages in the formulas increased from $8,371 to $8,826 for single employees, or from $16,742 to $17,652 for married employees.

Attention: For more information, see https://tax.utah.gov/forms/pubs/pub-14.pdf.

To support the state requirements, this release adds/updates records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_dbc_820_11440_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

You can use Costpoint to implement a supplier onboarding process for new suppliers by entering them as prospective vendors, and either not approving or approving them. Once approved, they will be set up as a vendor in Costpoint. This functionality existed in the Contracts domain but is now available in Accounting and Materials as well.

 

Manage Prospective Vendors (APMPRVEND)

The Manage Prospective Vendors screen can be accessed via the following:

• Accounting » Accounts Payable » Vendors

• Materials » Procurement Planning » Vendors

• Materials » Purchasing » Vendors

This new screen allows you to efficiently set up, access, and manage prospective vendor information in the Accounting domain without the need for a separate license for the Capture and Contracts domain. 

This feature streamlines the evaluation and management of prospective vendors, expanding functionality across multiple Costpoint domains and simplifying your vendor management process.

Similar to the existing Manage Contract Management Vendor Info screen in Capture and Contracts, you can:

• Enter address and contact information.

• Record details of vendor employees.

• Document non-disclosure and teaming agreements.

• Add notes related to prospective vendors.

• Track activities and tasks associated with each prospective vendor.

• Specify values for user-defined fields.

This enhancement ensures a comprehensive and organized approach to managing potential suppliers, improving your procurement workflow and decision-making process.

If you are configured for GovWin IQ to Costpoint Vendor integration, you can use the Import GovWin IQ Vendor Data application to import vendors from GovWin IQ and add them as prospective vendors in the Accounting domain. A new prospective vendor record is created when the GovWin IQ company ID does not exist for a regular or prospective vendor.

All records in the Capture and Contracts domain also display on the Manage Prospective Vendor screen and vice versa.

 

Approve Prospective Vendors (APMPRVENDA)

The Approve Prospective Vendors screen can be accessed via the following:

• Accounting » Accounts Payable » Vendors

• Materials » Procurement Planning » Vendors

• Materials » Purchasing » Vendors

This screen has the same functionality as the existing Approve Prospective Vendors screen in Capture and Contracts. It enables you to approve prospective vendors listed in both the Accounting and Capture and Contracts domains, converting them into regular vendors. 

All prospective vendors with a status of Pending on the Manage Prospective Vendors and Manage Contract Management Vendor Info screens are automatically displayed when you load this screen. After you approve these vendors, their vendor record status is changed to Vendor on the aforementioned screens. 

The prospective vendors you approve on this screen will still need to be approved on the Approve Vendors (APMVENDA) screen if the Requires Approval checkbox is selected on the Configure Accounts Payable Settings screen.

Once approved, these vendors can then be included in vouchers and cash disbursements.

 

Configure Vendor Settings (APMSETVN)

A new Corporate Settings subtask has been added to the Configure Vendor Settings screen. It has the Prospects group box, which provides the following fields that allow you to configure identification settings for prospective vendors:

• Auto-Assign Vendor Prospect IDs: Select this checkbox to have Costpoint automatically assign an ID to any new prospective vendor record.

• Last Vendor Prospect ID: Use this field to enter the value you want to set as the last used prospective vendor ID. When a new prospective vendor record is created, Costpoint increments the value you entered here and assigns it to the new record. You must enter a value in this field if you selected the Auto-Assign Vendor Prospect IDs checkbox.You can enter a combination of alphanumeric characters, but Costpoint increments only the rightmost numeric value. Make sure you enter enough numeric digits at the end of the ID as this determines the number of vendor prospect IDs that Costpoint can generate/increment. You can enter up to 32 characters in this field. 

 

Import GovWin IQ Vendor Data (APPIQVEN)

The Import GovWin IQ Vendor Data screen now allows you to import prospective vendor information directly into the Accounting domain. 

Previously, only GovWin IQ companies linked to existing Costpoint vendors were imported to the Accounting domain, while unmatched vendors were saved as prospective vendors in the Capture and Contracts domain, which required a separate license for access.

Now, whenever you import GovWin IQ vendor data into Costpoint, you will be able to view prospective vendor information on the new Manage Prospective Vendors screen in the Accounting domain.

To successfully import prospective vendors from GovWin IQ, you must select the Auto-Assign Vendor Prospect IDs checkbox and enter a Last Vendor Prospect ID on the Configure Vendor Settings screen.

 

Manage Contract Management Vendor Info (CTMVEND)

The following fields have been added to this screen.

Field	Description
Location	Use this field in the Identification group box to enter the location for prospective vendors.
Enable Digital Signature	Select this checkbox on the General tab to indicate if, once approved, the vendor can use a digital signature to approve invoices associated with them. This checkbox displays on this screen only if you are licensed for Supplier Portal.
Supplier Portal Enabled	Select this checkbox on the General tab to indicate if, once approved, the vendor is a Supplier Portal vendor. When this checkbox is selected on the vendor, the vendor’s information displays on the dashboard when you access Supplier Portal. This checkbox displays on this screen only if you are licensed for Supplier Portal.

All three fields are editable only when Vendor Record Status is Prospective Vendor. If both checkboxes are selected, the Supplier Portal Enabled checkbox will be disabled but remain selected. Clearing the Enable Digital Signature checkbox will re-enable and make the Supplier Portal Enabled field editable.

In addition, new validations have been implemented on this screen to detect similar or duplicate vendors that may already exist in the Manage Prospective Vendors (APMPRVEND) and Manage Vendors (APMVEND) applications within the Accounting domain. These validations apply only to new records.

 

Approve Prospective Vendors (CTMVENDA)

The new fields added to the Manage Contract Management Vendor Info screen are also available in Approve Prospective Vendors. Values default from Manage Contract Management Vendor Info, but you can edit the checkboxes; however, the Location field is disabled. If both the Enable Digital Signature and Supplier Portal Enabled checkboxes are selected, the Supplier Portal Enabled checkbox will be disabled but remain selected. Clearing the Enable Digital Signature checkbox will re-enable and make the Supplier Portal Enabled checkbox editable.

When you assign future vendor IDs and then save or approve prospective vendors, Costpoint applies the same validations for checking similar or duplicate records in Approve Prospective Vendors (APMPRVENDA) and Manage Vendors (APMVEND) within the Accounting domain. Upon approval, Costpoint updates the vendor tables and defaults the vendor Location, Enable Digital Signature, and Supplier Portal Enabled values from the prospective vendor.

Note: The Opt-In capability is available to Costpoint Cloud Customers only.

As an administrator, use the Opt-In capability to enable designated new features for your Costpoint users. Opt-In features are optional during a specific timeframe. In a future Costpoint release, the features will be enabled automatically for all users. 

This enhancement supports testing by users in your company. When you enable an Opt-In feature in a sandbox database, you give your users the opportunity to experience how that feature will potentially impact their workflow, data, and application use. You control the timing of this testing, which can take place before you enable the feature in a production database and before the feature is automatically enabled for all users in a release. 

During the opt-in timeframe, you can also disable most Opt-In features if necessary. Once the opt-in timeframe is complete, the features are automatically enabled in the subsequent Costpoint release. While some Opt-In features may have additional settings or security to enable, most will become standard in the product.

Enable and disable the Opt-In features during the opt-in timeframe in the Manage Opt-In Features (SYMFEATURE) application in Costpoint.

The following Costpoint 8.2.15 features include the option to opt-in:

• Enhanced Schedule Bill Description

• Bank Account Integration with Costpoint

• EFT International Format (IAT)

• Purchase Order Payment Schedules

• Expand Prospective Vendor Functionality to MM and AC

• Subcontractor Management Work Assignment Preprocessor

• 1099 Combined Federal/State Filing (CF/SF) Program for Participating States

• Settlement Reversal

• Manage/Approve Timesheet UI Updates

The following Costpoint features were previously Opt-In for the 8.2.12 release and are now enabled for all users in the 8.2.15 release: 

• Allowing Prospective Vendors in Subcontracts

• Subcontract and Contract Modification Totals

• Automatic Purchase Order (PO) Reservation Creation

• Minor Timesheet Enhancements

• Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee

• LGBTQ+ Business Classification and Vendor-Subcontractor Integration

• Manual Invoice Number Editing for Subcontractor Invoices

• Change Government Furnished Material (GFM) to Furnished Material (FM)

• Revaluation Settlement

• Quick Entry Expense Report

• Supplier Portal Invoice Status and Payment Information

Throughout the Costpoint content, the Opt-In feature topics will be identified with the following label: (Opt-In Available).

In addition, the opt-in feature topics will include the following statement:

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

For more information about Costpoint’s Opt-In capability, see Knowledge Base article #115359 in the Deltek Customer Care Knowledge Base.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

You can now set up payment schedules on a purchase order line for progress payments, not based on quantity, to be handled correctly on the voucher instead of calculating the voucher amount based on a line quantity. This will also help in showing financial forecasting on product service requests.

 

Set Up Company (SYPCOMP)

The application now copies the new settings when you create a new company from an existing company.

 

Manage Simple Purchase Requisitions (PPMREQ)

The functionality of the application has been updated to exclude line charges designated as Payment Schedule when you perform a lookup.

The same update has been applied to the following applications:

• Manage Purchase Requisition Types (PPMRTYP)

• Manage Purchase Requisitions (PPMNTRQ1)

• Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

• Create MO Subcontractor Requisitions (PCMSCRQ)

 

Mange Line Charge Types (POMLCHRG)

A new checkbox, Payment Schedule, has been added to the application to allow you to designate this type of line charge to be used only for purchase order lines that are designated as Payment Schedules.

 

Manage Purchase Orders (POMMAIN)

You can now set up Payment Schedules on purchase order lines to assist with payments that need to be made over a certain period of time.

The application has a new Payment Schedule subtask, which you can use to enter information related to the payment schedule of the purchase order lines.

The following new fields have also been added to the application:

Field	Description
Payment Schedule Code	Use this field to select the payment schedule code from the drop-down list.
Payment Schedule	This checkbox is selected if a payment schedule record exists on the Payment Schedule subtask.

 

Configure Purchase Order Print Options (POMPOPTS)

You can now print the payment schedule information on the purchase order via the new Print Payment Schedule checkbox.

 

Print Purchase Orders (PORPPO)

You can now print the payment schedule information on the purchase order via the new Print Payment Schedule checkbox. This checkbox also defaults from the same checkbox on the Configure Purchase Order Print Options screen.

 

Approve Pending Purchase Orders (POMSTAT)

Purchase Order Line Payment schedules can now be viewed from this application.

The application has a new Payment Schedule subtask, which displays information related to the payment schedule of the purchase order lines.

The following new fields have also been added to the application:

Field	Description
Payment Schedule	This checkbox indicates that a payment schedule exists for the record.
Payment Schedule Code	This field indicates the payment schedule code related to the record.

The same changes apply to Expedite Purchase Order (POMEXPD) screen.

 

Create Purchase Order Change Orders (PORPCO)

You can now print the payment schedule by selecting the new Print Payment Schedule checkbox.

 

Archive Purchase Orders (POPARCH)

A new database table, PO_LN_PMT_SCH_HS, has been added to the application.

 

Manage Supplier Actions (SPMSPACT)

Purchase Order Line Payment schedules can now be viewed from this application.

The application has a new Payment Schedule subtask, which displays information related to the payment schedule of the purchase order lines.

The following new fields have also been added to the application:

Field	Description
Payment Schedule	This checkbox indicates that a payment schedule exists for the record.
Payment Schedule Code	This field indicates the payment schedule code related to the record.

 

Manage Invoices (SPMINVC)

If the PO Line has a payment schedule, you will be able to enter only the Invoice Extended Amount instead of the Invoice Quantity. You can now view the payment schedule information using the Payment Schedule subtask. Taxes and discounts will be added as applicable for that PO, but the subtask will only display the Extended Cost. In Approve Subcontractor Invoices, the functionality to trickle down previous payments from purchase orders has been added as well.

The same changes apply to the following screens:

• Manage Subcontractor Invoices (SMMMINVC)

• Approve Subcontractor Invoices (SMMAINVC)

 

Manage Purchase Requisition Types (PPMRQTYP)

The application will exclude line charges set up as Payment Schedule.

The same change applies to the following screens:

• Manage Simple Purchase Requisitions (PPMQREQ)

• Manage Purchase Requisitions (PPMNTRQ1)

• Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

• Apply PO Info to Purchase Requisitions (PPMNTRQ2)

• Create MO Subcontractor Requisitions (PCMSCRQ)

 

Recompute and Print Discrepancies (POPDISCR)

When you print the Discrepancies for Open Vouchers report, vouchers with PO lines marked as Payment Schedules will now display the text “Payment Schedule” below them to clearly indicate and identify discrepancies arising from payments schedules.

 

Create PO Vouchers from POs/Receipts (POPPOVCH)

When you create vouchers from POs or receipts, Costpoint excludes Payment Schedule purchase orders to ensure that vouchers are generated only for standard POs and prevent potential issues related to payment schedules.

 

Import Purchase Order Vouchers (AOPPOVCH)

When you import a file that contains lines with Payment Schedule purchase orders, Costpoint excludes those lines from processing. Instead, they will be listed on the Import PO Vouchers Error Report with the message "Purchase Order Lines with Payment Schedules are not allowed."

 

Manage Purchase Order Vouchers (POMPOVCH)

Multiple UI changes have been applied to the screen.

The following new fields have been added to the PO Line Details tab of the table window:

Field	Description
Payment Schedule	This checkbox indicates that a PO line is assigned a payment schedule, meaning payments will be distributed over a specified period.
Payment Schedule Code	This field displays the code for the line charge type designated as a payment schedule.

The values of these fields default from Manage Purchase Orders and are not editable. When you enter a voucher line against a PO line that is assigned a payment schedule, the Invoice Qty and Invoice Unit Cost fields are disabled, and you can enter only an Invoice Ext Amt for the voucher line.

In addition, the new Payment Schedule subtask is also now available on this screen. Use this subtask to view the payment schedule setup for the purchase order lines. It has the following fields:

• Schedule Line

• Description

• Schedule Date

• Schedule Percent

• Schedule Amount

• Voucher Amount

• Total Vouchered Amount

 

Post Vouchers (AOPPPOSTV)

The Post Vouchers screen now inserts payment schedule information to the VCHR_LN_PO_PYMT_SCH_HS database table when you post vouchers that are created against payment schedule POs.

 

Reverse Posted Vouchers (APPREVVR)

When you reverse posted vouchers that are created against payment schedule POs, Costpoint inserts the inverse values of the schedule amounts on the previously posted vouchers to the VCHR_LN_PO_PYMT_SCH table. The negative amounts will then display on the Payment Schedule subtask of affected screens after the reversal.

 

Approve PO Invoices (POMAINVC)

Multiple UI changes have been applied to the Approve PO Invoices screen.

The following new fields have been added to the PO Line Details tab of the table window:

Field	Description
Payment Schedule	This checkbox indicates that a PO line is assigned a payment schedule, meaning payments will be distributed over a specified period.
Payment Schedule Code	This field displays the code for the line charge type designated as a payment schedule.

The values of these fields default from Manage Subcontractor Invoices and are not editable. 

In addition, the new Payment Schedule subtask is also now available on this screen. Use this subtask to view the payment schedule setup for the purchase order lines. It has the following fields:

• Schedule Line

• Description

• Schedule Amount

• Schedule Date

• Vouchered Amount

• Schedule Percent

 

Subcontractor Invoices

The Approve Subcontractor Invoices (SMMAINVC) and Manage Subcontractor Invoices (SMMMINVC) screens now include a Payment Schedule subtask. Use this subtask to view the payment schedule setup for the purchase order lines. It has the following fields:

• Schedule Line

• Description

• Schedule Amount

• Schedule Date

• Vouchered Amount

• Schedule Percent

In addition, new fields have been added to the PO Line Details tab of these two screens:

Field	Description
Payment Schedule	This checkbox indicates that a PO line is assigned a payment schedule, meaning payments will be distributed over a specified period.
Payment Schedule Code	This field displays the code for the line charge type designated as a payment schedule.

 

Manage Work Assignments (SMMWRK)

When you query or manually enter the Payment Schedule Code or the Payment Schedule Description of the PO line on the Code and Description fields of the Work Assignment PO Line Charges subtask of the Manage Work Assignments screen, you will now encounter an error message.

You can now implement an automatic Supplier Portal user onboarding process for new vendor contacts added in Prospective Vendors or Manage Vendors. This feature allows you to either automatically create Supplier Users or send a request to your system administrator to add the users for specific contacts. 

This is related to the Expand Prospective Vendor Functions feature.

 

Manage Vendors (APMVEND)

The Manage Vendors screen now gives you the option to automatically create a user account for a vendor contact or submit a request to a system administrator to create one.

A new Supplier Portal User Account group box has been added to the Contacts subtask of the Addresses subtask. This group box is visible and enabled only if the following conditions are met:

• You are licensed for Supplier Portal.

• The Supplier User Login Creation option on the Configure System Settings screen is set to Auto-create or Sys Ad creates Supplier Portal Login.

• The Supplier Portal Enabled checkbox on the Defaults tab of the Vendor section is selected for the vendor.

The Supplier Portal User Account group box includes the following fields.

Field	Description
Create User Login Requested by Supplier	If a supplier selected the Submit Request to Create User Login checkbox on the Manage Vendors (SPMVEND) screen in Supplier Portal, this checkbox will be selected and disabled.
User ID Exist	If a user exists for the vendor contact on the Manage Users screen, this read-only checkbox is visible and selected.
Create User Login ID	Select this checkbox to create a user login ID for the vendor contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Auto-create and a user ID does not yet exist for the vendor contact.
User ID	Enter the ID to be used in the automatic creation of the Costpoint user record for this vendor contact. You can use this field if the following conditions are met:  The Supplier User Login Creation option in Configure System Settings is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users. If you are entering a new employee record, this field will automatically default to the Employee ID. When you enter a value in the Vendor Contact E-Mail Address field on the Address/Contact tab, the application will ask whether you want to update the user ID based on the entered value (for example, if the value in the Vendor Contact E-Mail Address field is janemariesmith@company.com, the User ID can be set to 'JANEMARIESMITH'). The user ID cannot exceed 20 characters, so if the Vendor Contact E-mail Address value is abcdefghijklmnopqrstuvwxyz@company.com, the application will ask if you want to set the user ID to ABCDEFGHIJKLMNOPQRST. If the employee is not yet linked to a Costpoint user on the Manage Users screen, you may edit the value before saving. Once the vendor contact is linked to at least one user ID in the Manage Users table, this field will no longer be available. Note: The field is only used to generate a new Costpoint user record.
Login ID	This field automatically defaults to the user ID, but you can change it if the login ID differs from the user ID. This value will be used to populate the Active Directory or Certificate ID field on the Manage Users screen. You can use the Login ID field only if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users. This field is required if the Authentication Method is one of the following on the Configure System Settings screen:  Single Sign-on  Active Directory  Single Sign-on or Active Directory  Single Sign-on or Database  Windows Domain and Active Directory  Certificate SSO  This field is not required for Database or Windows Domain and Database authentication methods.
Submit Request to Create User Login	Select this checkbox to submit a request to your system administrator to create a user login ID for the vendor contact.  This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Sys Ad creates Supplier Portal Login and a user ID does not yet exist for the vendor contact.

 

Manage Prospective Vendors (APMPRVEND)

This new screen, which mirrors the functionality of the Manage Contract Management Vendor Info screen in Capture and Contracts, allows you to choose between automatically creating a user account for a vendor contact or submitting a request to create one once the prospective vendor has been approved.

Note: For more information on the new Manage Prospective Vendors screen, see the Expand Prospective Vendor Functionality section of these release notes.

The new Supplier Portal User Account group box has been added on the Contracts subtask of the Address/Contact Info subtask. This group box is visible and enabled on the subtask only if the following conditions are met:

• You are licensed for Supplier Portal.

• The Supplier User Login Creation option on the Configure System Settings screen is set to Auto-create or Sys Ad creates Supplier Portal Login.

• The Supplier Portal Enabled checkbox on the General tab of Manage Prospective Vendors is selected for the prospective vendor.

The Supplier Portal User Account group box includes the following fields. 

Field	Description
User ID Exist	If a user exists for the vendor contact on the Manage Users screen, this read-only checkbox is visible and selected.
Create User Login ID	Select this checkbox to create a user login ID for the vendor contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Auto-create and a user ID does not yet exist for the vendor contact.
User ID	Enter the ID to be used in the automatic creation of the Costpoint user record for this vendor contact. You can use this field if the following conditions are met:  The Supplier User Login Creation option in Configure System Settings is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users.
Login ID	This field automatically defaults to the user ID, but you can change it if the login ID differs from the user ID. This value will be used to populate the Active Directory or Certificate ID field on the Manage Users screen. You can use the Login ID field only if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users.
Submit Request to Create User Login	Select this checkbox to submit a request to your system administrator to create a user login ID for the vendor contact.  This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Sys Ad creates Supplier Portal Login and a user ID does not yet exist for the vendor contact.

 

Approve Prospective Vendors (APMPRVENDA)

This new screen, which mirrors the functionality of the Approve Prospective Vendors screen in Capture and Contracts, has multiple subtasks that support the Supplier Portal Automatic User Onboarding feature.

• Address/Contact Info: This subtask displays addresses associated with the prospective vendor. All fields default from the Address/Contact Info subtask of Manage Prospective Vendors and cannot be edited.

• Contacts: Located under the Address/Contact Info subtask, the Contacts subtask displays values that default from the Contacts subtask of Manage Prospective Vendors. These values can be modified, and new contacts can be added for the prospective vendor.

The Supplier Portal User Account group box is also available on the Contacts subtask. Once the prospective vendor is approved, the settings specified here will be used to automatically create a user/login ID or to send a request to create a user/login ID for the contact associated with the prospective vendor.

Note: For more information on the new Approve Prospective Vendors (APMPRVENDA) screen, see the Expand Prospective Vendor Function section of these release notes.

 

Manage Contract Management Vendor Info (CTMVEND)

This application now allows you to choose between automatically creating a user account for the vendor contact or submitting a request to create one once the prospective vendor has been approved.

The Supplier Portal User Account group box has been added on the Contacts subtask of the Address/Contact Info subtask. This group box is visible and enabled on the subtask only if the following conditions are met:

• You are licensed for Supplier Portal.

• The Supplier User Login Creation option on the Configure System Settings screen is set to Auto-create or Sys Ad creates Supplier Portal Login.

• The Supplier Portal Enabled checkbox on the General tab of Manage Contract Management Vendor Info is selected for the prospective vendor.

The Supplier Portal User Account group box includes the following fields.

Field	Description
User ID Exist	If a user exists for the vendor contact on the Manage Users screen, this checkbox is visible and selected.
Create User Login ID	Select this checkbox to create a user login ID for the vendor contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Auto-create and a user ID does not yet exist for the vendor contact.
Submit Request to Create User Login	Select this checkbox to submit a request to your system administrator for creating a user login ID for the vendor contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Sys Ad creates Supplier Portal Login and a user ID does not yet exist for the vendor contact.
User ID	Enter the ID to be used in the automatic creation of the Costpoint user record for this vendor contact. You can use this field if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users.
Login ID	This field automatically defaults to the user ID, but you can change it if the login ID differs from the user ID. This value will be used to populate the Active Directory or Certificate ID field on the Manage Users screen. You can use the Login ID field only if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create. The Create User Login ID checkbox is selected on this subtask. The vendor contact is not yet linked to a user ID in Manage Users.

 

Approve Prospective Vendors (CTMVENDA)

New subtasks have been added to the Approve Prospective Vendors process to support this enhancement:

• Address/Contact Info: This subtask displays addresses associated with the prospective vendor. All fields default from the Address/Contact Info subtask of Manage Contract Management Vendor Info and cannot be edited.

• Contacts: Located under the Address/Contact Info subtask, the Contacts subtask displays values that default from the Contacts subtask of Manage Contract Management Vendor Info. These values can be modified, and new contacts can be added for the prospective vendor.

The Supplier Portal User Account group box is also available on the Contacts subtask. Once the prospective vendor is approved, the settings specified here will be used to automatically create a user/login ID or to send a request to create a user/login ID for the contact associated with the prospective vendor.

 

Configure System Settings (SYMSETNG)

Use the new Costpoint Vendor User Accounts group box on the Configure System Settings screen to set default settings for creating Vendor User Accounts on the Approve Prospective Vendors (APMVENDA) or Manage Vendors (APMVEND) screens. You can choose to have accounts auto-created or request creation from system admins.

 

Set up Company (SYPCOMP)

The application now copies the new settings for the feature to the new company created in Set Up Company.

 

Manage Users (SYMUSR)

The application now displays a warning validation based on the following:

• When you enter an email address or username that already exists for a user ID.

• When a user changes the Supplier Portal vendor or deleted it for an existing user ID.

• When a user adds a deactivation date for the user ID.

 

Manage Vendors (SPMVEND)

The following are the changes to the application UI:

Field	Description
User ID Exist	If the vendor contact has an existing user login on the Manage Users screen, then this checkbox is selected. The application also displays the User ID and Login ID created but are read-only if a user login exists.
Submit Request to Create User Login	Use this checkbox if you want to request a user login ID to be created for this vendor contact. This field is visible if the Supplier Portal User Login Creation option is selected in Configure System Settings.  When you select this checkbox and click Save, the action triggers an email notification to the Admin Email Address on the Manage Vendors screen requesting to create a user login for the vendor contact.
User ID	This field displays the user ID for the vendor contact.
Login ID	This new field displays the login ID for the vendor contact.

Note:

• This feature is available only in Costpoint Cloud, excluding GCCM clients.

• You can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically available for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

 

Costpoint now integrates with the Plaid platform, enabling seamless linking of your company bank accounts in Costpoint to Plaid-supported bank accounts.

This new feature offers these key benefits:

• Easy Bank Account Linking: Connect your Costpoint company bank accounts to Plaid-supported banks effortlessly.

• Secure Data Transfer: Plaid ensures secure communication between your bank and Costpoint.

• Enhanced Security: Plaid Link handles credential validation, multi-factor authentication, and error handling, providing a secure and reliable connection.

This integration simplifies bank account management and enhances the security of your financial data, improving your overall experience with Costpoint.

Multiple enhancements have been applied to the Accounting domain to support this feature.

 

Manage Plaid Bank Accounts (CMMPLDBNK)

The Cash Management module now includes the Manage Plaid Bank Accounts screen, which allows you to easily set up connections between Costpoint and Plaid-supported banks, configure which account types you want to integrate with Costpoint, and link Plaid bank accounts to Costpoint company bank accounts. 

This new screen is seamlessly connected to the Plaid Link interface, the client-side component that you will interact with, which acts as an intermediary between your bank and Costpoint to facilitate communication between the two systems.

Once you have successfully added banks and accounts, you will be able to link the Plaid bank accounts to Costpoint company bank accounts, download transactions from Plaid, and import them into Costpoint.

The screen is composed of the Plaid Banks table window and the Accounts subtask.

 

Plaid Banks Table Window

This table window displays Plaid-supported banks that you have set up to be integrated with Costpoint. 

It has the Add Bank, Reconnect Bank, and Delete Bank buttons, which allow you to configure integration settings, and the Bank Name and Description fields, which display the information of the Plaid banks you have added.

 

Accounts Subtask

The Accounts subtask displays the account information you have configured for each Plaid-supported bank. 

When you select a bank in the Plaid Banks table window, this subtask displays the account names and types that are available for that bank, as well as the Costpoint company bank account that is linked to each Plaid bank account. 

It displays the following account information: Account Name, Type, Description, Available Balance, Current Balance, ISO Currency Code, Linked CP Bank Abbrv (US), and Linked CP Bank Abbrv (Non-US).

It also has the Refresh Accounts button, which you can click to update records on the subtask, and the Delete Disconnected Account button, which you can click to delete an account record that you have disconnected from the Link interface.

 

Transactions Subtask

This subtask of the Accounts subtask displays all transactions imported from a Plaid bank account. 

When you select a record on the Accounts subtask, transactions downloaded from that account display on this subtask. It displays the following transaction information: Date, Name, Currency Code, Amount, Pending, and Check Number.

 

Transfer Plaid Bank Transactions (CMPPLDDAT)

The Cash Management module now also includes the Transfer Plaid Bank Transactions screen, which provides a simplified process of importing plaid bank transactions into Costpoint. 

After you have set up the bank integration settings with Costpoint on the Manage Plaid Bank Accounts screen, use this screen to download transactions from your Plaid-supported bank accounts and import them into Costpoint. 

You have the option to run the transfer process in real time or include it in a batch process. However, you can run the transfer process only once every 24 hours.

The Transfer Plaid Bank Transactions screen has the Bank Name field, which you can use to enter the Plaid-supported bank from which transactions will be retrieved. You must enter only banks that have been added on the Manage Plaid Bank Accounts screen.

It also has the Parameter ID and Description fields, which you can use to create or retrieve previously saved parameters for running the transfer process, and the File Location field, which allows you to enter a location where you want to store the transfer process log file.

Each time you run a transfer process, you can monitor the integration information on the View Interface Execution Status History screen.

 

Plaid Integration Subtask

The Manage Company Bank Accounts (US Banks) (GLMCOBNK) and Manage Company Bank Accounts (Non-US Banks) (CMMCOBKI) screens now both include a Plaid Integration subtask. 

After you have configured the integration between a Plaid-supported bank and Costpoint company bank account on the Manage Plaid Bank Accounts screen, use this subtask to configure the Plaid-supported bank and account from which transactions will be downloaded and linked to a company bank account.

You can link only one company bank account to a single Plaid-supported bank account.

The Plaid Integration subtask has the following fields:

Field	Description
Plaid Bank	Use this field to enter or select a Plaid-supported bank.
Plaid Account	Use this field to enter or select the Plaid-supported bank account from which transactions will be downloaded.
Active for Integration	This checkbox indicates if the account has correct integration configuration and is ready for transaction download.
Last Successful Import	This field displays the latest date when transactions were downloaded successfully.

Note:

• For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

• This feature completes the functionality of the EFT International Format feature previously released in Costpoint version 8.2.5.

Costpoint now has the feature to create NACHA files for outgoing International ACH Transactions (IAT) without the need for external tools. This enables you to transmit payments bound for your vendors’ banks or financial institutions outside the United States. This enhancement is limited only to the creation of NACHA files that follow the IAT format. Other EFT files for Non-US banks must be created using third-party tools.

Multiple Accounting screens have been enhanced to support this feature.

 

Create EFT File (APPEFT)

The EFT Transfer Code drop-down list now has the new IAT option to allow you to create a NACHA file that follows the International ACH Transaction (IAT) format which you can send to your vendors’ banks or financial institutions outside the United States. This option displays only if the EFT Format Type is ACH and the Currency of the Bank Abbr you selected and your functional currency are both USD.

Note that this feature only works for vendors that are configured for international EFT payments.

The new IAT File Selections group box is also now available on this screen to enable you to configure the IAT settings. It displays only if you selected IAT as the EFT Transfer Code, and it contains the following fields:

• Pay Currency: Use this field to enter or select the code of the currency in which the pay vendor is expecting payment.

• Destination Country: Use this field to enter or select the two-character country code of the payment destination.

• Exchange Indicator: This field displays the exchange rate type for the payment transaction.

If the Pay Currency is USD, this field displays Fixed to Fixed (FF). Otherwise, it displays Fixed to Variable (FV).

 

Print EFT Pre-Transfer Edit Report (APREFTPR)

The 2nd Sort drop-down list now includes a new option: Pay Currency/Destination. When you select this new option, a 3rd Sort drop-down list displays, offering the previous Pay Vendor and Pay Vendor Name options for additional sorting, and the items in the report will be sorted by Bank Abbrev, Pay Currency/Destination, and the third sorting option you selected.

The Print EFT Pre-Transfer Edit report has also been upgraded with a new layout. It now displays the following information:

• Voucher

• Invoice / Invc. Date

• Disc Rate / Disc Date

• Invoice Amount / Due Date

• Amount Remaining

• Disc to Take

• Exchange Rate

• Functional Amount to Pay

• Amount To Pay

If you select the Pay Currency/Destination sorting option, the Pay Currency/Destination Code for each Pay Vendor also displays on the report.

If you entered or selected a Bank Abbrev for a US bank account and you select the Include vouchers with Non-US payment banks checkbox, the pay vendors and vouchers with Non-US payment banks will now display on the EFT Pre-Transfer Edit report instead of the EFT Pre-Transfer Exception report. Even if the Pay Currency is not equal to the Bank Abbrev, the vouchers will still display on the printed report.

Pay vendors with non-US banks are marked with a single asterisk (*) to indicate that they are configured for non-US EFT payment. 

To guide you on the new feature for non-US EFT, the following message has been added to the notes section of the EFT Pre-Transfer Edit report: “* indicates vendor with Non-US EFT Bank Setup. IAT File must be used on the Create EFT File screen to pay the vendor using the EFT process.”

If you entered or selected a Bank Abbrev for a non-US bank, information for that Bank Abbreviation still prints on the EFT Pre-Transfer Exception report.

 

Print EFT Edit Report (APREFTED)

The EFT Edit Report now also provides a new layout when you generate a report for an international ACH file.

If you enter or select an international ACH file in the Select File Name field, the report displays the new IAT file type and the following information: 

• Header: 

• Pay Currency

• Exchange Indicator

• Destination Country

• Exchange Rate

• Details:

• Pay Vendor Name

• Transaction Type Code

• Bank ID

• Bank Account

• Bank Name

• TR CD

• Debit Amount

• Paid Amount

 

Print/Void Checks (APRCK)

The Print/Void Checks screen has been enhanced to include the applied exchange rate and exchange rate date when you send EFT email advices for IAT files.

This functionality is executed when you select the Print/Email EFT Advices option on the Print/Void drop-down list and the Pay Currency Code is different from the currency of the Bank Abbreviation you selected. 

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now provides an enhanced solution for managing your revaluation process with the new Settlement Reversal feature. This addition to the Revaluation Settlement screen, first introduced in Costpoint 8.2.12, allows you to reverse specific records in a previously posted Settlement Journal or reverse an entire journal.

Through this feature, you can reverse only a group of offsetting records or entire journals as needed and make precise modifications to existing Settlement Journals, ensuring accurate revaluation transactions and enhancing the management of multicurrency transactions with greater control and accuracy.

This feature ensures your revaluation processes are more accurate and adaptable, improving overall financial management.

Multiple changes have been applied to the Accounting domain to support this enhancement.

 

Revaluation Settlement (GLPBSSTL)

The Revaluation Settlement screen now has the Reversal group box, which contains the following fields: 

• Reverse: Select this checkbox to indicate that the transaction is a settlement reversal. When you select this checkbox, fields in the Filtering Criteria section are disabled.

• Settlement Number to Reverse: Use this field to enter or select the settlement number of a posted Settlement Journal for which you want to make a reversal. 

This field is enabled only if you select the Reverse checkbox.

The Lookup displays records only if you have entered a Fiscal Year and Period and displays only numbers of Settlement Journals that have not yet been fully reversed.

To reverse a settlement:

1. Select the Reverse checkbox and enter or select a Settlement Number to Reverse.

2. Click Execute.

The Available Transactions table window displays offsetting transactions under that settlement number. 

3. Highlight the offsetting transactions that want to reverse and click Select. 

You must select only offsetting transactions with the same currency, and their net balance must be equal to zero. 

To reverse the entire journal, you must add all the offsetting records under the original settlement number but in separate groups of similar currency at a time. 

The amounts will be displayed as reversed values (positive amounts to negative amounts, and vice versa) in the Settled Transactions table window.

4. In the Settled Transactions table window, review the records and click Add to Settlement.

You can add to the Settlement Journal only offsetting transactions with the same currency, and their net balance must be equal to zero.

The offsetting records with reversed amounts are added to the reversing Settlement Journal, and the reversing gain/loss record will have a BSR journal code and Settlement Reversal description.

5. Click the drop-down list of the Default Action button and select Print and Post Settlement Journal.

After you post a reversing Settlement Journal, the reversed offsetting transactions will be made available for future settlement transactions, but the original settlement number can no longer be used.

 

Create Revaluation Entry (GLPBSREV)

With the addition of the Revaluation Settlement screen, the Create Revaluation Entry screen now has more optimized functionalities to provide you a streamlined solution for handling your revaluation process.

Costpoint now includes the revaluation currency in BSR journal entries when you perform a revaluation process. When you view unposted BSR entries on the Manage Journal Entries screen, Costpoint displays the revaluation currency in the BSR Tran Currency field of the JE Details table window.

With the inclusion of the revaluation currency, BSR journal entries are now grouped by account/organization/currency combinations so you can view, analyze, and manage your revaluation entries more easily. Through this update, you can identify your gains/losses amounts for each account/organization/currency combination.

Furthermore, to successfully post revaluation entries, you must ensure that there are no unposted settlement entries for the fiscal year/period combination you are trying to revalue. This is reciprocated on the Revaluation Settlement screen as you would be unable to post settlement entries if there are unposted revaluation entries.

Foreign currency transactions that have been offset and assigned a Settlement Number on the Revaluation Settlement screen will no longer be included in the revaluation process.

The Import Purchase Order Vouchers screen now has an added validation process to check if the Effective Bill Date of a vendor labor line falls within the specified start and end dates of a workforce or project labor category (PLC). 

If an Effective Bill Date is not within a workforce or PLC date range, the line will not be imported and an error will display on the Import PO Vouchers Error Report.

Costpoint has added a new feature that allows you to set up default field options within contract records. This enhancement helps speed up the creation of new contract records by letting you pre-fill key fields with default values, such as contract status, contract classification, and other general contract information. You or your contract administrator will be able to:

• Standardize default values to maintain uniformity across contract records.

• Save time and reduce manual data entry.

• Simplify the contract creation process, making it quicker and more efficient. 

The new Manage Contract Defaults screen has been created and two other applications have been updated for this enhancement. 

To set up contract defaults, follow this general procedure: 

1. On the Configure Contract Management Settings screen, set the Default Type. The initial value is Company Default, but you can change it to Contract Type or Project Type. Each time you change the Default Type setting, make sure to run Rebuild Global Settings before entering data in Manage Contract Defaults.

2. Go to the Manage Contract Defaults screen and set up the defaults for the available contract fields. 

3. Go to the Manage Contracts screen and create a new record. Depending on the default type selected in Configure Contract Management Settings, Costpoint automatically populates the default fields in Manage Contracts once you enter data in one of the trigger fields. Note, however, that opportunity defaults still take precedence over default values entered in Manage Contract Defaults.

 

Configure Contract Management Settings (CTMSETNG)

A new Default Type field has been added to this screen. Valid options are:

• None: If you select this option, you will not be able to enter and view contract default records on the Manage Contract Defaults screen.

• Company Default: This is selected by default, but you can modify it. Keep it selected to create contract defaults that are not tied to a specific contract or project type.

• Contract Type: Select this option to create contract defaults for a specific contract type.

• Project Type: Select this option to create contract defaults for a specific project type.

If you change the Default Type value, run Rebuild Global Settings before entering data in Manage Contract Defaults.

 

Manage Contract Defaults (CTMCNTRDFLT)

Use this new screen to specify default values for new contract records.

 

Accessing the New Screen

Enter the application name or ID in Costpoint’s search bar. Alternatively, you can navigate to Capture & Contracts » Contract Management Controls » Contract Management Controls » Manage Contract Defaults.

 

Default Type Configuration

What you can create or view on this screen depends on the Default Type setting in Configure Contract Management Settings:

• If Default Type is None, you will not be able to create new records and edit or view existing ones. Manage Contract Defaults displays the following message instead: "The Default Type is currently disabled and will need to be enabled in Configure Contract Management Settings before records can be added."

• If Default Type is Company Default, Contract Type, or Project Type, you will be able to create, edit, delete, or view records in Manage Default Contracts based on the selected default type in Configure Contract Management Settings. For existing records, only those records that match the default type in Configure Contract Management Settings will display in Manage Contract Defaults. Other existing records remain hidden but are not deleted.

 

Multiple Default Records

You can create multiple contract default records for the Contract Type and Project Type options. However, multiple records with the same contract or project type are not allowed.

For Company Default, only one contract default record is allowed.

 

Setting Contract Defaults

You must save the new record before you can populate the Manage Contract Defaults Details subtask. Here, you can specify contract defaults for relevant fields. None of the fields are mandatory. You can set defaults for one, two, or even up to 70 fields, depending on your company’s needs.

In addition to the Contract Record Field and Contract Default columns, this subtask provides an extra Contract Record Tab column so you can easily locate a specific field across the various tabs available on the Manage Contracts screen.

 

Activation and Deactivation

You have the option to activate and deactivate contract defaults. Active defaults apply only to new records in Manage Contracts, leaving existing records unaffected. When you deactivate contract defaults, default values will not be used in new contract records and will also not affect existing records where those defaults have been applied. 

 

Manage Contracts (CTMCNTR)

You can now load contract defaults when creating new records in this application. If you have active defaults, Costpoint will populate the fields in Manage Contracts using contract values specified on the Manage Contract Defaults screen. 

The application uses triggers in existing fields when loading contract defaults. Note, however, that defaults from the main opportunity linked to the contract still take precedence over defaults indicated in Manage Contract Defaults.

Default Option	Trigger Field in Manage Contracts	Default Logic
Company Default	Contract Name	When you enter the Contract Name and move out of the field, Costpoint checks if the default option in Configure Contract Management Settings is set to Company Default. If so, the defaults will populate from Manage Contract Defaults. If you later enter a Costpoint opportunity ID after entering the Contract Name, the opportunity record’s default values will override those from Manage Contract Defaults (unless the opportunity ID defaults are null). Otherwise, Company Default values will be used. If you enter a Costpoint opportunity ID before the Contract Name, the opportunity defaults will populate the record. After you enter the Contract Name, only blank fields will be populated based on the defaults set up in Manage Contract Defaults, without overwriting the opportunity defaults.
Contract Type	Contract Type	When you select the Contract Type and move out of the field, Costpoint checks if the default option in Configure Contract Management Settings is set to Contract Type. If so, the defaults will populate from Manage Contract Defaults along with the matching contract type, provided that the contract type default record is active. If that contract type default record is not active, no defaults will populate the contract record. If you later enter a Costpoint opportunity ID after entering the Contract Type, the opportunity record’s default values will override those from Manage Contract Defaults (unless the opportunity ID defaults are null). Otherwise, Contract Type default values will be used. If you enter a Costpoint opportunity ID before the Contract Type, the opportunity defaults will populate the record. After you enter the Contract Type, only blank fields will be populated based on the defaults set up in Manage Contract Defaults, without overwriting the opportunity defaults.
Project Type	Project Type	When you select the Project Type and move out of the field, Costpoint checks if the default option in Configure Contract Management Settings is set to Project Type. If so, the defaults will populate from Manage Contract Defaults along with the matching project type, provided that the project type default record is active. If that project type default record is not active, no defaults will populate the contract record. If you later enter a Costpoint opportunity ID after entering the Project Type, the opportunity record’s default values will override those from Manage Contract Defaults (unless the opportunity ID defaults are null). Otherwise, Project Type default values will be used. If you enter a Costpoint opportunity ID before the Project Type, the opportunity defaults will populate the record. After you enter the Project Type, only blank fields will be populated based on the defaults set up in Manage Contract Defaults, without overwriting the opportunity defaults.

 

For additional information on how the Manage Contracts fields are populated with defaults, see the following Online Help topic: Contract Default Triggers and Process Flow.

 

New Fields in Key Contract Dates

These fields have been added to the Key Contract Dates subtask on the Dates tab so you can specify more details about the key dates associated with the contract:

• CLIN: Enter the Contract Line Item Number (CLIN) associated with the key contract date. This new field allows you to track and query contract values by CLIN. 

• Exercised: Select this checkbox if the key contract date has been exercised. This marks that the key contract date is currently in effect and lets you move forward with the contract work.

• Total: This field displays the total Amount associated with all the key dates linked to the contract. 

The CRM & Contracts domain has been renamed to Capture & Contracts to better reflect the domain’s focus and functionality. The term “Capture” more accurately represents the bridge that Costpoint provides between customer relationship management (CRM) and contract management solutions, allowing you to not only manage but also capture the different aspects of customer interactions and agreements. 

This change is automatically applied when you install or upgrade to Costpoint 8.2.15. The update will be visible across the platform, including the navigation menu, navigation toolbar (breadcrumbs), system messages, alerts, and notifications. No action is required on your part, but you may contact Deltek Support Center for any questions you may have. 

In the Capture & Contracts domain, the term Furnished Material (FM) replaces Government Furnished Equipment (GFE). This change aligns with the Materials enhancement in Costpoint 8.2.12, where Government Furnished Material (GFM) was also renamed to FM. The Materials feature also added two furnished material types: Customer and Government. For more details, refer to the “Change Government Furnished Material (GFM) to Furnished Material (FM)” section in the Deltek Costpoint 8.2.12 Release Notes.

In Costpoint 8.2.15, the following Capture & Contracts screens have been updated:

• Manage Contracts: On the Contract Info tab, the following field names were changed:

• From Any Government Furnished Equipment (GFE)? to Any Furnished Material (FM)?

• From If yes, provide information on Government Furnished Equipment to If yes, provide information on Furnished Material

These updates also apply to the field names under Query Condition in the Query window.

• Manage Subcontracts: On the Purchase Orders tab, the PO type GFM/GFE Order now displays as Furnished Materials Order. The updated name is also reflected in the Query window as one of the options when you select PO Type (Purchase Orders Linked) under Query Condition.

Chat history can be stored for 90 days from the last activity, providing a comprehensive record of your interactions. You can now search for specific questions or responses within your conversation history, with search results previewed in a highlighted format for easy reference. Even with these enhancements, you retain the ability to clear your chat history at any time.

Personalize and format your organization's outgoing emails, such as notifications and reminders, by adding headers and footers in HTML format. This feature allows you to specify background colors, select images, and add text to align your emails with your organization's branding and communication style. The email message will include both HTML and plain text content, ensuring accessibility and readability on all types of email clients.

Access this feature on the new Email Styling tab in the Configure System Settings application.

As a Costpoint Procurement admin, control whether certain users can override the UI Profile My Menu by adding their own My Menu. The new Allow UI Profile My Menu Override checkbox, found on the User Interface tab of the Manage Users screen, is selected (enabled) by default to maintain current behavior. However, when the checkbox is cleared (disabled), this setting restricts users from adding applications to the User My Menu, giving admins more control over the user interface.

When this setting is disabled, the Manage My Menu in the left Navigation menu and the My Menu gear icon on the Welcome screen are no longer available to the user. Also, the user cannot add an application as a favorite from the Navigation menu; the star icon (Add application to My Menu) beside the application name will not be available.

If users have customized their My Menu and the setting is later disabled, My Menu will revert to the configuration setup in the user profile.

Costpoint now includes a text view popup feature for multiline fields, allowing you to view the entire content at once rather than scrolling line by line through large amounts of text. To view the popup, hover the cursor over the text field and then click .

The Manage Opt-In Features application has the following updates:

• When you launch the application, the default sorting order is set to Available On, with the most recent dates displaying first.

• The Title and Description fields include text pop-ups, making the entire title and description viewable without scrolling.

• The Applications subtask includes a new Application Name column that lists the application name for the related application ID.

The Veryfi API that supports Costpoint’s Intelligent Character Recognition (ICR) processing capability, such as for AP vouchers, has been updated to version 8 for its improved security features and performance enhancements.

This feature allows you to configure the FAR Clause verbiage that prints on the purchase order (PO), purchase requisition (PR), and request for quote (RFQ).

The new custom FAR Clause verbiage has also been implemented on any Manage screens where the purchase requisition or purchase order can be printed.

 

Set Up Company (SYPCOMP)

The application now copies the new settings for this feature to the company created in the application.

 

Configure Purchase Order Print Options (POMPOPTS)

You can now print Custom DPAS Rating FAR Clause verbiage on the purchase order, requisition, and RFQ via the Print Custom FAR Clause checkbox and by entering custom FAR clause text on the new Custom FAR Clause subtask. The subtask is enabled when the Print Custom FAR Clause checkbox is selected.

 

Print Purchase Orders (PORPPO)

The functionality of the application has been updated to allow you to use PO print options and enter Custom DPAS Rating FAR text rather than the Standard DPAS Rating FAR Clause Text.

The same change applies to the following screens:

• Print Purchase Order Change Orders (PORPCO)

• Print Purchase Requisitions (PPRPRRQ)

• Print Request for Quotes (PPRPRRFQ)

The processing applications in Costpoint People will now consistently update all fields in the audit tables. This enhancement ensures comprehensive and accurate data tracking during each process run.

This feature updates the following applications:

• Activate Pending Change Requests (HTPCHANGES)

• Activate Pending Employee Bank Information (PRPSPRE)

• Activate Retirement Changes (AOPESSUD)

• Change Employee Address Line Order (LDPTOOL3)

• Compute Payroll (PRPCPR)

• Convert Race/Ethnicity Codes to New Race Codes (LDPRACE)

• Delete Paychecks from Payroll Edit (PRPVCHK)

• Delete Payment Advices from Payroll Edit Table (PRPVPAF)

• Import Employee Leave and Deductions (AOPUTLDL)

• Link Talent Management User ID’s to Existing Employees (EMPTMUI)

• Post Payroll Journal (PRPPPCLS)

• Print Paychecks (PRPPCHK)

• Print Payment Advices (PRPPPAF)

• Recompute Taxable Wages (PRPRCOMP)

• Transfer Talent Management Data (EMPHRSDAT)

• Update Employee Deductions/Contributions (PRPSDED)

• Update Employee Package Deductions (HBPAPDED)

• Update Employee Telephone Types (LDPTOOL4)

• Update Salaries for Compensation Plan Changes (HSPCOMP)

• Void/Replace Posted Paychecks (PRPAVCK)

Costpoint improves the audit tracking capabilities in multiple maintenance applications in Costpoint People that update employee tables. The following are the key changes that will be applied:

• Maintenance applications will now insert all information to audit database tables, not just changed data.

• A new Transaction Source column was added to all audit tables to track where updates have been made. Maintenance applications will update the transaction source in applicable audit tables.

• Audit applications will now have the following fields on each record:

• Transaction Type

• Transaction Source

• Modified By

• Date Modified

• The Employee Reports/Inquiries menu (People » Employee » Employee Reports/Inquiries) was renamed to “Employee Reports.” All employee audit applications are now consolidated under a new Employee Inquiries menu (People » Employee » Employee Inquiries), where you can access the following screens:

• View Bank Information (PRQEBT)

• View Employee Information (PRQEINFO)

• View Salary Information (PRQEHIS)

• View Taxes (PRQETAX)

• View Deductions (PRQEDED)

• View Contributions (PRQECNT)

• View Bank Information (PRQEBT)

• View Savings Bonds (PRQBADT)

• View Additional Addresses (EMQESUPADR)

• View Citizenship (EMQECOUNTRY)

• View Phone Numbers (EMQEPHONE)

• View Garnishments (PRQEGARN)

• Existing subtasks on the View Employee Information screen are now available as stand-alone applications. This includes the following:

• View Additional Addresses (EMQESUPADR)

• View Citizenship (EMQECOUNTRY)

• View Phone Numbers (EMQEPHONE)

• New database tables and columns were created to support this new functionality.

To support this new feature, the following applications were updated:

• Address (HTMADDRESS)

• Address Phone (ESMADDRESSPHONE)

• Direct Deposit (ESMDIRDEP)

• Emergency Contacts (ESMEMERCON)

• Emergency Contacts (HTMERGENCYCONTACT)

• Federal W-4 (ESMFEDWH)

• Manage Employee Bank Information (PRMEBT)

• Manage Employee Deductions (PRMEDED)

• Manage Employee Dependent Care FSA Elections (HBMEFSA)

• Manage Employee Garnishments (PRMEGARN)

• Manage Employee HSA Deductions (EMMEHSA)

• Manage Employee Information (LDMEINFO)

• Manage Employee Medical Care FSA Elections (HBMMFSA)

• Manage Employee Salary Information (LDMEHIS)

• Manage Employee Savings Bonds (PRMEBOND)

• Manage Employee Taxes (PREMTAX)

• Manage Employer Contributions (PRMECNT)

• Phone/Email (HTMPHONE)

• Print Data Dictionary Report (SYRDD)

• Team Details (HTMDETAIL)

• View Additional Addresses (EMQESUPADR)

• View Bank Information (PRQREBT)

• View Citizenship (EMQECOUNTRY)

• View Contributions (PRQECNT)

• View Deductions (PRQEDED)

• View Employee Information (PRQEINFO)

• View Taxes (PRQETAX)

• View Garnishments (PRQEGARN)

• View Phone Numbers (EMQEPHONE)

• View Salary Information (PRQEHIS)

• View Savings Bonds (PRQBADT)

The Team Details screen now allows managers to enter estimated number of work hours in the year for the employees. In addition, a new Work Hours in Year field was added to the Current Salary Information tab and the Salary History subtask.

 

Team Details (HTMDETAIL)

The following new field has been added to the Current Salary Information tab and Salary History subtask:

Field	Description
Work Hours in Year	This field displays the total number of hours that the employee is expected to work over the course of a year.

The Yearly Hours field was renamed to “Estimated Annual Hours.” This field is now enabled to allow managers to update the estimated annual hours of their direct/indirect reports.

The application will recalculate the Annual Salary and Salary Amount fields when managers update the value in the Work Hours in Year field.

 

Manage Change Requests (HTMCHANGES)

The following fields were added to the HT_CHANGE_REQUESTS table:

• FIELD_31_NEW

• FIELD_31_ORIG

• FIELD_31_NAME

The new fields will be populated with the value from the Work Hours in Year field on the Team Details screen.

The application can now display the new field 31 fields on the screen.

 

Activate Pending Change Requests (HTPCHANGES)

The application now populates the Work Hours in Year column in EMPL_LAB_INFO and EMPL_LAB_INFO_ADT tables with the value from the new FIELD_31_NEW column on the HT_CHANGE_REQUESTS table.

The Post Payroll process now provides more detailed and specific error messages. This update includes a new detailed error report, which makes it easier for you to identify and resolve any issues with employee earnings records. With this improvement, you can easily pinpoint unbalanced records and ensure an accurate payroll posting process.

Prior to this release, Team Management saved the current employee salary record only when a record was changed. Previous salary records were not saved when you added a new salary record. This limited comparison capabilities to changed data only. With this update, Costpoint now saves the previous salary record even when a new record is added. This allows managers to compare both changed and new salary records during the review and approval process.

 

Team Details (HTMDETAIL)

When you add a new salary record, the application now saves the previous salary record.

 

Manage Change Requests (HTMCHANGES)

The Manage Change Requests screen properly displays the original value for any added salary records.

 

Activate Pending Change Requests (HTPCHANGES)

The Activate Pending Change Requests screen properly displays the original value for any added salary records.

You now have the option to include contribution information in the pay stub details on the Payroll Checks screen in Employee Self Service (ESS) and on printed paystubs. This improvement ensures that employees have comprehensive access to their contribution details in Costpoint and in print.

New options have been added to the Configure Paycheck Settings and Configure Direct Deposit Settings screens to allow you to choose whether to display contribution information on paystubs and payment advices. You also have the option to specify which contributions to print on paystubs on the Manage Deductions screen.

Note: Currently, non-cash and stamp fringes are not supported in this enhancement and will not be included in the contributions section of paystubs. Support for non-cash and stamp fringes will be added in a future release.

 

Manage Deductions (PRMDED)

The screen provides the following new checkbox:

Field	Description
Include on Employee Paystub	Select this checkbox to include this contribution on the printed employee paystubs and payment advices. To use this feature, you must do the following: Select the Print Contributions on Check Stub checkbox on the Configure Paycheck Settings screen for paychecks. Select the Print Contributions on Advices checkbox on the Configure Direct Deposit Settings screen for payment advices.

 

Configure Paycheck Settings (PRMCKSET)

The screen provides the following new checkbox:

Field	Description
Print Contributions on Check Stub	Select this checkbox to print employer contributions on pay stubs. If you select this checkbox, only contributions that are marked as Include on Employee Paystubs on the Manage Deductions screen will be printed on pay stubs. If you do not select this checkbox, no contributions will be printed on pay stubs.

 

Configure Direct Deposit Settings (PRMDDC)

The screen provides the following new checkbox:

Field	Description
Print Contributions on Advices	Select this checkbox to print employer contributions on payment advices. If you select this checkbox, only contributions that are marked as Include on Employee Paystubs on the Manage Deductions screen will be printed on payment advices. If you do not select this checkbox, no contributions will be printed on payment advices.

 

Payroll Checks (ESMPAYCHECKS)

A new Contributions subtask allows you to view the breakdown of employer contribution amounts for the current and year-to-date periods.

 

Print Paychecks (PRPPCHK)

The check layouts now include contributions, if applicable.

Note: Pre-printed checks are not supported in this new functionality.

 

Print Payment Advices (PRPPPAF)

The check layouts now include contributions, if applicable.

Note: Pre-printed advices are not supported in this new functionality.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the columns that were added to support this functionality.

The Expense Checks screen in Employee Self Service (ESS) was updated to improve its usability. It is now consistent with the existing design of the Payroll Checks screen. The changes are:

• The header now displays the following fields that were previously on the screen’s subtask:

• Employee

• Payment Address

• Check Date

• Check Number

• Total Paid

• The subtask has been renamed to “Expense Check Detail.”

• The existing Check/Advice Number field was renamed to Check Number.

Project Budgets/EACs now enables you to enter a total number of hours or an amount and then distribute it across all periods in a single step on Working status budgets or EACs.

To support this update, the Total column on the Hours subtask and the Amounts subtask is now editable, so you can enter hours or amounts directly within the field. After you tab out of the field, a new Distribute dialog box automatically displays.

The Distribute dialog box includes a Distribution Method drop-down list. After you select an option and click Distribute, the value that was entered in the Total column of the subtask is instantly distributed across all the available periods according to the selected method.

For this current release, two distribution methods are available:

• Evenly (linear)

• Percent of Available Hours

Note: See sections below for descriptions of each method.

When the Distribute dialog box opens from an EAC, both methods above account for actuals before distribution occurs. To reflect this, the dialog box includes additional fields that display the actuals as well as the adjusted total.

Note: The Distribution dialog box also includes a Spread Points section, where the fields are display-only. The values in these fields populate from the new Manage Distribution Spread Methods application.

 

Evenly (Linear) Spread Method

The Evenly (linear) option is available when you are distributing hours or amounts. This method divides the value that you enter in Total by the total number of periods and then distributes the result equally across them.

For example, if the total is 1,000 and there are 12 periods, 83.33 is applied to each period.

Note: For EACs, the distributed value is automatically adjusted to reflect actuals.

 

Percent of Available Hours Spread Method

The Percent of Available Hours option is available only when you distribute hours.

With this method, the calculation per period is based on a percentage of the total number of working hours that are available for the entire period of performance (PoP).

For example, if the total number of working hours available in a 12-month POP is 2,072, and 176 of those are available in the first period, the percentage (176/2,072) for that period will be 8.4942.

If you distribute 1,000 hours, the first period will receive 84.942 hours after you click Distribute in the Distribute dialog box. For example:

 

Note: For EACs, the distributed value is automatically adjusted to reflect actuals.

The Fill functionality in Project Budget/EACs was enhanced to improve its overall usability and to provide additional options for quickly updating selected records with data from other sources.

Note: The same functionality was also updated in New Business Budgets.

This functionality is available only for Working status budgets or EACs. The Fill Values link is located on the following subtasks:

• Hours

• Amounts

• Staff Escalation

Note: The link was previously named “Fill.”

From any of the above subtasks, you start by selecting the record(s) that you want to fill and then click the Fill Values link on the subtask to display the Fill Values to Selected Record/s dialog box:

The Select Fill Method drop-down list provides four different options, which are described in more detail in the table below. Additional fields may display depending on the method selected, and each method requires you to select the range of periods you copy from.

For example, if Start Period is set to 12/31/23 and End Period is set to 4/30/24, data for the selected method is captured for that range of periods. After you click Fill, the row or rows that you selected on the subtask populate with information encompassed by those dates.

The table below describes the four different fill methods and any additional fields that display.

Select Fill Method Option	Description
Copy from Source Record	Select this option to copy subtask row details from one resource to another. A Source Record field displays on the dialog box that enables you to select the record you want to copy from.
Specify Hours	Select this option to fill the period columns of the selected rows with a specific number of hours. An Hours field displays on the dialog box, where you can type the hours.
Use Available Hours	Select this option to fill all the cells in the selected rows with the available number of hours that display in the header of the period column. For example: After you click Fill, the cell for that column populates with the hours.
Use Start Period Hours	Select this option to copy the hours that exist in the selected starting period to all periods up through the selected ending period. For example, if you set Start Period to 12/31/23 and End Period to 9/30/24, the hours that exist in the first period are copied to every period up to 9/30/24.

A new Manage Distribution Spread Methods (Project Budgeting » Controls and Utilities) screen was added that will enable Administrators to configure a variety of distribution spread methods.

Note: The spread methods are applied on the Project Budgets/EACs screen. See “Enter and Distribute Total Hours or Amounts” in these release notes for additional information.

For this release, the screen is read-only, because the only two available distribution methods are enabled by default. The currently available methods include:

• Evenly (Linear)

• Percent Available Hours

Future releases (including 2025.2) will offer additional methods, which can be enabled or disabled by selecting Yes or No from the Active column.

You will also have to option to create custom distribution spread methods, where you will be able to configure the percentages that display in the Spread Point columns of the screen. For example:

Note: The Spread Point columns for the default distribution methods will always be read-only.

A new Update Multiple Organization Budgets/Outlooks (Organization Budgeting » Controls and Utilities) application was added that enables you to select non-consecutive records when performing mass updates.

In version 8.2.6, the original version of this application (Org Budgets/Outlooks Mass Utilities) was converted to a process application. Since process applications only allow you to update a consecutive range of organizations, the new version was created to provide additional control over which records are updated. 

Note: Since the new application is not a process application, it cannot be run through job server.

A new Update Multiple Project Budgets/EACs (Project Budgeting » Controls and Utilities) application was added that enables you to select non-consecutive records when performing mass updates.

In version 8.2.5, the original version of this application (Project Budgets/EACs Mass Utilities) was converted to a process application. Since process applications only allow you to update a consecutive range of projects, the new version was created to provide additional control over which records are updated.

Note: Since the new application is not a process application, it cannot be run through a job server.

A Create Bud button was also added that enables you to create a new budget from an existing budget. 

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now allows you to create individual detail line descriptions for Schedule Bill items and trace each item to its funding level for reporting purposes. With this feature, you can also print these detail descriptions on the Government 1035 Billing and Generic Billing invoice formats.

To support this feature, updates have been made to several Costpoint applications.

 

Manage Generic Billing Formats (BLMBFRM)

On the Display Options tab of this screen, the following checkbox has been added under the Schedule Lines group box:

Field	Description
Print Schedule Detail Line Descriptions	Select this checkbox to print the Schedule Bill’s line description detail on the standard bill.

 

Manage Project Billing Information (BLMINFO)

The following fields have been added on the Schedule subtask of the Manage Project Billing Information screen. The overall layout of the subtask has also been modified to accommodate these new fields.

Field	Description
Line Description Detail	Use this field to enter detailed descriptions for scheduled bill items. It supports up to 640 alphanumeric characters, allowing for more comprehensive item descriptions.
Ref Project ID	This reference-only field is not printed on the invoice but is stored on the relevant database tables. It acts as a tracker, linking items to their respective funding levels for reporting purposes. Enter only valid and existing Project IDs in this field. The Project IDs must also fall within or under the Billing Level/Invoice Level Project ID specified on the main screen.

In addition, the Schedule subtask now allows the following:

• Multiple entries or rows of Date To Bill, Account, and Line Description for each Fiscal Year/Period/Subperiod combination

• Multiple entries or rows of Date To Bill, Account, Line Description, and Line Description Detail for each Fiscal Year/Period/Subperiod combination

Calculate Standard Bills (BLPGBILL)

When you run this application, the new Bill Schedule Line Description Detail (BILL_SCHED_LN_DESC) column is inserted into the BILL_EDIT_DETL table if the project being calculated has a Schedule Bill item.

 

Manage Standard Bills (BLMGBILL)

The following columns have been added on the Detail subtask of the Manage Standard Bills screen:

Field	Description
Line Description Detail	Use this field to enter detailed descriptions for scheduled bill items. It supports up to 640 alphanumeric characters, allowing for more comprehensive item descriptions. Given its substantial size, it is initially positioned at the end of the existing columns. However, you can adjust its position and save your layout preferences.
Reference Project ID	This reference-only field is not printed on the invoice but is stored on the relevant database tables. It acts as a tracker, linking items to their respective funding levels for reporting purposes. Enter only valid and existing Project IDs in this field.

 

Print Standard Bills (BLRMBIL)

If you select the Print Schedule Detail Line Descriptions checkbox on the Display Options tab of the Manage Generic Billing Formats screen, Costpoint will include the Line Description Detail on the printed invoice.

 

Post Standard Bills (BLPGEN)

When you post the bill, the Line Description Detail field is included. In addition, the BILL_SCHED_LN_DESC and REF_PROJ_ID columns are stored in the billing history detail tables.

 

Reverse Previous Bills (BLPREVB)

When an invoice with Schedule Bill items is reversed, the Line Description Detail is also reversed, following the original transaction.

 

View Standard Billing History (BLQSTDHS)

The following columns have been added on the Transactions subtask of the Billing Inquiry Detail table window on View Standard Billing History:

Field	Description
Line Description Detail	This field displays detailed descriptions for scheduled bill items. It supports up to 640 alphanumeric characters, allowing for more comprehensive item descriptions. Given its substantial size, it is initially positioned at the end of the existing columns. However, you can adjust its position and save your layout preferences.
Reference Project ID	This reference-only field displays the Reference Project ID entered from the Schedule subtask of the Manage Project Billing Information screen. This is not printed on the invoice but is stored on the relevant database tables. It acts as a tracker, linking items to their respective funding levels for reporting purposes.

 

Manage Closed Billing Detail (BLMCLOSE)

On the Other tab of the Manage Closed Billing Detail screen, the following fields have been added under the Schedule Bill group box:

Field	Description
Reference Project ID	This reference-only field is not printed on the invoice but is stored on the relevant database tables. It acts as a tracker, linking items to their respective funding levels for reporting purposes. Enter only valid and existing Project IDs in this field. The Project IDs must also fall within or under the Billing Level/Invoice Level Project ID specified on the main screen.
Detail Description	Use this field to enter detailed descriptions for scheduled bill items. It supports up to 640 alphanumeric characters, allowing for more comprehensive item descriptions.

 

New Columns on Tables

As part of this enhancement, the following columns have been added to the database tables:

• BILL_SCHED_LN_DESC

• REF_PROJ_ID

• SCHED_LN_DESC_FL

Affected database tables include:

• BILL_EDIT_DETL

• BILL_EDIT_DETL_CUM

• BILL_FRMT

• BILL_SCHEDULE

• BILLING_DETL_HIST

 

This enhancement requires the following:

• cp82_cmnlib_calcbills_002.zip

• cp82_blpgbill_002.zip

• cp82_dbc_820_11407_001.zip

• cp82_blpgen_002.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

If you are licensed for Subcontractor Management, Costpoint offers a work assignment preprocessor that enables you to upload work assignment setups from a set of CSV files, reducing manual effort. To access this new application, click Projects » Subcontractor Management » Work Assignments » Import Work Assignments. This application is not available in Costpoint Essentials. 

 

Import Work Assignments

You can use the Import Work Assignments screen to insert work assignment records and generate full reports that include an error report and an actual data report per table. It supports both the Subcontractor Agreement and Subcontractor Agreement Intracompany work assignment types. However, you can insert intracompany work assignments only for the contracting company (Company A). Once the work assignment preprocessor for Subcontractor Agreement Intracompany is uploaded in Company A, the performing company (Company B) can view the work assignment. 

Note: The ability to update existing records, generate abbreviated reports, and modify intracompany work assignments for Company B will be available in a future Costpoint release.

To successfully insert records, it is required to include both the header (WA_HDR) and charge line (WA_CHG_LN) files. Otherwise, you will encounter an error message. 

 

Input Files

This application uses the following input file layouts when importing work assignment records: 

• WA_CHG_LN.CSV (Manage Work Assignments » Charges) 

• WA_CHG_LN_RESOURCE.CSV (Manage Work Assignments » Charges » Vendor Employees): This is applicable only if Subcontractor Agreement is selected as a Work Assignment Type on the Manage Work Assignments screen. 

• WA_CHG_LN_SCISAP.CSV (Manage Work Assignments » Charges » Security Reqts) 

• WA_HDR.CSV (Manage Work Assignments) 

• WA_HDR_SCISAP.CSV (Manage Work Assignments » Security Reqts) 

• WA_PO_LN_CHG.CSV (Manage Work Assignments » PO Info » Line Charges) 

• WA_ROLES.CSV (Manage Work Assignments » Roles) 

Input files can be imported in two ways. You can either use the Alternate File Location field or navigate to Process » File Upload from the Costpoint global menu. In addition, after a successful import, you can remove the input file by selecting the Delete input file upon successful import checkbox. 

 

Work Assignment ID 

When you include a default work assignment ID in the input file, Costpoint initially processes the information from the input file. If any required information is missing, Costpoint then uses the information from the default work assignment. This allows you to provide minimal information in the input file while leveraging the default work assignment for the remaining data.  

When selecting the Auto Assign option on the Import Work Assignments screen, you must ensure that the Enable Auto-Assign checkbox on Configure Subcontractor Management Settings is also selected. Otherwise, you will encounter the following error message: “Auto Assign option cannot be selected when Enable Auto-Assign is not set in Subcontractor Management settings screen.”  

Note: It is required to include a work assignment ID on the input file even if you use the Auto Assign option. For example, if you selected the Auto Assign option in the Import Work Assignments screen, you could enter WA-000001 or WA-000002 as work assignment IDs in the input file to tie the header to the lines.

 

Database Tables 

The work assignment preprocessor can include both labor and non-labor accounts. The following database tables store data for work assignments that are used on a timesheet or expense report: 

• SUBC_EXP_HDR 

• SUBC_EXP_LN 

• SUBC_EXP_LN_AUDIT 

• SUBC_TS_HDR  

• SUBC_TS_LN 

• SUBC_TS_LN_AUDIT 

 

Note: Click the following link to download this preprocessor's Excel template: Import Work Assignments Preprocessor Template.

Improved AR Aging Report

The Accounts Receivable Aging report has been updated to include visualizations and an export option that is compatible with MS Excel.

The new AR Aging report now includes:

• Visualizations across the top of the report that includes:

• A/R by Aging Bucket

• Top 5 Customers by Total Balance Due

• Top 5 Customers by Past Due

• New format for subtitle with Company Name and Period Ending date

• Expanded width of Company prompt

• 4 digits for year in the Subperiod End Dates and any other date

• Reduced height of the Aging Method prompt

• Improved Excel export where headers are hidden upon export and displayed as columns

New Fields in the Contract Management Package

New fields are now available in the Contract Management model, which will provide more comprehensive data for your contract management needs. The new fields are:

• Subcontractor Plan

• Date Submitted

• General Small Business

• Required

• Allocation Total

The Allocation Total field is a sum of the Subcontractor Percentage Required. In addition, the Business Classification HUB ZONE was added in the SUBCNTR_MASTER SQL table.

Menu Report Table Update

The Menu Report table has been updated to reflect new, renamed, or dropped objects introduced recently. This includes renaming of :

• "T&M Profitability" to "T&M Labor Profitability (Planning)"

• "BnP PSR Trending Analysis" to "Planning PSR Trending Analysis (Planning)"

• "Project Report with Labor Details" to "Project Forecast with Labor Details (Planning)"

In addition, "Barcoded MO Routing Traveler for TE" has been added under Manufacturing, as well as a new Subcontractor Project Bill History report under Subcontractor Management. These changes ensure that the Menu Report table remains up to date and accurate.

Sales Tax and VAT Reporting Section Now Available in the General Ledger Package

A "Sales Tax and VAT" reporting section has been added to the General Ledger package. You can now query related data, including the new IWA Journal Entries, in the Sales Tax area.

New Account and Organization UDEF Fields in the General Ledger Package

New UDEF fields are now available in Account and Organization - Performing Structures in the General Ledger Data package. These fields include 20 text, 10 numeric, and 10 date UDEF fields.

New NAICS Fields

NAICS fields were added to the Costpoint Business Intelligence models to align with the changes made in the Costpoint applications. The updated framework models in Costpoint BI are:

• Accounts Payable

• CRM and Contracts

Improved MO Routing Traveler Report

The new Barcoded MO Routing Traveler report for T&E includes barcodes for ease of use with Time & Expense. You will find the report in Team Content » Manufacturing and sourced from the Manufacturing package. This report includes Manufacturing Order (MO) routing operation steps required to produce the MO build part and also help eliminate the possibility of typos and refines the clock on/off function for T&E users. 

New Fields in Costpoint BI Materials

New Inventory Balance fields were added to the Materials data in Costpoint BI:

• On Hand Balance From

• On Hand Inventory Balance To

In addition, the Furnished Material Type field is now in the Inventory Abbrev tables in Costpoint BI Materials.

Project Status Cost Summary: Customizable Conditional Formatting for Variance Highlighting

You can now set your own parameters for highlighting variances in the Project Status Cost Summary. Instead of a fixed threshold, you can specify the dollar amount or percentage that triggers a variance highlight. This feature allows you to tailor the variance highlighting to your specific needs, making it easier to spot significant variances at a glance.

Updated Subcontractor Model

The Subcontractor framework model now includes the new Subcontractor Project Bill History (SUBC_PROJ_BILL_HS) table. It holds a summary of all bills issued for each unique combination of project, work assignment, work assignment line, fiscal year, period, and subperiod. This table gets filled upon approval of Subcontractor Invoices in the Subcontractor Management module.

New Subcontractor Project Bill History Report

A new report, Subcontractor Project Bill History, is now available in the Subcontractor Management folder. This report corresponds to the updated Subcontractor model and offers a detailed and structured snapshot of your subcontractor billing information, including advanced features like sorting, subtotaling, and filtering options. These improvements serve to optimize and simplify the billing workflow.

New TS_SUMMARY Table in Time Package

A new section can be found in the Time package which allows for queries against the new Timesheet Summary table. This table shows timesheet data for the last 10 pay periods, including Missing timesheets as shown in Home Dashboard » MyTimesheets.

Employee's Primary Supervisor Now in Time Package

The Time package now allows retrieval of the name of an employee's primary supervisor or manager. Previously, the Time package was limited to obtaining the group supervisor.

The Email Text (Configuration » General Controls) screen was renamed to Notification Text, and the word “Email” was removed from field labels on the screen.

The functionality of the application was also enhanced to allow you to customize a greater number of notifications.

 

Enhancement to Email Notification Customizations

Notifications for workflow events related to timesheets, expense authorizations, and expense reports are now also customizable. To accommodate this change, the Source drop-down list includes two new options:

• • Expense: Workflow Events

  • Timesheet: Workflow Events

Depending on which option you select, the Reason drop-down list includes these new notification options:

Source	Reason/Notification Option
Expense: Workflow Event Note: Each notification is customizable by role.	Rejection Notifications	Approval Notifications
	Expense Authorization Charges Rejected	Expense Authorization Approved
	Expense Authorization Rejected	Expense Authorization Charges Approved
	Expense Report Charges Rejected	Expense Authorization Pending Approval
	Expense Report Rejected	Expense Report Approved
		Expense Report Charges Approved
		Expense Report Pending Approval
Timesheet: Workflow Event Note: Each notification is customizable by role.	Rejection Notifications	Approval Notifications
	Timesheet Rejected	Timesheet Approved

 

Costpoint Hyperlink Added to Email Notifications

Email task notifications sent for Time & Expense applications now include an Open in Costpoint hyperlink, which opens the Costpoint logon page when clicked.

 

Expense Authorization Error Message Updated

In Expense Authorization, the error message related to the number of allowable advances was updated to provide additional instruction based on whether blanket authorizations are allowed.

If Allow Blanket Authorizations in the Expense Report Types (Expense Controls » Expense Controls) screen is clear, the error message indicates that only one advance is allowed per authorization.

If it is selected, the message additionally suggests that either a new authorization must be created for the advance or that the current authorization can be changed to a blanket one.

As part of an ongoing effort to improve direct data sharing with Costpoint, company information is now directly downloaded to the related table in Time & Expense for co-deployed systems.

General updates made in support of this update include:

• The need to manually import company data from Costpoint was eliminated.

• The GL_Config view table in Time & Expense is automatically updated with company information.

Note: This is a backend table, which does not display on the interface.

• The Company Information File is skipped when you process an import file in Import Master Data.

Note: This update does not affect stand-alone Time & Expense deployment.

The Expense Report Tasks tab of the Expense Report Types (Expense » Expense Controls) screen includes a new Use Interactive E-Mail for Notifications checkbox that enables you to send interactive emails for approval or rejection of the overall expense report.

The checkbox is enabled only if Task Type is set to Approve and Level is set to Overall.

Note: Before you can use this feature in the Expense module, it must be globally enabled within Costpoint. See pages 1-2 of the Time & Expense Interactive Emails Start to Finish Setup Infographic for general configuration details.

If you select Use Interactive E-Mail for Notifications, the adjacent Expires After drop-down field is enabled. The default is 24 hours, but you can select other values in four-hour increments up to 24 hours.

Interactive emails enable managers to approve or reject the overall expense report directly from within the email by clicking the embedded Reject or Approve button. For example:

The choice is immediately applied within the Manage/Approve Expense Reports (Expense » Expense Reports) screen.

Attention: The Interactive Email feature relies on Adaptive Card technology. If your company is using Microsoft 365 Government Community Cloud High (GCC High), this platform does not support Adaptive Cards, so the feature is unavailable to you.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

The Manage Approve Timesheets (Time » Timesheets) screen was updated so that fields in the header area are either displayed or hidden based on the Filter By option.    

For example, if Filter by is set to: 

• Approval Tasks: No fields display in the header. 

• Status: All the regular fields related to filtering timesheets display in the header.

An option to display the minimum number of hours required per pay period was added to the Timesheet screen.

 

Minimum Hours Configuration

The Basic tab of the Timesheet Classes (Time » Time Controls) screen includes a new Minimum Hours section, which includes these new fields:

• Show Minimum Hours on Timesheet: When this option is selected, a Minimum Hours field displays in the header area of the Timesheet (in Form View). In Table View, the field displays only in the timesheet table.

Note: The Minimum Hours field will also display on the Manage/Approve Timesheets screen.

The Minimum Hours field is hidden in Form View on the Timesheet if Show Minimum Hours on Timesheet is not selected.

• Factor: This field is enabled when Show Minimum Hours on Timesheet is selected. The default value is 100%, but you can replace it with any value from 1-100.

 

Minimum Hours on the Timesheet

When the Minimum Hours field is configured to display on the Timesheet, the hours that populate the field are based on the Standard Hours value on the Company Work Schedule screen.

For example, if Standard Hours is set to 8 hours and there are 11 days in the pay period, 88 hours would display in Minimum Hours, based on a factor of 100%. If the Factor was 70%, the minimum hours for the pay period would be 61.60.

Note: No warning message is provided if less than the minimum hours are entered. Timesheet users are recommended to use the Notes function to enter a reason. Additional options include validating it through use of a “Pre-Approve” Stored Procedure or through Extensibility.

This enhancement includes the following updates:

• • New option that enables validation of MO dates (Manufacturing Order) on the timesheet

  • New Information Card that displays charge status, including the MO status, on the timesheet

These updates provide an additional level of control over whether additional hours can be charged to MOs that might already be closed or completed, such as when timesheets are corrected.

In addition, the Information Card provides users with details about the status of the selected charge.

 

New Setting to Validate Manufacturing Order Dates

The Miscellaneous tab of the General Settings (Configuration » General Controls) screen includes a new Validate All Manufacturing Order Dates field under Miscellaneous.

Select the checkbox if you want MO charge dates validated when timesheets are saved or signed.

Note: This checkbox is disabled in stand-alone Time & Expense installations.

The validation itself is performed based on the settings in UDT02.

 

UDT02 Updated to Reflect MO In-Shop and Need Dates

Note: This update applies only to installations that are co-deployed with Costpoint.

For MO Projects, Start Date and End Date in UDT02 (Configuration » Master Data) now populate from the Manage Manufacturing Orders screen in Materials (Production Control » Manufacturing Orders).

Specifically, UDT02 references the dates that display under MO Dates on the Details tab. For example:

• • Start Date: This date is the same as actual In-Shop date.

  • End Date: This date is the same as the actual Need date.

When Validate All Manufacturing Order Dates is selected, MO charges are validated against the actual In-Shop and Need dates since these populate UDT02 directly from Manage Manufacturing Orders.

Note: If checkboxes under Activity on the Additional Details tab of Manage Manufacturing Orders are selected, Date Edit in UDT02 should be set to Soft Edit. If it is set to Hard Edit and the End Date (Need date) has already passed, the charge not allowed.

The dates in UDT02 also populate the date fields in the new Information Card (described below).

 

New Timesheet Information Card

On the Timesheet (Timesheets » Timesheet) screen, the Timesheet Lines table was enhanced so that the Line column now displays an information symbol if you mouse over the line number.

When you click the symbol, a Line card opens that displays details related to the status of the charge, as well as the dates found on the UDT02 screen. For example:

This example is for an MO charge, so MO Status populates directly from the Status field of the Manage Manufacturing Orders screen. Possible values include: 

• • • Released

    • In-Shop

    • Closed

    • Completed

The In-Shop Date and Need Date values also populate from Materials, but indirectly via UDT02.

Note: This MO Information Card is available only in co-deployed installations.

The Information Card is available for other charges as well, but field labels and values vary accordingly.

Charge Type	Example Image	Notes
Project		The Project Status field indicates whether Allow Charging in UDT02 is selected or clear. If it is selected, Allow Charging displays. The Start Date and End Date values populate from the same fields in the UDT02 screen.
Work Assignment		The Work Assignment field will be blank. The Start Date and End Date values populate from the Vendor Employees section of Charges of the Manage Work Assignments application.
Account		This card displays if the line is an Account. The Account Status field indicates whether Allow Charging in UDT01 is selected or clear. If it is selected, Allow Charging displays. The Start Date and End Date values populate from the same fields in the UDT012 screen.

A new Current Year Time Off Balance report that includes current leave balances and YTD hours used was added to the Print menu of the Timesheet (Time » Timesheets) screen.

Attention Administrators: If you do not want the report to display for a specific timesheet class, select the new Hide Current Year Time Off Balance Report checkbox on the Basic Information tab of the Timesheet Classes screen.

The report includes all applicable leave types, and for each one, it includes the following details:

Column	Description
Resource Name	This column displays the name of the user.
Leave Type Description	This column displays a description of the leave type, for example, Holiday or Vacation.
Beginning Balance	This column displays the beginning balance for that leave type.
YTD Accrued Hours	This column displays the number hours accrued in the current year.
YTD Used Hours	This column displays the number of hours used in the current year.
Current Balance	This column displays the current remaining balance.
Projected Accrual Remaining	This column displays the number of hours yet to be accrued for the current year. Note: In stand-alone T&E deployments, N/A displays instead.
Projected YE Balance	This column shows the project year-end balance. This is the current balance minus future requested hours plus the projected remaining accrual. Note: In stand-alone T&E deployments, N/A displays instead.
Carryover Limit	This column displays the carryover limit designated for that leave type. Note: In stand-alone T&E deployments, N/A displays instead.
At Risk Hours	This column displays the number of hours you are at risk of losing based on the carryover limit. This is the current balance minus future requested hours plus project remaining accrual. Note: In stand-alone T&E deployments, N/A displays instead.
Accrual Rate	This column displays the accrual rate for that leave type. Note: In stand-alone T&E deployments, N/A displays instead.

Introduced for 8.2.12 in July 2024, the Quick Entry Expense Report (Expense » Expense Reports) screen was enhanced with new user interface elements and functionality, including features previously exclusive to the classic Expense Report.

Updates described within these release notes include:

• Addition of the Information Card

• Ability to enter expense details, including for location-based meals and lodging.

• Support of per diem expenses.

• Updates to several applications under Expense Configuration to support per diem expenses.

 

Information Card

A pop-up Information Card was created so that when you mouse over either Report ID in the header or the line number in the Expenses table, an information symbol () displays. When you click the icon, an Information Card opens that displays additional details. For example:

Type	Example Image
Report ID
Line

 

Details Column and Hyperlink

A previously unnamed column now has the field label Details. In addition, the functionality of the column was expanded to allow for entry of location-based and per diem expenses, such as for lodging and meals.

The column now also displays a Details hyperlink, when additional details are required for the expense.

Note: The label of the link can vary by the type of expense, such as "Mileage" for a mileage expense.

After you click the Details hyperlink, the Details dialog box opens. Tabs and fields which are missing required information are highlighted in yellow, and similar to the classic version of Expense Report, the tabs that display in the dialog box vary by expense type.

A lodging expense, for example, includes the Room Rates tab, and a meal expense includes the Meal Detail tab, and per diem expenses include the View Per Diem Rates link.

Note: If you are accustomed to using the classic version of Expense Report, you will find that the Details functionality is primarily the same except that, in Quick Entry, tabs or fields that are missing details display in yellow.

 

Multiple Locations Now Supported for Meals and Lodging Expenses

Quick Entry Expense Report now enables you to enter multiple location expenses for meals and lodging. Previously, you could add a meal or lodging expense, but details were limited to a single amount for a single location and project code.

If you select a per diem expense type, the Details hyperlink displays in the Details column so that you can enter required information, and in the Detail dialog box, the Location field on the Overall tab is highlighted in yellow.

After you click the Location field lookup, the Lookup dialog box opens with your Favorite locations highlighted in green, and the remaining available per diem locations display in gray. After you select a location, it becomes the default value for any subsequent expenses that you add. Accordingly, the other locations that were previously available no longer display in Lookup. However, they can be added via the Manage Locations button.

If you need to add a second location, click the Manage Locations button located above the Expense table. In the Locations dialog box, click Add Location to add a new row, and in the Location field, click Lookup to select the location.

Note: The Location dialog box displays each location so that any of them can be selected on subsequent expenses. You can also click Manage Locations to add all the locations before you start adding your expenses.

 

Updates for Per Diem Meals and Lodging

Quick Entry Expense Report does not allow you to edit unallowable, over ceiling, or under ceiling amounts or percentages. Instead, they default to the same allocations as the charge.

The only exception to this if your Administrator has configured the charge based on a project, and in which case, that overrides the charge in Quick Entry for over ceiling or unallowable.

Since unallowable, over ceiling, and under ceiling follow the same allocation as the charge line, if you modify the value in the classic version of Expense Report and then reopen it in Quick Entry, the percentages will revert to those of the charge line.

 

Expense Administration Updates

To support the ability to add per diem meal and lodging expenses in Quick Entry Expense Report, several configuration applications under Expense » Expense Controls were updated to enable settings that were unavailable for the initial release in July 2024.

Note: For each feature below, it is assumed that the Type drop-down field is set to Quick Entry.

 

Update to Expense Charge Types

The Expense Charge Types screen was updated so that you can now set defaults under Type in the Charge Type Details table for the following:

• • Over Ceiling: Select this option to set defaults for amounts that are over the authorized ceiling.

  • Unallowable: Select this option to set defaults for portions of the amount that are not allowed.

Note that in the initial release of Quick Entry Expense Report, only Under Ceiling was editable.

 

Update to Expense Types

The Expense Types screen was updated so that when Wizard Type on the Basic Information tab is set to Meals or Lodging, the following settings are now available for configuration:

• • Per Diem (the following are enabled if Per Diem is selected)

  • Type

  • Per Diem Adjustment %

  • Ceiling calculation based on

  • Allow Date Edit

• Track Multiple Locations

The Input Option – Required Fields tab was also updated so that many settings previously unavailable for Quick Entry Expense Report are now also available. These include the following:

• • Location

  • Multiday

  • Identify Meals

    • Breakfast

    • Lunch

    • Dinner

  • Incidentals

  • Conference Lodging

  • Percentage Adjustment

The Rates and Ceilings subtask was updated so that the following columns are now editable:

• • Ceiling

  • Breakfast Ceiling

  • Lunch Ceiling

  • Dinner Ceiling

  • Incidental Ceiling

Note: Certain fields above are conditionally enabled or disabled according to the selected Wizard Type, which is the same as current behavior for the Standard expense report. 

 

Updates to Expense Report Types

The Expense Report Types screen was updated so that several settings that were previously disabled for Quick Entry are now available.

For example, under General Options, the Track Locations checkbox is enabled, and under Per Diem Options, the following are now available:

• • Per Diem

  • Per Diem Schedule

  • First Day Meal %

  • Last Day Meal %

  • Defaults

    • Country

    • State

    • City

    • County

Note: While these default values can be set in Expense Report Type, they presently are not available in the Quick Entry Expense Report application.

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