Arkansas 2023 Tax Table Updates

Arkansas updated its withholding formula effective June 1, 2023. The highest rate decreases from 4.9%. to 4.7%.

To support the state requirements, this release adds/updates records for Arkansas effective June 1, 2023 on the following screens:

• Manage Payroll Records (PRMPTF)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Attention: The Arkansas Supplemental Tax Rate on the Manage State Taxes screen has not been updated to 4.7% because it is still 4.9% according to the Withholding Tax Instructions for Employers.

For more information, see:

• https://www.dfa.arkansas.gov/income-tax/withholding-tax-branch/withholding-tax-forms-and-instructions/

• https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula_2023.pdf.

Note: This update requires patch dbc_820_11161.

Florida Reemployment Tax Electronic Filing - XML Specifications for 2023

The Reemployment Tax XML Package has been updated and New XML elements for certifying E-Verify compliance have been added to the XML file.

Florida’s E-Verify System Requirements

Effective July 1, 2023, public agencies and private employers with 25 or more employees are required to use the E-Verify system. This free system is an internet-based application operated by the United States Department of Homeland Security that allows employers to electronically verify employment eligibility of newly hired employees.

• An employer must verify each new employee’s employment eligibility within three business days of the new employee working for pay.

• Each private employer required to use the system must certify on its first Reemployment Tax return filed each calendar year that it used the E-Verify system to confirm employment eligibility of each new employee.

• If the E-Verify system is unavailable for three business days after the first day the new employee begins working for pay, an employer must use the Employment Eligibility Verification (Form I-9) to verify employment eligibility.

• Private employers required to use E-Verify or Form I-9, must attest to the use of this system or form on one of the following reports.

• Employer's Quarterly Report, Form RT-6

• Employer's Quarterly Report for Employees Contracted to Governmental or Nonprofit Educational Institutions, Form RT-6EW

• Employer's Quarterly Report Continuation Sheet, Form RT-6A

• Quarterly Report for Out-of-State Wages, Form RT 6NF

• Correction to Employer's Quarterly or Annual Domestic Report, Form RT-8A

• Private employers that file reemployment tax electronically will certify their compliance in the electronic file and pay application or extensible markup language (XML) file.

• To support the state requirements, the Create Quarterly SUTA Tax File screen adds an E-Verify group box that contains the following fields.

Field	Description
Name	Enter the name of the person who is certifying the use of E-Verify system. This person must be the (1) the individual owner; (2) the corporate president, treasurer, or other principal officer; or (3) a partner or member/managing member.
Title	Enter the title of the person who is certifying the use of E-Verify system. This person must be the (1) the individual owner; (2) the corporate president, treasurer, or other principal officer; or (3) a partner or member/managing member.
Date	Enter the date of E-Verify system certification.

Attention: For more information, see:

• Software Developer Information and Specifications webpage: https://floridarevenue.com/taxes/eservices/Pages/developerinfo.aspx

• Reemployment Tax XML Package: https://floridarevenue.com/taxes/Documents/flRtXmlPkg.zip

Idaho 2023 Supplemental Tax

The tax rate for supplemental payments decreased from 6% to 5.8%.

To support the state requirements, this release updates the record for Idaho effective 01/01/2023 on the Manage State Taxes screen.

Attention: For more information, see: https://tax.idaho.gov/taxes/income-tax/withholding/computing/

Note: This update requires patch dbc_820_11159.

Illinois 2023 Tax Table Update

Illinois updated its withholding formula July 5 after a tax bill reduced the value of a state allowance to its 2022 level. The value of a state allowance was set at $2,425, instead of the 2023 value of $2,625.

An additional formula was added to Illinois’s withholding methods to correct withholdings for existing employees for the remainder of 2023. The formula is the same as the standard formula but uses an allowance value of $2,225. A formula with an allowance value of $2,425 is also included, but should only be used for new employees.

This release adds a Personal Exemption Allowances record effective 06/07/2023 on the Manage State Tax Withholding Adjustments screen, which sets the Amount per Credit/Exemption to 2,425 for Illinois.

The Compute Payroll application adds special programming that sets the Illinois personal exemption allowance amount to $2,225 for existing employees for check dates within 06/07/2023 and 12/31/2023 only.

Attention: For more information, see Revised 2023 Booklet IL-700-T: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/il-700-t.pdf

Note: This update requires patch dbc_820_11183.

Indiana 2022 Withholding Tax Updates (Phase 2) - Update Payroll Processing to Use Number of Adopted Children

Indiana's Departmental Notice No. 1 was updated to add a third deduction constant table for a new exemption for adopted children. The $3,000 annual exemption for adopted children was added in the legislation.

The Actual Number of Adopted Children field was recently added on the Manage Employee Taxes screen and in ESS, where you were instructed to specify the actual number of adopted children claimed by the employee on the Form WH-4. This value was not used with the first phase of the Indiana 2022 tax withholding updates. You were also instructed to temporarily include the number of adopted children for both state and local dependents in order for payroll to calculate the withholding tax, even when there was not yet an adopted children exemption type on the Manage State Tax Withholding Adjustments screen.

You must now use the Reduce Employee Number of Dependents for Indiana toolkit to reduce the state's number of dependents, based on the number of adopted children.

Warning: This maintenance release updates the Toolkit Status table for each company that has no employees in Indiana. You cannot run Compute Payroll until you have run the toolkit for any company that has employees in Indiana.

Note: This update requires patch dbc_820_11154.

 

Reduce Employee Number of Dependents for Indiana (EMPTOOLKITINDIANA)

When you run this toolkit, the number of Indiana's dependents for both state and local taxes is reduced based on the number of adopted children. This also populates the newly added Number of Adopted Children field in Local Taxes with the same value as the State's Number of Adopted Children if the State of the Local Tax is IN and its Tax Type is County Income Tax.

For example, if an employee has 3 additional dependent exemptions (Form WH-4 line 6) and 2 adopted child dependent exemptions (Form WH-4 line 7), with Phase 1 we instructed you to enter 7 as the total number of exemptions for State and Local Taxes Dependents (3 dependent exemptions plus 4 exemptions for the 2 adopted children). Because, in Phase 2, Compute Payroll will be updated to use the Number of Adopted Children value when computing for Indiana, the toolkit reduces the number of dependents based on the number of adopted children. So, using the same example, the Number of Dependents will be updated from 7 to 3 (to remove the 4 exemption credits for the 2 adopted children). The Number of Adopted Children field in Local Taxes will then be populated with 2.

This toolkit will not reduce the number of dependents for Indiana in the Multi-State Taxes subtask of Manage Employee Taxes screen. This means that you must manually remove the number of adopted child dependent exemptions from the number of dependents field and transfer it to the Actual number of adopted children field in the Multi-State Taxes subtask.

 

Manage Employee Taxes (PRMETAX)

• The Actual Number of Adopted Children field is now the Number of Adopted Children field on the State tab.

• The Number of Adopted Children field was added to Multi-State Taxes and Local Taxes subtasks.

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

 

Manage Employee Taxes Data Setup for Indiana

To comply with the state requirements, you must use the following data setup on the Manage Employee Taxes screen for Indiana employees.

Field	Instruction
Withholding State Filing Status	ALL FILERS (All Filers, Married and Single): Select as the filing status for all employees.
Withholding State Exemptions	Enter the number of personal exemptions that the employee is claiming on line 5 of his/her WH-4 form.
Withholding State Dependents	Enter the number of additional dependent exemptions that the employee is claiming on line 6 of Form WH-4. Note: The number of dependent exemptions for Indiana county tax (local) withholding must be the same as the number of dependent exemptions for Indiana state withholding.
Local Taxes Dependents	Enter the number of additional dependent exemptions that the employee is claiming on line 6 of Form WH-4. Note: The number of dependent exemptions for Indiana county tax (local) withholding must be the same as the number of dependent exemptions for Indiana state withholding.
Number of adopted children (State Tax)	If the employee is claiming adopted child dependent exemptions on line 7 of Form WH-4, use this field to specify the number of adopted children. Note: The number of adopted children for Indiana county tax (local) withholding must be the same as the number of adopted children for Indiana state withholding.
Number of adopted children (County Tax)	If the employee is claiming adopted child dependent exemptions on line 7 of Form WH-4, use this field to specify the number of adopted children. Note: The number of adopted children for Indiana county tax (local) withholding must be the same as the number of adopted children for Indiana state withholding.

 

View Employee Taxes (PRQETAX)

• The Actual Number of Adopted Children field is now the Number of Adopted Children field on the State tab.

• The Number of Adopted Children field was added to Multi-State Taxes and Local Taxes subtasks.

 

State Withholding (ESMSTATEWH)

• The Actual Number of Adopted Children field is now the Number of Adopted Children field on the home withholding state.

• The Number of Adopted Children field was added to the Other Withholding State(s) subtask.

Note: This update also applies to the State Withholding tab of the Life Events/New Hires screen.

 

Manage State Tax Withholding Adjustments (PRMSTAC)

• The Adopted Child Dependent Exemption option was added to the Type drop-down list.

• This release adds the Indiana’s Adopted Child Dependent Exemption record for ALL FILERS (All Filers, Married and Single) effective 01/01/2023 on the Manage State Tax Withholding Adjustments screen.

Wage Type	For Annualized Wage Over/ Wage Basis	Base Amount	Amount per Credit/ Exemption	Percent of Excess
Gross Wages	0.00	0.00	3,000.00	0.00%

 

Manage Local Taxes (PRMLTI)

The screen provides the following new field.

Field	Instruction
Exempt Amount Adopted Children	Enter the adopted child dependent exemption allowance (used as a deduction from income) for the employee's adopted children. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.

The Local Tax History section now has a two-column format and the tab sequence is updated, based on the new layout.

 

Compute Payroll (PRPCPR)

The adopted child dependent exemption amount per adopted child is deducted when the application determines the annual state taxable wages and the annual local taxable wages.

If you have not yet run the Reduce Employee Number of Dependents for Indiana (EMPTOOLKITINDIANA) toolkit, you receive an error message.

 

Manage Payroll Records (PRMPTF)

• The adopted child dependent exemption amount per adopted child is deducted when the application determines the annual state taxable wages and the annual local taxable wages.

• The Number of Adopted Children field was added to the State Taxes and Local Taxes subtasks.

 

View Payroll Edit Table (PRQPTF)

The Number of Adopted Children field was added to the State Taxes and Local Taxes subtasks.

 

Manage Employee Earnings History (PRMERF)

The Number of Adopted Children field was added to the State Taxes and Local Taxes subtasks.

 

View Employee Earnings (PRQERF)

The Number of Adopted Children field was added to the State Taxes and Local Taxes subtasks.

 

Post Payroll Journal (PRPPPCLS)

The application includes the number of adopted children when you post payroll.

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The number of adopted children is included in the dynamic/work table(s) of the application.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The number of adopted children is included in the dynamic/work table(s) of the application.

 

Recompute Taxable Wages (PRPRCOMP)

If you select Apply Employee’s Current Taxability checkboxes for the state, the adopted child dependent exemption is considered in recomputing taxable wages.

 

Void/Replace Posted Checks (PRPAPVCK)

The application populates the Number of Adopted Children field on Manage Payroll Records for void and replacement checks (V and W records).

 

Print Data Dictionary Report (SYRDD)

The report now includes information for the following fields in applicable tables:

• Number of Adopted Children

• Number of Adopted Children

• Exempt Amount Adopted Children

North Dakota 2023 Tax Table Updates

North Dakota released an updated version of income tax withholding rates and instructions for wages paid in 2023.

• The bottom tax bracket tax rate is now 0%.

• The top four brackets are now combined into two brackets, with reduced tax rates for taxable years beginning after 2022.

• The annual allowance value used in the percentage method for Forms W-4 before 2020 was unchanged from 2022.

To support the state requirements, this release adds updates records of North Dakota effective 01/01/2023 on the Manage State Tax Tables screen.

Attention: For more information, see:

• https://www.tax.nd.gov/news/tax-commissioner-releases-updated-income-tax-withholding-rates

• https://www.tax.nd.gov/sites/www/files/documents/forms/business/it-withholding/income-tax-withholding-rates-and-instructions-booklet-2023.pdf

Note: This update requires patch dbc_820_11159.

The Post Fixed Assets Journal screen now allows multiple users to print or preview the Fixed Assets Journal at the same time.

Note: This multi-user functionality does not allow the use of the same user ID to simultaneously print or preview the Fixed Assets Journal on different workstations.

The posting process remains a single-user functionality. However, multiple users can submit postings simultaneously. Costpoint queues the posting/commitment transactions and processes them one at a time. If you submit multiple postings with the same parameters, only the first one is processed successfully.

Use the Print/Post Fixed Assets option going forward. (The Post Fixed Assets option is no longer available.)

Each report generated from the Print/Post Fixed Assets process contains a unique sequencing number. You should retain these reports, in case they are needed for historical purposes.

The CPMETADATA.json file that you use to create MS Word Templates in Office 365 has been updated to include only the applications that you are licensed to access. This file contains result set data and Extensibility fields from Costpoint.

In Configure System Settings, when you clear the Enable Interactive Engagements checkbox or the Do not capture application usage statistics checkbox to turn off the features and then click Save, Costpoint now prompts you to confirm the change.

The Attach feature now includes a new source option, Camera, which you can use to scan documents with your computer camera or mobile device camera, instead of uploading photos and then attaching them in Costpoint.

When you click Attach in an application, the Choose File window opens with the new Camera source option listed, along with the existing Local File and Alternate File Location source options. When you select Camera, Costpoint prompts you for permission to use your device's camera. You can specify a target location and notes for the attachment when using the Camera source option, as you can for the other source options.

The 8.2.2 MR installer has been updated to include the latest quarterly patch release for WebLogic 14.1.1.

• July 2023 STB - p35601596_141100_Generic.zip

In addition, the Java Development Kit (JDK) has been upgraded to version 11.0.20 and is installed with the Costpoint 8.2.2 MR installer.

Employees with access to the ESS Payroll Checks screen have had the ability to opt into, or out of, having their direct deposit advices mailed to them. Prior to this release, there was no way to hide this option from employees. Payroll administrators can now opt to hide the setting from employees by clearing the new Allow employees to opt into or out of receiving advices by mail checkbox on the Manage Taxable Entity Settings screen and then running the Rebuild Global Settings process.

 

Manage Taxable Entity Settings (AOMESSCS)

The application provides the following field.

Field

Description

Allow employees to opt into or out of receiving advices by mail

Select this checkbox to allow employees to specify whether or not they would like to receive direct deposit advices by mail. Selecting this checkbox enables and displays the Please mail my direct deposit advices checkbox on the ESS Payroll Checks screen. Employees can use this checkbox to override the Mail Direct Deposit checkbox on the Manage Employee Bank Information screen. Do not select this checkbox if you do not want to allow employees to override the Mail Direct Deposit setting or give them the choice of having their direct deposit advices mailed.

The layout of screen has been updated and existing fields were rearranged on the following new tabs.

• Payroll Settings

• Benefit Settings

• Deferred Compensation Settings

• Address/Expense Check Settings

 

Payroll Checks (ESMPAYCHECKS)

The Change Options subtask is now the Direct Deposit Mailing Options subtask. This subtask is enabled if the if the Allow employees to opt into or out of receiving advices by mail checkbox is selected on the Manage Taxable Entity Settings screen for the employee’s Taxable Entity.

The existing settings on the Direct Deposit Mailing Options subtask have been updated and replaced with the following options.

Field	Description
Please mail my direct deposit advices	Select this checkbox if you want your payroll direct deposit advices mailed to you. When you select this checkbox, your mailing address is displayed.
Your direct deposit advices will be mailed to	This is the mailing address that your employer has on file. If there are any issues, correct them on the Address/Phone screen on the Employee Self Service > Personal menu. If you do not have access to that screen, contact your Payroll Administrator.

Human Resources/Payroll administrators can set up deductions or contributions with a computation method that uses percent of gross and does not exclude any 457 or non-qualified deferred compensation (NQDC) amounts from the gross. This feature enables companies to comply with 403(b) plan requirements.

You can now select a new PCTGRQ deduction/contribution computation method in related Costpoint applications. The new method is a Percent of Gross Wages that excludes any 457 plan deductions and NQDC deductions. This method multiplies the Rate % by the total wages for the pay period.

 

Manage Deductions (PRMDED)

You can now select the PCTGRQ option from the Computation Method fields for deductions and contributions. The calculation is gross amount minus non-qualified deductions.

 

Manage Employee Deductions (PRMEDED)

You can now set the Method option to PCTGRQ. Any employee who is currently assigned to a retirement plan with a computation method of PCTGRS and needs to have non-qualifying deductions excluded from the gross wages should change the computation method to the new type, PCTGRQ.

 

Manage Employer Contributions (PRMECNT)

You can now set the Method option to PCTGRQ. Any employee who is currently assigned to a retirement plan with a computation method of PCTGRS and needs to have non-qualifying deductions excluded from the gross wages should change the computation method to the new type, PCTGRQ.

 

Compute Payroll (PRPCPR)

The PCTGRQ computation method was added to the calculation process. The calculation is gross amount minus non-qualified deductions.

The existing PCTGRS computation method was updated to include any deduction types. This method previously excluded NQDC, 457, and 409(A) deduction types from 401(K), 403(B), 408(K), 501(C), RTH401, and RTH403.

 

Import Employee Leave and Deductions (AOPUTLDL)

The PCTGRQ computation method was added to the list of allowable values for the import process.

 

Manage Taxable Entity Settings (AOMESSCS)

You can now set the Deduction option to PCTGRQ in the Deduction Methods subtask.

 

Manage Retirement Elections (AOMESSRB)

You can now set the Deduction Method option to PCTGRQ.

 

When you set up Plants that will be used for Shop Floor Time, Costpoint requires you to select a default Plant on the Manage Plants screen. The default Plant is used in Materials applications. This default is also automatically assigned to each new employee record.

Prior to this release, you could not opt out of automatically assigning the default plant to new employees. If you did not want to export the new employee to Shop Floor Time, you had to delete the Plant assigned to the employee in the Product Interface tab on the Manage Employee Information screen. If you did not remember to delete the Plant before running the Export Project Manufacturing Data process to Shop Floor Time, the new employee was included in the data transfer and you had to manually delete the exported new employee record in Shop Floor Time.

To address this issue, Costpoint now provides a Default for New Employees option on the Manage Plants screen. Use this option to specify whether or not to assign the default plant to new employee records.

 

Manage Plants (INMPLANT)

The screen provides the following field.

Field

Description

Default for New Employees

To enable this checkbox, you must first select the Default checkbox. Select this checkbox to automatically assign this Plant to new employees. The Plant and its setup then default when you add a new employee on the Manage Employee Information screen. You can also assign the Plant and its setup to new employees when they are imported on the Import Employee Data application. Clear this checkbox if you do not want the Plant to be automatically assigned to new employees.

 

Manage Job Templates (HPMREQR)

The application assigns the default Plant on new records only if the Plant’s Default for New Employees checkbox is selected.

 

Manage Employee Information (HPMREQR)

The application assigns the default Plant on new records only if the Plant’s Default for New Employees checkbox is selected.

 

Import Employee Data (AOPUTLEL)

The Default the Plant field is now the Default the Plant (will only default if Record 4 is provided for the employee) field.

In previous Costpoint versions, when you post labor to projects that are allocated through a multi-job function, Costpoint allocates based on the subperiod in which these labor amounts occur. This applies when the multi-job has Allocation Basis set to Current Period and the Allocate Employee/Vendor Labor Hours checkbox selected on the Manage Multi-Job Allocation Information screen.

For example, if Period 1/Subperiod 1 has 300 of labor spread over three projects with a base of 100/200/300 (total of 600), Costpoint allocates 50/100/150 to the three projects. This approach does not present any issue as long as you have only one subperiod. If Subperiod 2 exists, the allocation is based on the second subperiod labor rather than the total labor for the period.

Beginning with Costpoint 8.2.2, the labor allocation for subperiod 2 and any succeeding subperiods is based on the total allocation for the period, to avoid out-of-balance calculations. This change also supports consistency with the way in which Costpoint allocates non-labor amounts.

 

Calculation for PD1 SUBPD1

There are no changes in how Costpoint calculates the allocation for Period 1 Subperiod 1.

Labor of SUBPD 1 = 300

Project	Base Accounts + Burden	% Allocation	Allocation
Project 1	100.00	0.17	50.00
Project 2	200.00	0.33	100.00
Project 3	300.00	0.50	150.00
Total Base	600.00

 

Old Calculation for PD1 SUBPD2

Labor of SUBPD 2 = 400

Project	SUBPD	Base Accounts + Burden	% Allocation	Allocation (% allocation * SUBPD2 labor)	Final Allocation (SUBPD 1 + SUBPD2)
Project 1	1	100.00	0.09	36.36	36.36
	2	0	0	0
Project 2	1	200.00	0.18	72.73	109.09
	2	100.00	0.09	36.36
Project 3	1	300.00	0.27	109.09	254.55
	2	400.00	0.36	145.45
	Total Base	1,100.00

 

In our current example, Allocation per subperiod is calculated based on the period-to-date (PTD) total labor of 700. Costpoint then calculates Final Allocation per project as follows: (SUBD1 Allocation + SUBPD2 Allocation) – Previous Allocation from PD1 SUBPD1.

 

New Calculation for PD1 SUBPD2

Labor of SUBPD 1 + SUBPD 2 = 700

Project	SUBPD	Base Accounts + Burden	% Allocation	Allocation [% allocation * (SUBPD1 + SUBPD2 labor)]	Sum	Less Previous (PD 1 SUBPD1)	Final Allocation (Sum – Previous)
Project 1	1	100.00	0.09	63.64	63.64	50	13.64
	2	0	0	0
Project 2	1	200.00	0.18	127.27	190.91	100	90.91
	2	100.00	0.09	63.64
Project 3	1	300.00	0.27	190.91	445.45	150	295.45
	2	400.00	0.36	254.55
	Total Base	1,100.00

 

This enhancement applies to the following allocation methods:

• Cost Incurred

• Hours Incurred

• Percentage

However, the calculation is a bit different for Percentage as % Allocation is based on values entered on the Percentage Base subtask of the Manage Multi-Job Allocation Information screen.

The following applications have been updated for this enhancement:

• Create Multi-Job Allocation Entries (PJPMJALC): This application now uses the new logic when computing multi-job allocation journal entries for labor amounts.

• Manage Multi-Job Allocation Labor History (PJMMJLHS): The Project and Account columns have been added to the labor history to allow Costpoint to allocate labor amounts the same way it allocates non-labor amounts across periods and subperiods.

Note: After you install MR 8.2.2, Deltek recommends that you review and adjust your data on this screen as needed to do PTD computations before running the Create Multi-Job Allocation Entries application. For existing records, Costpoint sets the Project and Account columns to the project and account from the sending project. Both these fields should be updated to the project and account in the destination project.

The HR package now includes employment history information such as Hire Date and Last Day Worked. You can find certifications in the Employee package.

The following fields were added to the CRM & Contracts package:

• New Owning Organization

• New Business Unit

• New CMMC

• New Created By (with date)

• New Modified (with date)

• Expand Scope of Work

The Project Manager Welcome page has a brand-new look. On this page you can see: 

• A link to an informational video 

• The Costpoint BI release number 

The Supplier Portal Vendor Action Data are now available in the Accounts Payable packages which enables you to monitor actions and changes to the Vendor Master data by suppliers. In addition, the Procurement package has been updated with Supplier Portal Admin Email Address. The fields added are listed in the following table. 

 

Description	Field	Package
Vendor ID	VEND_ACTION.VEND_ID	Accounts Payable
Action Key	VEND_ACTION.ACTION_KEY	Accounts Payable
Portal Action Code	VEND_ACTION.S_PORTAL_ACTION_CD	Accounts Payable
Action Code Description	S_PORTAL_ACTION_CD. S_PORTAL_ACTION_CD_DESC for that VEND_ACTION.S_PORTAL_ACTION_CD	Accounts Payable
Action Code Type	S_PORTAL_ACTION_CD. S_PORTAL_ACTION_CD_ TYPE for that VEND_ACTION.S_PORTAL_ACTION_CD	Accounts Payable
Vendor Contact Changes	VEND_ACTION.VEND_ADDR_CONTACT	Accounts Payable
Vendor Employee Changes	VEND_ACTION.VEND_EMPL	Accounts Payable
Modified By	VEND_ACTION.MODIFIED_BY	Accounts Payable
Action Notes	VEND_ACTION.ACTION_NOTES	Accounts Payable
Timestamp	VEND_ACTION.TIME_STAMP	Accounts Payable
Vendor Employee Labor Changes	VEND_ACTION.VE_LAB_INFO	Accounts Payable
Supplier Portal Admin Email Address	ADMIN_EMAIL	Accounts Payable and Procurement
Supplier Portal Admin Flag	SP_ADMIN_FL	VEND_ADDR_CNTACT data in Accounts Payable
Created by Supplier Flag	SP_CREATED	VEND_ADDR_CNTACT data in Accounts Payable
Created by Supplier Flag	SP_CREATED	VEND_EMPL data in Accounts Payable
Created by Supplier Flag	SP_CREATED	VE_LAB_INFO data in Accounts Payable

Defect 1948029: Costpoint did not automatically delete autoloaded Subcontractor Agreement type purchase order voucher lines with 0 Invoice Ext Amount when you saved the record. This issue occurred when you changed a regular purchase order to a Subcontractor Agreement type purchase order through the Change Purchase Order Type screen.

Defect 1963921: You encountered a system error instead of a validation message when you entered an invalid GovWin IQ Company ID and then clicked the Refresh from IQ button.

Defect 1936054: The Balance Sheet Revaluation Journal did not create a reversal for fiscal year 2023, period 1 when processing the current expenses.

Defect 1939380: In View, Help About (SYMABOUT), the SMB License checkbox label has been changed to Core License.

Defect 1945493: The Migrate Contract Management Activities Toolkit application has been renamed to Migrate Activities Toolkit. This screen and the Manage Leads and Contacts User-Defined Labels screen now display at the fourth level in the menu, under the Contract Management Controls application group:

• CRM & Contracts > Contract Management Controls > Contract Management Controls > Manage Leads and Contacts User-Defined Labels

• CRM & Contracts > Contract Management Controls > Contract Management Controls > Migrate Activities Toolkit

Defect 1943886: When you updated a contract/project modification record on this screen, Costpoint did not update the TIME_STAMP field in the PROJ_MOD table.

Defect 1963914: When you clicked the Refresh from IQ button on this screen, a system error occurred.

Defect 1919673: When rejecting a workflow and sending it back to a specific activity, Costpoint ignored the role filter assigned to a user.

Defect 1933369: When you were in offline mode, you were unable to create a new manufacturing order relief because the application tried to autoload the relief line after saving the loaded record.

Defect 1953374: The Workflow Approval process failed when a workflow was on the line level and the record to be approved had multiple lines.

Defect 1957706: When a job was on hold in the sequential queue, it held the execution of all subsequent jobs. A held job should not have impeded the execution of the next job in the queue.

Defect 1963388: You could not scroll to see more sections or applications in the General Menu.

Defect 1969562: When you rejected a previous activity, a workflow case expired or Costpoint automatically rejected the workflow process. This issue occurred when the workflow approval process was open and idle for a few minutes. When the ongoing process expired or was rejected, you could restart another workflow process for the same record.

Defect 1974021: A "java.lang.NullPointerException." error occurred for some web services in the Web Integration Console after upgrading to Costpoint 8.1.21.

Defect 1957563: The workflow approval email message was not sent to the delegate user as it should have been when you configured automatic delegation in Configure User Preferences.

Defect 1963652: Costpoint now provides better error handling when it cannot insert into SEAT_ASSIGNMENT during the creation of a new user session.

Defect 1964293: Opening some result sets with extensions sometimes failed and you received this error message: "Can't find bind variable extUnitId among public variables of the class."

Defect 1972563: On the DB Instance Credentials screen in the Costpoint Maintenance Release installer, if you entered the username incorrectly and then entered it correctly, the installer did not read it correctly.

Defect 1974161: The Costpoint MR 8.2.2 installer needed to include new web services and extensions for TIPQA to support the upcoming TIP 10.0.0.17 release.

Defect 1951556: When you deleted multiple Engineering Change Notices (ECN) records by using the Select All Rows option, the ECN Pending option in the Parts table did not change back to not selected.

Defect 1945368: When you clicked New, the employee ID of the currently logged-in user was defaulted in the Employee field. When you changed the user ID to a different employee ID, the value in the Employee field did not match the user ID that you specified.

Defect 1932918: When you deleted multiple Engineering Change Notices (ECN) records by using the Select All Rows option, the ECN Pending option in the Parts table did not change back to not selected.

Defect 1946871: When you entered an employee name linked to an active and inactive employee, Costpoint defaulted the active employee, but at the same time you received this error message: "This Employee, Originator Name does not exist or is inactive."

Defect 1951558: When you deleted multiple Engineering Change Notices (ECN) records by using the Select All Rows option, the ECN Pending option in the Parts table did not change back to not selected.

Defect 1944745: The Web Integration Console (WIC) did not work for counts that you set the same quantity as the pre-count quantity.

Defect 1948343: The Cycle Count Schedule did not spread the counts evenly over the date-range parameters, but instead scheduled all counts in the first part of the date range.

Defect 1929586: When you ran the inventory reconcile process with Reconcile Serial/Lot Qty set, Costpoint calculated the incoming inspection location as a negative quantity.

Defect 1937024: When you ran the reconcile inventory balances process on a part, you encountered an error message related to the INVT_WHS_LOC_SR_LT table SRL_LOT_KEY.

Defect 1951487: When you ran Firm Planned Orders, Costpoint added the firmed transfer reservations in the process.

Defect 1960738: When you tried to choose a buyer, sort, or save, you encountered an error.

Defect 1951489: When you changed the dollar amount on the line, the application did not require a re-approval.

Defect 1939970: When you inserted a purchase order (PO) line for a new PO, the PO_HDR.ROWVERSION total was not updated and was instead set back to zero.

Defect 1955211: When you edited the amount on the requisition line, the application doubled the amount in the requisition header total. This issue occurred when you selected the Suppress Cost checkbox on the Manage Users screen.

Defect 1948331: When you tried to close or void a request for quote, you received the following error message: "The Requisition ID/Line No combination does not exist for the Item/Rev or Misc Type."

Defect 1948340: When you approved a requisition, you encountered a Null pointer exception error even though the application completed the approval.

Defect 1951483: When you used the application to update existing part information, the import process changed the existing value in S_PLAN_ORDER_CD to the MRP Settings of the sub part planning order code when you left the column blank in the import file. This issue occurred when you selected the Use Part Planning Order checkbox in Configure Materials Requirements Planning Settings.

Defect 1959154: Costpoint imported parts with descriptions that included prohibited ASCII characters.

Defect 1929589: When you reversed parts to two locations that the parts were originally in, the manufacturing order allowed two reversals of the serial number in both locations.

Defect 1958544: The application message was replaced with a library message, to improve accuracy.

Defect 1947637: When you were in offline mode, you were unable to create a new manufacturing order relief because the application tried to autoload the relief line after saving the loaded record.

Defect 1955776: The application exceeded the maximum allowed number of 20 system errors when you autoloaded nine (9) or more routing lines.

Defect 1726150: When you copied a requirement line and changed the inventory abbreviation, you were unable to split the manufacturing order (MO) requirement lines.

Defect 1951484: You were unable to edit the As of Date for some In Shop manufacturing orders.

Defect 1951106: The application has been updated to remove the setUserEmplId method from the UserSettings class, to prevent the application from causing an issue related to Employee Self-Service (ESS).

Defect 1938541: When you cleared (did not select) the Print Backflush Parts checkbox on the Configure MO Documentation Print Options screen, Costpoint included the backflush parts when you printed the component labels.

Defect 1943935: When you sorted on purchase order (PO) internal notes and saved, you encountered an error.

Defect 1944538: After you copied and pasted rows from an Excel sheet, Costpoint did not recalculate the purchase order (PO) line fields Net Unit Cost and Extended Cost.

Defect 1951488: When you created the release, deleted all the lines, and then pasted new lines from an Excel sheet, the line numbers did not start with one (1).

Defect 1944743: In Web Integration Console (WIC), you encountered a TIPQA integration receiver out error when you loaded the inspection record.

Defect 1939960: When you used a cloned sales order (SO) and you updated the quantity, Costpoint did not recalculate the sales tax correctly.

Defect 1948407: When you clicked the Recalculate button and all the records were loaded, you encountered a performance issue.

Defect 1944744: When you closed a sales order (SO) line for an obsolete part, Costpoint did not delete the reservation.

Defect 1933403: Intracompany Work Assignments is the new name for the application that was previously called Manage Work Assignments. Related references have also been updated.

Defect 1963633: The Employee Maximum and Employer Maximum fields should be enabled when the Plan Year field is populated. The Employee Minimum Amount field should only be enabled if there are no employee elections records for the plan year.

Defect 1963639: The Maximum Amount field should be enabled if the Plan Year field is populated. The Minimum Amount field should be disabled if there are no employee elections for the plan year.

Defect 1583447: When the Vendor ID already existed, the application did not generate a warning message to inform you that the existing vendor will not be linked to the employee. In addition, the application generated a “Truncated.” warning message for the Vendor Short Name field, even if the vendor record was not linked to the employee.

Defect 1893053: The performance of the Import Employee Data application has been improved when processing large volumes of employees.

Defect 1921821: When you uploaded a file, you received the following critical system error: "The MERGE statement attempted to update or delete the same row more than once. This happens when a target row matches more than one source row. A MERGE statement cannot UPDATE/DELETE the same row of the target table multiple times. Refine the ON clause to ensure a target row matches at most one source row, or use the GROUP BY clause to group the source rows."

As a workaround, you can:

1. Identify the employee who has the specified scenario.

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

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

4. Upload the amended original file.

Defect 1972658: When you imported new employees, the screen displayed an error indicating that you exceeded the maximum number of employees based on your license. This issue occurred even if you had not exceeded your license. The count for new active employees in the import was incorrect.

Defect 1923329: When no Accrued Salaries Account existed on the Configure Labor Settings screen and you clicked the Salary Details subtask, no error message displayed. However, if you clicked another subtask, you encountered a critical system error.

Defect 1953385: The Print Electronic W-4 Report screen was not available unless an administrator added the Print Electronic W-4 Report screen to the user’s application rights on the Manage Users screen.

Defect 1948166: The application incorrectly transferred job templates with a Pending status to Deltek Talent Management.

Defect 1965840: The Federal Form W-4 Revision Year on the Manage Employee Taxes screen was not updated from 2019 to 2020 or greater after employees signed the Form W-4 on the ESS Federal Withholding screen.

Defect 1544652: The application generated a union cash fringe timesheet line, but it did not populate the following columns on the TS_LN table:

• FRINGE_CD

• PROJ_ABBRV_CD

• PROJ_ACCT_ABBRV_CD

Defect 1950802: On the Apply Timesheets Adjustments in Batch Mode screen, you can now use the new Exclude original corrected timesheets outside the current TS cycle checkbox to specify whether or not you want to exclude original timesheets from the corrections when running the salary cap calculations.

Defect 1935410: When you entered a 12-character Employee ID, the following error displayed: “The following field does not allow more than 11 characters: Starting Employee.” This issue occurred even when you entered 12 in the Employee ID Length field on the Corporate Labor Settings subtask of the Configure Labor Settings screen.

Defect 1956104: The application did not update the LINK cache tables for manufacturing order (MO) links.

Defect 1949333: If you selected the Separate Items by Company checkbox on the Configure Product Definition Settings screen, the application should have exported part data with the correct commodity code description to Manufacturing Execution System (MES).

Defect 1938786: When you select the Use reference dates in correcting and labor-only timesheets checkbox, the application should use the correcting reference date (instead of timesheet date) on correcting timesheets for selecting union profile rates.

Defect 1944882: Incorrect fringe reference keys were assigned when rolling up timesheet lines. As a result, the application used incorrect rates on retroactive timesheets fringe lines.

Defect 1953386: When you encountered the error message, “6 day pay types cannot be excluded from the Salary Cap calculation,” the error highlighted the wrong checkbox.

Defect 1740467: When you ran the Recast Overtime Premium to Timesheet Lines process, the application added new records in the TS_LN_MO (MO Timesheet Line) table instead of updating applicable existing records.

Defect 1951526: The Compute Payroll process included reversing Labor-only timesheets in cases when the timesheets should not be included.

Defect 1955420: When you ran the Compute Payroll process, no records were created on the Manage Payroll Records screen.

Defect 1964598: When you attempted to print paychecks for V and W records, you received a system error.

Defect 1946622: When you modified an existing parameter and then ran the process without saving the parameter, the process completed but the screen stopped responding.

Defect 1950307: The User Maintenance Migration application has been removed.

Defect 1950309: The Indirect subtask has been removed.

Defect 1950297: The Home Org ID and License Type columns have been removed. To indicate that the corresponding user receives a full license, you now select the Active checkbox.

Defect 1969371: Revenue account validation has been removed from the process of converting a new business budget to a project budget.

Defect 1950798: Fixed revenue was not recognized when you created a budget.

Defect 1969358: Excluded project users were still able to select a project to create a new business budget.

Defect 1955823: The Time Collection Reports application group has been renamed Supplemental Reports.

The following applications are now under the Supplemental Reports group:

• Time Collection Hours

• Time Collection Hours - Range

• Org Job Summary

• Revenue Summary Report

• Pending Details by Org

Defect 1943398: The Budgeted Org option has been removed from the Organization Type section.

Defect 1940048: The Create Top Level Outlook application has been renamed Create Top Level Budget / Outlook.

Defect 1946888: The Purchase Commitment Detail application has been renamed Pending Details by Org.

Defect 1945859: When you selected Balance Sheet, the beginning account balances did not display in the Profit and Loss reports.

This issue also affected the following applications:

• Profit and Loss by Organization

• Profit and Loss by Project

Defect 1950179: Duplicate FTE records were created during the Outlooks upload process.

Defect 1967420: A user who had security access to a budget, but who was not authorized as an approver, was able to approve the budget.

Defect 1969689: The EAPP_LOG table has been removed from the data dictionary.

Defect 1944135: The following top-level reports have been renamed.

• Direct Project Cost Categories: This report is now named Project Cost Categories.

• Direct Project Cost: This report is now named Project Cost.

Defect 1950710: The report (PPA14) included actuals with burden only.

Defect 1945630: You were unable to run PSR in current period projects with future PoPs.

Defect 1950675: The Labor Detail subtask did not display the records for the Labor Cost line that you selected.

Defect 1922026: Planning did not include certain revenue calculations. To correct this, the Revenue Type lookup on the Revenue Setup/Ceilings » Revenue Setup subtask was updated to include the following revenue types:

• CMIR: Labor Cost times Multiplier plus Non-labor times Multiplier (Hours)  

• COSTIMR: Labor Cost times Multiplier Plus Non-Labor times Multiplier (Cost)  

• RSMNLM: Rate Schedule times Multiplier Plus Non-labor times Multiplier

For more information, see the online Help for the Manage Revenue screen (Projects » Project Setup).

Defect 1930460: A service center was not calculating revenue in Planning.

Defect 1947358: Transactions with zero record values did not display in EREPORT_PROJ_DETAILS.

Defect 1963722: The Budget Resource Planning application has been renamed Resource Planning.

Defect 1943880: When vendor hours existed in a record without a vendor employee ID, the vendor hours were included twice on stand-alone retroactive bills.

As a workaround, you can edit billing amounts on the Manage Standard Bills screen.

Defect 1957705: When you copied and pasted data from Microsoft Excel into the Project Product Billing Lines table window, a system error occurred if you only copied and pasted a few of the line columns.

As a workaround, copy and paste all columns from the spreadsheet into the table window.

Defect 1955255: This application allowed posting of manual bills using a subperiod with a status of Not Available.

Defect 1931493: Burden on unallowable direct cost was reported in the Unbilled Amounts column on the Billing Worksheet.

Defect 1945620: When both labor and non-labor cost fee overrides exist, Costpoint incorrectly calculated the fee amount.

Defect 1944654: Performance enhancements have been completed for this application, to improve runtime.

Defect 1927703: The LAST_KEY of the SEQ_GENERATOR table for PY_PROJ_LAB_HS.ID_COL did not match the ID_COL of the PY_PROJ_LAB_HS table, which can result in an arithmetic overflow error.

As a workaround, you can update the ID_COL of SEQ_GENERATOR to match the ID_COL of PY_PROJ_LAB_HS.

Defect 1931491: The application took longer than expected to print the Project Status Report.

As a workaround, clear the Suppress If No Year-To-Date Activity checkbox before running the screen.

Defect 1957703: When the opportunity ID on a project does not exist in your Costpoint database, the application did not default the Date Edit value correctly in Time & Expense. 

As a workaround, do not load data through the backdoor or through the Web Interface Console (WIC). Add the opportunity ID to Costpoint first. 

Defect 1934969: Costpoint now displays a message whenever you change your selection for the ITDCPFC - Other Fee on Revenue Level checkbox on this screen. This message informs you that selecting or clearing the checkbox will clear the other fee information in the PROJ_SUM table for the fiscal year indicated on the screen, and will also affect the PROJ_REV_SETUP_ADT table when the revenue information is updated.

Defect 1945792: This issue applies if you have the Multicurrency feature enabled. After you approved work assignment invoices in the Approve Subcontractor Invoices application, the Debit Running Balance was overstated by 0.01 in the Manage Journal Entries application.

Defect 1890602: The Contract Brief report in Team Content » CRM & Contracts displayed the group box label as Secondary Contract Type instead of Secondary Project Type.

Defect 1908215: The Indented Bill of Material report in Team Content » Manufacturing in Costpoint Business Intelligence displayed inaccurate data for subassemblies, even when you selected the Multiply Out Subassembly Quantities option. As a workaround, use the Print Indented Bills of Material Report in Materials » Bills of Material » Bills of Material Reports/Inquiries in Costpoint.

Defect 1930313: Some English names are missing in the Contracts model, specifically the fields in Opportunities » OCI Info » OCI Document and Opportunities » OCI Info » Other Info.

Defect 1950880: You encountered errors in the dashparts found in the following dashboards:

• Executive Dashboard outside the Smart AI folder

• Executive Dashboard – Current vs Prior Year (GL)

• Org Mgr Planning Performance Analytics

• PM Planning Performance Analytics – Current Period and As of Date

• Resource Mgmt Dashboard – Actual Util and FTE, Current Period and As of Date

Defect 1950995: This issue applies if you use an Oracle database. You could not refresh the Resource Management Data Set.

Defect 1951032: This issue applies if you use an Oracle database. When you ran the Balance Sheet and Income Statement (Report View), located in the Executive folder, errors occurred.

Defect 1951055: This issue applies if you use an Oracle database. When you ran the Project Progress by Role report located in Team Content » Projects, an error occurred.

Defect 1956278: When you selected a line from the table on the right-hand side, the summary dashparts on the Turnover tab of the HR Management dashboard did not display the expected results. The HR Management dashboard is found in Company Content » Smart AI » People » Human Resources.

Defect 1967981: This issue applies if you use an Oracle database. You could not refresh the Planning Projects Data Set in Company Content » Smart AI » Data Sets.

Defect 1972548: The Manage BI Menu Content (BIMENUCON) could not be viewed by user groups who were assigned access to BI Controls (DC). As a workaround, manually add application rights to BIMENUCON for the affected user group through the Manage User Groups (SYMGRP) screen,

Defect 1964110: When the initiator delegated a task, Costpoint sent a notification email to the approver, only, instead of sending notification emails to both the initiator and the approver.

Defect 1957520: The charge approval task displayed all project managers instead of displaying only the project manager assigned to the task.

Defect 1971310: When you submitted an expense authorization, you received a warning in the workflow indicating that the attachments you added were not linked to the attachment task.

Defect 1958790: When you configured the Org ID for a project charge to default to a user-defined value, that value did not automatically populate when the project charge was selected on the Charge Allocations Under Ceiling tab.

Defect 1959056: For the lodging expense type, when you entered a value in the Unallowable field and exported the expense, the field was not displayed.

Defect 1968439: If you selected an outstanding credit card expense and then changed the expense type to one that allowed you to edit the date, it was not apparent that the credit card expense was no longer selected.

Defect 1971276: When you submitted an expense report, you received a warning in the workflow indicating that the attachments you added were not linked to the attachment task.

Defect 1946506: When a supervisor removed an attachment from an expense report, an error occurred, stating that the record could not be deleted because dependent data existed.

Defect 1958897: The task to replace the approval of a timesheet was not generated after you exported it.

Defect 1928708: When you were running Rebuild Leave, employees were able to access timesheets that were being processed.

Defect 1937984: When you copied a timesheet line, the charge codes on the new line did not retain the original attributes.

Defect 1958789: After you added a charge that included a default ID value for UDT07, the ID was not retained after you reselected it using Lookup.

Defect 1961815: If you selected an outstanding credit card expense and then changed the expense type to one that allowed you to edit the date, it was not apparent that the credit card expense was no longer selected.

 

Affected Applications	Defect No.
Manage/Approve Timesheets	1961816

Defect 1976851: When you linked UDT02 with UDT07 (link 27) and modified the PLC (UDT07) description, the Lookup still displayed the older description.