Calculation of Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC

Costpoint now automatically calculates Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC. 

In the previous process, you must manually enter a negative amount for voucher lines which correspond to federal withholding tax, but the negative amounts are not included when calculating the amount for Box 4 of Forms 1099-NEC and 1099-MISC. You must then manually convert the negative amount to a positive amount on the Edit 1099 Information screen for the federal withholding tax to be correctly calculated when you print Forms 1099-NEC and 1099-MISC.

To simplify this process and eliminate manual adjustment, the Create 1099 Information screen has been updated to automatically process and calculate federal withholding tax amounts, and the Print/Create 1099s and Magnetic Media screen has been updated to automatically convert the negative federal withholding tax amounts and display them as positive values when you print 1099 forms or create magnetic media files.

The new 1099 Type, FEDMIS, has also been added to multiple screens for easier identification and tracking of miscellaneous federal withholding tax, while the existing FED type remains for non-employee compensation federal withholding tax.

The following Accounting screens have been updated to support these enhancements.

 

Manage Vendors (APMVEND)

In the 1099s group box, the Print 1099-MISC Form has been renamed to Print 1099 Form, and the new FEDMIS option has been added to the Type drop-down list. 

 

Manage Accounts Payable Vouchers (APMVCHR)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Purchase Order Vouchers (POMPOVCH)

On the Account Distribution subtask, the new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Vendor History (APMVENDH)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Voucher Line table window.

 

Create 1099 Information (APP1099C)

This screen has been updated to automatically process and calculate federal withholding tax and include them in 1099 reports and printed forms, and to include partial payments, voided or reissued checks, and voucher discounts when calculating the Total 1099 Amount and Total Taxable Amount for the Taxable Entity or Pay Vendor, and Calendar Year you entered.

 

Edit 1099 Information (APM1099)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Edit 1099 Information Detail table window.

 

Print 1099 Edit Report (APR1099E)

This screen has been updated to display the following information on the 1099 Edit Report:

• Total Amount Paid for <Pay Vendor>: This is the total 1099 amount paid by the Taxable Entity to a specific vendor minus federal withholding taxes (FED and FEDMIS amounts).

• Total Federal WH Amount: This is the sum of the amounts under the FED and FEDMIS 1099 types. This field always displays on the report even if the amounts are below the 1099 box threshold and the Include Vendors where payments are below the reportable amount checkbox is cleared. However, this field does not display if the FED or FEDMIS amount is zero. If you selected Taxable Entity as the sorting method, a single Total Federal WH Amount displays for the Taxable Entity. If you selected Pay Vendor, the Total Federal WH Amount for each Pay Vendor displays on the report.

• Total Taxable Amount: This is the total amount paid for all 1099 types including FED and FEDMIS amounts.

 

Print/Create 1099s and Magnetic Media (APR1099)

When you print 1099s or create magnetic media, Costpoint now uses either the FED or FEDMIS code to populate the 1099 forms or magnetic media, depending on the other options you select. In addition, you can no longer print or create 1099 magnetic media using the old formats and calculation method for calendar years prior to 2023.

The following updates have been applied to the 1099 Types to Include group box to support the new 1099 calculation process when you create a magnetic media with a File Code of NE in the Issuer ‘A’ Record:

• If you select Non-Employee Compensation, Costpoint uses the FED (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record and populates positions 70-87 of Record C with the sum of the amounts in positions 91-102 of the B (Payee) Record.

• If you select All Other Types, Costpoint uses the FEDMIS (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record and populates positions 70-87 of Record C with the sum of the amounts in positions 91-102 of the B (Payee) Record.

The following updates have also been applied to the Print Format group box to support the new 1099 calculation process when you print 1099s:

• If you select 1099-MISC Standard or 1099-MISC Self-Mailer, Costpoint uses the FEDMIS (Federal Income Tax Withholding) code to populate Box 4 of Form 1099-MISC.

• If you select 1099-NEC or 1099-NEC Self-Mailer, Costpoint uses the FED (Federal Income Tax Withholding) code to populate Box 4 of Form 1099-NEC.

Florida Reemployment Tax Electronic Filing - XML Based on 2023 Version 1.2 Schema

Costpoint now supports Florida’s updated Reemployment Tax XML package, which includes the following changes:

• A new amended reason “56 - Employee Eligibility Certification” for Filing Action Reason has been added.

• E-Verify Name and E-Verify Date are now required if E-Verify is included.

The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.

Note: For more information, refer to:

• Software Developer Information and Specifications

• Reemployment Tax XML Package (ZIP archive) - Includes XML schema, XPath, guide, and test files for Forms RT-6 and RT-8A: https://floridarevenue.com/taxes/Documents/flRtXmlPkg.zip

Washington Paid Family and Medical Leave & WA Cares Fund Reporting

The WA Cares Fund is a new program that gives working Washingtonians access to long-term care coverage when they need it. Workers contribute 0.58% of each paycheck during their working years to be able to access a $36,500 lifetime benefit (adjusted annually for inflation) that can help pay for long-term care services when needed. Workers begin contributing to WA Cares on July 1, 2023, and benefits become available July 1, 2026. To use your benefit, you must meet a contribution requirement as well as a care need requirement.

The Employment Security Department also released the new (v8) CSV (comma-separated value) file specifications and templates. The new file format now includes a field for date of birth. It also added the requirement to not include employees who have zero hours and zero wages.

In relation to state updates, employers are now required to:

• Submit electronic files containing the combined quarterly wage data of Washington PFML and WA Cares beginning October 2023.

• Submit quarterly reporting information for the waived employee for PFML.

Warning: Washington Paid Family & Medical Leave must be set up on either the Manage Deductions screen or the Manage Local Taxes screen, but not on both.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

The application now has the option to generate a quarterly file for Washington PFML and WA Cares.

• Washington was added to the State drop-down list.

• A wage report titled “Washington Paid Family & Medical Leave and WA Cares Report” was added.

• The generated wage file for Washington is in CSV format.

 

Print Washington State Paid Family & Medical Leave Report (LDRPFML)

The application can now report PFML wages from local taxes and include PFML waived employees.

• The source of wages in the report was updated to use either the employee earnings gross amount or the local tax subject wages amount.

• The total hours worked is now based on the hours worked in Washington (SUTA State is WA).

• The report header was renamed from “Gross Wages” to “Total Wages”.

• The source of employee premium is now either the WA PFML local withholding amount or WAPFML deduction amount.

• The report excludes employees with zero total hours worked, zero wages, and zero employee premium.

The Compute/Post Unrealized Gains/Losses screen now allows multiple users to print or preview the Unrealized Gains/Losses Report 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 Unrealized Gains/Losses 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. 

Use the Print and Compute/Post Unrealized Gains/Losses option going forward. (The Compute/Post Unrealized Gains/Losses option is no longer available.)

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

For mobile devices, you can now make your camera the default source by selecting Set Camera as the Default Source on mobile devices in the Manage Application/Content Links application.

The Migrate Activities Toolkit application was created to help clients migrate their activity records from the old database table to the new table in Costpoint 8.1. Since the old table does not exist in Costpoint 8.2, this toolkit has been de-supported in Costpoint 8.2.

The North American Industry Classification System (NAICS) is the standard used to classify businesses and industries for various purposes such as government reporting, statistical analysis, and market research.

NAICS codes are updated once every five years to reflect the changes in the North American economy, with latest updates released in 2022 (see 2022 NAICS Code Changes).

In line with these changes, Deltek provides you a file that you can copy/paste into the Manage NAICS Codes (CTMNAICS) screen and add new NAICS codes to Costpoint. This file includes codes from the Table of Size Standards (https://www.sba.gov/document/support-table-size-standards) with effectivity date of March 17, 2023. For the step-by-step instructions, see the following article:

KB Article 114385

Note: The import instructions apply only if you are in Costpoint 8.2.4 or higher.

If you have not yet upgraded to Costpoint 8.2.4 but want to add the new NAICS codes to your Costpoint database, you will need to perform these extra steps before copying the records:

• Remove the new columns from the file.

• Ensure that the columns in the file are in same order as the columns in Manage NAICS Codes.

This feature also adds an effective date to the NAICS code library in Costpoint so that historical records remain intact with the correct information. This can help you accurately classify your business and activities and ensure that you are properly represented in industry data and reports.

Several other updates have been made to Costpoint applications for this enhancement. These are described in the following sections.

 

Manage NAICS Codes (CTMNAICS)

Two fields have been added to this screen:

• Effective Date: Enter or select the effective date for the NAICS code.

For codes added through the import file from KB Article 114385, this field is populated with a date of 3/17/2023.

If you change the effective date of an existing record and then save the record, Costpoint displays a message informing you that this action will not update the NAICS code effective date in existing records in vendors, opportunities, contracts, subcontracts, or purchase orders.

A unique record is determined by the NAICS Code and Effective Date combination. You can have multiple records with the same NAICS Code value on this screen as long as they have different effective dates. Similarly, you can have different NAICS Code values with the same effective date.

• NAICS Notes: Enter notes relevant to the NAICS code in this field.

If the NAICS code is added to Costpoint through the Import GovWin IQ Data process, Costpoint populates this field with the following statement to indicate where the record came from and the date it was imported: “NAICS imported from GovWin IQ on <Date Imported>.”

Both these fields can be left blank.

 

Manage Opportunities (CTMOPP)

Effective Date fields have been added next to the NAICS (primary) and NAICS (supporting) fields on the Status tab of this screen. These fields default to the effective date of the NAICS code selected. If a NAICS code is associated with multiple effective dates, you can use this field to select the record with the desired effective date.

The Subcontractor Plan subtask on the RFP Info tab has also been modified to include the new NAICS Effective Date field.

The lookup of the NAICS (primary) and NAICS (supporting) fields has been updated as well to include the following information:

• Effective Date

• SBA Size Standard (million USD)

• SBA Size Standard (Number of Employees)

 

Manage Contracts (CTMCNTR)

On the Classification tab, Effective Date fields have also been added next to the NAICS (primary) and NAICS (supporting) fields. If an opportunity is linked to a contract record, values in the NAICS (primary), NAICS (supporting), and Effective Date fields default from the opportunity record if the corresponding fields in the contract record are blank. If the contract fields are not blank, Costpoint will not overwrite the existing values, The NAICS code selected can be replaced, but the description and effective date of the NAICS code cannot be edited on this screen.

The Subcontractor Plan subtask on the Classification tab has also been modified to include the new NAICS Effective Date field. When an opportunity is linked to a contract, the value in this field defaults from the opportunity’s Subcontractor Plan subtask value if the contract field is blank. If the contract field is not blank, Costpoint will not overwrite the existing value.

Similar to Manage Opportunities, the lookup of the NAICS (primary) and NAICS (supporting) fields has been updated to include additional information.

 

Manage Subcontracts (CTMSBCNTR)

The same Effective Date fields are now available on the Subcontract Info tab of this screen. If the subcontract is associated with a contract record, the NAICS (primary), NAICS (supporting), and Effective Date values from the contract record will default in the subcontract record if the corresponding fields in the subcontract record are blank. If the subcontract fields are not blank, Costpoint will not overwrite the existing values. The NAICS code selected can be replaced, but the description and effective date of the NAICS code cannot be edited on this screen.

The Effective Date fields are enabled only on new records and read-only for existing records.

The lookup of the NAICS (primary) and NAICS (supporting) fields now also displays additional details about the NAICS code.

 

Manage Vendors (APMVEND)

To support the 2022 NAICS updates, various enhancements have been applied to the NAICS table window of the Vendor Classification subtask.

You can now use the new Effective Date field to enter or select the effective date for the NAICS code.

The lookup of the NAICS Code field also displays added information, which include NAICS Effective Date, SBA Size Standard (million USD), and SBA Size Standard (Number of Employees).

In addition, the new Large Business checkbox has been added to enable you to specify if your business size exceeds the NAICS code standard for small businesses, and the Notes field has also been updated to allow you to enter up to 4,000 characters.

 

Import GovWin IQ Vendor Data (APPIQVEN)

When you import vendor data from GovWin IQ and the vendor data contains a NAICS code that does not exist in Costpoint, the Import GovWin IQ Vendor Data screen creates a new record for that NAICS code on the Manage NAICS Codes screen and on the NAICS table window of the Vendor Classification subtask on the Manage Vendors screen.

However, since GovWin IQ does not store the effective date of NAICS codes, the Effective Date of the new NAICS code in Costpoint is set to the import date, and the note “NAICS imported from GovWin IQ on [YYYY-MM-DD].” Is inserted in the Notes field of the new NAICS code record.

 

Import Items (AOPITEM), Import Purchase Requisitions (AOPRQPP), Import Purchase Orders (AOPUTLPO)

A new field, NAICS effective date (NAICS_EFF_DT), has been added to the input file. This loads the NAICS code effective date.

 

Manage NAICS Code (PDMNAICS)

You can now enter the effective date of the NAICS Code using the new Effective Date field on the screen.

If the effective date of an existing NAICS code record is changed in Manage NAICS Codes (CTMNAICS), the new effective date will not apply to existing records in vendors, opportunities, contracts, subcontracts, or purchase orders. 

Note: If you are in Costpoint 8.2.4 or higher, you can import a file into this screen and add new NAICS codes to your Costpoint database. This file contains codes from the Table of Size Standards (https://www.sba.gov/document/support-table-size-standards) with an effectivity date of March 17, 2023. Instructions are detailed in the following article: KB Article 114385.

 

Load NAICS Code (PDPNAICS)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the NAICS code record.

In addition, when you populate the NAICS code using the utility, the NAICS code and effective date will be populated depending on the selected source:

• Industry Class: Costpoint loads the active NAICS code and the latest NAICS effective date corresponding to the item industry class code linked to the item/provisional part/misc. line charge. If the industry class code is not available for a particular item and rev/provisional part/misc. line charge, or if the NAICS code and NAICS effective date linked to the industry class code for that record is invalid or inactive, then the NAICS code and NAICS effective date will not be populated.

• Commodity Code: Costpoint loads the active NAICS code and NAICS effective date corresponding to the commodity code linked to the item/provisional part. If a particular item/rev/provisional part does not have a specified commodity code, or the NAICS code and NAICS effective date associated with the commodity code is currently invalid or inactive, then the NAICS code and NAICS effective date will not be populated.

• Line Charge type lines will not be updated with this option since there is no commodity code associated for line charge types.

• Other: Costpoint loads the NAICS code and the effective date as you specified on the screen.

 

Manage Parts (PDMPART)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

The same changes apply to the following screens:

• Manage Goods (PDMGOODS)

• Manage Services (PDMSERV)

• Manage Provisional Parts (PDMPRPT)

• Manage Proposal Bills of Material (MEMPBOM)

• Manage Proposals (MEMPROP)

• Manage Commodity Codes (PDMCOMCD)

• Manage Engineering Bills of Material (BMMEBOM1)

• Release Engineering Bills of Material (BMMEBOM2)

• Manage Line Charge Types (POMLCHRG)

• Manage Purchase Order Header Information (PPMPOHDR)

• Manage Proposal Bills of Material (MEMPBOM)

• Manage Proposals (MEMPROP)

• Expedite Purchase Orders (POMEXPD)

• Manage Vendor Returns (RCMRTRN)

 

Manage Purchase Orders (POMMAIN)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

For the PO Header, the NAICS effective date will be loaded from a vendor record if the NAICS code is linked to a vendor. However, if the NAICS code on the PO header is not linked to a PO vendor, then Costpoint will load the latest and active effective date for that NAICS code.

The application now defaults the active and latest NAICS code and effective date based on the item or the miscellaneous charge on the PO line. If the NAICS code and NAICS effective date linked to the item or misc. charge is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Manage Purchase Order Header Information (PPMPOHDR)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only an active effective date for the NAICS code is allowed to be manually entered/updated.

 

Create Purchase Order Change Orders (POMCHNG)

The application copies/loads the active NAICS code and effective date combination from the original record. If the effective date in the original record is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

The same changes apply to the following screens:

• Copy Bills of Material (BMPCOPY)

• Apply Engineering Change Notices (ECPINECN)

 

Manage Simple Purchase Requisitions (PPMQREQ)

The application now defaults the active and latest NAICS code and effective date based on the item or the miscellaneous charge on the requisition line. If the NAICS code and NAICS effective date linked to the item or miscellaneous is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Manage Purchase Requisitions (PPMNTRQ1)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only the active effective date for the NAICS code is allowed to be manually entered/updated.

 

Apply PO Info to Purchase Requisitions (PPMNTRQ2), Apply PO Info to Purchase Requisitions by Line (PPMRQLN)

A new field, NAICS Eff. Date, has been added to the Assign PO and Assign PO - Combine screens to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective dates. Only the active effective date for the NAICS code is allowed to be manually entered/updated.

 

Create Purchase Orders (PPPGPO)

The application copies/loads the active NAICS code and effective date combination from the original record. If the effective date in the original record is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

 

Convert Provisional Parts to Standard Parts (PDPCONV)

A new field, NAICS Eff. Date, has been added to the screen to display the effectivity date of the NAICS code description linked to the record. In addition, the Lookup screen now includes active NAICS effective date. Only the latest and active effective date for the NAICS code is allowed to be manually entered/updated.

 

Compute Material Requirements (PCPMRR)

The application now defaults the active and latest NAICS code and effective date based on the item or the misc. charge on the requisition line. If the NAICS Code and NAICS effective date linked to the item or misc. charge is inactive or invalid, but there are other active effective dates for the NAICS code, Costpoint will use the latest active effective date for the NAICS code.

The same changes apply to the following screens:

• Create Purchase Requisitions from Sales Orders (OEPGRQ)

• Firm Materials Requirements Planning Planned Orders (MRPFPO)

• Firm Master Production Schedule Planned Orders (MSPFPO)

• Print Inventory Reorder Report (INPREORD)

 

Create Blanket Purchase Order Releases (POMRELS)

When you create purchase order (PO) releases, Costpoint now includes the active NAICS code for the PO header and PO line.

 

Archive Purchase Orders (POPARCH)

The application archives the NAICS code effective date when you archive the purchase order.

Subcontract closeout occurs when all subcontracting obligations are met, all disputes are settled, and the final payment has been made. It involves finalizing the necessary activities and documentation related to the subcontract to ensure that all the required work has been completed.

As closing a subcontract agreement is an essential part of the subcontracting process, Costpoint now provides you a way to define a configurable subcontract closeout checklist to help you make sure that all items have been reviewed and completed. You will be able to customize your closeout task descriptions and even structure them as questions. You can create multiple closeout formats with varied closeout tasks, depending on the complexity and requirements of the contract type.

This feature will assist you in simplifying the closeout process and track the information needed to close the subcontract in a timelier manner. Two new applications have been created and a new tab has been added to the Manage Subcontracts screen for this enhancement.

 

Manage Subcontract Closeout Descriptions (CTMSCOD)

Use this new screen to view, create, or maintain subcontract closeout descriptions, tasks, or activities that need to be completed when the subcontract closeout is performed.

There are 10 system-defined closeout codes that automatically display on this screen.

Closeout Code	Description
CODESC_00000001	Project Complete
CODESC_00000002	Review of Customer/Government Property
CODESC_00000003	All Mods Executed
CODESC_00000004	Review of Classified Documents
CODESC_00000005	Financial reconciliation Complete
CODESC_00000006	Incurred Cost Submission
CODESC_00000007	Rate Audit Complete
CODESC_00000008	Final Invoice submitted
CODESC_00000009	Final Invoice Paid
CODESC_00000010	Closeout Package Sent

You can also create your own closeout descriptions and even frame them as questions to help you better check or customize your list of subcontract closeout tasks.

Both system- and user-defined closeout codes can be assigned to subcontract closeout formats on the Manage Subcontract Closeout Formats screen, given the code’s Show in Lookup checkbox is selected. Note that once a user-defined closeout code is assigned to a format, you will no longer be able to delete it. Costpoint-defined codes cannot be deleted whether or not they are assigned to a format.

Similarly, descriptions of both system- and user-defined codes can be modified only if the codes have not yet been assigned to a closeout format.

To access this application, go to CRM & Contracts » Contract Management Controls » Contracts/Subcontracts Controls » Manage Subcontract Closeout Descriptions.

 

Manage Subcontract Closeout Formats (CTMSCOFRM)

This new screen allows you to define a format or checklist of tasks, activities, and other information needed for subcontract closeout. You can customize each format depending on the requirements of the contract type.

One Costpoint-defined format (SUB_CO_0001) defaults on this screen, but you can enter additional format records.

In each closeout format, you have to assign at least one closeout code/description before you can save the format record. Up to 10 closeout descriptions can be assigned to a format.

Any closeout format with the Show in Lookup checkbox selected on this screen will be available for selection on the Subcontract Closeout tab of the Manage Subcontracts screen. When you select the closeout format on that tab, the closeout descriptions assigned to the format will display in the Closeout Checklist group box on that tab.

Once a user-defined format is assigned to a subcontract record, you will not be able to delete it. The Costpoint-defined SUB_CO_0001 closeout format also cannot be deleted whether or not it has been used in a subcontract. For both system- and user-defined formats, the description can be edited only if the format has not been associated with a subcontract.

You can open this new screen by clicking CRM & Contracts » Contract Management Controls » Contracts/Subcontracts Controls » Manage Subcontract Closeout Formats.

 

Manage Subcontracts (CTMSBCNTR)

The Subcontract Closeout tab, which enables you to track and complete the closeout tasks and activities associated with the subcontract, has been added to this application.

Some of the actions you can do on this tab include the following:

• Assign a closeout format to the subcontract. Only one closeout format can be linked to a subcontract record. Once you selected a format, the closeout tasks or descriptions for the format will be loaded on the screen.

• Assign a task to an employee.

• Add notes relevant to the task.

• Notify the employee assigned to a task. An email will be sent to the employee, with details about the task and a link to the associated subcontract ID.

• View the date the assigned employee was last notified. This information is automatically updated when you use the Notify functionality provided that an email address has been linked to the employee ID. You can also manually update the last notified date.

• Mark the tasks as Completed or not. Valid Completed options are Yes, No, and N/A.

• Specify the date the task has been completed.

• Enter information on disposition of classified materials, patents, or government property and other notes or issues.

• Signify that all tasks under the subcontract have been completed and accepted by the subcontractor.

• Indicate the signoff date and the employee responsible for the signoff.

 

New Database Tables

The following database tables have been created to store data for the new screens and the new tab:

• SUBCNTR_CO_DESC: This stores subcontract closeout description information.

• SUBCNTR_CO_FORMAT: This stores subcontract closeout format information.

• SUBCNTR_CO: This stores subcontract closeout information by subcontract ID.

Previously, when you launched Costpoint mobile/PWA for the first time, you were prompted to enter the URL of your Costpoint login page. Costpoint now prompts you to accept the Terms and Use of Service upon initial launch. After you accept the terms, you can enter the Costpoint URL to go to the login page or use the new Scan Mobile QR Code option to scan the QR code on the Costpoint Web login page and automatically go to the login screen on your mobile device.  

When you click Attach on the Application Toolbar and use Camera as the source to attach a document to a record, you can now change the name that Costpoint provides for the document in the File Name field on the Choose File screen.

Costpoint PWA is now equipped with a new Left Navigation menu for an improved navigation experience. Tap the Collapse/Hide Menu icon at the top-left corner of the screen to access the following menu components:

• Search bar

• My Menu

• Browse Applications

• Open Applications

• Recent Activity

On the Left Navigation menu, you can also access User Preferences and Costpoint documentation, as well as select a company and log out of Costpoint.

The Global Menu in Costpoint PWA was moved to the top-right corner of the screen. Tap the three dots to access Offline Mode, Voice (microphone), and the File, Line, Options, Process, and Help menus.

This enhancement allows you to use Material Requirements Planning (MRP) to plan substitute parts before the original parts, and to also use on-hand inventory before supply orders.

 

Update Materials Requirements Plan (MRPMRP)

The application has been updated so that when the Planning Order option under Substitute Part Planning Options in Configure Materials Requirements Planning Settings is set to Substitute Parts Across Projects (SP) or Substitute/Original Part in Demand Project (SO), MRP looks at the part substitutes first before looking at original parts. If the new Use Available Inventory First checkbox is selected, the part planning order will use up the on-hand inventory first before using the supply orders for any of the setting selections under the Planning Order drop-down option.

 

Update Master Production Schedules (MSPMPS)

The application has been updated to use the same Update Material Requirements Plan screen logic/process.

You can now save the NAICS Size Standards on the purchase order (PO) header and print the PO header business size and size standards on the PO regardless of the vendor size. This allows the vendor to see their business size and understand the size standards that qualify them for that size. 

 

Configure Purchase Order Print Options (POMPOPTS)

Two new checkboxes have been added to the screen.

• Print NAICS SBA Size Std. for All Bus. Size: Select this checkbox to print the SBA size standard linked to the PO header NAICS code regardless of the vendor’s business size. 

• Print NAICS Code: Select this checkbox to print the NAICS code when you print the purchase order (PO) and/or PO change orders. This checkbox setting will also default on the Print Purchase Orders and Print Purchase Order Change Orders screen.

 

Manage Purchase Orders (POMMAIN) 

Several fields and checkboxes have been added to the screen. 

• NAICS Eff. Date: This field displays the effectivity date of the NAICS code. (Header and Line)

• SBA Std Size (M USD): This field displays the NAICS SBA size standard in million US dollars regardless of the vendor’s size for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

• SBA Std Size (# of Emp): This field displays the NAICS SBA size standard by the number of employees regardless of the vendor’s size for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

 

Print Purchase Orders (PORPPO) 

The following are the changes to the printing of reports:

• The Print NAICS Code default will now be retrieved from the Configure Purchase Order Print Options screen.

• If you select Print NAICS Code and Print NAICS SBA Size Std. for All Bus. Size on the Configure Purchase Order Print Options screen, then the NAICS code along with the associated SBA size standard information and business size will be printed only on the PO even if the business is not small.

• If you select Print NAICS Code but not the Print NAICS SBA Size Std. for All Bus. Size option on the Configure Purchase Order Print Options screen, then the NAICS code along with the associated SBA size standard information and business size will be printed only on the PO if the PO business is small.

• If there is no SBA size information available for the NAICS code, then Costpoint will not print the SBA size label on the report. If million USD and number of employees - SBA size standard information are both available, both will be printed. If one of the SBA information is blank or zero, then either the SBA Size Standards (M USD) or (1000 EMPL) will be printed on the report.

• The Business Size label should not print on the report if the value is None/Null.

• If the option to print the NAICS code is not selected, neither the NAICS code nor the SBA information will be printed.

The same changes apply to the Print Purchase Order Change Orders (PORPCO) screen.

 

Create Blanket Purchase Order Releases (POMRELS)

When you create PO releases, Costpoint now defaults the Blanket PO’s NAICS Code, Effective Date, and SBA size standard.

 

Create Purchase Order Change Orders (POMCHNG)

The application now copies the NAICS effective date and SBA size standards to the record when you create a change order.

 

Archive Purchase Orders (POPARCH)

The application now copies the NAICS effective date and SBA size standards as part of the archived purchase order.

 

View Purchase Order Status (POQSTAT)

The Vendor Classifications group box has been rearranged to include the following fields:

• SBA Std Size (M USD): This field displays the NAICS SBA size standard in million US dollars for the associated NAICS code selected on this purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

• SBA Std Size (# of Emp): This field displays the NAICS SBA size standard by the number of employees for the associated NAICS code selected on this purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

The same changes apply to the View Purchase Order Change Orders (POQCHNG) screen.

 

Import Purchase Orders (AOPUTLPO) 

When the input file is processed, it defaults the SBA size standard for the NAICS code and effective date on the PO header.

 

Create Purchase Orders (PPPGPO)

When Costpoint loads the NAICS Code from the requisition line to the generated purchase order, it will also load the corresponding NAICS effective date and SBA size standards.  

If the given NAICS code and effective date combination in the original record is currently inactive, but there are other active effective dates for the NAICS code, the latest active effective date will be used. 

 

Set Up Company (SYPCOMP) 

Costpoint will copy the default values from Configure Purchase Order Print Options screen for the SBA Size Standard for all business sizes when setting up a new company. 

 

Manage Vendor Returns (RCMRTRN)

Two new fields have been added to the screen.

• SBA Std Size (M USD): This field displays the NAICS SBA size standard in million US dollars for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

• SBA Std Size (# of Emp): This field displays the NAICS SBA size standard by the number of employees for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed.

In addition, when you create a new purchase order, the application defaults the NAICS SBA Size (M USD and No. of Employees) for the NAICS Code and NAICS Eff Date combination.

The Post Payroll Journal application was updated for employers who direct-charge contributions. If any portion of the contribution is not set to be posted to a project, the non-project required posting account assigned on the Manage Deductions screen should be used. This update addresses scenarios where:

• There are no projects being charged on the timesheet.

• The combination of a negative amount and a positive amount on the same timesheet results in a 0.00 net.

Costpoint now provides HR managers an option to allow or not allow the defaulting of an employee’s User ID and Login ID when new employee records are imported from Deltek Talent Management.

To support this new functionality, a Do not default User ID and Login ID for new employees checkbox was added to the Transfer Talent Management Data screen. You can select this checkbox if you do not wish to create a User ID and Login ID for new employees upon import.

When the Manage System Benefit Types screen was created, it defaulted and disabled the values for the Dependents Allowed and Beneficiaries Required fields for each system benefit type. Costpoint now expands the functionality of the screen by allowing you to change whether beneficiaries were required or not for Travel Insurance and Personal Accident Insurance system benefit types. The checkboxes will be enabled for Travel Insurance and Personal Accident Insurance system benefit types similar to the OTHER 1 - 9 system benefit types.

 

Manage System Benefit Types (HBMSYSBEN)

• The Beneficiaries Required field is now enabled for ACCDNT (Personal Accident Insurance) and TRAVEL (Travel Insurance) system benefit types.

• You can now select both Beneficiaries Required and Dependents Allowed checkboxes at the same time for the ACCDNT system benefit type.

 

Manage Benefit Plans (HBMBPSET)

• The screen enables and selects the Beneficiaries Required checkbox on the Enrollment/Coverage Rules tab for a system benefit type based on the setting on the Manage System Benefit Types screen.

• The screen enables the Dependents Eligible checkbox on the Enrollment/Coverage Rules tab for a system benefit type based on the setting on the Manage System Benefit Types screen.

 

Benefits Enrollment (ESMBENENROLL)

• The Beneficiaries subtask will be displayed for any System Benefit Type that has the Beneficiaries Required checkbox selected on the Manage System Benefit Types screen.

• The Dependents subtask will be displayed for any System Benefit Type that has the Dependents Eligible checkbox selected on the Manage System Benefit Types screen.

 

Life Events/New Hires (ESMLIFEEVENT)

• The Beneficiaries subtask will be displayed for any System Benefit Type that has the Beneficiaries Required checkbox selected on the Manage System Benefit Types screen.

• The Dependents subtask will be displayed for any System Benefit Type that has the Dependents Eligible checkbox selected on the Manage System Benefit Types screen.

When you delete Project/PLC combinations and MO/Routing combinations in Costpoint, those deletion records can now be exported to Shop Floor Time through the Export Project Manufacturing Data application.

To support this functionality, the Export Project Manufacturing Data screen was updated to generate D-Delete action records for deleted Project/PLC links and MO/Routing links.

The U.S. Citizenship and Immigration Services (USCIS) released a new version of Form I-9, Employment Eligibility Verification. Employers must use Form I-9 to verify the identity and employment authorization of their employees.

The Form I-9 changes are:

• The citizenship or immigration status in Section 1 has been renamed to “noncitizen authorized to work". This was “alien authorized to work” in the 2019 edition.

• A checkbox has been added in Section 2 for E-Verify employers to indicate when they have remotely examined Form I-9 documents.

Checkbox Label

Checkbox Information

Check here if you used an alternative procedure authorized by DHS to examine documents

Certain employers who participate in E-Verify are qualified to examine their employee’s documentation remotely by using the optional alternative procedure to physical document examination authorized by the Secretary of DHS. Employers who examine documentation remotely for some employees must offer this option to all employees. To examine your employee’s documentation remotely, you must be enrolled in good standing in E-Verify, and complete the following steps: Examine copies (front and back, if the document is two-sided) of Form I-9 documents or an acceptable receipt to ensure that the documentation presented reasonably appears to be genuine; Conduct a live video interaction with the individual presenting the document(s) to ensure that the documentation reasonably appears to be genuine and related to the individual. The employee must first transmit a copy of the document(s) to the employer (per Step 1 above) and then present the same document(s) during the live video interaction; Indicate on the Form I-9, by completing the corresponding box, that an alternative procedure was used to examine documentation to complete Section 2 or for reverification in Supplement B, as applicable; and Retain a clear and legible copy of the documentation (front and back if the documentation is two-sided).

Employers may begin using the new edition by August 1, 2023, or may choose to continue to use the 2019 version of the form through October 31, 2023. After October 31, 2023, the prior version of Form I-9 will be obsolete and no longer valid for use.

Starting November 1, 2023, employers who fail to use the August 1, 2023 edition of Form I-9 may be subject to all applicable penalties under section 274A of the INA, 8 U.S.C. 1324a, as enforced by U.S. Immigration and Customs Enforcement (ICE).

Attention: For more information, refer to:

• 4.5 Remote Documentation Examination (Optional Alternative Procedure to Physical Document Examination

• https://www.uscis.gov/sites/default/files/document/fact-sheets/FormI9SummaryofChangesFactSheet.pdf

• https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf

• https://www.uscis.gov/sites/default/files/document/forms/i-9instr.pdf

 

Manage Employee I-9 Data (HPMI9DAT)

The following options in the Status drop-down list were replaced:

• The Alien Authorized to Work option was replaced with the Noncitizen Authorized to Work option.

• The Non-Citizen National option was replaced with U.S. Noncitizen National option.

The following checkbox was added:

Field

Description

Used an alternative procedure authorized by DHS to examine documents

Select this checkbox if you used an optional alternative procedure to physical document examination authorized by the Secretary of DHS. Certain employers who participate in E-Verify are qualified to examine their employee’s documentation remotely by using the optional alternative procedure to physical document examination authorized by the Secretary of DHS. Employers who examine documentation remotely for some employees must offer this option to all employees. To examine your employee’s documentation remotely, you must be enrolled in good standing in E-Verify.

The Advanced Search function in Planning was updated to display the effective dates that can now be associated with NAICS codes in the Manage NAICS Code application of the CRM & Contracts Domain.

Note: For more information about the update to NAICS code effective dates, see “NAICS Code Updates” in these release notes.

This enhancement applies to Advanced Search in the following applications:

• Resource Planning

• Project Budgets / EACs

• New Business Budgets

When you select a NAICS code from the NAICS field drop-down list on the Advanced Search screen, the date is now included within the description of the code.

In addition, a NAICS Effective Date column was added to the Resources section of the screen.

A new Project Revenue Analysis application (Project Budgeting » Top Level (All Projects) Reports) was added that displays revenue for all projects in Planning for the last six periods.

The report can be run for Budgets or EACs and for the following report types:

• Actuals

• Budget

• Variance

For the Budget report type, you have the additional option of running the report for future periods instead of previous ones. 

For more information on using this report, see the Online Help for this screen.

The Project Budget/EACs application includes new warning messages that help identify potential issues with Working status budgets and EACs.

Since these are warning messages, you are not required to modify the data in question, but the warning messages identify potential areas of concern, such as issues related to:

• Hourly rates, period hours, and utilization

• Escalation and termination dates

• Burden settings and burden templates

• Account IDs

• Revenue calculations

To facilitate your review, the application also includes a new Warnings column that displays the number of warnings, as well as a new Warnings subtask that displays the actual messages that occurred.

The new column and subtask display at the top level, in the Project Budget Status section, as well as at the detail level, on both the Hours and Amounts subtasks. For example:

• In the Project Budget Status section, the Warnings column displays the total number of messages per Working status budget or EAC, and the subtask displays the entirety of messages.

• Within the Hours or Amounts subtasks, the Warnings column displays the number of messages per record, and the subtask displays the messages that pertain to the selected record.

The Pending Charges report was added to the Project Inquiry and Reporting menu in the Projects domain (Projects » Project Inquiry and Reporting » Project Reports/Inquiries » Pending Charges).

In addition, the Planning license requirement for this application was removed so that it can be added for users licensed for Projects.

For example, System Administrators will now see the screen listed under the Application list in Admin » Security » System Security » Manage Users.

The Revenue Summary report (Organization Budgeting » Supplemental Reports), which summarizes revenue by project, now includes the ability to display the lower-level projects.

Previously, project revenue displayed only at the top level. Since there are now two ways of displaying revenue, a Report Level drop-down list was added that includes the following options:

• Top Level Projects: Choose this option to display revenue summarized at the top level. When this option is selected, all revenue from the lower-level projects is rolled up to the highest level.

• Revenue Level Projects: Choose this option to display the revenue breakdown by project. When this option is selected, the individual projects to which the revenue belongs display.

Previously, supporting schedules did not include burden amounts, which was inconsistent with invoices that combined burden with the direct cost using a generic billing format. For example, if an employee worked 8 hours at a billing rate of $25, and Fringe, Overhead, and G&A were applied at 5%, 10%, and 20%, the invoice will display $277.20 but the supporting schedule will display only $200.00.

The difference of $77.20 is the burden value:

Hours: 8	Billing Rate: $25	Total Labor: $200	With Burden
Fringe	5%	$10	$210
Overhead	10%	$21	$231
G&A	20%	$46.2	$277.20

Now, you have the option to include burden amounts in supporting schedules in order to match the amounts shown in the invoice. This enhancement applies to the following:

• Non-labor supporting schedule

• Labor supporting schedule (non-T&M projects)

• Labor supporting schedule (T&M projects)

Note: This feature is not applicable to unit supporting schedule.

For T&M labor supporting schedules with burden amounts, only transactions with the billing formula RSBFNLBF (Loaded Labor Rate w/Burden w/Fee plus Non-labor w/Burden w/Fee) are included.

Fees and cost of money (COM) amounts are excluded in burdened supporting schedules.

Burden amounts will be included in the total amounts printed on supporting schedules; they will not be displayed in separate lines.

Several Costpoint applications have been updated for this enhancement.

 

Manage Supporting Schedule Formats (BLMSHFRM)

The Include Burden Amounts checkbox has been added to the Show Non-Labor and Show Labor group boxes of this screen. Select the specific checkbox to include burden amounts when you print labor or non-labor supporting schedules.

 

Calculate Standard Bills (BLPGBIL)

This application now computes and allocates burden amounts to cost and labor lines so you can include them in amounts printed on supporting schedules.

The following columns have been added to the BILL_EDIT_DETL table to store the current and previously billed burden amounts that will be allocated to each cost/labor line in the bill:

• BURD_AMT

• MU_BURD_AMT

• PREV_BURD_AMT

• PREV_MU_BURD_AMT

For non-labor transactions, the application performs the following steps to compute burden amounts:

1. Sum all transactions with transaction type of B (Burden) by project, account, and organization: Total Burden. Note that fee and COM amounts are excluded from the computation.

2. Sum all transactions with transaction type of C (Cost) by project, account, and organization: Total Cost.

3. Divide Total Burden by Total Cost to get Burden Rate %.

4. Multiply each cost line by Burden Rate % to allocate the total burden amount for the project, account, and organization. These values will populate the new columns in BILL_EDIT_DETL as applicable.

5. If there is a rounding difference, it will be included in the largest transaction to ensure that the totals are equivalent to the invoice amounts by account.

For labor transactions, Calculate Standard Bills runs the same process, except that transactions with type H (Hours) instead of C are included in the computation.

Note: This application computes and allocates the burden amounts to cost/labor lines regardless of the setting of the Include Burden Amounts checkbox in Manage Supporting Schedule Formats.

 

Print Standard Bills (BLRMBIL)

If you have selected the Include Burden Amounts checkbox in Manage Supporting Schedule Formats and you print supporting schedules (the Supporting Schedules Only or Bills and Supporting Schedules option is selected in Print Standard Bills), the Current Amount and Cumulative Amount columns will include burden amounts in each cost/labor line item of the Supporting Schedule.

 

Post Standard Bills (BLPGEN)

The following columns have been added to the BILL_EDIT_DETL_CUM table:

• BURD_AMT

• MU_BURD_AMT

• PREV_BURD_AMT

• PREV_MU_BURD_AMT

When you run Post Standard Bills, amounts computed by Calculate Standard Bills and stored in BILL_EDIT_DETL are copied to these new columns in BILL_EDIT_DETL_CUM.

The Manage Open Subcontractor Detail application now includes a Project field that allows users to query all transactions by project across all work assignments. Similarly, Project has been added to the Timesheet Detail tab. Prior to this enhancement, this data was displayed only on the Expense Detail tab.

Updated Purchase Order Report

The Purchase Order (PO) Report model has been updated to support printing the Vendor UEI number, Contract Number, DPAS Rating, and Rated Order FAR clause on the PO Report.

Improved Administration Package

The new Administration package uses Dynamic Query Mode (DQM), which has several technical benefits that are required to leverage some of the newer BI features. Some examples of these features are dashboards and data modules. You can see the new Administration package in Team Content » Packages. 

To find out more about DQM, see the IBM website.

Repointed Reports that Use the Administration Package

Some reports were repointed to use the new Administration package in Costpoint BI. These reports are: 

• Data Dictionary 

• Effective User Rights Report

• Home Page Report

• Menu Report

• User Group Rights Report

Updated Procurement Package

The Procurement package has been updated to include vendor contact information and other query subjects, which include the items in the following table.

Query Subject

Location

Vendor

Vendor Web Site	[[Database Layer].[VEND].[VEND_WEB_SITE]]
Intracompany Vendor	[[Database Layer].[VEND].[IC_VEND_FL]]
Performing Company ID	[[Database Layer].[VEND].[PERF_COMPANY_ID]]
CAGE Code - Vendor	[[Database Layer].[VEND].[CAGE_CD]]
T/C Expense Class	[[Database Layer].[VEND].[TC_EXP_CLS_CD]]
A/P 1099 Type Desc	[[Database Layer].[S_AP_1099_TYPE].[AP_1099_TYPE_DESC]]
Admin Email Address	[[Database Layer].[VEND].[ADMIN_EMAIL]]
Vendor Employee Approval Group	[[Database Layer].[VEND].[VE_APPRVL_GRP_CD]]
GovWin IQ Company ID]	[[Database Layer].[VEND].[GOVWIN_COMP_ID]
GovWin IQ Do Not Refresh (Y/N)	[[Database Layer].[VEND].[GWIQ_REFRESH_FL]]
Avg Rating Percent	[[Database Layer].[VEND].[AVG_RATING_PERCENT]]
Prospective Vendor ID	[[Database Layer].[VEND].[VEND_PROSPECT_ID]]
Specialty	[[Database Layer].[VEND].[VEND_SPCLTY]]

Vendor Classification [13]

8(a) Certified (Y/N)	[[Database Layer].[VEND].[CL_8A_FL]]
AbilityOne Non-Profit Agency (Y/N)	[[Database Layer].[VEND].[CL_ABIL_ONE_FL]]
CMMC Level	[[Database Layer].[VEND].[CMMC_LEVEL]]
Vendor Currencies [7]
Currency Cd	[[Database Layer].[VEND_LIMIT_CRNCY].[S_CRNCY_CD]]
Currency Type Cd	[[Database Layer].[VEND_LIMIT_CRNCY].[CRNCY_TYPE_CD]]

Vendor Address [31]

Address Desc Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[ADDR_DC]]
Address Line 1	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_1_ADR]]
Address Line 2	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_2_ADR]]
Address Line 3	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[LN_3_ADR]]
City Name	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CITY_NAME]]
Mail State	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[MAIL_STATE_DC]]
Postal Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[POSTAL_CD]]
Country Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[COUNTRY_CD]]
Sales Tax Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SALES_TAX_CD]]
Shipping ID	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SHIP_ID]]
Payment Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_PMT_ADDR_CD]]
Order Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_ORD_ADDR_CD]]
Phone Number - Vendor Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[PHONE_ID]]
Fax Number - Vendor Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[FAX_ID]]
Other Phone Number - Vendor Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[OTH_PHONE_ID]]
Bank Account ID	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ACCT_ID_S]]
Bank ABA Number	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ABA_NO]]
ACH Trans	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[S_ACH_TRN_CD]]
Active (Y/N)	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[ACTIVE_FL]]
Bank Account Ref Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[BANK_ACCT_REF_CD]]
EFT Payment Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[EFT_PMT_CD]]
eMail - Vendor Address	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[EMAIL_ID]]
IBAN Cd	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[IBAN_CD]]
Print EFT (Y/N)	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[PRINT_EFT_FL]]
Congressional District Code	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CONGRESS_DISTRICT]]
EFT Active Flag - Non-US Bank (Y/N)	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[NON_US_ACTIVE_FL]]
Non US Bank ID	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[NON_US_BANK_ID]]
Intermediary Bank ID	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[IB_BANK_ID]]
SWIFT Code	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[SWIFT_CD]]
UEI Number	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[UEI_NO]]
CAGE Code	[[Database Layer].[VEND_ADDR][Database Layer].[VEND_ADDR].[CAGE_CD]]

Vendor Address Contact [9]

Sequence Number	[[Database Layer].[VEND_ADDR_CNTACT].[SEQ_NO]]
Contact Last Name	[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_LAST_NAME]]
Contact First Name	[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_FIRST_NAME]]
Contact Title	[[Database Layer].[VEND_ADDR_CNTACT].[CNTACT_TITLE_NAME]]
Phone Number - Vendor Address Contact	[[Database Layer].[VEND_ADDR_CNTACT].[PHONE_ID]]
Fax Number - Vendor Address Contact	[[Database Layer].[VEND_ADDR_CNTACT].[FAX_ID]]
Other Phone Number - Vendor Address Contact	[[Database Layer].[VEND_ADDR_CNTACT].[OTH_PHONE_ID]]
Notes	[[Database Layer].[VEND_ADDR_CNTACT].[NOTES]]
eMail - Vendor Address Contact	[[Database Layer].[VEND_ADDR_CNTACT].[EMAIL_ID]]

Beginning Balance and Prior Period Now in the General Ledger Detail Report

To have a more accurate figure in cash position, the Beginning Balance and Prior Period values are now displayed on the General Ledger Detail Report. 

• Prior Period = Total amount of all the activities before the selected Started Period and Subperiod prompt

• Beginning Balance = The beginning balance column under the Financial Statement Summary Account Balances (FS_SUM) table grouped by the Fiscal Year and Account ID 

User-Defined Fields in the Project Reporting Package

For easier inclusion of user-defined fields (UDEFs) when you create reports, the shortcuts to UDEFs are now available throughout the different areas in the Project Reporting package.

Improved Security View

The Security View was modified to improve performance in generating some reports and dashboards. The packages that use this view are:

• Project Reporting

• Accounts Receivable

• Billing 

Improved Projects Package

For better performance, the Dynamic Query Mode (DQM) – Master Detail Optimization feature was enabled in the Projects package. This results in faster execution of reports whenever you generate them. 

The Time module now supports auto-download of ICalendar (.ics) files, which enable supervisors and employees to add leave events scheduled in Time & Expense directly to their Outlook calendars.

For example, after a supervisor approves leave for an employee, that leave event can be added to the supervisor’s calendar in Outlook, and the employee can add the same event to Outlook as well.

 

Global Configuration

To implement this feature, System Administrators must first select the new Allow Auto-Download of ICS Files checkbox on the Miscellaneous tab of the Time Settings screen (Time » Time Controls).

After the checkbox is selected, a checkbox with the same name displays on the Profile screen (Configuration » Resources), where end users may also select it.

Note: If you enable the feature globally for all users and then later clear the checkbox on the Miscellaneous tab, it does not overwrite the selections users have made on the Profile tab.

 

End User Configuration

After the Administrator enables the feature globally, end users can select the Allow Auto-Download of ICS Files checkbox on the Profile screen (Configuration » Resources) to enable the feature locally.

Once this setting is enabled, the .ics files automatically download when hours are successfully scheduled in the New Leave dialog box from either of the following Time » Timesheets applications:

• Timesheet

• Work Schedule

If you are a supervisor and are authorized to approve leave, the .ics file downloads after you click Approve for a selected request in the Resource Schedules/Leave application (Time » Timesheets).

 

Open and Use the .ICS File

The .ics file automatically downloads to the location that is configured to receive downloads on your machine. After you open the file, it displays in Outlook and is pre-populated with the leave details that were entered in the New Leave dialog box in Time & Expense.

Click Send Update on the file to add it to your calendar. For example:

Note: If Required is blank, add your name, or if you are a supervisor and the leave event is for an employee, enter the name of that person.

After you click Send Update, either your own .ics file or that of the employee (if you are a supervisor), the leave event is added to your calendar.

New voice command options were added to Hey Deltek! functionality for use with the Timesheets application (Time » Timesheets). You can now use vocal commands to add new charge lines to their timesheets, as well as enter hours for those new lines.

An example of a voice command would be as follows:

“Hey Deltek, add five hours for new charge for Project [Xxxxxx] on Monday.”

Here, [Xxxxxx] stands for the relevant project description that Deltek will enter into the Description cell for the added charge. See the note below.

Costpoint prompts you to supply any missing values necessary for creating and saving the charge line.

Note: As Hey Deltek! currently looks up charges based on description, this voice command functionality for adding charges presently works most effectively if you know the description for the charge you want to look up.

The Timesheet Reminder (Time » Timesheet Reports/Inquiries) application was updated to provide the option of sending interactive email notifications to personnel responsible for approving timesheets.

Interactive emails enable these individuals to approve or reject timesheets from within the email itself, and the selected actions are immediately reflected within Time & Expense.

Note: Interactive email functionality was added to Time & Expense for version 8.2. See those release notes to learn more about how the feature is enabled within Costpoint.

 

Configuration of Interactive Emails for Timesheet Approval/Rejection

Under Timesheet Approve on the Timesheet Reminder screen, a Send field was added that is enabled after you select Approve Timesheets Reminder directly above it.

The Send drop-down list includes two options:

• Interactive Email: Select this option to send interactive email reminders to approvers.

When you select this option, the Expire After drop-down list is enabled. Choose the number of hours (up to 24) for which the email will be valid. After that period elapses, the email is no longer editable.

• Email: Select this option to send standard (non-interactive) email reminders to approvers.

Note that Email is the default option, and it is not editable unless Approve Timesheets Reminder is selected.

 

Interactive Email Functionality

When interactive email functionality is fully enabled and configured, approvers are notified by email, according to schedule settings, that timesheets are pending approval. The interactive email notification includes buttons for approving or rejecting the timesheet. For example:

The selected action is immediately reflected in Time & Expense.

Note: If the recipient’s version of Outlook is configured to offer automatic text responses, other unrelated options may be displayed within the body of the email (for example, ).

The Criteria section of the Manage/Approve Timesheets (Time » Timesheets) application includes new options for filtering timesheets.

Note: Fields under Criteria are editable when Status is selected from the Filter by drop-down list at the top of the Manage/Approve Timesheet screen.

Note: If your company has extensibility links associated with this application, Deltek recommends that you test this feature in conjunction with those links prior to deploying it for general use.

 

Filter By Timesheet Class

A Timesheet Class field, which enables you to display results according to timesheet class, was added. The field provides two options:

• All: Leave this default value selected to include all timesheet classes in the results.

• Selected: Select this option to filter the report according to one or more specific timesheet classes.

To select the timesheet classes, click the Select Timesheet Classes subtask, which displays the timesheet classes available to you. Click the Select checkbox next to each class that you want to include.

 

Filter Based on a Selected Value

A Filter drop-down list, which provides a variety of filter options (for example, Last Name), was added. After you select a filter, enter the associated value (the last name, for example) in the Filter Value field.

The Filter drop-down list includes the following options:

• Last Name: Choose this option to filter by the last name of the employee.

• ID: Choose this option to filter by the employee ID.

• Signature Last Name: Choose this option to filter by the last name of the timesheet signer. 

• Signature ID: Choose this option to filter by the ID of the timesheet signer. 

• Approver Last Name: Choose this option to filter by the last name of the timesheet approver.

• Approver ID: Choose this option to filter by the ID of the timesheet approver.

The following enhancements were made to both Timesheet functionality and display to promote ease of use.

 

Current Period Start & End Dates Added to Timesheet Schedule

An option was added to include two fields, Current Period Start Date and Current Period End Date, on the Timesheet Schedules screen (Time » Time Controls). Whether these read-only fields display is determined by system administrators.

 

Revision Text Added for Timesheet Creation

Default text was added for when employees save data they enter on a newly created timesheet without also signing. This text, “Timesheet created,” displays in the Revision Audit Detail cell of the Revision Audit subtask.

 

Work Schedule Added as More Option

To help users enter accurate charges when completing their time entry, Work Schedule was added as an option in the More drop-down list.  

 

Charge Favorites Close Button Replaced with Apply

To reduce the number of clicks required from users, the Close button on the Charge Favorites subtask was replaced with Apply. When users click Apply, any modifications are saved and the screen then closes.

 

More Drop-Down Options Reordered

On the Timesheet screen, options in the More drop–down list were alphabetized to promote ease of use. The UDT10 menu option, because it is customizable, displays at the bottom of the list.

 

Updated Charge Tree Error Message

When an employee is added to a code to which they already have access, administrators receive an error message. The text for this error message was updated from "The Employee does not exist" to "Employee already has access to charge code."

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