Deltek Costpoint 8.2 Release Notes
Welcome to the Deltek Costpoint 8.2 Release Notes, which describe the new features, enhancements, and software corrections made from Costpoint 8.2.1 up to the present release.
These release notes address all of the modules associated with Deltek Costpoint 8.2.1 up to the current release, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.
We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please send an email to DeltekDocumentationFeedback@deltek.com.
Note: These release notes contain descriptions for the upcoming quarterly release (8.2.12), which is scheduled for July 1, 2024. While the features themselves are available ahead of this date for Pick and Choose (on-premises) deployments, the associated release notes might be preliminary, in progress, or under review and not considered final before July 1, 2024.
Update W-4 Information of Iowa Employees for 2024 Filing
Important: This action is required if you have Iowa Employees.
Iowa revised the IA W-4 (Employee Withholding Allowance Certificate), resulting in a change to the way an employee’s Iowa withholding credit information is determined. Rather than requesting the number of allowances an employee would like to claim, the IA W-4 now requests a dollar amount.
To accommodate the employee setup, updates made in Costpoint MR 8.2.8 included the following:
A new Credit Amount field was added to the Manage Employee Taxes screen and the Taxes subtask on the Manage Employee Information screen, allowing payroll administrators to enter the Total Allowance amount from Line 6 of the IA W-4.
A new Credit Amount field was added to the Costpoint Employee Self Service (ESS) State Withholding screen, allowing employees to enter the total allowance amount they would like to claim.
In Costpoint MR 8.2.9, the Iowa state withholding computation has been updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information, you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:
Costpoint Employee Self Service (ESS) customers:
Update the Web Address or Notes field on the Configure State Tax Settings screen with a link to the latest IA W-4.
Instruct your Iowa employees to review their Iowa W-4 Credit Amount on the ESS State Withholding screen and update as needed using the following steps:
Go to People » Employee Self Service » Payroll and Benefits » State Withholding.
Populate the Credit Amount with the total allowance amount from line 6 of your 2024 IA W-4.
Click Save.
Costpoint customers not using Costpoint ESS:
Instruct your Iowa employees to file an updated W-4 using the 2024 IA W-4 form.
Use the completed IA W-4 form to update the employee’s tax setup on the Costpoint Manage Employee Taxes screen or the Taxes subtask on the Manage Employee Information screen.
It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.2.9 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.
Update Iowa Setup in ESS Configure State Tax Settings
Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 applied the following:
Added new HEAD OF HOUSEHOLD filing status
Changed the description for the SINGLE filing status from "Single" to "Other"
Changed the description for the MARRIED filing status from "Married" to "Married Filing Jointly"
If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.
Cobra Integration
With Costpoint 8.2, a change was made so all Cobra applications will be hidden from the Costpoint menus unless the integration has been set up. This change was made to reduce the visibility of unnecessary applications in Costpoint if clients are not licensed or do not have the configuration enabled.
If you already use the automated integration with Cobra Web Services, there is no action required. The integration in Product Configuration Utility is already set up, and you can see the connection for Cobra in Manage System Integration Accounts.
If you currently download the Cobra information without the automated integration with Cobra Web Services, then you have not set up the integration in Product Configuration and will not see the connection for Cobra in the System Integration Accounts application. You MUST enable/configure this connection in the Costpoint Config Utility. Note that it does not have to be valid values. (Please do NOT click the Test button to validate.)
To set up the Product Configuration Utility for Cloud customers, you must complete the following form and submit a Service Request ticket.
How to request a Costpoint Integration Setup (custhelp.com)
Project Role Security Replaces Project Manager Security in Costpoint Business Intelligence
Access to secure project data has been greatly enhanced by Project Roles Security, which expands access to other roles beyond the Project Manager. If the necessary configurations are set, any project role, including project managers, can view project data at their level and in the lower project levels.
In Costpoint Business Intelligence 8.2.9 or later, Project Role Security replaces Project Manager (PM) Security. PM Security is no longer supported and has been removed.
If you use Project Manager Security and will upgrade to version 8.2.9 or later, Project Role Security will be applied seamlessly without performing extra steps. The system will follow the BI settings you had before the upgrade and transfer users in CER__PM_MGR to the CER__ROLE_SEC user group. In addition, you can extend role security to other project roles.
Important: If you have users in the CER__PM_MGR user group but have disabled Project Role Security before upgrading to 8.2.9, the users will be transferred to the CER__ROLE_SEC user group after the upgrade and Project Roles Security will be automatically turned on. It is important that your BI administrator selects No in the Use Project Roles Security field on the Manage BI Settings screen after the upgrade if needed. The Manage BI Settings screen is located in Report & Analytics » BI Controls.
For more details in setting up Project Role Security, see the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.9 Post Installation and Configuration Guide for On-premises Users. Additional information is also available in KB article #115682.
This change requires patches 11322 and 11323.
Using These Release Notes
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Downloading and Deploying Pick and Choose Hot Fixes
If your company or system supports the Pick and Choose deployment model, see the following document for instructions on downloading and deploying the Deltek Costpoint 8.2 individual Pick and Choose hot fixes: Deltek Costpoint 8.2 Deploying Pick and Choose Hot Fixes
Note: The Build Deployed In and Dependent Files lines are included in every defect description under the Software Issues Resolved section. These indicate the files that you need to install to apply the fix for the defect. For Regulatory Enhancements and Enhancements, required files are listed towards the end of the feature description.
Checking if the Hot Fix is Installed
Follow this procedure to see if the hot fix is correctly installed:
Open the application that was updated.
Click Help » About from the Costpoint global menu. This will display a screen that shows you the latest hot fix files applied to the application that is open.
Checking if the Feature is Installed
Follow this procedure to see if the feature is correctly installed:
Click Help » About from the Costpoint global menu.
Open the Features subtask and click the feature that was just installed.
Open the Libraries subtask. Check the list of libraries and see if they are correct and have been successfully deployed.
Open the Patches subtask. Check the list of patches and see if they are correct and have been successfully deployed.
Custom Programs Affected
Sometimes, an update can cause custom programs and reports to stop working as expected. Before applying an update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Support Center at https://deltek.custhelp.com before you install the update.
Accessing Deltek Support Center
If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:
Go to https://deltek.custhelp.com.
Enter your Deltek Support Center Username and Password.
Click Login.
Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.
2024 Federal Poverty Level
8.2.12 (Next Quarterly Release)
The 2024 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,060 for a one-person family/household.
This release updates the Federal Poverty Level for payroll year 2024 on the Manage Federal Taxes screen.
Attention: For more information refer to: https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.
This enhancement requires the following:
Patch dbc_820_11331
Form 941 2024 Q1 Update: Remove Lines Used for COVID-19 Sick and Family Leave Wages
8.2.12 (Next Quarterly Release)
The draft Form 941 for 2024 removes remaining lines reporting COVID-19 federal tax credits. To accommodate the federal update, this release applies the following changes to the Print Quarterly Federal Payroll Tax Report screen:
The application disables and sets to zero all the fields in the COVID-19 Paid Sick Leave and FMLA group box if the payroll year is 2024 or later.
A new report layout will be applied if you generate the report for 01/01/2024 or later. Previous report layouts are retained for generating reports prior to 2024.
Attention: For more information, refer to:
Draft Form: https://www.irs.gov/pub/irs-dft/f941--dft.pdf
Draft Instructions: https://www.irs.gov/pub/irs-dft/i941--dft.pdf
This enhancement requires the following:
cp82_prrfdtax_001.zip
deltekcostpointmaintenancerelease_8.2.8.5009.exe
View W-2Cs in Employee Self Service
8.2.12 (Next Quarterly Release)
Costpoint now provides employers the option to display latest W-2c corrected amount instead of the original W-2 amount on the W-2s screen in Employee Self Service. This allows employees to view the corrected amounts when accessing the W-2s screen and when printing W-2 data.
Manage Taxable Entity Settings (AOMESSCS)
The screen adds the following checkbox:
Field
Description
Include W-2c data in ESS W-2 screen
Select this box to display corrected data on the ESS W-2 screen.
If Allow Employee to download and email W-2s in official W-2 format is also checked, and there is an existing W-2c record, then a W-2c will be downloaded and/or emailed along the employee’s W-2 in official IRS format.
W-2s (ESMELECW2)
If the Include W-2c data in ESS W-2 screen checkbox is selected on the Manage Taxable Entity Settings screen, the W-2s screen will now:
Display the latest W-2c corrected amount instead of the original W-2 amount on the screen and when printing W-2 Data (Print W-2 Data button)
Print the latest W-2c corrected amount instead of the original W-2 amount.
Display an information message if Form W-2c has been included in the download and/or email.
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report screen now provides information on the new Include W-2c data in ESS W-2 screen column on the ESS_SETTINGS table.
This enhancement requires the following:
cp82_aomesscs_001.zip
cp82_esmelecw2_001.zip
cp82_dbc_820_11338_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
View, Print, and Email ACA 1095-C in Employee Self Service
8.2.12 (Next Quarterly Release)
Employees now have the ability to view, print, and email their 1095-Cs through a new 1095-Cs screen in Employee Self Service. A has been added to allow employees to generate 1095-Cs in PDF format for the last four years, including the current year. Employees can opt to download and/or email the PDF file.
1095-Cs (ESM1095C)
The 1095-Cs screen allows employees to view and download and/or e-mail their 1095-C information. can perform the following functions in this application:
Select the 1095-C year to display.
View 1095-C information.
Download and/or email 1095-C information in portrait format, if allowed by Benefits administrators.
To access the 1095-Cs screen, go to People > Employee Self Service > Payroll and Benefits > 1095-Cs.
Manage Taxable Entity Settings (AOMESSCS)
The screen adds the following checkbox:
Field
Description
Allow employees to download and email 1095-Cs in portrait format
Select this checkbox to allow employees to download and/or email their copies of Form 1095-C in portrait format from the 1095-Cs screen.
Print Data Dictionary Report (SYRDD)
The report provides information for the following new columns on the ESS_SETTINGS table that were added for this enhancement:
ALLOW_1095_PRNTEMAIL_FL: Allow employees to download and email 1095-Cs in portrait format
ACA_TPIN_FL: Truncate Payee Identification Numbers (Employer and Employees)
This enhancement requires the following:
cp82_aomesscs_001.zip
cp82_esm1095c_001.zip
cp82_dbc_820_11325_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
2024 Federal Poverty Level
8.2.10
The 2024 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,060 for a one-person family/household.
This release updates the Federal Poverty Level for payroll year 2024 on the Manage Federal Taxes screen.
Attention: For more information refer to: https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.
This enhancement requires the following:
Patch dbc_820_11331
Form 941 2024 Q1 Update: Remove Lines Used for COVID-19 Sick and Family Leave Wages
8.2.10
The draft Form 941 for 2024 removes remaining lines reporting COVID-19 federal tax credits. To accommodate the federal update, this release applies the following changes to the Print Quarterly Federal Payroll Tax Report screen:
The application disables and sets to zero all the fields in the COVID-19 Paid Sick Leave and FMLA group box if the payroll year is 2024 or later.
A new report layout will be applied if you generate the report for 01/01/2024 or later. Previous report layouts are retained for generating reports prior to 2024.
Attention: For more information, refer to:
Draft Form: https://www.irs.gov/pub/irs-dft/f941--dft.pdf
Draft Instructions: https://www.irs.gov/pub/irs-dft/i941--dft.pdf
2024 ACA Affordability Threshold
8.2.8
The IRS set the 2024 ACA affordability threshold to 8.39%. To support this federal update, Costpoint updated the record effective 01/01/24 on the Manage Federal Taxes screen.
Attention: For more information, see: https://www.irs.gov/pub/irs-drop/rp-23-29.pdf.
This enhancement requires the following:
Patch dbc_820_11297
2024 ESS W-4 Updates
8.2.8
The Federal W-4 screen in Costpoint Employee Self Service was updated to reflect the 2024 W-4. This release updates the instructions and wording in the following sections of the W-4:
Instructions for Steps 2-4 on Step 1 tab
Federal W-4 Step 2 (a)
Federal W-4 Step 2 (b)
Exempt from federal taxes checkbox years on Step 4 tab
Deductions Worksheet tab
Attention: For more information, see: https://www.irs.gov/pub/irs-pdf/fw4.pdf.
Compute Payroll with 2024 Nonresident Additional Amount
8.2.8
The Compute Payroll and Manage Payroll Records screens were updated to:
Use the 2024 nonresident alien additional amount of $10,300.00 in the federal/territory withholding calculation if the employee’s Form W-4 Revision Year is 2019 or earlier and the check date is from tax year 2024.
Use the 2024 nonresident alien additional amount of $14,600.00 from the Manage Federal Taxes screen if the Form W-4 Revision is 2020 and the check date is 2024.
Attention: For more information, see:
Draft Pub 15-T: https://www.irs.gov/pub/irs-dft/p15t--dft.pdf
Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf
2023 FUTA Credit Reductions
8.2.7
For 2023, employers in California, New York, and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to any of these states and territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:
State
Final 2023 FUTA Credit Reduction
California
0.6%
New York
0.6%
US Virgin Islands
3.9%
This enhancement requires the following:
Patch dbc_820_11271
2024 Federal Tax Table Updates
8.2.7
The 2024 federal income tax withholding methods were released by the Internal Revenue Service.
The percentage method’s tax brackets were adjusted.
The annual additional amount if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later, increases from $9,550 to $10,300.
The annual additional amount if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later, increases from $13,850 to $14,600.
To support the federal requirements, the following screens were updated:
Manage Federal Tax Tables
Manage Federal Taxes
Attention: For more information, see:
Draft Pub 15-T: https://www.irs.gov/pub/irs-dft/p15t--dft.pdf
Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf
This enhancement requires the following:
Patch dbc_820_11283
2024 Form W-4 Updates
8.2.7
Costpoint supports the Form W-4 for Payroll Year 2024. The basic form was updated with minimal changes, most of which are regarding the use of an estimator. The 2024 itemized deductions in Step 2 of the Deductions Worksheet have been updated:
Married: $29,200
Head of Household: $21,900
Single: $14,600
To support the federal requirements, updates were applied to the Manage Federal Taxes screen.
This enhancement requires the following:
Patch dbc_820_11283
Form W-2c Support for Tax Year 2023
8.2.7
Costpoint has been fully tested to support the pre-printed Form W-2c from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.
2024 401(k) Limits
8.2.6
The following are the 401(k) limits for 2024:
401(k) Deferral Limit: $23,000.00
401(K) Wage Limit: $345,000.00
To support the federal update, this release adds records to the Manage Federal Taxes screen.
2024 Social Security Wage Base
8.2.6
The Old-Age, Survivors, and Disability Insurance taxable wage base increases from $160,200 to $168,600 in 2024.
To support the federal update, this release adds records to the Manage Federal Taxes screen.
ACA 2023 1094/1095-C Substitute Form Fillable PDF Update
8.2.6
The 2023 PDF template file for 1094-C and 1095-C forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2023. You can then use the PDF files to print the forms on plain paper.
Print 1094-Cs
The 2023 Form 1094-C PDF template was added to the application. The following updates were applied to the Print and Preview menus:
The Print 1094-Cs Prior Report Layout option was removed.
The existing Print 1094-Cs Current Report Layout option is now the Print 1094-Cs Report Layout option.
Print 1095-Cs
The 2023 Form 1095-C PDF template was added to the application. The following updates were applied to the Print and Preview menus:
The Print 1095-Cs Prior Report Layout option was removed.
The existing Print 1095-Cs Current Report Layout option is now the Print 1095-Cs Report Layout option.
ACA 2023 Electronic Filing
8.2.6
Costpoint now provides the ability to generate manifest and data files that comply with the latest tax year 2023 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the following federal requirements:
The system table S_SOFTWARE_ID was inserted with the following data:
CAL_TY_NO = 2023
SOFTWARE_ID = 23A0017797
FIRST_NAME = <carry over the value from 2022>
MID_NAME = <carry over the value from 2022>
LAST_NAME = <carry over the value from 2022>
NAME_SFX_CD = <carry over the value from 2022>
PHONE_ID = <carry over the value from 2022>
The tax year in all applicable namespaces was updated to "ty23" in the manifest and data files.
The following are used to generate manifest and data files for calendar year 2023 if Government Agency is “Federal”:
Manifest file from tax year 2023 schema package
Form data file from tax year 2023 schema package
PaymentYr value “2023”
Software ID for 2023
The generated XML files must be validated against the schemas provided by the IRS by running the manifest and form files through an XML Schema validator.
Attention: For more information, refer to:
Form W-2 Support for Tax Year 2023
8.2.6
Costpoint has been fully tested to support the pre-printed Form W-2 from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.
Func APR1099 - Print 1099s Forms (MISC, NEC, Self Mailer, and so on)
8.2.6
Plain Paper Printing and Alignment Enhancements for 1099 Forms
You can now print recipient statements (copies 1, B, 2, and C) of 1099 forms directly onto plain paper or blank stock. This feature eliminates the need for pre-printed forms, and at the same time, enhances convenience and reduces costs.
The recipient statements you can print in Costpoint are fully compliant with the specifications outlined in IRS Publication 1179: General Rules and Specifications for Substitute Forms. This ensures that your printed forms meet all necessary legal requirements.
In addition, print alignment settings on the Print/Create 1099s and Magnetic Media screen have been enhanced to ensure optimal output quality, simplify your 1099 printing process, and reduce the risk of errors.
To support this feature, multiple updates were implemented for the Print/Create 1099s and Magnetic Media screen. These enhancements are designed to provide a more user-friendly interface and improve the overall functionality of the feature. This means a more efficient and seamless experience for you when managing your tax forms.
Print/Create 1099s and Magnetic Media Screen Updates (APR1099)
The Print/Create 1099s and Magnetic Media interface has been revamped to support blank paper printing. This update includes the addition of several new elements, relocation of existing ones, and the removal and replacement of others.
Taxable Entity Field
Since you can only print or create 1099 magnetic media for one entity at a time, the taxable entity selection ranges have been removed from the interface and replaced with a straightforward Taxable Entity field. You can directly enter the entity in this text field or use the Lookup function to select the entity for which you want to print or create 1099 magnetic media.
1099 Types to Include Group Box
The 1099 Types to Include group box, which allows you to select the types of 1099 to be included in the magnetic media file, has been relocated. Previously part of the Selection Ranges group box, it now resides in the Magnetic Media Information group box. The elements and functionality remain the same, providing you with a familiar experience in a more accurate location.
Print Options Group Box
The previous Options group box has been upgraded to the Print Options group box. This new box is a hub for various group boxes, each serving a unique purpose.
Some of these boxes contain settings for the newly introduced blank paper printing feature, others house elements that have been relocated from different sections of the screen, while the Copy B Options group box and the NEC Pre-Printed Copy to Print group box, formerly named NEC Copy to Print, continue to hold their elements and functionality from the former Options group box.
The following are the new contents of the Print Options group box.
1099 Type
Use the options in this group box to select the type of 1099 form that you want to print:
1099-MISC
1099-NEC
1099 Paper
This new group box now integrates the functionalities of the previous Print Option drop-down list in the Generate group box and the former Print Format group box. In addition, it introduces the ability to print 1099s on plain paper or blank stock.
Use the options in this group box to select the print media for your 1099.
Test
Self-Mailer Test
Pre-Printed
Self-Mailer
Blank Stock / Plain Paper
Blank Stock/Plain Paper Group Box
Use the fields in this group box to configure the settings for printing on plain paper. The fields in this group box are enabled only if you select Blank Stock / Plain Paper in the 1099 Paper group box.
This group box contains the following elements:
Copy B: Select this option to print Copy B - For Recipient.
Copy C: Select this option to print Copy C - For Payer.
Copy 1: Select this option to print Copy 1 - For State Tax Department.
Copy 2: Select this option to print Copy 2 - To be filed with recipient's state income tax return, when required.
Copy B and Copy 2: Select this option to print both copies B and 2.
One PDF File per Vendor: Select this checkbox to create a separate PDF file for each vendor.
File Location: Enter or select the directory where the PDF file will be saved.
Global Toolbar Updates
The new Create 1099 Forms option has been added to the drop-down menu of the Default Action button on the Global Toolbar. This option displays only if you access the toolbar from the Print/Create 1099s and Magnetic Media screen.
If you selected the Blank Stock / Plain Paper option, you must use the Create 1099 Forms process to generate the PDF file for printing 1099s on blank paper. You can also run this process in batch mode.
Func: APR1099 - Add Proper Calculation of Fed Withholding for NEC on 1099 - 8.2
8.2.4
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.
Calculation of Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC
8.2.3
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 Total Amount Paid, Total Federal Withholding Tax Amount, and Total Tax Amount on the 1099 Edit Report for the Taxable Entity you entered.
Print/Create 1099s and Magnetic Media (APR1099)
If you enter 2023 or later as the Calendar Year, Costpoint uses either the FED or FEDMIS code to populate the 1099 forms or magnetic media, depending on the other options you select.
In the 1099 Types to Include group box:
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 in the 1099-NEC magnetic media file (File Code NE in Issuer 'A' 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 in the 1099-MISC magnetic media file (File Code A in Issuer 'A' Record).
In the Print Format group box:
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.
2024 SUTA Wage Base
8.2.12 (Next Quarterly Release)
This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.
West Virginia
The unemployment-taxable wage base increased from $9,000 to $9,521.
This enhancement requires the following:
Patch dbc_820_11331
California Pay Data Reporting Updates
8.2.12 (Next Quarterly Release)
California Pay Data Reporting requirements were updated for the 2023 reporting year due May 8, 2024. Employers must now report whether employees worked remotely during the snapshot period. The new data to be reported includes:
Number of employees that do not work remotely
Number of remote employees located within California
Number of remote employees located outside of California
For Labor Contractor Employee Reports, reporting “unknown” race/ethnicity or sex of a labor contractor employee is no longer permitted.
Attention: For more information, see: https://calcivilrights.ca.gov/wp-content/uploads/sites/32/2021/01/CA-Pay-Data-Reporting-User-Guide.pdf
Print EEO-1 Report (HAREEO1)
The Payroll Employee Report and the Labor Contractor Employee Report for California Pay Data now display the following:
Number of employees that do not work remotely
Number of remote employees located within California
Number of remote employees located outside of California
A warning message will display in the California Pay Data Warning Report if employee in Labor Contractor Employee Report belong to one of the following Race/Ethnicity/Sex code.
U10 - Unknown Race/Ethnicity, Known Male
U20 - Unknown Race/Ethnicity, Known Female
U30 - Unknown Race/Ethnicity, Known Non-binary
UU - Unknown Race/Ethnicity, Unknown Sex
Manage Employee Salary Information (LDMEHIS)
The Manage Employee Salary Information screen adds the following field on HR Information tab:
Field
Description
California Pay Data Reporting Remote Worker Status
From the drop-down list, select the employee’s remote worker status for California Pay Data Reporting purposes. Ensure that the information is true for the snapshot period you normally use for the California Pay Data Report.
Does not work remotely: A non-remote employee assigned to a California establishment during the snapshot period. This is the default value.
Remote employee located within California: A remote employee assigned to a California or non-California establishment whose state of residence is California during the snapshot period.
Remote employee located outside California: A remote employee assigned to a California establishment whose state of residence is not in California during the snapshot period.
This field will be used in the California Pay Data Report on the Print EEO-1 Report (HAREEO1) application.
Note: The California Pay Data Reporting Remote Worker Status field has been also added to the following screens:
Salary Details subtask of the Manage Employee Information screen
View Salary Information screen
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report now provides information for the new CA_REMOTE_WORKER columns that have been added to the following database tables for this enhancement:
EMPL_LAB_INFO
EMPL_LAB_INFO_ADT
This enhancement requires the following:
cp82_cmnlib_ldmeinfolib_001.zip
cp82_ldmehis_001.zip
cp82_ldmeinfo_001.zip
deltekcostpointmaintenancerelease_8.2.8.5009.exe
Colorado PFML Wage Report Update
8.2.12 (Next Quarterly Release)
When Colorado Paid Family Leave Reporting was added, the state defined wages as SUTA eligible wages. Colorado later changed the wages definition to gross wages. This enhancement updates the Create Quarterly Family and Medical Leave File (LDPPFML) screen to support the Colorado’s latest requirements.
Note: For more information, refer to https://content.govdelivery.com/accounts/CODLE/bulletins/3705eb4
Create Quarterly Family and Medical Leave File
The calculations for Colorado FAMLI subject wages were updated to use gross wages. The report and application logic will now use total gross wages, instead of total SUTA subject wages, in the TotalWagesThisPeriod column.
Warning: You must update your existing FAMLI deduction setup, whether you created a local tax or a deduction for this purpose.
If you created a local tax, you must update the existing Colorado FAMLI record On Manage Local Taxes screen and select Gross Pay instead of SUTA Subject Wages on the Tax Based On field. You can also enter a new local tax that is calculated on gross pay. You may exclude pay types from the subject wages by entering that pay type on the Local Taxes subtask of the Manage Pay Type Taxability screen. Severance pay types will have to be excluded from subject wages.
If you created a deduction, you must update the existing Colorado FAMLI deduction on the Manage Deductions screen and select PCTGRS in the Computation Method field. You can also enter a new deduction. You can exclude any pay types from the subject wages by entering them on the Manage Deduction Modify Codes. Severance pay types will have to be excluded from subject wages.
This enhancement requires the following:
cp82_ldppfml_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
District of Columbia Implementation of DCETS Wage File Format (SUTA File) Changed to Payroll Year 2025
8.2.12 (Next Quarterly Release)
Currently, there is no indication when the District of Columbia will transition to the new file format (DCETS Wage File Format) from the old ESSP Wage File Format. For now, the Costpoint Create Quarterly SUTA Tax File screen has been updated to continue supporting the ESPP Wage File Format for 2024 reporting. The new DCETS Wage File Format will be automatically applied in Costpoint for payroll year 2025.
This enhancement requires the following:
cp82_prpsmm_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Guam 2024 Tax Table Updates
8.2.12 (Next Quarterly Release)
The tax tables of Guam were updated based on 2024 federal tax tables.
To support the state requirements, Costpoint adds updated records to the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.
This enhancement requires the following:
Patch dbc_820_11312
Iowa 2024 Tax Table Updates
8.2.12 (Next Quarterly Release)
The State of Iowa revised the IA W-4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar allowance amount, rather than the number of allowances. The withholding formula has also been updated to base the standard deduction on the allowance amount claimed by the employee in the revised IA W-4 instead of the number of allowances.
To calculate Iowa’s state withholding taxes correctly, MR 8.2.9 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.
Effective January 1, 2024, Iowa updated their withholding formula with the following:
The withholding formula now uses three tax brackets of 4.4%, 4.82%, and 5.7%, instead of the four used in 2023.
The state standard deduction amount depends on the state allowances (Credit Amount) claimed
The standard deduction amounts increased to $14,600 or $29,200 annually, up from $13,850 or $27,700.
Manage State Standard Deductions (PRMSSD)
HR/Payroll Administrators can now base the standard deduction amount on the state Credit Amount assigned to the employee in Manage Employee Taxes.
The following field was added to the screen:
Field
Description
Credit Amount
If the state allows a credit amount (reduction in the tax), enter credit amount basis for the standard deduction.
For example, Iowa bases the standard deduction amount on the allowance amount (Credit Amount) claimed by the employee on the IA W-4. As of January 1, 2024, if the employee’s Credit Amount is less than $80, the standard deduction will be $14,600; otherwise, it will be $29,200.
Compute Payroll (PRPCPR)
The application was updated based on the new Iowa withholding formula. When you compute payroll for an Iowa employee, the process will now:
Apply the standard deduction using the employee’s state credit amount as basis.
Deduct the employee’s state credit amount from the annualized state tax liability.
Manage Payroll Records (PRMPTF)
The application was updated based on the new Iowa withholding formula. When you recalculate a record for an employee with Iowa withholding, the process will now:
Apply the standard deduction using the employee’s state credit amount as basis.
Deduct the employee’s state credit amount from the annualized state tax liability.
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
Manage Employee Earnings History (PRMERF)
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
View Payroll Edit Table (PRQPTF)
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
Post Payroll Journal (PRPPPCLS)
The application now includes the employee’s state credit amount when you run the Post Payroll process.
Print Soc Sec and Medicare Reconciliation Report (PRRFICA)
The dynamic tables used by the application were updated.
Print Quarterly Federal Payroll Tax Report (PRRFDTAX)
The dynamic tables used by the application were updated.
Recompute Taxable Wages (PRPRCOMP)
If you select the State checkbox in the Apply Employee’s Current Taxability group box, the application includes the employee’s state credit amount when recomputing state taxable wages.
Void/Replace Posted Paychecks (PRPAVCK)
When you run the Void/Replace Posted Paychecks process, the application populates the employee’s state credit amount on the Manage Payroll Records screen for void and replacement checks (V and W records).
Tax Table Updates
To support the state requirements, this release adds 01/01/2024 Iowa records with 2024 values on the following screens:
Manage State Taxes (PRMSTI)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Tax Tables (PRMSTT)
Filing Status Updates
Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 was updated as follows:
Added new HEAD OF HOUSEHOLD filing status
Changed the description for the SINGLE filing status from “Single” to “Other”
Changed the description for the MARRIED filing status from “Married” to “Married Filing Jointly”
If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.
This enhancement requires the following:
cp82_cmnlib_cpcpr_001.zip
cp82_dbc_820_11301_001.zip
cp82_dbc_820_11311_001.zip
cp82_prmerf_001.zip
cp82_prmssd_001.zip
cp82_prmptf_001.zip
cp82_prpavck_001.zip
cp82_prprcomp_001.zip
cp82_prpppcls_001.zip
cp82_prqerf_001.zip
cp82_prqptf_001.zip
cp82_prrfdtax_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Maine SUTA Electronic Filing
8.2.12 (Next Quarterly Release)
Costpoint adds the ability to create quarterly state unemployment tax files for the Maine Department of Labor’s ReEmployME system. Electronic filing is an option provided by the state, but it is currently not required.
Attention: For more information, see: ReEmployME File Formatting Specifications for Electronic Transmittal of Quarterly Unemployment Contributions and Wage Reporting
Manage SUTA Tax File Data (PRMSMM)
You can now enter ME (Maine) in the SUTA State field. The screen enables the following fields:
Contact Name
Telephone Number
Ext
Reporting ID/UI Account Number
Create Quarterly SUTA Tax File (PRPSMM)
You can now generate quarterly state unemployment tax files for Maine. The application will use Maine quarterly SUTA file layout for the file creation process.
The labels of the following fields were updated to accommodate the Unemployment Program Administrative Fund (UPAF) Assessment Rate and Competitive Skills Scholarship Fund (CSSF) Assessment Rate.
Field
Description
Surcharge / SCUF / UPAF Rate
Enter the unemployment insurance (UI) surcharge rate, the Service Capacity Upgrade Fund (SCUF) rate, or the Unemployment Program Administrative Fund (UPAF) Assessment Rate for the year being reported. This value will be reported in Record T in the electronic file.
This field is applicable if you are creating a file for KY (Kentucky) or ME (Maine).
EAF / Rate
Enter the Employment Administration Fund (EAF) Tax Rate or Competitive Skills Scholarship Fund (CSSF) Assessment Rate to be reported in Record T in the electronic file.
This field is applicable if you are creating a file for MT (Montana), WA (Washington) or ME (Maine).
This enhancement requires the following:
cp82_prmsmm_001.zip
cp82_prpsmm_002.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
New Jersey ACA 1095-C Electronic Filing and Printed 1095-C
8.2.12 (Next Quarterly Release)
New Jersey updated their 1095-C reporting requirements to require all employers (non-self-insured and self-insured) to report 1095-C Part 3 for their New Jersey employees. Previously, only self-insured employers had to report that information.
This release updates Costpoint applications to comply with New Jersey’s latest 1095-C requirements.
Create 1094-C and 1095-C Data (HBP109XC)
The Create 1094-C and 1095-C Data screen provides the following updates:
The application will populate Part III (covered individuals) for New Jersey employees working for non-self-insured employers. Parts I, II, and III will be created for new employees.
Costpoint populates the FED_EXCLUDE_PART3_FL field on the HB_1095C_COVERED tables to indicate that Part III has been populated for a New Jersey employee for a non-self-insured employer.
Create 1094-C and 1095-C Electronic File (HBP1094C)
The Create 1094-C and 1095-C Electronic File screen provides the following updates:
The application can now generate the pipe-delimited file layout for New Jersey employees. For the federal file, the application will not include any Part III data for NJ employees whose employers are not self-insured.
You can now select New Jersey from the State drop-down list in the Government Agency group box.
Manage 1095-C Data (HBM1095C)
The Manage 1095-C Data screen provides the following updates:
Part III (covered individuals) is now fully editable for NJ employees with non-self-insured employers, if applicable.
The Part III – Covered Individuals subtask includes a new checkbox.
Field
Description
Exclude from Part III in Federal Filing
This checkbox indicates if the Part III data will be excluded in the federal filing. A Part III record is created for New Jersey employees with a non-self-insured employer plan. This data is reported to New Jersey but should not be included in the federal filing.
The following message displays for New Jersey on the Part III – Covered Individuals subtask: “Part III data should not be added for non-self-insured employer plans unless the reporting state is New Jersey.”
Print 1095-Cs (HBR1095C)
The Print 1095-Cs screen fully supports printing reports for New Jersey employees with non-self-insured employers.
Print Data Dictionary Report (SYRDD)
The report now provides information for the new FED_EXCLUDE_PART3_FL field in the HB_1095C_COVERED table.
Attention: For more information, see: https://www.nj.gov/treasury/njhealthinsurancemandate/employers.shtml.
This enhancement requires the following:
cp82_dbc_820_11300_001.zip
cp82_hbm1095c_001.zip
cp82_hbr1095c_001.zip
cp82_hbp1094c_001.zip
cp82_hbp109xc_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
New Jersey Form NJ-927 Quarterly Reporting Update
8.2.12 (Next Quarterly Release)
To support New Jersey’s latest NJ-927 quarterly reporting requirements, the following were added to the Print Local Withholding Report (PRRLCWH):
Subject Wages and Excess Wages to the existing report
Quarter field as a parameter in the Selection Ranges group box
Note: This Costpoint update removes the following from the Query options:
Payroll Year Option
Taxable Entity Option
This enhancement requires the following:
cp82_prrlcwh_001.zip
cp82_dbc_820_11333_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Vermont Child Care Contribution Payroll Tax
8.2.12 (Next Quarterly Release)
Vermont created a new payroll tax called the Child Care Contribution to fund its Child Care Financial Assistance Program under a bill that will partially go into effect on July 1, 2024.
The payroll tax is 0.44% of an employee’s covered wages or 0.11% of a self-employed individual’s self-employment income.
Employers are responsible for at least three-quarters of the tax but can choose to pay more.
Employers may deduct one quarter of the tax, or 0.11%, from employees’ wages.
Employers are responsible for withholding the employees' share.
Under the bill, the tax applies to employers that are required to withhold Vermont income tax from employee wages and to employees who have Vermont income tax withheld from their wages.
Employers must remit the tax to the state tax department using the same requirements as Vermont’s income tax, including the time and manner of payment.
Wages subject to federal income tax withholding are subject to the tax.
The bill holds employers responsible for the full amount of any unpaid contributions.
To support the state requirements, Costpoint now provides the abilty to set up, withhold, and report Vermont’s Child Care Contribution payroll tax.
Attention: For more information, see: https://legislature.vermont.gov/Documents/2024/Docs/ACTS/ACT076/ACT076%20As%20Enacted.pdf
Manage Local Taxes (PRMLTI)
You can now select Child Care Contribution Tax option from the Tax Type drop-down list when you set up the new payroll tax for Vermont.
New validations were added for the W-2 reporting setup of Vermont Child Care Contribution payroll tax.
Set Up the Employee-Paid Vermont Child Care Contribution Payroll Tax
Use the following steps to create an employee-paid local tax record for Vermont's Child Care Contribution Payroll Tax.
To set up the employee-paid local tax for Vermont:
On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.
Field
Description
Locality
Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State
Enter VT.
Tax Paid By
Select Employee.
Tax Type
Select Child Care Contribution Tax.
Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage
Select which line number to print Child Care Contribution withheld.
Box 14 Description
Enter CCC.
Local Tax Details
Effective Date: 07/01/2024
Tax Based On: Gross Pay
On the Manage Local Tax Tables screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.
Field
Description
Effective Date
Enter 07/01/2024.
For Taxable Income Over
Enter 0.00.
Base Tax Plus
Enter 0.00.
Percent of Excess
Enter 0.11%.
Note: An employer may choose to withhold up to one-quarter of the Child Care Contribution from an employee's wages. The total CCC payroll tax on wages is 0.44% (or 0.0044), which means that the maximum an employer may elect to withhold from an employee is 0.11% (or 0.0011) of the employee's wages.
On the Manage Local Standard Deductions screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.
On the Manage Employee Taxes screen, assign the employee-paid local tax code to applicable employees.
Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax
Use the following steps to create an employer-paid local tax record for Vermont's Child Care Contribution Payroll Tax.
To set up the employer-paid local tax for Vermont:
On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.
Field
Description
Locality
Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State
Enter VT.
Tax Paid By
Select Employer.
Tax Type
Select Child Care Contribution Tax.
Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage
Not Applicable. Only the employee-paid amount is reported on the W-2 form. The employer should report the portion of CCC withheld from the employee for the tax year on Box 14 of the employee's W-2.
Box 14 Description
Blank
Local Tax Details
Effective Date: 07/01/2024
Tax Based On: Gross Pay
On the Manage Local Tax Tables screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.
Field
Description
Effective Date
Enter 07/01/2024.
For Taxable Income Over
Enter 0.00.
Base Tax Plus
Enter 0.00.
Percent of Excess
Enter 0.33%.
Note: Employers are responsible for at least three-quarters of the tax but can choose to pay more.
On the Manage Local Standard Deductions screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.
On the Manage Employee Taxes screen, assign the employer-paid local tax code to applicable employees.
This enhancement requires the following:
cp82_prmlti_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Virgin Islands 2024 Tax Table Updates
8.2.12 (Next Quarterly Release)
The tax tables of Virgin Islands were updated based on 2024 federal tax tables.
To support the state requirements, Costpoint adds updated records to the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.
This enhancement requires the following:
Patch dbc_820_11312
Virginia 2024 Tax Table Update
8.2.12 (Next Quarterly Release)
Virginia updated its formula for computing tax to be withheld effective for wages paid after april 1, 2024, for taxable year 2024 and after filers. The standard deduction increased from $8,000 to $8,500.
Attention: For more information, refer to https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-tables.pdf.
This enhancement requires the following:
cp82_dbc_820_11301_001.zip
cp82_dbc_820_11372_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Washington 2024 Q1 SUTA Electronic Filing
8.2.12 (Next Quarterly Release)
The ICESA Washington Bulk Format Specification S Record layout was updated with a new field in positions 221-275 to report the employee’s job title. To support the latest change to the state’s file format, the Create Quarterly SUTA Tax File screen and Export Payroll Taxes screen have been updated.
Create Quarterly SUTA Tax File (PRPSMM)
The application now populates positions 221-275 of Washington’s S Record with the employee’s detail job title description.
Export Payroll Taxes (PRPEXTAX)
The tax file has been updated as follows:
A new Field 91 has been added to all ET records
The new Field 91 will be populated with the employee’s job title description in the SUTA record.
Attention: For more information, see: https://media.esd.wa.gov/esdwa/Default/ESDWAGOV/employer-Taxes/ICESA-bulk-filing-specs.pdf.
This enhancment requires the following:
cp82_prpextax_001.zip
cp82_prpsmm_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Vermont Child Care Contribution Payroll Tax
8.2.11
Vermont created a new payroll tax called the Child Care Contribution to fund its Child Care Financial Assistance Program under a bill that will partially go into effect on July 1, 2024.
The payroll tax is 0.44% of an employee’s covered wages, or 0.11% of a self-employed individual’s self-employment income.
Employers are responsible for at least three-quarters of the tax but can choose to pay more.
Employers may deduct one quarter of the tax, or 0.11%, from employees’ wages.
Employers are responsible for withholding the employees' share.
Under the bill, the tax applies to employers that are required to withhold Vermont income tax from employee wages and to employees who have Vermont income tax withheld from their wages.
Employers must remit the tax to the state tax department using the same requirements as Vermont’s income tax, including the time and manner of payment.
Wages subject to federal income tax withholding are subject to the tax.
The bill holds employers responsible for the full amount of any unpaid contributions.
To support the state requirements, Costpoint now provides the ability to set up, withhold, and report Vermont’s Child Care Contribution payroll tax.
Attention: For more information, see: https://legislature.vermont.gov/Documents/2024/Docs/ACTS/ACT076/ACT076%20As%20Enacted.pdf
Manage Local Taxes (PRMLTI)
You can now select Child Care Contribution Tax option from the Tax Type drop-down list when you set up the new payroll tax for Vermont.
New validations were added for the W-2 reporting setup of Vermont Child Care Contribution payroll tax.
Set Up the Employee-Paid Vermont Child Care Contribution Payroll Tax
Use the following steps to create an employee-paid local tax record for Vermont's Child Care Contribution Payroll Tax.
To set up the employee-paid local tax for Vermont:
On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.
Field
Description
Locality
Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State
Enter VT.
Tax Paid By
Select Employee.
Tax Type
Select Child Care Contribution Tax.
Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage
Select which line number to print Child Care Contribution withheld.
Box 14 Description
Enter CCC.
Local Tax Details
Effective Date: 07/01/2024
Tax Based On: Gross Pay
On the Manage Local Tax Tables screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.
Field
Description
Effective Date
Enter 07/01/2024.
For Taxable Income Over
Enter 0.00.
Base Tax Plus
Enter 0.00.
Percent of Excess
Enter 0.11%.
Note: An employer may choose to withhold up to one quarter of the Child Care Contribution from an employee's wages. The total CCC payroll tax on wages is 0.44% (or 0.0044), which means that the maximum an employer may elect to withhold from an employee is 0.11% (or 0.0011) of the employee's wages.
On the Manage Local Standard Deductions screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.
On the Manage Employee Taxes screen, assign the employee-paid local tax code to applicable employees.
Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax
Use the following steps to create an employer-paid local tax record for Vermont's Child Care Contribution Payroll Tax.
To set up the employer-paid local tax for Vermont:
On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.
Field
Description
Locality
Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State
Enter VT.
Tax Paid By
Select Employer.
Tax Type
Select Child Care Contribution Tax.
Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage
Not applicable. Only the employee-paid amount is reported on the W-2 form. The employer should report the portion of CCC withheld from the employee for the tax year on Box 14 of the employee's W-2.
Box 14 Description
Blank
Local Tax Details
Effective Date: 07/01/2024
Tax Based On: Gross Pay
On the Manage Local Tax Tables screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.
Field
Description
Effective Date
Enter 07/01/2024.
For Taxable Income Over
Enter 0.00.
Base Tax Plus
Enter 0.00.
Percent of Excess
Enter 0.33%.
Note: Employers are responsible for at least three-quarters of the tax but can choose to pay more.
On the Manage Local Standard Deductions screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.
On the Manage Employee Taxes screen, assign the employer-paid local tax code to applicable employees.
Virginia 2024 Tax Table Update
8.2.11
Virginia updated its formula for computing tax to be withheld effective for wages paid after April 1, 2024, for taxable year 2024 and after filers. The standard deduction increased from $8,000 to $8,500.
Attention: For more information, refer to https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-tables.pdf.
To support the state requirements, this release adds records to the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
This enhancement requires the following:
Patch dbc_820_11372
2024 SUTA Wage Base
8.2.10
This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.
West Virginia
The unemployment-taxable wage base increased from $9,000 to $9,521.
This enhancement requires the following:
Patch dbc_820_11331
California Pay Data Reporting Updates
8.2.10
California Pay Data Reporting requirements were updated for the 2023 reporting year due May 8, 2024. Employers must now report whether employees worked remotely during the snapshot period. The new data to be reported includes:
Number of employees that do not work remotely
Number of remote employees located within California
Number of remote employees located outside of California
For Labor Contractor Employee Reports, reporting “unknown” race/ethnicity or sex of a labor contractor employee is no longer permitted.
Attention: For more information, see: https://calcivilrights.ca.gov/wp-content/uploads/sites/32/2021/01/CA-Pay-Data-Reporting-User-Guide.pdf
Print EEO-1 Report (HAREEO1)
The Payroll Employee Report and the Labor Contractor Employee Report for California Pay Data now display the following:
Number of employees that do not work remotely
Number of remote employees located within California
Number of remote employees located outside of California
A warning message will display in the California Pay Data Warning Report if employees in the Labor Contractor Employee Report belong to one of the following Race/Ethnicity/Sex codes.
U10 - Unknown Race/Ethnicity, Known Male
U20 - Unknown Race/Ethnicity, Known Female
U30 - Unknown Race/Ethnicity, Known Non-binary
UU - Unknown Race/Ethnicity, Unknown Sex
Manage Employee Salary Information (LDMEHIS)
The following field has been added on the HR Information tab of the Manage Employee Salary Information screen.
Field
Description
California Pay Data Reporting Remote Worker Status
From the drop-down list, select the employee’s remote worker status for California Pay Data Reporting purposes. Ensure that the information is true for the snapshot period you normally use for the California Pay Data Report.
Does not work remotely: This is a non-remote employee assigned to a California establishment during the snapshot period. This is the default value.
Remote employee located within California: This is a remote employee assigned to a California or non-California establishment whose state of residence is California during the snapshot period.
Remote employee located outside California: This is a remote employee assigned to a California establishment whose state of residence is not in California during the snapshot period.
This field will be used in the California Pay Data Report on the Print EEO-1 Report (HAREEO1) application.
Note: The California Pay Data Reporting Remote Worker Status field has been also added to the following screens:
Salary Details subtask of the Manage Employee Information screen
View Salary Information screen
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report now provides information for the new CA_REMOTE_WORKER columns that have been added to the following database tables for this enhancement:
EMPL_LAB_INFO
EMPL_LAB_INFO_ADT
Colorado PFML Wage Report Update
8.2.10
When Colorado Paid Family Leave Reporting was added, the state defined wages as SUTA eligible wages. Colorado later changed the wages definition to gross wages. This enhancement updates the Create Quarterly Family and Medical Leave File (LDPPFML) screen to support Colorado’s latest requirements.
Note: For more information, refer to: https://content.govdelivery.com/accounts/CODLE/bulletins/3705eb4
Create Quarterly Family and Medical Leave File
The calculations for Colorado FAMLI subject wages were updated to use gross wages. The report and application logic will now use total gross wages, instead of total SUTA subject wages, in the TotalWagesThisPeriod column.
Warning: You must update your existing FAMLI deduction setup, whether you created a local tax or a deduction for this purpose.
If you created a local tax, you must update the existing Colorado FAMLI record on the Manage Local Taxes screen and select Gross Pay instead of SUTA Subject Wages in the Tax Based On field. You can also enter a new local tax that is calculated on gross pay. You may exclude pay types from the subject wages by entering that pay type on the Local Taxes subtask of the Manage Pay Type Taxability screen. Severance pay types will have to be excluded from subject wages.
If you created a deduction, you must update the existing Colorado FAMLI deduction on the Manage Deductions screen and select PCTGRS in the Computation Method field. You can also enter a new deduction. You can exclude any pay types from the subject wages by entering them on the Manage Deduction Modify Codes screen. Severance pay types will have to be excluded from subject wages.
New Jersey Form NJ-927 Quarterly Reporting Update
8.2.10
To support New Jersey’s latest NJ-927 quarterly reporting requirements, the following were added to the Print Local Withholding Report (PRRLCWH):
Subject Wages and Excess Wages to the existing report
Quarter field as a parameter in the Selection Ranges group box
Note: This Costpoint update removes the following from the Query options:
Payroll Year Option
Taxable Entity Option
Washington 2024 Q1 SUTA Electronic Filing
8.2.10
The ICESA Washington Bulk Format Specification S Record layout was updated with a new field in positions 221-275 to report the employee’s job title. To support the latest change to the state’s file format, the Create Quarterly SUTA Tax File screen and Export Payroll Taxes screen have been updated.
Create Quarterly SUTA Tax File (PRPSMM)
The application now populates positions 221-275 of Washington’s S Record with the employee’s detail job title description.
Export Payroll Taxes (PRPEXTAX)
The tax file has been updated as follows:
A new Field 91 has been added to all ET records.
The new Field 91 will be populated with the employee’s job title description in the SUTA record.
Attention: For more information, see: https://media.esd.wa.gov/esdwa/Default/ESDWAGOV/employer-Taxes/ICESA-bulk-filing-specs.pdf.
District of Columbia Implementation of DCETS Wage File Format (SUTA File) Changed to Payroll Year 2025
8.2.9
Currently, there is no indication when the District of Columbia will transition to the new file format (DCETS Wage File Format) from the old ESSP Wage File Format. For now, the Costpoint Create Quarterly SUTA Tax File screen has been updated to continue supporting the ESPP Wage File Format for 2024 reporting. The new DCETS Wage File Format will be automatically applied in Costpoint for payroll year 2025.
Guam 2024 Tax Table Updates
8.2.9
The tax tables of Guam were updated based on 2024 federal tax tables.
To support the state requirements, Costpoint adds updated records to the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.
This enhancement requires the following:
Patch dbc_820_11312
Iowa 2024 Tax Table Updates
8.2.9
The State of Iowa revised the IA W-4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar allowance amount, rather than the number of allowances. The withholding formula has also been updated to base the standard deduction on the allowance amount claimed by the employee in the revised IA W-4 instead of the number of allowances.
To calculate Iowa’s state withholding taxes correctly, MR 8.2.9 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.
Effective January 1, 2024, Iowa updated their withholding formula with the following:
The withholding formula now uses three tax brackets of 4.4%, 4.82%, and 5.7%, instead of the four used in 2023.
The state standard deduction amount depends on the state allowances (Credit Amount) claimed
The standard deduction amounts increased to $14,600 or $29,200 annually, up from $13,850 or $27,700.
Manage State Standard Deductions (PRMSSD)
HR/Payroll Administrators can now base the standard deduction amount on the state Credit Amount assigned to the employee in Manage Employee Taxes.
The following field was added to the screen:
Field
Description
Credit Amount
If the state allows a credit amount (reduction in the tax), enter credit amount basis for the standard deduction.
For example, Iowa bases the standard deduction amount on the allowance amount (Credit Amount) claimed by the employee on the IA W-4. As of January 1, 2024, if the employee’s Credit Amount is less than $80, the standard deduction will be $14,600; otherwise, it will be $29,200.
Compute Payroll (PRPCPR)
The application was updated based on the new Iowa withholding formula. When you compute payroll for an Iowa employee, the process will now:
Apply the standard deduction using the employee’s state credit amount as basis.
Deduct the employee’s state credit amount from the annualized state tax liability.
Manage Payroll Records (PRMPTF)
The application was updated based on the new Iowa withholding formula. When you recalculate a record for an employee with Iowa withholding, the process will now:
Apply the standard deduction using the employee’s state credit amount as basis.
Deduct the employee’s state credit amount from the annualized state tax liability.
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
Manage Employee Earnings History (PRMERF)
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
View Payroll Edit Table (PRQPTF)
The following field was added to the State Taxes subtask:
Field
Description
Credit Amount
This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.
Post Payroll Journal (PRPPPCLS)
The application now includes the employee’s state credit amount when you run the Post Payroll process.
Print Soc Sec and Medicare Reconciliation Report (PRRFICA)
The dynamic tables used by the application were updated.
Print Quarterly Federal Payroll Tax Report (PRRFDTAX)
The dynamic tables used by the application were updated.
Recompute Taxable Wages (PRPRCOMP)
If you select the State checkbox in the Apply Employee’s Current Taxability group box, the application includes the employee’s state credit amount when recomputing state taxable wages.
Void/Replace Posted Paychecks (PRPAVCK)
When you run the Void/Replace Posted Paychecks process, the application populates the employee’s state credit amount on the Manage Payroll Records screen for void and replacement checks (V and W records).
Tax Table Updates
To support the state requirements, this release adds 01/01/2024 Iowa records with 2024 values on the following screens:
Manage State Taxes (PRMSTI)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Tax Tables (PRMSTT)
Filing Status Updates
Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 was updated as follows:
Added new HEAD OF HOUSEHOLD filing status
Changed the description for the SINGLE filing status from “Single” to “Other”
Changed the description for the MARRIED filing status from “Married” to “Married Filing Jointly”
If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.
New Jersey ACA 1095-C Electronic Filing and Printed 1095-C
8.2.9
New Jersey updated their 1095-C reporting requirements to require all employers (non-self-insured and self-insured) to report 1095-C Part 3 for their New Jersey employees. Previously, only self-insured employers had to report that information.
This release updates Costpoint applications to comply with New Jersey’s latest 1095-C requirements.
Create 1094-C and 1095-C Data (HBP109XC)
The Create 1094-C and 1095-C Data screen provides the following updates:
The application will populate Part III (covered individuals) for New Jersey employees working for non-self-insured employers. Parts I, II, and III will be created for new employees.
Costpoint populates the FED_EXCLUDE_PART3_FL field on the HB_1095C_COVERED tables to indicate that Part III has been populated for a New Jersey employee for a non-self-insured employer.
Create 1094-C and 1095-C Electronic File (HBP1094C)
The Create 1094-C and 1095-C Electronic File screen provides the following updates:
The application can now generate the pipe-delimited file layout for New Jersey employees. For the federal file, the application will not include any Part III data for NJ employees whose employers are not self-insured.
You can now select New Jersey from the State drop-down list in the Government Agency group box.
Manage 1095-C Data (HBM1095C)
The Manage 1095-C Data screen provides the following updates:
Part III (covered individuals) is now fully editable for NJ employees with non-self-insured employers, if applicable.
The Part III – Covered Individuals subtask includes a new checkbox.
Field
Description
Exclude from Part III in Federal Filing
This checkbox indicates if the Part III data will be excluded in the federal filing. A Part III record is created for New Jersey employees with a non-self-insured employer plan. This data is reported to New Jersey but should not be included in the federal filing.
The following message displays for New Jersey on the Part III – Covered Individuals subtask: “Part III data should not be added for non-self-insured employer plans unless the reporting state is New Jersey.”
Print 1095-Cs (HBR1095C)
The Print 1095-Cs screen fully supports printing reports for New Jersey employees with non-self-insured employers.
Print Data Dictionary Report (SYRDD)
The report now provides information for the new FED_EXCLUDE_PART3_FL field in the HB_1095C_COVERED table.
Attention: For more information, see: https://www.nj.gov/treasury/njhealthinsurancemandate/employers.shtml.
This enhancement requires the following:
Patch dbc_820_11300
Virgin Islands 2024 Tax Table Updates
8.2.9
The tax tables of Virgin Islands were updated based on 2024 federal tax tables.
To support the state requirements, Costpoint adds updated records to the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.
This enhancement requires the following:
Patch dbc_820_11312
2024 SUTA Wage Base
8.2.8
This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.
Hawaii
The unemployment-taxable wage base increased from 56,700 to $59,100.
Idaho
The unemployment-taxable wage base increased from 49,900 to $53,500.
Kentucky
The unemployment-taxable wage base increased from 11,100 to $11,400.
New Mexico
The unemployment-taxable wage base increased from $30,100 to $31,700.
North Carolina
The unemployment-taxable wage base increased from $29,600 to $31,400.
North Dakota
The unemployment-taxable wage base increases from $40,800 to $43,800.
Oklahoma
The unemployment-taxable wage base increased from $25,700 to $27,000.
Rhode Island
The unemployment-taxable wage base increased:
From $29,700 to $30,700 for employers assigned the highest tax rate.
From $ 28,200 to $29,200 for all other employers.
Virgin Islands
The unemployment-taxable wage base increased from 30,200 to $31,000.
This enhancement requires the following:
Patch dbc_820_11285
Patch dbc_820_11294
Patch dbc_820_11297
Illinois 2024 Tax Table Updates
8.2.8
The value of a state allowance increased from $2,425 to $2,775.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11294
Indiana 2024 Tax Table Updates
8.2.8
The following state tax updates are effective 01/01/2024:
The state withholding rate decreased from 3.15% to 3.05%.
The employer is not required to withhold state or county income tax on some employees if the employee will work in Indiana for 30 days or less during the taxable year.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: https://www.in.gov/dor/files/dn01.pdf.
This enhancement requires the following:
Patch dbc_820_11285
Iowa 2024 Tax Table Update: Allow Employees to Provide New Iowa W-4 Setup before Payroll Computation Changes
8.2.8
The State of Iowa provided the revised IA-W4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar credit amount. The standard deduction will now depend on the allowance amount claimed by the employee in the revised IA-W4 instead of the number of allowances.
To calculate Iowa’s state withholding taxes correctly, the upcoming MR 8.2.9 will introduce changes to the Costpoint Compute Payroll process. Before you apply the payroll computation changes, you can install MR 8.2.8, which applies changes to multiple Costpoint screens that will enable Iowa employees to update their W-4 information.
State Withholding (ESMSTATEWH)
A new Credit Amount field was added to the State Withholding and Other Withholding State(s) to store the employee’s state credit amount.
Field
Description
Credit Amount
Enter the total state credit amount. For Iowa, if you are not exempt, then this is the total allowance amount on 2024 IA W-4.
This field is enabled for Iowa only.
The application populates the new column in the EMPL_TAX_ADT table that is used to track changes to the state credit amount.
Note: In addition to the changes for Iowa, the references to WH-4 line numbers were removed from the screen’s information message on adopted child exemption. The updates on the State Withholding screen also apply to the State Withholding tab on the Life Events/New Hires screen.
Manage Employee Taxes (PRMETAX)
A new Credit Amount field was added to the State tab and Multi-State Taxes subtask to store the employee’s state credit amount. This field will be enabled only if the Withholding State is Iowa.
Field
Description
Credit Amount
If the state allows a credit amount (reduction in the tax), enter the employee's credit amount. The field does not provide a default credit amount value since you must update this field based on the W-4 Form. For example, Iowa allows a credit amount beginning January 1, 2024, and you will need to enter the credit amount based on the 2024 IA W-4 Form.
According to the Iowa Department of Revenue website:
"Employers who expect to receive updated W-4 forms from employees using the 2024 IA-W-4 form, but who have not yet received the updated W-4 form, may temporarily use $40 as the total allowance amount and $0 as the additional withholding amount when calculating these employees’ withholding amounts.
Alternatively, for employees who have furnished Form W-4 in any year before 2024, employers may continue to compute withholding based on the information from the employee's most recently furnished Form W-4 but, if they do, must make the following modification: Multiply the number of allowances claimed on line 6 of the pre-2024 W-4 by $40 to determine the amount of allowances. For example, if an employee claims 6 total allowances on a 2023 IA W-4, when calculating the 2024 Iowa withholding the employer should use $240 (6*$40) of total allowances."
This field is enabled for Iowa only.
Populate the new column in the EMPL_TAX_ADT table with changes to the State Credit Amount field.
Note: The updates on the Manage Employee Taxes screen also apply to the Taxes subtask of the Manage Employee Information screen.
View Employee Taxes (PRQETAX)
A new Credit Amount field was added to the State tab and Multi-State Taxes subtask to store the employee’s state credit amount. This field will be enabled only if the Withholding State is Iowa.
Field
Description
Credit Amount
This field displays the employee's state credit amount.
A column was added to the EMPL_TAX_ADT table to track changes to the new State Credit Amount column in the EMPL_TAX table.
Print Data Dictionary Report (SYRDD)
The report now provides information for the new State Credit Amount (ST_CREDIT_AMT) column in the following tables.
EMPL_TAX
EMPL_TAX_ADT
EMPL_TAX_MULTI
EMPL_TAX_MULTI_ADT
This enhancement requires the following:
Patch dbc_820_11293
Maryland 2024 Tax Table Updates
8.2.8
Three Maryland counties made changes to their income tax rates for 2024.
Cecil County
The local tax rate decreased from 2.8% to 2.75%.
Anne Arundel County
For taxpayers with filing statuses of Single, Married Filing Separately, or Dependent, the local tax rates are as follows:
.0270 of Maryland taxable income of $1 through $50,000;
.0281 of Maryland taxable income of $50,001 through $400,000; and
.0320 of Maryland taxable income of over $400,000
For taxpayers with filing statuses of Married Filing Jointly, Head of Household, or Qualified Surviving Spouse, the local tax rates are as follows:
.0270 of Maryland taxable income of $1 through $75,000;
.0281 of Maryland taxable income of $75,001 through $480,000; and
.0320 of Maryland taxable income of over $480,000
Frederick County
For taxpayers with filing statuses of Single, Married Filing Separately, and Dependent Taxpayer, the local tax rates are as follows:
.0225 for taxpayers who have a net taxable income between $1 and not exceeding $25,000;
.0275 for taxpayers who have a net taxable income between $25,001 and not exceeding $50,000;
.0296 for taxpayers who have a net taxable income between $50,001 and not exceeding $150,000; and
.0320 for taxpayers who have a net taxable income of $150,001 or more;
For taxpayers with filing statuses of Married Filing Jointly, Head of Household, or Qualified Surviving Spouse, the local tax rates are as follows:
.0225 for taxpayers who have a net taxable income between $1 and not exceeding $25,000;
.0275 for taxpayers who have a net taxable income between $25,001 and not exceeding $100,000;
.0296 for taxpayers who have a net taxable income between $100,001 and not exceeding $250,000; and
.0320 for taxpayers who have a net taxable income of $250,001 or more.
The minimum and maximum standard deduction increased to $1,800 and $2,700 annually, up from $1,700 and $2,550.
Attention: For more information, see: https://www.marylandtaxes.gov/forms/24-forms/Withholding-Guide.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11296
Massachusetts 2024 Tax Table Updates
8.2.8
The following state tax updates are effective 01/01/2024:
The surtax, which is 4% on income of more than $1,053,750 for 2024, has been included in the withholding method.
The amounts that could be added to state allowances for heads of households or blindness were removed, leaving only amounts that can instead be subtracted from the tax owed by heads of households or blind individuals.
A similar percentage method applies to pension or annuity payments with the same surtax threshold.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: https://www.mass.gov/doc/massachusetts-circular-m-income-tax-withholding-tables-at-50-effective-january-1-2024/download.
This enhancement requires the following:
Patch dbc_820_11294
Michigan 2024 Tax Table Updates
8.2.8
The following state tax updates are effective 01/01/2024:
The state plans to return its flat income tax rate to 4.25% in 2024 after it decreased in 2023.
The value of a state allowance increased from $5,400 to $5,600.
The withholding rate is 4.25% of compensation after deducting the personal and dependent exemption allowance.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: 446 Michigan Income Tax Withholding Guide.
This enhancement requires the following:
Patch dbc_820_11296
Minnesota 2024 Tax Table Updates
8.2.8
The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,800 to $5,050.
The tax brackets used in the percentage method were adjusted.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, refer to: https://www.revenue.state.mn.us/sites/default/files/2023-12/wh-inst-24_1.pdf.
This enhancement requires the following:
Patch dbc_820_11294
Mississippi 2024 Tax Table Updates
8.2.8
For 2024, the flat tax rate decreased from 5% to 4.7%.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: https://www.dor.ms.gov/sites/default/files/Business/Computer%20Payroll%20Flowchart%20-%2009-26-23.pdf.
This enhancement requires the following:
Patch dbc_820_11294
North Dakota 2024 Tax Table Updates
8.2.8
The tax brackets used in the percentage method were adjusted.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: https://www.tax.nd.gov/sites/www/files/documents/forms/business/it-withholding/income-tax-withholding-rates-and-instructions-booklet.pdf.
This enhancement requires the following:
Patch dbc_820_11294
Oregon 2024 Tax Table Updates
8.2.8
The Oregon Department of Revenue (DOR) issued guidance on withholding tax formulas, effective January 1, 2024.
The federal tax adjustment amount increased from $7,800 to $8,250 for an employee with annual wages up to $50,000.
The federal tax adjustment phase out amounts for an employee with annual wages of 50,000 or greater has changed in 2024.
The tax table has changed for an employee with annual wages up to $50,000.
The tax table has changed for an employee with annual wages $50,000 or higher.
The allowance amount increased from $236 to $249.
The standard deduction amount increased from $2,605 to $2,745 for an employee filing Single with fewer than three allowances.
The standard deduction amount increased from $5,210 to $5,495 for an employee filing Single with three or more allowances.
The standard deduction amount increased from $5,210 to $5,495 for an employee filing Married.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Attention: For more information, see: https://www.oregon.gov/dor/programs/businesses/Documents/withholding-tax-formulas_206-436_2024.pdf.
This enhancement requires the following:
Patch dbc_820_11296
Vermont 2024 Tax Table Updates
8.2.8
The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,850 to $5,100, annually.
The tax brackets used in the percentage method were adjusted.
Attention: For more information, see: https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2024.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11285
2024 SUTA Wage Base
8.2.7
This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.
Alaska
The unemployment-taxable wage base increases from $47,100 to $49,700.
Colorado
The unemployment-taxable wage base increases from 20,400 to $23,800.
Illinois
The unemployment-taxable wage base increases from $13,271 to $13,590.
Minnesota
The unemployment-taxable wage base increases from $40,000 to $42,000.
Montana
The unemployment-taxable wage base increases from 40,500 to $43,000.
Oregon
The unemployment-taxable wage base increases from $50,900 to $52,800.
Utah
The unemployment-taxable wage base increases from $44,800 to $47,000.
This enhancement requires the following:
Patch dbc_820_11271
Patch dbc_820_11280
Patch dbc_820_11274
Alabama Overtime Pay Exemption
8.2.7
For the tax year beginning on or after January 1, 2024, through June 30, 2025, overtime pay received by a full-time hourly wage-paid employee for hours worked above 40 in any given week are excluded from gross income and, therefore, exempt from Alabama state income tax. Tied with this exemption are employer reporting requirements to the Alabama Department of Revenue.
Employers are required to report the total aggregate amount of overtime paid and the total number of employees who received overtime pay in the State of Alabama in compliance with ACT 2023-421 Alabama Overtime Pay Exemption.
Employers must report the following:
One-Time Report – Historical 2023 Overtime Data:
This report is due by January 31, 2024.
Employers are required to report the following:
Aggregate amount of overtime paid during 2023 calendar year
Total number of full-time hourly employees who received overtime pay in 2023
Monthly/Quarterly Reporting Beginning for 2024 Tax Year:
This is reported with Form A-6 (monthly) and Form A-1 (quarterly) withholding returns.
Employers are required to report the following:
Aggregate amount of overtime paid during the period (month/quarter)
Total number of full-time hourly employees who received overtime pay
Attention: For more information, see: https://www.revenue.alabama.gov/individual-corporate/overtime-exemption/
Costpoint provides a new application that allows employers to comply with the new reporting requirements of Alabama.
Print State Overtime Wages Report (PRRSOTW)
The new Print State Overtime Wages Report will print the aggregate amount paid and the total number of hourly employees who received overtime pay in the specifiedTaxable Entity, check date range, and Withholding State. You may opt to include a list of employees in the report. Currently, this report is applicable for the State of Alabama only. To access this screen, click to People » Payroll » Tax Reporting » Print State Overtime Wages Report.
If check dates are before January 1, 2024, or after June 30, 2025, which are outside the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types only. The pay type’s Overtime checkbox must be selected on the Manage Pay Types screen.
If check dates are within the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types and overtime pay type taxability. The following setup must be done on the Manage Pay Types screen and Manage Pay Type Taxability screen.
How to Set Up Alabama Overtime Pay Exemption
On the Manage Pay Types screen, add a pay type code to represent the Alabama Overtime Pay Exemption pay type.
Set up the following for the added pay type code:
Select the Overtime checkbox.
Clear the Salaried checkbox.
Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Types screen:
On the Manage Pay Type Taxability screen, add a record for the Alabama Overtime Pay Exemption pay type code.
On the State subtask, add a row for Alabama and select Exempt from the Income Taxability drop-down list.
Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Type Taxability screen:
On the Manage Timesheet screen, create a timesheet line for overtime wages by setting up the following:
Assign the Alabama Overtime Exemption pay type code in the Timesheet Line’s Pay Type field.
Enter the amount of overtime wages that are exempt from Alabama’s withholding tax in the Labor Cost field.
Export Payroll Taxes (PRPEXTAX)
This update adds the following fields to the Employee Tax (ET) Record - Employee State Tax Withholding (STEE):
Field 88: CHECK Alabama Overtime Exempt Wages
Field 89: QTD Alabama Overtime Exempt Wages
Field 90: YTD Alabama Overtime Exempt Wages
Colorado 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
For employees with a federal filing status of married filing jointly or qualifying surviving spouse, the standard deduction amount rises from $9,000 to $10,000.
For all other filing statuses, the standard deduction amount rises from $4,500 to $5,000.
Attention: For more information, see:
Colorado Employee Withholding Certificate: https://tax.colorado.gov/DR0004
Withholding Worksheet: https://tax.colorado.gov/sites/tax/files/documents/DR1098_2023.pdf
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
State Withholding (ESMSTATEWH)
Life Events/New Hires (ESMLIFEEVENT)
This enhancement requires the following:
Patch dbc_820_11273
Connecticut 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The two lowest tax rates in the withholding calculation rules were reduced to 2% and 4.5%, instead of 3% and 5%, for all withholding codes.
The Phase-Out Add-Back tax rate decreases from 3% to 2%.
The Tax Recapture table has been updated.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11273
Florida 2023 Reemployment Tax Electronic Filing Schema Version 1.3 Update
8.2.7
Florida has added schema version 1.3 for 2023. Costpoint now supports Florida’s updated Reemployment Tax XML package, in which the pattern [ -)|+-ÿ]+ has been replaced with ([A-Za-z0-9'\-] ?)[ -)|+-ÿ]+ for the name fields, address fields, and title field.
The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.
Attention: Please refer to the RT_changes.xlsx file in the Reemployment Tax XML Package for all the changes from version 1.2.
Georgia 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The 2024 withholding methods use a flat tax rate of 5.49%.
The graduated tax rates used for supplemental payments were mostly unchanged, except the highest rate decreased from 5.75% to 5.49%.
The standard deduction amount increases from $7,100 to $24,000 for employees that are Married Filing Joint Return.
The standard deduction amount increases from $5,400 to $12,000 for employees that are Single or Head of Household.
The standard deduction amount increases to $3,550 to $12,000 for employees that are Married Filing Separate Return.
The personal allowance that depended on filing status has been removed.
Attention: For more information, see: https://dor.georgia.gov/employers-tax-guide.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280
Maine 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,700 to $5,000.
The maximum standard deduction increased from $11,000 to $11,750 for single employees and from $24,850 to $26,350 for married employees.
The standard deduction decreases according to a formula for single employees who earn more than $97,150 annually, up from $91,500, or for married employees who earn more than $194,300 annually, up from $183,050.
The deduction reaches zero when a single employee earns at least $172,150 annually, up from $166,500, or when a married employee earns at least $344,300 annually, up from $333,050.
The tax brackets used in the percentage method were also adjusted.
Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/24_wh_tab_instr.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271
Maryland 2023 W-2 Electronic Filing
8.2.7
The RW record must now be included in the electronic file according to the 2023 Maryland Employer Reporting of W2s Instructions and Specifications.
Attention: For more information, see: 2023 Maryland Employer Reporting of W2s Instructions and Specifications.
The Create State W-2 File (PRPW2S) screen was updated to support the latest electronic file W-2 file format for Maryland.
The NAICS Code field should be a 6-digit value for Maryland.
The following values are set in the file for Maryland:
RE record, Location 26 (Terminating Business Indicator) is now set to 0.
RE record, Location 31-39 (Other EIN) is now set to blank.
Missouri 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The withholding formula uses tax rates of zero to 4.8%, instead of the previous range of zero to 4.95%.
The state’s standard deductions have increased for all filing statuses.
The state’s supplemental tax rate decreased to 4.8%.
Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2024.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11274
Montana 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
Employees are now required to use the same filing status they use for federal purposes.
New tax brackets are now used in the withholding formula.
The supplemental tax rate decreased from 6% to 5%.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11273
Nebraska 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The annual state allowance increased from $2,140 to $2,250.
The percentage method tables have been updated.
Attention: For more information, see: https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/business/Cir_En_2023/2024cir_en_whole.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271
New Mexico 2024 Tax Table Updates
8.2.7
Effective 01/01/2024, the tax brackets were updated in the New Mexico Wage Withholding Tables for Percentage Method of Withholding.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11274
North Carolina 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The rate used for withholding decreases from 4.85%. to 4.6%.
The supplemental tax rate decreases from 4.85%. to 4.6%.
Attention: For more information, see: https://www.ncdor.gov/tax-forms/2024-nc-30/open.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280
North Carolina Q4 2023 SUTA Electronic Filing - New/Updated File Formats
8.2.7
Costpoint now supports the new and updated file formats to be used in the new North Carolina State Unemployment Insurance Tax System (NCSUITS) beginning Q4. NCSUITS is a new, modernized system to administer North Carolina’s unemployment insurance tax program.
Attention: For more information, see:
https://www.des.nc.gov/documents/files/suits-wage-report-and-payment-file-specification/open
https://www.des.nc.gov/documents/files/employer-efw2-interface-file-definition/open
Create Quarterly SUTA Tax File (PRPSMM)
The following are the changes to the file format for North Carolina:
N and RS records were removed.
The RE record was updated.
RA, RW, RT, and RF records were added.
The screen displays a warning if the file name is blank or its extension is not “.efw.”
Validations were added for Configure Company Information screen fields.
Manage SUTA Tax File Data (PRMSMM)
The following fields are now enabled for North Carolina:
Contact Name
Telephone Number
Ext
Unit/Division Location/Plant Code
Pay Types Excluded in Hours Worked
The following fields are now required for North Carolina:
Contact Name
The following fields are now disabled for North Carolina:
Remitter Number/Employees Outside County
Seasonal Wage Code
Manage SUTA Quarterly Reporting Data (PRMQRD)
This update adds adjustment reason codes for North Carolina in the S_SUTA_ADJ_RSN_CD table.
Manage Employee Taxes (PRMETAX)
The Owner/Officer and Occupational/SOC Code fields are now applicable to North Carolina.
Note: This update also applies to the View Employee Taxes screen and the Taxes subtask of the Manage Employee Information screen.
Oklahoma 2024 Tax Table Updates
8.2.7
The top tax bracket was increased for married employees.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271
Rhode Island 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The brackets used in the percentage method were adjusted.
The annual wage threshold above which the value of a state allowance is zero increased from $260,550 to $274,650.
Attention: For more information, refer to: https://tax.ri.gov/sites/g/files/xkgbur541/files/2023-12/2024%20Withholding%20Tax%20Booklet.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11280
South Carolina 2024 Tax Table Updates
8.2.7
The following state tax updates are effective 01/01/2024:
The value of a state allowance increased from $4,310 to $4,610.
The maximum standard deduction increased from $6,475 to $6,925.
The tax brackets used in the percentage method were also adjusted.
Attention: For more information, see: https://dor.sc.gov/forms-site/Forms/WH1603F_2024.pdf.
To support the state requirements, this update adds records to the following screens:
Manage State Taxes (PRMSTI)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
This enhancement requires the following:
Patch dbc_820_11271
2024 SUTA Wage Base
8.2.6
This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.
Connecticut
The unemployment-taxable wage base increases from $15,000 to $25,000.
Iowa
The unemployment-taxable wage base increases from $36,100 to $38,200.
Missouri
The unemployment-taxable wage base decreases from $10,500 to $10,000.
Nevada
The unemployment-taxable wage base increases from $40,100 to $40,600.
New Jersey
The unemployment-taxable wage base increases from $41,100 to $42,300.
New York
The unemployment-taxable wage base increases from $12,300 to $12,500.
Vermont
The unemployment-taxable wage base increases from $13,500 to $14,300.
Washington
The unemployment-taxable wage base increases from $67,600 to $68,500.
Wyoming
The unemployment-taxable wage base increases from $29,100 to $30,900.
Arkansas 2024 Tax Table Update
8.2.6
Arkansas provided the following tax updates for 2024:
The highest rate decreases from 4.7%. to 4.4%.
The standard deduction used in the formula increases from $2,270 to $2,340.
The Formula Method for computing the amount of withholding was updated.
To support the state requirements, this release updates the tax calculation in Payroll and adds new records on the following screens for Arkansas:
Manage State Taxes (PRMSTI)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Attention: For more information, refer to: https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula_2023.pdf
California 2024 Tax Table Updates
8.2.6
The following are the tax table updates for California effective 01/01/2024:
The annual low-income exemption threshold increases to $17,769 or $35,538, up from $17,252 or $34,503, depending on the employee’s filing status and, for married employees, the number of allowances claimed.
The annual standard deduction increases to $5,363 or $10,726, up from $5,202 or $10,404, depending on the employee’s filing status and, for married employees, the number of allowances claimed.
The value of a state allowance increases from $154 to $158.40 annually.
The tax rates used in Method B continue to range from 1.1% to 14.63%. The tax brackets used are to be adjusted compared to 2023.
To support the state updates, this release adds records effective 01/01/2024 on the following screens:
Manage State Taxes
Manage State Standard Deductions
Manage State Tax Withholding Adjustments
Manage State Tax Tables
Indiana 2023 Tax Table Updates
8.2.6
The Indiana Department of Revenue added a new exemption for qualifying dependents claimed for the first time. The new exemption is effective for withholding on or after September 15, 2023. Employees are entitled to deduct $1,500 per year per qualifying first-time dependent exemption claimed on line 7 of their Form WH-4.
Costpoint can now store the data on the employee’s first-time claimed additional dependent exemptions. You can now enter the employee’s first-time claimed additional dependent exemptions when calculating state and county tax for Indiana.
Attention: For more information, refer to:
Departmental Notice #1: https://www.in.gov/dor/files/dn01.pdf
Form WH-4: https://www.in.gov/dor/tax-forms/withholding-tax-forms/
Manage Employee Taxes (PRMETAX)
The Manage Employee Taxes screen adds the following fields on the State tab, Multi-State Taxes subtask, and Local Taxes subtask:
Field
Definition
First-time claimed dependents
Enter the number of additional dependent exemption being claimed for the first time. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. The first-time claimed dependents year is required if the number of first-time claimed dependents is not zero.
This field will be enabled only for the State of Indiana.
First-time claimed dependents year
Enter the year of the additional dependent exemption being claimed for the first time. The first-time claimed dependent exemption will be applied only in the year specified on this field. This field is required if the number of first-time claimed dependents is not zero and is only applicable for State of Indiana.
Note: These updates are also reflected on the Taxes subtask of the Manage Employee Information screen.
View Employee Taxes (PRQETAX)
The View Employee Taxes screen adds the following fields on the State Withholding tab, Multi-State Taxes subtask, and Local Taxes subtask:
Field
Definition
First-time claimed dependents
This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
State Withholding (ESMSTATEWH)
The State Withholding screen adds the following fields on the main screen and on the Other Withholding State(s) subtask:
Field
Definition
Number of first-time claimed dependents
If an additional dependent exemption on Line 6 is being claimed for one or more children for the first time, enter the number of children for whom you are claiming. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. If you claim this in multiple tax years, you must submit a new WH-4 each year for which this exemption is claimed. Do not claim this exemption if the child was eligible for the additional dependent exemption in any previous year, regardless of whether the exemption was claimed. This includes instances where the child was eligible for the additional dependent exemption before 2023. This also includes instances where the child was eligible to be claimed for the additional dependent exemption by another individual.
This field will be enabled only for the State of Indiana.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
Note: These updates are also reflected on the State Withholding tab of the Life Events/New Hires screen.
Manage State Tax Withholding Adjustments (PRMSTAC)
You can now select First-Time Claimed Dependent Exemption from the Type drop-down list. When you select this this option, the screen sets the Wage Type to Gross Wages, and you can enter the Amount per Credit/Exemption value.
Manage Local Taxes (PRMLTI)
The State Withholding screen adds the following fields on the Local Tax Details subtask:
Field
Definition
Exempt Amount First-Time Claimed Dependent
Enter the first-time claimed dependent exemption amount (used as a deduction from income) for the employee's first-time claimed dependents. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.
Compute Payroll (PRPCPR)
The Compute Payroll process applies the following:
Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual state taxable wages.
Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual local taxable wages.
Manage Payroll Records (PRMPTF)
The Manage Payroll Records screen applies the following:
Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual state taxable wages.
Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual local taxable wages.
The screen adds the following fields on the State Taxes and Local Taxes subtasks.
Field
Definition
First-time claimed dependents
This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
View Payroll Edit Table (PRQPTF)
The View Payroll Edit Table screen adds the following fields on the State Taxes and Local Taxes subtasks.
Field
Definition
First-time claimed dependents
This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
Manage Employee Earnings History (PRMERF)
The Manage Employee Earnings History screen adds the following fields on the State Taxes and Local Taxes subtasks.
Field
Definition
First-time claimed dependents
This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
View Employee Earnings (PRQERF)
The View Employee Earnings screen adds the following fields on the State Taxes and Local Taxes subtasks.
Field
Definition
First-time claimed dependents
This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year
This field displays the year the additional dependent exemption is being claimed for the first time.
Post Payroll Journal (PRPPPCLS)
The Post Payroll process now includes the number and the year of first-time claimed dependents.
Print Soc Sec and Medicare Reconciliation Report (PRRFICA)
The dynamic tables used by the Print Soc Sec and Medicare Reconciliation Report screen were updated to support this enhancement.
Print Quarterly Federal Payroll Tax Report (PRRFDTAX)
The dynamic tables used by the Print Quarterly Federal Payroll Tax Report screen were updated to support this enhancement.
Recompute Taxable Wages (PRPRCOMP)
The Recompute Taxable Wages process now includes the first-time claimed dependent exemption if you select the State checkbox in the Apply Employee’s Current Taxability group box.
Void/Replace Posted Paychecks (PRPAVCK)
The Void/Replace Posted Paychecks process now populates the number of first-time claimed dependents and its year on the Manage Payroll Records screen for void and replacement checks (V and W records).
Print Data Dictionary Report (SYRDD)
The report now provides information for the new columns that were added in the following tables:
EMPL_TAX
EMPL_TAX_ADT
EMPL_TAX_MULTI
EMPL_TAX_MULTI_ADT
EMPL_PR_STATE
EMPL_PR_STATE_ADT
EMPL_EARN_STATE
EMPL_E_STATE_ADT
EMPL_TAX_LOCAL
EMPL_TAX_LOCAL_ADT
EMPL_PR_LOCAL
EMPL_PR_LOCAL_ADT
EMPL_EARN_LOCAL
EMPL_E_LOCAL_ADT
LOCAL_TAX_HS
This enhancement requires the following:
Patch dbc_820_11254
Patch dbc_820_11256
Patch dbc_820_11260
Patch dbc_820_11264
Kentucky 2024 Tax Table Updates
8.2.6
Kentucky provided the following tax updates for the 2024:
Income tax rate decreases from 4.5% to 4%.
Standard deduction increases from $2,980 to $3,160.
To support the state requirements, this release adds new records on the following screens for Kentucky:
Manage State Taxes (PRMSTI)
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Attention: For more information, refer to https://revenue.ky.gov/Forms/42A003(TCF).pdf.
North Dakota Correction on Supplemental Tax Rate for 2023
8.2.6
North Dakota updated its 2023 Income Tax Withholding and Instructions to correct errors in an earlier revision. The correct supplemental withholding rate in North Dakota is 1.5%, as noted in the revision released in July. The previous instructions released in May listed the rate as 1.84%. In an example, the July revision uses the incorrect 1.84% rate.
This release updates the Supplemental Tax Rate to 1.5000% on North Dakota’s record effective 01/01/2023 on the Manage State Taxes screen.
California
8.2.5
California Creditor Debt Garnishments Formula
Costpoint now supports the California garnishment calculation to allow Payroll users to comply with the state’s garnishment regulations. This release adds a new calculation method on the Manage Employee Garnishments application to allow Payroll users to set up the new CA garnishment calculation.
Manage Employee Garnishments (PRMEGARN)
The Manage Employee Garnishments screen features the following updates:
A new calculation method, (DI-(MxSMW))xP: Disposable Income - (Limit 1 Weekly Multiplier x State Minimum Wage) x Limit 1 Percentage, was added to the Limit 1 Calculation Method field.
The Limit 1 Calculation Method field was changed from a drop-down list to a data field with Lookup.
The following field was added to the Garnishment Calculation subtask:
Field
Description
Limit 1 Percentage
Enter the percent for Limit 1. This will be used when the Limit 1 Calculation Method is set to (DI-(MxSMW))xP: Disposable Income - (Limit 1 Weekly Multiplier x State Minimum Wage) x Limit 1 Percentage.
Compute Payroll (PRPCPR)
The Compute Payroll application’s garnishment calculation was updated to calculate the correct amount when the new Limit 1 Calculation Method, (DI-(MxSMW))xP, is selected for the employee on the Manage Employee Garnishments screen.
View Garnishments (PRQEGARN)
The View Garnishments screen features the following updates:
A new calculation method, (DI-(MxSMW))xP: Disposable Income - (Limit 1 Weekly Multiplier x State Minimum Wage) x Limit 1 Percentage, was added to the Limit 1 Calculation Method field.
The following field was added to the Garnishment Calculation subtask:
Field
Description
Limit 1 Percentage
This field displays a value when the Limit 1 Calculation Method is set to (DI-(MxSMW))xP: Disposable Income - (Limit 1 Weekly Multiplier x State Minimum Wage) x Limit 1 Percentage.
Print Data Dictionary Report (SYRDD)
The report now provides information for the new Limit 1 Percentage (GRN_L1_PCT) column on the following tables:
Employee Garnishments Calculation Rules (EMPL_GRN_CALC)
Employee Garnishments-Garnishment Calculation (EMPL_GRN_CALC_ADT)
Note: These enhancements require patch dbc_820_11223.
Colorado
8.2.5
Colorado Q3 2023 SUTA Electronic Filing: Updated File Formats in the New System
The ICESA file format in the old MyUI Employer system has been updated in the new MyUI Employer+ system for Q3 2023 reporting.
The following are updates to the ICESA file format allowed by Colorado:
Records
Old: The file will include two distinct types of records: the Record A and Record S.
New: The file will include Record S only.
Fields
Location
Old
New
S 46
Blank
Adjustment Reason Code (0 or blank for original, 1-9 for adjustment)
Numeric - Reason code for adjustment (if any) to employee wages. 0 or a blank space means original filing. Valid adjustment reason codes are 0,1,2,3,4,5,6,7,8, and 9. The code descriptions are the following:
0 or blank: Original submission
1: Employment and Wages adjusted because of incorrectly reported wages
2: Wages adjusted because worker(s) were mistakenly included/excluded
3: Employment and Wages adjusted to correct computer system, data entry or accounting errors
4: Employment and Wages adjusted because they were reported to the wrong state
5: Employment and Wages adjusted because the workers performed services for a different business
6: Employment details adjusted to reflect correct 12th of the month employment information
7: Employment and Wages Adjusted as a result of an Audit
8: SSN or name changed
9: Other
S 210
Blank
Officer Code
Y or N or Blank. If blank, system will default to N.
S 212
Blank
Employment Data (Month 1)
1 if yes, 0 if no. If blank, system will default to 1 for yes.
S 213
Blank
Employment Data (Month 2)
1 if yes, 0 if no. If blank, system will default to 1 for yes.
S 214
Blank
Employment Data (Month 3)
1 if yes, 0 if no. If blank, system will default to 1 for yes.
Create Quarterly SUTA Tax File (PRPSMM)
The ICESA file format generated by the application reflects the following changes:
Record A was removed.
The new fields were added to Record S.
Manage SUTA Tax File Data (PRMSMM)
The following validations were removed from the application:
Validation of Colorado's Reporting ID/UI Account Number as we no longer validate the format of the value of this field for each state moving forward.
All validations related to Contact Information fields as Record A is no longer reported.
Manage SUTA Quarterly Reporting Data (PRMQRD)
The application now allows one-character adjustment reason codes.
The following Colorado adjustment reason codes were added to the S_SUTA_ADJ_RSN_CD table. You can now select these codes from the Adjustment Reason Code field lookup.
0 (Original submission)
1 (Employment and Wages adjusted because of incorrectly reported wages)
2 (Wages adjusted because worker(s) were mistakenly included/excluded)
3 (Employment and Wages adjusted to correct computer system, data entry or accounting errors)
4 (Employment and Wages adjusted because they were reported to the wrong state)
5 (Employment and Wages adjusted because the workers performed services for a different business)
6 (Employment details adjusted to reflect correct 12th of the month employment information)
7 (Employment and Wages Adjusted as a result of an Audit)
8 (SSN or name changed)
9 (Other)
Manage Employee Taxes (PRMETAX)
The Owner field is now the Owner/Officer field. The field now is now applicable to Colorado (CO).
Note: This change is also reflected on:
The Taxes subtask of the Manage Employee Information screen
View Employee Taxes screen
Ohio
8.2.5
Ohio 2023 Tax Table Updates
Ohio updated its withholding methods effective November 1, 2023. This release applies the following:
Update values on the Manage State Tax Tables for Ohio effective 11/01/2023.
Update the effective date to 11/01/2023 in all Ohio tax tables.
Set the Round W/H Amount to N on the Manage State Taxes screen for Ohio effective 11/01/2023 as the optional computer formula did not indicate rounding for the withholding deduction.
Attention: For more information, refer to: https://tax.ohio.gov/static/employer_withholding/wht_optionalcomputerformula_2023.pdf.
Note: These updates require patch dbc_820_11247.
Florida
8.2.4
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:
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
8.2.4
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.
Arkansas
8.2.3
Arkansas Tax Table Update - Reduce Supplemental Tax Rate to 4.7%
Arkansas decreased the tax rate for supplemental payments from 4.9%. to 4.7% effective 06/01/2023.
To support the state requirements, this release sets the Arkansas Supplemental Tax Rate to 4.7% effective 06/01/2023 on the Manage State Taxes (PRMSTI) screen.
Note: This update requires patch dbc_820_11193.
California
8.2.3
California Updated Pay Data Report as of 2022 Reporting Year
Costpoint adds the ability to generate a Payroll Employee Report and Labor Contractor Employee Report according to the latest requirements of the California Pay Data Report.
The California Pay Data Report generated by Costpoint’s Print EEO-1 Report application was updated with the following:
The two sections, Payroll Employee Report and Labor Contractor Employee Report, have the following changes:
Mean Hourly Rate and Median Hourly Rate are now included.
The pay band thresholds were updated.
The Row-Level Clarifying Remark that displays if W-2 Box 1 total earnings will be used for at least one employee in the report was updated to “W-2 Box 1 earnings data have been used for at least one employee.” (from “At least one employee uses W-2 Box 1 earnings.”)
The following Race/Ethnicity/Sex combinations were applied to the Labor Contractor Employee Report only:
U10 - Unknown Race/Ethnicity, Known Male
U20 - Unknown Race/Ethnicity, Known Female
U30 - Unknown Race/Ethnicity, Known Non-binary
UU - Unknown Race/Ethnicity, Unknown Sex
To identify the particular pay band to count the payroll employee, the earnings shown in W-2c will be used if there is a record; otherwise, the earnings shown in W-2 will be used.
An information message regarding the snapshot period was added.
A California Pay Data Warning Report was added. This report lists all employees with no W-2 or W-2c record for the payroll year and taxable entity who are selected in the snapshot period.
Washington
8.2.3
Washington WA Cares Exemption Tracking
Effective October 2023, WA Cares reporting will be fully integrated with Paid Leave reporting. The Paid Leave report using the old format will still be accepted until reporting for WA Cares begins in October 2023.
To support the state requirements, Costpoint adds the ability to track employee exemptions and the corresponding effective dates of the exemption. The Manage Employee Taxes screen provides a new WA Cares Fund Exemption checkbox, which allows you to track employees with an approved WA Cares exemption. If an employee is flagged for exemption, the effective dates must be provided.
Manage Employee Taxes (PRMETAX)
The screen adds a new Other Payroll Taxes group box, which contain the new fields needed for WA Cares exemption tracking.
Field
Description
WA Cares Fund Exemption
Select this checkbox if the employee has an approved WA Cares exemption.
If this is selected, the date listed in the approval letter for an exemption from WA Cares coverage must be entered in the Effective Date field.
The value in this field will be reported in the integrated Paid Leave and WA Cares quarterly reporting.
This field will always be enabled regardless of the SUTA state.
Effective Date
Enter, or click Calendar Lookup to select, the date the employee’s Washington Cares Fund exemption takes effect.
This is the date listed in the employee’s approval letter for an exemption from WA Cares coverage.
This field will be enabled if the WA Cares Fund Exemption checkbox is selected, and cleared if the WA Cares Fund Exemption checkbox is deselected.
End Date
Enter, or click Calendar Lookup to select, the date the employee’s Washington Cares Fund conditional exemption ended.
This field will be enabled if the WA Cares Fund Exemption checkbox is selected, and disabled if the WA Cares Fund Exemption checkbox is deselected.
View Employee Taxes (PRQETAX)
The screen adds new fields needed for WA Cares exemption tracking.
Field
Description
WA Cares Fund Exemption
If this checkbox is selected, the employee has an approved WA Cares exemption as of the transaction date/time.
WA Cares Fund Exemption Effective Date
This field displays the date the employee’s WA Cares Fund exemption takes effect.
WA Cares Fund Exemption End Date
This field displays the end date of the employee’s Washington Cares Fund conditional exemption.
Manage Employee Deductions (PRMEDED)
The screen adds validations and defaulting for WA Cares deduction to align with the WA Cares Fund Exemption effective dates on the Manage Employee Taxes screen.
Manage Employee Contributions (PRMECNT)
The screen displays the following warning message if a Contribution code with a WACARE deduction type was saved: "There is no employer share of WA Cares Fund premiums."
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report displays information for the new fields in the EMPL_TAX and EMPL_TAX_ADT tables:
WACARES_EXEMPT_FL (Washington Cares Fund Exemption Flag)
WACARES_EXEMPT_EFFECT_DT (Washington Cares Fund Exemption Effective Date)
WACARES_EXEMPT_END_DT (Washington Cares Fund Exemption End Date)
Arkansas
8.2.2
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:
Note: This update requires patch dbc_820_11161.
Florida
8.2.2
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
8.2.2
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
8.2.2
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
8.2.2
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
8.2.2
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:
Note: This update requires patch dbc_820_11159.
Colorado
8.2.1
Colorado FAMLI Program Wage Reporting: Support Through Version 1.16
Colorado updated their electronic file specifications to Version 1.16, where they have removed the seasonal field for employees. This Costpoint release updates the Create Quarterly Family and Medical Leave File application to support the state’s specifications up to Version 1.16.
Idaho
8.2.1
Idaho 2023 Tax Table Updates
Idaho’s 2023 table for percentage computation method of withholding provides the following updates:
The percentage method implements a flat rate of 5.8%.
The zero-percent tax bracket’s upper threshold increases:
From $12,950 to $13,850 for single employees and heads of households.
From $25,900 to $27,700 for married employees.
The value of Idaho Child Tax Credit Allowance increases from $3,417 to $3,534 annually.
To support the state’s requirements, this Costpoint release adds/updates records on the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Attention: For more information, refer to:
Tables: https://tax.idaho.gov/wp-content/uploads/pubs/EPB00744/EPB00744_05-08-2023.pdf
ICTCAT: https://tax.idaho.gov/taxes/income-tax/withholding/computing/
Note: This update requires patch dbc_820_11147.
Michigan
8.2.1
Michigan 2023 Tax Table Updates: Reduced Tax Rate for 2023
Michigan’s 2023 withholding guide was updated to show a lower flat tax rate. The tax rate for 2023 is now 4.05%, instead of 4.25%
To support the state requirements, this release updates records on the following screens:
Manage State Tax Tables (PRMSTT)
Manage State Taxes (PRMSTI)
Attention: For more information, refer to 446 Michigan Income Tax Withholding Guide (Rev. 04-23).
Note: This update requires patch dbc_820_11114.
Utah
8.2.1
Utah 2023 Tax Table Updates
Utah’s withholding guide was updated April 11 by the state tax commission, with the changes taking effect June 1, following a decrease to the state’s income tax rate. The updates are:
The tax rate decreases from 4.85% to 4.65%.
The base allowance used in the formulas increases from $390 to $415 for single employees and from $780 to $830 for married employees.
The amounts subtracted from wages in the formulas increases from $7,774 to $8,371 for single employees and from $15,548 to $16,742 for married employees.
To support the state’s requirements, this Costpoint release adds/updates records on the following screens:
Manage State Standard Deductions (PRMSSD)
Manage State Tax Tables (PRMSTT)
Manage State Tax Withholding Adjustments (PRMSTAC)
Manage State Taxes (PRMSTI)
Note: This update requires patch dbc_820_11116.
Washington
8.2.1
Washington State WACARES Deduction Type
Costpoint adds a new WACARE (Washington Cares Fund) deduction type on the Manage Deductions screen. This will allow you to indicate which deduction codes will be used to track employee contributions to the Washington Cares Fund.
Note: This update requires patch dbc_820_11148.
Data Sharing and In-App Guidance Updates in System Settings
8.2.5
The Do not capture application usage statistics checkbox in System Settings has been renamed to Allow Collection of Usage Statistics. As a result, you must select the checkbox to turn on data sharing and enable Costpoint's In-App Guidance that highlights new features and provides personalized tips and suggestions to improve your use of Costpoint.
If you clear the Allow Collection of Usage Statistics checkbox to stop sharing data, a message is displayed to inform you that In-App Guidance will also be disabled.
LGBTQ+ Business Classification and Vendor-Subcontractor Integration (Opt-in Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
Costpoint now has the feature to recognize LGBTQ+ owned businesses. The LGBTQ+ Owned business classification is now available for vendors in Accounting and Materials, as well as for subcontractors in CRM & Contracts.
This feature allows you to identify and select vendors or subcontractors that meet the following criteria:
Majority (at least 51%) owned, operated, managed, and controlled by an LGBT person or persons who are either U.S. citizens or lawful permanent residents
Exercises independence from any non-LGBT business enterprise
Has its principal place of business (headquarters) in the United States
Has been formed as a legal entity in the United States
In addition to the new business classification, the Manage Vendors and Manage Subcontracts screen are now integrated to allow you to update subcontractor information using information from the Manage Vendors screen.
The enhancements applied to the affected domains are discussed in the following sections.
Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.
Accounting
Manage Vendors (APMVEND)
The LGBTQ+ Owned checkbox has been added to the Vendor Classification subtask. Select this checkbox to indicate if the vendor is an LGBTQ+ owned business.
Import Vendors (AOPUTLVU)
When you import a vendor, Costpoint can now process vendors that are LGBTQ+ owned businesses through the addition of the LGBTQ+ Owned column to the input file and database table.
Seq. No.
Column Name
Costpoint Table
Type
Length
Required or Optional
Format
55
LGBTQ+ Owned
CL_LGBTQ_FL
Character
1
Optional
Y or N
Print Vendor Information Report (APRVINFO)
When you print a Vendor Information Summary report, the LGBTQ+ Owned classification displays in the Classification field for vendors that have the LGBTQ+ Owned checkbox selected in Manage Vendors.
CRM & Contracts
Manage Subcontracts (CTMSBCNTR)
The following have been added to the Business Classification Requirements group box of the Subcontract Info tab:
LGBTQ+ Owned: Select this checkbox if the subcontract requires vendors that are LGBTQ+ owned.
CMMC Level: Select the Cybersecurity Maturity Model Certification (CMMC) level assigned to the vendor. Valid options are:
None
1: Performed processes, basic cyber hygiene practices
2: Documented processes, intermediate cyber hygiene practices
3: Managed processes, good cyber hygiene practices
4: Reviewed processes, proactive cyber hygiene practices
5: Optimizing processes, advanced/progressive cyber hygiene practices
Refresh from AP: Click this button to update the data in the Business Classification Requirements group box and NAICS (primary) field with information from the Manage Vendors screen. This button is disabled for new and cloned/copied subcontract records, or when the subcontractor associated with the subcontract record is a prospective vendor.
Update is only one way. Changing the data in the Business Classification Requirements group box and NAICS (primary) field in Manage Subcontracts will not affect information saved in Manage Vendors.
Last Vendor Sync: This field displays the date when information was last retrieved from Manage Vendors and reflected in Manage Subcontracts.
On the header section of the Manage Subcontracts screen, the Subcontractor/Vendor ID field has also been updated. When you enter a value in this field for a new record or if the subcontract record is already saved and you changed the subcontractor/vendor ID, Costpoint displays a message asking if you want to update the data in the Business Classification Requirements group box and NAICS (primary) field with information from the Manage Vendors screen. You can click Yes to proceed or Cancel to go back to the screen. If the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox is selected on the Configure Contract Management Settings screen, Costpoint also informs you that selecting a prospective vendor and proceeding with the process will clear the Business Classification Requirements group box and NAICS (primary) field.
Attention: The ability to assign prospective vendors to subcontractors is also added in Costpoint 8.2.12. See the Allowing Prospective Vendors in Subcontracts section of these Release Notes for more information.
For more details on these new and updated fields, refer to the Costpoint Online Help for this screen:
Note: Online Help for this feature is partially complete. The final version will be available on or before July 1, 2024.
Manage Contract Management Vendor Info (CTMVEND)
The LGBTQ+ Owned checkbox added to the General tab of this screen lets you indicate if the prospective vendor is classified as LGBTQ+ owned.
Approve Prospective Vendors (CTMVENDA)
Once the prospective vendor becomes an active vendor, this application captures the value of the new LGBTQ+ Owned checkbox in Manage Contract Management Vendor Info and store it in the new CL_LGBTQ_FL column in the VEND database table.
Materials
The LGBTQ+ Owned business/vendor classification has been added to multiple screens in Procurement Planning and Purchasing that display and process vendor information.
It has also been added to the Lookup and Query of fields that display vendor information.
Manage Purchase Orders (POMMAIN) and Create Blanket Purchase Order Releases (POMRELS)
These applications have a new LGBTQ+ vendor classification that displays the value from the Manage Vendors screen. For previously saved PO line, the vendor classification remains the same unless the vendor is changed on the PO header. For new PO lines, the current vendor classification is displayed, the same is true when creating release orders.
Create Purchase Order Change Orders (POMCHNG)
The application now copies the new vendor classification information from the PO line to the corresponding column on the screen when you create a new change order.
Archive Purchase Orders (POPARCH)
The application now archives the new vendor classification information from the PO line to the corresponding column on the screen when you create a new archive record.
View Purchase Order Status (POQSTAT)
The application has a new LGBTQ+ vendor classification that displays the value from the Manage Vendors screen.
Print Purchase Order Activity Report (PPPGPO)
The application now loads and saves the new vendor classification, LGBTQ+ to the corresponding columns when:
A new PO line is created for a new PO
A new release is created for an existing blanket order
A new PO line is created for an existing PO/release
Print Purchase Orders Activity Report (PORACTV)
The application now prints the new vendor classification on the report. In addition, the application uses the vendor classification values from the PO line instead of from the vendor when calculating summary amount totals.
Import Purchase Orders (AOPUTLPO)
The application now loads and saves the new vendor classification, LGBTQ+ to the corresponding columns when:
A new PO line is created for a new PO
A new release is created for an existing blanket order
A new PO line is created for an existing PO/release
The vendor on the PO header is changed/updated for an existing PO/release
In addition, for change orders, the application copies the new vendor classification information from the PO line to the corresponding columns when a change order is created.
Manual Invoice Number Editing For Subcontractor Invoices (Opt-in Available)
8.2.12 (Next Quarterly Release)
Costpoint now allows you to manually edit invoice numbers for subcontractor invoices. This functionality applies to unapproved invoices that are created against subcontract agreement purchase orders. With this feature, you can easily modify a system-generated invoice number and replace it with the subcontractor’s actual invoice number, streamlining the process of tracking and managing invoices, vouchers, and payments.
Note:
The release notes and Online Help updates for this feature are complete but still under review. The final version will be available on or before July 1, 2024. .
For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
This feature runs across the Accounting, Projects, and Materials domains.
When you enter or process an unapproved subcontractor invoice, the Invoice Number field is now editable on the following screens:
Projects » Subcontractor Management » Subcontractor Invoices » Manage Subcontractor Invoices
Accounting » Accounts Payable » Voucher Processing » Manage Purchase Order Vouchers
Note: The functionality is temporarily limited to invoices that are not entered in Materials » Supplier Portal » Manage Invoices. If an invoice was created in Manage Invoices, the Invoice Number field for that invoice will not be editable in Manage Subcontractor Invoices and Manage Purchase Order vouchers. The full functionality will be available in a future Costpoint release.
Likewise, when you update an invoice number, the change will be reflected on all screens that display invoice information.
The new invoice number also propagates to vouchers associated with that invoice. Whether you are entering new vouchers or managing existing ones, the system will reflect the updated invoice number.
Additionally, when processing checks related to these vouchers, the revised invoice number will be accurately recorded.
The new functionality also extends to relevant reports. Whether it is an invoice, voucher, or payment-related report, you will be able to view the updated invoice number.
New Left Navigation Menu in Costpoint PWA
8.2.4
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.
New Right Navigation Menu in Mobile View
8.2.4
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.
Opt-In Features
8.2.8
Note: The Opt-In capability is available to Costpoint Cloud Customers only.
As an administrator, use the new Opt-In capability to enable designated new features for your Costpoint users. Opt-In features are optional during a specific timeframe. In a future Costpoint release, the features will be enabled automatically for all users.
This enhancement supports testing by users in your company. When you enable an Opt-In feature in a sandbox database, you give your users the opportunity to experience how that feature will potentially impact their workflow, data, and application use. You control the timing of this testing, which can take place before you enable the feature in a production database and before the feature is automatically enabled for all users in a release.
During the opt-in timeframe, you can also disable most Opt-In features if necessary. Once the opt-in timeframe is complete, the features are automatically enabled in the subsequent Costpoint release. While some Opt-In features may have additional settings or security to enable, most will become standard in the product.
Enable and disable the Opt-In features during the opt-in timeframe in the Manage Opt-In Features (SYMFEATURE) application in Costpoint.
The Opt-In features for Costpoint 8.2.8 are:
Add Costpoint AI Flag to SYMSETNG
CRM/Contracts Hyperlinks Additions and Updates
Use Planning Project budget/EAC information in Projects PSR
Populate CP GL budgets from BP Org Budgets
Home Dashboard Timesheet Hours
Allow query by employee status in Employee Salary Info
Pass User ID when sending E-mail
Throughout the Costpoint content, the Opt-In feature topics will be identified with the following label: (Opt-In Available).
In addition, the opt-in feature topics will include the following statement:
For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
For more information about Costpoint’s Opt-In capability, see Knowledge Base article #115359 in the Deltek Customer Care Knowledge Base.
Share Record
8.2.3
Use the new Share Record feature to share the URL of a Costpoint record. Share Record is available in Table view when you select a record and click the arrow in the column header or right-click the column header. In Form view, right-click the form to access Share Record. When you click Share Record, Costpoint copies the URL to the browser clipboard. You can then paste the link or choose a sharing option on your device or computer.
Costpoint login is required to access the shared record.
Direct EFT File Upload
8.2.5
Costpoint now provides you the option to directly upload EFT files to US bank websites or systems. This eliminates some steps in the previous process where you must store generated EFT files in a repository and require other authorized personnel to retrieve the EFT files and then access your bank’s system and upload the files.
Now, you only must do a one-time setup to integrate Costpoint with your bank’s system, and you can automatically transmit EFT files to your bank in real-time without the need for manual input.
The following enhancements have been applied to Costpoint to support this feature.
New Tab in the Product Configuration Utility
Use the new Bank FTP tab in the Product Configuration Utility to set up and store the bank FTP server connections needed to generate and directly upload EFT files to bank systems. You must provide information such as the Bank FTP ID, connection type, FTP host, port, user, password, and company ID to set up a connection.
After you configure the connection information, you can view the details on the new Bank Integration subtask on the Manage System Integration Accounts screen.
Manage System Integration Accounts
The new Bank Integration subtask has been added to the Manage System Integration Accounts screen.
This subtask displays the Bank FTP ID, Bank Login, Password, and Confirm Password fields. It only allows you to update the Bank Login, Password, and Confirm Password fields, but you cannot add, copy, or delete a record.
The records on this subtask correspond to the bank integration information you set up on the Bank FTP tab of the Product Configuration Utility.
If you did not set up bank integration information in the Product Configuration Utility, the Bank Integration subtask does not display.
Manage Company Bank Accounts (US Banks)
The new Bank Integration group box, which contains the Bank Integration ID field, has been added to this screen to allow you to link your company's bank accounts to credentials that are available on the Bank Integration subtask of the Manage System Integration Accounts screen.
The Bank Integration ID you assign to a bank account will be used to upload EFT files to your bank’s system when you select the EFT Direct Upload checkbox on the Create EFT File screen.
If you did not set up bank integration information in the Product Configuration Utility, the Bank Integration ID field is disabled.
Create EFT File
The new EFT Direct Upload checkbox has now been added to the Create EFT File screen. Select this checkbox to upload created EFT files directly to the website or system of the bank account you entered on the Bank Abbr field. This checkbox is displayed only if you selected ACH as the EFT Format Type and is enabled only if the Bank Abbr value you entered has a valid Bank Integration ID on the Manage Company Bank Accounts screen.
If the EFT file is generated and the upload is successful, the message “EFT File has been created and connection to the bank was successful” is displayed. However, if the connection to the bank system is unsuccessful, the message “The EFT file has been created, but connection to the bank has failed. Please upload the file directly to the bank.” is displayed, and you must manually upload the file.
EFT International Format
8.2.5
Costpoint is currently being enhanced to have the feature to create ACH files for outgoing International ACH Transactions (IAT) bound for your vendors’ banks or financial institutions outside the United States. This enhancement is limited only to the creation of ACH files for IAT. Other EFT files for Non-US banks must be created using third-party tools.
Two Accounting screens have been updated to partially support this enhancement. The full functionality of the feature will be available in a future release.
Manage Vendors (APMVEND)
The ACH Code drop-down list has been added to the EFT Info (Non-US) subtask of the Addresses subtask.
This refers to the transaction code to be entered in positions 02-03 of the Entry Detail Record in the ACH file. It identifies the transaction as a debit or credit, and the type of account the transaction is intended for.
The ACH Code drop-down list has the following options:
‘22’ Live Checking Account: Select this option to indicate a credit to a live checking account.
‘23’ Prenote Checking Account: Select this option to indicate a credit to a prenote checking account.
‘32’ Live Savings Account: Select this option to indicate a credit to a live savings account.
‘33’ Prenote Savings Account: Select this option to indicate a credit to a prenote savings account.
You must first select the Non-US EFT Active checkbox on the Addresses subtask for you to be able to save the ACH Code you selected. If you select an ACH Code but the Non-US EFT Active checkbox is cleared, the ACH Code defaults to None when you save the record.
The ACH Code also displays on the output when you print a Current Record Information report for the EFT Info (Non-US) subtask.
Import Vendors (AOPUTLVU)
This screen now has updated validation rules and messages when you import a vendor that has its Non-US EFT Active flag set to Y.
Condition
Message Type
Message
The Non-US EFT Active flag is set to Y, but the Non-US Bank ID is blank.
Warning
Non-US Bank ID (NON_US_BANK_ID) is missing for this Non-US EFT record. Non-US Bank ID is required when creating outgoing IAT Files for EFT payments.
The Non-US EFT Active flag is set to Y, but the ACH Code is blank.
Warning
ACH Code (S_ACH_TRN_CD) is missing for this Non-US EFT record. ACH is required when creating outgoing IAT Files for EFT payments.
The Non-US EFT Active flag is set to Y, but the Bank ID (ABA No.) and Bank Account fields are not blank.
Warning
Warning: Bank ABA Number and Bank Account must be null for a Non-US EFT record. The record will be imported with those values set to NULL.
Multi-User Report Printing for Fixed Asset Journals
8.2.2
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.
Multi-User Report Printing for Unrealized Gains/Losses
8.2.4
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.
New Database Table for Creating Revaluation Reports
8.2.8
The Costpoint database has been enhanced with the addition of a new table, RPT_BSR_TABLE, which allows for easy generation of revaluation reports. This enhancement is aimed at improving your user experience by providing a more efficient and seamless way to manage and analyze your Multicurrency data.
The RPT_BSR_TABLE is designed to store both summary and detailed data of adjustment information from balance sheet account revaluations.
This new table offers the convenience of having the necessary information readily available to enable you to easily generate revaluation reports. It has the following layout:
Column
Description
Type
Length
RPT_BSR_TABLE_KEY
BSR Synthetic Key
Number
10
TYPE
BSR Type
Alphanumeric
4
ACCT_ID
Account
Alphanumeric
15
ORG_ID
Organization
Alphanumeric
20
PROJ_ID
Project
Alphanumeric
30
JE_NO
Journal Entry
Number
10
POST_SEQ_NO
Post Sequence Number
Number
10
FY_CD
Fiscal Year
Alphanumeric
6
PD_NO
Period
Number
5
SUB_PD_NO
Subperiod
Number
5
GLDETL_AMT
GL Detail Amount
Decimal
17, 2
TRN_CRNCY_CD
Transaction Currency Code
Alphanumeric
3
TRN_AMT
Transaction Amount
Decimal
17, 2
NEW_AMT
New Amount
Decimal
17, 2
GAIN_LOSS_AMT
Gain/Loss Amount
Decimal
17, 2
EXCH_RT
Exchange Rate
Decimal
28, 15
OVERRIDE_FL
Override Flag
Alphanumeric
1
ORIG_RT
Original Rate for YTD
Decimal
28, 15
PR_RT
Prior Rate for Net
Decimal
28, 15
SETTL_NO
Settlement Number
(To be used on a future Costpoint release)
Decimal
15
BSR_TRN_CRNCY
BSS Transactional Currency
(To be used on a future Costpoint release)
Alphanumeric
3
COMPANY_ID
Company ID
Alphanumeric
10
MODIFIED_BY
ID of the user who last created or modified the row
Alphanumeric
20
TIME_STAMP
Date and time of row creation or last modification
Date
N/A
ROWVERSION
System-assigned number to handle row concurrency
Number
10
Changes have been applied to the Create Revaluation Entry screen to support this enhancement.
Create Revaluation Entry (GLPBSREV) Screen Updates
The options for the Default Action button on this screen have been modified.
Now, only the Compute and Print/Post Revaluation option is available. When you select this option, the following processes are executed:
Costpoint calculates revaluation data, including the revaluation details, even if you leave the Print Revaluation Detail checkbox cleared. This new functionality ensures that the revaluation details will be entered in the RPT_BSR_TABLE even if the detail checkbox is cleared.
Costpoint prints the Revaluation of Balance Sheet Account report, and now also prints a simplified Journal Entry Edit report that does not include the Journal No., Functional Currency, Approval Status, Org Abbrev, and Proj Abbrev information.
The previous printing logic remains, where Costpoint prints the Revaluation Detail report only if you selected the Print Revaluation Detail checkbox.
Costpoint creates the balance sheet revaluation journal entries, posts them in the general ledger, and enters the transaction information in the RPT_BSR_TABLE.
However, If the transaction involves a reversal entry, Costpoint creates the reversal entry but does not post it in the general ledger. You can view the reversal entry on the Manage Journal Entries screen, and you must manually post it using the Post Journal Entries screen.
In addition, if you encounter any issue during the posting process, the revaluation entries will still be created but will not be posted to the general ledger, and no record will be entered in the RPT_BSR_TABLE. You can view the revaluation entries on the Manage Journal Entries screen, and you must manually post them using the Post Journal Entries screen.
You can also execute the new revaluation process using Batch Mode.
If you opt to only view or print the Revaluation of Balance Sheet Account report but not run the revaluation process, use the Preview and/or Print buttons on the Global Toolbar.
Populate CP GL Budgets from BP Org Budgets (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
Costpoint Accounting includes a new screen for customers who are licensed for Costpoint Planning.
Use the new Update Org/Acct Budgets from Planning Budgets screen to automatically update general ledger budgets with data pulled directly from Planning » Organization Budgets/Outlooks.
Access the screen from Accounting » General Ledger » General Ledger Budgets.
For more information, see “Populate CP GL Budgets from BP Org Budgets" in the Planning section of these release notes.
Supplier Portal Invoice Status and Payment Information (Opt-in Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
This feature allows you to see the invoices you submitted, see the status of these invoices, and be able to communicate on them. In addition, this feature allows you to lookup an invoice in Manage Invoices and see the EFT info, Payments, Invoice Status, and purchase order (PO) balances so you can track payments of the paying company.
Note: The release notes and Online Help updates for this feature are complete but still under review. The final version will be available on or before July 1, 2024.
Manage Purchase Order Vouchers (POMPOVCH)
When processing PO vouchers, payers can now communicate with suppliers using the newly added Notes fields in the Internal Approval and Supplier Approval group boxes of the Invoice Approvals tab.
Payers can enter messages or comments in the Notes field of the Internal Approval group box which is enabled only if both the payer and the supplier have approved the voucher or invoice.
Conversely, the Notes field in the Supplier Approval group box displays messages or comments entered by the supplier in Supplier Portal.
In addition, an Invoice Approval History subtask is added to the screen to display a history of approval action changes made to the invoice. This subtask displays the following information:
Field
Description
Modified Date/Time
This field displays the date and time when the status or notes were last updated by the payer or supplier.
Modified By
This field displays the ID of the user who applied changes.
Approval Action
This field displays the action associated with the supplier or payer making changes to the approval action or adding approval notes.
Valid values include:
Created by Supplier
Approved by Supplier
Modified by Supplier
Deleted by Supplier
Notes by Supplier
Created by Payer
Approved by Payer
Modified by Payer
Deleted by Payer
Notes by Payer
Notes
This field displays notes entered regarding the approval.
Post Vouchers (APPPOSTV)
When you post vouchers, this screen now includes action notes in the posted records and enters action notes from the VCHR_HDR_ACTION table to the VCHR_HDR_ACTION_HS table.
Reverse Posted Vouchers (APPREVVR)
When you reverse posted vouchers, this screen also restores action notes entered in the VCHR_HDR_ACTION_HS table to the VCHR_HDR_ACTION table.
View Voucher History Inquiry (APQVCHRH)
The Voucher History Table window now has the Supplier Poral Notes field which payers can use to communicate with suppliers. This field allows payers to enter any message or comment relating to a voucher. It is enabled only if the Voucher Type is PO, the voucher has been approved, and the vendor is licensed for Supplier Portal.
Two subtasks have also been added to this screen: Invoice Approval History and Payments. These subtasks display information for PO vouchers only.
Similar to the functionality in Manage Purchase Order Vouchers, you can use the Invoice Approval History subtask to view the history of approval action changes made to a voucher, while the Payment subtask displays payment details tied to a voucher. It has the following fields:
Field
Description
Joint Payee
This field displays a joint check payee for checks that were printed outside Costpoint.
Payment Method
This field displays the vendor payment method. Values include Check, EFT, or EFT Non-US.
Separate Check
This checkbox indicates if each voucher for this vendor must be paid using a separate check. If the Pay Vendor ID on the voucher is different from the Vendor ID and cannot be changed, this checkbox is selected.
Check No
This field displays the identification number of the check used for payment.
Check Status
This field displays the status of the check.
Check Date
This field displays the check date.
Check Amount
This field displays the payment amount on the check.
EFT Pmt Type
This field displays the EFT file format for all payments for this vendor address. This information is for non-US EFT only.
The EFT payment type displays only if you are using a custom version of the Create EFT File screen that uses EFT payment types.
EFT Bank ID
This field displays the US or non-US bank ID to which an EFT payment was sent.
EFT Bank Account
This field displays the US or non-US bank account number used for EFT.
EFT Amount
This displays the amount of the EFT transaction.
Materials Domain Enhancements
Multiple enhancements were also applied to the Materials domain to support this feature. For more information, view the same Supplier Portal Invoice Status and Payment Information topic in the Materials section of these release notes.
CSV Option for Importing Accounts Payable Vouchers
8.2.3
You can now import Accounts Payable (A/P) vouchers using a Comma-Separated Values (CSV) input file.
A CSV file is a text file format that uses commas to separate values. It stores table data in plain text, and each line in the file represents one record. Each record consists of the same number of fields which are separated by commas in the CSV file.
You can enter Header, Detail, or Vendor Labor records. You must import a header format file for every detail format file, while vendor labor format files are optional.
You can import both A/P vouchers in your functional currency, or multicurrency A/P vouchers using a CSV input file.
Refer to the Processing Details sections of the Import Accounts Payable Vouchers screen and Import Accounts Payable Multicurrency Vouchers screen help topics to view the format of input files.
Example
Voucher Header input file:
Voucher Detail input file:
Vendor Labor input file:
Screen Updates
To support this enhancement, the new Comma-Separated Values option has been added to the Select Input Format drop-down list of the Import Accounts Payable Vouchers and Import Accounts Payable Multicurrency Vouchers screens.
Manage Application/Content Links
8.2.4
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.
Allowing Prospective Vendors in Subcontracts (Opt-In Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024.
With the latest update to Costpoint, you can now assign prospective vendors directly to subcontract records. Even at the opportunity stage, you can align resources that are not yet active vendors for an upcoming award. This enhancement also simplifies your workflow, making it unnecessary for you to revisit the subcontract record to link the prospective vendor to the subcontract once it becomes an active vendor.
Configure Contract Management Settings (CTMSETNG)
Select the new Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox on this screen to enable users to assign prospective vendors to subcontract records. When you clear this checkbox after a prospective vendor is assigned to a subcontract, that vendor will remain linked to the subcontract.
Manage Subcontracts (CTMSBCNTR)
When the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox is selected on the Configure Contract Management Settings screen, you can now enter prospective vendors in the Subcontractor/Vendor ID field on the Manage Subcontracts screen. The lookup of this field is also updated to display both active and prospective vendors.
Previously under the General tab, the Subcontractor/Vendor ID field now displays at the header section of Manage Subcontracts. The unlabeled field to its right, which displays the subcontractor/vendor name as a hyperlink, has also been moved to the header.
When you assign a prospective vendor to a subcontract and save the record, and you then clear the Allow Prospective Vendors to be assigned as Subcontractor/Vendor ID checkbox, the prospective vendor will remain associated with the subcontract. Note, however, that you can no longer assign a prospective vendor to any other subcontract records. You have to go to Configure Contract Management Settings and select the checkbox again to reinstate the functionality.
The new field, Vendor Record Status, added to the header lets you know if the linked subcontractor/vendor ID is a Vendor or a Prospective Vendor. It displays in red if the subcontractor is a prospective vendor.
When you link a prospective vendor to a subcontract, you will not be able to enter a Contract ID on the General tab. When you try to enter a contract ID and save the record, Costpoint displays an error message. The Contract ID field can be filled in only for active vendors, linking the vendor associated with the contract to the subcontract record as well.
Manage Opportunities (CTMOPP)
A new field, Vendor Record Status, is now available on the Subcontracts subtask of this screen. It displays the status of the subcontractor/vendor ID linked to the subcontract record that is associated with the opportunity. Valid values are Vendor and Prospective Vendor, with the latter displaying in red.
In Form view, fields on this subtask have also been rearranged so that the Vendor Record Status field is adjacent to the Subcontractor/Vendor ID and Subcontractor/Vendor Name fields.
View Subcontract Inquiry (CTQSUBC)
The Subcontractor/Vendor ID field lookup on the header of this screen has been updated to display both active and prospective vendors, allowing you to run the report also for prospective vendors.
In the Subcontract Inquiry Details group box, the Vendor Record Status field has been added to indicate whether the subcontractor/vendor ID linked to the subcontract record is an active vendor or a prospective vendor. It displays in red when the subcontractor is a prospective vendor.
Other changes to this screen include the following:
Subcontractor/Vendor ID (in the header and in the Subcontract Inquiry Details group box): This field now accommodates up to 32 characters.
In Form view, some fields have been rearranged so that the new Vendor Record Status field is adjacent to the Subcontractor/Vendor ID field.
Contract Smart Summary
8.2.8
Costpoint applications will now incorporate Generative AI (GenAI) to enhance their capabilities. Increasingly, GenAI features will be integrated to assist users and streamline their interaction with Costpoint applications. This will include functionalities such as quick briefs, smart summaries, data analytics, and more.
The first feature built upon this functionality, Smart Summary, is introduced in Costpoint 8.2.8. Manage Contracts now has a Smart Summary button that allows you to generate summary information for contracts. This button displays if the Enable Costpoint Assistant checkbox is selected on the Configure System Settings screen.
Note: For Costpoint Cloud users, the Enable Costpoint Assistant checkbox is visible only if Feature 2039245 (Add Costpoint AI flag to SYMSETNG) is enabled on the Manage Opt-In Features screen.
When you click the Smart Summary button, the GenAI summarizes information for the contract and provides you with a report divided into these sections:
Contract Summary: Details included in this section are the following:
Contract ID
Contract Name
Primary Customer
Contract Status
Anticipated Contract Value
Award Date
Contract Start Date
Contract End Date
Project Manager
Contract Admin
Financial Information: This section displays contract and funding values, target revenue, and % complete funding information.
Subcontracts Awarded: This section displays subcontracts linked to the contract, the aggregate value of these subcontracts, and the percentage of the total value.
The report displays on a popup screen.
Here is an example of the generated summary:
Contract Summary
The contract with CNTR-0004, named SE2020 SIR2 FO - TO1 has been awarded to the primary customer FAA, specifically for the Federal Aviation Administration. The contract is currently in AWARDED status, with an anticipated contract value of $2,012,000. The award date for this contract was June 20, 2020, and it is set to commence on the same date with an end date of December 30, 2020. The project manager assigned to this contract is Tina Sexton, and the contract administrator is William Long.
Financial Information
The total contract value for contract SE2020 SIR2 FO - TO1 is $2,012,000, with a funded value of $756,000. Revenue has been calculated using target rates and is currently at $714,277.40, which corresponds to a target percentage complete funding of 94.48%.
Subcontracts Awarded
There are two subcontract records linked to contract SE2020 SIR2 FO - TO1. The aggregate subcontract value is $1,125,000, which, when compared to the total contract value of $2,012,000, represents a significant portion of the contract. The percentage of the contract value attributed to subcontracts is approximately 55.91%. The linked subcontract record are as follows:
- Subcontract ID: SUBC-0001, Name: FAA-B-Subc-0001, Value: $1,075,000
- Subcontract ID: SUBC-0002, Name: FAA-P-Subc-0001, Value: $50,000
CRM/Contracts Hyperlinks Additions and Updates (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
New hyperlinks have been added to the main applications in the CRM & Contracts domain to allow you to launch more screens from within a related application with just a single click. These hyperlinks were added to the following screens:
Manage Leads and Contacts (CTMLEAD)
Manage Activities (CTMACTV)
Manage Contract Management Vendor Info (CTMVEND)
Manage Subcontracts (CTMSBCNTR)
Manage Contracts (CTMCNTR)
Manage Opportunities (CTMOPP)
Some existing hyperlinks have also been updated so that these links open only those applications within the CRM & Contracts domain.
For example, the Customer ID and Customer Name hyperlinks in Manage Leads and Contacts that previously opened the Manage Customers (ARMCUST) screen in the Accounting domain now open the Manage Contract Management Customer Info (CTMCUST) application in CRM & Contracts. In Manage Opportunities and Manage Contracts, links that previously opened the Manage Vendors (APMVEND) and Manage Vendor Employees (APMVEMPL) screens in Accounting now direct users to the Manage Contract Management Vendor Info (CTMVEND) application in CRM & Contracts.
To know more about hyperlinks available on each screen, see the Online Help for the specific application.
De-Supported: Migrate Activities Toolkit (CTPACTTK)
8.2.4
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.
Downloading and Importing Updated FAR/DFARS Clauses and Provisions
8.2.12 (Next Quarterly Release)
The latest lists of Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) clauses and provisions are now available for download on the Deltek Costpoint Document Resources page. These updated lists were released by Acquisition.GOV in February 2024 (for FAR) and March 2024 (for DFARS). You can import these files into Costpoint to apply up-to-date clauses/provisions to your contracts and subcontracts.
Downloading FAR/DFARS Files
You can download the latest FAR/DFARS lists from Deltek Support Center. Click the following link to go directly to the Deltek Costpoint Document Resources page:
https://deltek.custhelp.com/app/CPDocRes
On this screen, click the DFARS Download or FAR Download button to download a comma-separated values (CSV) file containing the most recent list of FAR/DFARS clauses and provisions. The downloaded .csv file is already formatted as an input file that you can import into Costpoint using the Manage FAR Library and Manage Supplemental Regulations Library applications.
Note: The input files are designed so that you can readily import them into Costpoint. You can, however, still rename the files or change the content if necessary.
Below each button is a Last Updated On date indicating when the file was last updated (formatted as mm/dd/yyyy).
If you need assistance in uploading the documents, click the Importing Deltek Costpoint FAR/DFARS button. This brings up a page with information on importing FAR/DFARS clauses and provisions into Costpoint.
Importing FAR/DFARS Files into Costpoint
See the following topic for a step-by-step procedure on importing FAR/DFARS files into Costpoint:
Importing FAR/DFARS Files into Costpoint
FAR Clause Description Updates
If you have used the Costpoint-provided FAR/DFARS import file with an Added Date of 12/31/23 or earlier, Deltek recommends that you verify the accuracy of the FAR/DFARS descriptions for the clause numbers/IDs listed in the table below, each with their respective effective date.
There was an issue with the file generation, and since these fields can be edited in Costpoint, the correction will not be automatically applied to avoid overriding client changes. KB article 116113 includes a file with the correct ID description corresponding to the listed effective date. This will allow you to verify your Manage FAR Library and Manage Supplemental Regulations Library records to ensure that these descriptions are correct. If you have previously incorporated these clauses into your Manage Contracts or Manage Subcontracts records, you may need to also update those records.
You can query for provisions/clauses across multiple contract or subcontract records. To do this, complete the following steps:
Open the FAR Clauses/Provisions or Supplemental Regulations subtask on the Manage Contracts or Manage Subcontract screen.
Click the Query button on the header (not on the subtask), and then click the Query tab.
In the Query Condition group box, select FAR Number (FAR Clauses/Provisions) or Clause Number (Supplemental Regulations) from the drop-down list, and then add the clause number that you want to search.
Click the + button to add your query criteria, and then click Query.
The query results will return all contract or subcontract records that have been assigned this clause number.
Clause Number/ID
Effective Date
Title
52.227-14
5/1/2014
Rights in Data-General.
52.217-9
3/1/2000
Option to Extend the Term of the Contract.
52.209-4
9/1/1989
First Article Approval-Government Testing.
252.225-7053
8/1/2021
Representation Regarding Prohibition on Use of Certain Energy Sourced from Inside the Russian Federation.
252.225-7054
1/1/2023
Prohibition on Use of Certain Energy Sourced from Inside the Russian Federation.
252.211-7008
9/1/2010
Use of Government-Assigned Serial Numbers
252.211-7003
1/1/2023
Item Unique Identification and Valuation.
252.204-7023
7/1/2021
Reporting Requirements for Contracted Services.
8.2.5
The latest lists of Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) clauses and provisions are now available for download on the Deltek Costpoint Document Resources page. These updated lists were released by Acquisition.GOV in September 2023. You can import these files into Costpoint to apply up-to-date clauses/provisions to your contracts and subcontracts.
Downloading FAR/DFARS Files
You can download the latest FAR/DFARS lists from Deltek Support Center. Click the following link to go directly to the Deltek Costpoint Document Resources page:
https://deltek.custhelp.com/app/CPDocRes
On this screen, click the DFARS Download or FAR Download button to download a comma-separated values (CSV) file containing the most recent list of FAR/DFARS clauses and provisions. The downloaded .csv file is already formatted as an input file that you can import into Costpoint using the Manage FAR Library and Manage Supplemental Regulations Library applications.
Note: The input files are designed so that you can readily import them into Costpoint. You can, however, still rename the files or change the content if necessary.
Below each button is a Last Updated On date indicating when the file was last updated (formatted as mm/dd/yyyy).
If you need assistance in uploading the documents, click the Importing Deltek Costpoint FAR/DFARS button. This brings up a page with information on importing FAR/DFARS clauses and provisions into Costpoint.
Importing FAR/DFARS Files into Costpoint
See the following topic for a step-by-step procedure on importing FAR/DFARS files into Costpoint:
Manage Subcontracts: Requisitions and Purchase Orders Updates
8.2.8
Several updates have been implemented to the Requisitions, Purchase Orders, and General tabs of Manage Subcontracts to allow you to link requisitions and purchase orders (POs) to the subcontract record directly on the Manage Subcontracts screen. The application now also displays total amounts for all requisitions and POs associated with the subcontract.
Requisitions Tab
Previously, requisitions can be linked to a subcontract record only via the Manage Purchase Requisitions screen.
Now, through the New button added to the Requisitions tab of Manage Subcontracts, you can directly link requisitions to a subcontract within this tab. Duplicate requisition records are not allowed. Once you associate a requisition to the subcontract and save the record, the Requisition ID field lookup will no longer display the requisition you just added. The lookup also displays only those requisitions that are not associated with any other subcontract record and have a status of Pending or In-Approval.
You can remove records through the Delete button added to the tab. Only requisitions with a Pending or In-Approval status can be deleted.
The new Total row at the bottom of the table window displays the total value for all requisitions associated with the subcontract. Costpoint updates this field every time you add or remove a requisition row and save the record.
Purchase Orders Tab
Similar to the Requisitions tab, New and Delete buttons have been added to the Purchase Orders tab to give you the flexibility to link and unlink POs to a subcontract record. Previously, POs can be associated with a subcontract only through the Manage Purchase Orders screen.
Duplicate records are not allowed. Once you associate a PO to the subcontract and save the record, the PO ID field lookup will no longer display the PO you just added. The lookup also displays only those POs that are not associated with any other subcontract record.
You can delete records on this tab under one of the following conditions:
If the Reference PO checkbox for the PO record is selected
If the Reference PO checkbox for the PO record is not selected but the PO does not have any activity
A new Total row is also added at the bottom of the table window on this tab. The fields display the total PO amount and total remaining PO balance amount for all purchase orders associated with the subcontract. These values are updated whenever you add or remove a PO on this tab and save the record.
General Tab
The new PO Total Summary and PO Total Balance Remaining fields on the General tab display the total PO amount and total remaining PO balance amount, respectively, for all POs associated with the subcontract.
Both fields display as a hyperlink. Clicking the link brings up the Purchase Orders Linked subtask, displaying the same PO information available on the Purchase Orders tab.
NAICS Code Updates
8.2.4
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:
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.
Streamlined CRM & Contracts Menu
8.2.1
To streamline navigation and improve ease of access, several commonly used applications now display at the application group level of the CRM & Contracts menu. Affected applications include the following:
Manage Opportunities
Manage Organizational Conflict of Interest (OCI)
Import GovWin IQ Data
Manage Contracts
Manage Subcontracts
Manage Competitors
Manage Leads and Contacts
Manage Activities
Manage Lead and Contacts User-Defined Labels
Migrate Contract Management Activities Toolkit
When you select their respective module from the left navigation pane, these applications now display within the application group list:
The following table lists all applications in the CRM & Contracts domain and their current location in the menu.
Tier 1 – Domain
Tier 2 – Module
Tier 3 – Application Group or Application
Tier 4 – Application
CRM & Contracts
Opportunities
Manage Opportunities
Opportunity Reports and Inquiries
Print Opportunity Current Pipeline Report
Print Opportunity Days Open Report
Print Opportunity Win Loss Report
Manage Organizational Conflict of Interest (OCI)
Import GovWin IQ Data
Contracts
Manage Contracts
Contract Reports and Inquiries
Print Contract Backlog Report
Print Contracts by Administrator Report
Print Contract Vehicle Report
View Contract Financial Information
Manage Subcontracts
Subcontract Reports and Inquiries
View Subcontract Inquiry
Print Vendor COI & NDA Expiration Report
Resources
Manage Competitors
Customer/Vendor/Employee Information
Manage Contract Management Customer Info
Approve Prospective Customers
Manage Contract Management Vendor Info
Approve Prospective Vendors
Manage Contract Management Employee Info
Manage Leads and Contacts
Activities
Manage Activities
Contract Management Controls
Contract Management Controls
Configure Contract Management Settings
Manage Activity Methods
Manage Activity Subject
Manage Agencies
Manage Business Units
Manage Contract Management Roles
Manage Contract Vehicles
Manage Document Types
Manage Lead / Contact Relationship Types
Manage Lead Rating Types
Manage Lead Source Types
Manage NAICS Codes
Contracts/Subcontracts Controls
Manage Agreement Types
Manage Contract Date Types
Manage Contract Status
Manage Contract Types
Manage Supplemental Regulations Library
Manage FAR Library
Manage GSA Schedule Codes
Manage Performance Assessment Descriptions
Manage Performance Rating Codes
Manage Performance Assessment Formats
Manage Supplier Vendor Rating Codes
Manage Supplier Vendor Rating Descriptions
Manage Contract User-Defined Labels
Manage Subcontract User-Defined Labels
OCI Controls
Manage OCI Reviewer
Manage OCI Status
Manage OCI User-Defined Labels
Opportunities Controls
Configure Opportunity Settings
Manage Opportunity Assessment Formats
Manage Opportunity Assessment Rating Descriptions
Manage Opportunity Closed Reasons
Manage Opportunity Company Responsibilities
Manage Opportunity Contract Types
Manage Opportunity Loss Reasons
Manage Opportunity Sources
Manage Opportunity Stages
Manage Opportunity Types
Manage Opportunity Win/Bid Probabilities
Manage Opportunity User-Defined Labels
Manage Leads and Contacts User-Defined Labels
Migrate Contract Management Activities Toolkit
Subcontract and Contract Modification Totals (Opt-In Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024.
Costpoint has added a totals row to the Modifications tab within the Manage Contracts and Manage Subcontracts screens. This enhancement allows you to easily view aggregate values across all modifications for any given contract or subcontract record, eliminating the need for manual calculations. This feature can be particularly useful for those handling multiple projects and funding amounts.
The new Contract Totals line displays in yellow at the top of the Modifications tab in both applications. It includes total values for the following columns:
Contract Value Modifications Amount
Contract Value Modifications Current Cost
Contract Value Modifications Current Fee
Funding Modifications Amount
Funding Modifications Current Cost
Funding Modifications Current Fee
Subcontract Closeout
8.2.4
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.
Subcontract Voucher Report
8.2.6
You can now generate a voucher report from within a subcontract record. With the Subcontract Voucher Report, you can view information on all vouchers entered and/or posted to the subcontractor/vendor and project associated with the subcontract. Vouchers posted at the project level and all levels below it are included in the report.
To generate and download the report, click the Print Report button added to the Subcontract Closeout tab of the Manage Subcontracts screen. The Subcontract Project ID field on the General tab of Manage Subcontracts must have a value before you can print the report through this new button. If this field is blank and you click Print Report, Costpoint displays an error message.
You can also preview or print the report through the Preview and Print menus on the toolbar. Note, however, that the Print Subcontract Voucher History Report option on these menus is available only if you are on the Subcontract Closeout tab. When you preview/print the report through this option and no Subcontract Project ID is associated with the subcontract record, Costpoint does not display an error message. Instead, the system generates the report for all project IDs linked to the subcontractor/vendor ID.
The report includes information on the following:
Voucher number
Project
Invoice
PO number
Invoice date
Check number
Check date
Amount
Records are sorted by Outstanding and Paid vouchers per pay currency. Paid vouchers are those with a payment status of PAID, while outstanding vouchers are those with a DEFER, HOLD, PAY, PPHOLD, or PAYWPD status. The total paid and outstanding amounts per pay currency are also displayed on the report.
If you are licensed for Multicurrency and the transactional currency of the vouchers is different from your company's functional currency, the total vouchered amount on the report will not match the ITD Subcontractor Expenses amount on the General tab of Manage Subcontracts. The ITD Subcontractor Expenses value is in functional currency, while the total vouchered amount is in transactional currency.
If you are not licensed for Multicurrency or this feature has been set to off/disabled in your system, all values on the report will be in functional currency. Similarly, if you are a Costpoint Essentials user, the amounts on the report will be in your functional currency.
Voucher numbers that have not been posted to the General Ledger are flagged with an asterisk (*). Check numbers with an asterisk, on the other hand, indicate partial payment.
To view a sample of the Subcontract Voucher Report, see the following topic in the online help: Subcontract Voucher Report.
View Subcontract Inquiry: New Fields
8.2.5
In the Subcontract Inquiry Details table window of the View Subcontract Inquiry screen, the following new fields are now available to provide you additional financial information for the subcontract record and to ensure subcontractor invoices do not exceed the total contract value:
ITD Subcontractor Expenses: This field displays the inception-to-date (ITD) subcontractor posted and unposted expenses.
Remaining Funded Value: This field displays the remaining funded value for the subcontract.
If no project has been associated with the subcontract record, these fields are both blank.
Add Costpoint AI Flag to SYMSETNG (Opt-In Available)
8.2.8
Enable or disable the use of all GenAI features and any future implementations of Costpoint in Configure System Settings (SYMSETNG). Select the Costpoint Assistant checkbox on the General Settings tab to enable the Costpoint Assistant chat functionality and Smart Summary for contracts.
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
The Costpoint Assistant, an AI-powered tool, can enhance user experience in Costpoint. Start a conversation with the Assistant using either text chat or voice commands and ask a wide range of questions, from basic data inquiries about an application to detailed requests for summaries of contacts, projects, and other relevant areas within Costpoint.
As users engage with the Assistant, they can request more detailed information, follow up on initial queries, and receive comprehensive responses, including direct links to relevant applications, subtasks, and records.
The Assistant provides a user-friendly interface that enables quick emailing, copying, or sharing of responses. It supports multiple simultaneous chats, allowing users to switch between conversations using the chat history feature. In addition, users can help improve the Assistant's responses by providing feedback through liking or disliking them.
Users can access the Assistant by clicking the AI button on the Navigation Toolbar or by selecting the floating Assistant icon located at the bottom-right corner of the Costpoint screen. The Screen Configuration Panel allows users to modify these settings at any time.
Costpoint On-Premise Customers: Costpoint AI utilizes the OpenAI GPT Turbo Model available through Microsoft Azure services. To access these AI capabilities within Costpoint, you must have a separate agreement with Microsoft. This agreement will include a license key that must be obtained and integrated into the Costpoint configuration.
Note: For privacy and security purposes, the Costpoint Assistant does not store any questions or answers.
Note: Costpoint AI leverages the OpenAI GPT Turbo Model through Microsoft Azure services. Due to the service agreement with Microsoft, Deltek is subject to certain limitations. Given the high demand, some users might occasionally encounter slight delays or brief unavailability of the Costpoint AI. Deltek is working closely with Microsoft to overcome these limitations.
Enhanced Costpoint Mobile First-Time Launch Experience
8.2.4
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.
Framework
8.2.12 (Next Quarterly Release)
My Applications Header Removed from My Menu
In the Left Navigation menu, you no longer need to click the My Applications header under My Menu to view applications that do not belong to any group. Applications now display directly under My Menu.
Limited Time to Cancel Posting Processes
When a posting process is running, such as Post Bills, the option to cancel it in the progress meter is available only for a limited time. After this time, Cancel is disabled, and you can no longer interrupt the process. This update does not affect the Manage Job Queues and View Action Status applications, which you can cancel at any time during the process.
MS Teams Integration
We are excited to announce that Costpoint can now be seamlessly integrated with MS Teams, providing a range of value-added benefits:
Receive notifications from Costpoint on MS Teams, which works on both laptops and mobile devices, instead of or in addition to emails.
Enter your timesheet through MS Teams on your phone. The same Interactive Email functionality for entering and signing timesheets and approval workflows also works on MS Teams as interactive messages.
The Costpoint Teams Bot is fully integrated (SSO) with Costpoint AI Assistant, allowing you to ask questions and issue commands to Costpoint directly from MS Teams. For instance, you can say "enter time" to view your interactive timesheet card.
Below are some additional details about the Costpoint Bot for MS Teams:
Notifications: With the integration of MS Teams, a new notification option is now available. You can use MS Teams to receive various notifications, just as you would through email, device notifications, and SMS. You can combine it with other notification methods in the Configure System Settings and Configure User Preferences screens, using default and override options for specific message categories. This means you can customize the types of notifications you receive via MS Teams, ensuring that you only get the information that is relevant to you.
Interactive Cards: The same interactive email cards available in version 8.2 for approval workflows and entering and signing timesheets are now supported in MS Teams.
Additionally, with integration with Costpoint Assistant, you can access these cards directly from Teams. Below are a few examples of commands that you can use to interact directly with Costpoint (The AI can understand different ways of phrasing these commands.):
"Enter time" or variations of this command to enter your timesheet.
"Sign timesheet" or similar commands to sign your timesheet.
"Show my timesheet" or related commands to display your timesheet.
"Show my approval tasks" or similar commands to view your approval tasks.
AI Capabilities: The Costpoint MS Teams Bot seamlessly integrates with the Costpoint Assistant, powered by Deltek Dela - a suite of advanced AI technologies within Deltek's software solutions. This powerful tool acts as a digital assistant, allowing you to ask questions in MS Teams and receive the same responses as you would from the Costpoint Assistant. This functionality extends to inquiries about projects, people, parts, vouchers, and more - essentially, any questions that would work with the Digital Assistant inside the Costpoint UI will also work with the Costpoint MS Team Bot.
However, if you only want to use MS Teams for notifications and not for AI assistant interactions with Costpoint, you can disable the AI for MS Teams integration. To turn off AI interactions while still receiving MS Teams notifications, go to Admin » Configure System Settings » Corporate Settings » Costpoint AI tab and select Disable AI for MS Team Integration.
Configuration: Detailed setup information is available in the Deltek Costpoint Configuration Utility Guide. A portion of the setup involves using the new Microsoft Teams Bot Connection Information subtask on the Manage System Integration Accounts screen.
After configuration, you can add the Costpoint app in MS Teams. To use MS Teams, you must have an email address assigned to your account in Manage Users. If you share the same email address with other users, MS Teams will prompt you to specify which user is using the MS Teams bot to establish a temporary link. Costpoint uses the SSO process to authenticate a user in Costpoint based on their identity in MS Teams as established by Microsoft.
Costpoint Assistant Updates
The Costpoint Assistant is updated with the following enhancements:
Store Chat History: You can revisit your previous chat history, which is securely stored in your browser and accessible only to you. Additionally, administrators can enable the Clear chat history on logout option on the Costpoint AI tab on the Configure System Settings screen. This setting ensures that chat histories are cleared for all users upon logging out.
Updated UI: The latest update to the Costpoint Assistant introduces new functionalities, enhancing your user experience with a clearer and more intuitive interface. Features now include full drag-over-the-screen capability, automatic generation of subject titles for conversations, and the ability to rename chats by double-clicking the title or using the three dots next to it. Additionally, responses can now include images or icons that link to the relevant application.
Focus Mode: Use the new focus mode to bring the chat window to the center of the screen as a full-sized application. This feature is designed to help you concentrate on your chat experience, especially when working with large amounts of text.
Enter Time: View timesheet data or enter time using free-form text commands.
Assistant Settings: Click the gear icon in the chat window to choose the Assistant icon location and adjust the font size.
Dark Mode: The Assistant is now compatible with Costpoint's Dark color theme.
Welcome Screen Update
The Recent Activity section now displays application names without their IDs for a cleaner look.
8.2.10
Configuration Utility Update
For on-premise customers: The Configuration Utility has been updated to support the setup and test connections for up to three AI instances, enabling Costpoint AI functionalities. Costpoint will automatically balance across these AI instances to improve overall system throughput and reliability. For more information, refer to KB article #115661.
8.2.4
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.
8.2.3
Improved Multi-Row Selection Functionality in Table View
Instead of using keyboard shortcuts to select multiple rows in Table View, such as CTRL+click or COMMAND+click, you now can click a column header or click its arrow and select the new Enable Multi-Row Selection Mode feature. In Multi-Row Selection mode, Costpoint displays a checkbox that you can select for each row in the table. To turn off this feature, right-click the column header or click its arrow and select Disable Multi-Row Selection Mode.
8.2.2
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.
Manage Opt-In Features Application
8.2.8
The Manage Opt-In Features (SYMFEATURE) application supports the new Opt-In capability that is available to Costpoint Cloud Customers only. Administrators can use this application to enable and disable Opt-In features during a specific timeframe. To access this application, go to Admin » System Administration » System Administration Utilities » Manage Opt-In Features.
New Costpoint Trace Functionality
8.2.1
Use the new Enable Traces Configuration (SYMTRACESCFG) application to enable Costpoint to monitor and record database activity for selected applications and users, and generate the trace results in the locations you specify.
Please note that this feature exposes Costpoint's existing tracing functionality that previously required modification of the enterprise.properties file. It also adds the ability to generate traces (text files) in alternative file locations instead of physical folders. Trace file names begin with "User ID_App ID_ADMIN/DATA/SYS".
The Enable Traces Configuration application is located in System Administration » System Administration Utilities » Enable Traces Configuration.
New FIDO Wording and UI Guidance
8.2.8
Costpoint now uses the standard term "Passkey" for authentication methods where applicable.
New Interactive Engagement Confirmation Messages
8.2.2
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.
Removal of GovWin CM Tab
8.2.1
The GovWin CM tab has been removed from the Product Configuration Utility due to the retirement of the GovWin Capture Management Interface applications.
Scan Documents With a Camera
8.2.2
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.
Support OIDC (OAUTH) Single Sign-On
8.2.8
Costpoint now includes Open ID Connect (OIDC) for Single Sign-On (SSO) authentication. This enhancement leverages OAuth 2.0, providing a secure and standardized framework for user authentication.
Select this authentication method at the company level on the Company Settings tab on the Configure System Settings screen.
Select this authentication method for individual users on the Authentication tab on the Manage Users screen.
Word Template Add-In for Office 365
8.2.1
A new Costpoint Word template add-in is available for use with Office 365. The Office 365 version is similar to the Word Desktop version that was released in Costpoint 7.1.1, with a few key differences.
The new add-in is included with your Costpoint 8.2 installation and requires deployment to create Word templates. For the legacy version, released in Costpoint version 7.1.1, you must download and install the add-in from Deltek Software Manager.
The new add-in installs a Costpoint tab. The Word Desktop version installs a COSTPOINT tab. You can have both versions enabled at the same time; however, it is recommended that you set the previous version to inactive.
The new add-in uses result set data imported from the CPMetadata.json field definition file. The legacy Word Desktop version uses result set data imported from the CPMetadata.xml field definition file.
Templates created in the Word Desktop version also work in the new Office 365 add-in.
MR Installer
8.2.11
The MR Installer now includes Oracle's new version of IIS plug-in DLLs that no longer rely on Microsoft Visual C++ Redistributable 2010 and 2012 (as those versions are no longer supported by Microsoft).
8.2.2
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.
MRP Setting for NET_FL
8.2.8
The MRP setting for NET_FL, which allows you to include On-Hold and MRB locations as part of available inventory for MRP planning, was added to the following screens.
Set Up Company (SYPCOMP)
The application copies the new settings related to MRP when you create a new company from an existing company.
Manage Locations (INMWHSEL)
A new Net as Planned Available checkbox allows you to include On-Hold and MRB locations as part of available inventory for MRP planning. This checkbox is editable only for On-Hold locations when the MRP setting Incl Selected On-Hold as Available is selected and for MRB locations when the Production Control setting Include MRB as Available Inventory is selected. For other location types, this checkbox will be inactive and selected/cleared based on the NET_FL value in your database.
Configure Materials Requirements Planning Settings (MRMSET)
A new Incl selected On-Hold as Available checkbox allows you to turn on-hold locations on/off when determining available inventory in MRP planning.
Update Material Requirements Planning (MRPMRP)
The application now includes On-Hold type locations for available inventory when the Net as Planned Available checkbox is selected.
Update Master Production Schedules (MSPMPS)
The application now verifies and includes On-Hold type locations for available inventory when the Net as Planned Available checkbox is selected.
MRP Planning Settings for Substitute Parts
8.2.4
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.
8.2.3
Configure Materials Requirements Planning Settings (MRMSET)
A new Use Available Inventory First checkbox has been added to the screen. When you select this checkbox, the planning order process will use available on-hand inventory first for both original and substitute parts before using the supply orders.
Set Up Company (SYPCOMP)
The application now copies new MRP planning setting values for the planning order process.
Automatic Purchase Order (PO) Reservation Creation (Opt-In Feature Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint
8.2.12 release. The ability to opt-in is temporary and will be removed when the
feature becomes automatically enabled for all users as part of the release. For more
information, see the Opt-In Features section of these release notes.
This feature provides a new setting so that you have an option to automatically create a reservation components on a request for quote (RQ)/purchase order (PO) line when creating a requisition or purchase order.
Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.
Configure Purchasing Settings (POMSET)
Users can now create requisition/purchase order reservations when the Allow Auto-creation of Reservations checkbox is selected. This checkbox sets the same value as selected/cleared in Configure Purchase Requisition Settings.
Manage Purchase Requisitions (PPMNTRQ1)Users can now create requisition/purchase order reservations by enabling reserve components by selecting the Reserve Components checkbox. A new subtask, Components, is added to the screen to display components information for the requisition/purchase order.
The same changes apply to the following:
Apply PO Info to Purchase Requisitions (PPMNTRQ2)
Apply PO Info to Purchase Requisitions by Line (PPMRQLN)
Approve Purchase Requisitions (PPMRQAPX)A new subtask, Components, is added to the screen to display components information for the requisition/purchase order and view which components will be reserved. Once the user approves a requisition, the reservation is created and the following informational message displays: “A reservation has been linked to this requisition.”
The same change applies to Approve Purchase Requisition Line (PPMRQAPL).
Create Purchase Orders (PPPGPO)
The application now copies the requisition line components to the purchase order line component when you create a purchase order.
Manage Purchase Orders (POMMAIN)
Users can now create requisition/purchase order reservations by enabling reserve components by selecting the Reserve Components checkbox. A new subtask, Components, is added to the screen to display components information for the requisition/purchase order.
The Print PO Reservation Pick List option has been added to the screen to allow you to print/add it to the report.
Print Purchase Orders (PORPPO)
Use the new Print PO Reservation Parts checkbox to include the list of parts to be supplied by the vendor.
Manage Purchase Order Receipts (RCMPORC)A new subtask, PO Reservations subtask, has been added to the screen to display reservation lines linked to the PO and PO line.
View Purchase Order Status(POQSTAT)
This new subtask has been added to the screen under Purchase Order Lines:
PO Reservations subtask: Use this subtask to display reservation lines linked to the PO and PO line.
Set Up Company (SYCOMP)
The application now copies the new settings when you create a new company from an existing company.
Eliminate Duplicate App IDs and Correct Add-On Codes
8.2.12 (Next Quarterly Release)
Eliminate Duplicate App IDs and Correct Add On Codes
The following Materials applications exist in multiple modules and have been assigned new application IDs to assist with permission setup and eliminate unlicensed modules from appearing in the Menu:
View Items (PDQINQ)
Update Low-Level Codes (MRPLLC)
View Vendor Performance (PPQVNDP)
View Endor Quotes (PPQVQT)
Manage Provisional Part Types (PDMPRPTT)
Manage Provisional Part (PDMPRPT)
Security setup should be reviewed to implement the new application IDs if specific user rights are in place for these applications.
Condition
Module
App ID
App Name
Existing
Product Definition
PDQINQ
View Items
New
Engineering Change Notices
ECQINQ
View Items
New
Inventory
INQINQ
View Items
New
Material Requirements Planning
MRQINQ
View Items
New
Master Production Scheduling
MSQINQ
View Items
New
Purchasing
POQINQ
View Items
New
Procurement Planning
PPQINQ
View Items
Existing
Material Requirements Planning
MRPLLC
Update Low-Level Codes
New
Bills of Material
BMPLLC
Update Low-Levels Codes
Existing
Procurement Planning
PPQVNDP
View Vendor Performance
New
Purchasing
POQVNDP
View Vendor Performance
New
Materials Estimating
MEQVNDP
View Vendor Performance
Existing
Procurement Planning
PPQVQT
View Vendor Quotes
New
Purchasing
POQVQT
View Vendor Quotes
New
Materials Estimating
MEQVQT
View Vendor Quotes
Existing
Product Definition
PDMPRPTT
Manage Provisional Part Types
New
Materials Estimating
MEMPRPTT
Manage Provisional Part Types
Existing
Product Definition
PDMPRPT
Manage Provisional Parts
New
Materials Estimating
MEMPRPT
Manage Provisional Parts
Streamlined Applications in Materials/Accounting
8.2.12 (Next Quarterly Release)
Note: This feature applies to Costpoint Essentials only.
Several applications in the Materials and Accounting domains have been updated to provide you a streamlined display of the screens and improve ease of access.
Streamlined Supplier Portal Menu
8.2.1
To streamline navigation and improve ease of access, several commonly used applications now display at the application group level of the Supplier Portal menu. Affected applications include the following:
Supplier Portal Dashboard
Manage Vendors
Manage Quotes
Manage Supplier Actions
Manage Shipping Information
Manage Invoices
Manage Work Assignments
When you select their respective module from the left navigation pane, these applications now display within the application group list:
Supplier Portal Invoice Status and Payment Information (Opt-In Feature Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
This feature allows you to see the invoices you submitted, see the status of these invoices, and be able to communicate on them. In addition, this feature allows you to lookup an invoice in Manage Invoices and see the EFT info, Payments, Invoice Status, and purchase order (PO) balances so you can track payments of the paying company.
Note: The release notes and Online Help updates for this feature are partially complete. The final version will be available on or before July 1, 2024.
Supplier Portal Dashboard (SPDSP)
The application now has a new Approved Invoices Payment Status dashpart that is automatically populated with bars that indicate the payment status of invoices/vouchers. Click the bar hyperlink to go to the Manage Invoices screen and access the corresponding invoices.The new dashpart shows all approved (approved by the payer/supplier) vouchers that are not yet paid (unpaid), have partial payment (partially paid) or fully paid (paid).
Use the hyperlink to go to the particular invoice(s)/voucher(s) on the Manage Invoices screen to take necessary action and/or to enter notes.
“Display Paid Invoices from the Last No. of Days” is used to filter and compute the number of PO vouchers/invoices to be displayed under the “Paid” bar graph.
The information on each dash part will be based on purchase orders with a vendor ID that matches the vendor ID on the company that the user is logged into (current logic).
The dashpart only includes invoices for purchase orders with a buyer’s organization ID (PO_HDR.BUY_ORG_ID) for which the user is authorized, based on the organization security profile linked to the organization security group associated with the user ID (current logic).
Other changes include renaming of the Subcontract Invoices/Vouchers to Pending Invoices/Vouchers, and adding the number of days for the paid vouchers under the Global Settings.
Manage Invoices (SPMINVC)
The application now displays all invoices whether with pending for approval or approved by the payer and/or supplier, awaiting payment, with partial payment or invoices that have been fully paid.Whenever you enter action notes and save them, the application stores it and an email notification is sent to the admin personnel’s email address in Configure Purchase Order Voucher Settings screen. The application also generates an email notification to the personnel if the PO header supplier portal email notification option is selected.
The payment status is added to the query category to allow you to filter the records by status.
Changes to the UI include new fields, Amount Paid and Payment Status, to display the amount paid on the voucher and the invoice payment status. An Add Payment subtask has been added as well to show check and EFT payments.
The Supplier Approval Notes is also now editable to allow the supplier to communicate with the Costpoint Accounts Payable personnel.
Manage Supplier Actions (SPMSPACT)
On the Header Details subtask, PO Total Amt Paid and PO Total Remaining Bal fields are added to display the total amount paid and the total remaining balance for the purchase order.New subtasks, Invoices and Payments, are added as well to display the invoice details and the payment status related to the purchase order.
Accounting Domain Enhancements
Multiple enhancements were also applied to the Accounting domain to support this feature. For more information, view the same Supplier Portal Invoice Status and Payment Information topic in the Accounting section of these release notes.
Print PO Header NAICS Code Business Size, Size Standards on Purchase Order
8.2.4
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.
Warning/Error when Buy with Components Not Issued
8.2.8
You now have the option to stop users from receiving a purchase order (PO) line that has Buy with Components unless all of the components have been issued on the PO line, thus avoiding a short in item cost.
Set Up Company (SYMPCOMP)
The application copies the settings from an existing company to a new company.
Configure Receiving Settings (RCMSET)
A new Validate Receipt Against Issues to PO field, where you can select either Warning or Error, has been added to the screen. When you receive a purchase order (PO), and a PO reservation exists for the PO line but an issue has not taken place, a warning or error will be displayed upon save, depending on the option you selected on this setting. In addition, the Hard-Edit on QC Required PO Lines checkbox has been renamed to Hard-Error on QC Required PO Lines.
Manage Purchase Order Receipts (RCMPORC)
The application has been updated to accommodate the new Validate Receipt Against Issues to PO setting in Configure Receiving Settings so that a warning or error is displayed when you save a record and a PO reservation exists for the PO line but the items have not yet been issued to the PO.
In addition, a new PO Reservations subtask displays information related to the reservation lines linked to the purchase order line.
Print 1094-Cs
8.2.8
Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and1095-C from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.
Note: To avoid any alignment issues, you can use the corresponding options on the Process menu of ACA screens to print the forms on PDFs:
Print 1095-C Forms with Data on the Print 1095-Cs screen
Print 1094-C Forms with Data on the Print 1094-Cs screen
Print/Email W-2 and Support Prior Year W-2s in Employee Self Service (ESS)
8.2.5
Employers can now allow their employees to view and print their W-2s in the correct format from Employee Self Service. New print options are available for employees on the W-2s screen in ESS, which administrators can control through the Manage Taxable Entity Settings screen.
W-2s (ESMELECW2)
A new Download and Email button allows employees to download and/or email their copies of Form W-2 as a PDF file. This process is applicable only if the payroll year of the W-2 is 2023 or later. The button launches a parameter window with the following fields:
Field
Description
Payroll Year
From the drop-down list, select the tax year of the Form W-2. The printing of Form W-2 on actual forms is applicable beginning tax year 2023 only.
The values in this drop-down list include the system year and the last four years. The tax years will be further limited based on the Minimum W-2 Year and Maximum W-2 Year on the Manage Taxable Entity Settinga screen.
Examples:
If system year is 2023 and the range of W-2 years on the Manage Taxable Entity Settinga screen is 2019-2023, then the drop-down list will have 2023 only.
If system year is 2023 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2023-2027, then the drop-down list will have 2023 only.
If system year is 2024 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2023-2027, then the drop-down list will have: 2024, 2023.
If system year is 2028 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2020-2029, then the drop-down list will have: 2028, 2027, 2026, 2025, 2024.
The default value is the year of the current selected record.
Download
Select this option to download the Form W-2 PDF file.
This is the default selection.
Select this option to email the Form W-2 PDF file as an attachment.
Download and E-mail
Select this option to download and email the Form W-2 PDF file.
E-mail Address
This field displays the work email if specified on the Manage Employee Information screen as the default. Otherwise, it shall default from home email. You may also specify another email address.
Company Name
Enter, or click Lookup to select, the company name.
Submit
Select this button to perform the downloading and/or emailing of Form W-2.
Close
Select this button to close the parameter window.
Manage Taxable Entity Settings (AOMESSCS)
The Manage Taxable Entity Settings screen provides the following new fields and subtask:
Field
Description
Allow download and email of W-2s
Select this checkbox to allow employees to download or email their copies of Form W-2 (B, C, 2, Instructions).
Print only the last 4 numbers of SSN
When you select this checkbox, employees’ SSN will display only the last four numbers on the employees’ copies of the tax forms.
Tax Forms Subtask
Use this subtask to configure settings related to the electronic delivery of tax forms. This subtask contains the following fields:
Tax Form: From the drop-down list, select which employee tax form to set up. Valid options are 1095-C and W-2/W-2c.
From: Enter the email address that will be displayed when tax forms are sent to employees' email addresses.
Subject: Enter the email subject that will be displayed when tax forms are sent to employees' email addresses. If this field is blank, then the default email subject that will be used by ESS is: <Calendar Year>space<Tax Form>.
Body: Enter the email text that will be displayed when tax forms are sent to employees’ email addresses. If this is blank, then the default email text that will be used by ESS is: “The <Tax Form> is attached to this email.”
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report now provides information about the following, which were added for this feature.
SSN4ONLY_FL and ALLOW_W2_PRNTEMAIL_FL columns on the ESS_SETTINGS table
ESS_TAX_FORMS table
Delete Timesheets from TS_HDR table after Closing a Fiscal Period for Payroll Users
8.2.1
Currently, if you have an existing Costpoint Payroll license and then you close accounting periods through the Close Periods screen, the application deletes all timesheets that have been posted to Labor and Payroll. If you have a Payroll license but you do not post timesheets to Payroll, the Close Periods application will not delete the timesheets for the selected fiscal year/period/subperiod.
To address this issue, Costpoint now provides Payroll users with the ability to delete TS_HDR and TS_LN records by timesheet cycle and fiscal year/period/subperiod without requiring the timesheets to be posted to Payroll. A new toolkit will allow you to delete all timesheets that have been posted to the General Ledger but have not been deleted by the Close Periods application. This process will not delete historical data, only current timesheets. You can access the new toolkit in People » Labor » Administrative Utilities » Purge Timesheets Not Cleared by Close Accounting Period.
Print Form W-2c and W-3c with Data on Blank Stock
8.2.5
Prior to this release, you can print Form W-2c only on pre-printed forms from recommended vendors. To avoid alignment problems in using pre-printed forms, Costpoint adds the ability to print Form W-2c on plain paper on the Print W-2s screen.
Print W-2s (PRRW2)
A new W-2c (Form with Data) group box provides the following options for printing W-2c copies to plain paper.
Field
Description
Substitute Copy A (SSA-Approved)
Select this option if you want to print a black and white Copy A. A separate PDF file for the W-3c will be created and saved in the same location as the Form W-2c Copy A.
The Copy A PDF file should be printed on 8.5 x 11-inch single-sheet paper only, not on continuous pin-fed paper.
The option to print only the last 4 numbers of SSN will be cleared and disabled for Copy A.
Copy 1
Select this option if you want to print W-2c Copy 1 - For State, City, or Local tax Department.
Copy D
Select this option if you want to print W-2c Copy D - For Employer.
Employee's W-2c Set (B, C, 2, Instructions)
Select this option if you want to print a set of W-2cs per employee with only one W-2c form per page. This set includes Copy B, Copy C, Copy 2, and a copy of filing instructions per employee. If you want a separate PDF file for each set of W-2cs per employee, then you must select the One PDF File per Employee checkbox.
Note: The printing of Form W-2c on plain paper is applicable beginning Tax Year 2023 only. As of this release, Deltek is still awaiting Form W-2c/Form W-3c for 2023 to be approved by the SSA. An error will be displayed if you select the Substitute Copy A (SSA-Approved) option.
Manage W-2Cs (PRMW2C)
The existing (b) Employer’s Federal EIN field is now the (b) Employer identification number (EIN) field.
Access to Benefits Applications in Costpoint Essentials
8.2.2
Costpoint Essential license users can now access the Benefits applications from the menu. You must have a Benefits (HF) license to access the following screens:
Activate Pending Benefit Elections (AOPESSUE)
Analyze Full-Time Equivalent Eligibility (HBPFTE)
Approve Life Events (AOMESSAL)
Approve Open Enrollment Elections by Plan (AOMESSAP)
Assign Beneficiaries to Benefit Plans (HBMABEN)
Assign Dependents to Benefit Plans (HBMADEP)
Benefits Enrollment (ESMBENENROLL)
Configure Benefit Settings (HBMSET)
Configure Life Events (AOMESSLE)
Create 1094-C and 1095-C Data (HBP109XC)
Create 1094-C and 1095-C Electronic File (HBP1094C)
Dependents/Beneficiaries (ESMDEPBEN)
Designate Beneficiaries (ESMDESBEN)
Life Events/New Hires (ESMLIFEEVENT)
Manage 1094-C Data (HBM1094C)
Manage 1095-C Data (HBM1095C)
Manage Benefit Package Defaults (HBMPDFLT)
Manage Benefit Packages (HBMBPKG)
Manage Benefit Plans (HBMBPSET)
Manage Benefit Providers (HBMPROV)
Manage Benefit Types (HBMBTYPE)
Manage Benefit Years by Taxable Entity (HBMBENYR)
Manage Coverage Amounts by Age (HBMCVAGE)
Manage Coverage Amounts by Salary (HBMCVSAL)
Manage Coverage Options (HBMCOVOP)
Manage Custom Text (ESMCUSTTXT)
Manage Dependent Care FSA History (HBMDEPHS)
Manage Dependent Care FSA Plan Year (HBMDCSET)
Manage Dependent Care Reimbursement (HBMRDEPR)
Manage Employee Benefit Elections (HBMEBELC)
Manage Employee Benefit Options Offered (HBMOPTOF)
Manage Employee Dependent Care FSA Elections (HBMEFSA)
Manage Employee Dependents/Beneficiaries (HBMEDEP)
Manage Employee Evidence of Insurability (EMMEEOI)
Manage Employee HSA Elections (EMMEHSA)
Manage Life Event Codes (HBMQEVNT)
Manage Employee Life Events (HBMEQEV)
Manage Employee Medical Care FSA Elections (HBMMFSA)
Manage Full-Time Equivalent Eligibility (HBMFTE)
Manage HSA Plan Year (HBMHSET)
Manage Life Event Elections (AOMESSBL)
Manage Life Event User Flow Status (AOMESSUF)
Manage Medical Care FSA History (HBMEDPHS)
Manage Medical Care FSA Plan Year (HBMMCSET)
Manage Medical Care Reimbursement (HBMRMEDR)
Manage Open Enrollment Elections (AOMESSBE)
Manage Premium Rates by Age (HBMPRAGE)
Manage Premiums by Salary (HBMPASAL)
Manage System Benefit Types (HBMSYSBEN)
Print 1094-Cs (HBR1094C)
Print 1095-Cs (HBR1095C)
Print Census Report (HBRCEN)
Print Coverage Report (HBRCVG)
Print Employee FSA Report (HBREFSA)
Print Life Insurance Beneficiaries Report (HBREBEN)
Print Medical Dependents Report (HBREDEP)
Process Employee EOI Benefit Elections (EMPEEOI)
Self Service Status (ESRSELFSERVSTAT)
Store Employee Benefit Options Offered (HBPOPTOF)
Update Benefit Option/Election Tables (AOPESSDB)
Access to Non-Benefit-Related ESS Applications in Costpoint Essentials
8.2.2
Costpoint Essential license users can now access the Manage Taxable Entity Settings and Configure Self Service Settings screens.
You must have a Benefits (HF) license to access the following tabs and fields on these screens.
Screen
Benefits-Related Fields
Manage Taxable Entity Settings
Benefits Settings tab
Life Event (State/Postal Code Change) field on the Address/Expense Check Settings tab
Configure Self Service Settings
Workflow Options tab
Allow Rollover checkbox
Allow selection checkbox
Show evidence checkbox
Total Comp/Benefits group box and its contents
Application Options subtask
Life Events subtask
Email Notifications subtask
Access to the Contributions - Project Distribution Subtask on the Manage Employee Earnings History Screen
8.2.3
Access to the Contributions - Project Distribution subtask on the Manage Employee Earnings History screen is now based on the Direct charge employer contributions checkbox on the Configure Payroll Settings screen. The Contribution - Project Distribution subtask link will display only when you select the Direct charge employer contributions checkbox.
Additional Human Resources Applications in Costpoint Essentials
8.2.5
Costpoint Essentials users can now access the following applications from the Employee, Compensation, Personnel, and Affirmative Action modules in the People domain. These applications are available if you have a Human Resources (HR) license.
Module
Area
Application Name
Application
Employee
Basic Employee Information
Update Employees for Manager Change
HSPMGR
Employee
Basic Employee Information
Update Employee Affirmative Action Plan
HAPAAPLN
Employee
Basic Employee Information
Update Salaries for Compensation Plan Changes
HSPCOMP
Employee
Basic Employee Information
Update Employee Training
HPPTRNE
Employee
Employee HR Information
Manage Employee I-9 Data
HPMI9DAT
Employee
Employee HR Information
Manage Employee State Driver's License
HPMELIC
Employee
Employee Reports
Print Employee Job Title Report
HSREMPT
Employee
Employee Utilities
Convert Race/Ethnicity Codes to New Race Codes
LDPRACE
Compensation
Compensation Plans
Manage Compensation Grades
HSMGRADE
Compensation
Compensation Plans
Manage Compensation Plans
HSMCPSET
Compensation
Compensation Plans
Manage Compensation Plan Defaults
HSMCPDEF
Compensation
Compensation Plans
Manage Compensation Plan Salary Ranges
HSMCPSAL
Compensation
Job Titles
Manage Summary Job Titles
HSMSUM
Compensation
Job Titles
Manage Functional Job Titles
HSMFUNC
Compensation
Job Titles
Manage Functional Position Descriptions
HPMFPOS
Compensation
Job Titles
Manage Detail Job Titles
HSMDETL
Compensation
Job Titles
Manage Detail Position Descriptions
HPMDPOS
Compensation
Job Titles
Print Job Title Report
HSRJOBT
Compensation
Job Titles
Print Job Title Position Description Report
HPRPOS
Compensation
Compensation Reports
Print Compa-ratio Report
HSRRATIO
Compensation
Compensation Reports
Print Employee Compensation Plan Report
HSRGRADE
Compensation
Compensation Controls
Configure Compensation Settings
HSMSET
Personnel
Personnel Information
Manage Personnel Actions
HSMREAS
Personnel
Position Requisitions
Manage Position Requisition Approvers
HPMREQA
Personnel
Position Requisitions
Approve Position Requisitions
HPMAREQ
Personnel
Personnel Controls
Configure Personnel Settings
HPMSET
Personnel
Personnel Controls
Manage I-9 Codes
HPMI9CD
Personnel
Personnel Controls
Manage Managers/HR Reps by HR Organization
HPMHRORG
Personnel
Personnel Controls
Manage Managers/HR Reps by Organization
HSMMGMR
Affirmative Action
Affirmative Action Plan Info
Manage Affirmative Action Plans
HAMAPSET
Affirmative Action
Affirmative Action Plan Info
Manage Affirmative Action Census Data
HAMCDATA
Affirmative Action
Affirmative Action Plan Info
Manage Applicant Data
HPMAPPL
Affirmative Action
Affirmative Action Reports
Print Employee Roster
HAREROST
Affirmative Action
Affirmative Action Reports
Print New Hire Analysis Report
HARNHIRE
Affirmative Action
Affirmative Action Reports
Print Personnel Action Analysis Report
HARPERS
Affirmative Action
Affirmative Action Reports
Print Promotion Report
HARPROMO
Affirmative Action
Affirmative Action Reports
Print Termination Report
HARTERM
Affirmative Action
Affirmative Action Reports
Print Training Report
HARTRAIN
Affirmative Action
Affirmative Action Reports
Print Transfer Report
HARTRANS
Affirmative Action
Affirmative Action Reports
Print Availability/Utilization Report
HARUTIL
Affirmative Action
Affirmative Action Reports
Print EEO-1 Report
HAREEO1
Affirmative Action
Affirmative Action Reports
Print Job Category Analysis Report
HARJOBGP
Affirmative Action
Affirmative Action Reports
Print Lines of Progression Report
HARPROG
Affirmative Action
Affirmative Action Reports
Print Organizational Profile Report
HARPROF
Affirmative Action
Affirmative Action Reports
Print VETS-4212 Report
HARV100
Affirmative Action
Affirmative Action Reports
Print Workforce Analysis Report
HARWORK
Affirmative Action
Affirmative Action Controls
Configure Affirmative Action Settings
HAMSET
Affirmative Action
Affirmative Action Controls
Manage Functional Job Title Hierarchy
HAMFEED
Affirmative Action
Affirmative Action Controls
Manage Job Categories
HAMJBGRP
Affirmative Action Race/Ethnicity System Table Update
8.2.3
Costpoint updates the Affirmative Action Race/Ethnicity System Table (AA_RACES) to reflect the current valid list and no longer support the old EO Survey list. Costpoint adds error reports that lists which employees are linked to inactive Affirmative Action codes. This allows you to correct the data of affected employees and accurately report Affirmative Action data. To support this feature, Costpoint applies updates to multiple applications.
Costpoint users who report affirmative action have the ability to link Affirmative Action race codes to their user-defined race/ethnicity codes on the Manage Race and Ethnicity Codes screen. Prior to this enhancement, the Affirmative Action race codes included codes that were used for past EO Survey reporting. Since the EO Survey race codes are no longer needed, they have been removed from the available mapping list. The available affirmative action race codes are now:
Two or more races
Asian
Black or African American
Hispanic or Latino
American Indian or Alaskan Native
Race missing or unknown
Native Hawaiian or Other Pacific Islander
White
The following codes have been removed from the Affirmative Action Race Code list:
Black & White non-Hispanic
American Indian/Alaskan Native & White non-Hispanic
American Indian/Alaskan Native & Black non-Hispanic
Asian & White non-Hispanic
Other Hispanic or Latino
If any of your Race/Ethnicity codes are still linked to old Affirmative Action Race Codes, Deltek recommends that you update the mapping to meet current affirmative action requirements when this enhancement is available.
Manage Race and Ethnicity Codes (LDMRACE)
The AA_RACES table now includes an Active flag, which designates AA records that are currently in use. The value for the active flag for each code in the AA_RACES table is based on the currently used Affirmative Action codes. When you use the Lookup functionality for affirmative action codes, the results will display only codes that are active.
Print New Hire Analysis Report (HARNHIRE)
The application generates an error report to list any employees that are linked to an inactive Affirmative Action Race Code. If you run the error report, the application will not display the regular report.
Print Termination Report (HARTERM)
The application generates an error report to list any employees that are linked to an inactive Affirmative Action Race Code. If you run the error report, the application will not display the regular report.
Print Personnel Action Analysis Report (HARPERS)
The application generates an error report to list any employees that are linked to an inactive Affirmative Action Race Code. If you run the error report, the application will not display the regular report.
Allow Query by Employee Status on the Manage Employee Salary Information Screen (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
A Status field was added on the Manage Employee Salary Information screen. This update allows you to filter query results by the employee status when you use the screen’s Query or Find function.
Field
Description
Status
This field displays the employee status. The status may be one of the following:
Active
Family Medical Leave
Inactive
Inactive Accruing Leave
This field is display-only and can be changed on the Manage Employee Information screen.
Audit Tracking for the Manage Payroll Records and Manage Employee Earnings History Screens
8.2.6
Costpoint’s audit tracking capabilities for the Manage Payroll Records screen and Manage Employee Earnings History screen have been updated to properly log the changes made on these screens.
View Payroll Edit Table (PRQPTF)
The Add, Delete, and Update checkboxes in the Transaction Type group box are now selected by default.
The Employee field lookup results are now limited to only the records that exist in the audit table. Previously, the results displayed all employees.
The Modified By field lookup results are now limited to only the records that exist in the audit table.
Transaction Source (SOURCE_APP_CD) columns have been added to the following audit tables, which relate to the EMPL_PAYROLL_ADT table:
EMPL_PAYROLL_ADT
EMPL_PR_CNTRB_ADT
EMPL_PR_DED_ADT
EMPL_PR_FRNG_DETL_ADT
EMPL_PR_LOCAL_ADT
EMPL_PR_PAY_TP_ADT
EMPL_PR_STATE_ADT
EMPL_PR_ST_CD_ADT
EMPL_PR_WC_ADT
EMPL_PR_PAYSTUB_HRLY_RATES_ADT
EMPL_P_DED_GRN_ADT
The screen provides a new Transaction Source field in the Federal/State Wages and Taxes table.
Field
Description
Transaction Source
This field displays the application where the update to the audit record originated.
The Transaction Type field has been added to all subtasks:
Field
Description
Transaction Type
This field displays if the record has been added, deleted, updated, or not changed.
View Employee Earnings (PRQERF)
The Add, Delete, and Update checkboxes in the Transaction Type group box are now selected by default.
The Employee field lookup results are now limited to only the records that exist in the audit table. Previously, it displayed all employees.
The Modified By field lookup results are now limited to only the records that exist in the audit table.
Transaction Source (SOURCE_APP_CD) columns have been added to the following audit tables, which relate to the EMPL_E_ADT table.
EMPL_E_ADT
EMPL_E_CNTRB_ADT
EMPL_E_DED_ADT
EMPL_E_FRNG_DETL_ADT
EMPL_E_LOCAL_ADT
EMPL_E_PAY_TP_ADT
EMPL_E_STATE_ADT
EMPL_EARN_ST_C_ADT
EMPL_E_WC_ADT
EMPL_E_PAYSTUB_HRLY_RATES_ADT
EMPL_E_DED_GRN_ADT
The screen provides a new Transaction Source field in the Federal/State Wages and Taxes table.
Field
Description
Transaction Source
This field displays the application where the update to the audit record originated.
The Transaction Type field has been added to all subtasks:
Field
Description
Transaction Type
This field displays if the record has been added, deleted, updated, or not changed.
Manage Payroll Records (PRMPTF)
The following are the changes to the Manage Payroll Records screen:
The screen now saves all header and subtask data to the audit table, not just the changed data.
Any action on the screen will add a new record in the audit table for the header and all the subtasks.
If the header record was deleted/added, the Transaction Type will be delete/add for all subtasks as well.
If there are changes to any subtask, the system will create new records in the audit table for the header and all subtasks. The records for the header and the subtask that has changes have a transaction type of Update. All subtasks that were not updated will have a transaction type of No Change.
If you delete a V (Void) record, Costpoint clears the Voided Check flag on the original record and inserts a record into the audit table for original record. If you delete a V record and a corresponding W record exists, Costpoint will also mark the W record as deleted. Three records can be created in this process, two in payroll audit and one in employee earnings.
Manage Employee Earnings History (PRMERF)
The following are the changes to the Manage Payroll Records screen:
The screen now saves all header and subtask data to the audit table, not just the changed data.
Any action on the screen will add a new record in the audit table for the header and all the subtasks.
If the header record was deleted/added, the Transaction Type will be delete/add for all subtasks as well.
If there are changes to any subtask, the system will create new records in the audit table for the header and all subtasks. The records for the header and the subtask that has changes have a transaction type of Update. All subtasks that were not updated will have a transaction type of No Change.
If you delete a V (Void) record, Costpoint clears the Voided Check flag on the original record and adds a record marked undeleted to the audit table. Two records will be created in the audit table.
Audit Tracking Updates for the View Employee Taxes Screen
8.2.12 (Next Quarterly Release)
Costpoint updates the ability to track records on the View Employee Taxes screen. This enhancement allows you to properly view the history of changes made to the data on this screen. The screen now indicates if the data was added, edited, or deleted.
The following fields were added in the Inquiry Details table of the View Employee Taxes screen:
Field
Description
Transaction Type
This field displays the transaction type for this row. The types are:
A: Add transaction
D: Delete transaction
U: Update transaction
Note: Subtasks on the View Employee Taxes screen will also include a Transaction Type field. On subtasks, this field may display the A, D, or U transaction types, and in addition, an N (No Change) transaction type.
Transaction Source
The transaction source field displays the application where the update to the audit record originated.
Modified By
This field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.
Date Modified
This non-editable field displays the date on which the modifications took place for this transaction.
You can use multiple Costpoint screens to update the records on the View Employee Taxes screen. These screens can now populate the appropriate audit tables with transaction source value and save all data to the audit table, not just the changed data. The updated screens include:
State Withholding (ESMSTATEWH)
Federal Withholding (ESMFEDWH)
Manage Employee Taxes (PRMETAX)
Manage Employee Information – Taxes subtask (LDMEINFO)
To support this feature, new columns were added to the following database tables:
EMPL_TAX_ADT
EMPL_TAX_MULTI_ADT
EMPL_TAX_LOCAL_ADT
This enhancement requires the following:
cp82_cmnlib_benefitslib_001.zip
cp82_cmnlib_ldmeinfolib_001.zip
cp82_dbc_820_11311_001.zip
cp82_prqetax_001.zip
deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.9
Costpoint updates the ability to track records on the View Employee Taxes screen. This enhancement allows you to properly view the history of changes made to the data on this screen. The screen now indicates if the data was added, edited, or deleted.
The following fields were added in the Inquiry Details table of the View Employee Taxes screen:
Field
Description
Transaction Type
This field displays the transaction type for this row. The types are:
A: Add transaction
D: Delete transaction
U: Update transaction
Note: Subtasks on the View Employee Taxes screen will also include a Transaction Type field. On subtasks, this field may display the A, D, or U transaction types, and in addition, an N (No Change) transaction type.
Transaction Source
The transaction source field displays the application where the update to the audit record originated.
Modified By
This field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.
Date Modified
This non-editable field displays the date on which the modifications took place for this transaction.
You can use multiple Costpoint screens to update the records on the View Employee Taxes screen. These screens can now populate the appropriate audit tables with transaction source value and save all data to the audit table, not just the changed data. The updated screens include:
State Withholding (ESMSTATEWH)
Federal Withholding (ESMFEDWH)
Manage Employee Taxes (PRMETAX)
Manage Employee Information – Taxes subtask (LDMEINFO)
To support this feature, new columns were added to the following database tables:
EMPL_TAX_ADT
EMPL_TAX_MULTI_ADT
EMPL_TAX_LOCAL_ADT
Contribution Direct Charging Update
8.2.4
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.
Defaulting of User and Login ID on New Employee Records from Deltek Talent Management
8.2.4
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.
Direct Deposit Options on the ESS Payroll Checks Screen
8.2.2
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.
Employer and Employee Information from Generated or Manually Entered W-2s Are Now Stored by Costpoint
8.2.5
When you generate W-2s/W-2Cs from the Create W-2 Table screen or enter the W-2s/W-2Cs on the Manage W-2s and Manage W-2Cs screens, Costpoint now stores the following information:
Employer Tax ID
Employer Address
Employer Name
Employee SSN
Employee Name
Employee Address
This enhancement will allow Payroll managers to reprint the employee and taxable entity information for a W-2/W-2C that displays all the W-2 data as it was at the time of the original printing and not use current data for Employer Tax ID, Employer Address, Employer Name, Employee SSN, Employee Name, and Employee Address.
Create W-2 Table (PRPCW2)
The application features the following updates:
New fields were added to the FED_W2_FILE and FED_W2C_FILE tables to hold the following values:
Employer Tax ID
Employer Address
Employer Name
Employee SSN
Employee Name
Employee Address
The application now populates the new fields for W-2s.
The application now populates the following fields for W-2Cs from the saved values in FED_W2_FILE table:
Employee SSN
Employee Name
Upon conversion, the application populates FED_W2_FILE and FED_W2C_FILE tables with existing employee and taxable entity data.
Manage W-2s (PRMW2)
The application now displays the employee’s name and address at the time of the W-2 creation using the new fields in the FED_W2_FILE table.
Manage W-2Cs (PRMW2C)
The application now populates the previously reported SSN and employee name from the new fields in the FED_W2_FILE table. The fields will remain enabled.
Print W-2s (PRRW2)
The application now populates the employer and employee name and address information from new fields in the FED_W2_FILE table. This will show the employee and employer information at the time the W-2 was created.
W-2s (ESMELECW2)
The application now displays the Employer Tax ID, Employer Address, Employer Name, Employee SSN, Employee Name, and Employee Address from the W-2 table (FED_W2_FILE) instead of from the associated table (TXBLE_ENTITY, EMPL). This allows employees to view the original addresses.
Print Data Dictionary Report (SYRDD)
The Print Data Dictionary Report now includes information about the new columns in the FED_W2_FILE and FED_W2C_FILE tables.
Enable Dependent and Beneficiaries Subtasks in Benefits Enrollment and Life Events for Certain System Benefit Types
8.2.4
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.
Export LINK27-MO/Routings Deletion Records to Deltek Time and Expense
8.2.1
When you delete manufacturing order (MO)/Routings combinations in Costpoint, you can now export those deletion records to Deltek Time and Expense when you run the Export Data to Deltek Time and Expense (LDPDTC) process.
Manage Manufacturing Orders (PCMMOMNT)
The Manage Manufacturing Orders screen adds the ability to store MO/Routing deletion records.
Export Data to Deltek Time and Expense (LDPDTC)
The application now includes MO/Routing deletion records in the export file to Deltek Time and Expense if you select the MO/Routing (LINK27) checkbox.
Export LINK27-Project/PLC Deletion Records to Deltek Time and Expense
8.2.1
When you delete Project/PLC combinations in Costpoint, you can now export those deletion records to Deltek Time and Expense when you run the Export Data to Deltek Time and Expense (LDPDTC) process.
Link Project Labor Categories to Projects (PJMPLCPJ)
Costpoint has been updated to store deleted Project/PLC links so that the deletion information can be exported to Deltek Time and Expense. The application now applies the following:
When you delete a Project/PLC link, Costpoint will store the link.
When you delete a Project/PLC link that is linked to an employee on the Manage Employee Work Force screen, Costpoint also stores the corresponding deleted Project/PLC/Employee links.
Export Data to Deltek Time and Expense (LDPDTC)
The application now includes Project/PLC deletion records in the export file to Deltek Time and Expense if you select the Project/PLC (LINK27) checkbox.
Export Project/PLC and MO/Routing Deletion Records to Shop Floor Time
8.2.4
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.
Form I-9 Updates
8.2.4
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:
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.
New Deduction Computation Method That Does Not Exclude 457 and NQDC Contributions
8.2.2
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.
Prorate Employer Contributions to an HSA When an Employee Starts Mid-Year
8.2.6
Prior to this release, if an employee started mid-year, Costpoint prorated the contribution limit by the number of months that the employee worked in that year. However, the employer contribution was not prorated no matter when the employee joins the company. In this scenario, the employer matching should also be prorated.
To address this issue, Costpoint now allows employers to set if the employer HSA match amount should be prorated when an employee elects an HSA mid-year.
Manage HSA Plan Year (HBMHSET)
The Manage HSA Plan Year screen provides the following new checkbox:
Field
Description
Prorate employer contribution for employees starting mid-plan year
Select this checkbox if you want to prorate the employer contribution amount when an employee elects an HSA deduction mid-year.
Update Employee Package Deductions (HBPAPDED)
The Update Employee Package Deductions screen was updated to use the new checkbox on the Manage HSA Plan Year screen to determine if the yearly employer HSA contribution should be prorated based on the HSA contribution start date.
If an employee is hired mid-year or decides to elect an HSA mid-year through a life event, the employer contribution amount is determined by pro-rating the amount by either the number of pay period or paychecks left in the plan year.
Manage Employee HSA Elections (EMMEHSA)
The Manage Employee HSA Elections screen was updated to use the new checkbox on the Manage HSA Plan Year screen to determine if the yearly employer HSA contribution should be prorated based on the HSA contribution start date.
If an employee is hired mid-year or decides to elect an HSA mid-year through a life event, the employer contribution amount is determined by pro-rating the amount by either the number of pay period or paychecks left in the plan year.
Print Data Dictionary Report (SYRDD)
The report now provides information on the Prorate employer contribution for employees starting mid-plan year (PRORATE_CNTRB_FL) column in the HB_HSA_SETUP table.
Roth-Only Catch-up Contributions For High Earners and the Option for Roth Employer Match and Non-Elective Contributions
8.2.5
The United States Congress passed the Secure Act 2.0 which requires employees who made above a certain amount in the prior year to make catch-up contributions to a post-tax Roth individual retirement account (IRA) instead of a pre-tax 401k. The act was originally set to go into effect in 2024 but was later delayed until 2026.
To address the requirements of the new legislation, Costpoint added a new report to display employees who qualify for catch-up contributions, their deductions, age, and income. On the Manage Federal Taxes screen, a new field was also added to hold the prior year’s income requirement threshold for Roth IRA’s.
In addition, the Secure Act 2.0 section 127 permits employers to offer short-term emergency savings accounts (ESAs) to non-Highly Compensated Employees. A new deduction was added for Emergency Savings Accounts.
Print Employees Eligible for Retirement Catch-Up (PRPCATCHUP)
Use this screen to print information relating to employees over 50 with catch-up retirement contributions. Print this report any time to see if employees have reached their catch-up limit or to determine which employees meet the high-income threshold for the previous year.
You can print the report for:
All or one pay cycles
A specific date in time which will be used to calculate employee ages, YTD contributions, and deductions, and determine the previous year for wage purposes.
Specific deduction types (Deferred or Roth only)
Employees by earning group (High earners, regular earners, or both types)
Employees by age group
The application will use the new Roth Catch-Up Wage Threshold field on the Manage Federal Taxes screen to determine the threshold for high earners. The report displays the employee’s prior year earnings, age, earning type, deduction code, deduction type, YTD deduction amount, contribution code, contribution type, YTD contribution amount, and the total YTD deduction/contribution amount. When the first sort is by employee, the report has a subtotal for each employee for YTD deduction/contribution amounts and the total of deduction/contribution amount.
Manage Federal Taxes (PRMFTI)
The Manage Federal Taxes screen adds the following field:
Field
Description
Roth Catch-Up Wage Threshold
Enter the prior year wage threshold amount that was defined by the U.S. government at which retirement contribution catch-ups will be required to be in a post-tax Roth IRA.
This amount will be used by the Print Employees Eligible for Retirement Catch-Up screen to determine which employees must make retirement catch-up contributions to a post-tax Roth IRA.
Manage Deductions (PRMDED)
A new Emergency Savings Accounts (ESA) deduction type, which can be used by employers who offer short-term ESAs to non-Highly Compensated Employees, was added to the Manage Deductions screen.
Setting for the Default Plant for New Employees
8.2.2
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.
Use Supplemental Tax Rate for Leave Payout Wages
8.2.3
Leave payout wages are considered supplemental payments but, currently, these wages are taxed as regular wages. Changes were made to payroll to calculate the taxes of leave payout timesheets using supplemental rates. If your company opts not to use the leave payout application to create leave payout timesheets, then you can now select Leave Payout timesheet type on the Manage Timesheets screen. This will allow you to manually enter a Leave Payout timesheet.
This release also provides the ability to calculate withholding tax on leave payout timesheets as supplemental wages.
Manage Timesheets (LDMTIME)
You can now select Leave Payout from the Type drop-down list.
LV was removed from the error message when selecting Leave Payout from the Type drop-down list.
Compute Payroll (PRPCPR)
The existing Timesheet Type label changed to Check Type.
The existing Selection Ranges group box is now the Select group box.
The Deduction Schedule field has been moved to the Options group box.
The screen adds the following Timesheet Type checkboxes, which allow you to select which timesheets to process.
Field
Definition
Regular, Correcting, D-Correcting, N-Reversing, Reversing, and Salary Cap
Select this checkbox if you want to process Regular, Correcting, D-Correcting, N-Reversing, Reversing, and Salary Cap timesheets. You can only process Correcting, D-Correcting, N-Reversing, Reversing, and Salary Cap timesheets if the Check Type is Regular.
Bonus
Select this checkbox if you want to process bonus timesheets. You can only process bonus timesheets if the Check Type is Bonus.
Leave Payout
Select this checkbox if you want to process leave payout timesheets either as regular wages or supplemental wages. Leave payout will be taxed as supplemental wages if you select Bonus as the Check Type. Leave payout will be taxed as regular wages if you select Regular as the Check Type.
W-2 2023 Copy A Substitute Form Fillable PDF Update and Approval
8.2.5
The Internal Revenue Service (IRS) requires that the Substitute Black-and-White Forms W-3 and W-2 (Copy A) for Tax Year 2023 must comply with the IRS Publication 1141. Forms W-3 and W-2 (Copy A) must be approved by Social Security Administration (SSA).
The Print W-2s application was updated to reflect the updated forms. The changes to the forms are as follows:
2023 Form W-3
Changed Form W-3 tax year from 2022 to 2023
Updated the Reminder section instructions to show tax year 2023
Updated the E-Filing section to show filing deadline of January 31, 2024
Updated the When to File Paper Forms section to show filing deadline of January 31, 2024
Updated the Revised date to 08/23
2023 Form W-2
Changed the Form W-2 tax year from 2022 to 2023
Updated the Revised date to 08/23
The IRS provides the following reminders to employers:
Do not mail your company’s payroll to the Copy A mailing address. You must mail your forms to the address listed on Form W-3.
Do not truncate the employees’ SSN on Copy A of Forms W-2.
Verify that the template prints on each W-2 submission before you mail them to the SSA.
Approvals are valid for only one tax year (January through December). In general, each new filing season requires new approval, even if the official form does not change.
All forms and data must be printed in non-reflective black ink only.
Both the top Form W-2 and the bottom Form W-2 must have the Void checkbox printed on the form.
Please ensure printed versions of the approved forms meet the required margin guideline. The top, left, and right margins for Form W-2 (Copy A) and Form W-3 are 0.50 inches (½ inch).
Attention: For more information, refer to:
Employer Form W-2 Filing Instructions & Information: https://www.ssa.gov/employer/
New IRS instructions for electronic filing requirements for Forms W-2: https://www.irs.gov/forms-pubs/new-electronic-filing-requirements-for-forms-w-2
2023 General Instructions for Forms W-2 and W-3: https://www.irs.gov/pub/irs-pdf/iw2w3.pdf
Added Profit and Loss by Program Report
8.2.5
The new Profit and Loss by Program application (Organization Budgeting » Profit and Loss Reports) displays the labor and non-labor resources assigned to programs as well as the org budget program trends for the selected fiscal period.
On the Details subtask, the row directly beneath each revenue and expense line item displays the org budget program name, assigned orgs, and related accounts.
For orgs that are not assigned to any program, the program row displays Unassigned.
Refer to the online Help for more information.
Advanced Search Updated with NAICS Effective Date
8.2.4
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.
Compute Forward Rates Updated for Web Services
8.2.6
To improve compatibility with Web Services and to enhance usability, the Compute Forward Rates screen (Organization Budgeting » Rate Processing/Reports) was converted from a maintenance application to a process application.
In line with this update, the following changes were made to the user interface:
The Parameter ID and Description fields were added to the header area. These fields enable you to save your selections for reuse, either by using Query to find the ID or by using the ID for a scheduled job.
The Calculate button was removed. To run the utility after selecting the screen settings, click the Process icon () instead.
The Budget Group field was renamed Budget Type.
The Compute Forward Rates Details table was removed. However, you can still display the contents of this table when you click the Preview icon ().
Cost Type Descriptions Now Customizable within Costpoint
8.2.5
The Customize Standard Labels screen (Admin » System Administration » Workspace Customization) in Costpoint was updated to include the Budget Sheet labels, enabling you to customize these labels wherever they display within Planning.
Note: To learn about modifying the labels, refer to the online Help for Customize Standard Labels.
From the Customize Standard Labels screen, you can customize the following labels:
Consultant
Consultant Hour
Material
Material Handling
Other Direct Cost
Revenue
Service Center
Staff Hour
Subcontractor
Subcontractor Hour
Travel
The modified versions of the labels are applied wherever they display in Costpoint Planning. To illustrate the difference between un-customized and customized labels, several images follow below.
The following is an example of the standard (un-customized) Staff Hours budget sheet label:
In Project Budgets/EACs, for example, the standard (un-customized) label still displays:
The following is an example of the same label customized:
In Project Budgets/EACs, for example, the custom label also displays:
Other labels customized on the Customize Standard Labels screen may also be applied to the Planning interface. For example:
I
The text shown above, for example, displays on the Planning menu as follows:
Create Top Level Budget/Outlook Updated for Web Services
8.2.5
To improve compatibility with Web Services and enhance usability, the Create Top Level Budget/Outlook screen (Organization Budgeting » Budget/Outlook Processing) was converted from a maintenance application to a process application.
The Create button was removed.
Instead, after you select screen settings, click the Process icon () to run the utility.
The Parameter ID and Description fields were added to the header area.
These fields enable you to save your selections for reuse, either by using Query to find the ID or by using the ID for a scheduled job.
Note: Also due to the conversion, the underlying application ID was changed from bnp_oapaom5 to bnp oapbotl.
Enhancement to Advanced Search Criteria
8.2.5
The Resource Search Criteria section of the Advanced Search screen includes two new search fields:
Trainings
Courses
Previously, details for trainings and courses were aggregated under Skills.
This enhancement applies to Advanced Search in the following applications:
Resource Planning
Project Budgets/EACs
New Business Budgets
Select your desired value for each field, and then click Find Resources to display the employees that possess the specified skills, trainings, and courses.
If you want to configure the drop-down selection criteria, use the following applications to add, delete, or modify items:
For Skills, go to Manage Skill Codes (Accounting » Accounts Payable » Vendor and Subcontractor Controls).
For Trainings, go to Manage Training Codes (Accounting » Accounts Payable » Vendor and Subcontractor Controls).
For Courses, go to Manage Courses (People » Employee » Education, Skills, and Training Controls).
Integration of Org Utilities for Web Services Compatibility
8.2.6
In Organization Budgeting, the following mass update utilities were integrated into a single application:
Mass Create/Recommit Budgets/Outlooks
Organization Budgets/Outlooks Mass Utilities
The first of these was retained as the base application but was renamed to Org Budgets/Outlooks Mass Utilities (Organization Budgeting » Controls and Utilities). For example:
The second utility, including its underlying ID (BNP_BGMBOM5), was removed from Planning entirely.
The integration was accomplished through the addition of a new Process drop-down list, which also renders the application compatible with Web Services. Due to this change, action buttons that displayed on the interface of the removed utility now display as list items. For example:
To further streamline processing of mass updates, the interface now also includes a Selection Ranges section. For example:
Use the Organization drop-down list to process all, one, or a range of organizations. If you select Range, the Start and End fields are enabled. Click to select the starting and ending org IDs, respectively, for processing.
Conversely, if you select One, only Start is enabled, and neither field is enabled if you select All.
Since the utility is a processing application, click the Process icon () after you have set all parameters.
Labor Analysis Reports Combined and NBB Details Added
8.2.7
Under Project Budgeting » Top Level (All Projects) Reports, the Labor Hours Analysis and the Labor Cost Analysis reports were combined into a single report now called Labor Analysis.
Since labor and cost details are available in the same report, a Base section was added with two options:
Hours: Select this option to run the report for labor hours.
Cost: Select this option to run the report for labor costs.
When Cost is selected, the Details subtask now also includes cost-related columns that formerly displayed in the Labor Cost Analysis report.
Note: The newly combined report is based on the Labor Hours Analysis application. As such, it retains the original application ID of BNP_CAQXPT5. Conversely, BNP_CAQXPT6 (Labor Cost Analysis) was removed from Planning because it is now obsolete.
Other Interface Updates
The application interface was updated with two additional changes:
Under Details, the Combined checkbox was renamed to Flat View.
The Projects section was renamed to Options. It also contains a new Include Inactive Resources checkbox that enables you to include inactive resources in report results.
New Business Budget Labor and Cost Details Now Included
The Labor Analysis report now provides labor and cost details from new business budgets.
This update includes the following changes:
An Apply Probability checkbox was added, which displays if Budget or Variance is selected under Report Type.
Select the checkbox to apply new business budget probability values to the report.
The Source column of the Details subtask displays “Budget: NB” if the labor or cost details are from a new business budget.
Mass Recommit Functionality Relocated within Planning
8.2.7
The Mass Recommit Project Budgets/EAC application (Administration » Administration Utilities) was removed, and its associated functionality was transferred to a different application within Planning.
Namely, a Recommit option was added to the Process drop-down list of the Project Budget/EAC Mass Utilities screen (Project Budgeting » Controls and Utilities) that enables you to recommit budgets or EACs.
Note: Project Budget/EAC Mass Utilities was converted to a processing application in a previous maintenance release (version 8.2.5). Both that earlier change and this current one are related to an ongoing effort to enhance Planning for Web Services compatibility.
In Project Budget/EAC Mass Utilities, the Process drop-down list updates dynamically. Therefore, Recommit displays only if Status is selected as Complete or Incomplete.
Note: To learn more about the Process drop-down list or other conversion-related changes applied to Project Budget/EAC Mass Utilities, see the Costpoint 8.2.5 release notes.
Since the original application (Mass Recommit Project Budgets/EAC) was removed from Planning, the underlying screen ID associated with it (BNP_BAPMAP12) was also removed.
New Project Revenue Analysis Application
8.2.4
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.
New Warning Messages Added to Project Budgets/EACs
8.2.4
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.
Pending Charges Report Added to Projects Domain
8.2.4
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.
Populate CP GL Budgets from BP Org Budgets (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
A Costpoint Accounting screen was added that pulls data directly from Planning » Organization Budgets/Outlooks.
The new screen (Update Org/Acct Budgets from Planning Budgets) enables you to automatically populate general ledger budgets with budgets or outlooks from Planning, saving you a step that was previously completed manually.
After you use this screen, you can view the processed records in Manage Organization/Accounts Budgets.
In addition, with direct data population, budgets and outlooks are automatically included in financial statements and other budget-related reports, ensuring a higher level of detail and accuracy.
You can access the Update Org/Acct Budgets from Planning Budgets screen from Accounting » General Ledger » General Ledger Budgets.
Update Org/Acct Budgets From Planning Budgets (GLPBDPLO)
The Update Org/Acct Budgets from Planning Budgets screen includes three primary fields that enable you to process budget or outlook records from Planning » Organization Budgets/Outlooks:
Fiscal Year: Specify the GL fiscal year to which the organization budgets or outlooks will apply.
Budget Type: Select the type of record to be processed. You can select either Budget or Outlook.
Budget Revision: Select the revision number to which the organization budgets or outlooks will apply.
The screen also contains non-editable fields that display the starting and ending periods of the fiscal year you selected and their respective period end dates.
Note: Before you use this screen, you must set up budget information on the Manage Budget Revisions screen and accounts on the Manage Accounts screen. You must also have set up organizations on the Manage Organization Elements screen and linked your accounts and organizations.
Project Budget/EAC Mass Utilities Updated for Web Services
8.2.5
To improve compatibility with Web Services and enhance usability, the action buttons (for example, Create EAC) on the Project Budget/EAC Mass Utilities screen (Project Budgeting » Controls and Utilities) were converted to drop-down list items in a new Process field. For example:
Note: The Process drop-down list is dynamically updated based on the option selected from Status under Budget. In earlier versions, the action button was either enabled or disabled based on the status. Now, the Process drop-down list displays only actions that are valid for the currently selected budget or EAC.
The area of the screen where projects were selected for processing is now replaced by a Selection Ranges section, which includes a Projects drop-down list that provides options for processing all, one, or a range of projects. For example:
If you select Range from Projects, the Start and End fields are enabled, where you can click to select the starting and ending project IDs, respectively, for processing. For example:
Conversely, if you select One, only Start is enabled, and neither field is enabled if you select All.
Since the utility is now a processing application, click the Process icon () after you set all parameters.
Note: Due to the conversion, the underlying application ID was changed from bnp_bgmbpmu to bnp_bgpbpmu.
Project Workforce Updates in Planning
8.2.12 (Next Quarterly Release)
Note: Release notes for this feature are preview only. The final version will be available on or before July 1, 2024.
The Project Budgets/EACs application was updated to reflect and/or validate workforce start and end date information when hours are added for employees, vendors, or vendor employees.
This update is related to the Project WorkForce enhancement in the Projects domain. See the “Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee (Opt-In Available)” description in these release notes for additional information.
This enhancement requires the following:
cp82_dbc_820_11328_001.zip
DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Revenue Amounts Added to New Business Budgets by Period
8.2.5
In New Business Budgets (Planning » New Business Budgets), the Analysis by Period subtask (formerly named Burdened Cost) now includes revenue amounts in addition to the cost amounts. This update enables Planning to calculate and display the profit amount and the profit percentages on both cost and revenue.
The inclusion of revenue along with raw and burdened cost amounts, and the subsequent profit calculations, provides a more complete analysis of budget performance per period.
Revenue is totaled at the top of the report and expense is totaled at the bottom, directly above profit.
Revenue can be expanded to display the revenue totals per budget category.
As part of this update, the Audit Budget Group Details application (Organization Budgeting » Budget/Outlook Processing) now includes the added revenue amounts and the profit calculations. To display these details, select Project and then from the Format drop-down list, select Analysis by Period.
Revenue Setup Enhancement for New Business Budgets
8.2.7
In New Business Budgets, you can now modify revenue setup details on the Revenue Setup/Ceilings subtask per version of a budget without affecting the source version or other existing versions.
For example, the image below shows Version 2 of a budget with specific revenue settings and a Fee Rate % of 0.00 for all row items.
The next image shows Version 3 of the above budget with modified revenue settings and a Fee Rate % of 7.50 for the same row items.
Revenue Setup Enhancement for Project Budgets/EACs
8.2.6
In Project Budgets/EACs, you can now modify revenue setup details on the Revenue Setup/Ceilings subtask per version of a budget or EAC without affecting the source version or other existing versions.
For example, the image below shows Version 3 of an EAC with 0.00 under Fee Rate % in multiple rows.
By contrast, the next image shows Version 4 of the EAC with 10.00 in the same fields.
Revenue Summary Report Enhancement
8.2.4
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.
Update to Version Code Field
8.2.1
The Version Code field now allows you to enter up to ten characters.
Updated Budget/Outlook Resource Schedule Report
8.2.5
The Budget/Outlook Resource Schedule screen (Organization Budgeting » Labor Analysis Reports) now includes budget program details.
When you run the report with Combined selected, the Details subtask contains a new Program Desc column. For example:
The value that displays in Program Desc populates from the Program ID column, which is located on the Labor Utilization and Non-Labor Dollar subtasks of the Organization Budgets/Outlooks screen.
The Program Desc column is blank if:
The line is for a non-org budget type, such as EAC or NB.
The line is for an org budget type (OBud or OOLK) but no budget program is assigned.
Use Planning Project Budget/EAC Information in Projects PSR (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
To improve backend integration between Costpoint Projects and Costpoint Planning, a screen was added that updates project budget report tables with the final versions of budgets or EACs from Planning.
This new screen, Update Project Budget Report Tables, offers an enhanced level of integration that enables you to select Planning budgets when you print project reports.
You can access Update Project Budget Report Tables from Planning » Project Budgeting » Controls and Utilities.
Use this screen to select the projects to update, including for which fiscal year, and to select the type of budget to process. Primary fields and options include:
Projects: This field enables you to select all, one, or a range of projects to update.
Fiscal Year: This read-only field defaults to One, since only a single fiscal year can be processed at a time. Click in the adjoining field to select the year.
Operation: This section displays two processing options:
Update: This option adds Planning budgets to the report tables.
Delete: This option removes Planning budgets from the report tables.
Budget Type: This section displays two budget options:
Budget: This option updates report tables with regular budgets.
EAC: This option updates report tables with EACs.
Related Updates in Projects
To support this enhancement, the Update Project Status Report Tables screen (Project Inquiry and Reporting » Report Processing) can be configured to display Budget and EAC under Budget Type.
To perform the configuration, select Planning Project Budgets from Budgeting Method on the Budgeting tab of Configure Project Settings (Project Setup » Project Setup Controls).
Note: In Costpoint Essentials, Planning Project Budgets is the only option available, so it displays by default and is not editable.
Updated Original Pool Base Amount and Original Rate in Retroactive Billing Worksheet
8.2.3
In the Indirect Rate Consolidated Retroactive Billing Worksheet, the values that display in the Original Pool Base Amount column now include burden costs instead of just the direct labor cost. In addition, the Original Rate column values now display the provisional rates entered on the Manage Cost Pools screen instead of the composite rates.
This is in agreement with how the Revised Pool Base Amount and Approved Revised Rate columns are printed on the report.
Enhanced Period of Performance Validation
8.2.6
Period of performance (POP) validation has been updated so that for projects that lack POP start date and end date in the PROJ and PROJ_EDIT tables, Costpoint now looks up the immediate parent project level that contains dates. If either the start date or end date is missing, the default dates of 01/01/1900 and 12/31/2075 will be used for validation.
To set different POPs for charging and billing purposes, you can update the POP one level lower than the billing level. This allows all charging tasks to be validated on the new POP, while billing continues to be validated on its existing POP.
Include Burden Amounts in Supporting Schedules
8.2.4
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:
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.
Sum all transactions with transaction type of C (Cost) by project, account, and organization: Total Cost.
Divide Total Burden by Total Cost to get Burden Rate %.
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.
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.
Multi-Job Allocation: Labor Now Allocated Based on Period Total
8.2.2
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.
Multi-User Report Printing
8.2.1
The Post Pool Journals application now allows multiple users to print Pool Journals at the same time. Similarly, multiple users can simultaneously print the IWO Journal on the Post IWO Journal screen.
The posting process on both screens will remain a single-user functionality; however, the posting can be submitted by multiple users simultaneously. Costpoint will queue the posting/committed transactions and process them one at a time.
You have only the option to Print/Post Pool Journals and Print/Post IWO Journal as the Post Pool Journals and Post IWO Journal options are no longer available. The reports generated from the Print/Post process will contain a unique sequencing number and should be retained if needed for historical purposes.
New Project Field on the Manage Open Subcontractor Detail Screen
8.2.4
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.
Performance Enhancement: Summarize Project Ledger
8.2.3
Summarize Project Ledger has been updated to process records more efficiently and reduce the screen's runtime.
Project Budget Tables Now Updated from Planning
8.2.8
Two Projects screens were updated with additional options that support a new screen in Planning that directly updates project budget tables with budget details from Planning » Project Budgets/EACs.
To learn about the new Planning screen and the related changes in Projects, see “Use Planning Project Budget/EAC information in Projects PSR” in the Planning section of these release notes.
Project Workforce Start and End Dates by Employee/Vendor/Vendor Employee (Opt-In Available)
8.2.12 (Next Quarterly Release)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.12 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
Note: Release notes for this feature are complete but still under review. The final version will be available on or before July 1, 2024.
You can now add start and end dates by employee, vendor, and vendor employee in a project workforce in Costpoint. This allows you to limit an employee’s or vendor employee’s work time within the project. In addition, you will not need to remove employees from the workforce, and you will be able to perform a historical review of project workforce records.
To support this feature, updates have been made to several Costpoint applications.
Updated “Workforce” Label and New Columns
The “Work Force” label on field names in the following applications has been changed to “Workforce”. Starting Date and Ending Date columns have also been added to the table windows and printed report.
Manage Employee Workforce (PJMWORK)
Manage Vendor Employee Workforce (PJMVEWRK)
Manage Vendor Workforce (PJMVNWRK)
Print Project Workforce Report (PJRPWF)
Effective Bill Date Validation
The Effective Bill Date or Effective Billing Date fields on the following Projects and Accounting applications must be between the starting and ending dates indicated in the project workforce:
Adjust Open Billing Detail Records (BLPAOBD)
Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)
Import Accounts Payable Vouchers (AOPUTLAP)
Import Journal Entries (AOPUTLJE)
Manage Accounts Payable Vouchers (APMVCHR)
Manage Journal Entries (GLMJE)
Manage Open Billing Detail (BLMOPEN)
Manage Purchase Order Vouchers (POMPOVCH)
Related Updates in Time & Expense, People, and Planning
To support this enhancement, the common codes of several Costpoint Time & Expense, People, and Planning applications have been updated to validate the project workforce starting and ending dates.
Mass Add Project Workforce
As part of this enhancement, a new application has been created to allow you to add employees, vendors, and/or vendor employees to multiple project workforces at the same time. To access this application, click Projects » Project Setup » Project Labor » Mass Add Project Workforce.
Mass Add Project Master Data
When you run this application, the Starting Date and Ending Date values from the Template Project are now copied to the Destination Project.
Import Project Master Data
When you import project workforce records, the Starting Date and Ending Date values are correctly populated in the corresponding applications. The dates are also included in the generated reports.
Manage Work Assignments
The project workforce starting and ending dates are validated against the work assignment start and end dates.
Update Existing Project Workforce Records
8.2.6
The Import Project Master Data application has been updated to allow users to modify existing records and append to a series of records, such as adding new employees, vendors, and vendor employees or changing an employee’s end date. This enhancement affects all tables that can be updated by Import Project Master Data except the following:
PROJ (Manage Project User Flow)
PROJ_REV_SETUP (Manage Revenue Information)
PROJ_LAB_CAT_MAP (Link Project Labor Categories to Projects)
LAB_CAT_RT_SCH (Manage Project Labor Categories (PLC))
PROJ_EMPL_RT_SCH (Link PLC Rates to Employee/Vendor)
TOP_LVL_RPT (Manage Alternate Projects)
PROJ_RPT_ID (Manage Alternate Projects)
Project Workforce Start and End Dates for Employee/Vendor/Vendor Employee
8.2.5
In preparation for an enhancement that will allow you to add start and end dates to each employee, vendor, and vendor employee in a project workforce in Costpoint, updates have been made to several applications.
This future enhancement will allow you to limit an employee’s or vendor employee’s work time within the project. In addition, you will not need to remove employees from the workforce, and you will be able to perform a historical review of project workforce records.
Updated “Workforce” Label
The “Work Force” label on field names in the following applications has been changed to “Workforce”:
Approve Work Assignments (SMPWRKA)
Link PLC Rates to Employee/Vendor (PJMPWFRT)
Manage Contracts (CTMCNTR)
Manage Opportunities (CTMOPP)
Manage Project Templates (PJMQTPLT)
Manage Project User Flow (PJMBASIC)
Manage Work Assignments (SMMWRK)
Mass Add Project Master Data (PJPMADD)
Print Data Dictionary Report (SYRDD)
Print Project Master Report (PJRBASIC)
Print Project Setup Report (PJRSETUP)
Synchronize Project Master Data and Project Edit Data (PJPSYNCH)
View Work Assignment Status (SMQWA)
New Columns on Tables
Start Date and End Date columns have been added to the following database tables:
DEL_PROJ_E_LAB_CAT
DEL_PROJ_EMPL
PROJ_EMPL
PROJ_EMPL_LAB_CAT
PROJ_VEND
PROJ_VEND_EMPL
PROJ_VEND_EMPL_PLC
PROJ_VEND_LAB_CAT
These tables are used by the following applications:
Import Project Master Data (PJPPREP)
Manage Employee Work Force (PJMWORK)
Manage Vendor Employee Work Force (PJMVEWRK)
Manage Vendor Work Force (PJMVNWRK)
Start and End Dates Included in Import
The Import Project Master Data application has been updated to include the new Start Date and End Date fields in the input file when importing project workforce records. Affected input file layouts include the following:
PROJ_EMPL.csv (Manage Employee Work Force)
PROJ_EMPL_LAB_CAT.csv (Manage Employee Work Force » Assign PLC to Employee Work Force subtask)
PROJ_VEND.csv (Manage Vendor Work Force)
PROJ_VEND_LAB_CAT.csv (Manage Vendor Work Force » Assign PLC to Vendor Work Force subtask)
PROJ_VEND_EMPL.csv (Manage Vendor Employee Work Force)
PROJ_VEND_EMPL_PLC.csv (Manage Vendor Employee Work Force » Assign PLC to Vendor Employee Work Force subtask)
Business Intelligence
8.2.11
Improved Project Health Drill Through Report
Modifications were made to the security view in support of Project Role Security. The updates provide better performance when running any report or dashboard from the following packages.
Accounts Receivable
Billing
Project Reporting
Project Analysis
8.2.8
Updates to Real Time Project Status Report and Drill Thru Reports
For better usability, several improvements were made to the following Costpoint Business Intelligence reports:
Real Time Project Status Report
Pending Charges Detail Report
General Ledger Detail Drill Thru Report
Labor Detail Drill Thru Report
This enhancement includes the following:
Added Company prompt
Added Include Inactive Projects filter
Expanded selection boxes to accommodate wide text
Updated the report subtitle to include the selected company name and current period date
Added the Posting Seq No column to the General Ledger Detail Drill Thru Report
Project Revenue Summary with Backlog Report
For improved usability, the following changes were made to the Project Revenue Summary with Backlog report:
The Columns to display section on the prompt page was reorganized.
Prompt boxes were expanded to display the full text of the available selections
Field labels were updated to match the standard format and style of the reports
Home Dashboard Timesheet Hours (Opt-In Available)
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
The My Timesheets section of the Home Dashboard now shows hours for all timesheets displayed.
In addition, to improve the efficiency of querying timesheet data from the Home Dashboard or other areas of Costpoint, such as Business Intelligence, the underlying timesheet summarization tables within Time & Expense are now immediately updated when timesheets are saved, including any automatically calculated overtime.
Expanded Size of Selection Boxes in Reports
For better usability, the selection boxes on the prompt pages of the following reports were expanded:
Burdened Labor and ODCs
Labor Detail
PLC Exception Report
Project Ledger Detail
Project Status Report
Project Work Force
PSR Template
PSR Trending Analysis
Revenue Summary Report Template
Project Master (List)
Project Percent Complete
Project Revenue Summary
Project Master (Form)
Project Reports
BOM Component Shortage Report
Substitute parts that are available are now included in the component lines of the BOM Component Shortage Report.
Eliminate Upgrade Notification
After the upgrade to Cognos Analytics with Watson 11.2.4, notifications were displayed when you opened a report or dashboard. These notifications have been eliminated to have a more seamless experience.
Trial Balance Report
A new Trial Balance report is now available in Costpoint Business Intelligence, Team Content » General Ledger » Reports. This Trial Balance shows net account activity by period for a specified fiscal year and includes a variance as compared to the Prior Year account balances.
Barcoded MO Routing Traveler
The new Barcoded MO Routing Traveler report in Costpoint Business Intelligence is now available. Costpoint Procurement users can see it in Team Content » Manufacturing. A routing traveler includes the manufacturing order (MO) routing operation steps that are required to produce the MO build part as well as the barcodes needed for production.
Consumer Capabilities
The capabilities for users with the CER__CONSUMER or STD_BI_CONSUMER role were modified to prevent them from copying or moving objects. Instead, they can create views and shortcuts of objects in alternate locations such as My Content.
8.2.6
Project Health Dashboard
The Project Health Dashboard, formerly known as Project Progress by Role report, has been streamlined and redesigned for improved performance. In line with this enhancement, the following packages have been updated as well.
Project Reporting
Namespaces added:
The PSR (Project Summary) Summary Data – Top Level
Current Reporting Period
Modified security view:
The security view on the PSR Summary Data namespace was modified for performance optimization.
Billing: The security view was modified for the following namespaces for performance optimization:
Open Billing Summary
Invoice Summary
Accounts Receivable: The security view on the AR Summary Data namespace was modified for performance optimization.
8.2.5
Updated Data Dictionary Report
The Data Dictionary report now includes the Time & Expense (T&E) data dictionary table. In addition, the underlying Admin model now exposes data from Costpoint, Planning, and T&E for the data dictionary.
Print PO Header NAICS Code Business Size and Size Standards on Purchase Order
You can now save the NAICS Size Standards in the PO Header and include the following on the printed PO regardless of business size:
PO header business size
size standards
To support this enhancement, the following updates were made to the Procurement Data module:
SBA_SIZE_USD and SBA_SIZE_EMP fields have been added to the PO Header, PO Header Change, and PO Header History data.
A Print NAICS SBA Size Standards for All Bus. Size option has been added to the Purchase Order prompts.
The “SBA Size” label on the printed report has been renamed “SBA Size Standards”.
Under Select Buyer(s), buyers are now formatted as Buyer Name (Buyer ID) instead of Buyer ID - Buyer Name.
8.2.4
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.
8.2.3
Updated Contracts and Opportunities Model with UDEFs and Assessment Fields
The new VBI_ALL_UDEF_CT view is now available to capture data in user-defined fields (UDEFs) for contracts, leads, and opportunities. Because of this change, the Contracts and Opportunities model had to be updated to accommodate the new UDEFs.
Updates were also made to the Contracts and Opportunities model to obtain the new Opportunity Assessment and Performance Assessment field values in Costpoint.
Corpay Portal Vendor Listing
The new Corpay Portal Vendor Listing report, which aims to provide key vendor information and support to users of Corpay, is now available. Any change or update made to the vendor information will automatically reflect on the report.
Employment History in the HR Package
8.2.2
The HR package now includes employment history information such as Hire Date and Last Day Worked. You can find certifications in the Employee package.
New Fields Added to the CRM & Contracts Package
8.2.2
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
Project Progress by Role
8.2.2
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
Supplier Portal Vendor Action Data in the Accounts Payable and Procurement Packages
8.2.2
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
Updates to Home Dashboard
8.2.5
The My Timesheets section of the Home Dashboard now also displays and links to timesheets that have a status of Missing. The list includes missing timesheets for the previous 10 timesheet periods.
In addtion, to improve the efficiency of querying timesheet data from the Home Dashboard or other areas of Costpoint, such as Business Intelligence, the underlying timesheet summarization tables within Time & Expense are now immediately updated when timesheets are saved, including any automatically calculated overtime.
Resource Work Schedule Updates
8.2.5
To improve general usability for the Resource Schedules/Leave screen, the following updates were applied:
The Leave Requests hyperlink was moved from the Resource Name column to the Pending Leave Weekly Hours column. Click this link to view the Leave Request popup table, which displays all leave requests for the selected year and any other future leave requests.
The Resource column cell now links to the Resource Work Schedule Dates calendar subtask/table. Click the Resource hyperlink to display this table, which shows the resource’s entire calendar for the work schedule as selected in the query.
The Resource Work Schedule subtask was updated so it can be closed. To enable you to reopen the subtask, a new Resource Work Schedule button was added.
Note: This button disables when a query is pending.
Pending Leave Requests can now be opened as a separate subtask.
Add Scheduled Leave to Outlook
8.2.4
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.
Add Timesheet Charges Using Hey Deltek!
8.2.4
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.
Interactive Email for Subcontractors and ICWA
8.2.6
When Time & Expense is configured to send interactive email notifications for timesheet tasks, subcontractors, as well as employees who charge time using Intracompany Work Assignments (ICWA), will now also receive them.
Note: Interactive email functionality was released in version 8.2, but resources who are classified as subcontractors were not included. See the Costpoint 8.2 release notes for configuration details.
Supervisors or others designated to approve subcontractor or ICWA timesheets will also receive interactive notifications, if the Timesheet Approval section of the Timesheet Reminder (Time » Timesheet Reports/Inquiries) application is configured to send interactive emails.
Interactive email notifications for subcontractors include Work Assignment codes, and, where applicable, the notifications also include timesheet charge codes related to ICWA.
The following is an example of an interactive email notification for a subcontractor:
For the approver, the interactive email includes similar details, but also displays the Reject and Approve buttons. For example:
Interactive Email Functionality Added to Workflow Events
8.2.6
The Workflow Events application (Time » Time Controls) includes new functionality for sending interactive email notifications to supervisors after timesheets are signed by employees or subcontractors.
Accordingly, two new fields were added to the Other Notifications subtask:
Send Interactive E–Mail: Select this checkbox to send notifications as interactive emails, which enables supervisors to approve or reject timesheets directly from the body of the email.
Note: This checkbox is enabled if Action is selected as Sign Regular Timesheet or Sign Correcting Timesheet.
Expire After: From this drop-down list, select the time interval after which the interactive email will expire. The available time periods are:
24 Hours
20 Hours
16 Hours
12 Hours
8 Hours
4 Hours
Note that the options described above are available only if:
Interactive email functionality is enabled for Time & Expense in Configure System Settings (System Administration » System Administration Controls). See the Costpoint 8.2 release notes for details.
The Timesheet Approval section of the Timesheet Reminder (Time » Timesheet Reports/Inquiries) application is configured to send interactive emails. See the Costpoint 8.2.4 release notes for details.
Interactive Email Functionality Enhancement
8.2.8
The Timesheet Reminder (Time » Timesheet Reports/Inquiries) application was updated to provide the option of sending interactive email notifications when timesheets are pending signatures.
Interactive emails enable a resource to perform the signature task from within the email itself, and the signature is 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 Signature
Under Sign Timesheet on the Timesheet Reminder screen, a Send field was added that is enabled after you select Sign Timesheets Reminder directly above it.
The Send drop-down list includes two options:
Interactive Email: Select this option to send interactive email reminders to resources.
When you select this option, the Expire After drop-down list is enabled. Select 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 resources.
Note that Email is the default option, and it is not editable unless Sign Timesheets Reminder is selected.
Interactive Email Functionality
When interactive email functionality is fully enabled and configured, resources are notified by email, according to schedule settings, that timesheets are pending signature. The interactive email notification includes a button for signing 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, ).
8.2.4
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, ).
New Filter Options for Manage/Approve Timesheets
8.2.4
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.
Pass User ID When Sending E-mail (Opt-In Available)
8.2.8
Note: For Costpoint Cloud, you can choose to opt-in to this feature for the Costpoint 8.2.8 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see the Opt-In Features section of these release notes.
The email administration process within Costpoint was updated to ensure that email addresses in Manage Users are automatically synchronized with those that are added or updated for resources within Time & Expense.
This update improves the connection between Time & Expense applications and the Costpoint framework, making it easier to improve and incorporate notification features, such as text and email, within the following applications:
Timesheet Reminder
Daily Floor Check
Timesheet Status
This update is part of an ongoing effort to improve and simplify processes within Costpoint, and it does not require any configuration efforts or other changes on the part of the customer.
Timesheet Enhancements
8.2.5
The following enhancements were made to both Timesheet functionality and display to promote ease of use.
Reposition Work Schedule in Split Screen View
After you select Work Schedule from the More menu, you can drag it to the right side of the Timesheet application screen in Split Screen view. This layout can be saved.
Timesheet Correction Reverses Status When No Changes Made
As a convenience for users, the timesheet correction process was amended so that, if no changes are implemented after the user clicks Correct, a notice displays reading, "No changes were made to this Timesheet." When the user clicks OK to dismiss the warning, this has the effect of performing an Undo Correct action, and the timesheet returns to its original state.
8.2.4
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."
Accounts Payable >> Approve Checks
8.2.1
Defect 1929339: Performance tuning has been conducted for this application to improve runtime.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Create 1099 Information
8.2.7
Defect 2058364: A system error occurred when you processed a 1099 vendor record that had a posted PO voucher with check.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Accounts Payable >> Create PO Vouchers from POs/Receipts
8.2.1
Defect 1937025: When you ran the Create PO Vouchers from POs/Receipts function, Costpoint did not generate the Voucher Edit Report details for vouchers with active and inactive projects.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Import Accounts Payable Multicurrency Vouchers
8.2.12 (Next Quarterly Release)
Defect 1992104: When you imported A/P multicurrency vouchers, Costpoint did not apply the Trans to Func rate set on the Exchange Rates subtask to the imported vouchers. As a workaround, manually update the rates after the import process.
Build Deployed In:Dependent Files:
8.2.10
Defect 2097200: When you imported A/P multicurrency vouchers, Costpoint did not apply the Trans to Func rate set on the Exchange Rates subtask to the imported vouchers. As a workaround, manually update the rates after the import process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.8
Defect 2061668: When you selected the Tables input format option and imported a valid input file, you encountered the error "No matching voucher detail record" and no vouchers were imported. As a workaround, import vouchers using an ASCII or CSV file.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Accounts Payable >> Import TE Expenses/Advances
8.2.1
Defect 1884070: This screen has been updated to prevent a critical system error and only display a message when you import TE expenses/advances without configuring TE suspense settings for your company.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Import Vendors
8.2.12 (Next Quarterly Release)
Defect 2075980: When you imported a vendor that has the LGBTQ+ Owned business flag set to Y in the input file, the LGBTQ+ Owned business classification did not display for that vendor on printed reports.
Build Deployed In:Dependent Files:
Defect 2076601: When you imported a vendor with an invalid value in the LGBTQ+ Owned column of the input file, Costpoint did not display an error in the report.
Build Deployed In:Dependent Files:
8.2.7
Defect 2058197: You encountered an error when you imported a vendor record with a blank Email Address.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2030827: You were able to import a vendor record with an invalid, non-US bank ID and email address.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1841740: The application has been updated to correct the mismatched lengths of the UEI Number columns in the AOPUTLVU_INP_VEND and AOPUTLVU_INP_VENDA tables.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1846473: You were able to import a vendor that has an Address Code in lowercase letters. This caused other applications to display an invalid address error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Manage Accounts Payable Vouchers
8.2.8
Defect 1946404: You were able to save a voucher that contained a line with an Account that was not linked to a project account group. This occurred when you:
Left the Fiscal Year, Period, and Subperiod fields blank.
Entered the voucher line.
Saved the record and encountered an error message requiring the Fiscal Year, Period, and Subperiod.
Entered a Fiscal Year, Period, and Subperiod.
Saved the record again.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 1982621: This application now displays an error message if the total in the Amount column on the Vendor Labor subtask is not equal to the amount in the Total Amt field for the voucher detail line.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Accounts Payable >> Manage Purchase Order Vouchers
8.2.12 (Next Quarterly Release)
Defect 2075206: When you clicked Autoload Receipt Qty for a subcontractor agreement PO voucher and saved the record, all the Receipt Match Qty fields on the Receipts subtask were populated with the Receipt Match Qty value of the first receipt.
Build Deployed In:Dependent Files:
Defect 2107303: You encountered an error when you entered a PO voucher with two or more vendor labor lines through the Web Interface Console.
Build Deployed In:Dependent Files:
8.2.7
Defect 2052856: This screen has been enhanced to enable the Period and Subperiod fields for Supplier Portal invoices.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 2002074: The Exchange Rates subtask was not editable for vouchers of subcontractor invoices that have not yet been approved. As a workaround, delete the invoice and recreate it on the Manage Subcontractor Invoices screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1984317: You were able to update the exchange rate for a multicurrency subcontractor agreement invoice even if Costpoint does not allow modification of exchange rates for auto-created invoices. As a result, the recalculated functional amount did not reflect when you approved and posted the voucher, and Costpoint retained the original exchange rate and functional amount.
The Exchange Rates subtask is now enhanced to disable modifications if the current record is an auto-created invoice.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1993449: This application has been enhanced to address issues on lengthy processing time, duplicate voucher numbers, and system errors when saving and loading PO vouchers.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1993702: This screen has been updated to allow multiple lines that have the same Project/Account/Organization combination on the Account Distribution subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1969989: When you entered a voucher line with a positive Invoice Quantity and entered a reversal line with the same Invoice Quantity in a negative value, the rounded off negative Invoice Ext Amount was incorrect. This resulted in an incorrect Remaining Bal.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1911766: When you created and saved a second voucher for the remainder of a purchase order receipt, you encountered the the following error:"The match quantity exceeds the quantity received on this receipt."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Manage Vendors
8.2.7
Defect 2028024: When you entered a record on the User-Defined Info subtask with the Costpoint Validation Field set to Class Code and clicked the Text Value field Lookup, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 2008752: You encountered a system error when you entered more than 20 records on the Addresses subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1987243: When you entered a new vendor record using the Web Integration Console (WIC), the vendor's non-US EFT information were not entered on the EFT Info (Non-US) subtask.
As a workaround, manually enter the details on the EFT Info (Non-US) subtask, or repeat the process in WIC to update the vendor record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Accounts Payable >> Post Cash Disbursements
8.2.7
Defect 1977761: When you posted cash disbursements, the Pay Vendor and Vendor Name did not display on the Cash Disbursements Journal.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.4
Defect 1994662: You encountered a system error when you posted cash disbursements by selecting the Print/Post Cash Disbursements option in the Default Action drop-down list. This occurred when the Charge Discounts to setting was set to Discount Accounts and the Charge Organization of field value was A/P Organization on the Configure Accounts Payable Voucher Settings screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Accounts Payable >> Post Vouchers
8.2.1
Defect 1941907: Costpoint did not automatically populate the End date field after you entered values in the Fiscal Year and Start Period fields.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Accounts Payable >> Reverse Posted Vouchers
8.2.12 (Next Quarterly Release)
Defect 2089584: When you reversed a voucher, you encountered an error because Costpoint incorrectly inserted VCHR_HDR_TEXT_HS records into the VCHR_HDR_TEXT table.
Build Deployed In:Dependent Files:
8.2.6
Defect 2028023: When you reversed a posted voucher, Costpoint restored the date of the voucher in the Period End Date instead of the Subperiod End Date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Accounts Payable >> Select Vouchers For Payment
8.2.3
Defect 1945122: You no longer encounter a lengthy processing time when you execute a Select or Validate Pay When Paid process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Accounts Receivable >> Manage Cash Receipts
8.2.12 (Next Quarterly Release)
Defect 2086540: When you entered a transfer account with a blank Bank Abbrev on the Manage Transfer Accounts screen, that account did not display in the Lookup of the following fields:
Cash Account field on the Invoice Information subtask
Account field on the Transfers subtask
Build Deployed In: cp82_armcr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2100983: You were able to enter a cash receipt against an unknown invoice even if the pay currency is different from the invoice bill currency.
Build Deployed In: cp82_armcr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2071272: You were able to enter a cash receipt against an unknown invoice even if the pay currency was different from the invoice bill currency.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 1981269: When you entered a transfer account with a blank Bank Abbrev on the Manage Transfer Accounts screen, that account did not display in the Lookup of the following fields:
Cash Account field on the Invoice Information subtask
Account field on the Transfers subtask
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Accounts Receivable >> Manage Customers
8.2.12 (Next Quarterly Release)
Defect 2081529: If you use Costpoint without a Multicurrency license, you encountered the message "All changes made in Multicurrency will be discarded" when you created a new record, cloned the newly created record, and clicked Save.
Build Deployed In:Dependent Files:
Accounts Receivable >> Post Cash Receipts
8.2.1
Defect 1899915: When you entered and posted a reversing cash receipt for a previously posted multicurrency cash receipt, the unrealized gains/losses were not cleared. This occurred when the Compute Unrealized Gains/Losses Method was set to Net Change on the Configure Multicurrency Settings screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Cash Management >> Adjust Currency Balances
8.2.1
Defect 1873614: When you revalued currency balances, the revaluation amounts were calculated incorrectly. This occurred due to incorrect Functional Currency Balances when you used Detail view.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
General Ledger >> Configure General Ledger Settings
8.2.12 (Next Quarterly Release)
Defect 2097374: If you use Costpoint without a Multicurrency license, you encountered an error when you modified your general ledger settings and clicked Save.
Build Deployed In: cp82_glmsetng_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2030958: If you use Costpoint without a Multicurrency license, you encountered an error when you modified your general ledger settings and clicked Save.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
General Ledger >> Create Purchase Order Accruals
8.2.6
Defect 1938008: Costpoint incremented the value in Last System Number on the Manage System Assigned JE Number screen even if the accrual entry that you entered was not saved successfully.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
General Ledger >> Create Revaluation Entry
8.2.12 (Next Quarterly Release)
Defect 2075238: This application has been modified to restore the Update Revaluation of Balance Sheet Accounts option in the drop-down list of the Default Action button.
Build Deployed In: cp82_glpbsrev_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.2
Defect 1936054: The Balance Sheet Revaluation Journal did not create a reversal for fiscal year 2023, period 1 when processing the current expenses.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
General Ledger >> Create/Delete Intercompany Receivables
8.2.12 (Next Quarterly Release)
Defect 2134257: You were unable to access this screen because Costpoint incorrectly required an Intercompany Work Order add-on license to grant access to the screen. This issue also affected the following screens:
Purge Intercompany Receivables
Post Intercompany Receivables
Print Intercompany Receivables
Print Intercompany Receivables Edit Report
Build Deployed In: cp82_glpinter_001.zip cp82_glppter_001.zip cp82_glrinter_001.zip cp82_glppintr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
General Ledger >> Manage Financial Statements
8.2.5
Defect 2007785: You encountered an error when you clicked New on the Cash Flow Report Details table window.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
General Ledger >> Manage Journal Entries
8.2.8
Defect 2058058: When you entered a new journal entry, entered details on the Reversing subtask, left the Reversing checkbox cleared, and saved the record, Costpoint cleared the Reversing subtask without any warning or message. As a workaround, re-enter the reversal details after you save the record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
General Ledger >> Mass Link Accounts/Organizations
8.2.1
Defect 1939726: The following applications are now available in Costpoint Essentials:
Mass Link Accounts/Organizations (GLMLOA)
Print Account/Organization List (GLRORACT)
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
General Ledger >> Post Journal Entries
8.2.12 (Next Quarterly Release)
Defect 2076877: When you queried a saved parameter and deleted the Fiscal Year, the value of the Description field was also deleted and remained blank even after you re-entered a valid fiscal year.
Build Deployed In:Dependent Files:
General Ledger >> Print Financial Statements
8.2.4
Defect 1982580: When you printed an Income Statement and your operating system timezone was set to UTC or UTC +00:00, the beginning date in the report was set to the second day of the month of the Accounting Period you selected instead of the first day.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
General Ledger >> Update Tax Report Tables
8.2.8
Defect 2061988: You encountered an error when you selected Project Product in the Bill Type group box and updated the tax report tables. As a workaround, clear the Project Product checkbox and update the tax report tables for other bill types.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.3
Defect 1970190: When you updated tax report tables and printed a Sales/Value Added Tax report, the tax information for sales order invoices with 0 tax rate did not display on line 6 – Sales Order Bill Amounts of the report.
To prevent Costpoint from updating records that were already processed prior to this fix, do any of the following:
On the Update Tax Report Tables screen, enter an Invoice Date range of records you want to update.
On the View Tax Reporting Status by Tax Account or View Tax Reporting Status by Transaction screen, select Y in the Tax Return drop-down list and select the Instrastat Report Flag checkbox of records that must be excluded in future reports.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Multicurrency >> Update Open Accounts Payable Exchange Rates
8.2.3
Defect 1949352: This application has been enhanced to address issues on lengthy processing time, dropped connections, and session time-outs when updating open A/P exchange rates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Security >> Manage Users
8.2.4
Defect 1996792: The email that Costpoint sent when Generate Random Password was selected on the Manage Users screen had to be updated for clarity.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.1
Defect 1938019: After you set up subcontractor vendor employees, there was an issue setting up the Deltek Costpoint Time User login. You received the following error message: "Error(s) The following does not exist: Employee ID."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
System Administration >> Configure System Settings
8.2.11
Defect 2104506: An error occurred when you updated the Allow Collection of Usage Statistics and Enable In-App Guidance settings.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
System Administration >> Manage Content Types
8.2.9
Defect 2080623: When you deleted a linked content file, the Attachment Property field value did not change back to N.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
System Administration >> Manage Opt-In Features
8.2.10
Defect 2102812: The Automatically Enabled on date for a feature did not update correctly to match the Enable Date Time of the POD ID on the Schedules subtask.
This application is available to Costpoint Cloud customers only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2090101: An SQL error occurred when PODs had Systems associated with them.
Note: This application is available to Costpoint Cloud customers only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
System Administration >> View Action and Report Status
8.2.4
Defect 1987306: While the Report Table Update Process in Batch Mode was running, Percent Complete on the View Action and Report Status screen did not change to show the progress. It showed 0% for every step, and when the process was completed, Percent Complete changed to 100%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
System Administration >> View Help About
8.2.10
Defect 2102058: After upgrading from Costpoint version 8.1 to 8.2.8, you experienced a significant delay in loading times when you logged in to the Time & Expense mobile app.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2085524: A system error occurred when the Features subtask displayed on the screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.2
Defect 1939380: In View, Help About (SYMABOUT), the SMB License checkbox label has been changed to Core License.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Workflow >> Approval Workflow Models
8.2.12 (Next Quarterly Release)
Defect 2087151: Larger workflow models did not fit in the Approval Flow Structure field.
Build Deployed In:Dependent Files:
8.2.10
Defect 2092543: Larger workflow models did not fit in the Approval Flow Structure field.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Contract Management Controls >> Manage FAR Library
8.2.5
Defect 1991532: "Rescission" was misspelled as "Recession" in the title of FAR clause 52.203-8.
As a workaround, select the Editable checkbox for this clause on the Manage FAR Library screen so you can change the title in contract/subcontract records where the clause is used.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Contract Management Controls >> Manage Subcontract Closeout Descriptions
8.2.12 (Next Quarterly Release)
Defect 2122005: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts:
Manage Subcontract Closeout Descriptions (CTMSCOD)
Manage Subcontract Closeout Formats (CTMSCOFRM)
Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)
Build Deployed In:Dependent Files:
Contract Management Controls >> Manage Subcontract Closeout Formats
8.2.12 (Next Quarterly Release)
Defect 2122006: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts:
Manage Subcontract Closeout Descriptions (CTMSCOD)
Manage Subcontract Closeout Formats (CTMSCOFRM)
Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)
Build Deployed In:Dependent Files:
Contract Management Controls >> Migrate Activities Toolkit
8.2.2
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
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Contracts >> Manage Contracts
8.2.12 (Next Quarterly Release)
Defect 2083741: The following message has been added to the generated Smart Summary prompt:
"Disclaimer: This Smart Summary is generated by an artificial intelligence tool using your Costpoint data exclusively. It is provided subject to the Costpoint Assistant Terms. Deltek does not independently verify the accuracy of each Smart Summary. Users are encouraged to independently review and verify the accuracy of the Smart Summary. Copyright 2024 Deltek, Inc."
Build Deployed In: cp82_ctmcntr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2102443: When you entered a non-existing opportunity ID, a validation message still displayed even if you did not select the Costpoint Opportunity checkbox.
Build Deployed In: cp82_ctmcntr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2110816: There was a build warning issue but no error message displayed in the frontend and backend systems.
Build Deployed In: cp82_ctmcntr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2084130: The following message has been added to the generated Smart Summary prompt:
"Disclaimer: This Smart Summary is generated by an artificial intelligence tool using your Costpoint data exclusively. It is provided subject to the Costpoint Assistant Terms. Deltek does not independently verify the accuracy of each Smart Summary. Users are encouraged to independently review and verify the accuracy of the Smart Summary. Copyright 2024 Deltek, Inc."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2084129: The following message has been added to the generated Smart Summary prompt:
"Disclaimer: This Smart Summary is generated by an artificial intelligence tool using your Costpoint data exclusively. It is provided subject to the Costpoint Assistant Terms. Deltek does not independently verify the accuracy of each Smart Summary. Users are encouraged to independently review and verify the accuracy of the Smart Summary. Copyright 2024 Deltek, Inc."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.4
Defect 1986583: The View Document button was missing on the Documents subtask of the Performance Assessment tab.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Contracts >> Manage Subcontracts
8.2.12 (Next Quarterly Release)
Defect 2063445: The Modifications tab displayed all levels of a project instead of just the specific project levels linked to the subcontract record.
Build Deployed In: cp82_ctmsbcntr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2121958: For Costpoint Cloud users, the ability to opt-in for Feature 1046742 (Subcontract Closeout tab) has been removed from the Manage Opt-In Features screen. This enhancement is now automatically enabled for Costpoint 8.2.12 and later, and the following new applications/tab will also be accessible by default if you are licensed for CRM & Contracts:
Manage Subcontract Closeout Descriptions (CTMSCOD)
Manage Subcontract Closeout Formats (CTMSCOFRM)
Subcontract Closeout tab in Manage Subcontracts (CTMSBCNTR)
Build Deployed In:Dependent Files:
8.2.8
Defect 2062332: On the Subcontract Closeout tab, the All Purchase Orders Closed? field displayed Yes even though some purchase orders were still open.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.5
Defect 2022141: The Notes field on the Notes tab was missing in Form view.
As a workaround, access this field in Table view.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.1
Defect 1934967: On the Subcontract Information tab of the Manage Purchase Orders screen, when the Subcontract ID field was disabled and you linked the purchase order (PO) to a subcontract record through the Ref. Subcontract ID field, the work assignments linked to the PO did not get linked to the subcontract record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Opportunities >> Import GovWin IQ Data
8.2.5
Defect 1990001: This application now updates the Manage NAICS Codes screen and the OPP_NAICS_CODES table when importing opportunity records with NAICS information from GovWin IQ into Costpoint.
Note, however, that since GovWin IQ does not store effective dates, for NAICS records added through Import GovWin IQ Data, Costpoint sets the Effective Date field in Manage NAICS Codes to the import date and populates the NAICS Notes field with the following statement: “NAICS imported from GovWin IQ on <Date Imported>.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2016242: The application was not working as expected when you ran it with Option set to Range in the Opportunities to Update group box.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.1
Defect 1924556: The application should have verified settings were valid before it started importing data.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Opportunities >> Manage Opportunities
8.2.5
Defect 1973092: You received a 403 error or a critical system error when you tried to access the Projects Linked subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2012379: When you click the Refresh from IQ button on the GovWin IQ subtask, the process now also populates the NAICS (primary) field on the Status tab with the opportunity's NAICS code from GovWin IQ. This field will be updated only if it is empty or blank.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1971181: You encountered a system error instead of a validation message when you entered an invalid GovWin IQ ID and then clicked the Refresh from IQ button on the GovWin IQ subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1925480: The Opportunity Employee Team subtask on the Team tab was not displaying all records.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Resources >> Approve Prospective Vendors
8.2.12 (Next Quarterly Release)
Defect 2085945: When a prospective vendor was approved, no Vendor Name and Vendor Long Name were displayed.
Build Deployed In: cp82_ctmvenda_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Resources >> Manage Contract Management Vendor Info
8.2.2
Defect 1963914: When you clicked the Refresh from IQ button on this screen, a system error occurred.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Documentation
8.2.1
Defect 1890979: The descriptions for the following fields on the Manage Pay Periods screen were updated in the Online Help:
Check Date
Payroll Year
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Change in Behavior
8.2.11
Defect 2104403: After you added a new content data field for PO_ID, the Costpoint Screen Object field's Lookup did not list PO_ID as an object to select. As a result, you could not add the content management integration Attach button at the line level to to the Manage Quality Control Inspections and Manage Purchase Order Receipts screens.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
External Tools >> DBWIZARD
8.2.7
Defect 2054932: The DBWizard Link views now support MTS and SHARED DBLink connections to remote databases, based on the setting dblinksUseMTS=true/false in enterprise.properties.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
External Tools >> INTGR
8.2.8
Defect 2062879: An error occurred when you switched the Metadata Filter setting from Regular to System in the Integration Console.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Framework
8.2.12 (Next Quarterly Release)
Defect 2072450: When an adjustment was created using the Create and Print Physical Count Adjustment action on the Create Physical Count Adjustments screen, the adjustment ID did not display when a warning message was displayed.
Build Deployed In:Dependent Files:
Defect 2076402: Expense report attachments did not open in the Costpoint PWA on iOS17.
Build Deployed In:Dependent Files:
8.2.11
Defect 2106124: The approval workflow did not consider modified Role Filtering values after the start of the workflow case.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2108040: A query assigned to a UI profile to launch during application startup did not run automatically when UI profile users opened the application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2108660: When you clicked Lookup in the Linked Content Files window for a record, confirmed attached files displayed as N in the Already Attached? column, indicating the file was not attached.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2115960: When you closed the Manage Employee Information application with an employee record open, you received the following error: "Unexpected script error, your session will be closed."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2121431: A schedule job that ran an extension to upload CSV files to your SharePoint site could not upload the files to the CMS location due to authentication issues with SAML 2.0.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2128322: After you upgraded from version 8.1 to 8.2, clicking the Query button on the application toolbar did not open its window.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.10
Defect 2092412: You received a critical system error when you uploaded a document to SharePoint and the file name contained an apostrophe.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Defect 2092467: The Costpoint CTRL+A hotkey to switch between open applications overrode the operating system's CTRL+A (Select All) hotkey. Because of this issue, the Costpoint CTRL+A hotkey has been removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Defect 2092545: When a workflow was linked to a screen added by an extension, the performance of the Approval Workflow Models screen was extremely slow when you queried records and made updates. The screen that was added by the extension also performed slowly when processing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2071623: In the Manage Content Types application, an Empty String error occurred when you tried to search in the Attachment Property field.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2083731: A web service logging size error was corrected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2083796: The application screen displayed only two rows of records after you queried all existing records. As a workaround, you could lower the screen display scale to 125% or 100% or turn off Auto Positioning mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2070186: A system error occurred on the Manage Multi-Job Allocation Information screen when you saved data on the Percentage Base subtask and the project ID length was over 21 characters.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 1968601: The following system error was generated when you exported to an Excel file: "Cannot add merged region G15:G16 to sheet because it overlaps with an existing merged region (F16:M16)."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2030319: You could not activate Org Security for a module due to the "SQLServer JDBC Driver][SQLServer]Invalid column name 'ORG_SEC_FL" system error you encountered when you clicked Save.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2035429: The following critical system error occurred when you clicked Save & Continue (F6) on the Enter Manufacturing Order Reliefs screen:
The MasterServlet failed with the following exception:
com.deltek.enterprise.system.serverapi.remoteapi.MasterBeanException: MasterBean: across line validation failed invoking application specific class: com.deltek.enterprise.application.pc.pcmrelmo.PcmrelmoHdrValidateRS.validateRS-----java.lang.NullPointerException
MasterBean: across line validation failed invoking application specific class:Also, the Manufacturing Order and Material Handler fields on this screen were overwritten when you tried to select a value from the suggestive text.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2042851: The Expense Report screen froze and sometimes a system error occurred when you clicked the Lookup for Alternate File Location in Wizard Mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2056482: Notes line breaks in the JSON code (\n) in Manage Vendors did not convert to line breaks when data was pushed into Costpoint via web services. This issue affected ORA and MSS users via web services with JSON.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2061576: An unexpected scripting error occurred on the Development Tools Console tab when you used extensibility.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2016701: On the Costpoint versions 8.0, 8.1, and 8.2 Login screens, the Costpoint copyright date was listed as 2018. The copyright date has been updated to the current year.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2038402: The color of the Approval button did not change when you started the approval workflow.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2038578: In Admin » Systems Administration, the Extensibility (Custom) Interfaces application group has been added to support the use of custom extensibility applications.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2039207: A long-running query caused database blocking for Cloud clients.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1994485: A system error occurred and incorrect data displayed when you overwrote pasted data from Excel and used the same copy/paste method to paste additional rows from Excel.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 1999631: Costpoint allowed workflow delegation to a deactivated user ID while the Employee ID was active.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2009380: Costpoint allowed workflow escalation to inactive employees and deactivated users.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2010903: The following error occurred when you browsed for files to attach from SharePoint using Content Management Integration: "java.lang.NumberFormatException: empty String".
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2016131: After attaching multiple documents in Costpoint, the data within SharePoint did not update.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2019181: The Query button was visible in Offline Mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2022659: Setting the Suppression Type to Labor had no effect on the extensibility field. The extensibility field did not behave as standard UI Labor suppressed fields.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2026211: A null pointer exception occurred when you were creating a new content type.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2026626: There were issues with extensions after the MR 8.2.4 upgrade. Modules with extensions gave a NullPointerException error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1979152: You might have lost Find & Replace functionality when you upgraded from Costpoint version 8.0 to version 8.1.21.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1990061: After upgrading to Costpoint 8.2, you could no longer select all records from a GLC lookup and export them to Excel.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1990990: When a scheduled job was actively running, new job requests failed and were placed on Failed - On Hold status.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1994989: Costpoint allowed you to delegate workflows to inactive users.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1996736: File Upload on the Process menu was enabled but not clickable when an application was opened from the navigation banner.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1967112: The View Approval Cases subtask in Approval Workflow Models displayed a Completion Time for an in-process workflow that was rejected back to its previous activity.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1968205: When you pressed TAB on your keyboard to move to the next row in the table, Costpoint marked that row with an "X" for deletion.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1975309: When you copied data that included line breaks (ALT+ENTER) from Excel, such as a Notes field, Costpoint created multiple empty lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1976615: The Open File (red exclamation) button did not display correctly in Form view on the Edge browser.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1979031: The following error was found in the delteke.log file for scheduled jobs:
"Maximum length(30) is exceeded for the field: J___JOB_DESC. Assigned value: Temporary Job: TEMP:CPSU:b31530da2f2f49018346afe4667ea32c"
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1982654: You received an invalid warning message at login that stated you had exceeded the license count when that was not true.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1984466: SAML users could not log in to Costpoint after the 8.1.22 MR upgrade.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1919673: When rejecting a workflow and sending it back to a specific activity, Costpoint ignored the role filter assigned to a user.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1953374: The Workflow Approval process failed when a workflow was on the line level and the record to be approved had multiple lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1963388: You could not scroll to see more sections or applications in the General Menu.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1974021: A "java.lang.NullPointerException." error occurred for some web services in the Web Integration Console after upgrading to Costpoint 8.1.21.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1820367: When the timesheet had enough rows to activate the vertical scrollbar, the last added timesheet showed a space below it. When you clicked that space, a web page error occurred.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1906942: When the Execute Top Query on Startup checkbox was selected in the Application Layout for a UI profile, it was automatically selected in your user profile. You could clear the Execute Top Query on Startup checkbox, but when you saved your own application layout with the checkbox cleared, the user profile became the priority instead of the UI profile, causing the UI profile’s saved query to not execute.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1921185: In Manage Purchase Requisitions, when you copied data from Excel into the Requisition Line data form and copied whole lines or more of data, the form did not paste the data with more than 60 characters well. It did not truncate the data back to 60 characters. If you copied and pasted to each cell, it worked fine.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1925511: Costpoint needed to provide the ability to delete "Failed on Hold" scheduled jobs in the Manage Job Queues application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1934535: Costpoint needed to log detailed traces of API errors for content management integration.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1935327: Your login PIN did not work when you logged into Costpoint PWA using the Chrome or Safari mobile browser.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1936870: Costpoint did not correctly handle backslashes in the Document Location field on the Notes/Doc Loc tab in the Manage Accounts Payable Vouchers (APMVCHR) application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Menu
8.2.10
Defect 2099582: The Business Intelligence – Preview application did not display on the second level of the Costpoint menu. This defect affects you if you are a Costpoint BI 8.2 cloud customer with a preview environment.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Runtime
8.2.6
Defect 2034379: The Revision Explanation in Timesheets displayed and quickly disappeared, making it necessary for you to save a second time. The dialog box then remained visible.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1981266: After you updated a timesheet class to require revision explanations, a timesheet that was re-opened and modified immediately following the update briefly displayed, and then the Revision Explanation dialog box closed before you could enter an explanation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 1996739: You could not continue the workflow approval process via email when you used a specific workflow model.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2028779: When a workflow that was linked to a screen added by an extension was present, the Approval Workflow Models screen queried records and updated information very slowly. Also, the screen that was added by the extension performed slowly while processing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1965839: When you used a Mac OS and Safari browser, COMMAND+click did not invoke the reverse line function.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1924432: Costpoint needed the ability to set a timeout for Time & Expense users that could be different from the regular 60-minute timeout for Costpoint users.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Runtime >> Client
8.2.11
Defect 2119387: On the Manage Opportunity Win/Bid Probabilities screen, the Probability Percent value changed when you tabbed out of the field.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.7
Defect 1976822: When a UI profile My Menu existed and a User My Menu did not and you starred an application in the General menu, Costpoint should have displayed a message similar to the following:
You have been set up with a UI Profile by your Admin. If you choose Continue, you will override this setting by customizing My Menu. If you want to keep your UI Profile setup, choose Cancel. You will be able to Reset to the UI Profile My Menu in Manage My Menu.'
Cancel will close the message dialog and not add the application to My Menu. The star will remain hollow.
Continue will add the change the star to yellow, Application to My Menu and override the UI Profile My Menu
The user can still reset to the UI Profile in Manage My Menu
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 1955743: When you updated users who could approve a task and saved your changes, a dialog box that showed the Create task information remained onscreen instead of closing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2012599: In the Costpoint Progressive Web App (PWA), a calendar (ICS) file was not generated when you requested leave in Work Schedule (TMMEMPLWORKSCH).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2012602: In the Costpoint Progressive Web App (PWA), a calendar (ICS) file was not generated when you requested leave in Work Schedule (TMMEMPLWORKSCH).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Runtime >> Server
8.2.9
Defect 2065510: In some circumstances, MasterServlet errors displayed in your production logs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.6
Defect 2032791: When you used content management integration, an exception error occurred when you uploaded an existing file with the Overwrite option.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1975229: The initially designated approver could populate a delegated approver, and the delegation occurred behind the scenes when the approver clicked Delegate, but the Approval window did not close. Because of this, the original approvers would click Delegate repeatedly, generating many delegations and notifications to the delegated approver.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1988506: An occasional java.lang.NullPointerException occurred when loading on a WebLogic server was high.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1963652: Costpoint now provides better error handling when it cannot insert into SEAT_ASSIGNMENT during the creation of a new user session.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
MR Installer
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Bills of Material >> Compute Costed Bills of Material
8.2.8
Defect 2061821: When you used the Routing Options section of the application, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Bills of Material >> Copy Bills of Material
8.2.12 (Next Quarterly Release)
Defect 2070780: When you copied multi-level MBOM to EBOM, Costpoint copied the Yield percentage (%) values incorrectly.
Build Deployed In:Dependent Files:
Bills of Material >> Manage Engineering Bills of Material
8.2.8
Defect 2053367: When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Bills of Material >> Manage Manufacturing Bills of Material
8.2.12 (Next Quarterly Release)
Defect 2071074: In the Web Integration Console (WIC), you were able to add a part as a component of itself, however in the UI, when you added the same data, this error occurred and created an infinite loop when you tried to build MBOM levels: "A part cannot be a component to itself."
Build Deployed In:Dependent Files:
Defect 2071076: When you changed a component part on a bill of materials (BOM) to pre-release, Costpoint required the BOM to be changed to pre-release even though the part had an effective end date.
Build Deployed In:Dependent Files:
Defect 2115968: When you added a new line in the UI or via the Web Integration Console (WIC), and you set the non-default scrap percentage then saved the record, the scrap percentage (%) was back to the default value. However, when the scrap % is changed on an existing line, then it saves successfully.
Build Deployed In:Dependent Files:
8.2.11
Defect 2115967: When you added a new line in the UI or via the Web Integration Console (WIC), set a non-default scrap percentage, and then saved the record, the scrap percentage changed back to the default value. However, when you changed the scrap percentage on an existing line, it saved successfully.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.8
Defect 2053373: When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Bills of Material >> Print Indented Bills of Material Report
8.2.6
Defect 2029829: When you ran Print Indented Bills of Material Report with the Include Scrap/Yield Quantities and Multiply Out Subassembly Quantities checkboxes selected, the quantity per assembly was calculated incorrectly compared to the MRP calculation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1960742: When you ran the Print Indented Bills of Material Report with the Include Scarp/Yield Quantities and Multiply Out Subassembly Quantities checkboxes selected, the quantity per assembly was calculated incorrectly compared to the MRP calculation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Bills of Material >> Print Summarized Bills of Material Comparison Report
8.2.6
Defect 2026706: When you ran Print Indented Bills of Material Report, the summarized BOM reflected a different quantity than on the View Bills of Material screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1971087: When you manually entered a standard part, used Lookup, and tabbed out, the value of the Revision field reverted to the previous value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1915030: When you tried to run Print Summarized Bills of Material Comparison Report and you tabbed out of the Part field, you encountered the following error: "Only Parts can be used in Bill of Material."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Bills of Material >> Print Summarized Bills of Material Report
8.2.6
Defect 2026708: When you ran Print Indented Bills of Material Report, the summarized BOM reflected a different quantity than on the View Bills of Material screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Bills of Material >> Release Documents
8.2.3
Defect 1969995: When you added duplicate documents with the same document ID on the Parts subtask, saved them, and selected the rows to print on the MO Routing Traveler, the report printed the duplicate documents.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Bills of Material >> Release Multiple Manufacturing Bills of Material
8.2.8
Defect 2053628: When you used global find and replace in the release of multiple MBOMs, you encountered the following error for every line: "The following field is required. Release All Components." However, when you selected them individually, you did not get an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Bills of Material >> View Bills of Material
8.2.12 (Next Quarterly Release)
Defect 2067913: When you viewed details of an Engineering Bills of Material (EBOM) subassemblies that had zero (0) Yield percentage, you encountered a system error.
Build Deployed In:Dependent Files:
Defect 2102814: You encountered a system error when you viewed the Engineering BOM Assembyl details with the BOM Levels option set to either All Levels or Specify Levels.
Build Deployed In:Dependent Files:
8.2.6
Defect 2026704: When you ran Print Indented Bills of Material Report, the parts with compiled yields were calculated incorrectly.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2036976: The Bills of Material (BOM) inquiry did not properly display the indented levels below 10. To address this issue, an indented level padding logic has been added to the application to support maximum level BOMs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1824655: Performance tuning was applied to the application to improve performance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Bills of Material >> View Where-Used Bills of Material
8.2.6
Defect 2036980: The Where Used inquiry did not properly display the indented levels below 10.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Engineering Change Notices >> Apply Engineering Change Notices
8.2.7
Defect 2057067: When you created a new revision impacted part for a pre-released part with an EBOM (unreleased BOM), and you loaded the EBOM components and then set the new part rev BOM status to Released, you encountered this error: "This EBOM part cannot be released. One of more components are not released." You encountered this even when everything under the level and within the new EBOM were released.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2022639: When you implemented an Engineering Change Notice (ECN), the application did not update the MBOM release user or release date in the Part table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1989513: When you released a manufacturing bill of materials (MBOM) using the Engineering Change Notice (ECN) process, Costpoint did not update the MBOM_ASY_RELUSER and MBOM_ASY_REL_DTT columns in the Part table when you used a change code.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1989516: When you viewed the users for the approval title assigned to a certain company approval process, users from another company were also displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2002076: When you tried to apply Engineering Change Notices, you encountered a merge error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Engineering Change Notices >> Approve Engineering Change Notices
8.2.12 (Next Quarterly Release)
Defect 2068525: When an approval process included an approval title with the same assigned User ID that existed in both Company 1 and Company 2, Costpoint displayed duplicate ECN records.
Build Deployed In:Dependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Engineering Change Notices >> Manage Engineering Change Approval Processes
8.2.4
Defect 1978454: When you changed a user under an Engineering Change Notice (ECN) approver title that was also used in another company, Costpoint also changed the users in the other company.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Engineering Change Notices >> Manage Engineering Change Approval Titles
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Engineering Change Notices >> Manage Engineering Change Notices
8.2.12 (Next Quarterly Release)
Defect 2078759: When you processed an Engineering Change Notice (ECN) changes, the process added a record MBOM components where the part ID/revision was non-existent in the Part table and ECN parts impacted, which caused an error in Costpoint.
Build Deployed In:Dependent Files:
Defect 2078760: When you copied an EBOM to MBOM and a phantom part was included, the phantom top level and the components were copied on the same line in the generated Engineering Change Notice (ECN).
Build Deployed In:Dependent Files:
8.2.8
Defect 2053347: When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2023342: The application has been updated so that when a table has a foreign key with null values in any of the columns, the application should not resolve to a related record in the referenced table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2026699: When you clicked the link on the rejected email notification, the link took you to the ECN screen with all ECNs selected and not to the referenced ECN in the email.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2027054: You were unable to update EBOM components and encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1960740: When you created a provisional part, you were able to save Part and Description with ASCII characters, which were not allowed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1970747: When you prepared an XML document to create a new engineering change notice (ECN) and tested it, you encountered the following error: "No approval process has been linked to the Engineering Type. This link must be created before an ECN can use this Engineering Type."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1974265: You encountered a system error when you deleted an engineering change notice (ECN) with an Add Action Code in ECN Parts Impacted.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1932920: When you entered an engineering change notice (ECN) and you entered a part for revision, the make/buy part of the new part was set to the make/buy part of the previous one. When you changed the part number, the make/buy part did not change to the new part when it was different from the original entry.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Engineering Change Notices >> Print Engineering Change Notice Impact Report
8.2.1
Defect 1921837: When you executed the Print Engineering Change Notice Impact Report and you had either the MBOM Assemblies or EBOM Assemblies option selected, the table space was filled up.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Engineering Change Notices >> Update Approved Engineering Change Notices
8.2.7
Defect 2040603: Costpoint displayed one row of rejection per company when the rejection codes were the same on all companies.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Engineering Change Notices >> View Engineering Change Notice Status
8.2.4
Defect 1987307: When you viewed the users for the approval title assigned to a certain company approval process, users from another company were also displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Inventory >> Create Mass Inventory Transfers
8.2.12 (Next Quarterly Release)
Defect 2075205: When you ran Print/Create Mass Inventory, the Transfer ID did not display on the screen nor on the preview report.
Build Deployed In: cp82_inpmsxfr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2060206: The mass transfer process did not populate the SERIAL_ID_TO, LOT_ID_TO, SERIAL_KEY_TO fields, which made the serial numbers unavailable for reversing the transaction.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.3
Defect 1964175: When you ran mass inventory transfer to transfer a serial/lot tracked part to another inventory abbreviation, Costpoint transferred the part even though the part did not have corresponding serial/lot information.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Inventory >> Create Physical Count Adjustments
8.2.7
Defect 2040929: When you created an adjustment with Create and Print Physical Count Adjustment, the adjustment number was not displayed on the screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2027968: When the physical count adjustments had positive and negative lot adjustments, the application created only one net adjustment inventory tran line, which caused serial/lot reconciling issues on the Reconcile Inventory Balances screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1993448: When you moved quantity from one location to another using physical count adjustment, Costpoint used the absolute value to get the total adjustment amount instead of a zero value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Inventory >> Create Physical Counts
8.2.6
Defect 2029538: When you created a new cycle count, previewed the data, but did not execute, you were unable to update the other cycle counts on the Manage Actual Counts screen, and you encountered the following error: "This part/Warehouse/location/inv abbreviation is currently locked by another physical count. It cannot be added/deleted at this time."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1907883: When you generated a new count using the Action menu Create and Print Physical Count, the application did not populate the Count ID on the parameter screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Enter Inventory Transfers
8.2.12 (Next Quarterly Release)
Defect 2099263: When you saved a transfer, the transfer did not transfer to the same project as the inventory abbreviation where it was transferred.
Build Deployed In: cp82_inmpaxfr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.3
Defect 1974193: When you performed multiple reversals to a transaction, you should have received the following error message: "Reversing Quantity may not be greater than the original quantity."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1937031: When you enabled organization security and created an inventory transfer, Costpoint saved the organization ID as Null in the INVT_TRN table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Enter Issues to Project/Account/Org or PO
8.2.12 (Next Quarterly Release)
Defect 2104565: When you issued a GFM part to a purchase order (PO) line and the part came in, the GFM cost did not carry through as a value instead of an amount when issued out of Costpoint.
Build Deployed In:Dependent Files:
8.2.6
Defect 2023210: When you created an Issue to Project/Account/Organization via Web Services, you received a NullPointerException error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2030643: When you copied and pasted records from Excel into an issue, the records were pasted except for the description. When you then tried to save the issue, you encountered a critical NullPointerException error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2036861: When you autoloaded the serial/lot, disposal transactions did not load all UID information and overwrote UID information in the Serial_lot table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2006428: When you created issue to project transactions, costs were posted to the general ledger (GL) when the From and To inventory abbreviations were used. Labor and subcontract costs were posted to the Materials account, forcing journal entries to correct the issue.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1961087: When you entered an issue from a different location for a serial/lot tracked part, Costpoint did not find the serial/lot number and you encountered the following error: "This serial number cannot be found in the From Location."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1917879: You were able to create a purchase order (PO) receipt and quality control inspection record and issue the parts using a manufacturer ID with leading or trailing spaces, but you were unable to reverse the transaction. To correct this issue, the application has been modified to suppress the validation for issue reversals.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Import Inventory Transactions
8.2.12 (Next Quarterly Release)
Defect 2065161: In Costpoint, duplicate parts are not allowed in Manage Physical Counts, which triggers a hard error as expected. However, when you imported a file with duplicate parts in Import Inventory Transactions, the file was imported successfully, which caused inconsistencies in Manage Physical Counts and Manage Actual Counts screens.
Build Deployed In: cp82_aopintrn_001.zip cp82_dbc_820_11330_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.1
Defect 1911867: When you added count data from the import inventory transactions interface and added new items with serial IDs that were the same but for different parts (allowed), the invt_whse_loc table showed the same Serial_lot_key incorrectly.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Manage Actual Counts
8.2.2
Defect 1944745: The Web Integration Console (WIC) did not work for counts that you set the same quantity as the pre-count quantity.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1915034: In Web Integration Console (WIC), when you entered a count but did not do a reconcile and clicked Save, Reconciled was set to Yes and Reconciled By and Reconciled Date/Time were autopopulated with counter data.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1934461: When you tried to add the same part/rev/serial number in a single count, you encountered an error stating that the serial number was assigned to another row.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Manage Cycle Count Schedules
8.2.3
Defect 1966852: When the ABC Classification by Warehouse checkbox was not selected in Configure Inventory Settings and the Part_Whse table was blank, Cosptoint displayed the following error message: "There are no parts that meet this criteria."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1915029: When you created a new cycle count schedule that would generate a hundred schedule lines, the application saved the cycle count schedule without the schedule lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1917877: When you created a cycle count schedule for a date range of a year, the cycle count schedules process created too many schedule sequences for some parts even though there were less parts than time.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inventory >> Manage Inventory Reservations
8.2.12 (Next Quarterly Release)
Defect 2094187: In Offline mode, some fields and subtasks were not available on the screen.
Build Deployed In: cp82_cmnlib_inmrqstlib_001.zip cp82_cmnlib_inmlib_001.zip cp82_cmnlib_mmqalloclib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Inventory >> Manage Locations
8.2.7
Defect 2039075: When you tried to inactivate a warehouse location with no inventory/dependent data, the following message was displayed: "Since Warehouse Location is used in many other master tables, it is highly recommended that you remove it from there before you inactive it. Otherwise, errors could occur in applications that call for the records with the Warehouse location."
To avoid confusion, the messages related to warehouse locations/warehouses were revised to make them clearer.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Inventory >> Manage PO/Req Inventory Reservations
8.2.12 (Next Quarterly Release)
Defect 2094189: When you were on offline mode, some fields and subtasks were unavailable on the UI.
Build Deployed In: cp82_inmporsv_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.6
Defect 2030642: When you set Auto Positioning to No on the Configure User Preferences screen, the Autoload PO/Req Info button was not visible on the Manage PO/Req Inventory Reservations screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Inventory >> Manage Serial/Lot Information
8.2.12 (Next Quarterly Release)
Defect 2095132: In the Web Integration Console (WIC), you were unable to update the serial/lot via json import, but there was no error displayed.
Build Deployed In: cp82_inmsrlt_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.6
Defect 2032508: When you updated a serial-tracked record by adding Notes or UID Info, the application saved the lot number as a space instead of Null. Subsequent add transactions for the serial number populated the invt_trn_ln_sr_lt or invt_whs_loc_sr_lt table with a blank lot number similar to MO rework. Also, when you added lot or serial numbers, the other tracking method was not populated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Inventory >> Manage Warehouses
8.2.7
Defect 2040947: When you tried to inactivate a warehouse location with no inventory/dependent data, the following message was displayed: "Since Warehouse Location is used in many other master tables, it is highly recommended that you remove it from there before you inactive it. Otherwise, errors could occur in applications that call for the records with the Warehouse location."
To avoid confusion, messages related to warehouse locations/warehouses were revised to make them clearer.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Inventory >> Post Inventory Journal
8.2.12 (Next Quarterly Release)
Defect 2087179: When you ran an inventory journal, Costpoint printed the Subperiod texts in the report.
Build Deployed In: cp82_inpedjnl_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.6
Defect 2022071: The application has been updated to make the error message more descriptive when you are unable to post inventory transactions.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Inventory >> Reconcile Inventory Balances
8.2.6
Defect 2022630: The application has been updated to display records with negative calculated trans serial/lot quantity in the Serial/Lot report 2.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Master Production Scheduling >> Manage Master Production Schedules
8.2.12 (Next Quarterly Release)
Defect 2078761: When you used the application parameters, the project parameter did not filter the projects in the Planned Orders subtask.
Build Deployed In: cp82_msmmps_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Master Production Scheduling >> Print Production Backlog Report
8.2.7
Defect 2030382: The month printed on the header of the Production Backlog Report was incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Master Production Scheduling >> Update Master Production Schedules
8.2.1
Defect 1939969: Costpoint generated a planned order even though there was enough available quantity for the substitute part.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Material Requirements Planning >> Firm Material Requirements Planning Planned Orders
8.2.12 (Next Quarterly Release)
Defect 2103033: When you processed Firm Material Requirements Planning Planned Orders(MRPFPO) interactively to generate requisitions, you encountered an error. The issue occurred when two or more users processed MRPFPO using the same requisition at the same time.
Build Deployed In: cp82_cmnlib_mmpfpolib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2106600: When you created a requisition from the application, the application rounded off the item cost.
Build Deployed In: cp82_cmnlib_mmpfpolib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2036973: When you processed data to create requisitions and ran MRP, Costpoint did not generate the planned order.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2031632: The Materials Requirement Planning (MRP)-created manufacturing order (MO) displayed an incorrect Yield calculation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1997723: The application did not include a Transfer MRP message in the process when the transfer message was for a low-level requirement.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1970744: When you ran Update Material Requirements Plan, parts with unit of measure conversions and sales order substitute actions had the wrong quantities on the sales order and generated inaccurate need amounts.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1972491: When you applied a substitute for a sales order (SO) item, Costpoint generated a false demand.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1951487: When you ran Firm Planned Orders, Costpoint added the firmed transfer reservations in the process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Material Requirements Planning >> Manage Detailed Part Schedule
8.2.8
Defect 2057065: When you viewed the Detailed Part Schedule with Option set to All Projects, there were requirements that did not show. When you changed Option to Single Project, the missing requirements were displayed. This was an MSS-specific issue.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2032983: The projected ending balance was incorrect when you filtered by warehouse.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1984442: When you entered a DPAS rating value on the Manage Project User Flow screen, the DPAS field on the Planned Order Supply subtask of the Manage Detailed Part Schedule screen did not reflect the rating you entered.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.1
Defect 1911872: The detailed part schedule (DPS) did not add in the supply for the transfers, which caused the DPS to show an incorrect balance and allowed Costpoint to plan with negative inventory.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1941072: When you selected Project Planning Group as the Option and also selected the Include Common Inventory checkbox, the transfer reservation supply added the Projected Available quantity even though it was already added in the On Hand Qty field in the header.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Material Requirements Planning >> Manage MRP Action Messages
8.2.12 (Next Quarterly Release)
Defect 2071077: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.
Build Deployed In:Dependent Files:
8.2.11
Defect 2110087: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.7
Defect 2036983: When multi-revision was not enabled, the revision did not display on the Requirements subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.3
Defect 1970745: When you created a reservation, ran Update Material Requirements Plan, and opened the Full Reqmts subtask to view the revision in Manage MRP Action Messages, the Part revision was not displayed. This happened with Make parts but not for Buy parts.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1970746: When you ran Update Material Requirements Plan, the application returned the key instead of the order reference line number.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Material Requirements Planning >> Update Low-Level Codes
8.2.1
Defect 1753596: When the part revision you used had the character 'Ÿ', you encountered the following parse error: "Can't parse sql statement: Insert Into D_34MRPLLC_WU".
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Material Requirements Planning >> Update Material Requirements Plan
8.2.7
Defect 2053631: When you created reservations for parts, MRP overplanned items with multiple projects and multiple order policies.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2032532: When you ran MRP, the application failed to complete the process due to poor Oracle execution plans in Phase 1 of 5: Preprocess - Reloading MRP tables.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1978451: When you ran MRP, Engineering Change Notices (ECNs) that were implemented, voided, or closed displayed as pending ECNs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1974865: When you ran MRP to plan and execute a substitute part on a manufacturing order (MO), the need date was set incorrectly to the need date of the MO and not the need date of the part it was replacing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1911870: When you ran MRP, the process incorrectly planned across warehouses when you used substitute part planning.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1915028: When you ran an MRP full regenerate, MODIFIED_BY and TIME_STAMP in the Part table displayed a user ID from a different company.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1939965: When you ran MRP, Costpoint generated a planned order even though there was enough available quantity for the substitute part. This happened for both Extendable and Non-extendable shelf-life types.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Materials Estimating >> Manage Proposal Bills of Material
8.2.8
Defect 2053374: When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Procurement Planning >> Apply PO Info to Purchase Requisition by Line
8.2.2
Defect 1960738: When you tried to choose a buyer, sort, or save, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Procurement Planning >> Apply PO Info to Purchase Requisitions
8.2.12 (Next Quarterly Release)
Defect 2067956: When no releases were made for the blanket puchase order (PO), this revised warning message displays: "The amount of this new PO Line will increase the blanket amount limit for this PO".
Build Deployed In:Dependent Files:
8.2.6
Defect 2016823: When you entered a subcontract ID on the header, Costpoint overrode the performance start/end dates on the requisition line, which caused the requisition to be resubmitted for approval. Dates should not be overridden on the line.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2022641: The application has been updated so that when a table has a foreign key with null values in any of the columns, the application should not resolve to a related record in the referenced table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1964050: When you combined requistions into an RFQ/Quote, the wrong data was displayed on the Combined Req Line Details subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1951489: When you changed the dollar amount on the line, the application did not require a re-approval.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Procurement Planning >> Approve Purchase Requisition Lines
8.2.8
Defect 2049520: Costpoint did not display a validation message for the period of performance even though the requisition did not have start and end dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Procurement Planning >> Approve Purchase Requisitions
8.2.12 (Next Quarterly Release)
Defect 2095130: When you approved a requisition with more than 20 lines, you encountered a system error.
Build Deployed In:Dependent Files:
8.2.10
Defect 2091469: When you tried to approve a requisition with more than 20 lines, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.8
Defect 2049519: Cospoint did not display a validation message for the period of performance even though the requisition did not have start and end dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Procurement Planning >> Compute Vendor Performance
8.2.3
Defect 1974277: You encountered a Nullpointerexception error when you ran the Preprocess Vendor Performance Report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Procurement Planning >> Create Purchase Orders
8.2.12 (Next Quarterly Release)
Defect 2068202: When you tried to generate a purchase order (PO), you encountered this error: 'java.sql.SQLIntegrityConstraintViolationException: ORA-00001: unique constraint (CPDATA.PK_PO_TEXT_IDX) violated'
Build Deployed In:Dependent Files:
Defect 2075207: The DPAS and contract ID did not print on the purchase order (PO) that you generated from the purchase requisition.
Build Deployed In:Dependent Files:
Defect 2103019: When you generate multiple requisitions to one purchase order (PO), the PO header total was overstated because the application added a total line amount for lines greater than PO line 1.
Build Deployed In:Dependent Files:
8.2.11
Defect 2117650: The DPAS and contract ID did not print on the purchase order (PO) that you generated from the purchase requisition.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.5
Defect 2002072: When you tried to add funds to a blanket purchase order (PO), the additional fund was not added to the balance, and the blanket total amount did not reflect the amount from the additional requisition PO line.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2002073: When you verified the sales tax/VAT amount and sales tax VAT rate on the purchase order (PO), the amount and rate were not taken from the requisition for the PO.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1978449: When you added rows to the database when creating a new purchase order (PO), Costpoint added phantom rows in the AUDIT_PO_LN table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Procurement Planning >> Import Purchase Requisitions
8.2.12 (Next Quarterly Release)
Defect 2065163: When you processed an input file, the requisitioner's home organization did not display on the Accounting Defaults tab of the Manage Purchase Requisitions screen when you queried the record.
Build Deployed In:Dependent Files:
Defect 2068205: When you submitted a below-approval amount purchase requisition through the UI by selecting Submit Only In Approval or Submit None, Costpoint changed the header status but left the line in Pending status.
Build Deployed In:Dependent Files:
Procurement Planning >> Manage Purchase Requisition Approval Processes
8.2.8
Defect 2062625: When you deleted an approval process while the requisition was in In-Approval status, Costpoint did not display an error/warning message.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Procurement Planning >> Manage Purchase Requisitions
8.2.12 (Next Quarterly Release)
Defect 2103032: When you used the Load Taxable process from the Action Menu, the process did not update the line costs or the allocated costs correctly on all lines.
Build Deployed In:Dependent Files:
8.2.8
Defect 2061014: When you cloned a requisition and added it to the same purchase order (PO), Costpoint displayed the wrong PO line on the Assign PO Defaults tab. The PO line defaults were different between PO types.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2014215: When you created a purchase order (PO) for a supplier with a non-GBP currency (Functional), it was not converted to the correct EUR currency (Transactional). Costpoint pulled the item cost as transactional and converted it to functional.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2022685: When you clicked the Unit Cost lookup, Costpoint displayed Last for the Cost Type but not the Reference Cost Type.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1937993: Costpoint did not truncate the RQ_LN_DESC field to 60 characters when you pasted from Excel and there was a template assigned. In this case, template ITEM_ID was assigned.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Procurement Planning >> Manage Request for Quotes by Vendor
8.2.2
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."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Procurement Planning >> Manage Simple Purchase Requisitions
8.2.6
Defect 2036974: You encountered an error in the logs after you modified a requisition line and clicked Save. However, this error was not displayed in the UI.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2008384: You were unable to edit the description of the Requisition Type even when Allow Modifications to Description was selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.2
Defect 1948340: When you approved a requisition, you encountered a Null pointer exception error even though the application completed the approval.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1928063: When you cloned a record and verified the values, the buyer was not defaulted in the requisition header and only the last line was populated with the value of the Buyer ID.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Procurement Planning >> Manage Vendor Quotes By Item
8.2.8
Defect 2061227: When you tried to save a record, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Procurement Planning >> Print Purchase Requisition Approval Status Report
8.2.5
Defect 2013433: When you tried to print the report by Approver Employee ID, Costpoint did not print the result. As a workaround, print the report by Approval User ID.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Procurement Planning >> Print Request for Quotes
8.2.12 (Next Quarterly Release)
Defect 2068221: The unnecessary label Quote Expire On has been removed from the request for quote print out.
Build Deployed In: cp82_pprprrfq_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2071072: When you printed the request for quote, Costpoint printed the Resources value incorrectly.
Build Deployed In: cp82_pprprrfq_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Product Definition >> Assign Vendors
8.2.12 (Next Quarterly Release)
Defect 2094053: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.
Build Deployed In: cp82_cmnlib_mmmvendlib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Product Definition >> Import Items
8.2.6
Defect 2036968: A trailing space in the Manufacturing ID prevented the use of the preprocessor.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2036970: When you clicked Print/Import Items, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1999046: You encountered a system error when you updated a part with a non-existent commodity code.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1959154: Costpoint imported parts with descriptions that included prohibited ASCII characters.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Product Definition >> Manage Alternate Parts
8.2.12 (Next Quarterly Release)
Defect 2094051: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.
Build Deployed In: cp82_pdmalt_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Product Definition >> Manage Item Cost
8.2.12 (Next Quarterly Release)
Defect 2094048: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.
Build Deployed In:Dependent Files:
Product Definition >> Manage Part Project Data
8.2.12 (Next Quarterly Release)
Defect 2094055: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.
Build Deployed In: cp82_pdmprjpd_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Product Definition >> Manage Parts
8.2.8
Defect 2053370 : When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Product Definition >> Manage Project Item Cost
8.2.12 (Next Quarterly Release)
Defect 2094045: When you entered an inactive part and tabbed out, the revision populated with the latest inactive revision.
Build Deployed In: cp82_pdmprjcs_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Product Definition >> Manage Provisional Parts
8.2.8
Defect 2053372: When you entered a scrap percentage greater than 99.99% in the Scrap field, you received a message saying you can enter a value of up to 99.99% only. To resolve this issue, the application has been updated to allow a scrap rate of up to 9,999.99%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.4
Defect 1985418: When you entered a lower-case NAICS code, Costpoint displayed the following error: "This NAICS code does not exist."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1972310: When you created a provisional part, you were able to save Part and Description with ASCII characters, which were not allowed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Production Control >> Compute Material Requirements
8.2.12 (Next Quarterly Release)
Defect 2112151: When you created a requisition from the application, the application rounded off the item cost.
Build Deployed In:Dependent Files:
Production Control >> Create MO Subcontractor Requisitions
8.2.12 (Next Quarterly Release)
Defect 2106616: When you accessed the application and there was a part with multiple revisions, the screen to select the manufacturing order (MO) displayed the description of the first part revision, but not of the listed part.
Build Deployed In:Dependent Files:
8.2.6
Defect 2030394: When you clicked the Generate Req button, you encountered the following error: "Invalid column name 'NAICS_EFF_DT'."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Production Control >> Enter Manufacturing Order Issues
8.2.12 (Next Quarterly Release)
Defect 2086310: The TIP to Costpoint interface updated the wrong requirement line when you duplicated a component part in the requirements.
Build Deployed In:Dependent Files:
Defect 2106029: When you tried to use the Reverse Transaction feature in a manufacturing order (MO) issue and the Allocated Inventory was enabled on the original MO, you encountered a system error.
Build Deployed In:Dependent Files:
Defect 2112897: You were unable to reverse a MO Issue because the WIP Variance Year End error message validating the MO against another Company ID where a Year End WIP Variance journal entry exists. This only affects multi-company users.
Build Deployed In:Dependent Files:
8.2.11
Defect 2117651: When you used two requirement lines with the same part number, the TIP to Costpoint interface updated the wrong requirement line.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.5
Defect 1998395: When you copied/pasted Excel information to a manufacturing order (MO) issue line and pressed TAB, Costpoint changed the issue quantity.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 2004591: When you relieved a manufacturing order (MO) and issued additional parts to the MO on the same day, the MO total was not decreased by the relief process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1958544: The application message was replaced with a library message, to improve accuracy.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1924740: You were able to issue parts to a manufacturing order (MO) from an incoming inspection location.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1932917: When you applied a negative issue of a component already issued to a closed or completed manufacturing order (MO), Costpoint regenerated the reservation, which resulted in an orphaned reservation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Production Control >> Enter Manufacturing Order Reliefs
8.2.12 (Next Quarterly Release)
Defect 2097072: When you saved a manufacturing order (MO) relief, you encountered a system error.
Build Deployed In:Dependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Production Control >> Expedite Manufacturing Orders
8.2.3
Defect 1966872: When you deleted a routing line, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1955776: The application exceeded the maximum allowed number of 20 system errors when you autoloaded nine (9) or more routing lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Production Control >> Load MO WIP Accounts
8.2.1
Defect 1931419: When you ran Load MO WIP Accounts for any company, you were able to modify all open MO headers even though you were not granted access to some of the companies.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Production Control >> Manage Employee Project Manufacturing Status
8.2.6
Defect 2025633: When you queried data when the Plant ID was blank, the developer log recorded an error when it should have been empty.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Production Control >> Manage Manufacturing Order Issues
8.2.12 (Next Quarterly Release)
Defect 2106485: When you entered issues for multiple manufacturing orders (MO) back to back, you encountered a system error. In addition, when you entered the second MO and clicked Autoload, you also encountered an error.
Build Deployed In:Dependent Files:
Production Control >> Manage Manufacturing Orders
8.2.12 (Next Quarterly Release)
Defect 2071078: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.
Build Deployed In:Dependent Files:
Defect 2095131: When you tried to update the organization abbreviation on a project, you encountered an error.
Build Deployed In:Dependent Files:
8.2.11
Defect 2110086: When you implemented a reschedule order message, Costpoint calculated the lead time differently between the Manage Manufacturing Orders application and the reschedule order message with MRP.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.7
Defect 2040601: When you cloned a manufacturing order (MO), the screen froze. In addition, when you saved a record with a blank MO ID, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2018928: When you generated a manufacturing order (MO) for rework or repair and you reused a lot number, the process caused you to lose track of the original information of the serial number.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2019113: In the Web Integration Console (WIC), you were unable to create a manufacturing order (MO) with RMA ID reference.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1978455: When you changed a user under an Engineering Change Notice (ECN) approver title that was also used in another company, Costpoint also changed the users in the other company.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1989514: When you clicked the Org Abbrev lookup on the Additional Info tab, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1995277: When you clicked the Org Abbrev lookup on the Additional Info tab, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1960737: When you created a manufacturing order (MO) and manually loaded the routing and requirements, you encountered the following error: "ORA-01400: cannot insert NULL into ("DB"."INVT"."INVT_ABBRV_CD")".
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1969564: You were able to save a manufacturing order (MO) ID with zero (0) quantity on the Requirements subtask, but when you edited the build quantity, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1726150: When you copied a requirement line and changed the inventory abbreviation, you were unable to split the manufacturing order (MO) requirement lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1951484: You were unable to edit the As of Date for some In Shop manufacturing orders.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1937022: When you closed a manufacturing order (MO), the completion percentage on the routing steps changed to 100%. When you moved the MO back to In-shop, the completion percentage remained at 100%.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Production Control >> Manage MO Operation Completions
8.2.2
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).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1945173: When a user entered an employee ID that was not associated with the user, clicked Save, and then went to Employee Self Service » Payroll and Benefits, the screen displayed the information for the employee ID instead of the user.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Production Control >> Print Manufacturing Order Cost Report
8.2.7
Defect 2036969: When you added the 2022 burden cost in the manufacturing order (MO), the application did not include the burden cost in the report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Production Control >> Print Manufacturing Order Documentation
8.2.3
Defect 1975999: When you printed the labels for the manufacturing order (MO), the labels were printed in the default orientation that came from the system settings.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Production Control >> Update Manufacturing Order Costs
8.2.1
Defect 1915032: When you entered a material cost, the entered value updated the MATL_CST_AMT table instead of the ML_MATL_CST_AMT field in the MO_HDR_CST table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Production Control >> View Manufacturing Order Status
8.2.1
Defect 1920627: The application displayed an incorrect Make/Buy code for the manufacturing order (MO).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Purchasing >> Buyer Dashboard
8.2.6
Defect 2022633: The Past Due Deliveries report inaccurately included records where a Delivery Schedule existed, but the quantity on the Delivery Schedule line had already been received.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Purchasing >> Create Purchase Order Change Orders
8.2.7
Defect 2055112: When you created multiple change orders with a NAICS code on the purchase order (PO) line, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2028930: When you created a multiple change order and you clicked Save, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Purchasing >> Expedite Purchase Orders
8.2.1
Defect 1917871: When you added a delivery schedule to a purchase order (PO) with existing partial receipts, the application did not warn you that receipts already existed for the record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Purchasing >> Import Purchase Orders
8.2.12 (Next Quarterly Release)
Defect 2110121: When you imported a G type PO with G Abbreviation, you encountered an error requiring Account ID and Organization.
Build Deployed In: cp82_aoputlpo_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2110817: When you imported a purchase order (PO) file for a G type PO with G type abbreviation, you encountered an error. This affected MSS database.
Build Deployed In: cp82_aoputlpo_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2119778: The application has been updated to use feature-level message instead of creating a new Message ID.
Build Deployed In: cp82_aoputlpo_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2041493: When you processed the input file, the application did not display the period of performance validation when the input file had multiple account allocations.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2042222: You encountered a connection error in the application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.4
Defect 1974858: When you used the preprocessor to make mass Org ID updates, the Org IDs updated successfully, but the Vendor Sales Order ID and PO Printed fields were cleared on the PO header, which should not be the case.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Purchasing >> Manage Buyer Actions
8.2.6
Defect 2034451: The application inaccurately included records where a delivery schedule existed, but the quantity on the Deivery Schedule line had already been received.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Purchasing >> Manage Purchase Orders
8.2.12 (Next Quarterly Release)
Defect 2063171: When you imported the XML, you encountered the following error: "Assigning new serial/lot ID(s) are not allowed when the associated return line has SO/ SO line reference."
Build Deployed In:Dependent Files:
Defect 2081020: In the Web Integration Console (WIC), when you modified a purchase order (PO) by changing the quantity of a line to zero (0) and closing it at the same time, the extended totals did not recalculate to zero. The same thing happened when you tried to change the amount to zero.
Build Deployed In:Dependent Files:
Defect 2100395: When you assigned a serial lot to a purchase order (PO), the application disallowed it when the serial lot setting was to to Unique Across Parts.
Build Deployed In:Dependent Files:
Defect 2105842: When the Require Change Order for Modification checkbox was selected in Configure Purchasing Settings, you were able to change a purchase order (PO) without a change order.
Build Deployed In:Dependent Files:
Defect 2106623: When you clicked New and went to Receiving & Inspection tab, the Drop Shipment was not visible on the purchase order (PO) line. This happened to users without the Sales Order (OE) license.
Build Deployed In:Dependent Files:
Defect 2107686: When you entered a non furnished material purchase order (PO) type with furnished material abbreviation, you encountered this error message: "FM Inventory abbreviations cannot be used on PO's that don't have a PO type of 'Furnished Materials Order."
Build Deployed In:Dependent Files:
8.2.8
Defect 2042620: Cospoint did not display a validation message when the second-level project you used did not have start and end dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2042970: When you changed the cost/quantity in a two-way match with a purchase order (PO) voucher, Costpoint did not display a warning message.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2053530: When you deleted the NAICS code from line 1 and then added a new line, the NAICS code reverted to the value from the deleted line 1.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2025532: When you created a release using the Create Release button, the application displayed the following error: "The NAICS code and effectivity date not in use."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2030352: When the vendor was not a supplier vendor, you were able to release a pending purchase order (PO) to the vendor, but you were unable to do so via Web Integration Console (WIC).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2030366: When you created a purchase order (PO) and added a Subcontract ID, the PO Type automatically changed to Subcontractor Agreement even though you already set it to Subcontractor Agreement Blanket.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2032991: When you added a subcontract ID to an existing PO where all Period of Performance (POP) fields were blank, the POP fields were populated based on the Subcontract ID. However, when you added the Subcontract ID to an existing PO where all POP fields were populated, the POP fields were changed based on the subcontract ID.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2006421: When you performed an update to the PO_HDR, multiple rows were created for the UPD ACTION instead of a single UPD row for the header and a single row for each line.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1978456: When you deleted a purchase order (PO) that was referenced on the PO voucher header, you were unable to query the voucher by PO ID or voucher ID.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
Defect 1943935: When you sorted on purchase order (PO) internal notes and saved, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1917872: When you added a delivery schedule to a purchase order (PO) with existing partial receipts, the application did not warn you that receipts already existed for the record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1917876: In Web Integration Console (WIC), when you tried to update a PO with over 500 lines, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Purchasing >> Print Purchase Order Change Orders
8.2.12 (Next Quarterly Release)
Defect 2091104: The "Tax Exempt Cert No:” label printed on a purchase order change order when you modified the changes to the extended cost where sale/use tax was not exempt.
Build Deployed In:Dependent Files:
8.2.1
Defect 1925489: When you tried to print a purchase order change order and there were more than 1,000 rows in the PO_LN_DOCUMENT table, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Purchasing >> Print Purchase Orders
8.2.7
Defect 2041509: When organization security was enabled in Print Purchase Orders and you ran the application, Costpoint did not include the PO total amount and Bill to information in the report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2030358: When you printed a PO that had a service line without a Ship ID, Costpoint printed the following: "Tax Exempt Cert No: null". However, when you added a Ship ID to the line, Costpoint did not print anything.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1974803: When you printed the purchase order (PO), the bill To and PO Total Amount were not printed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.1
Defect 1925491: When you tried to print a purchase order (PO), you encountered a NullPointerException error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Purchasing >> View Item Purchasing Information
8.2.12 (Next Quarterly Release)
Defect 2109293: Requisitions for two companies displayed in the application for both companies.
Build Deployed In:Dependent Files:
Purchasing >> View Purchase Order Status
8.2.12 (Next Quarterly Release)
Defect 2106629: When on Table view, the label Open Quantity and Open Amount were displayed as Open for both columns.
Build Deployed In:Dependent Files:
Receiving >> Import Purchase Order Receipts
8.2.7
Defect 2040593: When two users ran the application simultaneously with two different import files, the users encountered a constraint error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Receiving >> Manage Purchase Order Receipts
8.2.12 (Next Quarterly Release)
Defect 2065170: When serial lots were assigned to the purchase order (PO) before you received items that were less than the total quantity, the screen changed to the received quantity. When you removed the receipt, the quantity changed to zero (0).
Build Deployed In: cp82_cmnlib_mmmsrltalib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2071073: When you entered a receipt with Auto-Receive, the stock status report displayed an incorrect decimal value.
Build Deployed In: cp82_rcmporc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2075922: When you clicked on the Offsite Receiver field using the mouse, the cursor disappeared.
Build Deployed In:Dependent Files:
Defect 2081075: When the purchase order (PO) and reservation have different warehouses, Costpoint did not validate the active reservation against the PO.
Build Deployed In: cp82_rcmporc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2088007: You were unable to create external return material authorization (RMA) purchase order (PO) due to receipt and acceptance location were overriden by the warehouse default location.
Build Deployed In: cp82_rcmporc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2092297: When the purchase order (PO) and reservation have different warehouses, the Reservation did not show in the PO Reservation subtask.
Build Deployed In: cp82_rcmporc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2019593: In the Web Integration Console (WIC), when you tried to insert a record where the RMA line had a sales order (SO) reference and serial/lot records, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 2016635: When you tried to open a purchase order receipt and clicked the Fixed Assets subtask, you encountered an error. This happened regardless of the purchase order (PO) type.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2017097: When you saved receipt lines with zero (0) quantity but with a non-zero amount, the value of the received amount reverted to zero and the Save Receive line with Zero Receive Qty/Amt checkbox was cleared after you saved it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Receiving >> Manage Quality Control Inspections
8.2.8
Defect 2061096: When you created an XML file to import a quality control inspection, Costpoint did not load the Web Integration console (WIC) RMA inspection due to the following rejection warehouse error: "Default rej location must be an active 'RMA rejected' type location for specific Warehouse."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2016736: When you created an XML with line subkeys on the last lot number and you entered a lot number different from the receipt, Costpoint loaded the wrong lot number for inspection.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1997726: When you reversed the order for the lot entry and saved it, the first lot was duplicated on the Serial/Lot Info subtask on quality control inspection.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1972397: In web integration console (WIC): When you imported a WIC file with different lot numbers to perform an inspection, Costpoint did not display an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1944743: In Web Integration Console (WIC), you encountered a TIPQA integration receiver out error when you loaded the inspection record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1922064: When you performed a quality control inspection for the same purchase order (PO) line receipt, you received two QCI IDs which were duplicates of each other.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Sales Order Entry >> Approve Sales Orders
8.2.12 (Next Quarterly Release)
Defect 2097860: You were able to approve the sales order even though other approval titles in the lower sequence has not approved it.
Build Deployed In: cp82_oemappso_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.6
Defect 2022644: The application has been updated so that when a table has a foreign key with null values in any of the columns, the application should not resolve to a related record in the referenced table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Sales Order Entry >> Import Sales Orders
8.2.8
Defect 2050470: Costpoint did not send a validation for a project's period of performance when lower-level projects had null project Start and End dates and the top level had ineffective dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2026693: The application did not validate the SO line type against the item type and allowed non-part lines to use an inventory line type with an inventory abbreviation. This same action results in a hard error in the User Interface (UI) but was allowed in this case for import action.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1842362: Instead of throwing a critical system error, the application now provides an appropriate error when one or more RES_LN rows no longer exist.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Sales Order Entry >> Manage Customer Returns
8.2.12 (Next Quarterly Release)
Defect 2063162: When you imported an XML file in the Web Integration Console (WIC), you encountered the following error: "This combination of columns ('|RMA_ID|','|RMA_LN_KEY|','|SERIAL_LOT_KEY|') must be unique"
Build Deployed In: cp82_oemcrtrn_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Sales Order Entry >> Manage Invoices
8.2.12 (Next Quarterly Release)
Defect 2080687: When you created a negative invoice via web services, you encountered an invoice quantity and amount error.
Build Deployed In: cp82_cmnlib_oeminvclib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2055992: When you clicked Recalc Amort Sch and rows were not yet loaded, you encountered a critical system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2015330: When you manually loaded and saved an INO sales order (SO) with Allow Invoicing Short on Component SO Lines not selected, you encountered an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2025263: You were unable to create a refund using the Web Integration Console (WIC).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2036981: When you processed and reversed an in-transit invoice and then processed an invoice only, you received the following error message: "The values Unit Cost Amount, Ext Cost Amount and Invoice Quantity are inconsistent."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.1
Defect 1930509: When you tried to review the updates you made in offline mode, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Sales Order Entry >> Manage Sales Orders
8.2.12 (Next Quarterly Release)
Defect 2075204: When you changed the Line type from Inventory to INO and changed the warehouse ID, the reservation quantity balances were reduced twice.
Build Deployed In: cp82_cmnlib_oementsolib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2077059: When you created another line on a sales order (SO) that did not reference a return material authorization (RMA), Costpoint displayed the following message: "RMA Line number is required if RMA is referenced in the SO Header"
Build Deployed In: cp82_cmnlib_oementsolib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2049298: Costpoint did not send a validation for a project's period of performance when lower-level projects had null project Start and End dates and the top level had ineffective dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2053627: When you changed the sales order (SO) to invoice only and changed the warehouse for two items, only the first item reservation was deleted.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2018929: When you saved the changes you made on a sales order (SO), the COMP_INVC_FL table reverted to Y even though the SO line was fully invoiced.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1972493: When you applied a substitute for a sales order (SO) item, Costpoint generated a false demand.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1939960: When you used a cloned sales order (SO) and you updated the quantity, Costpoint did not recalculate the sales tax correctly.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1948407: When you clicked the Recalculate button and all the records were loaded, you encountered a performance issue.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Sales Order Entry >> Manage Sales Orders Supervisor Screen
8.2.3
Defect 1960735: When you set the status of a sales order inventory line with components to Close, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1944744: When you closed a sales order (SO) line for an obsolete part, Costpoint did not delete the reservation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Sales Order Entry >> Print DD250 Invoices
8.2.12 (Next Quarterly Release)
Defect 2078762: When you printed an invoice, the Date Shipped format did not follow the DFARS requirement of four digits for the year, three-letter abbreviation for the month, and two digits for the day (Ex. 2024FEB14).
Build Deployed In: cp82_cmnlib_oer250ilib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Sales Order Entry >> Print DD250 Packing Slips
8.2.12 (Next Quarterly Release)
Defect 2078764: When you printed the material inspection and receiving report, the Date Shipped format did not follow the DFARS requirement of four digits for the year, three-letter abbreviation for the month, and two digits for the day (Ex. 2024FEB14).
Build Deployed In: cp82_oer250ps_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Sales Order Entry >> Print Sales Order Approval Status Report
8.2.12 (Next Quarterly Release)
Defect 2103036: When you specified the approver user in the report parameter and you ran the report, Costpoint did not display the sales orders within the selection range for printing.
Build Deployed In: cp82_oerappr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Supplier Portal >> Intracompany Work Assignments
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Supplier Portal >> Manage Invoices
8.2.12 (Next Quarterly Release)
Defect 2092392: When you printed the subcontractor invoice, the SUBC_TS_LN_AUDIT.INVC_FL table was not updated, which should be the case.
Build Deployed In:Dependent Files:
Defect 2114520: You were unable to edit the invoice number when the invoice was created via Autoload.
Build Deployed In:Dependent Files:
8.2.11
Defect 2117657: When you printed the subcontractor invoice, the SUBC_TS_LN_AUDIT.INVC_FL table was not updated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Supplier Portal >> Manage Quotes
8.2.12 (Next Quarterly Release)
Defect 2081070: When you tried to generate a quote, you encountered this error:The MasterServlet failed with the following exception: Column null not found in row set.
Build Deployed In: cp82_ppmqtv_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2112892: When you were logged in as a supplier in Supplier Portal, processed a request for quote, and then clicked the Generate Quote button, you encountered a system error.
Build Deployed In: cp82_spmqtv_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Affirmative Action >> Print New Hire Analysis Report
8.2.8
Defect 2039138: The Employees with Inactive Affirmative Action Race Codes report included employees who were terminated prior to the screen analysis start date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Affirmative Action >> Print Personnel Action Analysis Report
8.2.8
Defect 2039167: The Employees with Inactive Affirmative Action Race Codes report included employees who were terminated prior to the screen analysis start date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Affirmative Action >> Print Termination Report
8.2.8
Defect 2039165: The Employees with Inactive Affirmative Action Race Codes report included employees who were terminated prior to the screen analysis start date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Benefits >> Create 1094-C and 1095-C Data
8.2.12 (Next Quarterly Release)
Defect 2078236: 1095-C Line 14 codes 1A, 1E, 1C, 1D, 1K, 1J, 1B, and 1F were updated to include employees terminated within the month who had coverage through the end of the month.
Build Deployed In: cp82_hbp109xc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2075246: 1095-C Line 14 codes 1A, 1E, 1C, 1D, 1K, 1J, 1B, and 1F were updated to include employees terminated within the month who had coverage through the end of the month.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2078234: 1095-C Line 14 codes 1A, 1E, 1C, 1D, 1K, 1J, 1B and 1F were updated to include employees terminated within the month that had coverage through the end of the month.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Benefits >> Manage Benefit Plans
8.2.7
Defect 2049669: The screen should display an error message when either the Coverage Table or Rate Table is based on a spouse’s age, and there is no Coverage Option where the Dependent Type is set to Spouse.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2033920: When you added a new benefit plan for a system benefit type of OTHER2 - OTHER9, the screen disabled Age Based on options and set the option to Employee. The radio buttons should be enabled for those system benefit types. The Benefit Type field should include Spouse Critical Illness insurance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1871197: The application should not enable the coverage limit based on the ESS Version on the Configure Global Settings screen. This fix will also update the coverage limits to 999,999,999,999,999.00 where necessary.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Benefits >> Manage HSA Plan Year
8.2.6
Defect 2023770: When the assigned deduction code had no contribution and the employer maximum had a value greater than 0.00, the screen did not display a warning message.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Benefits >> Manage Medical Care FSA Plan Year
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Benefits >> Print 1095-Cs
8.2.1
Defect 1921113: The application generated Page 2 even if the employee had less than six dependents.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee >> Import Employee Data
8.2.12 (Next Quarterly Release)
Defect 1969028: If you used a user-defined file format that only included required fields and set the Deletion Indicator to Null (CSV Format)/Blank (Fixed/ADP Format), the application marked the non-required fields for deletion.
Build Deployed In: cp82_aoputlel_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2064245: When you opened, refreshed, cleared, or reinitialized the screen, the Plant field displayed the default Plant from the Manage Plants screen. This occurred even if you did not select the Default for New Employees checkbox of the default Plant.
Build Deployed In: cp82_aoputlel_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2042004: When you selected User-Defined as the File Format and Hire Date was not part of user-defined record 1 layout, the application displayed the following error message: "Invalid Hire Date."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2062839: A system error occurred when you imported an input file that did not have all the fields in Record 1.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 1970715: The report cover page did not reflect the new and updated field names on the screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 1995903: The report displayed error messages when:
The Blind Flag, Contractor Flag, or Veteran Flag fields were blank (NULL) in the input file since the fields are only optional for new employees.
The Deletion Indicator option was set to NULL (CSV Format) / Blanks (Fixed/ADP Format).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2014313: When the standard hours were 0.00 in record 2, the Estimated Annual Hours on the Manage Employee Salary Information screen were not updated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2025889: The application entered a NULL value (blank) in the HUA_ACTV_MAP_FL column on the Employee (EMPL) table, which caused an onscreen error even though the field is not visible to users. The following error displayed as a result of this issue: “The following field is required: Active HUA ID Mapping.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1991774: When you imported employee data with an invalid adjusted hire date, the application allowed you to import the salary record but not the employee information due to an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1893053: The performance of the Import Employee Data application has been improved when processing large volumes of employees.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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:
Identify the employee who has the specified scenario.
Copy that employee's record(s) into a new, separate file.
Delete the employee's record(s) from the original file and save the file.
Upload the amended original file.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1583454: When an employee was already linked to a different vendor, the screen did not display a warning message to inform the user that the employee was not linked to the supplied Vendor ID. In addition, the vendor record that was linked to the employee was not updated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1929843: The application did not display an error when you imported active employees that exceeded the maximum allowed licensed employees.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee >> Manage Employee Benefit Elections
8.2.12 (Next Quarterly Release)
Defect 2082695: A system error displayed if you used Query or Find to filter an employee that had been assigned with an SPLIFE (Spouse Life Insurance) or SPADD (Spouse AD & D Insurance) benefit plan. This occurred if:
The coverage option assigned to the employee is DEP CVG (Dependent Coverage) and the end date was earlier than the system date.
The coverage option assigned to the spouse had no end date.
Build Deployed In: cp82_hbmebelc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2072968: A system error displayed if you used Query or Find to filter an employee that had been assigned with an SPLIFE (Spouse Life Insurance) or SPADD (Spouse AD & D Insurance) benefit plan. This occurred if:
The coverage option assigned to the employee is DEP CVG (Dependent Coverage) and the end date was earlier than the system date.
The coverage option assigned to the spouse had no end date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.8
Defect 2061239: The premium, company, and employee amounts were incorrect when you had the following setup on Manage Benefit Plans screen:
System Benefit Type was OTHER2 - 9.
Age Based On option was Spouse.
Coverage option setup used the Age option as the coverage/rate table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Employee >> Manage Employee HSA Elections
8.2.8
Defect 2058881: The application should allow employees who become eligible for an HSA mid-year to enter an amount greater than the prorated amount. The screen will now display a warning with the prorated amount, but employees can bypass it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Employee >> Manage Employee Information
8.2.12 (Next Quarterly Release)
Defect 2079434: The Login ID field on the Product Interface tab displayed only when you had a license for Materials Management and Manufacturing Execution. The field should also display when you have a Shop Floor Time license. In addition, the alignment of the field on the screen was incorrect.
Build Deployed In: cp82_ldmeinfo_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.10
Defect 2094022: The Login ID field on the Product Interface tab displayed only when you had a license for Materials Management and Manufacturing Execution. The field should also display when you have a Shop Floor Time license. In addition, the alignment of the field on the screen was incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1914433: An error displayed when you had the following setup:
The Plant was flagged for Shop Floor Time and Manufacturing Execution.
The employee’s Manufacturing Execution checkbox was selected.
The employee’s Shop Floor Time checkbox was not selected.
This validation should be removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee >> Print Electronic W-4 Report
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Employee >> Transfer Talent Management Data
8.2.2
Defect 1948166: The application incorrectly transferred job templates with a Pending status to Deltek Talent Management.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Employee Self Service
8.2.2
Defect 1950171: When you have an ESS license, the following applications should be available in the Costpoint Essentials menu:
Activate Retirement Changes (AOPESSUD)
Address/Phone (ESMADDRESSPHONE)
Company Directory (ESQCOMPDIR)
Company Links (ESQCOMPLNK)
Configure Global Settings (AOMESSGS)
Configure Self Service Settings (ESMESS)
Configure State Tax Settings (AOMESSST)
Direct Deposit (ESMDIRDEP)
Emergency Contacts (ESMEMERCON)
Employee Personal Info (ESQEMPLPERINFO)
Expense Checks (ESMEXPCHECKS)
Federal Withholding (ESMFEDWH)
Leave Status (ESQLVSTAT)
Manage Retirement Elections (AOMESSRB)
Manage Taxable Entity Links (AOMESSCL)
Manage Taxable Entity Settings (AOMESSCS)
Payroll Checks (ESMPAYCHECKS)
Retirement Benefits (ESMRETBEN)
State Withholding (ESMSTATEWH)
Total Comp/Benefits Statement (ESQCOMPBEN)
W-2s (ESMELECW2)
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Employee Self Service >> Address/Phone
8.2.5
Defect 1992564: The field labels, screen layout, and application logic were updated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Employee Self Service >> Benefits Enrollment
8.2.12 (Next Quarterly Release)
Defect 2099027: When you elected a NO CVG coverage option for benefit plan OTHER2 - OTHER9 benefit plan, the summary tab displayed an incorrect coverage level.
Build Deployed In: cp82_esmbenenroll_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Employee Self Service >> Dependents/Beneficiaries
8.2.12 (Next Quarterly Release)
Defect 2116730: A critical error occurred when you attempted to save changes to the Home or Office Phone information of a record. This occurred when you had the following setup on the Configure Self Service Settings screen:
Phone Format option is (000) 000-0000.
Format Edit is set to Soft Edit or Hard Edit.
Build Deployed In: cp82_cmnlib_benefitslib_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.11
Defect 2115729: A critical error occurred when you attempted to save changes to the Home or Office Phone information of a record. This occurred when you had the following setup on the Configure Self Service Settings screen:
The Phone Format option was (000) 000-0000.
Format Edit was set to Soft Edit or Hard Edit.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.3
Defect 1988559: A system error displayed when you opened the application.
This issue also affected the following applications:
Affected Applications
Defect No.
Benefits Enrollment
1988572
State Withholding
1988593
Total Comp/Benefits Statement
1988596
Retirement Benefits
1988566
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Employee Self Service >> Designate Beneficiaries
8.2.5
Defect 2025553: An error message should display if you change a beneficiary, who has existing current beneficiary records, to a dependent. The application should display all records in the HB_EMPL_LIFE_BNFIC table for the employee.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Employee Self Service >> Federal W-4
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Employee Self Service >> Life Events/New Hires
8.2.12 (Next Quarterly Release)
Defect 2078375: Details on the summary tab were missing when the employee elected a benefit plan with the following setup:
System Benefit Type was OTHER2 - OTHER9.
Age Based On option was Spouse.
Build Deployed In: cp82_esmlifeevent_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2092010: When DEP CVG (Dependent Coverage) was included in the employee's package for OTHER2 - OTHER9 benefit plans, the dependent coverage was displayed in the Coverage Level table. ESS users were able elect the dependent coverage.
Build Deployed In: cp81_cmnlib_benefitslib_004.zip cp82_cmnlib_benefitslib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2103702: A system error displayed if the employee selected a new beneficiary before selecting a new coverage. This occurred in the following tabs:
AD&D
Sup Life
Sup AD&D
Travel
Accident
The screen should not allow you to select a new beneficiary until a new option is selected from the Select New Coverage Level subtask.
Build Deployed In: cp82_cmnlib_benefitslib_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.11
Defect 2103703: A system error displayed if the employee selected a new beneficiary before selecting a new coverage. This occurred on the following tabs:
Accident
AD&D
Sup AD&D
Sup Life
Travel
The screen should not allow you to select a new beneficiary until a new option is selected from the Select New Coverage Level subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.8
Defect 2058879: The application should allow employees who become eligible for an HSA mid-year to enter an amount greater than the prorated amount. The screen will now display a warning with the prorated amount, but employees can bypass it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.5
Defect 2009215: When you saved a record for the first time without making changes on the AD&D tab, the following information message did not include AD&D: "The following tabs have not been modified so their status will be set to 'No change'." When you saved the record again for a benefit type that was still not AD&D, the same message was displayed for AD&D alone.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.1
Defect 1925122: You encountered the following error when you saved a new life event: "Arithmetic overflow error converting numeric to data type numeric." This occurred if you used the following setup:
The benefit plan’s Coverage Calculation Method was Coverage Table and Coverage Table was Age on the Manage Benefit Plans screen.
The Coverage Limit was 999,999,999,999,999.00 on the Manage Coverage Amounts by Age screen.
The Costpoint database was Microsoft SQL Server (MSS).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee Self Service >> Manage Life Event Elections
8.2.12 (Next Quarterly Release)
Defect 2070636: The coverage option was not saved as DEP CVG (Dependent Coverage) when an employee elected a coverage level for a benefit plan that had the following setup:
System Benefit Type was OTHER2 - OTHER9.
Age Based On option was set to Spouse.
Build Deployed In: cp82_aomessbl_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2106216: The employee's premium was zero (0.00) when you manually entered an election on the Manage Life Event Elections screen.This issue occurred when:
The employee’s coverage option was DEP CVG.
The dependent’s coverage option was not DEP CVG/NO CVG.
Build Deployed In: cp82_aomessbl_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2111474: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.
Build Deployed In: cp82_aomessbl_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.8
Defect 2058880: The application should allow employees who become eligible for an HSA mid-year to enter an amount greater than the prorated amount. The screen will now display a warning with the prorated amount, but employees can bypass it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.1
Defect 1906145: After you ran the Activate Pending Benefit Elections process, Spouse Life and Spouse Accidental Death and Dismemberment (AD&D) benefit plans with the DEP CVG (Dependent Coverage) coverage option were listed on the Manage Employee Evidence of Insurability (EOI) screen. This occurred when:
You elected the DEP CVG coverage option on the Edit Dependent Elections subtask for the Spouse Life and Spouse AD&D benefit plans.
The Spouse Life and Spouse AD&D benefit plans were flagged as Evidence of Insurability Required.
The Manage Life Event Elections screen should not allow you to elect the DEP CVG coverage option for dependents.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee Self Service >> Manage Open Enrollment Elections
8.2.12 (Next Quarterly Release)
Defect 2069180: The coverage option was not saved as DEP CVG (Dependent Coverage) when an employee elected a coverage level for a benefit plan that had the following setup:
System Benefit Type was OTHER2 - OTHER9.
Age Based On option was set to Spouse.
Build Deployed In: cp82_aomessbe_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2098713: The employee's premium was zero (0.00) when the employee elected a benefit plan that had the following setup on the Manage Benefit Plans screen:
There was a DEP CVG coverage option included in package.
The Age Based On option was set to Spouse.
The Premium Table was not set to Age.
Build Deployed In: cp82_aomessbe_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2111483: When you deleted an existing record where the coverage option was DEP CVG, the system did not delete the dependent election. As a result, when you manually entered a new record for the same benefit plan, the screen displayed an error that indicated that the record already exists.
Build Deployed In: cp82_aomessbe_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.1
Defect 1906144: After you ran the Activate Pending Benefit Elections process, Spouse Life and Spouse Accidental Death and Dismemberment (AD&D) benefit plans with the DEP CVG (Dependent Coverage) coverage option were listed on the Manage Employee Evidence of Insurability (EOI) screen. This occurred when:
You elected the DEP CVG coverage option on the Edit Dependent Elections subtask for the Spouse Life and Spouse AD&D benefit plans.
The Spouse Life and Spouse AD&D benefit plans were flagged as Evidence of Insurability Required.
The Manage Open Enrollment Elections screen should not allow you to elect the DEP CVG coverage option for dependents.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Employee Self Service >> Payroll Checks
8.2.12 (Next Quarterly Release)
Defect 2077116: The paystub printout on Employee Self Service always printed the rate type as salaried even if the employee was hourly.
Build Deployed In: cp82_esmpaychecks_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2102868: The paystub printout on Employee Self Service always printed the rate type as salaried even if the employee was hourly.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Employee Self Service >> Total Comp/Benefits Statement
8.2.12 (Next Quarterly Release)
Defect 2073154: The screen had the following issues:
Annual salary was listed twice.
The Annual Amount compensation type should be Annual Salary.
The Percentage column should be labeled as Percent of Total Compensation.
Build Deployed In: cp82_esqcompben_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Employee Self Service >> Update Benefit Option/Election Tables
8.2.12 (Next Quarterly Release)
Defect 2051673: The application’s calculation was still based on the employee's age even if the Age Based On option was set to Spouse on the Manage Benefit Plans screen.
Build Deployed In: cp82_aopessdb_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Employee Self Service >> W-2s
8.2.12 (Next Quarterly Release)
Defect 2092693: The application should not populate or print the Control Number on the screen, report, and PDF.
Build Deployed In: cp82_esmelecw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2099377: The application displayed Address Line 3 in boxes c and e & f. Address Line 3 should not be displayed so that the W-2s screen information is consistent with the Manage W-2s and Manage W-2Cs screens.
Build Deployed In: cp82_esmelecw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2104669: The application did not display the employee's middle name in box e & f. The employee's middle name should be displayed so that the W-2s screen information is consistent with the Manage W-2s and Manage W-2Cs screens.
Build Deployed In: cp82_esmelecw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2055818: The labels of buttons on the screen were updated.
Print W-2 Data is now Print W-2 Report.
Download and E-mail is now Download in Official W-2 Format.
The Download in Official W-2 Format button is now hidden if the Allow employees to download and e-mail W-2s in the official format checkbox on the Manage Taxable Entity Settings screen is selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Labor >> Apply Timesheet Adjustments in Batch Mode
8.2.2
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
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Labor >> Configure Labor Settings
8.2.7
Defect 2053080: The Manufacturing Order Timesheet Lines group box on the Timesheet Options tab should be available only if you have a Production Control license.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.1
Defect 1935411: The Deltek Time and Expense Settings group box fields on the Corporate Labor Settings subtask were disabled if you have no ET (Electronic Timesheet) license. The access to the settings should also be based on the EE (Employee Expense Interface) license.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Labor >> Create Employee Allowance Timesheet Lines
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Labor >> Create Leave Payout Timesheets
8.2.12 (Next Quarterly Release)
Defect 2094464: When you created a leave payout timesheet, the application set the value in the Entered Hours field to zero.
Build Deployed In: cp82_ldplpts_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.11
Defect 2116718: When you created a leave payout timesheet, the application set the value in the Entered Hours field to zero.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Labor >> Create Retroactive Timesheet Adjustments
8.2.12 (Next Quarterly Release)
Defect 2112906: A fatal error displayed when you attempted to print or preview the report. This occurred when more than one Labor Only timesheet and Regular timesheets with the same sequence number are being retro-adjusted for the same date.
Build Deployed In: cp82_ldpretro_001.zipDependent Files:DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.5
Defect 2005537: Fatal error messages were displayed if you retroactively adjusted timesheets that had different exchange rates for the same employee.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Labor >> Create Reversing Timesheets
8.2.12 (Next Quarterly Release)
Defect 2082148: The application allowed only the following timesheet types to be reversed:
Regular
Bonus
Correcting
Labor Only
It should also allow you to reverse Salary Cap timesheets.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.22.5012.exe cp82_ldprevts_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Labor >> Export Data to Deltek Time and Expense
8.2.3
Defect 1969305: Project/PLC deletions were not reflected in Deltek Time and Expense when you ran the data transfer on a direct interface.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1971562: MO/Routing deletions were not reflected in Deltek Time and Expense when you ran the data transfer on a direct interface.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1956104: The application did not update the LINK cache tables for manufacturing order (MO) links.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1921215: The UDT07 Name field should be increased from 30 to 60 characters to accommodate the Routing Line Description.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1921239: When the application selects data from the Project Roles table, it should not filter based on the employee's Salary information and History (EMPL_LAB_INFO) record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Labor >> Export Project Manufacturing Data
8.2.12 (Next Quarterly Release)
Defect 2090942: When you auto-loaded operation records again, the application created a deletion record and a subsequent insert record. However, only the delete record was exported to Shop Floor Time. The operations were displayed as Cancelled and Inactive.
Build Deployed In: cp82_ldpexpm_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.11
Defect 2119876: When you auto-loaded operation records again, the application created a deletion record and a subsequent insert record. However, only the delete record was exported to Shop Floor Time. The operations were displayed as Cancelled and Inactive.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.5
Defect 2010213: MO issue quantities were doubled when exported to Manufacturing Execution (MES) if you used the following setup:
The Separate Items by Company checkbox was selected on the Configure Product Definition Settings screen.
The same part and commodity code existed in multiple companies.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.2
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).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Labor >> Export Timesheets to ADP
8.2.3
Defect 792099: The report truncated long employee names if you set the File Type to PPT, PDF, or Excel in the Print Options.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Labor >> Import Timesheets from Deltek Time and Expense
8.2.8
Defect 2072533: Incorrect Cost Element 2 defaulted on manufacturing order (MO) lines if the Account Validation Method was MO's Build Inventory on the Configure Labor Settings screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1927692: When you selected to generate negative LWOP timesheet lines for Correcting timesheets, the Exclude timesheets with existing negative LWOP lines option did not work. This resulted in extra negative LWOP lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Labor >> Manage Correcting Timesheets
8.2.12 (Next Quarterly Release)
Defect 2086137: The Transaction Amount field values on correcting timesheet lines were still displayed in a multicurrency functionality-enabled environment even when labor suppression was enabled for the logged-in user.
Build Deployed In: cp82_ldmctime_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2078237: The Transaction Amount field values on correcting timesheet lines were still displayed in a multicurrency functionality-enabled environment even when labor suppression was enabled for the logged-in user.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Labor >> Manage Pay Types
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Labor >> Manage Union Profiles
8.2.12 (Next Quarterly Release)
Defect 2086493: PCTGRQ (Timesheet Line Labor Cost Less Non-Qualifying deduction amounts x Fringe Percentage) was listed in the lookup of the Calculation Method field on the Fringe Information subtask, even though PCTGRQ is an invalid fringe calculation method.
Build Deployed In: cp82_ldmunpro_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Labor >> Post Timesheets
8.2.12 (Next Quarterly Release)
Defect 2127034 The Post Labor application did not populate the Effective Bill Date column on the GL_DETL table if the timesheet line did not have a project.
Build Deployed In:Dependent Files:
8.2.1
Defect 1914691: When there was no PLC on the timesheet line, the default Effective Bill Date should have been based on the setup on the Configure Labor Settings screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Labor >> Recast Overtime Premium to Timesheet Lines
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Leave >> Create Quarterly Family and Medical Leave File
8.2.5
Defect 2016844: The report displayed incorrect paid family and medical leave pay type earnings calculation. The application should check if:
The employee has COPFML deductions and/or COPFML contributions.
The amount is still within the Social Security wage limit.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.1
Defect 1906141: If you created the file for Massachusetts, the application reported the login user’s taxable entity in the file header record. In this case, the taxable entity that you specified on the screen should have been reported in the file header record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1906143: The amounts from the employee’s Manage Employee Earnings History records for all taxable entities were reported in the R and W records. Only amounts from employee earnings records for the taxable entity that you specified on the screen should be reported in the R and W records. This issue occurred If you created the file for Massachusetts or Colorado.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1924880: The report displayed incorrect paid family and medical leave pay type earnings calculation. The application should also check if the employee has COPFML deductions and/or COPFML contributions.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Leave >> Manage Leave Edit Table
8.2.12 (Next Quarterly Release)
Defect 2096906: When you entered leave for a leave type that was not assigned to the employee, the screen did not display a warning message.
Build Deployed In: cp82_ldmledit_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Leave >> Post Leave Accruals
8.2.7
Defect 1982611: The application populated Vendor Name fields with the names of employees when labor was suppressed for the logged-in user. This issue affects you if you use Microsoft SQL Server database with Costpoint.
Note: When you apply this hotfix, the data will be correct going forward. If you want to correct historical records on the GL_DETL table, you can run the following script on your database server:
UPDATE GL_DETL
SET S_ID_TYPE = 'E'
WHERE EXISTS (
SELECT * FROM GL_POST_SUM GPS
WHERE
GL_DETL.GLPSUM_SRCE_KEY = GPS.SRCE_KEY
AND GL_DETL.GLPSUM_LVL1_KEY = GPS.LVL1_KEY
AND GL_DETL.GLPSUM_LVL2_KEY = GPS.LVL2_KEY
AND GL_DETL.GLPSUM_LVL3_KEY = GPS.LVL3_KEY
AND GPS.S_JNL_CD = 'LVA'
AND GPS.FY_CD = ‘Current Fiscal Year’ )
AND (
ID IS NOT NULL
AND (S_ID_TYPE IS NULL OR S_ID_TYPE = ' ')
)
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Leave >> Print Employee Leave Report
8.2.7
Defect 2052084: The Print Employee Leave Report displayed an incorrect leave accrual rate when you generated the report for all employees.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Leave >> View Leave History
8.2.5
Defect 2010894: Even when the Suppress Labor function was enabled for a user, the user was still able to view the amounts for employee leave on the View Leave History screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Payroll >> Manage Pay Periods
8.2.1
Defect 1890962: The application required several updates.
In the Add Pay Periods group box:
When you add pay periods using Add Pay Periods, the application populates the Payroll Year field in the Pay Periods record with the calculated check date's year. For example, if the calculated Check Date is 12/31/2023, the Payroll Year would be 2023. If the calculated Check Date is 01/01/2024, the Payroll Year would be 2024.
If you click Add Pay Periods and it results in check dates that fall within a different payroll year than the Payroll Year specified in the header section, the following informational message displays: "These calculated check dates do not fall within the specified payroll year, so the check date year will be used: <List the check date(s)>."
On the Pay Periods subtask:
If the Payroll Year field is already populated with a year that is not equal to the Check Date year, the application will update the Payroll Year to match the check date year. The following informational message will also display: "The Payroll Year for this period has been updated to match the check date year (<check date year>)."
If there is at least one pay period without a check date in the open payroll year, the following message will display after you click Save or Save/Continue: "Check dates must be assigned to all pay periods in the open payroll year (<open payroll year>)."
If the Check Date year field is cleared, enable (but do not clear) the Payroll Year field.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> Compute Payroll
8.2.12 (Next Quarterly Release)
Defect 2071700: The Compute Payroll process calculated Withholding State tax for Maryland even when both the pay type and deduction code were set up as Federal Exempt from income tax calculation.
Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prpcpr_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2078072: When you attempted to update the check date on an existing parameter ID, the check date value reverted to the default check date from the Manage Pay Periods screen.
Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prpcpr_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2102098: A critical system error occurred when you clicked Print on the Compute Payroll screen. The error indicated the following: "The multi-part identifier "ZP.ST_CREDIT_AMT" could not be bound." This issue occurred if you selected Do not allow as the Negative Gross Pay Method on the Configure Payroll Settings screen and then a deduction caused a check to have a negative net amount.
For Pick and Choose deployment: If you choose not to apply this hotfix, you can use the following workarounds.
Option 1
If you know which employees have a negative net situation, you can adjust the deduction amounts before computing payroll for those employees.
Option 2
If you do not know which employees have a negative net situation, you can perform the following:
Go to the Configure Payroll Settings screen and verify that the Negative Gross Pay Method is Do Not Allow. If it is not set to Do Not Allow, you may be experiencing a different issue.
Select Create Zero Balance Check as the Negative Gross Pay Method and then select a Zero Check Deduction that will be used to offset the negative balance.
Run the Rebuild Global Settings process.
Go to the Compute Payroll screen, enter the parameters, and process the payroll.
On Manage Payroll Records, query records that have a negative net amount.
On each retrieved record, open the Deductions subtask.
Locate the deduction that was identified as the Zero Check Deduction on the Configure Payroll Settings screen.
Use the Zero Check Deduction negative amount to reduce the other deduction amounts.
Delete the Zero Check Deduction from the Deductions subtask.
Click the Recalculate button.
Verify the values and save the record.
After processing all checks for the period, go back to the Configure Payroll Settings screen and change the Negative Gross Pay Method back to Do Not Allow.
Run the Rebuild Global Settings process.
Build Deployed In: cp82_prpcpr_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2105936: The taxable amount for Employer Medicare was incorrect when the amount should be negative.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.21.5005.exe cp82_cmnlib_cpcpr_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.11
Defect 2105946: The taxable amount for Employer Medicare was incorrect when the amount should be negative.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.10
Defect 2102060: A critical system error occurred when you clicked Print on the Compute Payroll screen. The error indicated the following: "The multi-part identifier "ZP.ST_CREDIT_AMT" could not be bound." This issue occurred if you selected Do not allow as the Negative Gross Pay Method on the Configure Payroll Settings screen and then a deduction caused a check to have a negative net amount.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2069672: When you attempted to update the check date on an existing parameter ID, the check date value reverted to the default check date from the Manage Pay Periods screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2070577: The application calculated withholding state tax for Maryland (MD) even when both the pay type and deduction code were set up as Federal Exempt from income taxes.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.5
Defect 1996141: The application did not compute negative earnings for worker’s compensation when you processed a reversing timesheet from prior payroll period to make corrections.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1976580: If you were set up for multi-state taxes with reciprocal taxes, the application did not record the taxable wages on the Manage Payroll Records screen if the withholding was $0.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1951526: The Compute Payroll process included reversing Labor-only timesheets in cases when the timesheets should not be included.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1955420: When you ran the Compute Payroll process, no records were created on the Manage Payroll Records screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1936889: The taxable amount for Employer Medicare was incorrect when the amount should be negative.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> Create Accounts Payable Vouchers
8.2.3
Defect 1969332: The application did not populate the Address Code field on adjustment vouchers.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1969333: The voucher number assigned to an adjustment from the Create Accounts Payable Vouchers screen was not reflected as the Last System Voucher Number on the Configure Accounts Payable Voucher Settings screen. This caused the following error: "The voucher number XXXX has already been used for another voucher."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Payroll >> Create Quarterly SUTA Tax File
8.2.12 (Next Quarterly Release)
Defect 2121775: A system error occurred when you attemped to save a record with Maine as the state.
Build Deployed In: cp82_prpsmm_003.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2126734: The Submitters FEIN and Telephone Number locations in A Record displayed letters and special characters. These positions should display numbers only.
Build Deployed In: cp82_prpsmm_004.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.1
Defect 1869262: The RV and RF records displayed negative total wages instead of zero amounts.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1920618: You were unable to submit the tax file for DC (District of Columbia), which used the new file format. The tax file for DC should still use the old file format.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> Create State W-2 File
8.2.12 (Next Quarterly Release)
Defect 2062007: When you ran the Create State Mag Media process and then changed then changed the Job Title field on the Manage Tax Report Data screen to blank, you were able to rerun the process without an error message. This affects you if you create W-2 files for Maryland.
Build Deployed In: cp82_prpw2s_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Payroll >> Create W-2 Table
8.2.12 (Next Quarterly Release)
Defect 2063633: The following note on the report contained a typographical error: "At least one W-2 with negative amount(s) has been created. Please verify and, if necessary, adjust in the Manage W-2s screen."
Build Deployed In: cp82_prpcw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2061101: If you recreated the W-2 of a New York employee who already had an existing W-2 with New York withholding on the Manage W-2 table, the application populated the state taxable wage with the existing W-2 federal taxable wage.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.1
Defect 1882130: Negative deductions/contributions on health care benefits flow through as positive to the following codes in box 12: AA, BB, C, D, DD, E, EE (or 457(B), F, G, H, K, P, R, W, and Y.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> Export Payroll Taxes
8.2.7
Defect 2060525: The STEE records for W-2 and W-2c file types were missing one field. The actual total count was only 89 instead of 90.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Payroll >> Manage Deductions
8.2.12 (Next Quarterly Release)
Defect 2074037: The Line 4 and Line 5 options were not listed in the W2 Box 14 Usage drop-down list.
Build Deployed In: cp82_prmded_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2108259: The screen did not display a warning message to inform user if the W-2 Box 14 Usage line was already assigned to another deduction or locality.
Build Deployed In: cp82_prmded_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2073733: The Line 4 and Line 5 options were not listed in the W2 Box 14 Usage drop-down list.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Payroll >> Manage Employee Earnings History
8.2.12 (Next Quarterly Release)
Defect 2109982: A system error occurred when you saved a Z record with a labor amount that was not a whole number. This affects you if you use Costpoint with Microsoft SQL Server database.
Build Deployed In: cp82_prmerf_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.11
Defect 2109983: A system error occurred when you saved a Z record with a labor amount that was not a whole number.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.1
Defect 1921120: You received a critical error message when you tried to change the check date on the Manage Employee Earnings History screen. You were able to change the check date on a different record that is not a voided check for this same employee. The error message indicated the following: “VALIDATE_RS_OBJECT request failed.CHK_DT.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> Manage Garnishment Recipients
8.2.4
Defect 1970419: The Address field label was not highlighted in orange color if the field was updated in offline mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Payroll >> Manage Local Taxes
8.2.12 (Next Quarterly Release)
Defect 2108258: This application has been updated to display a warning message informing users if the selected W-2 Box 14 Usage line is already assigned to another locality or deduction.
Build Deployed In: cp82_prmlti_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2108423: You were able to enter a value exceeding nine characters in the Box 14 Description field.
Build Deployed In: cp82_prmlti_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.5
Defect 1997826: The Supplemental Tax Rate field should be set to 0.00 and disabled if you selected the YTD Tax option in the Tax Based On field.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Payroll >> Manage Payroll Records
8.2.12 (Next Quarterly Release)
Defect 2124677: A system error occurred when you recalculated and saved a record. The error message indicated the following: WH_STATE_CD is null.
Build Deployed In: cp82_prmptf_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.8
Defect 2063006: When you manually edited the payroll record, the value in the Reimbursements field changed to zero. This resulted in an out of balance error when you ran the Post Payroll process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2042443: When you modified the State Taxes subtask of an X/Y record and saved your changes, the following message displayed: "text not found for the resource id: PRMPTF_STATE_WARNINGS.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2042236: When you deleted a record on the Manage Payroll Records screen, you received this error message: “The column name 'SOURCE_APP_CD' is specified more than once in the SET clause or column list of an INSERT.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Payroll >> Manage W-2Cs
8.2.12 (Next Quarterly Release)
Defect 2026514: The employee's address and ZIP code on the Manage W-2Cs screen and on the Manage W-2s screen were not identical.
Build Deployed In: cp82_prmw2c_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Payroll >> Manage W-2s
8.2.12 (Next Quarterly Release)
Defect 2101486: The screen did not display the employer’s address line 2 in box c. Address line 2 should be displayed so that the Manage W-2s screen is consistent with the Manage W-2Cs screen.
Build Deployed In: cp82_prmw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2050289: If the combination of the Taxable Entity City, State, postal code, and country exceeded 40 characters, a system error occurred when you clicked Clone. The error indicated the following message: “Maximum precision is exceeded for the field TAX_CITY_NAME on line 0.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Payroll >> Post Payroll Journal
8.2.8
Defect 2066850: The Post Payroll Journal application did not process the data if it contained an LV timesheet type that used a B record type on the Manage Payroll Records screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Payroll >> Print Local Withholding Report
8.2.12 (Next Quarterly Release)
Defect 2108218: The report printed the Taxable Entity Totals for the Gross Amount, Subject Amount, Taxable Amount, and Excess Amount columns. It should print the Taxable Entity Totals only for Amount Withheld and Amount Accrued columns.
Build Deployed In: cp82_prrlcwh_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Payroll >> Print Paychecks
8.2.12 (Next Quarterly Release)
Defect 2008560: The State Disability Insurance (SDI) and state taxes YTD amounts were incorrect when you voided and reissued a paycheck.
Build Deployed In: cp82_prppchk_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 1996142: The State Disability Insurance (SDI) and state taxes YTD amounts were incorrect when you voided and reissued a paycheck.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.2
Defect 1964598: When you attempted to print paychecks for V and W records, you received a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Payroll >> Print Quarterly Federal Payroll Tax Report
8.2.12 (Next Quarterly Release)
Defect 2071711: The $7,000 FUTA Wage Limit was not displayed on Line 5 of the Federal Form 940 report.
Build Deployed In: cp82_cmnlib_cpcpr_001.zip cp82_prrfdtax_001.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.9
Defect 2070147: The $7,000 FUTA Wage Limit was not displayed on Line 5 of the Federal Form 940 report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Payroll >> Print State Overtime Wages Report
8.2.12 (Next Quarterly Release)
Defect 2124676: Report displayed incorrect data for check dates in 2023. The report displayed salaried employees when it should only display hourly employees.
Build Deployed In: cp82_prrsotw_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Payroll >> Print W-2s
8.2.12 (Next Quarterly Release)
Defect 2055076: The screen did not truncate the employee's last name if the characters, including spaces, equals the maximum characters allowed in the field. This caused misalignment when you print on pre-printed forms.
Build Deployed In: cp82_prrw2_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2075696: When you selected Employee Name as primary sorting option, the application created multiple separate PDFs that were sorted by employee ID first and then by name. The W-2s should be printed alphabetically by the employee's name.
Build Deployed In: cp82_prrw2_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2080117: When you selected the Self-Mailer option in the W-2 (Data Only) group box, the report did not display the employer identification number (EIN) in box b.
Build Deployed In: cp82_prrw2_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2108325: The W-2Cs of an employee for the same taxable entity, same payroll year, and different tax service group ID were not combined.
Build Deployed In: cp82_prrw2_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2123285: When you selected the Blank Stock/Plain Paper W-2 (Saved as PDF Files) option in the Paper group box, the report displayed unnecessary zeroes (0.00) in boxes 12, 14, 18, and 19.
Build Deployed In: cp82_prrw2_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
8.2.10
Defect 2011825: The local record was printed twice in the Locality Correction Information section on both preprinted and blank stock/plain paper reports.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2079413: When you selected the Self-Mailer option in the W-2 (Data Only) group box, the report did not display the employer identification number (EIN) in box b.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2080639: When you selected the One Copy per Page option in the W-2c (Data Only) group box, the report did not display the employee’s state in box i (Employee’s address and ZIP code).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2027683: When an employee record contained negative earnings that resulted in a W-2 amount less than zero, the Print W-2s screen report using Blank Stock/Plain Paper displayed a value of zero instead of the negative amount.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2079423: When you selected the Self-Mailer option in the W-2 (Data Only) group box, the report did not display the employer identification number (EIN) in box b.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2062607: The application stopped responding when you attempted to generate PDFs for more than 100 W-2s. This issue occurred when you sorted the report by Employee Name.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2035625: The 2023 W-2c Substitute Copy A (SSA-Approved) form and the W-3c form generated by the application have been approved by the SSA. You must apply this hotfix to be able to generate the 2023 W-2c and W-3c PDF forms.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2021621: You encountered a system error when the application processed a non-contiguous range of home organizations.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1906140: The application stopped responding when you attempted to print large data using Blank Stock/Plain Paper W-2.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Payroll >> View Salary Information
8.2.12 (Next Quarterly Release)
Defect 2099289: You were able to view the Hourly Amount, Payroll Salary Amount, and Annual Amount in the Inquiry Details section even if labor suppression is on (Suppress Labor was selected for your user account on the Manage Users screen).
Build Deployed In: cp82_prqehis_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Team Management >> Team Details
8.2.7
Defect 2056852: When you changed the information on the Salary History subtask, and the changes exceeded the salary range for the employee’s grade, the application did not display an error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Administration
8.2.2
Defect 1950307: The User Maintenance Migration application has been removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Administration >> Configuration Settings
8.2.12 (Next Quarterly Release)
Defect 2029689: The Project Level Display field item was renamed Org Level Display and moved from the Organization tab to the Project tab.
Build Deployed In:Dependent Files:
8.2.4
Defect 1997931: The names of tables that are updated by specific refresh tasks have been added under the Table Updated column on the Refresh Process tab.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Administration >> Delete Historic Project EACs
8.2.5
Defect 2016103: You encountered a system error when you selected the option One for the Project field and Lookup did not display the project list.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Administration >> Maintain Fiscal Year Periods
8.2.8
Defect 2042973: When budget periods were based on time collection periods, you could not add periods or subperiods to the Project Budget calendar. To correct this, a Budgeting tab was added that, depending on configuration, enables you to add or modify budgeting periods.
Fields on the tab are editable only if budgeting periods for your company are based on time collection periods. If the budgeting periods are based on accounting periods or subperiods, the tab is automatically updated based on values from the Accounting Periods tab.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Administration >> Maintain Project Budget Security
8.2.5
Defect 2018961: When you tried to select a project ID, you encountered a system error and Lookup did not display the project list.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Administration >> Manage Budget Version Codes
8.2.1
Defect 1944939: A system error occurred when you attempted to save a 10-character Budget Version Code.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Administration >> Manage Security Org Rights
8.2.1
Defect 1943866: Security changes did not take effect after you saved them.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Administration >> Override Project Budget Sheet Account IDs
8.2.2
Defect 1950309: The Indirect subtask has been removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Administration >> Report Table Update Process
8.2.11
Defect 2121723: During refresh of the EREPORT_PROJ_DETAILS table, pending burden and revenue amounts were not updated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.6
Defect 2012941: When you selected the Post Labor Distribution to GL as Summary Entry option in Configure General Ledger Settings (Accounting » General Ledger » General Ledger Controls) and then ran the Refresh process, EREPORT_PROJ_DETAILS and EREPORT_PROJ_TRENDS did not display the correct values and also did not tally with LAB_HS.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2016859: You encountered a refresh process error when the revenue algorithm did not include PROJ_SUM period changes.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Administration >> User Maintenance
8.2.5
Defect 2013510: The Security Org ID Lookup has been updated to display the Organization ID and Organization Name in separate columns.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1960655: You encountered performance issues when you tried to modify and save records.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Budget Administration
8.2.3
Defect 1501397: The Business Intelligence (BI) table was updated so that Budget YTD included budget detail up to and including the last closed period, but not the current period. This change enables direct comparisons between Budget YTD and Actuals YTD.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Budget Administration >> BNP_BAMMAM10
8.2.1
Description:
MAM10: Overlapping labels and fields
Customers Impacted:
Workaround Before Fix:
Additional Notes:Not encountered in 8.2 Daily systems
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Budgeting
8.2.8
Defect 2066980: The Earned Value Status Report did not display the entire range of projects that should have been included, regardless of the % complete value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2057370: You encountered delays when you loaded a project that had a large Work Breakdown Structure (WBS).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Cost Analysis
8.2.6
Defect 2025551: The labor report periods did not sync when you used sub-periods for project-based org budgets.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
New Business Budgeting >> Create Project Budget from New Business Budget
8.2.12 (Next Quarterly Release)
Defect 2092406: A system error prevented you from creating a project budget from a new business budget.
Build Deployed In:Dependent Files:
8.2.10
Defect 2092408: A system error prevented you from creating a project budget from a new business budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.2
Defect 1969371: Revenue account validation has been removed from the process of converting a new business budget to a project budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
New Business Budgeting >> Import New Business Budgets from Excel
8.2.12 (Next Quarterly Release)
Defect 2078288: After you uploaded a new business budget from Excel, it was assigned the same version number as the existing one, even though that version had a status of Complete.
Build Deployed In:Dependent Files:
Defect 2078296: The Excel upload routine did not pick up escalation and defaulted to 0%, thus preventing cost and revenue calculations.
Build Deployed In:Dependent Files:
8.2.9
Defect 2068625: After you uploaded a new business budget from Excel, it was assigned the same version number as the existing one, even though that version had a status of Complete.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2076416: The Excel upload routine did not pick up escalation and defaulted to 0%, thus preventing cost and revenue calculations.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
New Business Budgets
8.2.12 (Next Quarterly Release)
Defect 2078289: Following an automatic increase to escalation, and from that period forward, revenue amounts were lower instead of higher in both Analysis by Period and Revenue Analysis. In the latter report, the burdened cost amount was also lower than expected based on the applied revenue formula.
Build Deployed In:Dependent Files:
8.2.9
Defect 2075176: Following an automatic increase to escalation, and from that period forward, revenue amounts were lower instead of higher in both Analysis by Period and Revenue Analysis. In the latter report, the burdened cost amount was also lower than expected based on the applied revenue formula.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2053660: In Staff Escalation, future budgets did not reflect the most current escalation value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2068255: Even though Org security was properly configured, contract employees did not display in the Employee Lookup.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.5
Defect 2005655: The Funding and Revenue Analysis screens did not display the correct amounts for Funded and Estimated Value, respectively.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1976857: The revenue fee calculation did not include Cost of Money (COM) even with the Include Cost of Money Revenue Fee item selected in Configuration Settings. The Burdened Cost screen did not display COM either.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2000498: You encountered an issue when you tried to create a level 3 working budget. Even though you were able to save the budget, the status was blank and the budget fields were grayed out.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2005753: Future years did not exist in the EFY database table. As a result, new business budgets ignored future years.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1959182: You encountered persistent deadlock issues.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1950798: Fixed revenue was not recognized when you created a budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1969358: Excluded project users were still able to select a project to create a new business budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1927864: The Revenue Type lookup has been sorted.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Organization Budgeting
8.2.2
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
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Organization Budgeting >> Budget/Outlook - Revenue Analysis
8.2.8
Defect 2066283: The fee rate on the Revenue Detail subtask did not match the default fee rate on the Organization tab of Configuration Settings.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Organization Budgeting >> Budget/Outlook Resource Schedule
8.2.2
Defect 1943398: The Budgeted Org option has been removed from the Organization Type section.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Organization Budgeting >> Create Top Level Budget / Outlook
8.2.2
Defect 1940048: The Create Top Level Outlook application has been renamed Create Top Level Budget / Outlook.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Organization Budgeting >> Labor Cost Analysis
8.2.4
Defect 1994563: Generic Staff and Key Entry did not display in the labor analysis report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Organization Budgeting >> Organization Budget Cycle Initialization
8.2.8
Defect 2066280: The composite burden rates for revenue calculation were incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Organization Budgeting >> Pending Details by Org
8.2.2
Defect 1946888: The Purchase Commitment Detail application has been renamed Pending Details by Org.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Organization Budgeting >> Profit and Loss by Account
8.2.12 (Next Quarterly Release)
Defect 2082913: You encountered a system error caused by a duplicate line entry when FS Code was set to INCSTM.
Build Deployed In:Dependent Files:
8.2.11
Defect 2119283: You encountered a system error caused by a duplicate line entry when FS Code was set to INCSTM.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.2
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
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Organization Budgeting >> Rate Analysis by Org
8.2.7
Defect 2039223: The rate (%) columns displayed only two instead of four decimal places.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Organization Budgeting >> Utilization Analysis
8.2.6
Defect 2038707: The Generic Staff item did not display in the Utilization Analysis report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Organization Budgets / Outlooks
8.2.8
Defect 2063035: The Profit & Loss Details subtask did not refresh, and therefore did not display your updates even after you saved them.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2068239: On both the Direct Utilization Split and Indirect Utilization Split subtasks, the Program field of the automatically loaded first split line was not editable.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2068242: On both the Direct Utilization Split and Indirect Utilization Split subtasks, the automatically loaded split line was blank even if a program was already entered in the associated fields in Labor Utilization.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.2
Defect 1950179: Duplicate FTE records were created during the Outlooks upload process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Outlook Analysis
8.2.4
Defect 1991744: The sub-period column headers on the Hours subtask did not update after you modified Holidays.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Planning
8.2.2
Defect 1969689: The EAPP_LOG table has been removed from the data dictionary.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1920641: An option has been added in MAM10 to include pending/approved requisitions and unreleased purchase order (PO) amounts.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Project Budgeting >> All Cost Breakdown
8.2.5
Defect 2005647: The sort order has been changed so that the raw cost lines are placed above the burden cost lines. This change applies when you select Cost as report type.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Project Budgeting >> Budget/EAC Status
8.2.5
Defect 2018962: The following sections have been added with options to display top-level projects:
Details section
All: This option displays all projects.
Budgets/EACs Only: This option displays projects that include budgets or EACs.
No Budgets: This option displays projects without budgets.
View section
Combined: This option displays a combined report that allows better data viewing and exporting to Excel.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2018964: The application has been updated to enable budget/EAC calculations for any remaining top-level and lower-level projects that have start and end dates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2018969: The option to include Inactive Tasks has been removed from this report to make it consistent with other reports.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1940779: Top level projects did not display in the budget/EAC status report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Project Budgeting >> Import Budget/EACs from Excel
8.2.12 (Next Quarterly Release)
Defect 2078286: After you processed an import, the end date in the existing version of a budget or EAC was not updated to the end date of the imported one.
Build Deployed In:Dependent Files:
Defect 2095739: When Import Budget/EAC Projects was set to Projects with no error, the upload failed, and no records were imported, not even those which were error free.
Build Deployed In:Dependent Files:
8.2.11
Defect 2106539: When Import Budget/EAC Projects was set to Projects with no error, the upload failed, and no records were imported, not even those which were error free.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.9
Defect 2036749: After you processed an import, the end date in the existing version of a budget or EAC was not updated to the end date of the imported one.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.5
Defect 2012142: You encountered a validation routine error when you tried to import budgets or EACs from Excel. The routine looked at accounting periods instead of budget periods.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Project Budgeting >> Labor Analysis
8.2.8
Defect 2022525: Hours charged to a cost only pay type were included under Pending Hours.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2063174: For the Budget report type, results included details for both direct and indirect projects, even though only one or the other could be selected under Project Type.
As a related but incidental change, Project Type was changed to Labor Type, which is consistent with other reports.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2063177: For the Budget report type, the results included inactive records (such as projects, new business, and resources), even though you had not selected the checkboxes that control their inclusion.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2063213: The probability values from the new business budgets were not applied to the report when Apply Probability was selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2069858: The employee status, Active or Termed, did not display in the description. This issue occurred in Oracle systems only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Project Budgeting >> Pending Charges
8.2.5
Defect 2014124: Project ID Lookup includes a new Organization column that displays the ID of the organization that owns the project.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2014131: When you queried a project for the first time, you had to click Execute twice to populate the Pending Charges Detail subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Project Budgeting >> Project Cost Categories
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1934583: You encountered errors when you generated various labor reports with the Include Inactive Resources flag not selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Project Budgeting >> Project Labor Analysis
8.2.12 (Next Quarterly Release)
Defect 2078298: The report displayed the vendor names instead of the vendor employee names.
Build Deployed In:Dependent Files:
8.2.9
Defect 2073058: The report displayed the vendor names instead of the vendor employee names.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.6
Defect 2037007: A critical system error occurred when the PLC description exceeded 30 characters. As a workaround, the number of characters allowed in the field was increased to display complete values.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Budgeting >> Project Spend Chart
8.2.2
Defect 1950710: The report (PPA14) included actuals with burden only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Project Budgeting >> Project Status
8.2.12 (Next Quarterly Release)
Defect 2120152: In Project Status Report (PSR), the pending routine did not use the pool rate ceiling values from Projects to calculate pending burden.
Build Deployed In:Dependent Files:
8.2.11
Defect 2115189: The amounts calculated as Pending for the Indirect Cost lines did not reflect the burden ceiling values that were set in Manage Burden Cost Ceilings (Projects Domain).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.4
Defect 1995214: When you tried to view the project information for a future fiscal year, the Project Status report did not display the indirect costs for prior years.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1996715: The extra space that preceded the fiscal year of an Indirect Cost line item has been removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
Defect 1945630: You were unable to run PSR in current period projects with future PoPs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1950675: The Labor Detail subtask did not display the records for the Labor Cost line that you selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Project Budgeting >> Revenue Integration
8.2.7
Defect 2059455: Projects with the following revenue formulas did not display on the Revenue Integration screen:
FVEAC - Cost Incurred using Estimate At Completion (Funded Value)
FVETC - Cost Incurred using Estimate To Complete (Funded Value)
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Project Budgeting >> T&M Labor Analysis
8.2.12 (Next Quarterly Release)
Defect 2078290: Vendor employee names were missing from the report.
Build Deployed In:Dependent Files:
8.2.9
Defect 2073068: Vendor employee names were missing from the report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Project Budgets / EACs
8.2.12 (Next Quarterly Release)
Defect 2077225: When you created an EAC, direct labor amounts in Revenue Analysis doubled due to prior year routine (PY_DIFF).
Build Deployed In:Dependent Files:
Defect 2078293: When you added an employee to the Hours subtask, Account ID did not auto-populate the ID that was configured as a timesheet default value for that employee in Costpoint.
Note: If the account ID assigned to the employee in Costpoint does not also exist in the Project Account Group (PAG), or if no ID is found, Account ID on the Hours subtask instead defaults to the first labor account of the PAG.
Build Deployed In:Dependent Files:
Defect 2078294: After you saved a budget or EAC as final, the backend field (CURRENT_FL) that indicates the status did not update to Y.
Note: This also affected budgets saved as final in New Business Budgets.
Build Deployed In:Dependent Files:
Defect 2081147: Actuals were omitted from the EAC you created when they were not mapped to a budget sheet.
Build Deployed In:Dependent Files:
Defect 2082672: You encountered a critical system error if the date format for the period columns was configured as MMM-YY (xxx/xxx).
Build Deployed In:Dependent Files:
Defect 2091021: After you mapped accounts and created an EAC, historical revenue and cost amounts were not imported if the ACCT_FUNC_NO column was selected as 0 in the PSR_PY_SUM table. To correct this, the PY_DIFF import routine now also refers to the Planning Mapping table.
Build Deployed In:Dependent Files:
Defect 2095574: You encountered a timeout error after using Find & Replace to change the version code for a large number of budgets at the same time.
For Pick & Choose deployment: If you choose not to apply this hotfix, as a workaround, you can apply the change to a smaller number of budgets.
Build Deployed In:Dependent Files:
Defect 2102202: The direct labor cost from the posted transaction did not reflect on the Raw Cost line in Analysis by Period subtask, and instead displayed zero. This happened when the End Date of the budget is the same as the date of the last Closed Period.
For Pick & Choose deployment: If you choose not to apply this hotfix, as a workaround, you can create an EAC based on the budget then extend the end date to one more period.
Build Deployed In:Dependent Files:
Defect 2116592: While doing various tasks using the application, you experienced very slow loading of screens and other performance issues especially on large project budgets or EACs.
Build Deployed In:Dependent Files:
Defect 2120052: You experienced very slow loading of application screens when creating, committing, and approving a budget or EAC. This issue occurred in Oracle system environment only.
Build Deployed In:Dependent Files:
Defect 2123069: When you tried to create a budget or modify an existing budget, you received the critical system error "ORA-00904: 'S_BILL_RT_TYPE_CD': invalid identifier" that caused Costpoint to close.
Build Deployed In:Dependent Files:
8.2.11
Defect 2085328: You encountered slow system performance when you created, committed, or approved budgets or EACs in an Oracle environment.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2106532: You encountered a timeout error after using Find & Replace to change the version code for a large number of budgets at the same time.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can apply the change to a smaller number of budgets.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2120061: You encountered slow system performance on large projects when you created, committed, or approved budgets and EACs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2121444: When the date of the last closed period was the same as the budget end date, the last period on the Analysis by Period subtask displayed a Raw Cost value of zero even though hours existed for that employee within that same period.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, create an EAC based on the budget and extend the end date for one more period.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
Defect 2122934: When you tried to create a budget or modify an existing budget, you received the critical system error "ORA-00904: 'S_BILL_RT_TYPE_CD': invalid identifier" that caused Costpoint to close.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.9
Defect 2036829: When you added an employee to the Hours subtask, Account ID did not auto-populate the ID that was configured as a timesheet default value for that employee in Costpoint.
Note: If the account ID assigned to the employee in Costpoint does not also exist in the Project Account Group (PAG), or if no ID is found, Account ID on the Hours subtask instead defaults to the first labor account of the PAG.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2073168: After you saved a budget or EAC as final, the backend field (CURRENT_FL) that indicates the status did not update to Y.
Note: This also affected budgets saved as final in New Business Budgets.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2082703: You encountered a critical system error if the date format for the period columns was configured as MMM-YY (xxx/xxx).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2065213: When you created a new EAC from an approved EAC, the values for future periods were not copied into the newly created EAC.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2065613: On the Hours subtask, the Employee Lookup was unresponsive.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 1946348: You encountered an issue when an employee and a vendor shared the same ID. When you loaded the employee record, the ID Type column displayed Key Entry instead of Employee, and the Name column displayed the account name instead of the employee's last and first names.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2051980: When the lower revenue levels linked to the source PLC project differed from the top-level project that you selected, the latter neither picked up the bill rates for the PLCs nor calculated revenues to create a budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2053343: The warning message "Invalid ORG/ACCT Combination" has been added. This message displays when you try to save an org and an account that are not linked.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2053520: You experienced slow system performance when creating and committing an EAC.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2016098: The code for the Final Version checkbox of budgets or EACs has been refactored.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2021208: The Employee Status column has been added to the Hours subtask of a budget or EAC to enable the deletion of inactive employees from their indirect budgets and to improve performance. The Employee Status has also been added as a new item on the Query tab.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2027765: You can now create a new budget from any committed budget or EAC.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2040592: You encountered a problem with Employee Lookup when you tried to create, commit, and approve a budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2042977: When you tried to modify an incomplete budget or EAC of which you are not the current owner, you received the error message "You are not the current budget modifier."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2005564: The application erroneously allowed the deletion of rows that contain Actuals from closed periods instead of displaying the error message "Cannot delete row, as it contains actuals in closed periods." This error impacted costs and revenues.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2016100: The application now allows you to delete older versions of budgets or EACs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2016747: You encountered duplication issues when you tried to create, commit, and approve budgets and EACs.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2021186: The application has been updated to enable the addition of employees with Family Medical Leave (FML) status into working budgets or EACs through the Hours subtask. The employee lookup displays the employees with FML status.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1996737: In Analysis by Period, the amounts did not roll up when you selected higher-level projects.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1998463: The end date of a top-level project did not extend when you made the budget/EAC end date extension at a lower-level project.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2000554: You encountered an error when you tried to create an EAC.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2002513: When you tried to commit an EAC, you encountered the error "The MERGE statement attempted to UPDATE or DELETE the same row more than once."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 2006444: A logical Primary Key has been created for the Project Budget Status page.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1949378: There was a delay when loading projects in Lookup.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1949379: There was a delay in the initial population of raw data for large indirect projects.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1949381: There was a delay in creating budgets/EACs for large indirect projects.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1979030: The system did not calculate revenue for the last period of the project under these conditions:
The PoP end date is at the middle of a period.
The PLC end date is earlier than the PoP end date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1930460: A service center was not calculating revenue in Planning.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1947358: Transactions with zero record values did not display in EREPORT_PROJ_DETAILS.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1829677: The Actuals of a terminated employee were not displayed in the Staff Hours link of a newly created EAC.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1939998: When an account is tagged Inactive or is not included in the Project Account Group (PAG) but listed in MAP4 (Override Project Budget Sheet Account IDs), the account will still display in the Acct ID lookup of the project budget in BGMBP.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1940064: The application has been revised so that a non-owner may be able to complete and approve the budget and also select the Complete checkbox.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Resource Planning
8.2.12 (Next Quarterly Release)
Defect 2071794: The names of Key Entry resources did not automatically populate Lookup unless hours had already been assigned and those hours fell within the start/end date range of the budget.
Build Deployed In:Dependent Files:
8.2.9
Defect 2082688: The names of Key Entry resources did not automatically populate the Lookup unless hours had already been assigned and those hours fell within the start/end date range of the budget.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.7
Defect 2032317: Column headers that are related to available work hours have been updated to enable labor cost calculations with matching effective rates.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2055652: The FROM keyword did not display in Oracle databases. You also encountered an error when you tried to save a team.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.3
Defect 1501409: You encountered performance issues when you selected a saved team.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1963722: The Budget Resource Planning application has been renamed Resource Planning.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1863503: When committing a previously deleted assignment, you encountered the error "The MERGE statement attempted to UPDATE or DELETE the same row more than once."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1944664: The Budget by Resource application has been renamed Resource Planning.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Billing
8.2.5
Defect 2033219: You encountered a performance issue when you updated the BILLING_DETL_HIST, BILLING_SUM, and BILL_EDIT_DETL_CUM tables.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Billing >> Adjust Open Billing Detail Records
8.2.6
Defect 2003862: When you updated the Hours On Hold column in the Open Billing Detail table window, a prompt to recompute or recalculate was not displayed.
As a workaround, manually compute and enter the Hours On Hold and On Hold Amount values.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Billing >> Calculate Retroactive Bills
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Billing >> Calculate Standard Bills
8.2.12 (Next Quarterly Release)
Defect 1991422: When you ran this application with the Current Activity Only, Transactions with Zero Bill Rate, Transactions with Zero Cost Amount, and Transactions with Zero Units Quantity checkboxes selected, Costpoint applied the same Amount on Hold value to the Amount Prev Billed field on the Manage Open Billing Detail screen. This caused the Amount to Bill field to have a negative value. The Amount Billed field on the Manage Closed Billing Detail screen was also updated with the same Amount on Hold value.
Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11286_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2022075: Performance tuning has been conducted for this application.
Build Deployed In: cp82_cmnlib_calcbills_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2061323: When you selected All in the Projects Range Option drop-down list, selected the Transactions with Zero Cost Amount, Create Zero Retainage and Over-Ceiling Rows, and Create Zero Fee Rows checkboxes, and then ran this application, there were lesser zero fee rows on the Details subtask of the Manage Standard Bills application. The Amount to Bill column was also not editable.
Build Deployed In: cp82_cmnlib_calcbills_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2095799: Performance tuning has been conducted for this application to improve runtime.
Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11342_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2104501: When you ran this application, the process failed to complete.
Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_dbc_820_11355_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2106158: You encountered the following error when you ran this application: “ORA-01438: Value larger than specified precision allowed for this column.”
Build Deployed In: cp82_cmnlib_calcbills_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2115346: When you ran this application, the Direct Labor amounts on the printed Summary Invoice and Non-T&M Labor Supporting Schedule did not match.
Build Deployed In: cp82_blpgbill_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2119274: When you ran this application with the Transactions with Zero Cost Amount, Transactions with Zero Bill Rate, and Create Zero Fee Rows checkboxes selected, the Fee on Hours (FH) records were not created in the BILL_EDIT_DETL table.
Build Deployed In: cp82_cmnlib_calcbills_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2120993: You encountered a system error when you ran this application with the All in the Projects Range Option drop-down list and the Create Zero Fee Rows checkbox selected.
Build Deployed In: cp82_cmnlib_calcbills_001.zip cp82_blpgbill_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2082438: When you ran this application with the Current Activity Only, Transactions with Zero Bill Rate, Transactions with Zero Cost Amount, and Transactions with Zero Units Quantity checkboxes selected, Costpoint applied the same Amount on Hold value to the Amount Prev Billed field on the Manage Open Billing Detail screen. This caused the Amount to Bill field to have a negative value. The Amount Billed field on the Manage Closed Billing Detail screen was also updated with the same Amount on Hold value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.8
Defect 2060506: The Projects Range Option drop-down list’s default selection has been changed to One.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2064278: When you ran this application with the Indirect Costs and Include One Prior Fiscal Year options selected under Consolidated Standard/Retro Billing Options, the process failed to complete.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2013766: This issue applies for Oracle database users. When you set the Apply Burdening based on option to Current Period Rates on the Corporate Settings subtask of the Configure Project Settings application, the POOL_BASE_AMT value in the BILL_EDIT_DETL table was set to zero. This caused an incorrect amount to display on the Indirect Rate Consolidated Retroactive Billing Worksheet.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.4
Defect 1994961: The POOL_BASE_AMT value in the BILL_EDIT_DETL table was doubled when the bill included cost of money (COM) rates. This caused an incorrect amount on the Indirect Rate Consolidated Retroactive Billing Worksheet.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1960483: When the cost in excess or total cost in excess amount was equal to the total cost or total bill amount, the retainage amounts were incorrect on retroactive (combination and stand-alone) multicurrency bills with the Use Transactional Currency Billing option not selected on the Manage Project Billing Information screen.
As a workaround, you can manually edit the retainage amounts on the bill.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Billing >> Create iRAPT Billing Files
8.2.7
Defect 2035965: When you selected the Clear iRAPT File Flags checkbox, the file information for unselected bills was not removed, and the new file information did not reflect in the selected bills.
As a workaround:
Select the Clear iRAPT File Flags checkbox.
Click the Default Action (gear) icon to remove the file information.
Clear the Clear iRAPT File Flags checkbox.
Click the Default Action (gear) icon again to re-populate with the new file information.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Billing >> Manage ACRN Bills
8.2.6
Defect 1953313: When you edited the SLIN/Line Item column in the Project ACRN Details table window and then clicked Save & Continue, the column reverted to its original value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Billing >> Manage Billing History
8.2.3
Defect 1962956: The Discount Amount field should have been hidden for users with Costpoint Essentials license.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Billing >> Manage Project Product Bills
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Billing >> Post Manual Bills
8.2.2
Defect 1955255: This application allowed posting of manual bills using a subperiod with a status of Not Available.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Billing >> Post Standard Bills
8.2.12 (Next Quarterly Release)
Defect 2020807: When you posted two partial bills, the Hours to Bill value in the Manage Open Billing Detail screen was incorrect.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can zero out the Hours on Hold, put the hours back, and click Save on the Manage Open Billing Detail screen.
Build Deployed In: cp82_blpgen_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2091426: Performance tuning has been conducted for this application.
Build Deployed In: cp82_blpgen_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2093030: You were unable to reprint a reversal bill that has already been posted.
Build Deployed In: cp82_blpgen_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2098749: This application has been updated to post zero sales tax rows to the AR_SALES_TAX table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.1.0.1009.exe, DeltekCostpoint81ApplicationTier_Build01.exe, DeltekCostpoint81WebTier_Build01.exe, DeltekCostpoint81DatabaseTier_Build01.exe cp82_blpgen_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2060181: When you reversed a posted invoice, you received the following error message: “There is no billing history data for the invoice or selected invoices exist.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 1986495: You received the following error message when you clicked the Print icon on the Post Standard Bills screen: “The posting you are attempting is not in balance. This program does not allow unbalanced postings. Printing and/or Posting will not be executed.”
As a workaround, click the Default Action (gear) icon and select Print/Post Standard Bills to print and post without errors.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Billing >> Print Billing Register
8.2.4
Defect 1987251: When you ran this application, manual bills and milestone/percent complete bills were not displayed on the report. Only standard bills were shown.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Billing >> Print Billing Worksheet
8.2.12 (Next Quarterly Release)
Defect 2051949: When you ran this application with the Detail Invoices checkbox selected, you encountered a system error.
Build Deployed In: cp82_blrbillw_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2066636: When you ran this application with ID/Name or Both selected under Show for T&M Projects, the values in the ITD Hrs Billed Including this Billing column were duplicated in the ITD Hrs Incurred column.
Build Deployed In: cp82_blrbillw_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.11
Defect 2119386: When you ran this application with ID/Name or Both selected under Show for T&M Projects, the values in the ITD Hrs Billed Including this Billing column were duplicated in the ITD Hrs Incurred column.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.9
Defect 2082699: When you ran this application with the Detail Invoices checkbox selected, you encountered a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.3
Defect 1949904: When you ran this application with the Detail Invoices checkbox selected, Costpoint was getting data only for detail projects with existing rows in the BILL_EDIT_DETL table. It should have included the rows for the detail project and all levels below it in BILL_EDIT_DETL.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1931493: Burden on unallowable direct cost was reported in the Unbilled Amounts column on the Billing Worksheet.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Billing >> Print Indirect Rate Consolidated Retro Bill Worksheet
8.2.6
Defect 1985404: When you generated the report, the Original Rate and Original Amount columns were displayed as 0.0000% and 0.00 for detail invoices, instead of showing the same rates and amounts as the main invoices.
As a workaround, download the report in Excel or Word and manually edit the rates and amounts.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2007634: When you ran this application, the labels for the total amount due were incorrectly displayed if the bill included cost of money (COM) rates.
As a workaround, download the report and manually edit the labels.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Billing >> Print Standard Bills
8.2.12 (Next Quarterly Release)
Defect 2108065: When you selected the Create Zero Retainage and Over-Ceiling Rows checkbox on the Calculate Standard Bills screen and then manually edited the Retainage/Withhold/Release Amt value in Manage Standard Bills to release all previously withheld retainage amounts, the Invoice Subtotal line did not display in the printed standard bill.
Build Deployed In:Dependent Files:
8.2.8
Defect 2060510: This application now prints invoices marked as on hold with the header Not Selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2033929: When you printed a supporting schedule with the Employee/Vendor Information checkbox cleared in the Manage Supporting Schedule Formats application, you encountered a system error.
As a workaround, select the Employee/Vendor Information checkbox in the Manage Supporting Schedule Formats application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1966058: The font of the VAT/Tax ID Number field on the bill was smaller compared to the other field labels.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1981343: A critical system error occurred when you tried to print bills with the Detail Invoices checkbox selected on the screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Billing >> Print Unbilled Analysis Report
8.2.12 (Next Quarterly Release)
Defect 2109528: You were unable to run this application when you selected All from the Project drop-down list.
Build Deployed In:Dependent Files:
Budgeting and ETC >> Configure Interface Settings
8.2.3
Defect 1974452: When you imported a file into the Import Project Budgets screen, Costpoint did not read the file correctly for the direct labor costs. Costpoint read the first row of data for all periods. However, for the second row of data, the system took the amount from period 1 (instead of period 2) and used the same value for all periods.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Budgeting and ETC >> Import Project Budgets
8.2.5
Defect 1991424: When you ran this application, Costpoint automatically imported project budgets to the Manage Project Budgets By Period (PJMBDPER) application. This issue affects MSS database users.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1962850: When you imported a file into this screen, Costpoint did not read the file correctly for the direct labor costs. Costpoint read the first row of data for all periods. However, for the second row of data, the system took the amount from period 1 (instead of period 2) and used the same value for all periods.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Cost and Revenue Processing >> Compute Burden Costs
8.2.12 (Next Quarterly Release)
Defect 2062733: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.
Build Deployed In: cp82_pjpalcst_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2082572: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 2060179: The following statement has been changed from an error message into an information message to allow you to continue the process: “The pools listed below have rates that create an arithmetic overflow. Please correct these issues or do not run these specific pools. Pool: <value>, Current Period Rate: <value>, YTD Rate: <value>.”
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.4
Defect 1987250: You received the following error message when running this application: “The pools listed below have rates that create an arithmetic overflow. Please correct these issues or do not run these specific pools. Pool: <pool number>, Current Period Rate: <rate>, YTD Rate: <rate>.”
As a workaround:
On the Manage Cost Pools screen, query the service center record.
Clear the Service Center checkbox.
Select the Apply Rates to Projects checkbox.
Enter the Pool Type and click Save.
On the Pool Rates subtask, delete the pool rates lines and click Save.
Clear the Pool Type field and the Apply Rates to Projects checkbox.
Select the Service Center checkbox and enter service center information.
Click Save.
This issue also affected other applications.
Affected Application
Defect No.
Compute/Print Pool Rates
1985086
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Cost and Revenue Processing >> Compute Cobra Burden Costs
8.2.12 (Next Quarterly Release)
Defect 2100307: When you selected Project Labor Category Cobra (UDEF) under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen and then ran the Compute Cobra Burden Costs application, the process completed with error. This issue affects MSS database users.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can
select other options under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen.
Build Deployed In: cp82_aopcblab_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2101971: When you selected Project Labor Category Cobra (UDEF) under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen and then ran the Compute Cobra Burden Costs application, the process completed with error. This issue affects MSS database users.
As a workaround, select other options under the Map Labor Based on Costpoint drop-down list on the Manage Cobra Resource Templates screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.8
Defect 2070436: You encountered a system error when you ran the Compute Cobra Burden Costs process. As a workaround, you can set up the Cobra Integration Connection Information in the Costpoint Configuration Utility.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2034531: The integration transfers Costpoint's Configuration Name and Integration Owner to Cobra. This enables you to select the configuration settings and parameters that are used in Cobra.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Cost and Revenue Processing >> Compute Inventory Burden Rates
8.2.8
Defect 2068218: When you upgraded to Costpoint 8.2, you could no longer access the Compute Inventory Burden Rates application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Cost and Revenue Processing >> Compute Revenue
8.2.12 (Next Quarterly Release)
Defect 2082673: Performance tuning has been conducted for this application.
Build Deployed In: cp82_pjpcompr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2101911: When you ran this application, the recaptured over ceiling amounts were reset to zero. The previously calculated OVER_FEE and OVER_CST amounts were cleared out for lower-level projects since the ceiling was removed.
Build Deployed In: cp82_pjpcompr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2103483: You encountered a performance issue when running this application.
Build Deployed In: cp82_pjpcompr_001.zip cp82_dbc_820_11351_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2110078: You encountered a critical system error when you ran this application. This issue affects MSS database users.
Build Deployed In: cp82_pjpcompr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2110138: Costpoint did not calculate the award fee adjustment amount when there were no posted transactions on a project.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can enter a regular revenue adjustment and reverse it later.
Build Deployed In: cp82_pjpcompr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.11
Defect 2119385: When you ran this application, the recaptured over ceiling amounts were reset to zero. The previously calculated OVER_FEE and OVER_CST amounts were cleared out for lower-level projects since the ceiling was removed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.8
Defect 2052899: You encountered a performance issue when you ran this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2066044: Performance tuning has been conducted for this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2021123: Performance tuning has been conducted for this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2040521: You encountered a performance issue when you ran this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1990231: You encountered a performance issue when running the Compute Revenue screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2005806: When you ran this application, Costpoint backed out previous over ceiling amounts, which caused an incorrect Other Fee value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2028875: Performance tuning has been conducted for this application to improve performance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1962845: Index hints were added to improve this application's performance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1962847: The application was taking longer than expected to complete processing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1972609: When you changed the selection of the ITDCPFC - Other Fee on Revenue Level checkbox on the Manage Revenue Information screen and modified the fee amounts in the same period, the markup fee amounts became overstated after you computed revenue.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1945620: When both labor and non-labor cost fee overrides exist, Costpoint incorrectly calculated the fee amount.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Cost and Revenue Processing >> Compute/Print Pool Rates
8.2.12 (Next Quarterly Release)
Defect 2062667: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.
Build Deployed In: cp82_pjpcompp_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2082700: The pool rate information message displayed the decimal equivalent of the rate instead of the percentage.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Cost and Revenue Processing >> Create Multi-Job Allocation Entries
8.2.12 (Next Quarterly Release)
Defect 2114160: When you ran this application, the process failed to complete, and you found an error in the logs.
Build Deployed In: cp82_pjpmjalc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Cost and Revenue Processing >> Post Revenue
8.2.12 (Next Quarterly Release)
Defect 2000471: You did not receive an error message when you ran this application for an award fee account that had no linked account/organization.
Build Deployed In: cp82_pjppostr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2008883: When you ran this application for an unbilled account that was not linked to the project’s owning organization, you did not encounter an error message, and Costpoint completed the process.
Build Deployed In: cp82_pjppostr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2082696: You did not receive an error message when you ran this application for an award fee account that had no linked account/organization.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Defect 2082697: When you ran this application for an unbilled account that was not linked to the project’s owning organization, you did not encounter an error message, and Costpoint completed the process.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.2
Defect 1944654: Performance enhancements have been completed for this application, to improve runtime.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Cost and Revenue Processing >> Reverse Posted Pool and Revenue Journals
8.2.12 (Next Quarterly Release)
Defect 2098533: When you reversed a revenue journal entry for a project whose billing level differed from its revenue level, Costpoint generated a one-sided journal entry that was the higher level. You were also able to post the one-sided journal entry.
Build Deployed In: cp82_pjpprev_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2042862: When you reversed a revenue journal entry for a project whose billing level differed from its revenue level, Costpoint generated a one-sided journal entry that was the higher level. You were also able to post the one-sided journal entry.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Cost and Revenue Processing >> Summarize Project Ledger
8.2.3
Defect 1924748: The application was taking longer than expected to complete processing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Cost and Revenue Processing >> Update Prior Year History
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Inter-Company Work Orders >> Create IWO Allocations
8.2.6
Defect 2022090: Performance tuning has been conducted for this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2028021: When you used a job server with the Use Default or Halt option selected on the Manage Jobs screen, and the job setup included running Create IWO Allocations, Costpoint did not stop the process when Create IWO Allocations returned error messages.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.1
Defect 1937365: Performance tuning has been conducted for this application to prevent it from hanging.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Inter-Company Work Orders >> Post IWO Journal
8.2.6
Defect 2022094: Performance tuning has been conducted for this application.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Inquiry and Reporting >> Create Project Report Tables
8.2.6
Defect 2016112: You encountered a performance issue when you ran this application with the T&M Analysis checkbox selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Inquiry and Reporting >> Print Project Labor Summary Report
8.2.4
Defect 1977159: The Projects Range Option drop-down list was disabled and defaulted to All when you selected any of the following options from the Group By drop-down list:
Projects
Owning Organizations
Performing Organizations
Accounts
Labor Categories
As a workaround, select the Non-Contiguous Range checkbox and enter projects on the Project Non-Contiguous Ranges subtask.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Project Inquiry and Reporting >> Print Project Status Report
8.2.5
Defect 1984407: Under Options Level on the Print Project Status Report Screen, the label was displayed as Project Level/Alt Project Level and Below. This should have been Project Level and Below for Costpoint Essentials users.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Project Inquiry and Reporting >> Print Revenue Summary Report
8.2.5
Defect 1982612: In the Project Revenue Summary Report, the Contract to Date Value (w/o Future Mods) for the prior year was incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1978506: The Option drop-down list was disabled and defaulted to All when you selected any of the following options from the Select By drop-down list:
Alternate Project Structure
Owning Organization
Performing Organization
Project Classification
Project Type
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Project Inquiry and Reporting >> Print Revenue Worksheet
8.2.12 (Next Quarterly Release)
Defect 2090915: You encountered a performance issue when running this screen.
Build Deployed In: cp82_pjrrevw_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Project Inquiry and Reporting >> Update Project Status Report Tables
8.2.12 (Next Quarterly Release)
Defect 2091004: You experienced slow production performance when you ran this application.
Build Deployed In: cp82_pjpuppsr_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Project Inquiry and Reporting >> View Project Activity by Level
8.2.5
Defect 1985234: You received the following error message when you clicked the Execute button without entering values in the Fiscal Year and Period fields: “Error(s) This Fiscal Year/Period combination does not exist.” This defect affects Costpoint Essentials users only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Project Inquiry and Reporting >> View Project Ledger Activity
8.2.5
Defect 1991857: You encountered a system error when you ran this application.
As a workaround, click Execute without entering values in the fields under View Project Ledger Activity and then use Query to filter the results in Project Ledger Inquiry.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Project Setup >> Import Project Master Data
8.2.12 (Next Quarterly Release)
Defect 2076408: When you ran this application, the process completed with errors.
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can run the application while logged in as CPSUPERUSER.
Build Deployed In: cp82_pjpprep_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2086244: When you imported a project with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.
Build Deployed In: cp82_pjpprep_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2072943: When you imported a project with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2082326: When you ran this application, the process completed with errors.
As a workaround, run the application while logged in as CPSUPERUSER.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Project Setup >> Link Project Labor Category Rates to Projects
8.2.3
Defect 1955249: The Rate column did not default to 0.00 when Rate Type was Actual or Standard. When you clicked another row in the Project PLC Rates table window, Costpoint displayed a validation message, which then reset Rate to 0.00. The validation was not triggered when there was only a single line in Project PLC Rates.
As a workaround, you can manually update the value in the Rate column.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Project Setup >> Manage Change Orders
8.2.6
Defect 1992909: When you added records in offline mode and then switched to online mode, no records were displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Setup >> Manage Employee Work Force
8.2.6
Defect 2008885: You received the following error message when the selected employee's current date was equal to the end date in the employee's salary details: "You do not have access to this Employee."
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Setup >> Manage Modification Descriptions
8.2.8
Defect 2026444: When you updated records in offline mode, switched to online mode, and then clicked Review Updates, no offline data was displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Project Setup >> Manage Prior Year Billable Value
8.2.7
Defect 1993547: When you updated records in offline mode and then switched to online mode, there were missing or incorrect values.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Project Setup >> Manage Prior Year Unit Revenue
8.2.7
Defect 1993554: When you queried a record and clicked Options » Make Available Offline, some primary or logical keys were missing, and you were unable to edit child form fields in offline mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Project Setup >> Manage Project Labor History
8.2.6
Defect 1980616: When you queried a record and clicked Options » Make Available Offline, some primary or logical keys were missing and you were unable to edit child form fields in offline mode.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Project Setup >> Manage Project Roles
8.2.12 (Next Quarterly Release)
Defect 2101509: When you added an employee who already existed in lower-level projects to a top-level project role with the Apply to Lower Project Levels checkbox in the Roles Assigned to Users table window cleared, you received the following warning message: “User <value> with Role Code <value> already exists at lower levels and will be removed if the Lower Level flag remains unchecked. The user is found in the following lower levels: <value>.”
For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can manually search all lower project levels where the employee exists, add them at the top level, and reenter them at prior lower levels.
Build Deployed In: cp82_pjmrole_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2066065: When you added an employee who already existed in lower-level projects to a top-level project role with the Apply to Lower Project Levels checkbox in the Roles Assigned to Users table window cleared, you received the following warning message: “User <value> with Role Code <value> already exists at lower levels and will be removed if the Lower Level flag remains unchecked. The user is found in the following lower levels: <value>.”
As a workaround, manually search all lower project levels where the employee exists, add them at the top level, and reenter them at prior lower levels.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Project Setup >> Manage Project User Flow
8.2.12 (Next Quarterly Release)
Defect 2066967: When you used the Find and Replace functions to edit the Project Manager across multiple projects with the Project Mgr Allow Edit checkbox cleared, the change applied only to the first project and did not flow down to lower project levels.
In addition, when you used the Find and Replace functions to clear the Project Mgr Allow Edit checkbox, the Project Manager did not apply to lower project levels.
Build Deployed In: cp82_pjmbasic_002.zipDependent Files: deltekcostpointmaintenancerelease_8.2.8.5009.exe
Defect 2072941: When you cloned existing projects with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.
Build Deployed In: cp82_pjmbasic_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2083029: When you cloned existing projects with five levels or higher, you did not encounter the following error message: “Maximum level allowed is 4.” This issue affects Costpoint Essentials users only.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.7
Defect 2020806: When you copied a second-level project with the Project Workforce Required checkbox selected and then saved the record, the checkbox was cleared in the new record. This issue occurred because Costpoint defaulted to the values of the top-level project instead of the cloned project.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2028022: On the Dir Hrs Ceil subtask, when you clicked Copy » Copy Data to Paste into New Record(s) on a project and then clicked Copy » Paste Data on another project, the Labor Category column was blank.
As a workaround, manually add the project labor categories.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 1958940: You encountered a performance issue when running the Manage Project User Flow screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1962848: When you clicked Copy » Copy Data to Paste into New Record(s) on a project and then clicked Copy » Paste Data on another project, the following error message displayed even though the record did not yet exist on the latter project: “This record already exists. This combination of columns must be unique.”
This issue existed on the following subtasks of Manage Project User Flow:
Revenue Information » Revenue Adjustments
Dir Cost Ceil
Dir Hrs Ceil
Empl Hrs Ceil
Vend Hrs Ceil
The issue also occurred on the Award Fee subtask of the Manage Modifications application.
As a workaround, you can use Copy Data to Paste into New Record(s) and Paste Data in the corresponding stand-alone applications of the subtasks, or manually enter the new record(s) in Manage Project User Flow.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Project Setup >> Manage Revenue Information
8.2.5
Defect 1965785: When you selected the ITDCPFC - Other Fee on Revenue Level checkbox and edited the Fiscal Year field in offline mode and then switched to online mode, the Fiscal Year was blank even though it had already been modified in offline mode and the ITDCPFC - Other Fee on Revenue Level checkbox was unselected. This issue occurred when the ITDCPFC - Other Fee on Revenue Level checkbox was not selected in Configure Project Settings » Revenue.
As a workaround, click Fiscal Year and select Offline value: <value>, manually select the ITDCPFC - Other Fee on Revenue Level checkbox, and then click Save.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 1972612: When you updated multiple revenue formulas using the Find, Replace, or Paste Data from Excel functions and then saved the record, there was no prompt message for the Fiscal Year field.
As a workaround, update the revenue formulas individually.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 1982614: Fiscal Year was disabled when you changed the ITDCPFC - Other Fee on Revenue Level checkbox selection in Table View using the Replace function for a single record.
As a workaround, select or clear the checkbox in Form View.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1972619: When you changed the selection of the ITDCPFC - Other Fee on Revenue Level checkbox, Costpoint updated the value of the checkbox for all prior periods in the PROJ_REV_SETUP_ADT table.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1975918: This application has been modified to display the following updated warning messages depending on the selection of the ITDCPFC - Other Fee on Revenue Level checkbox:
When ITDCPFC - Other Fee on Revenue Level is selected, the calculations will be the same as in previous versions (7.1, 8.0). Any Fee ceilings at a lower level than the Revenue Level will not include the Other Fee at Revenue Level. It is recommended that all ceilings reside at the Revenue level for this formula.
When ITDCPFC - Other Fee on Revenue Level is unselected, Burden Fee Overrides will not be used in calculations.
In addition, for existing records, the previous error message that displays when you change the selection of the checkbox has been updated to the following:
If you change the check box, the other fee information will be cleared in the PROJ_SUM table for the Fiscal Year indicated in the screen. Do you want to continue?
These updates apply when the Revenue Formula selected on the screen is ITDCPFC (ITD Fee on Cost).
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Project Setup >> Manage Total Ceilings
8.2.6
Defect 1993768: The common folder "pj\commonpj" has been converted into a PJMTCEIL library.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Projects
8.2.7
Defect 2062058: When you upgraded to Costpoint 8.2.6, you encountered performance issues in the following applications:
Export Timesheets
Import Timesheets
Import Timesheets from Deltek Time and Expense
In addition, when you ran the following applications, the process failed to complete:
Import Accounts Payable Vouchers
Import Journal Entries
Import TE Expenses/Advances
As a workaround, clear the Show Period of Performance Warning Message checkbox on the Configure Project Settings screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2063391: When you upgraded to Costpoint 8.2.6, you encountered a performance issue with the period of performance validation. This issue existed on the following applications:
Export Timesheets
Import Accounts Payable Vouchers
Import Journal Entries
Import TE Expenses/Advances
Import Timesheets
Import Timesheets from Deltek Time and Expense
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Subcontractor Management >> Approve Subcontractor Invoices
8.2.12 (Next Quarterly Release)
Defect 2082570: The Invoiced checkbox on the Timesheet Detail tab of the Manage Open Subcontractor Detail screen was not selected for approved subcontractor invoices.
Build Deployed In: cp82_smmainvc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.11
Defect 2117652: The Invoiced checkbox on the Timesheet Detail tab of the Manage Open Subcontractor Detail screen was not selected for approved subcontractor invoices.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.11.5005.exeDependent Files:
8.2.4
Defect 1989965: You encountered an error when approving more than 20 invoices. As a workaround, edit any field in the invoice lines for manually created invoices. This workaround does not work for auto-created invoices.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1968702: Logic has been updated such that the computed sales tax functional amount matches the value in the SUBC_PROJ_BILL_HS table.
This change affects users with the Multicurrency functionality on.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Subcontractor Management >> Create Subcontractor Invoices
8.2.4
Defect 1983724: You received the following error message when you ran this application: "You cannot make the invoice line taxable when all Vendor labor rows have Sales Tax/VAT on Labor = 'N,' and there are associated rows in Invoice Labor Vendor Details subtask."
This was caused by Costpoint not creating the vendor labor tax line when the work assignment charge line you used was taxable (Taxability was set to Sales Tax) and the Charge Line Sales Tax/VAT Amt value was set to 0.00 on the Manage Work Assignments screen. The vendor labor tax line should have been created. The charge line's sales tax/VAT amount should also not affect the invoice's vendor labor tax amount.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.1
Defect 1762103: The processing time was longer when the records were not on hold than when the records were on hold.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Subcontractor Management >> Manage Open Subcontractor Detail
8.2.8
Defect 2071726: There was a missing semicolon in MSS patch dbc_82_10757, which caused incorrect data in the SUBC_TS_LN and SUBC_EXP_LN tables.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Subcontractor Management >> Manage Subcontractor Invoices
8.2.12 (Next Quarterly Release)
Defect 2069130: When you added a new invoice line, Costpoint previously displayed the following fatal error message: “New lines are not allowed when the invoice was created by the Create Subcontractor Invoices process.” This has been changed to a normal error message.
Build Deployed In:Dependent Files:
8.2.7
Defect 2042967: When you queried a subcontractor invoice voucher, the Address Code field on the Address tab was not editable.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 2002068: The Exchange Rates subtask was not editable for invoices that had not yet been approved.
As a workaround, delete the invoice and then recreate it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Subcontractor Management >> Manage Work Assignments
8.2.12 (Next Quarterly Release)
Defect 2101514: Performance tuning has been conducted for this application to improve performance.
Build Deployed In: cp82_smmwrk_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.10
Defect 2037868: Performance tuning has been conducted for this application to improve performance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.5
Defect 1988535: You encountered a performance issue when adding, deleting, editing, sorting, or closing charge lines for work assignments with more than 500 lines on the Manage Work Assignments screen.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1938006: Performance has been improved to reduce runtime when a work assignment has more than 500 charge lines.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Subcontractor Management >> Print Subcontractor Invoices
8.2.12 (Next Quarterly Release)
Defect 2106988: When you ran this application, the Cumulative Amount value was incorrect because it did not include the Current Amount value.
Build Deployed In: cp82_smrinvc_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Business Intelligence
8.2.11
Defect 2108937: The Costpoint Authentication Provider or CAP file did not include a value of Y or N for the ENABLE_PROJ_ROLE_SECCURITY session parameter. The session parameter should have matched the selection made on the Manage BI Configuration Settings screen. This defect affects you if you are trying to enable the new Project Role Security.
Defect 2109065: The Deltek_CAP.log file was not updated after the upgrade to Cognos Analytics with Watson 11.2.4 FP2. This defect prevented you from seeing the log activities while using Cosptoint Authentication Provider (CAP) withi Costpoint Business Intelligence. This defect affects both cloud and on-premises customers where the fix for cloud has been applied. If you are an on-premises customer, you need to set up the new DeltekCAP.jar file released in Costpoint BI 8.2.11.
To set up the new DeltekCAP.jar file:
In your Cognos Analytics with Watson server, create a new AAA folder in the ibm\cognos\analytics\webapps\p2pd\WEB-INF directory.
Create a lib folder in the ibm\cognos\analytics\webapps\p2pd\WEB-INF\AAA directory.
Open the webapps\p2pd\WEB-INF\lib directory and remove the DeltekCAP.jar file.
Copy the latest DeltekCAP.jar file in this webapps\p2pd\WEB-INF\AAA\lib directory.
The latest DeltekCAP.jar file is found in the \zSupport Files\CAP8.2 folder of the Costpoint BI 8.2.11 installation.
Copy the following files from the webapps\p2pd\WEB-INF\lib directory to the ibm\cognos\analytics\webapps\p2pd\WEB-INF\AAA\lib directory:
log4j-api-2.x.jar
log4j-core-2.x.jar
In your Costpoint BI 8.2.11 installation, open the \zSupport Files\CAP8.2\sample_configuration folder and look for the log4j2_deltek.xml file.
Copy the log4j2_deltek.xml file into the ibm\cognos\analytics\configuration directory.
Open the log4j2_deltek.xml via Notepad.
Set the logging level as either:
debug to log debug information. For example:
Logger name="com.deltek" additivity="false" level="debug"
OR
warning to log warning information. For example:
Logger name="com.deltek" additivity="false" level="warning"
Defect 2116428: A filter for Company, which should have been set as 1 by default, was not applied to the Project Health report. In addition, the dates were not formatted as mm/dd/yyyy.
Defect 2116441: The subtitle of the Accounts Receivable drill through report of Project Health did not follow the report layout standards.
Defect 2116445: The subtitle of the Open Billing drill through report of Project Health did not follow report layout standards. The drill through report also included rows with a total value of zero (0) when they should have been removed.
Defect 2116448: The subtitle of the Unposted Invoices drill through report of Project Health was missing. The drill through report also included rows with a total value of zero (0) when they should have been removed.
Defect 2116449: The header and subtitle of the Unbilled drill through report of Project Health did not display the company name and ending period.
Defect 2116453: There were errors in the Project backlog drill through report of Project Health, which were:
The ITD Revenue (Target) and ITD Revenue (Actual) were not added to the Project Backlog drill thru report.
The subtitle of the report did not follow the report layout standards.
Defect 2116454: There were errors in the Funded Backlog drill through report of Project Health, which were:
The ITD Revenue (Target) and ITD Revenue (Actual) were not added to the Project Backlog drill through report.
The subtitle of the report did not follow the report layout standards.
Defect 2119999: When you viewed the drill through report of Project Health and drilled through further to Project Status Report (PSR), Accounts Receivable (AR) Aging, or Open Billing, all projects were displayed. The report should have displayed only your selected projects.
8.2.9
Defect 2077115: The BOM Component Shortage Report had the following issues:
Project-related substitute parts were missing.
Quantities of substitute parts were inaccurate.
The year of the date was not formatted with four digits.
Extra footers were included, and some had text.
A column for shortage was missing.
Defect 2083714: Project Role Security was not properly applied to the results of the Revenue Summary Report Template because it used the legacy package. The report should have used the secure package in Team Content » Packages » Project Reporting.
Defect 2084757: An unexpected prompt for project ID displayed before results on the Project Health dashboard were rendered by the system.
Defect 2085465: Project Role Security was not properly applied to the results of the PSR Template because it used the legacy package. The report should have used the secure package in Team Content » Packages » Project Reporting.
Defect 2087156: There was no seamless transition from Project Manager Security to Project Role Security where you could automatically configure the settings and transfer users of the CER__PM_MGR group to the CER__ROLE_SEC users.
If you need to manually set up Project Role Security, see the instructions in the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.8 Post Installation and Configuration Guide for On-premises Users.
8.2.8
Defect 2013720: The New Hires (previous 12 months) of Protected Veterans column was missing on the VETS-4212 Report.
Defect 2022380: The EEO codes that displayed in the Details section of the VETS-4212 report did not match the EEO codes on the Summary page.
Defect 2022434: An error occurred when you opened a drill-through report on the Backlog tab of the Executive Dashboard found in Smart AI. This defect affects you if you use BI Contracts and CRM.
Defect 2022435: An error occurred when you opened a drill-through report on the Backlog tab of the Executive Dashboard found in Smart AI. This defect affects you if you use BI Contracts and CRM.
Defect 2031501: Opportunity Dashboard: When the Include in Current Pipeline selection on the This tab filter was used, duplicate filters were applied to the local levels. The duplicates led to inaccurate filtered results. As a workaround, delete the duplicate filters on each widget level when you use the Include in Current Pipeline selection on the This tab filter.
Defect 2031535: There was a default filter on the Labor Analysis tab of the PM CP Performance Analytics dashboard. As a workaround, remove the default filter.
Defect 2042794: There were excess blank pages when you browsed through the Purchase Order report. As a workaround, run the report in PDF format instead of HTML.
Defect 2051928: The COMPANY_ID query item was not linked to some fact tables and dimensions. This defect affects you if you use the Planning model and have multi-companies.
Defect 2053378: The Lead/Contact Status field on the Leads Analysis tab of the Opportunity Dashboard displayed an invalid default value. This defect resulted in missing records. As a workaround, select the appropriate checkbox value on the Lead/Contact Status field, for example, Active.
Defect 2055618: The Ending Period and Subperiod prompt on the Project Ledger Detail report was limited to 20 rows and did not display all existing periods for selection. This defect affects you if you have multiple subperiods.
Defect 2057038: The Inventory Abbrev was missing on the Content Container Label report.
Defect 2058079: The ENABLE_PROJ_ROLE_SECURITY parameter was missing in the DeltekCAP.jar file of the Costpoint Authentication Provider.
Defect 2058217: Errors occurred on several dashparts of the Executive Dashboard.
For Microsoft SQL Server users, the dashparts on the following tabs were affected:
Project Direct Exp
Project Profit
Expense
Income Stmt
Current vs Prior Year
Labor
For Oracle database users, all tabs are affected except for:
Pipeline
Backlog
Trended Rev
Defect 2058249: Errors occurred on several dashparts of the Pipeline Revenue Forecast tab of the Opportunity Dashboard.
Defect 2058303: Projects were missing in the Project prompt of the PSR Trending Analysis report.
Defect 2069636: The Headcount that displayed on the Turnover tab of the HR Management Dashboard did not match the Employee Count on the Employee Analysis tab.
8.2.6
Defect 2012950: When you used a Role Code with the Apply Charge Level Security checkbox selected in Costpoint’s Security Roles application and then accessed the Charge Activity Report in Team Content » Time » Reports, no selections were available in the Functional Role drop-down list.
Defect 2013723: The Affirmative Action Plan prompt has been added to the EEO-1 Report.
Defect 2021244: When you accessed data in the Project Planning Reporting package, only project names for existing projects were displayed.
As a workaround, create a separate query to get the project ID and name for new business projects and then use join to add the new business project names in your report.
Defect 2021920: When you ran the General Ledger Detail report in Team Content » General Ledger » Reports, Beginning Balance and Total values were displayed under the Trans Amt column. The total and subtotal labels at the bottom were also inconsistent.
Defect 2022327: The options under the Employment History Method prompt in Team Content » Human Resources » EEO-1 Report did not incliude an asterisk to indicate the company’s configured employment history method.
Defect 2029641: The Project Planning Reporting package contained a join issue that prevented you from including new business projects and existing business projects in a single report when project attributes were added beyond the Project ID. This issue affects you if you run the standard Revenue Forecast or Labor Utilization Forecast reports and might also impact custom reports.
Defect 2032623: When you a new business project and an existing project had the same Project ID and Company ID, fact records were duplicated.
Defect 2037121: This issue affects Oracle database users. The Period drop-down list on the Burdened Labor and ODC’s report in Team Content » Projects » Reports did not list options in ascending order.
Defect 2046522: When you clicked the Fiscal Period drop-down list on the Corpay Portal Vendor Listing in Team Content » Accounts Payable, the periods listed were not correct for the selected fiscal year.
8.2.5
Defect 1997301: The following columns of the Corpay Portal Vendor Listing report did not display values that were associated with the selected fiscal year and period on the prompt page:
Last 12 months # of Payments
Spend Volume last 12 months
Defect 2001321: Blank pages were generated in the Purchase Order report.
Defect 2014524: An error occurred when you generated the Employee Earnings report in Team Content » Payroll. This defect affects you if you run Costpoint Business Intelligence with an Oracle database.
Defect 2020684: The generated Data Dictionary report in Team Content » Costpoint Administration did not display the correct prompt page selections on the Selection Criteria tab.
8.2.4
Defect 1935652: The data found on the VETS-4212 and EEO-1 reports did not match the data found in Costpoint when a specific effective date was entered.
Defect 1951035: You received the following error message when you opened the reports in Team Content » Human Resources: “An error occurred while performing operation ‘sqlPrepareWithOptions’ status=’-126’.” This defect affects you if you have an Oracle database.
Defect 1956270: The Sarbanes-Oxley (SOX) area should have been accessible through the CER Accounting All Secure user group and the Shop Floor Time (SFT) area through the CER Materials Management Secure user group.
Defect 1978540: An error occurred when you clicked the Finish button on the prompt page of the Milestone Invoice Report located in Team Content » Billing. This defect affects you if you have an Oracle database to run Costpoint BI.
Defect 1987488: Users who have Execute and Traverse permissions could not see SMART objects with relative time, such as the Calendar table. As a workaround, users should be granted Read permissions to view SMART objects.
Defect 1987617: Users who were assigned to CER__HR, CER__PEOPLE, and CER__EMPL_SECURE could not view the HR Mgmt Dashboard. As a workaround, assign the users to CER__ALL or CER__PROJ_SECURE.
Defect 1998041: Errors occurred when you opened some reports in Team Content » CRM & Contracts » Reports. The reports affected were:
Contract Brief Report
Contract FAR/Supplement Report
Contract Vehicle Report
Customer Inquiry Report
Contracts Dashboard (Customer Tab)
Defect 1999610: The Vendor prompts on the Lead Time Audit Report and Lead Time Import Extraction Report did not display all vendors for lead time reports. These reports are in Team Content » Materials » Reports.
Defect 2007916: When you edited a Detail filter expression – Query, you could not use Inactive as the Contract Record Status Description in the Expression Definition field. The only available status is either A or I. This affects you if you use the Contract Backlog Report.
8.2.3
Defect 1947298: The BOM Component Shortage report found in Team Content » Manufacturing had incorrect results for subassemblies. The report did not multiply the subassembly quantities.
Defect 1956282: The following error message displayed when you generated the Project Status Report found in Team Content » Projects » Reports: "Found an internal error java.lang.ArrayIndexOutOfBoundsException." This error occurred regardless of the entries made in the prompts.
Defect 1962780: Relative Time View: The Project Manager Dashboard did not display results when the current reporting period was set to a subperiod that was less than the maximum number allowed. This error occurred with the following conditions:
The selected period was not the maximum number allowed. For example, subperiod 2 out of the maximum 5 was selected.
The future subperiods have not yet been processed.
Patch dbc_820_10806 is required to fix this defect.
Defect 1968711: There was an additional prompt that displayed after you clicked the Finish button on the initial prompt page of the Purchase Order report in Team Content » Procurement.
Defect 1969389: The amounts on the Expense, Trended Revenue, and Labor tabs on the Executive Dashboard in Company Content » Smart AI » Executive had inflated values when a selection was made in the Company ID Name filter. As a workaround, do not select a value in the Company ID Name filter when you open the Executive Dashboard.
Defect 1992253: The Corpay Portal Vendor report displayed Yes or No on the Current Payment Method field instead of the payment method used by the vendor.
8.2.2
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 1958938: A user assigned to the STD_ALL user group could not see contents of subfolders in Costpoint Administration.
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,
8.2.1
Defect 1758234: The data on the EEO – 1 Report in Costpoint BI did not match those on the Print EEO – 1 Report in Costpoint.
Defect 1928629: The fee rate was missing for the second fee line on the Standard Invoice with Backup.
Defect 1929320: Enhancements were made to the EEO – 1 Report prompts for improved usability.
Defect 1929330: An error occurred when selections were made on the Labor Location(s): prompt and the VETS 4212 report was generated.
Defect 1932599: When the Labor History data module in Smart AI was used, it displayed data for fictitious employees from the default demonstration database. This defect occurred because the associated Employee data module was not updated with records from the Employee data set. A fix was made to reestablish the link. After the fix has been installed, refresh the Employees data set or run Refresh All Dimensional Data Set Job in Company Content » Smart AI » *Jobs*.
Defect 1950235: STD_ user groups were missing on the Permissions tab of the Report folder in Time.
Dashboards >> Home Dashboard
8.2.4
Defect 1938821: When you launched a task to review an employee's timesheet after it was approved, the task launched your timesheet on the Timesheet screen instead of the employee's timesheet on the Manage/Approve Timesheets screen.
As a workaround, query the employee timesheet in Manage/Approve Timesheets.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1953368: When you applied an outstanding advance to a submitted expense report, the amount displayed on the My Expense Reports dashpart was incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Dashboards >> My Approval Tasks
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1916183: Approval tasks from other companies were available in another company.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Configuration >> Charge Trees
8.2.12 (Next Quarterly Release)
Defect 2086326: Access restrictions imposed on resource groups did not prevent employees from viewing project IDs and descriptions within charge trees.
Attention: For this correction to take effect, you must run Rebuild Group Cache Data from the Action menu.
Build Deployed In:Dependent Files:
8.2.10
Defect 2037385: Access restrictions imposed on resource groups did not prevent employees from viewing project IDs and descriptions within charge trees.
Attention: For this correction to take effect, you must run Rebuild Group Cache Data from the Action menu.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Configuration >> Employee Info
8.2.12 (Next Quarterly Release)
Defect 2097033: When the timesheet class changed in the middle of pay period, and the user did not open the timesheet because it was assigned to a proxy, the rules of the new timesheet class were not applied to the timesheet table.
Build Deployed In:Dependent Files:
Configuration >> Import Master Data
8.2.12 (Next Quarterly Release)
Defect 1953181: When the timesheet class changed in the middle of a pay period, and the user did not open the timesheet because it was assigned to a proxy, the rules of the new timesheet class were not applied to the timesheet table.
Build Deployed In:Dependent Files:
8.2.3
Defect 1974992: Import Charge performance was improved.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Configuration >> Resource Information
8.2.5
Defect 2000985: Timesheet Print report performance has been improved.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Configuration >> Resource License
8.2.12 (Next Quarterly Release)
Defect 2119937: When results included records for both new hires and rehires, you received an error when granting access to Time & Expense.
Build Deployed In:Dependent Files:
Configuration >> Security Role
8.2.12 (Next Quarterly Release)
Defect 2083150: When you turned off auto-positioning, the Security Roles and User Groups form was shortened.
Build Deployed In: cp82_te_admsecurityrole_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Configuration >> UDT01
8.2.12 (Next Quarterly Release)
Defect 2072571: You encountered a system error when you saved a new UDT01 record.
Build Deployed In: cp82_te_admudt01_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2058445: When you selected Override Start\End Dates, you cleared dates that you entered manually and the field auto-populated with a different date instead of remaining blank.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Expense >> Batch Expenses
8.2.12 (Next Quarterly Release)
Defect 2105142: After you imported a VCF40 file with an invalid expense date, you received the following error message: "ORA-01400: cannot insert NULL into ("TC_0002"."IMPORT_BATCH_EXP_EDIT_DETAILS"."LINE_DT")"
Build Deployed In:Dependent Files:
8.2.7
Defect 2054769: When you imported a Mastercard credit transaction type 20, the amount value was not displayed as a negative value.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.4
Defect 1981255: When you included a departure date for travel in a file that has an incorrect date format, you received an error when the date is not required. This should have been ignored and allowed to be uploaded blank.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Expense >> Currencies
8.2.12 (Next Quarterly Release)
Defect 2099296: When you selected BGN (Bulgarian) for the Currency code, Time & Expense incorrectly set the ISO Number Code at 100 instead of 975. During import this error caused the transaction to default to US Dollars (USD).
Build Deployed In: cp82_dbt_820_11381_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Expense >> Expense Authorization
8.2.12 (Next Quarterly Release)
Defect 2107663: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.
Build Deployed In:Dependent Files:
8.2.7
Defect 1977164: When you selected the error message "Estimate cannot equal to zero," the highlighted text was not displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2021460: This issue occurred when the UDT01 abbreviation was set to True in the General Settings application. If you added a UDT01 charge and then selected the UDT09CS lookup on the Default Charges tab, you received an error message.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.3
Defect 1967532: After you modified and submitted an expense authorization that included a request for an advance, the task updated and generated a second email alert, even though the advance had already been approved and processed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1957520: The charge approval task displayed all project managers instead of displaying only the project manager assigned to the task.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Expense >> Expense Report
8.2.12 (Next Quarterly Release)
Defect 2093711: Processing speeds lagged when you had to approve multiple expense reports in succession.
Build Deployed In:Dependent Files:
Defect 2107665: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.
Build Deployed In:Dependent Files:
Defect 2119963: Backend updates were applied to improve system performance when expense reports are loaded.
Build Deployed In:Dependent Files:
8.2.10
Defect 2088066: Processing speeds lagged when you had to approve multiple expense reports in succession.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.7
Defect 1977166: When you selected the error message "Estimate cannot equal to zero," the highlighted text was not displayed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2052294: A non-employee attendee was incorrectly validated as the owner of an expense report, which resulted in multiple errors.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2054724: The expense report workflow included tasks with dates outside the task end date.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2006365: When you added an attachment and the multi-select row feature was still selected, you received a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2021461: This issue occurred when the UDT01 abbreviation was set to True in the General Settings application. If you added a UDT01 charge and then selected the UDT09CS lookup on the Default Charges tab, you received an error message.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Defect 2031603: When you submitted a corrected expense report, the approval workflow was not relaunched and the expense report status was automatically approved.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2007984: Location was not validating all fields before allowing you to save the line to expense reports and user favorites.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2021285: When a proxy user cloned an expense report and assigned it to a different user, a system error was received instead of an error message stating the assigned user could not use the ER type.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2026700: Backup approvers were unable to approve a task unless they were manually assigned to approve it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1969340: Primary and backup supervisor roles were still receiving emails for tasks even though the Notify on Low checkbox was not selected.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1969485: When you printed multiple expense reports at the same time, large temporary files were generated.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1929636: When you submitted an expense report with a future date that was greater than the one configured for the expense type, the error message was given only after the expense authorization was applied.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Expense >> Manage/Approve Expense Authorizations
8.2.12 (Next Quarterly Release)
Defect 2107664: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.
Build Deployed In:Dependent Files:
Expense >> Manage/Approve Expense Reports
8.2.12 (Next Quarterly Release)
Defect 2107666: When the first row of the Locations tab did not already display a location and you clicked the Add Location button, you received a non-specific error message instead of one indicating that an end date was required.
Build Deployed In:Dependent Files:
8.2.5
Defect 2002929: When a workflow contained multiple tasks of a different type, the expense report closed after you approved the first task.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1987520: Two users were able to upload attachments with identical filenames. The filename has been updated to now include a portion of the employee ID when this occurs. This issue also affected other applications.
Affected Application
Defect No.
Manage/Approve Expense Authorizations
1999923
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.2
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Expense >> Per Diem Schedules
8.2.5
Defect 2006978: When you manually entered a per diem schedule row, you should have received an error message indicating that the Description field was blank.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Expense >> Print Expense Authorizations
8.2.5
Defect 1980574: You received a system error when you previewed an expense authorization with a Report Type that has an apostrophe.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2016801: When you printed an expense authorization, it included project IDs instead of the abbreviation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1976589: When you printed an expense authorization, it included project IDs instead of the abbreviation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Expense >> Print Expense Report
8.2.5
Defect 1980576: You received a system error when you previewed an expense report with a Report Type that has an apostrophe.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Time >> Approve Timesheet
8.2.12 (Next Quarterly Release)
Defect 2065628: Timesheet lines deleted from a previous period displayed when you reopened the timesheet.
Build Deployed In:Dependent Files:
Defect 2117609: When you launched an approval task but only updated the Notes tab before saving (that is, you had not approved or rejected the timesheet), the task was removed from your home dashboard.
Build Deployed In:Dependent Files:
Time >> Billing Backup
8.2.6
Defect 2020079: When a user who is not a subcontractor printed a file, the Work Assignment page was mistakenly included in the file.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Time >> Change Timesheet Status
8.2.12 (Next Quarterly Release)
Defect 1949853: When a supervisor rejected a Processed timesheet at the same time as the employee corrected it, the timesheet status changed to Rejected, but the button did not change from Correct to Undo Correct.
Build Deployed In:Dependent Files:
8.2.2
Defect 1958897: The task to replace the approval of a timesheet was not generated after you exported it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Time >> Company Work Schedules
8.2.7
Defect 2042868: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Time >> Daily Floor Check
8.2.12 (Next Quarterly Release)
Defect 2076474: When you executed Floorcheck Get Result, Costpoint populated the Report Results screen twice.
Build Deployed In: cp82_te_tmrflrchk_001.zip cp82_te_tmrtsstatus_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Defect 2080631: When the name of a timesheet class included an apostrophe, a system error occurred, and you were logged out after you ran the report.
Build Deployed In: cp82_te_tmrflrchk_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2082543: When the name of a timesheet class included an apostrophe, a system error occurred, and you were logged out after you ran the report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Time >> Export Timesheets
8.2.12 (Next Quarterly Release)
Defect 2078518: Some deleted timesheet lines remained open following export, which prevented the status from updating to Processed.
Build Deployed In: cp82_te_tmpexportts_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2078209: Some deleted timesheet lines remained open following export, which prevented the status from updating to Processed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.7
Defect 2054019: When you deleted a timesheet line and then signed, approved, or exported the timesheet, its status remained at Approved instead of Processed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2029779: When you printed a resource activity report, hours that were deleted on the timesheet were incorrectly included on the report.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Time >> Interim Timesheets
8.2.12 (Next Quarterly Release)
Defect 2078931: The Find fields were removed because they're not supported.
Build Deployed In: cp82_te_tmrinterimts_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Time >> Manage/Approve Timesheets
8.2.12 (Next Quarterly Release)
Defect 2082511: When you filtered for a selected Timesheet Class, the count for Missing included timesheets that did actually exist.
Build Deployed In: cp82_te_tmmtimesheet_approve_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.9
Defect 2081101: Timesheet lines deleted from a previous period displayed when you reopened the timesheet.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
Defect 2082512: When you filtered for a selected Timesheet Class, the count for Missing included timesheets that did actually exist.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 1978937: The Filter By and Criteria labels were positioned too close to each other.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2060978: When Filter was set to -None-, the Filter Value field was not disabled.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2066220: In Oracle systems, when you copied and pasted text into the line comment field, the line comment was not displayed in the preview or print.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2061532: After you clicked the Mass Approve button, the total count of approved timesheets was not refreshed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2020078: When you were assigned to a role that does not have permission to approve multiple rows, the Approve button was not disabled.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2007827: After you used the Reset line function for a line where you updated the hours and charge code, the totals in the lower portion of the timesheet displayed incorrectly, and you received an error indicating that the MasterServlet had failed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2017863: After the PreApprove Stored Procedure returned a warning message and you declined to approve a record, the status changed to Approved after you approved the next record.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2025808: When you approved a timesheet, you received the following error message: "TSApproveRSLineValidation.validateRow-----java.sql.SQLSyntaxErrorException: ORA-01795: maximum number of expressions in a list is 1000".
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1979011: When Group Cache lookup was enabled, the manual entry of a project (UDT02) resulted in an error stating that you were not authorized for one or more of the selected charges. This issue also affected other applications.
Affected Application
Defect No.
Timesheet
1979013
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1979194: You were unable to select and print multiple timesheets. This issue also affected other applications.
Affected Application
Defect No.
Timesheet
1979198
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Time >> Rebuild Leave Taken
8.2.2
Defect 1928708: When you were running Rebuild Leave, employees were able to access timesheets that were being processed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Time >> Resource Activity
8.2.5
Defect 2027129: When you printed a resource activity report, it still included hours that were deleted on the timesheet.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Time >> Resource Schedules/Leave
8.2.12 (Next Quarterly Release)
Defect 2038676: After you selected the Apply two column layout button, the last letter "e" of the Request Leave button was cut off.
Build Deployed In: cp82_te_tmmmgrworksch_001.zip cp82_te_tmmemplworksch_001.zip cp82_te_cmnlib_workschedulelib_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2042864: Even if you have a role to modify work schedules, you weren't able to select Edit Day or Edit Schedule.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2054239: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.5
Defect 2021107: When the default start and stop time for any work section fields was 12:00 AM, you received an error message indicating that the leave start time must be before the leave end time. This issue also affected other applications.
Affected Application
Defect No.
Work Scheddule
2021322
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1978510: After you cleared (deselected) all leave flags in a class, rebuilt, and re-logged in, the Edit Daily Schedule and Edit Day screen buttons were still active and generated a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Time >> Time Settings
8.2.5
Defect 1952255: You received an error message stating that Allow Unauthorized Charges is not allowed if you are using Group Cache Charge Lookup.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Time >> Timesheet
8.2.12 (Next Quarterly Release)
Defect 2066834: The task to sign a timesheet was not removed after you resigned it.
Build Deployed In:Dependent Files:
Defect 2073019: After a processed timesheet was corrected and re-approved, the status changed back to Processed instead of remaining as Approved, which would have allowed the corrections to be exported. This occurred when the timesheet class was configured to allow deleted lines to remain on the timesheet with hours set to zero.
Build Deployed In:Dependent Files:
Defect 2095718: When the Track Lunch Start/End checkbox was not selected in Time Settings, the value in the Time Out field defaulted to 12:00 PM and was non-editable.
Build Deployed In:Dependent Files:
Defect 2097988: The error message associated with a work assignment did not adequately indicate that issue was related to the ending date of the charge line and not the work assignment itself.
Build Deployed In:Dependent Files:
Defect 2099605: For work assignment charges, the timesheet line query was missing several columns for sorting.
Build Deployed In:Dependent Files:
Defect 2105903: Because the warning message associated with a Pre-Save stored procedure displayed at the same time as the error message, you were unable to make the correction before it opened.
Build Deployed In:Dependent Files:
Defect 2115164: When you timed out at 11:59 AM, it immediately changed to 1:00 PM when you selected a different field.
Build Deployed In:Dependent Files:
8.2.10
Defect 2082520: After a processed timesheet was corrected and re-approved, the status changed back to Processed instead of remaining as Approved, which would have allowed the corrections to be exported. This occurred when the timesheet class was configured to allow deleted lines to remain on the timesheet with hours set to zero.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
Defect 2095719: When the Track Lunch Start/End checkbox was not selected in Time Settings, the value in the Time Out field defaulted to 12:00 PM and was non-editable.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.10.5004.exeDependent Files:
8.2.9
Defect 2080638: The task to sign a timesheet was not removed after you resigned it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.9.5000.exeDependent Files:
8.2.8
Defect 1986928: The descriptions displayed for work assigment charges were incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2054716: When you printed a timesheet report, it displayed "T12_UDT02_ABBREV_ID" instead of the correct UDT02 abbreviation.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2058494: The Delete Line function did not provide the ability to retain the line with removed hours set to zero. To address this, a Do Not Allow Delete Timesheet Line checkbox was added to the Basic Information tab of the Timesheet Classes screen (Time » Time Controls). Select this checkbox if you want deleted lines retained on the timesheet with the hours set to zero for any given timesheet class.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
Defect 2066261: When you printed timesheet cell comments, which you first sorted by date and then by line number, the sorting was out of order.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.7
Defect 2042863: After you performed a charge lookup, you received a deadlock system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Defect 2054725: When timesheet class entry mode was changed to Standard and you entered leave hours on a timesheet, you received an error stating that the leave exceeded the minimum leave balance.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 2020077: When you were assigned to a role that does not have permission to approve multiple rows, the Approve button was not disabled.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 1988945: You received a system error when you added a new timesheet line and UDT charge and then selected Refresh Subtask while the timesheet was still unsaved.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2003893: Replacement Signature and Replacement Approve tasks did not display if the timesheet was processed.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2008019: When you copied data from one project to paste into another, you received an error message indicating that the record already exists, even though it does not. This issue also affected other applications.
Affected Application
Defect No.
Manage/Approve Timesheets
2008845
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2009735: The Explanation text "Timesheet created" was updated to "Timesheet Created" in Revision Audit.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2012244: When you corrected and then uncorrected a timesheet, the original transaction was removed and the leave balance was incorrect.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2027748: When you deleted a start/stop line, the timesheet hours did not update correctly after saving.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
Defect 2027757: Though the Timesheet class was set to Line Reverse on Correct, hours entered on a deleted line were not included on the exported timesheet. This issue also affected other applications.
Affected Application
Defect No.
Export Timesheets
2027758
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.4
Defect 1953369: When a supervisor rejected a Processed timesheet at the same time as the employee corrected it, the timesheet status changed to Rejected, but the button did not change from Correct to Undo Correct.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1972461: You encountered issues with charge display during charge lookup.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Defect 1986611: The sign extensibilty Java plug-in was not recognized.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
8.2.3
Defect 1961119: When you corrected a timesheet, the calculated overtime was incorrectly exported.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1974250: When UDT02 was linked with UDT07 (link 27) and the PLC (UDT07) description was modified, the Lookup still displayed the older description.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1981267: When the timesheet period was semi-monthly with Sunday as a class start date and you used a single timesheet line for two different dates, the overtime charge attached to the later date rather than the earlier one.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Defect 1983800: The Start/Stop detail line was disabled when you exported its corresponding timesheet cell and tried to delete it.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
8.2.2
Defect 1937984: When you copied a timesheet line, the charge codes on the new line did not retain the original attributes.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
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
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
Defect 1976851: When you linked UDT02 with UDT07 (link 27) and modified the PLC (UDT07) description, the Lookup still displayed the older description.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.2.5003.exeDependent Files:
8.2.1
Defect 1646648: Vendor employees received an error that they were not in the work force for the charge level of a project.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Defect 1934369: When UDT02 was linked with UDT07 (link 27) and the PLC (UDT07) description was modified, Lookup still displayed the older description.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.1.5005.exeDependent Files:
Time >> Timesheet Classes
8.2.12 (Next Quarterly Release)
Defect 2099856: You were able to save the 1st and 2nd maximum break hours with the same value in Timesheet Classes without receiving an error.
Build Deployed In: cp82_te_tmmtsclass_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.8
Defect 2031606: The Delete Line function did not provide the ability to retain the line with removed hours set to zero. To address this, a Do Not Allow Delete Timesheet Line checkbox was added to the Basic Information tab of the Timesheet Classes screen (Time » Time Controls). Select this checkbox if you want deleted lines retained on the timesheet with the hours set to zero for any given timesheet class.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.8.5009.exeDependent Files:
8.2.6
Defect 2032984: When you added or changed the total time method to Hours Proration, the PRORATE_TS_FL column remained set to N instead of changing to Y.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
Time >> Timesheet Reminder
8.2.12 (Next Quarterly Release)
Defect 2105065: After you switched to interactive email, the USER_ID was passed instead of the e-mail address.
Build Deployed In:Dependent Files:
8.2.7
Defect 2060934: Even though the Send if Hours < Scheduled checkbox was selected, timesheet reminders were not sent when timesheet hours recorded were less than the scheduled hours.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Time >> Timesheet Status
8.2.4
Defect 1981275: When you ran the Timesheet Status report, timesheets that contained lines were categorized as missing.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.4.5014.exeDependent Files:
Time >> Timesheets by Charge
8.2.12 (Next Quarterly Release)
Defect 2063180: After you had printed the report, the value you entered in the Filter field was cleared and you received an error message.
Build Deployed In: cp82_te_tmrtschrg_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
8.2.7
Defect 2052745: When a user who is not a subcontractor printed a file, the Work Assignment page was mistakenly included in the file.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
Time >> Work Schedule
8.2.12 (Next Quarterly Release)
Defect 2110020: When you requested more than 15 days of PTO, the approval task did not display on the Home Dashboard or My Desktop.
Build Deployed In:Dependent Files:
8.2.7
Defect 2054238: When you set up a company work schedule, time in and out did not allow overlapping from one day to the next for third shift work schedules.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.7.5005.exeDependent Files:
8.2.6
Defect 1949563: When you turned on Dark Mode, non-work days under the resource work schedule date displayed with a color that differed from the color designated in the legend.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.6.5001.exeDependent Files:
8.2.5
Defect 2006949: On months that start on Friday and Saturday, the calendar view was not displaying all rows, and there was no scrollbar.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.5.5004.exeDependent Files:
8.2.3
Defect 1975796: After you cleared (deselected) all leave flags in a class, rebuilt, and re-logged in, the Edit Daily Schedule and Edit Day screen buttons were still active and generated a system error.
Build Deployed In: DeltekCostpointMaintenanceRelease_8.2.3.5002.exeDependent Files:
Time >> Workflow Events
8.2.12 (Next Quarterly Release)
Defect 2072040: After you updated a queried record, "Find is not supported" was displayed on the Resource Notifications subtask.
Build Deployed In: cp82_te_tmmevents_001.zipDependent Files: DeltekCostpointMaintenanceRelease_8.2.8.5009.exe
Database Change documents detail data dictionary changes from one release to the next. To see the list of Database Change documents for Costpoint 8.2, refer to 8.2.x Data Dictionary Updates.
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