Defect 1472450: If you logged on with the French (Canada) language and selected email options on the Email Invoice dialog box, the resulting email messages did not display the field values correctly for the selected options.

Defect 1450989: In the Pre-Invoice History section of a second pre-invoice for a project, the amount in the Cancelled column for the first pre-invoice incorrectly displayed the amount billed, instead of the amount cancelled.

Defect 1471681: This issue occurred when you accepted an invoice of a project that also had phases and tasks in the work breakdown structure. On the Invoice Accept dialog box, when you entered a value in the Phase or Task field to filter the transaction rows, you received an error message saying that no results were found, even when there were matching results.

Defect 1465868: This issue applies if your security role did not have access to Billing Terms but did have access to Draft Invoice Approvals. You could not select an invoice from Billing » Invoice Approvals to open in Hubs » Projects » Draft Invoice Approvals because the row tool icon that displayed the Open in Draft Invoices option was missing.

Defect 1454917: When you were logged in as a specific user, your search for payment records did not return any results.

Defect 1427495: When you clicked Export to Text on the Printing and Numbering page of the Vendor Payments form, the information in the output file was not in the right order.

Defect 1442969: When you clicked the Create New Run button, you received the following error message: "The multi-part identifier "CL.Status" could not be bound. The multi-part identifier "CL.Category" could not be bound. The multi-part identifier "CL.Status" could not be bound. The multi-part identifier "CL.Category" could not be bound."

This issue occurred when you configured the new vendor payment run and selected a saved favorite in the Vendor Selection field.

Defect 1469768: You were not able to page through records in a grid when using List View. This error occurred when:

• You were viewing Vantagepoint with a screen resolution of 1920 x 1080.

• You maximized the grid to full screen display. 

Defect 1453927: When you used the activity date as a search field in an advanced search, you did not get any search results because the time details were (incorrectly) included.

Defect 1463756: When you updated the value of the Reminder option on the Overview tab of the Activity form, the reminder email alerts were not sent based on the new value.

Defect 1444421: On the Time & Expense tab, when you entered values in the Labor Code field instead of selecting from the drop-down list, no results were returned from your search. This issue occurred when there were multiple labor codes entered for a level in Settings » Accounting » Labor Codes.

Defect 1468840: You experienced performance issues while using the Equipment hub in the desktop application:

• It took a long time to select many records from the Equipment lookup dialog box. 

• It took a long time to display records on the Equipment form when you used the navigation buttons to switch between records.

Defect 1464615: In the Accounts receivable grid, when you clicked View Details it took almost one minute to display the details on the Invoice Summary dialog box.

 

Defect 1431254: When an existing firm record had a Firm Type of Client and you later selected to also make it a Vendor, the firm did not display if you searched by a user defined field in Accounts Payable reports.

Defect 1459426: In the browser application, the Type column in the Purchase Orders grid on the Purchase Orders tab of the Voucher Review form incorrectly displayed Role instead of Service. The Type column did not match the purchase order type specified in the desktop application when the record was created in Purchasing » Purchase Orders.

Defect 1468846: This issue occurred when a project had a different primary client and billing client. When you entered AR comments for an invoice in Hubs » Projects » Invoices, comments were incorrectly associated with the primary client, instead of the billing client. The AR comments could not be seen in Hubs » Firms » AR Review. Additionally, comments that were entered in AR Review in the Firms hub could not be seen in AR Comments in Invoices in the Projects hub.

Defect 1454925: This issue occurred if you do not have the Accounting module. In the Projects hub, when you tried to edit the saved search list, you received an "Invalid column name" error message.

Defect 1462008: This issue occurred when you added the first phase to an existing project or added the first task to an existing phase. If you did not specify either an Actual Start Date milestone or an Estimated Completion Date milestone for the new phase or task, the plan start and end dates for the phase or task incorrectly defaulted to tomorrow's date. In this situation, the plan start and end dates for the first phase added to the project should default to the project's plan dates, and the plan dates for the first task added to a phase should default to the parent phase's plan dates.

Defect 1463527: If you added a new contract for a project in the Contract Management grid on the Contract tab of the Contract Management form and, without saving, you then expanded the project structure for the new contract in the Contract Totals grid and entered contract detail, you received a "Cannot insert the value NULL into column 'ContractNumber'..." error message when you tried to save.

Defect 1454374: On the Labor tab of the Draft Invoice Approvals form, when you set the Status field to Hold for a transaction, you received the following error message: "Violation of PRIMARY KEY constraint 'billLabDetailPK'. Cannot insert duplicate key in object 'dbo.billLabDetail'." (You instead had to use the Hold option on the grid toolbar to change the status.)

Defect 1474022: The Invoice Preview tab on the Draft Invoice Approvals form did not properly load and display the draft invoice for review.

Defect 1464430: In some cases, when you added phases or tasks to a project by copying existing phases or tasks, those new phases or tasks were added correctly to the project work breakdown structure (WBS), but they did not appear in the WBS when you displayed the project plan. Upgrading to version 3.5.11 will prevent this problem from occurring when you add new WBS elements in the future, but it does not fix incorrect data created in earlier versions. If you discover a discrepancy between a project WBS in plans and the same project WBS elsewhere (the Edit Project Structure grid, for example), contact Deltek Customer Care about running a script to correct your data.

Defect 1465332: When you set the Charge Type option to Overhead for a project, the Project Currency field was not displayed on the Overview tab of the Projects form.

Defect 1466487: When you upgraded from Vision to Vantagepoint, the values for Estimated Project Start and Estimated Project Completion did not get carried over to the Milestones grid on the Dates & Costs tab of the Projects form.

Defect 1447026: This issue applies to project managers who did not have an employee supervisor role, but did have rights to approve timesheet lines in the Approval Center. When you clicked the hyperlink in the Date column of the Timesheet Lines grid, you were able to view the employee's entire timesheet record, which included projects that were not associated with your role.

Defect 1440042: When you resized or moved a dashpart, the mouse pointer got stuck and continued to resize or move even when you released the mouse button.

Defect 1425025: When you approved expense lines, you received a popup message saying that the approval was completed but the screen kept displaying "Please wait..."

Defect 1417047: On the Office Earning report, the drill down for projects displayed incorrect values in the Total Expense Billing column. (This issue occurred because settings in the Time Frame Options section on the Options tab of the report options were not applied.)

Defect 1442726: This issue occurred when you had no access to the Accounting module or to the Time and Expense module. The AR Aging, Employee Utilization, and Key Financial Metrics reports associated with these modules were incorrectly available on the Favorites tab of the Reporting form. If you tried to delete one of these reports, you received the following error message: "Cannot delete this report because it is used on the <report name> dashpart."

 

To be able to delete the favorite reports, use Edit mode in My » Stuff Dashboards to delete this dashpart from the Dashpart Library.

Defect 1444353: When you tried to generate the Project Forecast report and included a date/time type user defined field from a user-defined tab in the Projects hub, the report did not generate and you received the following error message: "An error has occurred during report processing. (rsProcessingAborted) Query execution failed for dataset 'ReportDataset'. (rsErrorExecutingCommand) For more information about this error navigate to the report server on the local server machine, or enable remote errors."

Defect 1446489: This issue occurred in the report options for List reports (for example, Firm List or Contact List report). When you displayed the selections in the Records field, there should not have been an option for you to add new firm or contact records.

Defect 1448919: This issue occurred when you set the Time Frame option to Date Range on the Options tab of the options form for an existing favorite report that was based on the Account Analysis report. You could not save or run the favorite report from the report's options form.

Defect 1466771: When journal entries were posted at the same time in the Transaction Center, the Account Analysis report did not display certain journal entry postings or had incomplete transaction details.

Defect 1466845: When you generated the Consolidated Income Statement report, data from companies that were not included in the consolidation group specified in the Consolidation Group field on the Options tab of the report options was displayed, even though data from those companies should not have been included.

Defect 1469193: Two issues were fixed for General Ledger reports:

• For the Balance Sheet report: When you used the Organization field on the Options tab to filter the report by organization, it did not honor the filter. The report included organizations that it should not have included.

• For the Balance Sheet, Income Statement, and Account Analysis reports: When you added an organization for grouping and sorting on the Columns & Groups tab for the report, records without an organization were not included on the report. These records should have displayed at the beginning of the report.

Defect 1476345: The following issues occurred when you ran the Labor Resource Planned and Actuals report:

• Some of the planned and actual values displayed #### rather than the actual values.

• When you selected Organization in the Grouping and Sorting section on the Columns & Groups tab, the organization did not display in the report.

Defect 1479377: When you ran the AR Statement report, you received the following error message: "Object reference not set to an instance of an object." This issue occurred if you specified the following report options before you ran the report:

• In the Statement Sort/Group section of the Options tab, you selected any record in the drop-down list in any of the fields (First through the Fifth fields).

• On the Columns & Groups tab, you selected the Hide Document Map check box.

Defect 1478256: When you ran the Employee Labor Detail report with the Debit Account column included and the time frame selected for the report was Date Range, you received the following error: "An error has occurred during report processing. (rsProcessingAborted) Query execution failed for dataset 'ReportDataset'. (rsErrorExecutingCommand)."

Defect 1450427: If on the Time & Expense tab in the Employees hub your Timesheet Administration Level was set to Group, but you did not have rights to edit timesheets for other employees, you were still able to select the For Someone Else option when you tried to add a new timesheet in My Stuff » Timesheet.

Defect 1462966: You were unable to save or submit your timesheet and kept getting the loading icon (the spinner). This occurred when you tried to submit timesheets for projects associated with an organization that is different from your organization.

Defect 1477182: On the Timesheet form, when you clicked Submit, all timesheet line items in the grid with hours entered for them were removed from the timesheet, except the last row in the grid. This issue occurred if you do not use approvals and unit entry for timesheets, and you require employee signatures on timesheets.

Defect 1448786: This issue applies if you have CRM Plus but not Accounting. When you performed a vendor lookup in the C. Proposed Team section on the Page 1 tab of the SF330 Proposals form (Proposals » SF330 Proposals in the desktop application), the Vendor lookup dialog box did not display the correct search results when you entered a value in the Search Text field.

Defect 1412815: This issue applies if you are using the French language for Vantagepoint. The French translation for the Phase Name column label was incorrect on the Default Distribution tab of the Purchase Orders form (Purchasing » Purchase Orders in the desktop application). The label should have been "Nom de la Phase" instead of "Nom du Phase." 

Defect 1455106: On the Purchase Orders form in the desktop application, when you closed a purchase order while in List View and then clicked the Print Status Report option, the Last Modified By column in the report was not updated accordingly.

Defect 1464772: When you clicked a vendor link on the General tab of the Purchase Orders form in the desktop application, a browser application window displayed the wrong vendor record.

Defect 1468265: In Purchase Requisitions, you were able to copy or save a purchase requisition record with a dormant project on the Cost Distribution tab. In Purchase Orders, when you clicked New » Create PO from Requisition, the same dormant project was carried over to the Default Distribution tab of the new purchase order record.

Defect 1470544: You were able to create a purchase order record without a task specified on the Default Distribution tab. This issue occurred for projects that have phases that are Inactive and tasks that are dormant.

Defect 1462556: Overhead projects were incorrectly included on the Projects tab of the Employee Card due to a billing transfer. (Only regular and promotional projects should be included on the Projects tab of the Employee Card).

Defect 1463142: When you upgraded from Vision to Vantagepoint, any security role that had access rights to a hub could also access custom grids on custom tabs that were hidden for their security role.

Defect 1467154: If you used Screen Designer in Vision to set up a check box as required for a type of role (Accounting and/or CRM), you had no way to change that Required property after you upgraded from Vision to Vantagepoint. Making a check box required is no longer an available option in the Vantagepoint Screen Designer. To resolve this issue, the upgrade process from Vision to Vantagepoint now automatically removes the Required property for all check boxes.

Defect 1444463: When an existing search contained grouped conditions that were entered using the advanced settings for the search criteria and you used the Save as New Search option to create another search with the same criteria, the search conditions for the new search were not saved correctly and did not match the conditions for the original search.

Defect 1459439: This issue occurred for existing saved searches with the following settings:

• On the Search dialog box:

• The Advanced Settings option was used.

• The saved search had multiple grouped search criteria. 

• On the Save Options dialog box, set the Save For option for Everyone.

When you changed the Name option on the Save Options dialog box, the search conditions in the saved search were changed; the conditions in the grouped search criteria were shuffled.

Defect 1466453: When you tried to display the State/Province list on the Lists form, you received an "invalid page append" error message. This issue occurred when the country that you specified in Default Country on the Defaults tab of the My Preference dialog box contained more than 100 states.

Defect 1465394: This issue occurred if:

• A role was configured with no access to a user-defined hub, but had specific record level security configuration to view some data from the user-defined hub. 

• A user-defined field in another location in Vantagepoint pulled data from that user-defined hub. 

When a user-defined field was used by a user with the configured role, the user-defined field displayed all related data from the user-defined hub, instead of applying the specific record level security configuration for the role. 

Defect 1444539: When you used a multicompany database and your active company was not your home company, you were unable to select any project in the Single Project field on the Time Categories form.

Defect 1407242: When you copied a transaction line and then updated the phase for that transaction, the original phase name and number were displayed after you saved the transaction.

Defect 1465765: On the AP Invoice Approvals form, an AP invoice record was automatically approved even when you received the following error message: "Transaction (Process ID <XXX>) was deadlocked on lock resources with another process and has been chosen as the deadlock victim. Rerun the transaction."

This issue occurred when multiple AP invoice records were being approved simultaneously and the approval workflow was set up to skip multiple steps when you click the Submit or Approve action.

Defect 1430659: When you updated an existing AP Voucher and you entered a voucher number that was the same as the invoice number, the information in the Bank field was removed. Since it was a required field, you were unable to proceed with the process because the field was shaded (grayed out).

Defect 1412248: You could not change the value in the Invoice Date field for a voucher on the Accounts Payable form, and you received an error message saying that the invoice already existed in the file.

Defect 1477176: This issue applies if you use a single currency in Vantagepoint. On the Invoice and Receipt form, when you clicked + Add Invoice History below the Invoices grid, you could not enter or update an amount in the Amount column in the grid.

Defect 1455308: When you ran the QuickBooks Online integration, the first line of the shipping and billing address for a customer that was entered in Vantagepoint was the only part of the address that was updated in QuickBooks Online. This caused incorrect tax to be calculated on an invoice.

Defect 1411725: On the Change Number tab, the New Project field was shaded (grayed out) and you received this error message: "New Project: Project already exists." This issue occurred when autonumbering was enabled and override was turned off.

Defect 1448174: On the Projects' Organization form, you were unable to select a specific project for key conversion. This issue occurred when, on the Overview tab in the Projects hub, the Organization that you set at the project level (WBS1) was in a different company, while the Organization that you set at the phase or task level (WBS2 or WBS3) was in the active company.

Defect 1464584: This issue applies to jobs that you run in Utilities » Process Server » Queue Manager. On the Queue Manager form, when you tried to display the Process Queue details of a job (for example, Batch Billing), you received the following error message: "Object reference not set to an instance of an object."

Defect 1471716: When you used the Batch Deletes utility to delete a record from the Firms hub, you received the following error message: "The multi-part identifier "ClientCustomTabFields.CustSource" could not be bound."

Defect 1457590: This issue occurred when you used search and replace to replace the value of an option for a firm record on the Vendor tab of the Firms form (Hubs » Firms » Firms). Instead of modifying the selected firm record, Vantagepoint updated all the firm records.