Auto Numbering

In the Firms hub, if auto numbering is enabled for firms but the Number/ID field is locked for your user role, the firm number is automatically generated.

Improved Searching of Unit tables in Mobile T&E

This enhancement applies to Vantagepoint server 3.5.8 and above.

Mobile Time & Expense now allows you to find and select unit tables, regardless of how many unit tables your company has in the database. If the unit table search results require more than one page, a Load More Unit Tables link appears at the bottom of the screen.

You can also search for unit tables that sound the same. Use this type of search to locate unit table records that have variant spellings or that contain diacritical (accent) marks or special characters; for example Anne/Ann or Martin/Martine or Smith/Smyth/Smythe.

Menu Navigation Overview Video

The Menu Navigation Overview video has been updated and added to the Look Around section of the Getting Started with Deltek Vantagepoint page that displays when you first log in to Vantagepoint. This is especially helpful for new users when they open Vantagepoint for the first time.

The video covers the following tips and tricks for navigating Vantagepoint:

• Using a shortcut to quickly access Vantagepoint menu items

• Creating more screen real estate to work with

• Using the options on the Vantagepoint main toolbar

• Accessing online help and learning aids

This video, along with all the Vantagepoint videos, is also available in Video Library help topic. To access this topic:

1. Click the help ? in the upper right corner of any Vantagepoint screen.

2. In the drop-down menu, click Learning Aids.

Defect 1432478: When you modified and then transferred the labor amount in Interactive Billing, the Employee Labor Detail report displayed the modified row with a negative realization amount instead of zero.

Defect 1396388: In Interactive Billing, you received an "Invoice file <xxx> is locked by another user" error message when you tried to add an invoice to an existing transaction entry file on the Invoice File Selection dialog box. This issue happened if any of the following occurred after you created the new file and before you tried to add another invoice to the existing file in Interactive Billing:

• You closed the Interactive Billing tab and, without moving to any other part of Vantagepoint, you logged out of Vantagepoint and then logged back in.

• You navigated to another part of Vantagepoint and then closed the Interactive Billing tab.

• Your computer went into sleep mode.

Defect 1397087: On the Interactive Billing form, when you tried to add a unit to the grid and used the Unit search field on the Billing Unit Insert dialog box to find the unit, it was slow to display units in the drop-down list in the Unit field.

Defect 1416845: This issue occurred on the Units tab in Interactive Billing when you opened the Billing Unit Insert dialog box to add a unit charge to bill. When you selected a unit, the Unit Table field was not automatically populated with a unit table (if the unit only belonged to one unit table) or the first unit table (if the unit was present in multiple unit tables).

Defect 1426197: If you transferred a partial amount of labor hours for two employees in Interactive Billing, the realization amount for the second transfer did not display on the Invoice Transaction Detail report.

This issue occurred if you has the following settings applied in Settings » Accounting » Labor Options:

• Enable Reporting Realization by Employee was set to Yes.

• Calculation Method was set to Billing.

• Frequency was set to Invoice.

In Settings » Billing » Invoice Accounts, you entered the same invoice account for both the Fee and Labor sections that you entered in the Account field in Settings » Accounting » Labor Options.

Defect 1436664: Interest records for invoices that you accepted in Interactive Billing may have been incorrectly associated with a unit section rather than an interest section of the invoice. These records are now correctly associated as interest.

Review any cash receipts for invoices with interest paid to ensure that the interest is entered for the correct interest account and to ensure that the Interest check box was selected when the cash receipt was entered. You may see a discrepancy in the Accounts Receivable section of the File Reconciliation report in Utilities » Analysis » GL Reconciliation, resulting from cash receipts that were entered incorrectly for interest.

Defect 1419036: On the Invoice Approvals form, the Open in Draft Invoices row tool option at the end of a row in the Invoices grid did not display for approvers with access to the Draft Invoice Approvals menu and read-only record access to Billing Terms.

Defect 1426949: The Invoice Totals amount on the Invoice Approvals form was not updated after you edited the fee for an invoice. You edited the fee by clicking the row tools for an invoice in the Invoices grid and selecting Open in Draft Invoices. In Draft Invoice Approvals, you changed the percentage in the Percent Complete field on the Fees tab.

Defect 1420354: EFT amounts were incorrect when more than 100 vouchers for the same vendor were included in the same run, and a separate payment was created for each voucher.

Defect 1420998: Voucher selection on the Select Vouchers to Pay dialog box behaved inconsistently when a voucher's payment terms are Hold or PWP (pay when paid).

Defect 1421913: If an employee or project has Pennsylvania as the state in their location information, the Location field on the Employees form or on the Projects form incorrectly displayed La Paz as the state. This issue occurred when the user who displayed the record did not have a default country specified on the My Preferences dialog box.

Defect 1429025: This issue occurred if you upgraded from Vision to Vantagepoint and a security role had access to all hubs in Vision but not all hub tabs. After you upgraded to Vantagepoint, when users with that role opened a record in a hub, they received a warning message about not having access to the ReadyforProcessing field.

Defect 1432677: This issue applies if you upgraded from Vision and your role settings did not have full access to firm and project records. When you viewed or created firm or project records in Hubs » Firms or Hubs » Projects, you received error messages. (This issue was caused by legacy role configuration settings that were migrated to Vantagepoint, but which were no longer applicable.)

Defect 1413051: On the Associations tab, when you clicked the firm name (that appeared as a hyperlink) in the Primary Client field, the ClientID of the firm was displayed.

Defect 1415148: If you had a user-defined opportunity lookup field in the Client info center in Vision and upgraded to Vantagepoint, that field was correctly converted to a project lookup field in the Firms hub in Vantagepoint, but the lookup still referenced the old Vision opportunity IDs, not the new Vantagepoint project IDs.

Defect 1428731: When you printed or previewed an invoice from another company in Firms » AR Review, you received an error message.

Defect 1431713: When your role had the project Record Level View filter, you received an error message when you opened AR Review in the Firms hub.

Defect 1410407: When you edited a voucher and, on the Voucher Line Items dialog box, entered an invoice number in the Billed Invoice field, the value in the Billed Phase field was removed and you could not edit the field or save the record.

Defect 1373474: When you set the Projects hub to list view and then exported a project that included a memo field, the text was exported with the HTML formatting tags visible.

Defect 1423758: On the Screen Designer form for the Project hub's Dates & Columns tab, when an administrator hid the Milestone columns for specified user roles, those users could still see the Milestone columns when they started a new project by copying a pre-existing project or when they edited the structure on an existing project.

Defect 1405629: If your security role restricts you to read-only access for project records with Approved for Use in Processing selected on the Accounting tab of the Projects form, Vantagepoint still displayed the pencil icon next to some fields for those projects, appearing to indicate that you could edit the data in those fields. Though you actually could not change the data, the presence of the icon was confusing.

Defect 1408862: This issue occurred if the PR.CreateUser field was included under the Item column of the Project Auto Number Format grid in the Expression Configuration dialog box (Settings » Workflow » Numbering). When you created a new project record while automatic numbering was enabled, the assigned project number did not match the configured auto number format.

Defect 1411555: Under certain circumstances, if you tried to create a linked promotional project using the Create Linked Promotional Project option on the Other Actions menu on the Projects form, you received the following message when you clicked Create Promotional Project on the Create Linked Promotional Project dialog box: "An error has occurred."

Defect 1422071: This issue applies if a comma (,) was entered as the Delimiter Symbol in Utilities » Key Formats » Projects. On the New Project form, when you tried to create a new project by copying from another project, you received the following error message: "The source data no longer exists or is no longer accessible."

Defect 1424337: In some cases, when you tried to copy an existing project to create a new one and Enable Overall Revenue Limit was selected for the existing project, you incorrectly received an error message on the Edit Project Structure form that indicated entry of an overall revenue phase to adjust was required.

Defect 1426269: This issue applies when you set the Create Phase option to From Project on the New Phase form. When you tried to search for an existing project in the Project field by entering the project name, the Project field sometimes did not display the existing project in the drop-down list of search results.

Defect 1428348: In some cases, when you changed a project's stage on the Projects form, the value in the Capacity Calculation field in the summary pane (Included in Scheduled and Utilization or Excluded from Scheduled and Utilization) appeared to be updated correctly based on the new stage, but actually it was not changed. As a result, if you later tried to save that project, you received an "Invalid Capacity Calculation" error message.

Defect 1436843: When you tried to add an activity to a project record, you received the following error message: "Record already exists and cannot be added." This issue occurred if a primary contact was specified for the firm in the Primary Client field on the Overview tab, which caused the firm to be populated twice on the Activities dialog box.

Defect 1426187: This issue occurred when you changed the currently selected accounting period to a prior period. If you set the date in the Basis for Planned Calculations JTD Through field on the Options dialog box in Project Review to the end date of that prior period, Project Review incorrectly displayed ETC planned billing hours, even though the project had no planned hours after that date.

Defect 1428826: On the Project Review form, when you displayed the details of a field (such as JTD Direct Consultants at Cost, JTD Direct Expenses at Cost, and so on), you could not expand to drill down into a vendor's details if their name contained a single quotation mark (').

Defect 1434876: When you logged in to Vantagepoint from the Microsoft Outlook Add-in using Windows Authentication, and you have Vantagepoint configured to use Azure Active Directory, a blank page opened and nothing happened.

Defect 1431924: This issue occurred when workflow validation was triggered in firm records through Mobile CRM. When you tried to save, you received an error message: "Cannot Insert the value NULL into column 'Status'."

Defect 1432423: When you entered a project on a timesheet with WBS2 (phases) enabled, the WBS2 line items displayed but you could not select them. This issue only occurred if WBS3 (tasks) is not enabled in your database.

Defect 1433970: When the selected period for the timesheet includes the start date of the Daylight Saving Time (DST), the hours and project entered for that timesheet period were not saved.

Defect 1404684: This issue occurred for product managers with a Timesheet Line approval role who did not also have an employee supervisor role. When these product managers selected Approval Center » Timesheet Lines, they could correctly only see their approvals. However, when they clicked the date hyperlink on a timesheet line, they could incorrectly see the entire employee record and not just their assigned projects.

Defect 1395981: When you displayed the Upcoming Generic Assignments system dashpart in a dashboard, the value displayed in the Range Hours column was, incorrectly, more than the value displayed in the corresponding ETC Hours column.

Defect 1405614: When you configured a chart dashpart with the employee dashpart base, and specified a date range for the Direct / (Standard - Absence) Hours column, the column did not display the correct value based on the date range that you specified.

Defect 1414655: If you had open credit card charges and you opened an expense report, the Credit Card Charges pane did not slide out automatically. You had to click a specific area of the bar to be able to open the Credit Card Charges pane. This issue occurred if you were not viewing Vantagepoint in a full screen window.

Defect 1428852: When you copied an existing expense report and used it every week, duplicate sort order numbers were displayed when you tried to generate the report.

Defect 1430611: When you selected an expense category from the Expense Category option on the New Expense Report Search dialog box, the expense category that you selected was changed to a different one. When you clicked Apply after selecting an expense category, some of the expense lines still used the initial expense category and did not use the new expense category.

Defect 1408298: This issue occurred if you applied the Contains operator to filter report data on the Cash Receipts report. When you ran the report, you received the following error message:  "An error has occurred during report processing. (rsProcessingAborted) Query execution failed for dataset 'ReportDataset'. (rsErrorExecuingCommand) For more information about this error, navigate to the report server on the local server machine or enable remote errors."

Defect 1410412: This issue applies for the Form 940 Worksheet and Form 941 Worksheet payroll reports. On the Options tab for the reports, the check boxes for withholding codes and contribution codes in the Additional Exempt Payments section were incorrectly selected by default.

Defect 1417854: When you tried to generate the Timesheet Analysis and Timesheet Audit reports in the French language, you and others in your role sometimes received a message saying that an "error has occurred during report processing."

Defect 1418668: When you clicked the Search & Download icon, selected all the available Detail columns, and then clicked Show Results, the last column was transferred to the second column when you generated the Employee List report.

Defect 1419511: On the Reporting form, when you searched for accounts in the Records field of General Ledger reports, there was a delay in displaying the results in the drop-down list.

Defect 1420007: This issue occurred when you selected a new record in report options, or on the Favorites tab of the Reporting form. When you clicked the report options icon and then returned to the Favorites tab to preview the report, Vantagepoint displayed a report for a previously selected record instead of the new record that you selected.

Defect 1420336: When you created and saved a new section in a favorite user-defined hub report, the new section disappeared when you reopened and updated the report.

Defect 1423907: This issue occurred when you ran a report with the Unit of Measure option set to Millimeters on the report's Layout tab. When you selected Other Actions » Email and, on the Email Report dialog box, you set the File Type option to Adobe PDF or Microsoft Excel and then clicked Send, the email file was generated with oversized column widths. This issue happened in both scheduling and direct email processes.

Defect 1426470: When you ran a report, you received the following error message: "QueryRoutines.GetExpressionEntityDelegate (none).none is not handled."

This issue occurred when you did the following:

• You selected a report that used data from a user-defined hub.

• On the New Search dialog box, you selected a custom field that was used in the user-defined hub.

Defect 1405631: When you submitted a timesheet with zero hours, you received an "Awaiting Approval for Time Detail Line" message, and the assigned approver was not able to approve the timesheet.

Defect 1436886: This issue applies when you are using multiple companies. When you clicked the lookup in the Project field of the Timesheets form, it took some time for the Project/Phase/Task Lookup dialog box to display. It also took some time before lookup results were displayed on the dialog box.

Defect 1391940: In Project search, if you selected the Project County and also used the = operator, the drop-down list was not available and you had to manually enter text in the Value field.

Defect 1436603: This issue applies if you make EFT Payments for employees, vendors, or payroll. When you set Include ICD in Immediate Origin Number to Yes on the NACHA Files Format tab in Settings » Cash Management » Banks, with the intention of appending the number 1 at the beginning of your company ID (immediate origin number), the number 1 incorrectly replaced the space before the immediate origin number. This made the formatting of the file incorrect.

Defect 1414553: When the Resource Planning module was removed or inactive, the Export Utility did not display in the Navigation pane in Utilities » Imports & Exports » Export. This issue occurred even if you owned the Accounting, CRM, or PSA modules, which should have made the Export Utility available.

Defect 1422404: This issue occurred when you created and saved a user-defined grid in Screen Designer. On the Screen Designer form for Grid Properties, if you set the grid's Field Security to Displayed and Locked for a specified user role, when a user with the specified role logged on to Vantagepoint and viewed the custom grid, the scroll bar for the grid was missing.

Defect 1424086: You were unable to add a new record in the Projects hub due to a custom field that Vantagepoint recognized as empty (blank). This issue occurred when you completed the following steps:

1. In Screen Designer for the Projects hub, you created a numeric field and then set its default value to a number that was not zero (blank).

2. In Settings » Workflow » User Initiated Workflows, you enabled a Validate Error action if your custom numeric field was empty.

3. You returned to Screen Designer and then changed the default value of the numeric field to 0 (zero).

Defect 1425891: This issue occurred when you saved a change to a grid column caption. If the field had the wrong post-conversion data type, you received the following error message: "The Code currency does not exist."

Defect 1433486: User-defined fields that are hidden for a security role in Vision 7.6 are not hidden after migrating to Vantagepoint. The fields are indicated as hidden for the role in Screen Designer, but the fields are visible for the roles.

Defect 1433487: In Screen Designer, when you changed and saved the hide/display field security rights for a role for labels and dividers, the entry appeared to be saved, but when you exited and returned to Screen Designer, the entry was not saved.

Defect 1429879: If a role did not have access to the project Bill By Default field, the Account field could populate incorrectly in Expense Report detail lines.

Defect 1435282: This issue occurred on the Record Access tab of the Roles form when you tried to set up record access restrictions for any hub using a SQL Where Clause. If your query had more than 255 characters, you received a message informing you that the value was greater than 255 characters in length and that the value was trimmed.

Defect 1419209: A workflow did not send a required alert when an event occurred if the event involved a user-defined grid element.

Defect 1403931: This issue occurred if you have an approval workflow set up for expenses, and the Automatically Approve When Most Recent Approver is Same as Current Assignee check box is selected for the approval workflow (on the General tab in Settings » Workflow » Approval Workflows in the desktop application). The email notification (Notification at Step Beginning) specified for the workflow was not sent to the currently assigned recipients.

Defect 1410451: This issue applies if you set the Use Files to Group Transactions option to Yes in Settings » Accounting » Transactions. In the Transaction Center in the desktop application, when you opened the Select Posting Run dialog box of a new voucher or an existing file, the Batch field did not display the name that was entered in the File Name field on the General tab of the Create Voucher from Purchase Orders form.

Defect 1406008: When you filtered the Posting Logs grid based on a date value, the results displayed did not match the filter criteria.

Defect 1430756: On the Invoice Lookup dialog box, when you selected an invoice of a project that had multiple phases (WBS2 level) to associate with the cash receipt transaction entry, only one phase was added to the Project Information grid on the Cash Receipt form.

Defect 1424697: This error occurred if, in the Diary Auto Numbering section of the Transaction Settings form in Settings » Accounting » Transactions, diaries were set up for your company. When you created a new journal entry or edited an existing journal entry file, you received a "Column:Org does not exist" error message.

Defect 1427096: When you combined a vendor type firm and a client type firm on the Combine Records tab of the Firms form, files from the vendor type firm were not included in the combined firm record.

Defect 1433238: This issue occurred when you set up a search and replace run to update the Secondary field in the Labor Display section of the Format tab in the Billing Terms application. On the Search and Replace form, when you set the Update Method option to Value, the drop-down list for the Value field was empty. You also could not manually enter values in the Value field.