Update Master Record and Detail Record API Endpoints for Transaction Entries to Support the FilterHash Functionality

The master record and detail record API endpoints for transaction entries now support the filterHash functionality. The filterHash query string parameters allow you to limit results data further by supporting advanced filter options through the use of an encoded array of values.

For more information about the filterHash query string parameters, see the Deltek Vantagepoint API Reference documentation.

Key Format Updates on Synced Project Records 

When you run the Key Format update utility in Utilities » Key Formats » Projects in Vantagepoint, the sync between project records in Vantagepoint and PIM is maintained. For example, if you run the key format utility to change the value in the project number Field Length field from five characters to seven, the utility changes both the project number in Vantagepoint and the corresponding project number in PIM.  

Key Conversion Updates on Synced Project Records

Similarly, when you run the Key Conversion update utility in Utilities » Key Conversions » Projects in Vantagepoint, the sync between project records in Vantagepoint and PIM is maintained. For example, if you run the key conversion utility to change the project number (on the Change Number tab of the Projects form in Key Conversions) from 12345 to 67890, the utility changes both the project number in Vantagepoint and the corresponding project number in PIM.

Prerequisites for Ensuring that the Updates Sync Correctly

To make sure that the key format or key conversion update syncs to PIM successfully, you complete two actions:

1. On the Setup tab in Utilities » Integrations » PIM, you must select the Enable Sync to PIM option and select the relevant Projects hub charge type options (Regular, Overhead, and/or Promotional).

2. To verify that you can connect from Vantagepoint to PIM, click the Test Connection button, which is located beside the PIM Shared Secret field at the top of the integration form.

Use a Read-Only Alternate Reporting Database for Resource Planning and Project Reports

This enhancement applies if you use the Vantagepoint on-premises product.

Previously, Resource Planning and Project reports that used a Planning budget source (specified in the report's options) ran against the OLTP database even if you set up an alternate reporting database in the Weblink utility. Now you can use a read-only alternate (replica) reporting database for these reports. To support this change, the fields below the Alternate Planning Temp Database check box on the Report Server tab in the Weblink utility have been updated.

For more information review these help topics:

• Report Server Tab of the Weblink Form

• Use a Read-Only Alternate Reporting Database for Resource Planning and Project Reports

Defect 1603462: In the 1099-NEC and 1099-MISC electronic files to submit to the IRS, some of the vendors were listed twice.

Defect 1610537: This issue occurred when you edited information for a vendor in a 1099-MISC or 1099-NEC work file and you selected the Corrected check box for the vendor. When you generated the electronic file with the 1099-MISC or 1099-NEC data, position 6 for the vendor should have showed G to indicate that it was a correction. Instead, position 6 was blank.

Defect 1601824: This issue occurred when you included in the Labor Cross Charge run information from employees who belonged to a dormant organization. When you clicked OK to continue the cross charge process, nothing happened and you received an error message.

Defect 1575307: This issue occurred when, on the Revenue Generation form, you clicked Update % and then clicked either Show Budget at Cost or Show Budget at Billing. If you then changed the overall percent complete for a project on the Update Percent Complete dialog box, the change was not saved.

Defect 1604306: When an empty string rather than a single space was passed for the WBS2 and WBS3 fields for the call that you made using the POST Create a Project API endpoint, your request was processed successfully. You should have had received the following error message instead: "Message": "Stage or Task cannot be blank."

Defect 1591128: When you generated invoices as PDF files, the invoices did not display the complete footer information that you had specified. This issue occurred when you entered information in the Invoice Footer field that exceeded the default number of lines for the invoice footer height.

Defect 1601593: This issue occurred when you set Fee Method to Percent Complete by Phase, as Percent of Fee at the project (WBS1) level in Billing Terms. Add-on fees entered at the project level were not correctly applied to billing phases that were posted by phase to phases/tasks. This caused the add-on amount to be omitted from the tax basis for calculating the tax on an invoice.

Defect 1392330: This issue applies if you use billing groups and the Release Holds Automatically option is set to Yes in Settings » Billing » Options. In Interactive Billing, when you put transactions on hold for a subproject in a billing group and then accepted the invoice, the status for the transactions on hold should have automatically changed from Hold to Bill. Instead, the status of the transactions remained at Hold and you had to manually change the status to Bill.

Defect 1591347: On the Expenses tab in Interactive Billing, an AP voucher line item was missing from the Expenses grid. On the Project Detail report, the line item’s status showed as Final Billed and it should have showed as Billable. This issue occurred in the following scenario:

1. In Hubs » Firms » Voucher Review, you opened the Voucher Details dialog box for the voucher line item.

2. In the Billed Invoice field in the Voucher Line Items grid, you selected a billing invoice to associate with the voucher line item and saved this change.

On the Expenses tab in Interactive Billing, the expense was correctly not showing in the Expenses grid because it was now associated with an invoice.

3. In Voucher Review, you removed the invoice for the voucher line item in the Billed Invoice field.

The line item should have displayed again on the Expenses tab in Interactive Billing and on the Project Detail report as a billable expense. Instead, it was missing from the Expenses tab in Interactive Billing and showed as Final Billed on the Project Detail Report.

Defect 1599724: On the Labor tab in Interactive Billing, you received an error message when you tried to write off a single line item in the Labor grid if it had no labor hours entered for it. (You should have been able to write it off.)

Defect 1599992: This issue occurred on the Units tab of the Interactive Billing form when you tried to modify the description of a billing unit. On the Billing Unit Modify dialog box, the Unit Table field either displayed None or a warning message saying that it was a required field, even when you selected a unit table.

Defect 1602874: On the Labor tab of the Interactive Billing form, when you used the filter option for the Transferred from Project field and then entered search parameters in the Transferred from Phase or Transferred from Task fields, the grid displayed similarly named phases and tasks that did not belong to the project.

Defect 1606024: When you added a contact with multiple email addresses as an email recipient of an invoice from Interactive Billing, the invoice was only sent to the first email address entered for the contact in the Contacts hub. This issue occurred when there was a space after the semicolon that separated the first email address from the other email addresses of the contact.

Defect 1608245: When you selected the Allocate Billed Revenue on Fee Invoices Based on Category option on the Fees tab in Billing Terms and you had duplicate billing phases and phase names for the project, the tax basis for an invoice was incorrect.

Defect 1612395: This issue occurred in Interactive Billing when you tried to send an email message with an invoice attached to it. On the Email Invoice dialog box, when you selected user-defined contact or employee project role fields as recipients, the email message was not sent successfully.

Defect 1613214: When you cleared the Show Non-Billables on Detail Tabs check box on the Billing Session Options dialog box in Interactive Billing, you could view only the total expense amounts, and not the billable expense transaction details, on the Expense tab.

Defect 1561622: Timesheet comments that were entered manually in the Timesheet application displayed with a mix of different font types and sizes when you did the following:

• In Billing » Interactive Billing you previewed a draft invoice and its Billing Backup report or downloaded them to Word. The font for the timesheet comments on the invoice and report did not correctly follow the font settings for the billing invoice template on the Misc tab in Settings » Billing » Invoice Template Editor in the desktop application. This issue occurred if the HTML Formatting check box was selected for the invoice template on the Misc tab.

• In My Stuff » Reporting, for project type reports, the font for the timesheet comments on the reports did not correctly follow the font setting entered on the Layout tab of the report options.

Defect 1410208: If you tried to filter the contents of the Invoices grid on the Invoice Approvals form based on the Update By grid column, the filter drop-down list should have listed each name once so you could select the one that you wanted to filter by. Instead, it listed some names multiple times, making the selection list difficult to use.

Defect 1578209: In List View, the record sorting in the grid on the Credit Card Reconciliation form did not change when you clicked the grid headers.

Defect 1530238: This issue occurred when you set the Date Format to d/M/yyyy in My Preferences. When you navigated to Cash Management » Credit Card Review, set the Time Frame option to Statement Date Range, and specified a date range, you received an error message.

Defect 1549653: This issue occurred when, in Payment Run Settings, you set the Payments to Include option to EFT Only. If the EFT type specified for a vendor did not match the one set up for the bank selected for the voucher, the Payments grid of the Vendor Payments form did not display any payments.

Defect 1593453: When you ran the Cash Requirements report, it showed amounts that were higher than the amounts included in the payment run. This issue occurred only for automatic payment runs.

Defect 1574978 and 1605020: Various corrections have been made to French (Canadian) and French (France) translated text in Vantagepoint.

Some examples:

• Nouns that incorrectly used masculine or feminine articles were corrected, based on the value of the Vantagepoint system label for those nouns.

• Missing articles and acute accent symbols were added.

• On the Invoice History tab in Billing » Interactive Billing, when you select an invoice and click Void, the warning message that you receive contains two buttons. Both buttons incorrectly had the same label, Annuler (Cancel). The button on the left is now labeled Annuler la Fracture (Void).

Defect 1604076: When you logged in to Vantagepoint using the English (United States) language and then displayed the advanced options of a saved search in a user-defined hub, the Save Options dialog box was blank and you were unable to click the Delete option.

Defect 1606643: If the Accounting module with a blank password was missing for a database that used the PSA module, accounting-related features did not work correctly in the Vantagepoint hubs.

Defect 1456495: When you tried to update an activity with an attendee, you received the following error message: "You do not have rights to update this record." This issue occurred even if you had the appropriate rights to edit the activity record and the attendee's employee record. 

Defect 1574248: When you entered a contact name in the Attendee field on the Overview tab of the Activities hub, the drop-down list included contacts that were irrelevant to your search criteria.

Defect 1578868: When your role has limited access to employee records and you used the advanced search, the activity search returned fewer results than were returned in List View.

Defect 1598106: When more than one employee changed the reminder settings for an activity, that activity then displayed one time for each employee who had changed the settings. This resulted in the activity displaying multiple times in the Activities hub.

Defect 1541516: This issue applies if you added a contact to an activity from a hub other than the Contacts hub. On the Contacts form, the Last Activity field in the Summary pane did not display the activity date when the contact was only added as an attendee, and not as the activity's owner or primary contact.

Defect 1584017: This issue occurred if you did not have the Administrator user role. On the Contacts form, you received an error message when you tried to assign a name in the Owner field.

Defect 1607576: When you clicked Add Touchpoint and then selected the Add More Activity Information link in the Contacts hub, there was no firm associated with the Touchpoint activity. However, if you clicked Add Touchpoint and then saved, the firm was correctly associated with the Touchpoint activity.

Defect 1249695: If you tried to add an employee record with a '|' as part of your entry in the Employee ID field, the error message that you received did not provide a correct description of the problem.

Defect 1531771: On the Activities tab of the Employees hub, you were able to view private activities even when you were not set as an attendee or did not have access rights to another employee's calendar.

Defect 1541481: This issue occurred if you use multiple companies in Vantagepoint. When you selected an employee on the Employees form and then selected Actions » Associate with New Company, you received an error message and the process did not complete.

Defect 1544475: On the AR Review form, when you used the filter to refine the list of records in the Accounts Receivable grid, no results were displayed.

Defect 1574883: The Accounts Receivable grid in AR Review did not display totals when the Aged AR grid required paging because it contained more records than could be displayed at once.

Defect 1605943: When you searched for a firm in AR Review with Invoice Number as a search criterion, no search results were displayed.

Defect 1533794: This issue occurred if the field security for the Vendor Number field was locked for your security role (via the Field Security Rights Dialog box in Settings » General » Screen Designer). When you tried to create a new vendor firm record, the vendor autonumbering function did not work. On the Vendor tab of the Firms form, the Vendor Number field displayed None.

Defect 1577111: When you added a new company to your database and then accessed the Firms hub, you received this error message: "There is no row at position 0." This issue occurred after you upgraded to Vantagepoint 4.5.2 and above.

Defect 1592267: When you tried to update the State/Province field in the Addresses grid on the Overview tab of the Firms form, the following issues occurred:

• The field did not display the correct state or province that you selected from the drop-down list.

• When you displayed the drop-down list to select another state or province, your previous selection was no longer included in the options.

Defect 1604450: This issue applies if your security role only has access rights to the Firms hub. On the Activities tab, when you tried to add an activity to the firm record, you received an "Invalid sum column" error message.

Defect 1604795: This issue occurred if you use multiple companies. When you selected the Approved for use in processing option for a company on the Vendor tab of the Firms form, the option became cleared (deselected) for that company if you then edited the firm record for a different company.

Defect 1605292: On the Vendor tab of the Firms hub, when you updated the fields of a record that did not have a specified payment type in the Electronic Payment Method field, you received a prompt saying that it was a required field. This issue occurred when you previously searched for and then displayed a firm record that had a specified electronic payment method for the vendor.

Defect 1607587: When you entered a contact name in the Name field on the Contacts tab of the Firms hub or entered a contact name on the Search bar, fields populated with the first matched contact instead of providing a list of possible matched contact names based on the search parameters.

Defect 1610822: When you changed the size of a user-defined or standard grid to be larger in the Screen Designer, the changes displayed as saved but did not take effect in the Firms hub.

Defect 1604531: The Marketing Campaign Manager option was not available as a search filter in the Marketing Campaigns hub.

Defect 1612059: On the Fees tab in Billing Terms, you were incorrectly able to add or edit fee billing phases without entering a billing category for the phases. This issue occurred when the following options were specified on the Fees tab:

• The Fee Method was set to Percent Complete by Phase, as Fixed Amount.

• The Allocate Billed Revenue on Fee Invoices Based on Category check box was selected.

This affected the tax basis calculation for invoices, which resulted in an incorrect tax amount on invoices.

Defect 1413423: On the Contract tab of the Contract Management form, when you sorted the Contract Management grid by the Period column, the contracts did not sort chronologically.

Defect 1602742: The Compensation tab of the Contract Management form displayed the Percent Complete section fields (Overall % Complete, Expense % Complete, and Labor % Complete) even when your role's field security rights were set to Secured or Hidden in Screen Designer.

Defect 1532370: An invoice-related issue occurred in the following scenario:

1. A billing user created and submitted transactions on the Labor, Expense, or Units tab in Billing » Interactive Billing.

2. A user with the approver role logged in and navigated to the tab associated with the transactions in Hubs » Projects » Draft Invoice Approvals.

3. The approver selected (checked) multiple rows on the grid, selected the Hold option on the grid toolbar, and selected Approve on the Actions bar.

The invoice was not recalculated to reflect the items that were put on hold.

Defect 1534363: This issue occurred on the Summary tab of the Estimates form, when you selected a labor rate table value from the Cost or Billing drop-down field. If the table that you selected was not one of the first 50 records in the drop-down list, Vantagepoint did not save the selected cost or billing rate table for projects.

Defect 1589633: While working on large plans, you experienced delays when loading the plans or when expanding WBS levels or resources.

Defect 1618885: On the Consultants tab of the Plan form, the amounts in the ETC Cost and ETC Billing fields in the grid incorrectly displayed the same amounts that were in the Planned Cost and Planned Billing fields.

Defect 1492372: When you removed an active employee from the Team tab in the Projects hub and then subsequently added the employee back to the team, the employee's status was changed to Proposed instead of Active.

Defect 1532051: This issue occurred when, on the Dates & Costs tab of the Projects form, you added a system milestone to the Milestone grid, deleted that milestone, and then added the same type of milestone with a different date. When you ran the Project Audit Detail report, the milestone changes appeared as multiple records with incorrect null values for the milestone displayed in the New Value column.

Defect 1578413: On the Team tab of the Projects form, if you clicked + Add Team Member and selected an entry in the Role field before you selected a resource in the Name field, Vantagepoint should have cleared the Role field if the resource did not have that role. Instead, you received the following error message: "Code XX does not exist. The value for field Role will not be set."

Defect 1604551: This issue occurred when you created a new project in the Projects hub and you did not specify a value for the Charge Type option. If you then opened the Screen Designer, a Tracking value was applied to the Charge Type.

Defect 1605947: The Sync to Ajera option was incorrectly enabled on the Overview tab of the Projects form. This issue occurred if the Enable Ajera Synchronization option was selected on the Ajera form in Utilities » Integrations » Ajera and you did the following:

1. On the Contacts tab of the Firms form, you selected + Add Contact and selected the Ajera Sync check box for the new contact.

2. On the Team tab of the Projects form, you added the same new contact to the Team Members grid.

Defect 1606779: This issue occurred during conversions from Vision to Vantagepoint. The default values for custom and user-defined opportunity fields in Vision were lost during conversion to the corresponding custom and user-defined project fields for Vantagepoint.

Defect 1609244: When you set the Project Fee Entering Method option to At Lowest Level Only in Settings » Project » Contract Management and a project's functional currency differed from its project currency, you could not edit that project's functional currency values in the Projects hub.

Defect 1615545: On the Projects form, you received an error message when you selected the Location field and then tried to enter a new value in the County field on the Location dialog box.

Defect 1567547: This issue applies if you have multiple companies in Vantagepoint and your security role does not allow you to access the Projects hub. In My Stuff » Approval Center, when you opened the Absence Requests form and clicked View Absence Request Schedule, incorrect non-work days displayed on the Absence Request Schedule dialog box.

Defect 1572864: If you were assigned the DIVISIONDIRECTOR role, you received an error when you attempted to access My Stuff » Approval Center » View Absence Request Schedule.

Defect 1600425: When you set the page size for reports to 8.5 x 11 inches (Letter) in My Preferences and then printed the Expense Lines report on the Approval Center form, the pages were not scaled accordingly.

Defect 1597727: This issue occurred for dashparts with the Favorite Report dashpart base. The refresh button on the dashpart's toolbar did not work.

Defect 1603828: When you selected employees in the Employees lookup field of the Share this Dashboard dialog box, employee numbers were displayed in the field instead of the employee names.

Defect 1564022: When you reviewed a submitted expense report, you were unable to select the Bill check box for the report.

Defect 1579936: The Expense Report application took a long time to display.

Defect 1581813: When you entered an expense category for an item on an expense report, you were incorrectly allowed to change the account for the item on the Expense Report form, even though the expense category was set up to not allow users to change the account.

Description 1592671: For expense reports, if the report name for a detail record was different from the report name for the master record, the expenses were unavailable and you could not approve or post them.

Defect 1132351: When you grouped by employee number and did not suppress detail, the Time Analysis report displayed MTD (month-to-date) values on the graph when it should have displayed YTD (year-to-date) values.

Defect 1334321: When you used similar or duplicate check numbers for different vendors in AP Disbursements, the similar or duplicate disbursements were displayed for only a single vendor on the Cash Journal report.

Defect 1356861: This issue applied to the Activity List report. When you cleared the All Columns check box on the Access Rights tab in Settings » Security » Roles, the generated report did not display the Row Count column even if you selected to include it in the report.

Defect 1370338: When you ran the Income Statement report, you received an error message indicating that the report definition was not valid or supported. This issue occurred when you disabled the Subtotal and Heading columns for the last report grouping as described in the following steps.

1. In My Stuff » Reporting, on the Reports tab or the Favorites tab, you selected the Income Statement report.

2. On the Columns & Groups tab, in the Grouping and Sorting grid, you clicked the +Manage Groupings link and added several groupings to the report.

3. In the last row in the Grouping and Sorting grid, you set the Subtotal and Heading toggles to the Off position to disable them.

Defect 1417975: This issue applied to the Project Planning Performance report. Whether or not you selected the Other Reimbursable Expenses option on the Options tab, all the details of the other reimbursable expenses were included when you generated the report.

Defect 1427100: This issue occurred on the Accrued Time report. When you have the Payroll module enabled, the column label Amount @ Cost Rate was displayed instead of Amount @ Pay Rate.

Defect 1438996: When you generated the Project Planning Performance report, incorrect amounts were included if your user role did not have full access to Labor Cost Rate/Amounts in Security » Roles » Accounting.

Defect 1460214: When a user-defined field that was secured from your role was used to create a calculated field for the Time Analysis report, Vantagepoint should not have displayed the calculated field on the generated report.

Defect 1472221: When you ran the Office Earnings report, you received an error message indicating that the report definition was not valid or supported. This issue occurred when you disabled the Subtotal and Heading columns for the last report grouping as described in the following steps.

1. In My Stuff » Reporting, on the Reports tab or the Favorites tab, you selected the Office Earnings report.

2. On the Columns & Groups tab, in the Grouping and Sorting grid, you clicked the +Manage Groupings link and added several groupings to the report.

3. In the last row in the Grouping and Sorting grid, you set the Subtotal and Heading toggles to the Off position to disable them.

Defect 1494929: In Project reports, when you grouped and sorted the data by Revenue Type at the phase (WBS2) or task (WBS3) level, Vantagepoint grouped the data by the revenue type assigned at the project (WBS1) level.

Defect 1497275: Details for the Office Earnings report did not display when you turned off subtotals for the Project Number field in the Grouping and Sorting section of the Columns & Groups tab for the report.

Defect 1507348: This issue occurred when you included the Monthly Plan Hours and Total Monthly Plan Hours columns in the Labor Resource Forecast report and you also enabled the Show Line Chart toggle on the Charts tab. When you generated the report, the Monthly Plan Hours column was blank.

Defect 1514387: This issue applies if you use multiple currencies in Vantagepoint. Cash receipts that were posted without a project did not display on the Cash Receipts report.

Defect 1524732: When you logged in to Vantagepoint using the English (International) language, some of the Transaction Type options on the Employee Labour Audit report were spelled as "Labor" instead of "Labour."

Defect 1535220: On the Office Earnings report, the Period Range field names displayed incorrectly on the report when you did the following:

1. On the Options tab, in the Time Frame Options section, you selected the Period Range toggle only.

2. In the Row Name field of the Period Range option, you entered Period Range.

3. On the Report toolbar, you clicked Run.

4. In the Report Preview, you clicked the Search and Download icon to display the Search Criteria section of Advanced Search.

The Search Criteria section at the bottom of the report displayed the Period Range row name rather than the field names, such as Period Range Revenue or Period Range Total Billed.

Defect 1547680: This issue occurred on the Project Hit Rate report. When you displayed the report using the presentation currency, Vantagepoint incorrectly calculated the project hit revenues.

Defect 1567114: This issue occurred when you opened any type of Accounts Receivable report (for example, the AR Ledger report) and made several changes in the Time Frame field on the Options tab. When you tried to generate the report, you received this error message: "Please review values on the Options tab."

Defect 1568375: This issue occurred in the Office Earnings report. When you drilled down on the current expense amount for a project, the job-to-date expenses, rather than the current expenses, were displayed on the related Expense Detail report.

Defect 1571460: This issue applies for project reports. When you entered a value in the Records field, Vantagepoint populated the Project field with a project that had a description partially matching your search parameter, instead of displaying results in the drop-down list that included the value you specified.

Defect 1573728: When your security role did not have access rights to Hubs » Firms » Voucher Review, you were unable to use the search options in Accounts Receivable reports to find invoice numbers associated with a project.

Defect 1575429: When you generated a saved Firm List report, no hours displayed in the Promo. Project YTD Hours column even though firms on the report were associated with promotional projects.

Defect 1581094: When you generated a Consultant Ledger report, clicked the Search & Download icon, and selected the necessary fields, the Search Results section of the report did not display the amounts in the correct columns.

Defect 1582784: When you tried to generate a User-Defined (UD) Hub List report for a user-defined hub with no grid, you received this error message: "An error has occurred during report processing. (rsProcessingAborted)." In addition, when you tried to save a User-Defined (UD) Hub List report for a newly created user-defined hub, the Save option was missing from the Actions bar.

Defect 1584179: When you edited a favorite report, clicked the Save As option to save the report using another filename, and then switched to the standard base report, the standard base report still displayed the details and changes from the edited favorite report.

Defect 1588911: When you populated the Key Pursuit Employees section of a specific project to the lowest employee level and then generated the Project Earnings report, the Business Development Lead column did not display any data.

Defect 1598130: This issue applies to the Project Audit Detail report. If you made changes in the Project Association tables but did not also make changes to the corresponding main project record, your table changes were not reflected in the generated report.

Defect 1599278: In the desktop application, when you configured the options for the Purchase Order Cost Distribution Detail report, the Status Selection options that you applied on the General tab were not retained when you returned to the report options.

Defect 1603941: The GL Cost - Fiscal Year Accumulated Depreciation column on the Asset Item Export report in the browser application did not display any values for assets.

Defect 1604603: When an employee had timesheets associated with more than one company and the timesheets were in the same period, the employee's total hours were doubled on both the Labor Resource Planned and Actuals report and Labor Resource Actuals report.

Defect 1607858: When you generated a Project Summary report, the total amount shown in the YTD Amount column was correct. However, when you drilled down to check the related details, the corresponding report displayed job-to-date expense amounts instead of year-to-date expense amounts.

Defect 1608620: This issue occurred on Project Forecast reports when you set the Fee Allocation report option to Spread Evenly Across Timescale. When you generated the report for a project that had a labor budget set to start at a future date, Vantagepoint displayed negative fee amounts for the current month.

Defect 1611404: This issue occurred in the desktop application, when you ran the Vouchered Purchase Order Items report. When you navigated out of Reporting and then returned to Reporting Options, the selected purchase order statuses were reset and all related options were selected.

Defect 1611931: When you ran the Employee List report and added columns from the Withholding grid, the report showed the withholding amounts for all companies. (The report should have showed only the withholding amounts for the specified employee and company.)

Defect 1612860: This issue applied for the Unbilled Summary and Unbilled Detail and Aging reports. When you grouped and sorted the data by Revenue Type at the phase (WBS2) or task (WBS3) level, Vantagepoint displayed the phases and tasks with the revenue method assigned at the project (WBS1) level.

Defect 1613043: This issue occurred for the Employee Labor Summary report, when on the General tab of the My Preferences dialog box you set the Date Format option to a value starting with "d", such as dd-Mm-yyyy or dd/MM/yyyy. If you then navigated to Reporting, set the Report Format option to Time Frame Options, set the Time Frame in the Employee Labor Summary report option to Date Range, and then generated the report, you received an "error has occurred during report processing" message.

Defect 1616025: This issue occurred when you added a new user-defined section on the Options tab of the CRM Project Summary report. If you selected the Sort By check box for the new grid column of the new user-defined section and then tried to generate the report, you received this message: "An error has occurred during report processing."

Defect 1620118: This issue applies for the Voucher Ledger report when you used the Voucher Summary option. When you used the Search & Download icon on the report preview screen, selected search criteria, and then exported report data, the voucher amounts and previous payment amounts in the exported file were incorrect. They did not match the amounts on the actual report.

Defect 1622987: When you ran the Project Earnings report, the value for ETC Hours column was missing. This issue occurred when you did the following:

1. On the Columns & Groups tab, in the Grouping and Sorting grid, you selected the Project Manager Number and Project Number groupings.

2. On the same tab, you excluded the Phase Number grouping.

Defect 1482418: The Payroll tab displayed on the Self Service form even if you did not have access to the Payroll module in Settings » General » Modules.

Defect 1552295: When you tried to save a timesheet record with negative hour entries, the save process took longer than it should have.

Defect 1599414: When you clicked Other Actions » Print and then selected either Detailed Timesheet or Summarized Timesheet, the Approved field displayed the approver's electronic signature.

Defect 1621577: This issue occurred in a number of scenarios when you tried to approve a timesheet that had been edited and saved during the approval process. A mismatch occurred between the status of the detail record and the status of the approval record and you were unable to approve the timesheet or post the updated timesheet.

Defect 1610367: In the Notification Center, you received an incorrect notification: "Failed: Import Bank Data with Bank Connection."

Defect 1603930: When you created a new purchase order, the last price of the item indicated on the Items form in Purchasing » Items did not populate automatically for the purchase order line item.

Defect 1611341: This issue occurred when your security role gave you access to the task (WBS3) level, but not the project and phase (WBS1 and WBS2) levels. On the Default Distribution tab of the Purchase Orders form, when you entered a project number in the Project field, you should have been able to select a project. Instead, you received a “No results were found” message. If you used an operator other than the equals sign (=) for the advanced search and you were able to select a project, the Phase field did not show any phases to select, as it should have. You were then unable to select a task.

Defect 1607205: When you performed an advanced search in Resource Management » Reporting for projects with phase and task WBS levels and multiple assignments, the Resource Management report displayed duplicate resource lines and included inconsistent values in the JTD Hours column.

Defect 1502279: This issue occurred when you did the following:

1. On the Find Resources pane, you created and saved a new search.

2. In the Resource View grid, you selected a resource with an existing assignment and selected Reassign.

3. On the Reassign dialog box, you selected your saved search from the Search drop-down field.

The list of resources did not display on the dialog box grid.

Defect 1525570: An Advanced Search issue occurred when you selected multiple search criteria and then grouped the search criteria into one or two groups. If you then clicked the Actions menu and selected View as Plain Text to review your query, the OR condition on the last search condition of the first group was removed.

As a result, you had to manually reset the order of conditions by completing the following steps:

1. On the Actions menu, click the Exit Plain Text to exit the View as Plain Text field.

2. In the Search Criteria grid of Advanced Search, toggle the OR condition to AND and then back to OR.

3. On the Actions menu, select View as Plain Text to verify the correct order of operations for the query and that the OR condition was successfully restored.

Defect 1574834: When you attempted to run a SQL Where Clause search with a basic field and a user-defined field, you received an error message.

Defect 1596130: When you deleted a row from the Projects Associated with Accruals grid (in Settings » Accounting » Absence Accrual) or from the Override Labor Accounts grid (in Settings » Accounting » Labor Posting), only the accrual code or labor account was deleted when the entire row should have been removed.

Defect 1598305: This issue applies if you use Vantagepoint Intelligence. The Project Stage field values that were specified for project records were not included in the Project cube in Vantagepoint Intelligence. When viewed in the Vantagepoint Intelligence Desktop Tool, the Project Stage column displayed "<empty>."

Defect 1563545: When you deleted a list item from a field list, the deleted list item was restored when you logged in again.

Defect 1580897: Vantagepoint allowed you to delete a suffix from the Suffix list even though it was still used in a hub record, and you did not receive a warning message.

Defect 1584095: You were able to delete an employee location from the Employee Location list even if the employee location was currently being used for an employee record.

Defect 1579855: This issue occurred when you created a new role. After you saved the new role, the applications displayed in the Approval Workflow Record Access grid on the Record Access tab disappeared.

Defect 1583079: This issue occurred for user roles with Add/Modify access rights to the Firms hub. After upgrading to Vantagepoint v4.5, affected users were not able to add addresses to firm records in the Firms hub. (To work around this, you had to change the Firms hub access rights of the role to Full and then change the access rights back to Add/Modify.) 

Defect 1611674: This issue occurred when you created a new role or copied an existing one. On the Access Rights tab of the Roles form, if you selected Functional Area » Favorite Reports before you selected Functional Area » Reports, the report names were blanked out.

Defect 1618732: This issue occurred after you upgraded from Vision to Vantagepoint. Users with a security role that gave them access to the Firms hub, but not to all the tabs in the hub, received an error message when they tried to save a change to a vendor type firm.

Defect 1602155: The Unsaved Changes dialog box did not automatically display after you edited a user-defined date field, before you clicked a workflow button. The date change was not saved.

Defect 1577036: A workflow button that you added to the Employees hub to run a scheduled workflow for the Employees area did not work when the following applied for the scheduled workflow:

1. You added an action for the workflow that had a dates operator.

2. You copied the action with the dates operator to create another action for the workflow.

3. You deleted the original action.

Defect 1594674: When you configured a user-initiated workflow to change a field's value to null or to remove the value from the field when the conditions that you specified were met, the user-initiated workflow did not remove the value from the field.

Defect 1598367: New rows that you added to the Worflows grid on the User Initiated Workflows form disappeared and reappeared. This issue occurred when you scrolled to the bottom of the Workflows grid, added a workflow, and then opened the Conditions dialog box from the Conditions field in the grid.

Defect 1603212: This issue occurred when you added and saved billing terms for an existing project in Projects » Billing Terms. When you opened the notification alert from the Billing Terms workflow and clicked Navigate to Record, you received this error message: "You do not have permission to access this application. Contact your system administrator."

Defect 1603835: When you created an email alert for a contact record in a user-initiated workflow and inserted the Contacts.Owner field in the message, the email alert message referenced the employee number instead of the employee name.

Defect 1546345: On the AP Invoice Approvals form, the Route To drop-down list displayed Organization as one of the options even when you did the following:

1. You set up an approval hierarchy on the Approvals Configuration form (Settings » Workflow » Approval Workflows in the desktop application).

2. In the Assignment Hierarchy grid of the Assign To dialog box, you set the Organization option to Do Not Use.

Defect 1568229: This issue occurred on the AP Invoice Approvals form when you added projects in the Project Information grid. When you entered an amount in the Total Tax Amount field for each row, the calculated total tax amount did not display at the bottom of the grid.

Defect 1572055: This issue occurred on the AP Invoice Approvals form, when the default tax code associated with the vendor that you selected was a zero-rated tax code. When you submitted the AP invoice record, the tax code was removed from the Total Tax Amount field.

Defect 1575174: When you viewed the details of a record on the AP Invoice Approval form, the vendor number displayed in the Vendor field instead of the vendor name.

Defect 1580093: This issue occurred when you approved an AP Invoice Approvals record without detail items in the Project Information grid. If you approved the record, received a warning message that read "You must enter at least one project for cost distribution," and then clicked OK in response to the warning, the application stopped functioning.

Defect 1580096: When you, in the Project Information grid of the AP Invoice Approvals form, entered a project that had phases in the Project/Project Name column but you did not enter a value in the Phase/Phase Name column, you received an error message. When you refreshed the page, the Approval dialog box was incorrectly displayed.

Defect 1583934: This issue occurred on the AP Invoice Approvals form, when a vendor had multiple addresses and the Address field was set to the vendor's default address (for example, the payment address). When you selected another address and then submitted the record for approval, the Address field reverted to the vendor's default address and there was a mismatch in the addresses when you displayed the form in List View and in Detail View.

Defect 1590650: After the first correctly posted vendor payment entry, succeeding payment entries indicated that there was no check. This issue occurred when you entered alphanumeric characters (for example, AP12345) in the Check Number field on the Assign Payment Numbers dialog box in Cash Management » Vendor Payments.

Defect 1572874: This issue occurred when, in a recurring transaction file, you changed a detail in the first transaction record, saved it, and then clicked the forward arrow to display the next record. When you changed the details of the second record and then saved the changes, the first transaction record in the file displayed again.

Defect 1526816: When you tried to post an existing AP voucher file, the file was moved to Utilities » Transaction » Incomplete Postings and you received the following error message: "Violation of PRIMARY KEY constraint…The statement has been terminated."

Defect 1581330: When you created an AP Voucher transaction record, added a line item in the Project Information grid, and then clicked to associate a supporting document, the following errors occurred:

• On the Supporting Document dialog box, you had to select Save twice to commit the changes.

• When a supporting document was already associated with the line item, if you selected the Delete Supporting Document option and clicked Save, you then had to click Save again to remove the document.

Defect 1597254: In the Project Information grid of an AP Voucher transaction record, the value of the Expense Code in a line item disappeared when you added a description. This error occurred if the firm that you selected in the Vendor field in the AP Voucher transaction record had a value specified for the Default Expense Code field in the firm record.

Defect 1564848: This issue occurred when the Status field of the account used for invoice mapping was set to Dormant in Settings » General Ledger » Chart of Accounts. If you created and posted an invoice for that account and then selected Transaction Center » Transaction Entry » Cash Receipts to create a cash receipt transaction file, you received an error message and could not save the invoice file.

Defect 1600484: When you voided an invoice in Interactive Billing and then selected Transaction Center » Transaction Entry » Invoices, the reversal invoice transaction entry was missing from the Invoices grid of the Invoices form.

Defect 1515077: When you ran the Organization Key Conversion utility, unbilled expense and unit transaction journal entries were logged to the wrong organization.

Defect 1604946: In a journal entry transaction record, when you changed the amount in the Debit or Credit column of a line in the Project Information grid, you received this error message: "Phase xxx is dormant and may not be selected." This issue occurred if the phase number was the same for two projects, but the phase was dormant for one of the projects.

Defect 1613640: Fields in user-defined hubs were incorrectly assigned the varchar data type instead of the nvarchar data type.

Defect 1603879: When you imported Journal Entries records into Vantagepoint, you encountered the following errors:

• Vantagepoint allowed the data import and did not display an error message if you imported records that were associated with an account number that did not have access to the active company.

• Vantagepoint allowed the data import even if the account number associated with the imported record used a different currency than that of the active company.

Defect 1604067: This issue occurred when you used the desktop application import utility in Utilities » Desktop Imports to change the project's contract management allocation method to Use Revenue Forecasts. When you attempted to open Projects » Revenue Forecasts, the Revenue Forecast application did not load.

Defect 1611203: In the desktop application, if you navigated to Utilities » Desktop Imports to import employees and you included the ClientVendorInd field on the Text File Fields Mapping tab, Vantagepoint allowed invalid values in the field.

Defect 1547256: When you clicked Utilities » Files Administration in the desktop application, the Files Administration form took a long time to display.

Defect 1568491: When you deleted the last row item in the Invoices grid, you received an error message even if the last row item was deleted successfully.

Defect 1515287: When you selected a new date format for the Invoice Date and Due Date columns, the selected format was not followed.

Defect 1591493: This issue applies for data export definitions that use the XeroClientInvoice data pack. On the Definition Setup form for the data export definition, when you clicked the Preview or Export action, the exported or previewed file displayed incorrect, incomplete invoice information. This issue occurred for invoices that had the same invoice and project number but a different phase number.

Defect 1598665: On the New Target dialog box, any email recipients that you modified in the To, CC, and BCC fields were replaced with the previously saved email recipients when you clicked Save.

Defect 1601919: On the Export Planning Data dialog box, the Next button was disabled when you selected multiple projects in the Projects field.

Defect 1491976: When you tried to add a new contact in Vantagepoint Connect for Outlook, you received an error message saying that you should reload the add-in.

Defect 1611924: A key conversion issue occurred when:

• You ran a key conversion on the Combine Records tab in Utilities » Key Conversions » Phases or in Utilities » Key Conversions » Tasks.

• The existing project that you selected had contract records under a contract number, and the contract number did not exist in the new project.

You did not receive an error that prevented the key conversion process.

Defect 1602136: This issue occurred if you removed a task from a project while billed amounts were still associated with the task. The following areas displayed incorrect data:

• On the AR Statement report (My Stuff » Reports), billed amounts were displayed under blank billing clients.

• In Hubs » Projects » Invoices, duplicated invoices with blank billing clients were displayed.

• On the Invoice Summary dialog box of the AR Review form (Hubs » Firms » AR Review), the displayed total billed amounts were incorrect.

Defect 1621409: Some email recipients did not receive batch billing invoices that were processed successfully. This issue occurred when you used the default Invoice Distribution settings (specified in Billing » Batch Billing » Create Invoices) and then added email recipients. (To run and complete the batch invoice processing job, you had to manually filter and add email recipients on the Email Invoice dialog box.)

Defect 1549293: When you used an SQL Where Clause and it reached the 255-character limit, you received this error message: "the value XXXXXX is greater than 255 in length. Value trimmed."