Deltek Costpoint 2025.2 Release Notes (DRAFT)

Welcome to the Deltek Costpoint 2025.2 Release Notes, which describe the new features, enhancements, and software corrections introduced in this release.

Note: These Release Notes are in draft form and will be updated continuously until the release date on April 11, 2025. To ensure that you have the most current version, please refresh this page in your browser.

These release notes address all of the modules associated with Deltek Costpoint 2025.2, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

The Build Deployed In and Dependent Files lines for defects and the list of required files included in enhancement descriptions are meant to support the Pick and Choose deployment model. If your company or system supports Pick and Choose, refer to the Downloading and Deploying Pick and Choose Hot Fixes section of these release notes for more information.

If you do not support Pick and Choose, you may ignore the deployed and dependent files listed in this document. Updates are still packaged as cumulative releases for MRs.

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Updates to the New Costpoint Release Methodology for On-Premises Customers

This section provides the latest updates to the new Costpoint Release Methodology for On-Premises customers originally announced with the release of Costpoint 8.2 in June of 2023. The new release methodology allows the Costpoint team to deliver new features faster, while ensuring a higher level of quality and stability. 

As a reminder with the launch of Costpoint 8.2 in June of 2023, Deltek has moved to a Quarterly Release methodology. Quarterly Releases (QRs) will include new features, defect fixes, and regulatory updates. Deltek will continue to provide monthly Maintenance Releases (MRs), except for months when a QR is provided, which will include fixes for high severity defects and regulatory updates. Deltek will provide a separate release for the Calendar Year End (CYE) updates.

Costpoint 8.2 is referred to as Deltek’s Innovation Release and will adhere to the following Product Lifecycle Phases schedule (see Product Lifecycle Phase Descriptions). With the release of each Quarterly Release, the previous Quarterly Releases will move into Maintenance Support. Quarterly Releases will remain in Maintenance Release for nine months beyond their release date. After this nine-month period, they will move into Sustaining Support.

Costpoint 8.1 is referred to as Deltek’s Long-Term Support release and moved into Maintenance Support (see Support Lifecycle: Deltek Costpoint Product Family) on June 1st 2023 and will remain in Maintenance Support thru April 1st 2026. As a reminder, in Maintenance Support, Costpoint 8.1 will not receive any new features while continuing to receive new tax, legal, and regulatory updates and hot fixes for severity 1 issues. 

Costpoint 8.2 customers should apply, at a minimum, two QRs each calendar year. This allows for customers to skip a QR when planning their annual upgrade schedule. Following this upgrade schedule ensures customers can request individual hot fixes for critical defects.   

This information is also available in KB Article 114963.

Update W-4 Information of Iowa Employees for 2024 Filing

Important: This action is required if you have Iowa Employees. 

Iowa revised the IA W-4 (Employee Withholding Allowance Certificate), resulting in a change to the way an employee’s Iowa withholding credit information is determined. Rather than requesting the number of allowances an employee would like to claim, the IA W-4 now requests a dollar amount.

To accommodate the employee setup, updates made in Costpoint MR 8.2.8 included the following:

• A new Credit Amount field was added to the Manage Employee Taxes screen and the Taxes subtask on the Manage Employee Information screen, allowing payroll administrators to enter the Total Allowance amount from Line 6 of the IA W-4.

• A new Credit Amount field was added to the Costpoint Employee Self Service (ESS) State Withholding screen, allowing employees to enter the total allowance amount they would like to claim.

In Costpoint MR 8.2.9, the Iowa state withholding computation has been updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information, you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:

• Costpoint Employee Self Service (ESS) customers:

• Update the Web Address or Notes field on the Configure State Tax Settings screen with a link to the latest IA W-4.

• Instruct your Iowa employees to review their Iowa W-4 Credit Amount on the ESS State Withholding screen and update as needed using the following steps:

1. Go to People » Employee Self Service » Payroll and Benefits » State Withholding.

2. Populate the Credit Amount with the total allowance amount from line 6 of your 2024 IA W-4.

3. Click Save.

• Costpoint customers not using Costpoint ESS:

• Instruct your Iowa employees to file an updated W-4 using the 2024 IA W-4 form.

• Use the completed IA W-4 form to update the employee’s tax setup on the Costpoint Manage Employee Taxes screen or the Taxes subtask on the Manage Employee Information screen.

It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.2.9 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.

Update Iowa Setup in ESS Configure State Tax Settings

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 applied the following:

• Added new HEAD OF HOUSEHOLD filing status

• Changed the description for the SINGLE filing status from "Single" to "Other"

• Changed the description for the MARRIED filing status from "Married" to "Married Filing Jointly"

If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.

Project Role Security Replaces Project Manager Security in Costpoint Business Intelligence

Access to secure project data has been greatly enhanced by Project Roles Security, which expands access to other roles beyond the Project Manager. If the necessary configurations are set, any project role, including project managers, can view project data at their level and in the lower project levels.

In Costpoint Business Intelligence 8.2.9 or later, Project Role Security replaces Project Manager (PM) Security. PM Security is no longer supported and has been removed.

If you use Project Manager Security and will upgrade to version 8.2.9 or later, Project Role Security will be applied seamlessly without performing extra steps. The system will follow the BI settings you had before the upgrade and transfer users in CER__PM_MGR to the CER__ROLE_SEC user group. In addition, you can extend role security to other project roles.

Important: If you have users in the CER__PM_MGR user group but have disabled Project Role Security before upgrading to 8.2.9, the users will be transferred to the CER__ROLE_SEC user group after the upgrade and Project Roles Security will be automatically turned on. It is important that your BI administrator selects No in the Use Project Roles Security field on the Manage BI Settings screen after the upgrade if needed. The Manage BI Settings screen is located in Report & Analytics » BI Controls.

For more details in setting up Project Role Security, see the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.9 Post Installation and Configuration Guide for On-premises Users. Additional information is also available in KB article #115682.

This change requires patches 11322 and 11323.

Costpoint Authentication Provider (CAP) in Costpoint Business Intelligence

The deltek_cap_sql.properties file in Costpoint Authentication Provider (CAP) was updated to address the issue with Project Role Security in a multi-company setup. If you are an existing Costpoint Business Intelligence and CAP user, Deltek recommends that you reinstall CAP to get the latest files. You can see instructions in installing CAP in the Costpoint Business Intelligence 8.2.12 New User Installation Guide or the Costpoint Business Intelligence 8.2.12 Upgrade Installation Guide.

Downloading and Deploying Pick and Choose Hot Fixes

If your company or system supports the Pick and Choose deployment model, see the following document for instructions on downloading and deploying the Deltek Costpoint 8.2 individual Pick and Choose hot fixes: Deltek Costpoint 8.2 Deploying Pick and Choose Hot Fixes

Note: The Build Deployed In and Dependent Files lines are included in every defect description under the Software Issues Resolved section. These indicate the files that you need to install to apply the fix for the defect. For Regulatory Enhancements and Enhancements, required files are listed towards the end of the feature description. 

Checking if the Hot Fix is Installed

Follow this procedure to see if the hot fix is correctly installed:

1. Open the application that was updated.

2. Click Help » About from the Costpoint global menu. This will display a screen that shows you the latest hot fix files applied to the application that is open.

Checking if the Feature is Installed

Follow this procedure to see if the feature is correctly installed:

1. Click Help » About from the Costpoint global menu.

2. Open the Features subtask and click the feature that was just installed.

3. Open the Libraries subtask. Check the list of libraries and see if they are correct and have been successfully deployed.

4. Open the Patches subtask. Check the list of patches and see if they are correct and have been successfully deployed.

Custom Programs Affected

Sometimes, an update can cause custom programs and reports to stop working as expected. Before applying an update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Support Center at https://deltek.custhelp.com before you install the update.

Accessing Deltek Support Center

If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:

1. Go to https://deltek.custhelp.com.

2. Enter your Deltek Support Center Username and Password.

3. Click Login.

Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.

Defect 2206657: When you attempted to import PO vouchers, the process stalled at 20% if the project's Start and End Date Period of Performance (POP) had no value. 

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can add Start and End Date POP to the affected project. 

Defect 2125714: When you attempted to import a cash receipt without a customer and invoice, an error message requiring a customer ID displayed.

Defect 2274021: When you accessed the Default My menu subtask, it displayed apps from the highest priority across all profiles, instead of showing apps from the highest priority specific to the user's profile.

Defect 2266189: When you attempted to save changes where the application has multiple records but different User IDs, an error occurred.

Defect 2266190: When you deleted a single record on the Enable Traces Configuration screen, all records associated with the same application but different User IDs were also deleted.

Defect 2210391: When you tried to save a record on the Manage Subcontracts screen, a critical error occurred.

Defect 2210916: You experienced slow performance when saving records in the UI or Web Interface Console (WIC). As part of the fix to address this issue, Manage Subcontracts now opens with a blank record instead of autoloading records. This enhancement helps the application launch faster.

Defect 2241256: The computed amount displayed in the Remaining Funded Value field was incorrect. 

Defect 2149207: When you saved a record in Table View in the Manage Savings Bonds Treasury File Data application while in Offline Mode, a new line displayed. This issue also occurred in the Manage W-2s application.

Defect 2154266:  When you navigated between records in the Multi-New Business Budget Consolidation (Revenue/Cost) application, the system could enter an indefinite loop, leading to out-of-memory errors.

Defect 2260286: When you attempted to change the bills of material(BOM) type from standard to phantom using the preprocessor, an error message stating that the line could not be found was displayed. The workaround before the fix was to manually change the BOMs.

Defect 2125614: When you used the Copy function, the Component Line reset the Scrap % value to its default value, rather than saving the updated value.

Defect 2288962: When you attempted to integrate with TIPQA, TIP_DEL_MFG_BOM had mismatched fields in MSS.

Defect 2189310: When you printed the ECN traveler, Costpoint displayed an incorrect information.

Defect 2173286: When you entered a revision ID ending with the letter 'D', the Change-To Rev's New Revision value was incorrect. The workaround before the fix was to manually update the Change-To Rev's value.

Defect 2198467: When you attempted to save the ECN without a valid ORIG_PART_KEY value, an error message displayed and prevented the saving of the ECN.

Defect 2275544: When you attempted to generate an ECN to change a part in an EBOM, an error message stating 'This assembly part/rev does not exist and is not scheduled to be created in this ECN' displayed, even when the part was autoloaded into the subtask. This issue prevented ECN generation without significant manual intervention.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can delete the assembly from the ECN.

Defect 2189307: When you printed the ECN traveler, Costpoint displayed an incorrect information.

Defect 2179712: When you printed the ECN traveler, Costpoint displayed an incorrect information.

Defect 2175774: When you entered a Scrap value greater than 999.99%, a blank value displayed.

Defect 2265289: When you updated the Unit Cost and Direct Material Cost while creating a manual negative Issue Quantity, the values reverted to the original amounts.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can enter an adjustment.

Defect 2252439: When you entered a quantity adjustment for a restricted part in Manage Security Groups, Costpoint allowed the action despite the user not being authorized for that part.

Defect 2255285: When you entered a quantity adjustment for a restricted part in Manage Security Groups, Costpoint allowed the action despite the user not being authorized for that part.

Defect 2271114: When you imported inventory transactions after an upgrade, performance tuning was required.

Defect 2222539: When you attempted to update the Location Type from incoming inspection to On-hand for a specific location ID, the update was not successful.

Defect 2201175: When you used the Print Option Export to Excel 2010 on the Print Stock Status Report with merged cells, an error occurred due to the BIRT update 14.1.1.

Defect 2220461: The Serial/Lot Qty reconciliation functionality has been updated to add missing INVT_TRN_LN_SR_LT row(s) for parts that were serial or lot tracked or both.

Defect 2222093: When you reserved a part that no longer existed, the application substituted the original part's reservation.

Defect 2290008: When you ran MRP, Costpoint did not display the delivery schedule line on the line resultset as well as the PO and Requisition subtasks.

Defect 2205830: The functionality of the application has been updated so that the MRP allocation now includes a status report of the material availability for each build, including on hand or current order.

Defect 2256809: When you expanded the MRP_ALLOCATION table to include planned order supply, it only included the allocation of existing supply.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can use scripts to populate planned order data.

Defect 2267870: When you fulfilled the requirement with an inventory or supply order, the gross requirement for the tables REQD_QTY and REQD_QTY2 displayed as zero. 

Defect 2195591: When you firmed a "Released" Substitute Part MRP message in MRPFPO, you encountered issues.

Defect 2221385: When you reserved a part that no longer existed, the app substituted the original part's reservation.

Defect 2291571: When you ordered a unit of measure different from the inventory unit of measure and applied a conversion factor, the quantity on the resulting order calculated correctly, but the unit price did not. It used the cost of the inventory unit of measure.

Defect 2294984: When you ran the MRPFPO process, it stopped due to a failure with the error message "MO ID has already been used as reservation". 

Defect 2295715: When you ran the application, you encountered a system error.

Defect 2272052: When you ran the MRPFPO process, it stopped with a failure indicating "MO ID has already been used as reservation".

Defect 2175766: When you entered a scrap value exceeding the maximum precision (9999.99%), a system error occurred.

Defect 2248013: When you reopened the application after saving a criteria, a system error occurred.

Defect 2275663: When you attempted to pull manufacturing order (MO) information, some parts of the MO demand subtask failed to retrieve the data.

Defect 2275678: When you ran MRP, Costpoint did not indicate that the requisiiton line was for a delivery schedule line.

Defect 2166764: When you opened the screen, not all subtasks aligned properly. Instead, some floated over the top of the main window, disabling the ability to scroll through all records and observe or edit the details for that subtask. This issue affected the following subtasks: Warehouse Inventory, Inventory Details, Orders, Requirements, Full Requirements, Substitutes. As a result, you had to close the floating subtask to scroll to the next record, leading to unnecessary keystrokes or mouse clicks and inefficient message review.

Defect 2275679: When you ran MRP, Costpoint did not display the delivery schedule line on the line resultset as well as the PO and Requisition subtasks.

Defect 2178041: When you ran Net Change with multiple ECNs existing for a part, the ECN Pending Messages were duplicated.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a

workaround, you can run a full regen to remove the duplicates.

Defect 2204009: The functionality of the application has been updated so that the MRP allocation now includes a status report of the material availability for each build, including on hand or current order.

Defect 2243165: When you expanded the MRP_ALLOCATION table to include planned order supply, it only included the allocation of existing supply.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a

workaround, you can use scripts to populate planned order data.

Defect 2262050: (Oracle) When you attempted to create a planned order message, it failed because the reservation Need Date was not set up in the Shop Floor Calendar.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a

workaround, you can extend the Shop calendar after the Need date.

Defect 2267039: When you fulfilled the requirement with an inventory or supply order, the gross requirement for the tables REQD_QTY and REQD_QTY2 displayed as zero. 

Defect 2277133: When you didn't set the default RM abbrev on the Manage Inventory Projects screen, safety stock was ordered to the first raw material abbrev in the Inventory Abbrev subtask. It ordered to that abbrev regardless of whether it was outgoing only or active. Before the fix, you had to set the reorder RM abbrev to an active value to generate safety stock supply.

Defect 2256724: When you attempted to save a purchase requisition with more than 1500-line items, the process took more than 30 minutes.

Defect 2206789: When you attempted to reject a purchase requisition (PR) after the organization/account exceeded the period of performance date at the time of approval, Costpoint did not allow it.

Defect 2291656: When you rejected back to a previous approver, the steps shown on the approval did not update with the changes past the rejection or by the original rejector, even though the process allowed the approvers to finish their approvals. This issue impacted Costpoint Users. 

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround reject back to the first approver.

Defect 2206788: When you attempted to reject a purchase requisition (PR) after the organization/account exceeded the period of performance date at the time of approval, Costpoint did not allow it.

Defect 2224353: The application has been updated to not execute the SQL query the while loop based on the record on the RQ_PO_DTL table to improve performanc.

Defect 2242601: When you created a purchase order, the Print DPAS option in Manage Purchase Orders did not default to selected.

Defect 2289968: When you assigned a purchase request in purchase order creation, the PO total and PO line amounts did not match if the PO was created with different vendors.

Defect 2179398: When you rejected a requisition and changed it to pending status, Costpoint reported incorrect On-Req Quantities. The workaround before the fix was to run Reconcile Inventory Balances (INPRECON).

Defect 2275630: When you referenced pending requisitions in RFQs by item, it was not allowed. However, the same purchase requisition could be used in RFQs by vendor.

Defect 2192957: When you changed the default item in Manage Simple Purchase Requisitions, the value of the Rev field did not change and an error stating 'This item/rev combination does not exist' displayed. The workaround before the fix was to remove the value of the Item ID and Rev first, before changing the information.

Defect 2208500: When you updated Alt Parts of a vendor quote linked to an RFQ with 20 or more lines, the number of connections requested by the application exceeded the maximum allowed number of 20. The workaround before the fix was to update less than 20.

Defect 2249288: When you used the item preprocessor template to update substitute parts, the template failed to update. The 'Modified by' field on the template appeared to be incorrect. When this field was removed, the template uploaded successfully.

The template and online help were updated to reflect the correct columns and position.

Defect 2294991: You can now do a query of a paired Labels and Value fields values (User-Defined Info subtask). 

Defect 2190909: When you serialized a phantom component on a BOM and backflushed the components, an error message appeared if the option to allow serial/lot tracking for backflush components was selected or not selected. If selected, an error stating 'no serial/lot required' displayed, and if not selected, an error stating 'serial/lot not allowed for backflush' displayed. The workaround before the fix was to avoid serializing phantom subs.

Defect 2201930: When you attempted to reject a manufacturing order (MO) relief with quality control validation, Costpoint did not allow it.

Defect 2221962: When you used the application to add product into inventory, the Original Trans Date field in View Serial/Lot Information (INQSRLT) did not populate as expected.

Defect 2224822: When you attempted to perform a Manufacturing Order Relief for orders of 20 or more, a critical system error occurred. The error message indicated that the number of connections requested by the application exceeded the maximum allowed number of 20.

Defect 2264991: When you changed the inventory abbreviation on the requirement line after autoloading the requirements, an error message displayed, even if the new inventory abbreviation belonged to the same Inventory project. This prevented you from changing the requirement line inventory abbreviation to another abbreviation belonging to the same inventory project after autoloading the requirements.

Defect 2207113: When you attempted to backflush lot and serial tracked parts, an error occurred even if the part was not serial or lot tracked. The workaround before the fix was to delete line 61, manually add the part back, and save without error.

Defect 2213149: When you changed the inventory abbreviation on the RMA requirement line, an error message displayed. This also prevented the maintenance of additional items on the requirement line such as Inventory Abbreviation and Need Date. As a result, you were unable to maintain requirement line elements for the RMA requirement line.

Defect 2243366: When you generated requirements on a Manufacturing Order (MO) with effectivity later than the effective end date on the Bill of Materials (BOM), items on the operational routing that had effective end dates on the BOM still generated requirements. This resulted in incorrect requirements for customers. 

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround correct the routings to exclude components that were no longer effective on the BOM by revising the routing.

Defect 2259544: When you cloned multiple MO's, the system also cloned the res_id. As a result, when you set Costpoint to have the reservation set to the MO_ID, it failed.

Defect 2283989: When you reloaded Requirements through Autoload and then undeleted a previous requirement line, a RES_LN row was missing. For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround delete all previous requirements when reloading requirements with Autoload.

Defect 2288445: When you created a Rework type order in Costpoint, the BOM loaded upon saving the record, despite both the Autoload Requirements and Operationalized BOM options being selected. The BOM still loaded upon saving. The workaround before the fix was to select the Rework MO type before entering any other data in the MO.

Defect 2269020: When you used the application and the Assy Serial/Lot subtask, it only displayed one record for the first relief of a lot number. It should have shown all the lots and quantities relieved.

Defect 2196648: When you opened multiple purchase orders, a system error occurred.

Defect 2190919: When you modified more than 20 parameters, an error stating ""MasterBean: the number of connections requested by this application exceeded the maximum allowed number of 20"" displayed. The workaround before the fix was to modify less than 20 parameters at one time.

Defect 2098579: When you uploaded an import file with an expired exchange rate, the application proceeded to import the file instead of displaying an error.

Defect 2265487: When you imported a purchase order with a due date and order date greater than the current date, an error occurred.

Defect 2177469: When you validated the project ID using the PoPoLnAcctObjValidate.validateProjId() class, a fatal framework exception occurred due to changes in a context row during line validation.

Defect 2177581: When you updated the PO line, the NAICS business size changed.

Defect 2193883: When you entered a purchase order (PO) for a part with multiple revisions, one of which was prereleased, a hard error displayed stating 'This item/rev combination has a status of Pre-release'.

Defect 2199299: When you added notes to the serial/lot notes field, the notes were not saved. They were saved if initially added, but not if added afterwards. The workaround before the fix was that notes would save as changed.

Defect 2206584: When you deleted lines from an approved work assignment's purchase order, the charge lines were cleared from the work assignment UI but not from the WA_CHG_LN table. The workaround before the fix was to change the work assignment first, then delete from the PO line.

Defect 2219447: When you updated the item or account on the Manage Purchase Orders, the standard text was removed from the line text. This should have only occurred if the standard text was associated with the source that was updated.

Defect 2221774: When you reduced the purchase order to less than the vouchered amount, Costpoint allowed it.

Defect 2224354: When you compared the behavior between Application level and Field Level Validation of the applicaiton, you observed a difference, which should not be the case.

Defect 2226705: When you filled in the Schedule Amount field with alphanumeric characters, you encountered a critical system error.

Defect 2248073: When you bypassed PO line account validations in the Web Integration Console (WIC), it resulted in incorrect data.

Defect 2275654: When you initiated a two-step process for a change order, the last action did not allow for 'Pending Supplier Acknowledgment' or 'Change Request by Buyer', which would have enabled the supplier to acknowledge.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can make changes to the purchase order and save it, then query the purchase order and change the status to 'Pending Supplier Acknowledgment' or 'Change Request by Buyer' and save it.

Defect 2291588: When you attempted to void a release line that had not been received or vouchered, it was no longer possible. The workaround before the fix was to close the release line.

Defect 2210189: When you accessed the vendor setup, the business size did not default as expected.

Defect 2213007: When you generated the purchase order (PO) print report, the Mfg Part label was printed even when the field had no value.

Defect 2245978: When a part was received and rejected for credit, the system changed the open amount to the rejected amount instead of showing 0.

Defect 2265893: When you clicked the Intracompany JE subtask link, you encountered a system error.

Defect 2203929: When you reversed a Misc receipt and changed the quantity to positive 1, Costpoint allowed the disposition of the serial lot. This occurred for any quantity up to the Receipt Qty of the misc receipt. For instance, if the misc receipt was for 10, the reversal could be changed to a positive 10 and disposition 10 serial numbers. The same behavior was observed with the lot number in Misc Receipts.

Defect 2163052: When you entered PO Receipts and left the Shelf Life Exp Date blank on the PO Receipt line, Costpoint failed to display an error message.

Defect 2203288: When you entered a receipt for a purchase order (PO) with payment schedule that was fully vouchered, Costpoint did not reduce the On Order Quantity. This occurred regardless of whether the last receipt was total or partial.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can run an inventory reconciliation for On Order.

Defect 2209469: When you clicked into received quantity or amount for a purchase order with a change order that had no changes and had been received, a warning message displayed. This message indicated that the transaction would make the amounts for the PO line exceed the order amount beyond the overshipment tolerance, even if the receipt did not exceed the quantity/amount. This issue occurred on Service and Miscellaneous, 3 way amount or quantity.

Defect 2248071: When you viewed more than 100 rows in the receipt lines, items displayed as blank.

Defect 2264919: When you attempted to delete a line or an entire receipt on an old receipt record, you encountered a system error.

Defect 2182116: When you entered a receipt via web service integration, duplicate serial numbers displayed.

Defect 2195925: When you saved the inspected quantity in the inspection, it truncated to six (6) decimals.

Defect 2225907: When you updated an MRB transaction, Costpoint created a new transaction line instead of updating the original line.

Defect 2239366: When you attempted a QC inspection with two lines containing the same item number in the Web Integration Console (WIC), the transaction failed.

Defect 2267958: When you displayed the packing slip ID in issue detail for drop shipment lines in the invoice, Costpoint did not allow a shipping transaction for a non-inventory SO issue for a drop shipment/goods type SO line. This is related to Defect 2266273.

Defect 2275922: When you attempted to create an invoice with a shipment status of 'On Hold' or 'Pending' for Dropshipment Lines, it was incorrectly allowed, instead of displaying an error.

Defect 2260317: When you imported a Sales Order (AOPSOPP) with a Service type line item, the Make/Buy field was set to null/blank instead of defaulting to 'Buy' as in the User Interface. This caused the Create Purchase Requisitions from Sales Orders (OEPGRQ) to fail, triggering a ServerAPI under certain conditions and resulting in an incomplete requisition.

Defect 2256847: When you attempted to delete Issue ID or Issue Lines where the line number was greater than or equal to 20, you encountered a system error. As a worksround related to the Issue ID, users could reverse the Issue ID instead of deleting it.

Defect 2255787: When you entered a sales order for an RMA return and selected the RMA line, the lookup returned a selection for each company instead of just one record.

Defect 2267413: When you created a new sales order with a Pending status, the RMA field was non-editable and disabled.

Defect 2291694: When you issued a Sales Order Line, the screen issue information was not available. 

Defect 2243367: When you used the autoload feature, Costpoiint failed to populate all required fields in the Vendor 1099 group box.

Defect 2228183: If the past adjusted hire date (ADJ_HIRE_DT) falls on or after the current hire date (ORIG_HIRE_DT), the application should generate an error on the report and not import that employee record.

Defect 2228189: When you imported changes to Work Hours in Year and/or Estimated Hours without including a rate and rate type in the file, the payroll salary amount and annual amount fields were not recalculated.

Defect 2189193: When the employee and company premium amount was calculated, it was based on the employee's coverage start date instead of the Benefit Deduction Method assigned to the employee's pay cycle.

Defect 2210920: When you clicked the display information icon, the screen displayed different coverage option and dates. The information card for benefit plan needed to be removed.

Defect 2292662: A system error occurred when you saved an employee with more than 20 benefit records or queried only one employee with 20 or more records in Manage Employee Benefit Elections (This did not happen when querying multiple employees). 

Defect 2209835: When you left the Start Date field or End Date field blank and then saved the record, a system error occurred.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can close the system error and populate the missing date(s).

Defect 2209906: When you attempted to save a new record with an election amount less than the plan year's minimum amount, a system error occurred.

Defect 2249225: When you clicked the Sign button, the application did not automatically save your changes. The button's label did not indicate that you still need to save you changes afterwards.

Defect 2218367: An error displayed when you manually entered a non-HDHP medical election while there was an existing HSA ending with the life event.

Defect 2264402: When you selected the Include W-2c data in ESS W-2 screen checkbox on the Manage Taxable Entity Settings screen, the W-2s screen on ESS displayed the Box 12 value from the W-2Cs.

Defect 2259362: When you processed a large amount of data (for example, 3,000 employees), the application did not respond for several hours and created multiple timesheets for each individual.

Defect 2260859: When you processed multiple employees eligible for auto-pay with the Use defaults on this screen as first level of default option selected, a system error displayed. This issue occurred when you clicked Preview or Print/Process.

Defect 2209534: When you imported a file into Time and Expense that contained commas, single quotes, and double quotes in the UDT02 Name field, an error displayed stating the import file has a row that has an invalid number of fields.

Defect 2039277: When you imported a timesheet, multiple fringe lines combined into one if they were identical. Consequently, one line was replaced with only one line, specifically with the fringe from the last line on the timesheet.

Defect 2187581: The application incorrectly generated a negative leave without pay (LWOP) line. The incorrect amount on the negative LWOP timesheet line was caused by the auto-adjust functionality which was set up for salaried employees.

Defect 2209694: When you attempted to save employee project timesheet defaults that linked to an account or organization outside the projected period of performance, an error occurred. However, the same project, organization, or account could be set up on the Manage Project Timesheet Defaults screen.

Defect 2259639: When you posted a loss due to exchange rate fluctuations, the correct amounts were posted to the General Ledger, but not to EMPL_LV_HIST table. The full labor cost plus the loss adjustment are posted to the LV_USED_AMT (functional amount) column on the EMPL_LV_HIST table.

Defect 2200832: When you accessed the Query function, the screen displayed the table name for previously reported fields for Alabama Exempt Overtime Wages.

Defect 2223831: You were able to enter negative numbers in the Alabama exempt overtime wages amount field.

Defect 2242585: The Alabama exempt overtime wages amount still displayed even if the earnings amount was not under the State of Alabama for a multi-state setup.

Defect 2189103: The employer's address in the W-3 and W3c forms were not in sync with the address in the W-2 form.

Defect 2190020: When you printed the W-2 on blank stock, the employer and employee address details were not aligned properly.

Defect 2198813: When you printed the test pattern for 4-part laser form using the Test 4-Up option, more than four Box 12 codes displayed. This resulted in the second page to print in an incorrect format.

Defect 2250357: When the employee's termination date was the same as the HSA or medical/dependent FSA election start date, the report printed an unnecessary error stating that the employee was terminated prior to FSA or HSA plan year start date. 

Defect 2262647: A generic staff code could not be modified or shared after it was used in a budget. 

Defect 2209689: The User ID and User Name fields failed to populate when the details were sourced from Manage Project User Flow in Projects. 

Defect 2258917: The User ID lookup included user security groups instead of only displaying user IDs.

Defect 2218398: Organization IDs did not display in the Organization ID Lookup dialog box.

Defect 2245105: When you selected the Refresh Process tab during post-installation, you received an index error.

Defect 2222121: When you refreshed the work assignment charge line for the resource, duplicate rates caused a failure at Time & Expense line 1385.

Defect 2288854: As part of an enhancement to update security within Planning, the User Maintenance application was removed. 

Defect 22210178: After you changed the hours in a cell on the Hours subtask for a Working status budget, you received an error after you clicked the Tab button. 

Defect 2255092: When the integrated method was used, the final version of the EAC did not automatically populate the report unless you first ran the Mass Upload Project Budgets to Organization Budgets utility. To correct this, a Budget Source drop-down field was added. The field displays only for the integrated method. Choose from the following options: 

• Latest Org BUD/Outlook: Select this option to run the report using the latest org budget that has a status of complete. 

• Final Project BUD/EAC: Select this option to run the report using the final EAC or the final budget if an EAC does not exist.

Defect 2259628: When you created a new Budget Group, an error occurred.

Defect 2224272: After you ran the Commit process on all Working status budgets, you received a system error.

Defect 2227098: After you manually edited rates for a specific year, the rate was applied to other prior years.

Defect 2239755: Labor rates were doubled due to new burden amounts that should not have been included in the calculation.

Defect 2208505: After you created an outlook from an org budget, the labor, non-labor, and overhead amounts on the Profit & Loss details subtask were doubled in the prior closed periods.

Note: This occurred if Planning was configured to use the integrated method for calculating org budget revenue.

Defect 2247213: When you created a top-level budget or outlook, the rollup outlook was missing indirect actual costs.

Defect 2191861: When you used the Budget Period of Performance, it did not include the Period End Date.

Defect 2222951: When you set up a duplicate revenue record, a merge error occurred.

Defect 2251270: When you attempt a merge operation, an error occurred if a target row matched more than one source row.

Defect 2252917: The application did not include an option to recalculate the budget or EAC. To correct this, a Recalc option was added to the Process drop-down list, which displays when the Budget or EAC has a status of Working.

Defect 2227078: The PLC did not populate with the default description, when one was not already specified in Manage Project Labor Category.

Defect 2271478: When you selected Alternate Project as the Report By option, the Ending field did not validate correctly.

Defect 2135223: The report did not indicate the source (GL or PSR) of the transaction details. To correct this, a Source column was added to the Transaction Analysis Details table.

Defect 2249272: When the application was reintroduced in an earlier release, it did not include the option to recommit project budgets or EACs. To correct this, a Recommit button was added to the screen, which is enabled for budgets or EACs that have a status of Complete or Incomplete.

Defect 2266550: A warning message associated with the Recommit process was updated to remove an unnecessary instance of the word "recommit."

Defect 2072653: When you selected a wide range of projects, or 'ALL' for Projects, a performance issue occurred.

Defect 2127105: A REVFXD entry in the Cost Table of the source NB budget caused duplicate records for fixed revenue.

Defect 2131626: When you tried to create an EAC, you received a hard error if a duplicate PLC rate existed.

Defect 2203963: You received a Null Pointer Exception error after you added a line with no values to the Amounts subtask.

Defect 2209879: After you committed either a budget or EAC, an incorrect number of hours displayed due to duplicate records that existed in the table for pending hours.

Defect 2210422: Top Level projects were missing when you ran the Cost report type.

Defect 2213127: After you changed the hours in a cell on the Hours subtask for a Working status budget, you received an error after you clicked the Tab button. 

Defect 2227071: When an EAC had a Working status, pending timesheets did not include the default PLC even though it existed.

Defect 2242820: When you changed the project ID in the header, the query ran sluggishly, taking up to eight minutes to execute.

Defect 2248081: Though the PLC subtask was designed to allow you to input modifcations, in the case of one specific project, the Project Labor Categories, it was not editable. With this correction, Project Labor Categories is now always editable.

Defect 2257773: When you copied lines in the Hours or Amounts subtasks, they included actuals from prior periods instead of zeros.

Defect 2268323: When labor entries from the general ledger did not include an effective billing rate, you received an unexpected merge error.

Defect 2105601: When you added a new assignment, PLC did not display by default.

Defect 2255959: When you ran this application, you encountered a system error. The threshold for arithmetic overflow in two work tables has been increased from 999,999 to 9,999,999 to fix this issue.

Defect 2193978: When you posted standard bills, the MU Billed Amount on Manage Project Bill summary included sales tax.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can change the MU Billed Amount value. However, this would not be feasible for multiple invoices.

Defect 2221417: The expiration date and revision number on the Standard Form 1443 in Costpoint has been modified to 6/30/2027 and 10/2023 respectively to be consistent with the form’s current version.

Defect 2206654: The locking method for the Update Billing Tables Bill Labor Category Description application has been changed to user locking.

Defect 2221928: When you ran this application, the process failed to complete.

Defect 2195903: You encountered a performance issue when running the Compute Revenue screen.

Defect 2226699: When you ran this toolkit, you encountered the following error message: “Number of rows to delete not the same as the number of duplicates found. No changes were made.”

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can update the VEND_ID to a single value like “XXXXX” for the duplicate records, run the toolkit again, and then set the VEND_ID back to NULL.

Defect 2206653: The locking method for the Load Labor Rates application has been changed to user locking.

Description: Getting an Error when trying to Approve an Owning Org change journal entry regarding Exchange Rate cannot be zero

Customers Impacted: Costpoint Users

Workaround Before Fix: A work around is to go approval Settings  and uncheck Approval Required for AJEs.



Additional Notes:

Defect 2212088: When you printed the Revenue Worksheet with ITD selected in Select Report Period on the Print Revenue Worksheet screen for accounts with SALCAP function code, the revenue amount was incorrect for the project with negative unallowable costs.

Defect 2239725: Performance tuning has been conducted for this application.

Defect 2244899: When there were net negative YTD costs for an account or organization, the allowable amounts on the printed Revenue Worksheet were incorrect.

Defect 2251112: When you created project report tables, the Prior Year Adjustment Period revenue fields (SUB_PYREV_TGT_AMT/SUB_PYREV_ACT_AMT) were populated for subperiods other than the subperiod in which the revenue was recognized.

Defect 2249199: When you selected Subperiod from the Select Report Period drop-down list and ran this application, the Prior Year Adjustment Period Revenue was not included in the generated report.

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can select the Hours By Employee checkbox in the Show group box before running the report.

Defect 2275365: When you updated the Billing Value of an existing record, you encountered the following error message: “This record already exists. This combination of columns ('Fiscal Year (Hidden)','Project (Hidden)','Organization','Account','General Labor Category','Project Labor Category','Employee','Vendor','Vendor Employee') must be unique.”

For Pick and Choose deployment: If you choose not to apply this hotfix, as a workaround, you can:

1. Paste all rows into an Excel spreadsheet and make the value changes there.

2. Copy a row on the Manage Prior Year Billable Value screen.

3. Update the value in the copied row.

4. Delete the original row, which also deletes all other rows except for the new copied one.

5. Paste the remaining rows back from the Excel spreadsheet.

Defect 2213120: When you added multiple project levels simultaneously, Costpoint allowed the saving of project levels that were not set up at the top-level project.

Defect 2209426: When you changed a work assignment’s Approval Status to Closed on the Charges subtask of the Manage Work Assignments screen and changed the PO Status to Closed on the Manage Purchase Orders application, the charge lines on the work assignment did not appear. However, when you closed the work assignment but kept the PO Status set to Open, the charge lines on the work assignment remained visible.

Defect 2271823: When you changed the login ID for a new employee record after having added and saved it, tabbing cleared out the email address unexpectedly.

Defect 2264047: When you clicked Correct but did not make any changes, a message should have displayed after you saved that informed you that the timesheet was not modified.

Defect 2184357: Infocards for Expense Report Types Code and Description were blank.

Defect 2074079: The default charge type was only populating the Account and ORG fields when you incorrectly deleted a charge from the charge tree.

Defect 2115165: When you added an Entertainment expense with meals and attendees, and then a single meal for the same day, no error displayed for already claimed meals.

Defect 2208417: After you revised an expense report notification, an email was sent to the employee even though it was not configured to be sent.

Defect 2209819: The primary supervisor did not received an email notification after the first approver approved an expense report task.

Defect 2258386: When you loaded expense reports for subcontractor (SubK) user approvals, the labor support subtask did not recognize work assignment timesheets and caused an error.

Defect 2265209: When you updated the pay method for an expense on another user's expense report, the selection was not saved and reverted to Submitted status.

Defect 2265829: After you clicked Submit in Wizard mode, the number of attachments that displayed on the Attachments tab doubled. This happened when one attachment was marked as Missing and an overall attachment was also present.

Defect 2268293: When you updated the Comments field for an expense after submission, the comment was not saved.

Defect 2271420: Though Enable Time & Expense Interactive Email in System Settings and Use Interactive Email for Notifications for Overall Approval Task were not selected, interactive emails for Expense Report approvals were still being sent.

Defect 2211555: You encountered this system message: "Internal environment message: Invalid rs EPMCONFIG_HDR metadata. Client side Primary/Logical keys should uniquely identify rows .Found duplicates : 0$X| based on keys : COMPANY_ID|" when accessing the Expense Settings application.

Defect 2272035: When you used unclaimed expenses and no additional unclaimed expenses existed, voiding the original claims on the expense report did not immediately display those expenses in the Quick Entry Expense Report. The expenses only appeared after saving the new Quick Entry Expense Report.

Defect 1949853: When a supervisor rejected a Processed timesheet at the same time as the employee corrected it, the timesheet status changed to Rejected, but the button did not change from Correct to Undo Correct.

Defect 2243498: You encountered a 403 error code when accessing the Daily Floor Check application.

Defect 2203117: When a timesheet is ready for approval, if the role add or changes a UDT, but does not save the record and clicks approve, the change is recorded without  a revision.

Defect 2244092: Mismatch in S_STATUS_CD between TS and TS_SUMMARY tables when approve a timesheet through Mass Approve TS, or reject a timesheet launched from Desktop

Defect 2244973: You encountered a 403 error code when accessing the Manage/Approve Timesheets application.

Defect 2160750: You received a system error when you entered lunch hours after clearing the Time Out field in the Time In/Out subtask of a timesheet.

Defect 2194589: When setting the new class setting to check schedule changes and a specific TS schedule, a system error is given.(Nullpointer Exception)

Defect 2210448: You received an error when a work assignment charge row with a GLC and PLC is selected, while rows without a GLC and PLC can be saved without error.

Defect 2221797: When Delegation is selected, the delegate role does not receive email notifications for leave requests.

Defect 2225801: When Event set to send TS save Notifications to Primary Supervisor, the user has a PS role over a different group, the save email is still sent to themselves.

Defect 2254409: Interactive Timesheet duplicates Projects upon Save, when hours are entered in the Favorites section of the Timesheet. Duplicated Projects are then viewable in Web as well.

Defect 2257866: When Time was configured to use the Project abbreviation and the UDT02 was a manufacturing order (MO), you received an error after you selected it from Favorites on the timesheet.

Defect 2265933: When you added a row of cost-only values, they were incorrectly included in the total hours on the home dashboard.

Defect 2269024: When you corrected a timesheet without making any changes and then signed the timesheet, a task to approve the timesheet was incorrectly generated.

Defect 2244974: You encountered a 403 error code when accessing the Timesheet Reminder application.

Defect 2222695: When the current period was the same as the specific period that you selected, the results were not identical, when they should have been.

Defect 2244003: You encountered a 403 error code when accessing the Timesheet Status application.

Defect 2200745: You encountered a system error when you clicked Apply to request for a new leave on the Work Schedule screen.

There are no security enhancements or security issues addressed in this release.

Database Change documents detail the modifications made to the data dictionary between releases. You can view and download these documents in PDF or Excel format from the Deltek Learning Hub. To find specific documents quickly, use the Search box and Filter functionality available on the platform.

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