HomeMy WebLinkAbout2022-04-25-minutes-public-works-study-sessionKITTITAS COUNTY COMMISSIONERS
Public Works Study Session
Regular Meeting
Monday April 25, 2022 - 1:30 PM
Commissioners' Auditorium
205 West 5th Room 109 - Ellensburg and Webex
1. Call to Order
2. Ridgecrest Road and Access Issues
3. Fiscal Department Stang and Cayenta Software Upgrade Discussion
4. Other business
5. Adjourn
Created on 4/22/2022 8:26:11 AM
KITTITAS COUNTY
PUBLIC WORKS STUDY SESSION MINUTES
Commissioners' Auditorium and Webex
Regular Meeting
MONDAY 1:30 PM APRIL 25, 2022
Board members present: Chairman Laura Osiadacz, Vice -Chairman Cory
Wright, Commissioner Brett Wachsmith
Others: Mark Cook, Candie header, Public Works; Dan Carlson, Jeremy
Johnston, Jeremiah Cromie, Jeremy Larson, Stephanie Mifflin, Jessica
Miller, Community Development Services; Kristine Foreman, Human
Resources; Jim Goeben, Information Technology; and One (1) Member of
the Public
At 2:00 pm Chairman Laura Osiadacz opened the Public Works Study
Session.
RIDGECREST ROAD AND ACCESS ISSUES
Mark Cook gave background on Ridgecrest Road and the land use
decisions in the surrounding area and how those decisions have
affected the access/road issues. Mark Cook stated that a few years
ago staff had conversations regarding the development of a Road
Improvement District for Ridgecrest and the possibility of the road
being used as an alternate access to the Teanaway area as an
evacuation route. Mark Cook continued that a property owner has been
granted permits from other county departments and they are now
requesting an access permit, however, the road is not built to
current standards and has been certified, so no access permit can be
granted. Mark Cook stated that there are a few options for Board
consideration that include a road maintenance agreement between the
property owners, a road improvement district, a variance application
submitted for consideration, or a voluntary restrictive covenant
placed on title for other properties in the area. Mark Cook added
that a hold harmless agreement could be reviewed as well. Pat Deneen
was in attendance and gave public comment regarding his support for
the suggestions being made by Public Works. Discussion was held.
Staff was directed to research Ridgecrest Road as a possible
evacuation route and work with legal to determine if a voluntary
covenant or hold harmless agreement is feasible.
FISCAL DEPARTMENT STAFFING AND CAYENTA SOFTWARE UPGRADE DISCUSSION
Mark Cook stated that the current Finance Manager for Public Works
will be retiring at the end of December 2022. Mark Cook continued
that Public Works would like to hire a new Finance Manager ahead of
that retirement for training purposes and discussion was held that
current savings from vacant positions can cover the cost of the
2022-04-25 MINUTES
additional hire. Mark Cook added that Public Works recently learned
of an upgrade being schedule to Cayenta and that Fiscal Analyst,
Scott Casey has extensive knowledge of the program and would need to
be involved in the upgrade process. Mark Cook commented that with
this project, the need for additional help is necessary. Discussion
was held.
EXECUTIVE SESSION 42.30.140(4)(B) THAT PORTION OF A MEETING DURING
WHICH THE GOVERNING BODY IS PLANNING OR ADOPTING THE STRATEGY OR
POSITION TO BE TAKEN BY THE GOVERNING BODY DURING THE COURSE OF ANY
COLLECTIVE BARGAINING, PROFESSIONAL NEGOTIATIONS, OR GRIEVANCE OR
MEDIATION PROCEEDINGS, OR REVIEWING PROPOSALS MADE IN THE
NEGOTIATIONS OR PROCEEDINGS WHILE IN PROGRESS.
The Board entered Executive Session at 2:42 pm to discuss collective
bargaining for ten minutes. Action is anticipated. The Board exited
Executive Session and 2:53 pm and entered into Executive Session for
an additional ten minutes. The Board exited Executive Session at
3:03 pm and staff was directed to negotiate two separate Memorandum
of Understanding(s).
Additionally, staff was directed to advertise for a Finance Manager.
OTHER BUSINESS:
There was no other business for discussion.
Meeting adjourned at 3:05 pm.
2022-04-25 MINUTES
KITTITAS COUNTY COMMISSIONERS
KITTITAS COUNTY, WASHINGTON
Laura Osiadacz, Chairman
KITTITAS COUNTY
DEPARTMENT OF PUBLIC WORKS
PUBLIC WORKS — BOARD OF COUNTY COMMISSIONERS
STUDY SESSION STAFF REPORT
STUDY SESSION DATE: April 25, 2022
TOPIC: Fiscal Department Staffing and Cayenta Software Upgrade Issues
ACTION REQUESTED: Direct Staff
LEAD STAFF:
Mark R. Cook
RECOMMENDATION:
Direct Public Works (PW) solicit for a Fiscal Manager shadowing our current manager
through December 2022. Expedite hiring the Lead Fiscal Analyst allowing our payroll
specialist to interact with the Cayenta upgrade team and pending data migration effort.
BRIEFING SUMMARY:
• PW has been short a Fiscal Analyst for several months now.
• Attempts to implement a Lead Fiscal Analyst have stalled.
• A backlog of work is building in the Division.
• Fiscal Manager Remeto retires December 31, 2022.
• Unknown to PW, IT has been planning a significant upgrade to Cayenta —
including time management and job costing.
• PW is under -staffed to successfully support the software upgrade or the pending
retirement of Remeto.
BACKGROUND:
Following the resignation of a PW Fiscal Analyst at the end of January 2022, PW
requested action on establishing a Lead Fiscal Analyst position for PW and the Auditor's
Office. The current two analysts have been covering department workload with
assistance from Finance Manager Remeto. Owing to building workload, PW did solicit
for a Fiscal Analyst and the solicitation closed on April 8, 2022. PW was not able to
change experience requirements as any changes must be bargained with the Courthouse
Union's business agent. Neither of the two applicants possess sufficient accounting skill
meeting minimum requirements for hire consideration. PW understands that a
memorandum of understanding with Council 2 is not in place allowing solicitation of a
Lead Fiscal Analyst.
PW learned last last week (04/1412022) of IT's pending Cayenta software program
upgrade. Cayenta proposes skipping a previous version upgrade and moving to the
second upgrade at Version 9.1.
Page I of 3
Public Works "Work Session Staff Report", 2022
The proposed upgrade changes are summarized below:
• Move from Oracle to SQL
• Update payroll to Time based
• Remove old tables (we currently have data back to 1994)
• Potential upgrade
• Project timeline likely 4+ months
• Proposal and supplemental documents attached
• SQL Server license has been purchased by IT.
The database move from Oracle to SQL is expected to significantly impact payroll
operations (EXHIBIT 1).
DISCUSSION:
Ongoing staff shortage and the pending retirement of P W 3 s Finance Manager is expected
to cause PW accounting issues the longer we go without being fully staffed. It might be
prudent to hire a Finance Manager in June and allow sufficient training prior to our
manager retiring on 12/3112022. While this action is not expected to fully alleviate work
program backlog, it is expected to help stabilize the Finance Division going into fiscal
year 2023.
PW's fiscal analyst specializing in payroll will likely need a fair amount of capacity
supporting the Cayenta software upgrade. Major software upgrades are generally
wrought with difficulties but by also changing the database management software more
pending issues need to be recognized. Currently tools are used to move data from the
financial system to third party software utilized within PW. These tools will likely be
obsolete once the upgrade takes place. Many of these tools have allowed efficiencies to
be gained that will now be lost. We cannot hire consultant support as no one knows the
current database and the related programs better than Scott Casey, our Fiscal Analyst
managing payroll. It is regrettable that we were not aware of the proposed software
upgrade until recently. We are not in a good position supporting the software upgrade
given current staffing shortages in PW.
FISCAL IMPACTS:
PW budgeted a Project Manager for 2022 that we have elected not to fill for the
remainder of 2022. The current savings to personnel budgeted in 2022 is estimated at
being: ($45.90/hr)(2080 hrs/yr) = $95,472. PW proposing utilizing personnel budget
unused in 2022 offsetting the expense of hiring a Finance Manager ahead of Remeto's
retirement on 12131/2022. Seven months of the current Finance Manager's salary equates
to: $54,782.
ATTACHMENTS:
EXHIBIT 1: CAYENTA UPGRADE DOCUMENTS
Page 2 of 3
Public Works "Work Session Staff Report", 2022
EXHIBIT 1: CAYENTA UPGRADE DOCUMENTS
Page 3 of 3
Public Works "Work Session Staff Report", 2022
Candie Leader
From:
Liz Remeto
Sent:
Friday, April 15, 2022 7:32 AM
To:
Mark Cook
Subject:
FW: Cayenta projects
Fyi..
Liz Remeto j Finance Manager Kittitas County Public Works 1 411 North Ruby, Suite
1 I Ellensburg, WA 98926
Direct: S09.962.7608 I Cell: 206.384.8419
From: Jim Goeben <jim.goeben@co.kittitas.wa.us>
Sent: Thursday, April 14, 2022 5:06 PM
To: Brian Carlson<brian.carlson@co.kittitas.wa.us>;'Richard Goodfellow' <rgoodfellow@harriscomputer.com>; Liz
Remeto <liz.remeto@co.kittitas.wa.us>; Scott Casey <scott.casey@co.kittitas.wa.us>
Cc: Matt Jenkins<matt.jenkins@co.kittitas.wa.us>
Subject: Cayenta projects
Brian, I think your plan sounds great!
Hi Liz and Scott, we're starting to talk about some Cayenta projects scheduled for this year and would like to bring you
into the conversation.
We're going to schedule a virtual kickoff meeting with all parties. Here is a few times IT is available. Do any of those
days/times work for you?
Thursday 4/21 10am-2pm
Friday 4/22 10am-5pm
Wednesday 4/27 9am-fpm, 2pm-5pm
Thursday 4/28 I1am-2pm, 3pm-5pm
Friday 4/29 all day
The project scope is:
• Move from Oracle to SQL
• Update payroll to Time based
• Remove old tables (we current have data back to 1994)
• Potential upgrade
Project length is likely 4+ months. Scheduled TBD.
Thanks!
Jim Goeben
Information Technology Director
Kittitas County 205 W 5th AVE STE 13 1 Ellensburg WA 98926
'im. oeben co.kittitasma.us http://www.co.kittitas.wa.us
AYENTA FMS
9.1 Feature Release Document
Contents
INTRODUCTION.....................................................................................................................................................3
ABOUTCAYENTA 9.1.0...................................................................................................................................................3
Foundation: Bringing together the Cayenta ERP Suite of Product........................................................................3
HomePage Redesign............................................................................................................................................3
Themes............................................ ......................................................................................................................4
PortalEnhancements............................................................................................................................................4
CayentaFMS Updates..........................................................................................................................••---............5
CAYENTAFMS........................................................................................................................................................7
ACCOUNTSPAYABLE.................................................................................................................................................7
1099 Proof and Exception Report Enhancement..................................................................................................7
1099 NEC Form Changes.......................................................................................................................................7
Accounts Payable Portal Enhancement................................................................................................................7
AP Archive and Purge Enhancement.....................................................................................................................8
CIBC Direct Deposit File Enhancement..................................................................................................................8
Fixed Asset Integration Enhancement..................................................................................................................8
GSTSchedule Report Enhancement......................................................................................................................8
InvoiceEntry..........................................................................................................................................................8
Open Item Adjustment Enhancement...................................................................................................................8
Purchasing Ship to Enhancements........................................................................................................................9
Supplier Check/Cheque Report Enhancement.......................................................................................................9
Vendor Withholding Functionality........................................................................................................................9
ACCOUNTS RECEIVABLE............................................................................................................................................9
Classic AR Transaction Report Enhancement........................................................................................................9
CONTRACTS................................................................................................................... ...............9
Contract Management Deliverables Tab Enhancement.......................................................................................9
EXPENSEMODULE...................................................................................................................................................10
Connect Finance: Expense Module......................................................................................................................10
GENERAL LEDGER................................................................................... ......10
Core Advanced Searches: Add Distribution Code................................................................................................10
JournalEntry Enhancement................................................................................................................................10
MasterListing Reports........................................................................................................................................11
Transaction Detail Report and Report Writer Enhancement..............................................................................11
MISCELLANEOUS RECEIVABLES...............................................................................................................................11
BillJob Costing Transactions...............................................................................................................................11
Miscellaneous Invoice Payments.........................................................................................................................11
PURCHASING...........................................................................................................................................................12
AutoPO Create Option........................................................................................................................................12
Catalog Functionality Enhancement...................................................................................................................12
Connect Finance Approval Email.........................................................................................................................12
Preference Code: SY/POPUPWARNG f Pop -Up Message Control.......................................................................12
Purchasing Inquiry Enhancement.......................................................................................................................12
Remaining Balance Report Enhancement...........................................................................................................12
Selected PO Line Report Enhancement...............................................................................................................13
SYSTEM................................................................................................... ......13
Admin Scripting Enhancement............................................................................................................................13
APIEnhancement .................................. ..............................................................................................................13
Journal Entry, Purchasing Requisition and Purchase Order Entry Enhancement................................................13
SMTPOffice 365 Support....................................................................................................................................13
User Security Level Maintenance Enhancement.................................................................................................14
INTRODUCTION
About Cayenta 9.1.0
Cayenta Version 9. 1.0 represents the latest release of Cayenta FMS.
This release incorporates a wide variety of enhancements and
deficiency corrections required for both new implementation projects
and continued support of customers using Cayenta FMS in their
production environment.
Foundation: Bringing together the Cayenta PRP Suite of Product
• Updated our user interface
Leveraged configuration -based changes
Made changes through central components
• Minimized individual screen changes
PREREQUISITES
• Uniface 10.3 runtime
• Monitors with Ful! HD (1920X1080)
Version 9.1.0 contains the following enhancements to the Cayenta user interface:
Home Page Redesign
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New functionality includes Favorites and Recent History to allow users to quickly find often used
options as well as a list of suggested options.
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Broadcast messages are incorporated to display messages on a new homepage channel.
Themes
Added support for the following themes:
Light Mode
Dark Mode
Switching themes requires a restart of the application. This enhancement positions usfor more themes
and easier updates in future versions.
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Upgraded to AGGRID 23
Menu updates
c Sort indicators
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o Column menu update
o night -click table menu update
Auto -scaling for columns
Columns are auto sized
For small tables
o The grid calculates percentages from the auto -size and sets the width accordingly.
Large tables
o Includes auto sizing of columns not visible within the scroll area.
Cayenta FMS Updates
Navigate F ki' W M qM Accounts Payable
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Fonts and Colors
o Increased font size
o Light and Dark mode themes
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Appearance
o Tabs
o Toolbar Buttons
o Action Buttons
o Lookup
o Calendar
o Unavailable options are now hidden/disabled
CAYENTA FIBS
ACCOUNTS PAYABLE
1099 Proof and Exception Report Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -12042
The 1099 Proof and Exception Report has an added option to export to Excel. The
report now has options for both Word and Excel outputs.
1099 NEC Form Changes
JIRA # CAYENTA FEATURE DESCRIPTION
CF -12035 The US Federal Government changed the 1099 processing for the year 2020 as
they introduced the 1099 -NEC form and file for Non -Employee Compensation
Reporting. The Cayenta 1099 Account Range, 1099 Processing, File and Form
Generation form are enhanced to create, maintain, print, and file these new forms.
Accounts Payable Portal Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1743 The Accounts Payable Portal has a new core portal statistic: AP NO CLAIM
REBATE. This portal statistic displays the rebate/tax details for approved/paid
invoices, where the invoice has not yet been through the claim process. From this
portal stat, the user can assess whether the tax/rebate details are correct before
marking the invoices as claimed through the claim process.
The following columns are displayed:
• Rebate Type
• Supplier Name
• Invoice Number
• Invoice Date
• Invoice Amount
• USD - foreigncurrency(blankorYflag)
• GST Amount
• PST Amount
• GST Rebate
• PST Rebate
• Report Code
• Fund
• Sub -Fund
Action buttons include the Invoice Rebate Edit button which loads the selected
invoice into the AP Invoice Rebate Edit form.
AP Archive and Purge Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -12085 The Accounts Payable Purge and Archive process is enhanced to allow for a new
selection. The new selection allows the option to Archive and Purge. When
selecting this option, the system archives the selected records and then purges
the selected records.
CIBC Direct Deposit File Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -1 1810 Cayenta updated the CIBC CA Direct Deposit file based on updated banking
requirements from CIBC. CIBC changed the Account No. and Return data
elements from numeric to alphanumeric.
Fixed Asset Integration Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -9817 The Fixed Asset Integration added an Always Capitalize flag in the GL Master
(GL001 M) Table. If this flag is set and the GL account code is used in Invoice Entry,
it will be marked for capitalization regardless of the set dollar amount threshold.
GST Schedule Report Enhancemen
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1838 Cayenta made enhancements to the GST Schedule Report by adding the
following:
1. Added Company (Fund) field
Users may filter by this field
2. Added Branch (Sub -Fund) field
users may filter by this field
3. Added Posting Period field
4. Added Invoice Amount Before Tax field
5. Added Excel output option (in addition to RTF).
Invoice Entry
JIRA# CAYENTA FEATURE DESCRIPTION
CF -11876 The Accounts Payable Invoice Entry form is updated to notify the user if a supplier
has a discount configured. These discounts are calculated automatically based
upon the configuration in the Supplier Master
Open Item Adjustment Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -1 1265 In Accounts Payable, we updated the Open Item Adjustment form to allow a user
to update the T4A Eligibility flag, if it was missed during Invoice Entry. This can be
used for both unpaid and paid invoices. By changing this flag, the invoice will now
be picked up when the T4A process is run.
Purchasing Ship to Enhancements
JIRA #
CAYENTA FEATURE DESCRIPTION
CF -12603
Cayenta introduced a new preference code PO/SHIPT. By enabling this flag, it will
protect the Ship -To field from being changed in Purchase Requisition and
Purchase Order Entry. The default record for the user is displayed and used.
Supplier Check/Cheque Report Enhancement
JIRA #
CAYENTA FEATURE DESCRIPTION
CF -1195$
The Accounts Payable Supplier Check/Cheque Report has a new option to allow
you to create the report in Excel, in addition to the RTF format.
Vendor Withholding Functionality
JIRA #
CAYENTA FEATURE DESCRIPTION
CF -12205
Cayenta added Vendor Withholding functionality to our Accounts Payable Module
The functionality is enabled with the Preference code AP/WHOLDING. This will
INCLUDES
allow you to configure for a supplier, the following:
CF -12034
• Withholding distribution code
• Percentage
• Minimum and maximum withholding amounts
• General Ledger Accounts (both expense and liability)
This simplifies reporting and remitting to the appropriate authorities. Depending
on the configuration, the amounts and records are automatically created in Invoice
Entry. The Edit list and Approval Reports are updated to reflect the new entries as
I well.
ACCOUNTS RECEIVABLE
Classic AR Transaction Report Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
F-12440
The AR Transaction Report was enhanced to allow the display of opening and
closing balances by customer. A new checkbox Print Customer Balance was added
to the selection screen and will be defaulted on if the preference code AR/RPBAL
is set.
The report may also now be run by period. A period range was added to the
report selection.
CONTRACTS
Contract Management Deliverables Tab Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CF -10751 The Contract Management Deliverables tab added a new Completed Amount
field so that the contracts can be tracked by their dollar value in addition to their
dates.
EXPENSE MODULE
Connect Finan(-,-- Fyr)PncP Mnrli ilr
JIRA #
CAYENTA FEATURE DESCRIPTION
CF -12336
Cayenta is proud to announce its newest offering: Connect Finance - Expense
INCLUDES
Module.
CF -12380
CF -12386
The Expense module includes the abil'ty to allow employees to complete travel
CF -12383
requests as well as travel reimbursement and reconciliation within Connect
CF -12381
Finance.
CF -12382
CF -12384
CF -12385
The Expense module has options to configure per diem, mileage, lodging, and
CF -12464
incidentals based upon the Federal Government guidelines, with the ability to
CF -12391
override at your site.
CF -12709
CF -12725
Multi -Level Approval paths may be configured and payment to employees is
CF -12601
generated through Accounts Payable. You may also use the Expense module to
CF -12719
directly enter expenses (items that did not begin as a travel request).
CF -12768
GENERAL LEDGER
Core Advanced Searches: Add Distribution Code
JIRA # CAYENTA FEATURE DESCRIPTION
F-12159 Financial Inquiry is enhanced with a new tab added to the Advanced Search
options. The new tab, DAC, includes the following fields:
• DEPT -GROUP
• CHARGE -CODE
• DESCRIPTION
This allows a user to perform various lookups by these three fields.
Journal Entry Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CF -1 1760 A new feature was added to Journal Entry. If you are deleting an entry and you are
the owner, the pop-up message will ask if you really want to delete the entry. If you
are deleting an entry that was created by another user, the name of the user is now
displayed in the error message: Do you really want to delete batch 9999 created
by Elizabeth Henderson?
Master Listing Reports
JIRA # CAYENTA FEATURE DESCRIPTION
CF -11455 The General Ledger Master Listing Reports are now available in the Financial
Management Portal as a portal statistic. The portal statistic will allow a user to
review the records by list view, record view, filter by columns and link to the
maintenance screen for the selected record. Any portal statistic can be exported
as Excel or CSV for printing.
Transaction Detail Report and Report Writer Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1730 The GL Transaction Detail Report and GL Report Writer added GL Security to
allow you to limit the information displayed in these two reports.
New preference code:
• GUGLSECCHECK indicates if these reports will use GL Security.
MISCELLANEOUS RECEIVABLES
Bill Job Costing Transactions
JIRA # CAYENTA FEATURE DESCRIPTION
CU -31305 Cayenta enhanced Miscellaneous Accounts Receivable to allow you to bill job
costing transactions through Miscellaneous Accounts Receivable. This
modification adds the ability to reference a job and pull the job costing
transactions into the entry.
We also added the ability to populate the General Ledger Override with the
referenced work order, or the job code. The work order or job code will override
the one referenced in the Bill Reference field. This allows the user to confirm or
override, and auto -populate the GL Override with the referenced work order or
job code.
Miscellaneous Invoice Payments
JIRA # CAYENTA FEATURE DESCRIPTION
CU -33188 Cayenta enhanced Payment Entry for paying miscellaneous invoices to display the
outstanding invoice balance in the amount field.
A new Preference code PP/OVRDU is required. When turned on, it will display the
invoice amount in the amount field in payment entry. When turned off, the
account balance owed of all invoices is displayed.
PURCHASING
Auto PO Create Option
JIRA# CAYENTA FEATURE DESCRIPTION
CF -10624 When using the Auto PO Create option, set in the PO Subsystem Control, the
Purchase Requisition Entry will only allow one supplier to be used for the
entire requisition.
Catalog Functionality Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -12439 Catalog functionality in Purchasing Management is enhanced by adding the ability
to search and select items across all available catalogs. Purchase Requisition and
Purchase Order Entry processes, allows you to lookup by catalog -item and
displays the following information:
• Catalog
• Catalog Descriptions
• Item
• Item Description
Connect Finance Approval Email
JIRA# CAYENTA FEATURE DESCRIPTION
CF -12519 The Purchase Requisition Multi -Level Approval email is enhanced to include the
Requisition Description in the subject of the email.
Preference Code: SY/POPUPWARNG I Pop -Up Message Control
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1205 A new preference code SY/POPUPWARNG was added.
When enabled, it will control pop-up messages in Receiving Entry. With this
preference code, Receiving Entry will alert the user if the purchase order they are
trying to receive was from a previous year.
Purchasing Inquiry Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CF -11936 1 Purchasing Inquiry is updated to display the Job Ident in the PO Line GL Inquiry
and the PO GL Expense Inquiry tabs if a work order or a job cost code is used.
Remaining Balance Report Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
Page 1
CF -11632 Cayenta updated the Remaining Balance Report to include two new fields. The
Purchase Order Requestor ID and the Purchase Order Date Required fields are
now columns displayed in the report.
Selected PO Line Report Ennancemenr
JIRA# CAYENTA FEATURE DESCRIPTION
CF -1 1752 Performance improvements were made for the Selected PO Line Report, when
I running the reportfor a large date range over multiple years.
SYSTEM
Admin Scripting Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CF -12402 The Admin Scripting option in Cayenta Financials will now allow you to paste
records with the right -click of the mouse. It also allows you to use keyboard
shortcuts Ctrl + C (Copy) and Ctrl + V (Paste).
API Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1166 The Cayenta Financials API is updated with new meaningful specific error
messages, replacing the generic error message in previous versions.
Journal Entry, Purchasing Requisition and Purchase Order Entry Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CF -12811 We have added a look up to the Departmental Security Code (DSC) field in
j Journal Entry, Purchasing Requisition and Purchase Order Entry forms. The lookup
will display the DSC code the user has access to and allow them to select the
appropriate code.
SMTP Office 365 Support
JIRA # CAYENTA FEATURE DESCRIPTION
F-1 1756 Cayenta Financials is enhanced to support smtp.office.365.com protocol in Multi -
Level Approval in the financial application.
Requirements include:
I The user email address should be a valid email address on the
office365.com account
• The user is required to sign into the Cayenta application with their Office
i 365 credentials.
CF -12867 A further update to Office 365 integration was completed in the Cayenta
Financials application. The smtp.office365.com protocol is enhanced to use a
generic user instead of the logged in user. This change requires you to update the
cayentamm.properties file as we added two new configuration options to use the
functionality.
User Security Level Maintenance Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CF -1 1873 Cayenta updated the User Security Level Maintenance to allow you to restrict a
user or group from approving a purchase order with an increased dollar value.
This will allow you to determine a subset of approvers who can approve purchase
order adjustments.
AIL'A :3 0 M W A
D
Contents
INTRODUCTION.....................................................................................................................................................2
ABOUTCAYENTA 9. 1.0 ................................................................................................................................................... 2
Foundation: Bringing together the Cayenta ERP Suite of Product........................................................................2
HomePage Redesign............................................................................................................................................2
Themes.................................................................................................................................................................. 3
PortalEnhancements............................................................................................................................................3
CayentaHCM Updates..........................................................................................................................................4
CAYENTAHCM.......................................................................................................................................................6
GARNISHMENT..........................................................................................................................................................6
Garnishment Processing.................................................................................................. .......6
..............................
HUMANRESOURCES.................................................................................................................................................6
Core Personnel Management Portal Statistic Enhancement................................................................................6
ISSUES& WORKFLOW...............................................................................................................................................6
API: UpdateTask....................................................................................................................................................6
PAYROLL..............................................................................................................................
2020 W4 Changes.................................................................................................................................................7
Audit Mode: Run Regular Payroll Process.............................................................................................................7
Canada Pension Plan Rates Table Enhancement..................................................................................................7
Deduction Rule Enhancement...............................................................................................................................7
Duplicate Payroll Check Enhancement..................................................................................................................9
Edit List Summary by YearEnhancement..............................................................................................................9
Employee Inquiry Enhancement............................................................................................................................9
Employer Benefits Reallocation Report Enhancement..........................................................................................9
FLSA Accumulation Process Enhancement..........................................................................................................10
Hire Process Enhancement..................................................................................................................................10
Miscellaneous Earnings: Employee Limit............................................................................................................10
Payroll Check Cancelation Process Enhancement...............................................................................................10
Personnel Management Portal Statistics Enhancement.....................................................................................10
StateUnemployment.................................................................................................................... ....11
..................
T4: Automatic Backup.........................................................................................................................................11
T4Boxes..............................................................................................................................................................11
T4Process Enhancement....................................................................................................................................11
T4Reporting Requirements................................................................................................................................12
Tax Verification Portal Statistics.........................................................................................................................12
TDI Update Process Enhancement.....................................................................................................................12
Time Bank Control Table Maintenance Enhancement........................................................................................13
Time Bank Unload Process Enhancement...........................................................................................................13
Time Entry Upload Enhancement........................................................................................................................13
US Quarterly 941 Report Enhancements.............................................................................................................13
USWithholding Rates.........................................................................................................................................14
US Workers Compensation Report Enhancement...............................................................................................14
W2.......................................................................................................................................................................14
Washington State Retirement Reporting............................................................................................................14
INTRODUCTION
About Cayenta 9.1.0
Cayenta Version 9.1 .0 represents the latest release of Cayenta HCM
This release incorporates a wide variety of enhancements and
deficiency corrections required for both new implementation projects
and continued support of customers using Cayenta HCM in their
production environment.
Foundation: Bringing together the Cayenta ERS' Suite of Product
• Updated our user interface
• Leveraged configuration -based changes
• Made changes through central components
• Minimized individual screen changes
PREREQUISITES
• Uniface 10.3 runtime
• Monitors with Full HD (1920X1080)
Version 9.1.0 contains the following enhancements to the Cayenta user interface:
Home Page Redesign
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presented on the screen.
New functionality includes Favorites and Recent History to allow users to quickly find often used
options as well as a list of suggested options.
User -defined portals and links are now underthe Custom ab.
Broadcast messages are incorporated to display messages on a new homepage channel.
Themes
Added support for the fo'lowing themes:
Light Mode
Dark Mode
Switching themes requires a restart of the application. This enhancement positions us for more themes
and easier updates in future versions.
Portal Enhancements
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Upgraded to AGGRID 23
Meru updates
o Sort indicators
o Column menu update
o Right -click table menu update
Auto -scaling for columns
Columns are auto sized
For small tables
o The gr�d calculates percentages from the auto -size and sets the width accordingly.
° Large tables
o Includes auto sizing of columns not visible within the mcrn/| area.
CayeOfOHCM Updates
Fonts and Co|om
o Updated fonts with increased screen sizes.
o Light and Dark mode themes.
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o Updated fonts with increased screen sizes.
o Light and Dark mode themes.
Appearance
o dabs
o Roolbar Buttons
o Action Buttons
o Lookup
o Calendar
o Unavailable options are now hidden/disabled
Alf E NTA H M
GARNISHMENTS
Garnishment Processing
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6230 Cayenta released Phase 1 of our Garnishment Processing wfiich nflw al :-.v...: yoL] tr,
manage garnishments at the employee and _-arnishment ILvel. The following
features are added:
■
Anew Garnishment Table is added, and garnishments will be saved to this
table when created.
• Personnel Inquiry allows you to record and view any garnishments for an
employee
• A new Garnishment Maintenance form allows you to view or update
garnishments for any employee and any garnishment code.
Garnishments updates are written to shadow tables (history).
Employee history will display garnishment updates.
Garnishment Vendors: A garnishment flag was added to the AP Supplier Table
(AP001 M) to identify a garnishment vendor. You no longer need to use the Payroll
Vendor Table as we removed the double maintenance required.
Garnishment Deductions: A Garnishmentflag on the Deduction Master
Table (PA040T) identifies a deduction as a garnishment deduction. When
garnishments end, the corresponding Employee Garnishment Deduction
End Date field will be updated as well.
HUMAN RESOURCES
E
Core Personnei Management Portal Statistic Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6649 The Core Personnel Management Portal Statistic for Turnover Positions is
enhanced with the addition of two new filters and fields:
■ Start Date
• Status
ISSUES & WORKFLOW
API: UpdateTask
JIRA # CAYENTA FEATURE DESCRIPTION
CU -30832 j The UpdateTask API is enhanced to displaythe actual Human Resources (HR)
ierror, as opposed to a generic error in the Connect Self Service products.
PAYROLL
2020 WA Changes
JIRA # CAYENTA FEATURE DESCRIPTION
CP -5970 Cayenta Payroll and Human Resource modules support the changes the United
States Government passed for W4 processing beginning in the year 2020. This
includes a new W4 form, income adjustment as amounts not as allowances, and
support for percentage or wage bracket methods for withholding. This also
includes the necessary changes to Year -End Processing for carrying over the
jinformation to the new payroll year.
Audit Mode: Run Regular Payroll Process
JIRA#
CP -6038
CAYENTA FEATURE DESCRIPTION
Cayenta enhanced Payroll to allow you to process payroll in Audit mode for a pay
period. No table updates are completed; however, all reports are produced
allowing you to complete the validation of the process.
The Payroll Emp!oyee Inquiry is also enhanced and allows you to inquire on an
employee processed in the Audit mode run. This can be run as often as you like,
before processing the Live payroll for the pay period.
Canada Pension Plan Rates Table Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
P-6307 In Jira CP -6308, we added a new field: Year's Maximum Pensionable Earnings
(YMPE) on the Canada Pension Plan (CPP) Rates Table.
This Jira enhances Rule 20: Deduction based on % rate up to one (pen gross + tax
ben) plus a second % rate of the rest of (pen gross + tax ben) by adding a new
Parameter number 7 to indicate if using the Canada Pension Plan (CPP) table
YMPE field.
These changes reduce the manual intervention and maintenance of the
deductions every time the rate changes. It also reduces the number of deductions
required, as you will no longer have to create special deductions for groups with
different pay cycles. This enhancement may be useful to customers who process
OMERS deductions as well.
CP -6308 Cayenta added a new field: Year's Maximum Pensionable Earnings (YMPE) on the
Canada Pension Plan Rates Table. This field is used for the Pension calculation for
Public Service Pension Plan (PSPP) deductions.
Deduction Rule Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -5850
Cayenta has made enhancements to Deduction Rule 64 United States 457K
Deferred Compensation by adding two (2) new parameters.
AVAILABLE IN 9.0.0
• Parameter 11: was added forthe Employer Contribution Limit
(percentage)
Parameter 12 was added for a Gross Selector Amount.
These changes ensure age thresholds do not expire as well as ensuring the
Maximum Emp'oyer Annual Contributions do not exceed 3% gross payforthe
Employee.
CP -5938
Payroll Deduction Rules are expanded to allow for three (3) digit Deduction Rules
allowing for future growth.
P-6224
Cayenta updated the following Deduction Rules to allow the system to
automatically calculate the date and reduce the amount of manual intervention
AVAILABLE IN 9.0.0
necessary. The rules are:
• 30 Life Insurance deduction based on employees age and annual salary
• 35 Life Insurance calculation (U.S.) - effective JAN 1/89
• 41 Life Insurance by fixed coverage or number of times annual gross,
premium based on age points
• 43 KPERS deduction with taxable benefits set according to age points
• 59 Life Insurance calculation - US Group Term Life
• 69 Life Insurance calculation - US Group Term Life
• 83 Group Term Life Insurance Calculation with Rounding factor
These rules require a year value in the Effective Date field to perform age
calculations based upon the date.
They may be updated with a zero (0) in the Effective Date field and the system
automatically calculates the date depending on the year.
CP -6309
Cayenta added a new deduction rule, Rule 88. This rule calculates the Public
Service Pension Plan (PSPP) deduction based on the pensionable earnings
(includes taxable benefit) using three (3) rate brackets.
P-6331
Cayenta enhanced Rule 41 Life Insurance by fixed coverage or number of times
annual gross, premium based on age points to allow to use in configuring an
Optional Critical Illness Deduction.
This deduction requires a monthly rate by age point with options for male (single,
married) and female (single, married). As no annual rate is needed, the new
changes to Rule 41 can be used to configure this new deduction.
CP -6332
Rule 41 Life Insurance by fixed coverage or number of times annual gross,
premium based on age points has been updated to include a rounding basis
(round up, nearest, round down) as well as a new rounding factor (default =
1,000).
' By changing this rule, you can configure other critical illness and long-term
disability deductions.
P-6334
Rule 41 Life Insurance by fixed coverage or number of times annual gross,
premium based on age points has been updated to include a rounding basis
(round up, nearest, round down) as well as a new rounding factor (default =
1,000).
I By changing this rule, you can configure the long-term disability deductions.
Duplicate Payroll Check Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
P-2127 ' C9,, � °.ri made enhancements tb buplIrate Pay rc�lI Checks n thithe General
I :..I „,d ;_lose proce=_=
AVAILABLE IN 9.0.0
We added a new check transaction type Stale Duplication in the Special Check
Process to duplicate stale dated checks when the General Ledger period is closed.
This process allows the entry of a new check date and the GL entries are posted to
the check date. Employee Inquiry is now updated to display the Stale Check
information
Duplicate Check functionality was also updated to support the GL Posting Date
flag in the Payroll Control Table when the General Ledger Period is closed.
Edit List Summary by Year Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
P-4126 The Edit list Summary by Year report is enhanced to split earnings amounts for a
fiscal year that does not match a calendar year.
AVAILABLE IN 9.0.0 I
Employee Inquiry Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
P-6516 I Ca yenta enhanced payroll to. allow you to process a payroll period in Audit'modie_
AVAILABLE IN 9.0.0 When Audit mode is processed, Payroll Employee Inquiry has the following
options enabled, allowing you to view an employee and their:
1. Deduction Code Summary
2. YTD Check Summary
3. Deduction Detail for Specific Code
4. Deduction Detail for Checks
Employer Benefits Reallocation Report Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -5950 Cayenta created a new report that provides the following information in
connection with the Employer Benefits Reallocation Report (PA514). This new
AVAILABLE IN 9.0.0 report provides a warning when a reallocation percent is greater than 100%,
warning when a suspense account is used and a warning when the No labor
distributions condition exists.
FLSA Accumulation Process Enhancement
JIRA#
C°
AVAILABLE iN 9.0.0
CAYENTA FEATURE DESCRIPTION
Cayenta enhanced the FLSA Accumulation process by adding the ability of
including premium earnings in the FLSA accumulation. The FLSA process accepts
eight (8) earning codes.
Hire Process Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
C2-6037
AVAILABLE IN 9.0.0
Cayenta enhanced the Hire Process by adding the ability to perform a mass re -hire
from an Excel spreadsheet of multiple employees with new employee numbers
while maintaining their person information.
The process creates Hire Approval transactions for each employee. Using the
existing Hire Mass Approval, you can select the transactions you wish to approve.
After approval, you can retrieve the person and see both the old employee
number that was terminated and the new one that is now activated.
Miscellaneous Earnings: Employee Limit
JIRA# CAYENTA FEATURE DESCRIPTION
P-6200 Cayenta enhanced Employee Miscellaneous Earnings with a new Fixed Amount
AnnualMaximum field. This limit ensures that there is no overpayment of
AVAILABLE IN 9.0.0 miscellaneous earnings to an employee occurs.
For example, an employee has a uniform allowance of $1,000 per year and is a bi-
weekly employee (26 pay periods a year). This amount cannot be broken down
evenly and, without the maximum, would result in an overpayment, unless manual
intervention occurred. This change reduces the manual intervention required.
Payroll Check CanceiaTion rrocess Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
P-3966
AVAILABLE IN 9.0.0
Cayenta enhanced the Payroll Check Cancelation process to allow you to cancel a
check, if transaction date is from previous year, and the pay period includes both
the old and the new year or the pay period range is from the previous year.
The process is now allowed to run from the current year. Thus, eliminating the
need to switch to the previous year dataset to complete the cancelation.
Personnel Management Portal Statistics Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CP -6519 The Personnel Management Portal Statistics, Deduction Transactions and PA/GL
Transactions have an option to switch to read the audit tables.
AVAILABLE IN 9.0.0
This allows you to view the tables as a part of processing payroll in Audit mode.
State Unemployment
JIRA #
CAYENTA FEATURE DESCRIPTION
Pte_ 6057
The State Unemployment Report was enhanced to allow you to save parameters
for generating the report. This allows you to set the report parameters for the
AVAILABLE IN 9.0.0
screen options, earnings codes, deduction codes and occupation codes.
T4: Automatic
Backup
JIRA #
CAYENTA FEATURE DESCRIPTION
CP -6283 Cayenta added an automatic backup from the T4 process to a new YTD table
(PA941 T).
AVAILABLE IN 9.0.0
The new table includes a Year column, which is used by Connect Employee Self
Service as a single source to display T4 information to employees.
T4 Boxes
ARA #
CAYENTA FEATURE DESCRIPTION
AVAILABLE IN 9.0.0
Cayenta added in the new boxes required for the 2020 tax year to the T4 process
in Jira r:P-6422.
This is a further enhancement which adds a new process to recalculate the
amounts based upon the effective date for each box. The check date is used to
determine which box number the pay period falls into.
• Box 57: Employment income March 15 to May 9
• Box 58: Employment income May 10 to July 4
• Box 59: Employment income - July 5 to August 29
• Box 60: Employment income - August 30 to September 26
T4 Process Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -11 14 Cayenta enhanced the T4 Process to allow for Multiple T4s for Multiple RCT
numbers. We changed Regular Payroll Processing to create a verify each Employer
AVAILABLE IN 9.0.0 ID (Revenue Canada Business Number or FED ID) processing multiple checks for
an employee. We have also updated the T4 Process to pint multiple T4's for an
employee who has multiple RCT numbers.
Examples of an employee receiving mu!tiple checks for multiple RCT numbers are:
Change of Employee Type (e.g., Probation to Recular). Employee has
different employee type within the pay period.
Employee working in different Positions. Same employee number (e.g.,
Substitute and Teacher). Employee will have multiple assignments. Each
assignment will have different employee type.
Page 11
This change has multiple Jira's: CP -1114, CP -5977, CP -5976, CP -5980, CP -5924,
CP -5923, CP -5978, CP -5981, CP -6047, CP -6049, CP -6050, CP -6051, CP -6052, CP
6053, CP -6055, CP -6062, CP -6063 and CP -6054
T4 Reporting Requirements
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6422 Cayenta enhanced the T4 process for the year 2020 with additional reporting for
the T4 slip: Statement of Remuneration Paid.
AVAILABLE IN 9.0.0
For the 2020 tax year, in addition to reporting employment income in Box 14 or
Code 71, you must use the new codes (57 - 60) when reporting employment
income or retroactive payments in the following periods:
• Code 57: Employment income - March 15 to May 9
• Code 58: Employment income -May 10 to July 4
• Code 59: Employment income - July 5 to August 29
• Code 60: Employment income -August 30 to September 26
This requires employers to report income and any retroactive payments made
during these periods.
Tax Verification Portai )TatiStics
JIRA # CAYENTA FEATURE DESCRIPTION
CP -633$-0 Cayenta created and released new portal statistics in the Personnel Management
Portal which allows users the ability to review the system calculated and manually
AVAILABLE IN 9.0.0 calculated taxes for a pay period. This includes the following statistics:
1. US W4 Federal Tax comparison
2. US Federal Tax audit comparison for a pay period in audit mode
We also added parameters that allow you to set the deduction code to be
displayed for all employees for the W4 fixed Employee Amount.
TDI Update Process Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
P-6161 Revenue Canada announced a Federal Tax change in the Year 2020 and removed
the Claim Code chart and making the Basic Personal Amount Factor (BPAF)
AVAILABLE IN 9.0.0 unique to each employee's annual income.
The TD1 Update process is enhanced to recalculate the new claim amounts by the
Index Factor (percentage) and update the Change Net Claim table accordingly.
This includes adding the fields to the HR Employee Master and Hire Process, as
well as making the necessary changes to connect Employee Self Service,
Deduction Rules, Pay Modeling and Regular Payroll Processing to handle the new
federal tax changes.
Page 1
--W`'
The following Jira's are included in this change CP -6204, CP -6146, CP -6159, CP
6160, CP,6161, CP -6162, CP -6163, CP -6164, CP -6165, CP -6166, CP -6197, CP -
6216, ESS -623, CEMP-38, CP -6369 and CP -6372.
Time Bank Control Table Maintenanf-e Enhar,%-.-„ ,dnt
JIRA # CAYENTA FEATURE DESCRIPTION
P-6124 Cayenta added an active/inactive flag on Time Bank Control Table Maintenance to
allow the user to indicate if the time bank is to be used or not during the Time
AVAILABLE IN 9.0.0 Bank Year End Rollover.
This allows customers who have time banks on both fiscal and calendar years, the
ability to exclude these time banks during the unload process, when performing
I the year end rollover
Time Bank Unload Process Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6299 Cayenta added two (2) new fields to the Time Bank Unload process to automate
and handle rounding on time banks at year-end. This removes the need to
AVAILABLE IN 9.0.0 manually update these amounts.
The following options were added:
1. Rounding Basis: (0 -no rounding, 1 -round up, 2 -round nearest, 3 round
down)
2. Decimal places: (0 -no decimal, 1-1 decimal place, 2-2 decimal places, 3-3
decimal places
Time Entry Upload Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CP -5895 The Time Entry Upload to Payroll can be submitted using the Batch Queue. This
allows you to schedule the uploads to be run automatically during off hours or
AVAILABLE IN 9.0.0 when required.
US Quarterly 941 Report Enhancements
JIRA # CAYENTA FEATURE DESCRIPTION
P-6355
AVAILABLE IN 9.0.0
P-6596
AVAILABLE IN 9.0.0
The US 941 Quarterly Report is enhanced and allows for you to save parameters
when re -running the report. Cayenta updated items 5A through 5E (taxable wage
information) as well as adding adjustment, credit, and deposit information in the
report.
Cayenta enhanced the 941 Quarterly Report for State reporting. The 941 report is
required to report earnings for employees residing in the state during the quarter.
The report reports employees by state within the quarter the report is being run
fo r.
US Withholding Rates
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6175 Cayenta allows the entry of US withholding rates as annual amounts.
AVAILABLE IN 9.0.0 Preference code(s):
• PA/WHANN: allows for period or annual amounts. This allows the user the
ability to enter only the annual rates for each filing status.
The calculation for U.S. Federal Tax Withholding will:
a) Annualize the pay period earnings amount
b) Determine the applicable Federal Withholding tax on the annualized
amount
c) Calculate the period tax amount as appropriate for the employee's current
pay cycle.
US Workers Compensation Ppnort Enhancement
JIRA #
CAYENTA FEATURE DESCRIPTION
PC 6606
The US Workers Compensation Report was enhanced to allow you to process the
report by Payroll Cycle and Date Range. The report may also now be exported to
Excel.
CP -6142
Cayenta enhanced the US Workers Compensation Report by allowing it to run
based upon a fiscal year, which may cross calendar years.
AVAILABLE IN 9.0.0
We cleaned up the screen and removed unnecessary fields which are no longer
used.
W2
JIRA #
CAYENTA FEATURE DESCRIPTION
P-6365
AVAILABLE IN 9.0.0
For the Year 2020 W2 process, Box 14 is required to display additional COVID
earnings.
Cayenta enhanced Box 14 by adding an additional five (5) field labels bringing the
total field labels to 10 for this box. We also updated the W2 form to print an
overflow form if more than five (5) labels were in use.
Washington State Retirement Reporting
JIRA # CAYENTA FEATURE DESCRIPTION
CP -6791
AVAILABLE IN 9,0.0
Cayenta added a new process to the Washington State Retirement Reporting for
the Deferred Compensation Program.
This process creates a report file, a detailed report, and a submittal file; it can be
run every pay period. The process allows you to select the DCP deductions and
includes all employees who have a DCP contribution.
CAv, ENTA WMS
9.1 Feature Release Document
Contents
INTRODUCTION..................................................................................................................................................... 2
ABOUTCAYENTA 9.Z.0...................................................................................................................................................2
Foundation: Bringing together the Cayenta FRP Suite of Product........................................................................2
NomePage Redesign............................................................................................................................................2
Themes..................................................................................................................................................................3
PortalEnhancements............................................................................................................................................3
CISand WMS Updates..........................................................................................................................................4
CAYENTAWMS......................................................................................................................................................6
ASSETMANAGEMENT...............................................................................................................................................6
Asset Maintenance Enhancement........................................................................................................................6
FIXEDASSETS................................................................................................................................................. ....6
CPRRetirement Enhancement..............................................................................................................................6
Fixed Asset Adjustment Entry Enhancement.........................................................................................................6
INVENTORY................................................................................................................................................................7
Core Inventory Portal Statistics Enhancement......................................................................................................7
Stores Orders Delivery Packing Report Enhancement...........................................................................................7
JOBCOST BILLING......................................................................................................................................................7
BillJob Costing Transactions.................................................................................................................................7
PREVENTATIVE MAINTENANCE.................................................................................................................................7
Preventative Maintenance Module Enhancement................................................................................................7
SERVICEORDERS.......................................................................................................................................................8
MobileWork Management.......................................................................................................................... ....8
STOREORDERS............................................................................................................... ..................8
Archive and Purge Process....................................................................................................................................8
Stores Orders Inquiry Enhancement......................................................................................................................8
WORKORDERS..........................................................................................................................................................9
Work Management Module Enhancement...........................................................................................................9
Work Order Template Enhancement....................................................................................................................9
About Cayenta 9.1 .0
Cayenta Version 9.1.0 represents the latest release of Cayenta WMS.
This release incorporates a wide variety of enhancements and
deficiency corrections required for both new implementation protects
and continued support of customers using Cayenta WMS in their
production environment.
Foundation: Bringing together the Cayenta ERP Suite of Product
• Updated our user interface
• Leveraged configuration -based changes
• Made changes through central components
• Minimized individual screen changes
PREREQUISITES
• Uniface 10.3 runtime
• Monitors with Full HD (1920X1080)
Version 9.1.0 contains the following enhancements to the Cayenta user interface:
Home Page Redesign
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New functionality includes Favorites and Recent History to allow users to quickly find often used
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• Broadcast messages are incorporated to display messages on a new homepage channel.
Themes
Added support for the following themes:
Light Mode
Dark Mode
Switching themes requires a restart of the application. This enhancement positions us for more themes
and easier updates in future versions.
Portal Enhancements
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CIS and WMS Updates
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Fonts and Colors
o Increased font size
o Light and Dark mode themes
Appearance
o New tabs
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o Portal Charts (Ext -IS)
o Broadcast Messages
Updated login screen and background
AYENA `rMS
ASSET MANAGEMENT
Asset Maintenance Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CO -3928
Assez Maintenance is enhanced io allow multip le preventative marrileria nce asset
groups to be assigned/maintained for an asset. The following changes have been
made:
1. Asset Maintenance has an Asset PM Group X -Ref tab that allows you to
add or remove PM groups.
2. Asset Register displays the PM groups in a comma separated list. This is
for display -only and changes cannot be made to the PM group through
the Asset Register. Changes must be made through Asset Maintenance.
3. Asset Upload allows any number of PM asset groups to be included
during the Asset Upload process.
4. The Asset Console and Backflow Conso!e allows you to filter by PM asset
group.
GET—ASSET API was updated to handle multiple PM groups.
FIXED ASSETS
CPR Retirement Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
CO -4161
Cayenta added the preference code FA/CROFF option to use the WIP General
Ledger account instead of the default retirement General Ledger account when
creating an FARTR (CPR Retirement) transaction during capitalization.
FA/CROFF controls the debit general ledger posting when capitalizing work order
retirement costs. When on, the debit will be posted to the Fixed Asset Cost Offset
GL Account. When off, the debit will be posted to the WIP accounts used during
the cost posting. The default setting is off.
Fixed Asset Adjustment Entry Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
04078i Fixed Asset Adjustments Entry allows you to enter in the work order number as a
reference field to aid in reporting and reconciliation.
INVENTORY
Core Inventory Portal Statistics Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
-4079 The Core Inventory Portal Statistics is enhanced by adding the Inventory Issue and
Return Entry Action buttons to the following statistics:
1. Inventory Issues
2. Inventory Returns
3. Inventory by Location
Stores Orders Delivery Packing Report Enhancement
JIRA# CAYENTA FEATURE DESCRIPTION
-4124 The Stores Orders Delivery Packing Report is enhanced to include Total Number
of Pieces to the report. This will allow your staff the ability to label multiple
packages being shipped.
JOB COST BILLING
Bill Job Costing Transactions
JIRA# CAYENTA FEATURE DESCRIPTION
CU -31305
Cayenta enhanced Miscellaneous Accounts Receivable to allow you to bill job
costing transactions through Miscellaneous Accounts Receivable. This
modification adds the ability to reference a job and pull the job costing
transactions into the entry.
We also added the ability to populate the General Ledger Override with the
referenced work order, or the job code. The work order or job code will override
the one referenced in the Bill Reference field. This allows the user to confirm or
override, and auto -populate the GL Override with the referenced work order or
job code.
PREVENTATIVE MAINTENANCE
Preventative Maintenance Module Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CO -3570 Cayenta enhanced the Preventative Maintenance module to reduce the
management of multiple work orders which may be generated for a single asset
when scheduled at or around the same time. These work orders can be handled at
different times and require the asset to be out of service at different times.
Changes include:
'k f
Time Based:
1. Generate one work request/work order for multiple Preventative
Maintenance activities of an asset.
2. Generate a work request by activity from inquiry
3. Create one work request with multiple lines for different activities.
4. Now able to view template comments.
5. Enhanced the Preventative Maintenance Inquiry to display in Work Inquiry
as a sub -tab.
6. Use the PM Console to select multiple activities to create work requests.
Usage Based:
1. Update asset's preventative maintenance usage in the Work Request
estimates line.
2. Close preventative maintenance work request/work order and generate
the next activity.
SERVICE ORDERS
Mobile Work Management
JIRA # CAYENTA FEATURE DESCRIPTION
CU -29110 1 Added the ability to view and complete task workflows for work orders in Mobile
AVAILABLE IN 9.0.0 Work Management (MWM).
STORE ORDERS
Archive and Purge Process
JIRA # CAYENTA FEATURE DESCRIPTION
CO -4027
CO -4240
Cayenta release -d 4n A; clue+& a fid Purgo process for our Stores Drders module_
Depending on the options selected, the program will purge, or purge and archive
stores orders and pick list transactions based upon an item range and date. The
process contains both an Audit mode (Report only) and a Live mode (Process).
Cayenta has added a new Archive and Purge function for Store Orders. The
process will affect the following tables: Stores Orders Transaction Table (SO! 01T),
Pick List (SO1 1 1T) and SO Header (S0004M). You may filter by Inventory Item
Number Range, Stores Orders number Range or Date. The process allows may be
run in Audit Mode before processing Live. The available options are:
Purge Data
* Archive and Purge Data
Stores Orders Inquiry Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CO -4082 Stores Orders Inquiry is enhanced to include line record level navigation buttons
(forward, back, first record, last record).
WORK ORDERS
Work Management Module Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CO -4045
The Work Management module allows you to create one work request with
multiple work order lines where each work order line may have a different work
order type.
We have also updated work request lines and work order lines so that each line
has a Line Attributes tab containing its own set of attribute values based on the line
type.
Preference code(s):
+ WO/LNTYP: If set, will allow you to have a different type per line.
WO/WPSYN: Controls the fields to sync between the work request and the
work order. Type must not be one of the fields that is synced.
Work Order Template Enhancement
JIRA # CAYENTA FEATURE DESCRIPTION
CO
-4 4 Cayenta enhanced the Work Order Templates by adding the following
functionalities:
1. The user can assign a crew to a PM schedule activity for an asset and
specify whether to dispatch the work order upon creation.
2. The user can create a work order for a PM scheduled activity and have it
automatically dispatched upon creation. WO statuses are all updated for
this dispatch state.
3. When the user dispatches a PM work order with a default crew ID
configured, that crew ID is populated in the Assign Work Entry form.
PF Page
9