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Table of Contents

Overview

NorthScope allows users to create sites that can be used across modules that can serve as the location for lots, loads, and transactions. The modules these sites are visible to can be managed from the Site record view. In addition, the user can use the record view to determine site properties, the site's address, and any lines and shifts at the site. Sites integrate with the Host system if the integration setup for site is set to immediate or timed. The integration setup can be located in the Integration Setup page in the Company module of NorthScope. 

Optional Prerequisites

  • Vendor SetupCertification setup
  • Site integration setup
  • Vendor setup

Step 1: Adding a New Site in NorthScope

...

Click here to view the Sites Properties tab help page and view what each property is responsible for. 

  • Auto fill Whse Lot on 2-part Transfer Receipts
  • Inactive
  • In Transit
  • Registration
  • Site ID
  • Site Name
  • Visible to Logistics
  • Visible to Sales
  • Visible to WMS
  • Warehouse Lot Tracked

...

In addition, the Address, Lines, Shifts, and Certifications tabs will display.

Note: If the 'Warehouse Lot Tracked' property is changed from 'No' to 'Yes - Allow multiple items in single lots' or 'Yes - Limit Warehouse Lots to single items' and the site has been used on transactions, a new default Warehouse lot 'SITEID-Default' is created and assigned to all existing transactions and lot balances. A message 'The Warehouse Lot ID on all existing transactions for this Site has been updated to SITEID-Default' is displayed for the user on save to inform the user.

Step 3: Assigning a Site Address (Optional)

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Click here to view the Site Certifications tab help page and view what each field is responsible for.

  • Certification
  • Select BoxBox