NorthScope 2019.03.15

Owned by Emma Greenwood
Last updated: Mar 28, 2019
3 min read

(Software Version: 2019.02.22 Database Version: 2019.03.15)

Release Date: March 15, 2019


New Feature

Fisherman Accounting

NS-4140 Added new feature to manage which Transactions specific Fisherman, Tenders, and Loan accounts have access to

Prior to this feature, the rules controlling the specific transactions that the fishing accounts had access to was controlled by NorthScope. With this feature, users can now manage the transactions they want their fishing accounts to have access to. If you do not allow a specific Fisherman to purchase things on an AP Invoice, you can ‘Exclude’ them from that transaction. If they are excluded, they will not be visible in the ‘Distributed To’ lookup during data entry. The rules controlling this setup can be set, and defaulted, on the Fisherman Class, but they can also be set, and/or overridden, from each Fishermen, Tender, or Loan account.

To set these rules, a new tab called ‘Excluded Transactions’ has been added to the Fisherman Class Record View and the record view for each Fisherman, Tender, and Loan account. The tab contains the list of each manageable transaction so users can identify which ones they want ‘Excluded’. The tab on the Fisherman Class also contains a “Roll Down” checkbox that when clicked and saved, will roll the change to all Fishing accounts assigned to the class record. 

The following transactions are manageable by this feature:

  • Adjustment (all Adjustment Transaction Classes)
  • Balance Transfer (From)
  • Balance Transfer (To)
  • Cash Receipt
  • AP Invoice/Credit Memo/Purchase Order
  • Fisherman Sale
  • Payment
  • Tender Resale

Improvements 

Fisherman Accounting

NS-4140 Added Vendor Type and Attribute Class to Fisherman, Tenders and Loans

To streamline data entry for adding new Fishing Accounts (Fishermen, Tender, and Loans), the Vendor Type and Attribute Class properties were added to the Fisherman Class Master File. These properties are no longer visible when initially adding a new Fishing Account, but default from the Fisherman Class after the initial save. Additionally, only the Vendor Class and Attribute Class are editable after the record is created, the Vendor Type property is now controlled exclusively from the Fisherman Class. Vendor Type was also removed from the File Import template as it now defaults from the Fisherman Class.

The Accounts tab on the Fisherman Class Record View was updated to remove the following accounts:

  • Accounts Payable
  • Purchases
  • Terms Discount Available
  • Miscellaneous
  • Freight
  • Tax
  • Trade Discount
  • Accrued Purchases
  • Purchase Price Variance

When this upgrade is applied, Fisherman Classes will be auto added for each Vendor Type and each Fisherman Account will be assigned to the Fisherman Class that matches its current Vendor Type. All property and account setup will stay the same, but the names and ID’s of the classes will change.

Purchasing

NS-4140 Added Vendor Type and Attribute Class to Vendor Class

To streamline data entry for adding new AP Vendors, the Vendor Type and Attribute Class properties were added to the Vendor Class Master File. These properties are no longer visible when initially adding a new AP Vendor, but default from the Vendor Class after the initial save. Additionally, only the Vendor Class and Attribute Class are editable after the record is created, the Vendor Type property is now controlled exclusively from the Vendor Class. Vendor Type was also removed from the File Import template as it now defaults from the Vendor Class.

The Accounts tab on the Vendor Class Record View was updated to remove the following accounts:

  • Settlement Accrual
  • Terms Discount Available
  • Miscellaneous
  • Freight
  • Tax
  • Trade Discount
  • Accrued Purchases
  • Purchase Price Variance

When this upgrade is applied, a new Vendor Class will be auto added for the AP Vendor Type if one does not already exist.

Technical Changes

Schema Changes

ALTER TABLE dbo.ERPx_APVendorClass ADD [VendorTypeEN] [bigint] NULL

ALTER TABLE dbo.ERPx_APVendorClass ALTER COLUMN [VendorTypeEN] [bigint] NOT NULL

ALTER TABLE dbo.ERPx_APVendorClass ADD [AttributeClassSK] [bigint] NULL

ALTER TABLE [dbo].[ERPx_APVendorClass] ADD CONSTRAINT [FK_ERPx_APVendorClass_ERPx_MFAttributeClass] FOREIGN KEY ([AttributeClassSK]) REFERENCES [dbo].[ERPx_MFAttributeClass] ([AttributeClassSK])