NorthScope New Menu

Purpose for change:

To make NorthScope easier and more intuitive to use.

The Concept of Functional Areas was added to NorthScope. This new concept brings a cleaner and more intuitive approach to where pieces of the software live and how they belong together.

Outline of changes:

Old Menu Pick (Module)	New Menu Pick (Functional Area)
Commodity Procurement	Grower Accounting
Company	Company
Customer Portal	Portal
Financial	Financial
Inventory	Inventory
Logistics	Load Management
Manufacturing	Inventory
Payroll	Payroll
Purchasing	Purchasing
Purchasing	Fisherman Accounting
Sales Contracts	Sales
Sales Order	Sales
Sales Programs	Sales Programs
System	System

With the addition of Functional Areas, it will be noticed that what was previously “Module” may have either been combined into one functional area (in the example of Sales Order and Sales Contracts) and others have been split (Purchasing and Fisherman Accounting). Because of these moves and other usability reasons, there has been a need to make specific pages available in more than one Menu location.

Global Changes within all Functional Areas:

Setup Submenu
1. This is where all the Master Files can be found for each Functional Area
Configuration Submenu
1. This is where the Preferences page and Classes can be found for each Functional Area
Reports and Inquiries have been separated into two distinct list views.

Pages that have been split

Vendor and Vendor Class List Views. Previously we had one location for users to manage all different vendor types (Vendor, Fisherman, Fisherman & Tender, Tender, and Loan). Now we have three discreet locations for each set of vendor types.
1. Vendors – in the Purchasing Functional Area there will still be a list view named “Vendors”, however this will be where Vendor Types of Vendor are managed, and no other vendor type will be managed here.
2. Vendor Addresses – in the Purchasing Functional Area there is a list of vendor addresses for all vendor types of vendor.
3. Fishermen & Tenders – in the Fisherman Accounting functional area is a new page where users will be able to manage the Vendor Types of Fisherman, Tender, and Fisherman & Tender.
4. Fishermen Addresses – Fisherman Accounting functional area is a list of vendor addresses for all vendor types of Fisherman, Tender, and Fisherman & Tender
5. Loans – in the Fisherman Accounting functional area is a new page where users will be able to manage the Vendor Type of Loan.
6. Loan Addresses – Fisherman Accounting functional area is a list of vendor address for the vendor type of loan.
7. Fisherman Class – This will be where users will manage their Vendor Classes that are specified to types of Fisherman, Tender, Fisherman & Tender, and Loan.
Taxes and Premiums has been separated into two list views and can be found in the Configuration folder in the Fisherman Accounting functional area named as follows:
1. Fish Ticket Premiums
2. Fish Ticket Taxes

Fisherman Accounting Functional Area

We have separated out the Fisherman Accounting pages and functionality from the Purchasing Module to bring you the new Fisherman Accounting functional area. This will be where all things Fishing related will reside. In here you will find all fishing related transactions, master file setup, and configuration.

Pages:

Fish Tickets & Fish Ticket lines – What used to be referred to in the software as Delivery Tickets have now been renamed to reflect specifically what they are “Fish Tickets”
Fisherman Sales & Fisherman Sale Lines – No changes
Other Transactions – Contains Balance Transfers, Fisherman Cash Receipts, and Adjustments
Fisherman Balances – No Change
eLandings Downloads – eLandings downloads, whether they are tickets or ticket numbers can now be managed right within the Fisherman Accounting functional area, there is no need to navigate in the Company Module anymore. The two eLandings download functions have also been split into two separate pages: Download Fish Tickets and Download Numbers.
ADF&G Setup – This new menu pick will contain all the ADF&G Master File list views: Chill Type, Conditions, Dispositions, Gear, Grades, Management Programs, Ports, Species, Stat Areas, and Vessels.
Setup – This folder has been updated to contain all NorthScope master file pages. Fish Ticket Items, Fisherman & Tenders, Fishermen Addresses, Loads, Loan Addresses, Price Lists, Seasons, and Sites.
Configuration – This new folder will contain all class master files and other configuration type master files: Fish Ticket Premiums, Fish Ticket Taxes, Fisherman Class, Preferences, Tax & Premium Classees and Ticket Class.
Reports – As mentioned above, Reports used to share a screen with Inquiries, however this is no more, and the Reports page is simply a Reports list view.
Inquiries – Again, reports and inquiries have been separated and now there will be a simple inquiries list.

Inventory Functional Area

We have moved Manufacturing into the Inventory Management functional area and grouped some of the pages together to make navigation easier.

Pages:

Transactions – No change
Cycle Count – This page used to be found in Inventory > Product Balances and has been moved to the main Inventory Management menu
Balance Inquiries – This folder has been updated to contain Item Balances and Lot Balances
Costing – This new folder contains Cost Groups and Update Costs
Lot Management – This new folder contains Country of Origin, Lot Owners, Production Batches and Warehouse Lots
Manufacturing – All the pages that were previously in the Manufacturing module are now in this folder: Bill of Materials, Bill of Material Items and Planning Items
Quality – No change
Setup – This new folder contains all the master files pages: Carriers, Freight Terms, Hold Codes, Items, Pallet Configuration, Price Lists, Sites and Units of Measure
Configuration – This new folder contains all the class master files and other configuration pages: Item Class, Preferences and Transaction Class
Reports – As previously mentioned, this page is just a Reports List View containing reports only
Inquiries – As previously mentioned, this page is just an Inquiries List View containing Inquiries only

Sales Functional Area

Sales Contracts and Quick Sales (Customer and Employee Sales) have moved to the Sales Management functional area (formally named Sales Order) and contains the following pages:

Transactions – This folder contains Transaction List, Transaction Items and Transaction Shipments
Quick Sales – Previously found in the Purchasing module, this folder contains Sale Lines
Cash Receipts – This list view used to be found in the Customer Balances folder
Customer Balances – No change
Setup – This new folder contains all the master files pages: Carriers, Contracts, Customers, Customer Addresses, Freight Terms, Hold Codes, Price Lists, Salesperson and Sites
Configuration - This new folder contains all the class master files and other configuration pages: Aging Periods, Customer Class, Preferences, Status setup, Transaction Class, Tax Class, Tax Details and Workflow
Reports - As previously mentioned, this page is just a Reports List View containing reports only
Inquiries - As previously mentioned, this page is just an Inquiries List View containing Inquiries only

The following Categories have been added to the Security Group Details page:

Dashboard – Displays the Form for the Portal Home page.
Transaction List View – Displays the Forms and Controls for transaction type list view pages such as Journal Entries, Fish Tickets, Inventory and Sales Order Transactions.
Transaction Record View – Displays the Forms and Controls for all the transaction Record Views such as Invoices, Inventory Production/Adjustment/Receipt/Transfer, Sales Orders and Sales Programs.
Balance List View – Displays the Forms and Controls for any page that displays balances such as Fisherman Balances, Lot Balances, Vendor Balances, Customer Balances and Broker Balances.
Setup List View – Displays the Forms and Controls for the Master File List View pages such as Company Addresses, Financial Projects, ADF&G setup files (Gear, Grades, Ports etc.), Fishermen & Tenders, Price Lists and Sites.
Setup Record View – Displays the Forms and Controls for the Master File Record Views such as Project Record, Item Record, Price List Record and Site Record.
Configuration List View – Displays the Forms and Controls for the Preferences and Classes pages such as Financial Preferences, Fisherman Accounting Preferences, Sales Preferences, Project Class, Fisherman Class, Customer Class and Transaction Class.
Inquiry – Displays the Forms and Controls for all the Inquiries in the Functional Areas such as, Fish Ticket History, Vendor History, Sales History, Transaction History – Lot.
Utility – Displays the Forms and Controls for pages that are accessed via another page or button such as Fisherman Check Journal Detail Inquiry, Fish Ticket Item & Premium Reprice, Void Invoice & Credit Memos and Transaction Application Details.
Dialog – Displays the Form and Controls for the Print Window.
Info Page – Displays the Form for the License page.
Menu Folder – This category is for all the Sub menu picks such as Setup and Configuration.

Below is a table of where pages used to live within the system and where they live now:

Old_Module	Old_Sub_Folder	Old_Page_Name	New_Functional_Area	New_Sub_Folder	New_Page_Name
Commodity Procurement		Accruals	Grower Accounting	Setup	Accruals
Commodity Procurement		Charges	Grower Accounting	Setup	Charges
Commodity Procurement		Commodity Items	Grower Accounting	Setup	Ticket Items
Commodity Procurement		Crops	Grower Accounting	Setup	Crops
Commodity Procurement		Farmers	Grower Accounting	Setup	Farmers
Commodity Procurement		Fields	Grower Accounting	Setup	Fields
Commodity Procurement		Harvesters	Grower Accounting	Setup	Harvesters
Commodity Procurement		Haulers	Grower Accounting	Setup	Haulers
Commodity Procurement		Hold Codes	Grower Accounting	Setup	Hold Codes
Commodity Procurement		Preferences	Grower Accounting	Configuration	Preferences
Commodity Procurement		Price Lists	Grower Accounting	Setup	Price Lists
Commodity Procurement		Tickets	Grower Accounting		Tickets
Company		Addresses	Company	Setup	Addresses
Company		Attribute Classes	Company	Configuration	Attribute Classes
Company		Attributes	Company	Setup	Attributes
Company		Company Currencies	Company	Configuration	Company Currencies
Company		eLandings Management	Fisherman Accounting	eLandings Downloads	Download Numbers
Company		Integration Inbound	Company	Integration	Inbound Integration
Company		Integration Outbound	Company	Integration	Outbound Integration
Company		Integration Setup	Company	Integration	Integration Configuration
Company		Message Queue	System		Message Queue
Company		Preferences	Company	Configuration	Preferences
Company		Reason Codes & Notes	Company	Setup	Reason Codes
Company		Report Distribution	Company	Configuration	Report Distribution
Company		Tax Class	Sales	Configuration	Tax Class
Company		Tax Details	Sales	Configuration	Tax Details
Company		Workflow	Sales	Configuration	Workflow
Customer Portal		Home	Portal		Home
Customer Portal		Preferences	Portal	Configuration	Preferences
Financial		Account Class	Financial	Configuration	GL Account Class
Financial		Account Format	Financial	Configuration	GL Account Format
Financial		Accounts	Financial	Setup	GL Accounts
Financial		Checkbooks	Financial	Setup	Checkbooks
Financial		Fiscal Periods	Financial	Configuration	Fiscal Periods
Financial		Journal Entries	Financial		Journal Entries
Financial		Preferences	Financial	Configuration	Preferences
Financial		Project Class	Financial	Configuration	Project Class
Financial		Projects	Financial	Setup	Projects
Financial	Journal Entries	Journal Lines	Financial	Journal Entries	Journal Lines
Inventory		Cost Groups	Inventory	Costing	Cost Groups
Inventory		Country Of Origin	Inventory	Lot Management	Country of Origin
Inventory		Hold Codes	Inventory	Setup	Hold Codes
Inventory		Item Class	Inventory	Configuration	Item Class
Inventory		Item Sets	Sales Programs	Setup	Item Sets
Inventory		Items	Inventory	Setup	Items
Inventory		Lot Owners	Inventory	Lot Management	Lot Owners
Inventory		Pallet Configuration	Inventory	Setup	Pallet Configuration
Inventory		Preferences	Inventory	Configuration	Preferences
Inventory		Price Lists	Inventory	Setup	Price Lists
Inventory		Production Batches	Inventory	Lot Management	Production Batches
Inventory		Quality	Inventory		Quality
Inventory		Transaction Class	Inventory	Configuration	Transaction Class
Inventory		Transactions	Inventory		Transactions
Inventory		Units of Measure	Inventory	Setup	Units of Measure
Inventory		Warehouse Lots	Inventory	Lot Management	Warehouse Lots
Inventory	Product Balances	Cost History Inquiry	Inventory	Inquiries	Cost History Inquiry
Inventory	Product Balances	Cycle Count	Inventory		Cycle Count
Inventory	Product Balances	Item Balances	Inventory	Balance Inquiries	Item Balances
Inventory	Product Balances	Lot Balances	Inventory	Balance Inquiries	Lot Balances
Inventory	Product Balances	Update Costs	Inventory	Costing	Update Costs
Inventory	Quality	Lot Certifications	Inventory	Quality	Lot Certifications
Inventory	Quality	Quality Test Results	Inventory	Quality	Quality Test Results
Logistics		Carriers	Load Management	Setup	Carriers
Logistics		Loads	Load Management		Loads
Logistics		Preferences	Load Management	Configuration	Preferences
Logistics		Sites	Load Management	Setup	Sites
Logistics		Trucks	Load Management	Setup	Trucks
Logistics	Loads	Load Order	Load Management	Loads	Load Order
Manufacturing		Bill of Material Items	Inventory	Manufacturing	Bill of Material Items
Manufacturing		Bill of Materials	Inventory	Manufacturing	Bill of Materials
Manufacturing		Planning Items	Inventory	Manufacturing	Planning Items
Payroll		Batches	Payroll		Batches
Payroll		Crews	Payroll	Setup	Crews
Payroll		Departments	Payroll	Setup	Departments
Payroll		Employee List	Payroll	Setup	Employee List
Payroll		Payroll Codes	Payroll	Setup	Payroll Codes
Payroll		Positions	Payroll	Setup	Positions
Payroll		Preferences	Payroll	Configuration	Preferences
Purchasing		Aging Periods	Purchasing	Configuration	Aging Periods
Purchasing		Fisherman Balances	Fisherman Accounting		Fisherman Balances
Purchasing		Fisherman Sales	Fisherman Accounting		Fisherman Sales
Purchasing		Invoices	Purchasing		Invoices
Purchasing		Preferences	Purchasing	Configuration	Preferences
Purchasing		Purchase Orders	Purchasing		Purchase Orders
Purchasing		Sales	Sales		Quick Sales
Purchasing		Setup	Purchasing		Setup
Purchasing		Taxes & Premiums	Fisherman Accounting	Configuration	Fish Ticket Taxes
Purchasing		Tickets	Fisherman Accounting		Fish Tickets
Purchasing		Transactions	Fisherman Accounting		Other Transactions
Purchasing		Vendor Balances	Purchasing		Vendor Balances
Purchasing		Vendors	Purchasing	Setup	Vendors
Purchasing	Fisherman Sales	Fisherman Sale Lines	Fisherman Accounting	Fisherman Sales	Fisherman Sale Lines
Purchasing	Invoices	Invoice Lines	Purchasing	Invoices	Invoice Lines
Purchasing	Purchase Orders	Purchase Order Lines	Purchasing	Purchase Orders	Purchase Order Lines
Purchasing	Sales	Sale Lines	Sales	Quick Sales	Quick Sale Lines
Purchasing	Setup	Chill Type	Fisherman Accounting	ADF&G Setup	Chill Type
Purchasing	Setup	Conditions	Fisherman Accounting	ADF&G Setup	Conditions
Purchasing	Setup	Dispositions	Fisherman Accounting	ADF&G Setup	Dispositions
Purchasing	Setup	Gear	Fisherman Accounting	ADF&G Setup	Gear
Purchasing	Setup	Grades	Fisherman Accounting	ADF&G Setup	Grades
Purchasing	Setup	Management Programs	Fisherman Accounting	ADF&G Setup	Management Programs
Purchasing	Setup	Ports	Fisherman Accounting	ADF&G Setup	Ports
Purchasing	Setup	Price Lists	Fisherman Accounting	Setup	Price Lists
Purchasing	Setup	Program Classes	Fisherman Accounting	Configuration	Tax & Premium Classes
Purchasing	Setup	Seasons	Fisherman Accounting	Setup	Seasons
Purchasing	Setup	Species	Fisherman Accounting	ADF&G Setup	Species
Purchasing	Setup	Stat Areas	Fisherman Accounting	ADF&G Setup	Stat Areas
Purchasing	Setup	Ticket Class	Fisherman Accounting	Configuration	Ticket Class
Purchasing	Setup	Ticket Items	Fisherman Accounting	Setup	Fish Ticket Items
Purchasing	Setup	Vendor Class	Purchasing	Configuration	Vendor Class
Purchasing	Setup	Vessels	Fisherman Accounting	ADF&G Setup	Vessels
Purchasing	Tickets	Ticket Lines	Fisherman Accounting	Fish Tickets	Fish Ticket Lines
Purchasing	Vendors	Addresses	Purchasing	Setup	Vendor Addresses
Sales Contracts		Contracts	Sales	Setup	Contracts
Sales Order		Address Sets	Sales Programs	Setup	Address Sets
Sales Order		Aging Periods	Sales	Configuration	Aging Periods
Sales Order		Carriers	Sales	Setup	Carriers
Sales Order		Customer Balances	Sales		Customer Balances
Sales Order		Customer Class	Sales	Configuration	Customer Class
Sales Order		Customers	Sales	Setup	Customers
Sales Order		Freight Terms	Sales	Setup	Freight Terms
Sales Order		Hold Codes	Sales	Setup	Hold Codes
Sales Order		Preferences	Sales	Configuration	Preferences
Sales Order		Price Lists	Sales	Setup	Price Lists
Sales Order		Salesperson	Sales	Setup	Salesperson
Sales Order		Sites	Sales	Setup	Sites
Sales Order		Status Setup	Sales	Configuration	Status Setup
Sales Order		Transaction Class	Sales	Configuration	Transaction Class
Sales Order		Transactions	Sales		Transactions
Sales Order	Customer Balances	Cash Receipts	Sales		Cash Receipts
Sales Order	Customers	Addresses	Sales	Setup	Customer Addresses
Sales Order	Transactions	Shipments	Sales	Transactions	Transaction Shipments
Sales Order	Transactions	Transaction Items	Sales	Transactions	Transaction Items
Sales Order	Transactions	Transactions	Sales	Transactions	Transaction List
Sales Programs		Broker Balances	Sales Programs		Broker Balances
Sales Programs		Preferences	Sales Programs	Configuration	Preferences
Sales Programs		Program Classes	Sales Programs	Configuration	Program Classes
Sales Programs		Programs	Sales Programs		Programs
System		About	System		About
System		Companies	System	Configuration	Companies
System		Currencies	System	Configuration	Currencies
System		Currency Exchanges	System	Setup	Currency Exchanges
System		Data Access Groups	System	Users & Security	Data Access Groups
System		Direct Printers	System	Configuration	Direct Printers
System		Import and Export Setup	System		Import & Export Setup
System		License	System	Configuration	License
System		Manage Reports	System	Setup	Manage Reports
System		My Profile	System		My Profile
System		Preferences	System	Configuration	Preferences
System		Security Groups	System	Users & Security	Security Groups
System		Users	System	Users & Security	Users
System	Import and Export Setup	Database Queries	System	Import & Export Setup	Database Queries
System	Import and Export Setup	Destinations	System	Import & Export Setup	Destinations
System	Import and Export Setup	File Locations	System	Import & Export Setup	File Locations
System	Import and Export Setup	FTP Servers	System	Import & Export Setup	FTP Servers
System	Import and Export Setup	Services	System	Import & Export Setup	Services
System	Import and Export Setup	Sources	System	Import & Export Setup	Sources
System	Import and Export Setup	Transfers	System	Import & Export Setup	Transfers
System	Import and Export Setup	Transformations	System	Import & Export Setup	Transformations

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