NorthScope New Menu - Where did my page go?

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:

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:

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

Pages that have been split

1. 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.
2. 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: