Companies List View
- Tom Williams
- Tatum Garino (Unlicensed)
Companies are entities that all transactions and master files are associated with. A NorthScope system is required to be installed with one company but additional companies can be added as needed. Companies can be separate legal entities or divisions within a legal entity that need to be separated for a variety of reasons. The Companies List View shows all the installed companies and from here users can edit or remove records. Companies should only be removed after consulting with NLP Support and companies can only be added by NLP support.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| Save | Saves all changes. |
| Fields | Description |
| Company | A label to show the unique identifier of the company record. This is created when the Company is installed and is required, and must be unique, for all records. This field must be <= 15 characters. Linked Database Field: ERPx_MFDataEntityCompany.CompanyID |
| Company Name | A text box to add/edit the name associated with the Company. This is the name most commonly used on report headers. This is created when the Company is installed. This is required and if missing, the message "Company Name is required and cannot be blank." will be displayed on Save. This also must be unique, otherwise the message "Violation of unique key constraint." will be displayed on Save. This field must be <= 100 characters. Linked Database Field: ERPx_MFDataEntityCompany.CompanyName |
| Company Short Name | A text box to add/edit the name associated with the Company. This is the name most commonly used as the company name shown on the NorthScope menu bar but can also be on reports. This is created when the Company is installed. This is required and if missing, the message "Company Short Name is required and cannot be blank." will be displayed on Save. This is not required to be unique. This field must be <= 25 characters. Linked Database Field: ERPx_MFDataEntityCompany.CompanyShortName |
| Host Database Name | A text box to identify the SQL Database Name of the Host System. This is only populated, or required, for companies that integrate with a host system such as DynamicsGP. If NorthScope has been installed as a stand-alone system this is not require. If the company is integrated with a host system and any of the Integrations have been configured on the Integration Configuration page then this value is required and must match the name of a host system database installed on the same SQL Sever as NorthScope. Linked Database Field: ERPx_MFDataEntityCompany.DatabaseName |
| Host System | A single-select standard lookup to select the Host System that the NorthScope Company is integrated with. This is populated when the Company is installed but is only required for companies that integrate with a host system such as DynamicsGP. If NorthScope has been installed as a stand-alone system this is not require. If the company is integrated with a host system and any of the Integrations have been configured on the Integration Configuration page then this value is required. Linked Database Field:ERPx_MFDataEntityCompany.DataEntityCompanySystemSK This lookup contains a blank value, the current assigned value, and a list of all the values in the ERPx_MFDataEntityCompanySystem table |
| Mailing Address | A single-select standard lookup to select the default Mailing Address that is associated with this company record. This defaults to blank but is not required and does not have to be unique. Linked Database Field: ERPx_MFDataEntityCompany.MailingAddressSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' AddressID's from the ERPx_MFAddress tables where AddressGroup = 'Mailing Address' |
| Physical Address | A single-select standard lookup to select the default Mailing Address that is associated with this company record. This defaults to blank but is not required and does not have to be unique. Linked Database Field: ERPx_MFDataEntityCompany.PhysicalAddressSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' AddressID's from the ERPx_MFAddress tables where AddressGroup = 'Physical Address' |
| Server Name | A text box to edit the SQL Server Server name that the NorthScope system was installed into. This is required for all company records and must match the name of the SQL Server and must be <= 25 characters. Linked Database Field: ERPx_MFDataEntityCompany.ServerName |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.