NorthScope 2019.10.11

Owned by Emma Greenwood
Last updated: Oct 14, 2019
3 min read

(Software Version: 2019.10.11 Database Version: 2019.10.11)

Release Date: October 11, 2019


Improvements

Inventory

NS-5053 Performance Improvements for Sales Order Allocations

The performance of processing Sales Order allocations for large data sets was improved.

Purchasing

NS-5025 Moved the GL Date field from the Home tab to the Properties tab for AP Invoices and Credit Memos 

The GL Date was moved from the Home tab on the Invoice and Credit Memo Record View to the Properties tab. This way you don’t have to try to remember where the GL Date field is with all the different transaction types because now the GL Date is always on the Properties tab of a transaction.

Additionally, the GL Date defaults to blank and remains that way until you either manually update it or mark the Invoice or Credit Memo as Approved or Ready to Post.

Sales

NS-5062 Sales Order Improvements 

In the effort to improve the Sales Order creation process we have made several improvements to this process outlined below:

Sales Transaction Class

A new ‘User’ preference was added to assign a ‘Default Transaction Class for New Orders’. Once set, this value will automatically populate the Transaction Class field when creating a new sales order.  This can be set to any ‘Active’ Transaction Class that is configured for the Transaction Type of “Order”. This preference can be set in System > My Profile > Preferences. 

Note: if a default transaction class is set to inactive then the transaction class will no longer default on a new order.

Sales Preferences and 'Select Ship-To' Page


The Ship From site dropdown has been added to the Select Ship-To page because when you navigated to the Select Items page, the favorites would not display without a Ship From Site selected. This removes an additional keystrokes and makes the overall flow that much better. Additionally to limit any confusion, the “Default Site” preference (Sales > Configuration > Preferences) has been removed as we have made this more a part of the process and this preference is now no longer helpful.

We have renamed the “Default Order ID” preference to “Default Transaction Class for New Orders” for consistency with the new user preference.

Note: Paging has been removed from all preferences pages.

On the Select Ship-To page we have renamed the ‘Go to Catalog’ icon in the header toolbar to ‘Save & Next’ to be more consistent with other pages within NorthScope. 


Sales Order ‘Select Items’ Page

The ‘Item Ship From’ field was renamed to ‘Ship From Site’ to be consistent with the name on the ‘Select Ship-To’ page.  If a Site is assigned on the ‘Select Ship-To’ page it will be displayed here. If not, it will default to the ‘Sales Order Site’ setup on the Customer Address Record View. This value can be changed.

The following new fields were added to the header of the page:

  • Carrier: A single-select lookup that contains the list of all ‘Active’ Carriers. This defaults to the ‘Sales Order Carrier’ setup on the Customer Address Record View but can be changed.
  • Freight Terms: A single-select lookup that contains the list of all ‘Active’ Freight Terms. This defaults to the ‘Freight Terms’ setup on the Customer Address Record View but can be changed.
  • Certifications: A multi-select lookup that contains the list of all ‘Active’ Certifications. This defaults to the ‘Default SO Certifications’ setup on the Customer Record View but can be changed.

 

NS-5059 Added a Customer Default Certification Property

A new property has been added to the Customer Record View Properties tab named ‘Default SO Certification’ (Sales > Setup > Customers > Customer Record View Properties tab). This property contains a multi-select lookup of all ‘Active’ certifications. If set, these Certifications will default for new orders on the ‘Select Items’ page. If no default certifications exist, the lookup values will be blank.

The values selected on the ‘Select Items’ page will be displayed in the ‘Default Certification’ property on the Sales Order Properties tab.

Note: Any new certifications that are selected/ removed from this lookup will only apply to new items added to the order and will not update existing items.

We have removed the “Assign all Certifications to New Orders” preference since users can now setup default certifications at the customer level.  A datafix has been written to insert all valid certifications records for each of the company’s customers. 


NS-5056 Added a new property on the Sales Order Transaction Class for requiring Freight Terms 

A new Yes/No property was added for Order transaction classes called ‘Require Freight Terms’ (Sales > Configuration > Transaction Class). If set to “Yes”, Freight Terms are required to create or save an Order in the Class. This defaults to “No” but can be changed at any time.

Technical Changes

Please view cumulative schema changes here.