NorthScope 2020.04.23

(Software Version: 2020.04.23 Database Version: 2020.04.23)

Release Date: April 23, 2020

Improvements

Framework

NS-6209 Updated NorthScope with the ability to open a new browser window/tab using PaperVision

A recent change to PaperVision has prevented the PaperVision UI from displaying within a NorthScope window. Our solution is to open the PaperVision UI in a new browser tab/window using the More Actions button. To enable this functionality, the ‘Document Management System' Company preference must be set to “PaperVision” and the 'Document Management Query URL for Individual Transaction’ and 'Document Management Query URL for multiple Transactions’ Purchasing preferences must be configured. The More Actions button will be available on the Invoices list view, Invoice/Credit Memo record view, Invoice Lines list view, Invoice History Inquiry and Invoice Line History Inquiry. Additional questions? We’d love to help!

Purchasing

NS-5903 Added new validations to the purchasing Invoice/Credit Memo record view and made the Doc Date always editable

We’ve added two new validations to Invoices/Credit Memos. First, we will no longer allow GL Dates on an Invoice/Credit Memo to be before the Doc Date. The message “[Trans ID]: The GL Date must be on or after the Doc Date.” will display when a user attempts to save the transaction in ‘Approved’ or ‘Ready to Post’ status. Users may encounter this message from the Invoices list view (when mass updating the Status) or from the Invoice/Credit Memo record view. Secondly, the message "The Discount Date must occur on or before the Due Date." will display when users modify the automatically calculated Discount Date or Due Date on a transaction in Posted/Ready to Post status. Prior to posting the transaction, the Discount Date and Due Date fields will be disabled. Finally, we made Doc Date always editable, regardless of the status of the transaction.

Sales

NS-5248 Added Transaction Class validation and enhanced Sales Order Invoice constraints

The Transaction Class record view has been updated with a new error validation that will prevent transaction classes of the same transaction type from having the same Document Prefix. This will help ensure sales transactions are uniquely identified. A pre-install datafix will also run to verify there are no blank or duplicate invoice numbers on a sales order transaction for a given company. If blank or duplicate invoice numbers are found, users will be alerted and will need to manually update the data before the install can proceed.

Sales Programs

NS-5664 Enhanced brokerage settlement validation message when writing off brokerages

We’re taking the guessing out of brokerage settlement validation messages. In line with being as descriptive and helpful as possible, we’ve improved our message for the brokerage write off process. The message will state “The following Transaction(s) have Write Off Amounts but are missing a Write Off Reason Code or Write Off GL Account. These problems can be resolved by opening the Edit Amounts screen.

Transaction1

Transaction2…”

Technical Changes

Please view cumulative schema changes here.