NorthScope 2020.06.05

(Software Version: 2020.05.22 Database Version: 2020.06.05)

Release Date: June 05, 2020

New Features 

Inventory 

Feature Spotlight! NS-5369 Added planned Production Order transactions 

We’ve created a Production Order transaction type for users to keep track of production that is expected to occur at a future date. For convenience, we shipped this release with a default Production Order transaction class. Using the new Production Order record view, users will be able to record and tie Production transaction(s) to a planned Production Order. Planned Production Orders will not affect inventory. From the left navigation, we’ve added a Production Orders list view and a Production Order Items list view. After setting up a Production Order with items, we will automatically calculate Planned Input, Planned Output and the Planned Yield percentage based on the selected UOM of the Production Order. Any items without a UOM conversion to the Production Order UOM will not be included in the calculations. Once a planned Production Order is in place, users may click the Record Production button to record actuals against a plan by creating an associated Production transaction. This Production transaction will include all Input and Output line items from the Production Order. All items in the associated Production transaction will default with zero quantity Units and Weight, which will need to be manually entered. After a Production transaction is Saved, the planned Production Order will automatically calculate Actual Input, Actual Output, Actual Yield percentage and Complete percentage. When all associated Production transactions have been Posted, the planned Production Order may be Closed. Of course we will also need a way to view and filter historical Production Orders. Yes, you guessed it - use the Production Order Inquiry or Production Order Item Inquiry. Any questions about how calculations are done? Or need more info on a specific field? Please click the Help icon in the header toolbar on any of our new Production Order pages. 

Improvements 

Company 

NS-6417 Added validation to the inbound processing of sales order integrations in CSV formats 

Once upon a time in a land of NorthScope integrations, there were two ways to integrate, CSV and XML. CSV has gone by the wayside and is no longer supported while XML is still alive and kicking. If an integration in the CSV format is submitted, it will error out stating that CSV formats are not supported. And NorthScope XML integrations lived happily ever after. 

Sales 

NS-6010 Added validation when Customers are inactivated 

We have added the following message if the user tries to inactivate a customer that has a balance, or is on any open or unapplied transactions: "[Customer Name] ([CustomerID]) has a balance, has unapplied transactions, or is on an open transaction and cannot be saved as Inactive.".   

NS-6044 Changing Customers on a Quick Sale will reset defaults 

Ever wonder what happens or what you need to do if you need to change a customer on a Quick Sale transaction? Well wonder no more because NorthScope now handles changing the defaults and then tells you what it did with the message: “Changing the Customer will reset the following values from the new Customer: Currency ID, Payment Terms, and Tax Class. The Due Date and Discount Date fields will also be recalculated using the new Payment Terms. The Price List has been removed and will have to be manually set.“ 

Technical Changes

Please view cumulative schema changes here.