NorthScope ver. 2.8.9

Owned by Tatum Hohl (Unlicensed)
Last updated: May 24, 2016
15 min read

Release Date: September 22, 2015

PDF Version

Enhancements

Purchasing

NS-484: Changed the Transfer portion of Tender Sale transactions to mirror Balance Transfers

Previously, the transfer lines on a Tender Sale were processed as a Transfer transaction. However, since the original Transfer transaction is being replaced with the Balance Transfer this needed to change. With this improvement, the transfer lines on a Tender Sale now process as Balance Transfer transactions where the Tender is owed and the Fisherman owes. 

NS-492: Updated the validation error message when the user tries to create a new Vendor record with the same ID as an existing Vendor Record.

The error message that displays when a duplicate Vendor ID is entered in NorthScope was edited for clarity. Previously, the error message that displayed was not user-friendly.

NS-511: Prevented journal entries from being created for line items with the same Purchase Account and Distributed To settlement accrual account on Adjustments

Previously, journal entries were being created for Adjustment line items with the same Purchase Account and Distributed To settlement accrual account, thus debiting and crediting the same account for the same amount. This logic was improved to no longer create a journal entry when this occurs.

NS-513: Disabled Balance Transfers from posting with the same ‘Transfer Balance From’ and ‘Transfer Balance To’ vendors

Previously, Balance Transfers with the same ‘Transfer Balance From’ and ‘Transfer Balance To’ vendors were permitted to be saved and posted even though the balance was not transferred between separate entities. This was disabled so that if a user tries to approve or post a Balance Transfer with the same ‘Transfer Balance From’ and ‘Transfer Balance To’ vendor, an error message will display, preventing the save.

NS-530: Added additional database requirements to prevent duplicate combinations of Master Number, Ticket Number, and Version Number

Previously, there were no table restrictions  preventing records from being inserted for delivery tickets with  the same combination of Master Number, Ticket Number, and Version Number. Now, duplicate combinations of Master Number, Ticket Number, and Version Number are prohibited due to an added validation and an error message appears when a user tries to save a delivery ticket in this instance. 

NS-537, 540, 568: Updated how Delivery Ticket properties are stored in the database

A change was made to how Delivery Ticket properties are stored in the database was updated to optimize both the user experience and the integration with eLandings. This included shortening the property names to make them easier to read. Additionally, the sorting of properties was updated so that the most frequently used and important properties sort to the top of the list. Some notable property changes are: Ticket Date to Landed Date, Master Vendor to Fisherman Account, and Fisherman to Permit Holder. This work included an update script which will make sure all properties are updated throughout the history of the application and also that both Fisherman Account and Permit Holder are always filled in for each ticket in the system.

NS-538: Made changes to the Vendor Properties tab

Several changes were made to the Properties tab on the Vendor Record View that included renaming the ‘Master Vendor’ field to ‘Master Fisherman Account’, ensuring that this field is only visible for Vendors with a Vendor Type of ‘Fishermen’ and ‘Fisherman & Tender’, ensuring this field is not required on save, and ensuring that the ‘Permit Serial #’ and ‘Tender Vessel’ fields are only visible for Vendors with a Vendor Type of ‘Fisherman’, ‘Fisherman & Tender’, and ’Tender’. 

NS-539: Made changes to the ‘New Delivery Ticket’ page

The ‘New Delivery Ticket’ page was changed to include separate columns to display the ‘Permit Holder’ and the ‘Master Fisherman Account’. If the Fisherman that owns the Permit has a ‘Master Fisherman Account’ setup it will default for all tickets for that fisherman. 

NS-551, 552, 554, 555, 556, 557, 558, 559: Updated AP transactions

The AP Invoice, Credit Memo, Adjustment, Balance Transfer, Fisherman Sale, Customer Sale, Employee Sale, Cash Receipt, and Tender Sale transactions were updated with improved requirements and edit rules, new functions to reflect the new list view organization, and new fields to add clarity. 

  • NS-551: Updated AP Invoice and Credit Memo transactions
    Updates to the AP Invoice and Credit Memo transactions include the following: Each line item is required to have an ‘Extended’ amount greater than 0, the Description fields are now always editable (even after the transaction is posted), and the only transactions that can be added from the Invoices List View and Record View are Invoices and Credit Memos.
  • NS-552: Updated AP Adjustment transaction
    Updates to the AP Adjustment transaction include the following: No line items can have  an ‘Extended’ amount equal to 0.00, if the Adjustment transaction has a value in the ‘Doc No’ field it must be unique by transaction type, both the Doc No and Description fields are always editable regardless of the transaction status, removed both the ‘Voucher No’ and ‘Date’ fields from the Items Grid and ensured the line item dates are always updated to match the Header Date on save, and added the ‘Extended Amt Type’ field to display the effect of the line item.  
  • NS-554: Updated AP Balance Transfer transaction 
    Updates to the AP Balance Transfer transaction include the following: Each line item is required to have an ‘Extended’ amount greater than 0, if the Balance Transfer transaction has a value in the ‘Doc No’ field it must be unique by transaction type, both the Doc No and Description fields are always editable regardless of the transaction status, removed both the ‘Voucher No’ and ‘Date’ fields from the Items Grid and ensured the line item dates are always updated to match the Header Date on save, changed the ‘Distributed From’ column header to ‘Transfer Balance From’, and changed the ‘Distributed To’ column header to ‘Transfer Balance To’.  
  • NS-555: Updated AP Fisherman Sale transaction
    Updates to the AP Fisherman Sale transaction include the following: removed the PO field, if the Fisherman Sale transaction has a value in the ‘Doc No’ field it must be unique by transaction type, and both the Doc No and Description fields are always editable regardless of the transaction status.
  • NS-556: Updated AP Customer Sale transaction
    Updates to the AP Customer Sale transaction include the following: if the Customer Sale transaction has a value in the ‘Doc No’ field it must be unique by transaction type, and the Doc No, PO, and item description fields are always editable regardless of the transaction status. 
  • NS-557: Updated AP Employee Sale transaction
    Updates to the AP Employee Sale transaction include the following: removed the PO field, if the Employee Sale transaction has a value in the ‘Doc No’ field it must be unique by transaction type, and the Doc No, PO, and item description fields are always editable regardless of the transaction status. 
  • NS-558: Updated AP Cash Receipt transaction
    Updates to the AP Cash Receipt transaction include the following: changed the ‘Check #’ field to ‘Reference #’ and ‘Comment’ to ‘Description’, added the New toolbar button with a drop down including Adjustment, Balance Transfer, and Cash Receipt, required an ‘Amount’ greater than 0, and allowed the Reference # and Description fields to be editable throughout all transaction statuses.
  • NS-559: Updated AP Tender Sale transaction
    Updates to the AP Tender Sale transaction include the following: The ‘Doc No’ is required and must be unique by transaction type, each Transfer line item is required to have an ‘Extended’ amount greater than 0, the Doc No and item description fields are always editable regardless of the transaction status. 

NS-562: Updated the Check Register inquiry

The Check Register Inquiry was updated to include the following columns: Account, Account Name, GL Period, and GL Year while the Payee Account column was removed. Also, certain fields were renamed for clarity and the Checkbook field was removed from the System view. 

NS-564: Added ability to find eLandings Landings within a specific date range

When searching for a ‘Tender Batch’ to import from the eLandings web service the process takes far more time if only a Tender Batch is requested. To speed this up two fields were added to the eLandings page that allow the user to select the landing date range to search for eLandings landings. Additionally, a new Purchasing preference was added to allow the user to set the default number of days through which to search for landings. 

NS-567: Improved Ticket Void/Correct page

New fields were added to the Ticket Void/Correct page and the grid behavior was corrected for a better ease of use. These changes included an added ‘Transaction’ header field for the user to search for a specific transaction, a reorganized header, an added ‘Permit Holder’ grid column, and fixes to the layout of the page. 

System

NS-515, 523, 524, 527, 531: Added ability to auto-reprocess inbound AR transactions

These items improved the integration of AR documents by adding the ability for any problematic documents to automatically retry their import a certain amount of times on a certain interval before being marked as an error. Furthermore, a preference was added for the user to determine who will be notified in the event of problematic documents. Finally, the Inbound Integration Queue inquiry was improved to display the import records along with their statuses, date processed, and raw data while also allowing users to manually control status updates and print the data displayed.

NS-536: Made cosmetic changes to each Reports page

The Reports page for each module was improved to now display the list of reports and inquiries, grouped by type – Report or Inquiry. Furthermore, the column arrangement was adjusted so that the Favorite column now displays directly following the report name. 

Sales Order

NS-516, 517, 518: Added ability to NOT integrate Sales Order documents

These items added the ability to determine if Sales Order documents are integrated to the host system by Transaction Class. This was added by creating the ‘Allow Integration to Host’ column on the Transaction Class List View, which displays a check box column. This check box column determines whether or not transactions belonging to that Transaction Class are integrated upon save. 

Financial

NS-532: Changed the NorthScope Journal Comment for Tickets, Ticket Reprices, and Ticket Corrections

The Journal Comment created for delivery tickets, ticket reprices, and ticket corrections was improved for clarity. Now, the Journal Comment created for new tickets displays ‘Ticket: [Ticket Number]’ and the Journal Comment created for ticket reprices and corrections displays ‘Ticket Adj: [Ticket Number]-v[version#]’.

Fixes

Purchasing

NS-509: Corrected Settlement Transaction integration issue with eLandings tickets not assigned a Master Vendor

Previously, when eLandings tickets not assigned a Master Vendor were integrated, an error caused the settlements for these tickets to break and not be assigned to a fisherman. The source code was fixed so that the proper settlement transactions are created for these eLandings and are assigned to the correct fisherman. 

NS-510: Corrected validations for Adjustment transactions

Previously, the Purchase Account and Date fields were erroneously editable on Adjustment transactions after the transaction was set to a status of ‘Approved’ or greater and saved. This error was fixed so that now these fields are locked down on statuses of ‘Approved’ or greater.

NS-519: Disabled Balance Transfers with line items with ‘Extended’ amounts of 0 from posting

Previously, Balance Transfers with line items with ‘Extended’ amounts of 0 were erroneously permitted to be approved and posted. This error was fixed so that Balance Transfers now require ‘Extended’ amounts greater than 0.

NS-521, 529: Corrected journal entries for Customer Sales with negating lines

Previously, Customer Sale transactions with two lines that negated each other were creating incorrect journal entries. This issue was fixed so that the correct journal entries are created for these transactions.

NS-522: Corrected error with Balance Transfer status update

Previously, a bug existed that caused the status of Balance Transfers to not automatically update to ‘Posted’ after being set to ‘Ready to Post’ and saved. This bug was fixed so that now Balance Transfers automatically update to a status of ‘Posted’ after being set to ‘Ready to Post’ and saved. This bug fix also pertained to the mass update function being applied to Balance Transfers.

NS-525: Corrected Customer Sale transaction posting

Previously, Customer Sale transactions set to ‘Ready to Post’ were erroneously automatically updating to ‘Posted’ before being posted in Microsoft Dynamics GP. This issue was fixed so that now, Customer Sale transactions set to ‘Ready to Post’ stay in a status of ‘Ready to Post’ until their corresponding transactions are posted in GP, at which time they update to being ‘Posted’ in NorthScope.

NS-545: Corrected credit account selection on Cash Receipts

Previously, there was a bug that caused certain Cash Receipt line items to not select the proper credit account. This issue was fixed so that the correct settlement accrual account is selected as the credit account for cash receipt line items and, if one is not assigned to the vendor, the default settlement accrual account will be credited.

NS-546: Corrected the AP Invoice and Credit Memo error when distributing two line items to the same Project

Previously, a bug existed that prevented AP Invoices and Credit Memos from being saved when two line items were distributed to the same Project. This issue was fixed so that now when two or more line items are distributed to the same Project, their distributions are summed and the transaction can be saved without error. 

New Features

Purchasing

NS-534, 535, 541, 548, 549, 550, 561: Created new Purchasing list views

New list views were built to reorganize the AP transactions in NorthScope, which also resulted in new navigation menu selections.

  • NS-534: Grouped Purchasing Master Files
    The Purchasing module base master files (Conditions, Dispositions, Gear, Grades, Management Programs, Ports, Program Classes, Seasons, Species, Stat Areas, and Vessels) were grouped under a new parent node titled ‘Setup’. Now, when the Purchasing module is expanded, clicking the ‘Setup’ node will expand the list of master files for the user to select the list view to open.
  • NS-535: Changed two Purchasing module navigation menu page names
    Previously, there were two page names on the Purchasing module Navigation Menu titled ‘Delivery Tickets’ and ‘Sale’. These page names were renamed to be titled ‘Tickets’ and ‘Sales’ to coincide with the creation of new list views.
  • NS-541: Created new Purchase Orders list views and inquiries
    With this release, there are two Purchase Orders list views – one for Purchase Order transactions and one for Purchase Order transaction lines. These have been optimized so they open faster, only show ‘Open’ Purchase Orders, and includes additional data fields. Similarly, two new inquiries were created for these list views under Reports titled ‘Purchase Orders’ and ‘Purchase Order Lines’. These include all Purchase Orders regardless of Status.
  • NS-548: Created new Invoices list views and inquiries
    With this release, there are two Invoices list views – one for Invoice and Credit Memo transactions and one for Invoice and Credit Memo transaction lines. The Invoices list view has been optimized so it opens faster, only includes Invoices and Credit Memo transactions with a status of New, Approved, and Ready to Post, and includes additional data fields such as GL Period and Year. The Invoice Lines list view includes all the Line Items for all unposted Invoices and Credit Memos, and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts. Similarly, two new inquiries were created for these list views under Reports titled ‘AP Invoices’ and ‘AP Invoice Lines’. The AP Invoices inquiry has been optimized so it opens faster, includes all Invoices and Credit Memo transactions regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year. The AP Invoice Lines inquiry includes all the Line Items for all Invoices and Credit Memos regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts.
  • NS-549: Created new Tickets list views and inquiries
    With this release, there are two Tickets list views – one for Delivery Ticket transactions and one for Delivery Ticket transaction lines. The Tickets list view has been optimized so it opens faster, only includes Tickets with a status of New, Approved, and Ready to Post, and includes additional data fields such as GL Period and Year. The Ticket Lines list view includes all the Line Items for all unposted Tickets, and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts. Similarly, two new inquiries were created for these list views under Reports titled ‘Tickets’ and ‘Ticket Lines’. The Tickets inquiry has been optimized so it opens faster, includes all Tickets regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year. The Ticket Lines inquiry includes all the Line Items for all Tickets regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year, both the Debit and Credit GL Accounts, and a link to the NorthScope Journal Entry.
  • NS-550: Created new Sales list views and inquiries
    With this release, there are two Sales list views – one for Customer and Employee Sale transactions and one for Customer and Employee Sale transaction lines. The Sales list view has been optimized so it opens faster, only includes Customer and Employee Sales transactions with a status of New, Approved, and Ready to Post, and includes additional data fields such as GL Period and Year. The Sales Lines list view includes all the Line Items for all unposted Customer and Employee Sales, and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts. Similarly, two new inquiries were created for these list views under Reports titled ‘Sales’ and ‘Sales Lines’. The Sales inquiry has been optimized so it opens faster, includes all Customer and Employee Sale transactions regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year. The Sale Lines inquiry includes all the Line Items for all Customer and Employee Sales regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts.
  • NS-561: Created new Fisherman Sales list views and inquiries
    With this release, there are two Fisherman Sales list views – one for Fisherman and Tender Sale transactions and one for Fisherman and Tender Sale transaction lines. The Fisherman Sales list view has been optimized so it opens faster, only includes Fisherman Sales and Tender Sales (Tender Resales) with a status of New and Approved, and includes additional data fields such as GL Period and Year. The Fisherman Sale Lines list view includes all the Line Items for all unposted includes Fisherman Sales and Tender Sales (Tender Resales), and includes additional data fields such as GL Period and Year and both the Debit and Credit GL Accounts. Similarly, two new inquiries were created for these list views under Reports titled ‘Fisherman Sales & Tender Resales’ and Fisherman Sales & Tender Resale Lines’. The Fisherman Sales inquiry has been optimized so it opens faster, includes all Fisherman Sales and Tender Sales (Tender Resales) regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year. The Fisherman Sales Lines inquiry includes all the Line Items for all Fisherman Sales and Tender Sales (Tender Resales) regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year, both the Debit and Credit GL Accounts, and a link to the NorthScope Journal Entry.
  • NS-563: Created new Transaction list views and inquiries
    With this release, the Transactions list view was updated to only include Adjustment, Balance Transfer, and Cash Receipt transactions. Similarly, three new inquiries were created for this new list view under Reports titled ‘Adjustment Lines’,  ‘Balance Transfer Lines’, and ‘Cash receipts’. This list view has been optimized so it opens faster, only includes Adjustments, Balance Transfers, and Cash Receipt transactions with a status of New and Approved, and includes additional data fields such as GL Period and Year. The Adjustment Lines inquiry includes all the Line Items for all Fisherman Adjustment transactions regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year, both the Debit and Credit GL Accounts, and a link to the NorthScope Journal Entry. The Balance Transfer Lines inquiry includes all the Line Items for all Fisherman Balance Transfer transactions regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year, both the Debit and Credit GL Accounts, and a link to the NorthScope Journal Entry. The Cash Receipts inquiry includes all the Line Items for all Fisherman Cash Receipt transactions regardless of Status (but excludes the Status of ‘Void’ by default), and includes additional data fields such as GL Period and Year, both the Debit and Credit GL Accounts, and a link to the NorthScope Journal Entry.

NS-560: Added Fisherman Statement Report

The Fisherman Statement Report was created to replace the Account Activity Detail report and display the detailed statement of fishermen accounts. The layout has been changed and updated have been made to how Ticket Adjustments were displayed. Due to this addition, the Account Activity and Account Activity Detail reports were removed. 

Financial

NS-542: Created new Journal Entries list views and inquiries

With this release, there are two Journal Entries list views – one for Journal Entries and one for Journal Entry lines. The Journal Entries list view has been optimized so it opens faster and several new columns have been added such as GL Period and Year. The Journal Entry Lines list view includes all the Journal Lines for all Journal Entries with a Status of New, Approved and new columns have been added such as GL Period and Year. Similarly, two new inquiries were created for these list views under Reports titled ‘Journal Entries’ and ‘Journal Entry Details’. The Journal Entries inquiry has been optimized so it opens faster, includes all Journal Entries regardless of Status (but excludes the Status of ‘Void’ by default), includes many additional data fields such as GL Period and Year, and a link to the Dynamics GP Journal Entry ID. The Journal Entry Lines inquiry includes all the Journal Lines for all Journal Entries regardless of Status (but excludes the Status of ‘Void’ by default), includes many additional data fields such as GL Period and Year, and a link to the Dynamics GP Journal Entry ID.