NorthScope 2017.12.15

Owned by Kati Huttunen (Unlicensed)
Dec 15, 2017
4 min read

Release Date: December 15, 2017


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Improvements

Commodity Procurement

NS-2661 Commodity Procurement Ticket Improvements

 This work item included the following Commodity Procurement Ticket improvements:

  • Added footer totals to the Items, Charges and Accruals grid tabs.
  • Changed the item amount to calculate on the first save.

Financial

NS-2640 Updated the Journal Details Page

The Journal Details page, which is opened from transaction record views, was updated with the following changes:

  • Increased the height of the header section of the page to display 5 journal entries by default.
  • Added the following columns to the header section: Exchange Table, Rate Type and Exchange Rate.
  • Updated the Journal Details Description to display the Item ID and the Item Description. This change only applies to Sales Order Transactions.
  • Updated the Trans Currency Debit and Trans Currency Credit columns to populate accordingly.

Inventory

NS-2636 Added Item Note Type

A new note type ‘Inventory Item – Internal’ was added to the system to allow users to enter notes to inventory items.

NS-2728 Updated GL Date Property Assignment on Inventory Transactions

Previously, the GL Date property was automatically assigned to inventory transactions when the transaction was saved the first time. If the transaction was not saved as New, before saving it as a Ready to Post, the GL Date was not assigned and an error was displayed for the user. Inventory transactions were updated to auto assign the GL Date on saving the transactions as Ready to Post to allow users to create and save transactions as Ready to Post without saving the transaction as New before posting the transaction.  

NS-2670 Updated Item Set Record View

The Item Set record view was updated to improve the user experience of the feature. The record now displays three tabs: Properties, Attributes and Items. The item set is created based on the properties and attribute values selected and the items meeting the criteria are displayed on the Items tab. The Items tab updates on save.

Purchasing

NS-677 Added a Validation Message to Deliver Tickets

A user-friendly validation message was added to delivery tickets. The following message ‘Transactions cannot be approved or posted without any line items’ is displayed for the user, when a delivery ticket is saved as Approved or Ready to Post without any line items.

NS-2720 Updated Vendor Record View

The base properties on a new Vendor record were updated to display Currency. If the currency is not selected, the default Transaction Class currency is assigned on save.

Sales Order

NS-2638 Improved Item Favorite Deletion

Previously, any substitute items assigned to item favorites had to be deleted before deleting the item favorite. The item favorite deletion process was improved to automatically delete any substitute items assigned to the item favorite to allow users to delete the item favorite without first deleting the substitute items.

Sales Programs

NS-2620 Updated Sales Programs List View

The Sales Programs list view was updated to a new framework experience. Also, a new column ‘Program Rate Currency’ was added to the list view to identify the currency assigned to the Sales Program.

NS-2622 Updated the Program Classes

The Program Classes were updated with the following changes:

  • Added a Program Prefix field, which is used to create the Program ID alongside with the Next Program ID. This field is not required and defaults to blank.
  • Added Next Program ID to allow users to assign the program ID for the class.

Note: The Sales Program Preference ‘Next Program ID’ has now been removed and the Sales Program ID numbering is now restarted.

NS-2626 Updated Sales Program Record View

The Sales Program Record view was updated to improve the user experience. A new property ‘Program Rate Currency’ was added to the record view as a part of this change. This property is required and the Customer Addresses are now filtered based on the Currency selected to display only customers with the selected currency.

System

NS-2678 Improved the Login Sessions Dialog

The Login Sessions dialog was updated with the following usability improvements:

  • Changed the sessions to sort by the Last Activity.
  • Resized the dialog to be wider and taller.

 

NS-2628 Added an Error Message when Adding an Existing User

A user-friendly error message was added to User record view when an existing user is being added to the system. The following message ‘The user ID UserID already exists. Please chose another email address or contact the administrator for help’ is displayed on save when the email provided already exists in the system.

Bug Fixes

Commodity Procurement

NS-2738 Fixed CP Ticket Journal Entry Creation

Due to a bug, charges assigned to commodity procurement tickets were not added to the journal details. This issue is now fixed.

Inventory

NS-2696 Fixed Items List View Filtering

Previously, the following columns did not filter correctly when a filter value was entered:

  • Unit Decimals
  • Weight Decimals
  • Currency Decimals
  • Unit Tare Wt.
  • Cube Wt.

The issue is now fixed and these columns can be filtered as expected.

NS-2725 Fixed Items to Display with Correct Decimal Places

Previously, items on transactions were not always displayed with the correct units/weight decimal places as defined on the item record. The issue is now fixed.

Logistics

NS-2735 Fixed LM Load Building

Previously, the Logistics Load Builder built logistics loads to voided Sales Orders transaction, if the Sales Order transaction was voided after it was first saved with the same status as the Logistics preference ‘Beginning Sales Order Status’. This issue is now fixed.

Purchasing

NS-1035 Fixed New Grid Toolbar Icon on Delivery Ticket Records

Previously, an error was displayed when the New toolbar icon was clicked without entering any lines in the grid section of a Delivery Ticket record. This issue is now fixed and clicking New doubles the blank lines for data entry.

Sales Order

NS-2734 Fixed Shipments and Billing Inquiries

Due to a bug, the Shipments and Billing Inquiries were not displaying GL Periods and Year as expected. The issue is now fixed.