NorthScope 2020.10.23

Owned by Janice Dannenberg (Unlicensed)
Last updated: Oct 26, 2020 by Emma Greenwood
3 min read

(Software Version: 2020.10.23 Database Version: 2020.10.23)

Release Date: October 23, 2020


Improvements

Financial

NS-6868 Added ability to implement custom accounting rules

Want to make your own rules? Now you can. We added the ability for users to implement custom logic for accounting rules. The stored procedure that runs to update journal entries will test for the existence of a custom stored procedure. If it exists, then we will run that custom stored procedure to apply the specific accounting rules.

Inventory

NS-7027 Updated the Created column on Inventory Transactions List View to display time

The Created column on the Inventory Transactions List View now displays both the date and the time the inventory transaction was created.

Sales

NS-5156 Added ability to Find Lots on a Sales Order

We added a Find Lots option to the Allocate Item dropdown located on the Sales Order Record View. Selecting this option will open the Find Lots Record View, allowing users to search for lots by using the different search options available. Units and Weight values on the Find Lots page will be displayed in the unit of measure selected on the ‘Sales Order Unit UOM’ and ‘Sales Order Weight UOM’ properties on the Item Record View. Users can create a Sales Order with no line items, choose the Find Lots option to find the items they wish to add to the order, enter the quantities next to the lot they wish to allocate from and click ‘Add New Line’. The selected items will then be added to the order with the amounts automatically allocated.  If items already exist on the Sales order, then users can update the allocated amounts for that item (assuming the lot and site match) by entering the quantity on the Find Lots page and clicking ‘Allocate Existing Line’. This option will replace any existing allocations and update the order with the new allocation amounts.  If the allocation amounts entered on the Find Lots page do not match the lot/site for the existing order item, a new line item will be added to the order for that allocation and all balances will be updated accordingly.

If a user checks the checkbox next to an item on the Find Lots page, this will allocate all available quantities for that lot if that item does not already exist on the order with allocations from that lot.  Otherwise, the allocation amounts will be updated to the available quantities and the original allocation amounts added back to the lot balance. Easy enough, right?

Note: If allocating negative quantities, you must use the ‘Allocate by Inventory Lot’ or ‘Find Lots’ options from the ‘Allocate Item’ button on the Order Record View.


Bug Fixes

Inventory

NS-6860 Fixed a bug to differentiate Date and DateTime type fields in the NorthScope 3.0 Framework

Previously, DateTime type columns and fields in the NorthScope 3.0 framework only displayed the date. Time now also displays in an AM/PM format. To specify a DateTime type value, users can utilize a DateTime picker that is configured to format data using the Date Format User Preference. Additionally, this DateTime picker allows the selection of specific times, down to the minute. Users also have the option of manually entering the DateTime type value, so long as it is entered using the correct date and time formats. Please note that this fix will not change the way DateTime type columns and fields display on existing framework pages.

Note: There are some limitations to filtering DateTime type fields due to the framework’s inability to parse time. As a result, Quick Filter and filter row text boxes will not properly filter DateTime type columns. However, filtering on a DateTime column can be done by utilizing the “Is after” and “Is before” properties in the Filter menu. When a date is selected using these properties, the system assumes a timestamp of 12:00 AM on the specific date. For instance, to filter all results for 10/2/2020, users may select “Is after 10/2/2020” And “Is before 10/3/2020”. This means all results will be returned between 10/2/2020 12:00 AM and 10/3/2020 12:00 AM.


Technical Changes

No technical changes.