Software Version: 2020.11.14 and newer

[ 1 System Navigation ] [ 2 Key Definitions ] [ 3 Common Application Controls ] [ 4 Common Toolbar Icons ] [ 5 Online Resources ]

User Name - Identifies the name of the user that is logged in.
Company Name - Identifies the Company you are currently logged into. Clicking the down arrow will display all the Companies you have rights to, allowing you to select which one you want to log into.
Menu Search - A search box that finds all pages with the name containing the text you entered.
System & My Shortcuts tabs - Allows the user to quickly toggle the menu from showing all pages you have rights to see vs. only the pages you have identified as your Favorites.
Functional Area Pages - Shows all the pages, within the Functional Area, you have rights to.
Functional Area Navigation Folders - Shows all the Functional Areas, containing one or more pages you have rights to. When clicked, it will expand and show all pages, you have rights to and collapse the previous Functional Area.
Header Toolbar - Toolbar to display icons.
Help Icon - When clicked, the Page Help for the current page will open.

Key Definitions

This section identifies common terms used throughout this Functional Area. This is not intended to be an alphabetized "Glossary of Terms" but is organized in a logical sequence to group similar terms together. The goal is to ensure we use common language that provides context to baseline NorthScope concepts.

Term	Definition

Term	Definition
Property
Attribute
Attribute Value
Attribute Class
Transaction
Master File
Master File - Setup
Master File - Configuration
Preference
List View
Record View
Header Toolbar
Header/Parent Fields
Header Tabs
Detail Grid Toolbar
Detail/Child Grid
Detail/Child Tabs
Report
Inquiry
Status
Common Statuses
Deleted, Replaced, and Void Statuses
Open Transaction
Posted Transaction

Common Application Controls

This section identifies common controls used throughout all functional areas of NorthScope along with an explanation for each.

Control Type	Control Name	Characteristics	Examples

Control Type	Control Name	Characteristics	Examples
Dates	Date Picker	When clicked into, a calendar control opens allowing users to select a Date or range of Dates	Sales Order - Order Date
	Date Range Picker
	Date Text Box	A Text Box that validates that a user entered a valid date	AP Invoice - Doc Date
Buttons	Standard Buttons	Buttons that serve a single purpose like Save or Delete.	AP Invoice - Save AP Invoice - Delete
Buttons	Split Buttons	Buttons that contain 2 or more options to choose from.	AP Invoice - New Journal Entries - New
Lookups (aka Dropdown or Combo Box)	Single-select Lookup	Only one option is allowed to be selected. Selecting a different option overrides the current option.	Selecting a Status on the IM Transaction RV header Assigning an Item Class to an Item on the Item RV Any Yes/No Dropdown, such as the sales preference for whether price variances are allowed
Lookups (aka Dropdown or Combo Box)	Multi-select Lookup	One or more option(s) are available for selection. After an option has been selected, users must click the option again to de-select it.	Selecting all the Statuses on the Fish Ticket History inquiry criteria to return results Selecting multiple Transaction Types used to Mass Update FIFO Apply Fisherman payable transactions
Standard Controls	Checkboxes	Used to either toggle something as On/Off or True/False.	GL Accounts - Use In GL
	Hyperlinks	When clicked, navigates the user to another record or page.	Inventory - Transactions - Transaction ID
	Text Boxes	Used for free form data entry.	AP Invoice - Description

This section identifies common toolbar icons used throughout all functional areas of NorthScope. Understanding them will help streamline your NorthScope experience.

Tool	Description

Tool	Description
Column Filter Show/Hide
Export to Excel
Favorites
Group By Show/Hide
Help
Mass Update
More Actions
Print
Quick Column Filter
Refresh
Saved Layouts
Search Options
Search Options

Online Resources

Page Help

User Guides

Training Guides

Implementation Guides