NorthScope 2022.03.18

(Software Version: 2022.03.18 Database Version: 2022.03.18)

Release Date: March 18th, 2022



Improvements

Financial

NS-7494 Added Validations so users cannot change the Posting Type of a GL Account that has been used in a year-end close

If users try to update the Posting Type of an account that has been used on a year-end journal entry, or if it is a Balance Sheet account that had an ending balance in a closed fiscal year the following messages will be displayed respectively: 

  • "The Posting Type of account XXXX-XX-XXX-XX cannot be changed because it was used in a previous year end closing entry. Year End entries can be reversed if you need to change the Posting Type."
  • "The Posting Type of account XXXX-XX-XXX-XX cannot be changed because it is a balance sheet account and has an ending balance in a closed year. Year End entries can be reversed if you need to change the Posting Type."

Fisherman Accounting/ Inventory / Sales

NS-9363 Added Notes and Related Sites tab to Site Record View

Users can now add Notes to individual Site records via the new Notes toolbar icon in the header of the record view which opens the standard window to enter a Note.  This can be useful to add Warehouse terms or pricing agreements for example. 

There is a new tab on the Site record view called Related Sites.  This displays all the sites and site address information that is configured in the system for the company and allows users to select one or more sites to relate them to the Site on the open record. Users can unselect a site to remove the relation between the sites.

Framework

NS-7462 Added grid Subtotals when Grouped

Users can now view footer subtotals for data where applicable that is grouped in a grid.  For example, if the user chooses to group by a column on an Inquiry, and that inquiry has columns of data that display a footer total at the bottom of the page, there will now be a subtotal of that column in each group of data below the last record within the group. 

Note: The group totals may not display if the user has an existing Saved Grid Layout. Users that wish to see the new group totals will have to remove existing layouts and save a new one.

Inventory

NS-9367 & NS-9471 Added Warehouse Lot attributes and two new properties to the Receipt transaction grid Mass Update and Warehouse Lot list view

We have added two new properties called ‘Storage Begin Date’ and ‘Storage Renewal Day’ to both the Receipt record view grid Mass Update and the Warehouse Lot list view.  The Storage Renewal Day will be auto calculated for the selected lot(s) based on the Storage Begin Date if this property is left blank.  For example, if the user selects a Storage Begin Date of 01/26/2022 then the Storage Renewal Day will populate with the value 26.  Users may enter a value between 1 -31 or leave it blank, but a message will be displayed if 0 or a value less than 0 or greater than 31 is entered. 

Additionally, we have added the Warehouse Lot attributes to the Receipt record view grid Mass Update and the corresponding attribute columns are available to add to the Warehouse Lot list view grid from the column chooser.  While we were working on these updates we also squished a few of those pesky bugs.

Purchasing

NS-9355 Added Vendor Attributes to the Build Payment Batch Record View

Vendor attributes (if configured) are now available to select from the column chooser of the Build Payment Batch record view grid.

 

Sales

NS-9411 and NS-9415 Added option to More Actions for Sales Transactions History Inquiry and Sales Item History Inquiry

Users can now access the Sales Transactions History via the Sales Transaction record view More Actions toolbar icon.  When launched from this location, the inquiry will open in a new tab and be filtered for the customer associated with the order defaulting data from the last 90 days. 

Similarly, users can now open the Sales Item History Inquiry from the Sales transaction record grid, Find Items / Find Items with Balances and Select Ship To More Actions button.  When launched from these pages, the inquiry will open in a new tab and be filtered for the customer associated with the order defaulting data from the last 90 days. 

If the user has any existing Saved Filter Options for the inquiries, they will not be applied when they are launched from the More Actions button, however if they are opened from the Inquiries menu the Saved Filter Options will be applied as expected. 


NS-9431 Added new Storage Begin Date, Storage Renewal Day and Batch Comment properties to some Sales pages

We have added the Storage Begin Date, Storage Renewal Day and Batch Comment properties to the Sales Find Lots record view and Allocate by Inventory Lot pages and the Storage Begin Date and Storage Renewal Day to the Allocate by Warehouse Lot page. Storage Begin Date and Batch Comment (where applicable) will be available in the column chooser of the grid for these pages.


Bug Fixes

Fisherman Accounting

NS-9636 Fixed an issue with Fisherman ACH data not loading

There was an incorrect URL set in the table which was preventing the data displaying on the Fisherman ACH list view.  This has been resolved and now the page displays the data as expected.

Sales

NS-9515 Fixed an issue with the Price List History Inquiry

There was a bug with ‘Date’ type attributes causing the Price List History Inquiry not to open, this has been fixed and the page will open as expected. 


Technical Changes

  • Please view cumulative schema changes here.
  • No config file changes.