NorthScope 2022.08.26

(Software Version: 2022.08.26 Database Version: 2022.08.26)

Release Date: August 26th, 2022



Improvements

Company

NS-10075 Updated Country Column on the Company Address Page

We realized it seemed a bit silly having to manage the Country values in another Functional Area because we used a lookup for users to select the active countries, so we updated the Addresses List View page so that the Country column allows users to enter a text value while in Edit mode or when adding a new address record.

Fisherman Accounting

NS-10046 Added a Default Fisherman Statement Report Preference

We have added the new Default Fisherman Statement preference so users can specify a custom statement report to be used when viewing the statement from the ‘View’ hyperlink on the Fisherman Balances List View.  If this preference is blank or an invalid value is entered, the standard FA Fisherman Statement NS report will run.


NS-9580 Removed Unused Temp Table from the Fisherman Balances List View

There was a temp table in the code of the Fisherman Balances List View that was not being used, since there is no point in it being there, we removed it!  Carry on as you were, nothing to see here.


NS-10115 Updated Fish Ticket Lines List View and the Fish Ticket History, Fish Ticket Item History Inquiries to Rename a Column

We renamed the ‘Site Processed ID’ column to ‘Site Processed’ because the value displays the Site Name not the ID value.

Grower Accounting

NS-10332 Updated the Tickets and Ticket Lines List Views and Ticket History, Ticket Line History Inquiries

To be more consistent and improve usability, we renamed some columns, updated some filters, and added some new columns to these four pages.  Users will now be able to use the Inquiry pages to view open tickets if selected in the ‘Include’ filter.

Sales

NS-9865 Added Item Attributes to the Find Items and Find Items With Balances Pages

As the title suggests, we added the Item attributes to both pages which makes them more helpful for users.


NS-9742 Updated NorthScope to allow users to specify which Remit To Address they want to use in Sales

NorthScope has the ability to specify multiple Remit To addresses in the Company >> Address setup.  However, there wasn’t a way to map these to the transactions, well now there is! We have added a new property called ‘Remit To Address’ to the Customer Master File Record View and the Sales Transaction Class Record Views which allows users to choose which Remit To address to use on sales reports for specific customers and transactions.


NS-9439 Added Note and Contact Types to enable auto emailing of reports to Warehouses and Carriers

We have added the ability for Customer and Customer Address notes to copy to new Sales Orders and updated the types available on these records to be consistent.  Note: If there is a note of the same type on both the Customer and Customer Address record, the Customer Address note will be copied to the Sales Order transaction.

Additionally, we have added some new contact types to the following records: ‘Customer’, ‘Customer Address’ and ‘Site’.  Carriers also has contact information that can be saved to the list view, these will default to the Shipping contact type.  If users need the BOL and/or Picking Contact types for a Carriers configured, please contact Support.  These will become available in the UI by the next release, however.

These contact types can be configured for report distribution in Company > Configuration > Report Distribution. For more information on how to configure contact types for report distribution, please see this FAQ guide.

Bug Fixes

Grower Accounting

NS-10371 Fixed an issue with Due Date validation displaying when posting Grower Tickets set to create AP Invoices

Users ran into an issue receiving a message “Due Date is required” when Approving/Posting Grower Tickets that were settling to AP Invoices that were being created in statuses of Approved or Ready To Post (via the “Set AP Transaction Status As” preference).  This issue has been fixed.


NS-10427 Fixed incorrect Default Site error On new Grower Accounting Tickets

We fixed an issue whereby if users did not have a Default Site value set in the preference (on the Preferences page) but did have a Default Site value set on the Field record, when creating a new Ticket record that used the value “Use Default” for the Site, an error would display stating a default site could not be found. 

Inventory

NS-10139 Fixed Items List View ‘Purchases’ column not displaying any values

The Items List View Purchases column was not displaying the expected value from the corresponding Item record, now users will see the correct value if one exists on the record view, otherwise it will be blank.

Sales

NS-10423 Cleaned Up some old references to invalid columns

During the revamp and conversion of the Sales Functional Area work we updated some things on the Sales transaction record view by removing some columns in the grid and there were still a few places these were being referenced in the code, so we removed those references which will not affect users in any way.


NS-9656 Fixed a couple of issues with the Order History tables

There were some columns not available in the Sales Order Item history table that should be there to ensure data integrity, so we made sure these were added and populating the data as expected.


NS-9835 Fixed some issues with the Sales Items List View save

We fixed a couple of bugs where the allocated quantities of items and Shipments would be removed if the user updated Units or Weight values from the list view on Save.  We also cleaned up a couple of things in the background to make the Save more efficient and ensure the allocation quantities are working as expected.


NS-9890 Using Find Items / Find Items With Balances cleared Salesperson values

We fixed an issue if users created a sales transaction that should default Salesperson values and used the Find Items or Find Items with Balances pages to add items then created the transaction, the values would not be displayed on the Properties tab as expected. 


Technical Changes

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