Release Date: September 23, 2016

New Features

Company

NS-1296: Created the Attribute Classes list view

The Attribute Classes list view was created to give users the ability to create Item, Lot, Customer, Customer Address, and Vendor Attribute Classes. This new list view allows the user to create unique attribute classes by Attribute Type and Attribute Class combination. Once the new Attribute Class is saved with both values, it is automatically assigned its corresponding Attribute Type’s Attributes as not required, which can be managed in the Company>Attributes page.

Financial

NS-1298: Created GL Accounts in NorthScope

The GL Accounts master file was created for users to create and edit GL accounts within NorthScope. In order to complete this work, the following items were completed:

• NS-1311: Completed the GL Accounts Master File database work

In order to create the new list view to store GL accounts in NorthScope, a new page was created in the database for it and new options were created for the Control Account Type to be selected when creating new GL accounts. These options include: AP-Broker Balances, AP-Commission Balances, AP-Fisherman Balances, AP-Grower Balances, AP-Vendor Balances, AR-Customer Balances, AR-Employee Balances, AR-Loan/Notes Balances, Checkbook, Retained Earnings, and Sales.

• NS-1312: Added the new Accounts List View

The Accounts list view was created in the Financial module to give the users the ability to create, edit, and view GL accounts from within NorthScope. This list view includes the following columns: Posting Type, Account, Account Description, Control Account Type, Account Class, Typical Balance, Inactive, Use in GL, Use in IM, Use in AP, Use in SP, and Use in SO.

• NS-1313: Completed the integrations for GL Accounts

Once the list view was created for the GL accounts, the integration of GL accounts between NorthScope and the host system was configured. The Posting Type, Account, Account Description, Account Class, Typical Balance, Inactive, and Use in GL fields all integrate back and forth between NorthScope and the host system. Alternatively, the Use in IM, Use in AP, Use in SP, and Use in SO fields integrate as Yes from the host system to NorthScope on the creation of the account in the host system and then do not integrate any other updates to NorthScope. 

NS-1317: Created Fiscal Periods and Years in NorthScope

The Fiscal Periods list view and Fiscal Year record view were created for users to have the ability to create and manage fiscal periods and years in NorthScope instead of relying on the host system. In order to complete this work, the following items were completed:

• NS-1318: Completed the Fiscal Period and Fiscal Year database work

In order to create the new list view to store Fiscal Periods and the record view to create and manage Fiscal Years, a new page was created for each in the database and the table that stores this information was updated.

• NS-1319: Created the Fiscal Periods list view and the Fiscal Year record view

The Fiscal Periods list view was created to give users the ability to view Fiscal Periods with their corresponding information regarding the fiscal year, the start date, the end date, the number of periods, and whether or not the year is open. In addition, the Fiscal Year record view was created for the user to be able to create and manage each fiscal year’s information regarding the year, the number of periods, the start date and end date, as well as each period’s name, start date, and whether or not the period is open or closed for each module.

• NS-1320: Completed the Fiscal Period and Fiscal Year integration work

The integration of Fiscal Periods and Fiscal Years between NorthScope and the host system was created so that all values integrate both ways but whether or not the year is historical and whether or not each period is open or closed for Projects must be handled in the host system.

Inventory

NS-981: Created the Inventory lot picker

The inventory lot picker was created so that users can select specific inventory lots to transfer inventory from. This lot picker will display all lots that exist for the item(s) on the transaction at the transfer’s From Site, allowing the user to allocate from existing lots. The lot picker exists on the Inventory Transfer transaction and can be opened via the Alloc. Details grid toolbar icon.

NS-1172: Created a preference for indicating if lots are tracked in the host system

To support un-coupling NorthScope from host system inventory modules, the ‘Use the Host System's lot tracking capability’ preference was created. When this preference is set to Yes, all integrations work as normal. However, when the preference is set to No, the following integration standards are applied:

• When items are imported to NorthScope, their item tracked option is defaulted from their corresponding Item Class in NorthScope.
• Items get sent to the host system as Item Tracked only.
• When inventory transactions are sent to the host system, none of the lot data is sent.
• When sales transactions are sent to the host system, none of the lot data is sent.
• When item classes are imported to NorthScope, their tracking option is defaulted to be item tracked.
• Item Classes get sent to the host system as Item tracked only.

NS-1250: Created a process to automatically create Item-Level lot records

A process was created to automatically create Item-Level lots for every item and site combination so that these item-level lots can be used as place holders for some lot-based transactions and also as lots eligible for allocation for non-lot-tracked items. These lots are created with no production lot or warehouse lot values and 0 unit and weight values with the item’s default UOMs.

NS-1262: Created a function that returns all conversion data for a give Item

A new function was created that exists behind the scenes to improve reliability and performance regarding Item unit of measure conversions in the Inventory module.

NS-1263: Updated all Inventory transactions to use the new Item Conversion Data function

All inventory transactions were updated to use the function created per NS-1262.

Purchasing

NS-1186: Created the Ticket Purchases by GL Account Report

The Ticket Purchases by GL Account report was created in order to provide a report for auditing ticket purchases according to GL account. This report shows the purchase data for all ticket items on new and adjusted tickets grouped by GL account and then by the selection criteria grouping(s).

NS-1214: Created the Ticket Adjustments by GL Account Report

The Ticket Adjustments by GL Account report was created in order to provide a report for auditing ticket adjustments according to GL account. This report shows the previous balances and net changes on adjusted tickets grouped by GL account.

NS-1295: Created the Vendor Class List View and Record View

The Vendor Class list view and record view were created to allow users to create, view, and edit Vendor Classes from within NorthScope. The Vendor Class record view includes the following fields:

• Class ID
• Description
• Checkbook
• Currency
• Discount Grace Period
• Due Date Grace Period
• Payment Priority
• Payment Terms
• Tax Class
• Tax Type
• Inactive

In addition, the Vendor Class record view includes an Accounts tab with all Vendor Accounts. All of these fields other than Inactive integrate to and from the host system. Also, all of these fields other than Class ID, Description, and Inactive can be rolled down the Vendors belonging to the Vendor Class.

Sales Order

NS-1135: Created a preference for non-lot tracked items to have their allocated quantities automatically updated from their ordered quantities on save of a Sales Order transactions

The Sales Order preference “For non-lot tracked items, auto update allocated quantities from ordered quantities on save” was created so that the allocated quantities of non-lot tracked items on Sales Order transactions can be set to automatically update to the ordered quantity of the item on save. This occurs when the preference is set to ‘Yes’. When the preference is set to ‘No’, the allocated quantities of non-lot tracked items must be manually updated.

Improvements

Framework

NS-1321: Removed the Cancel toolbar button from Edit mode

Previously, the Cancel toolbar button would display even when a page was in read-only mode. Because the button would not do anything while in read-only mode, it was removed so that it only displays when a page is in edit mode.

NS-1335: Replaced old icons with newer versions

In efforts to remain and consistent across NorthScope and in preparation from improved framework changes, all old icons were replaced with new standardized ones.

Inventory

NS-1216: Updated the integration of inventory balances for companies that track inventory in the host system

Because companies that use the host system to track inventory require a custom view to determine inventory balances, this view was used to update the logic of the function that calculates inventory balances. With this update, inventory that is tracked in the host system will now be integrated to all inventory pages in NorthScope seamlessly.

NS-1268: Updated the convert on the fly feature for UOMs to abide by the new conversion rules

The process for automatically converting UOM quantities when edits are made to a UOM or UOM quantity for an item on a transaction was improved so that inventory balances are accurately affected and calculated. These updates include the following:

• All transactions will display quantities to 5 decimal places but will round to the item’s quantity decimals based on the item’s UOM Schedule. For example, if the item is set to round to 4 decimals the quantity will have 1 trailing zero in the quantity field.
• Only update the units or weight quantity when the item’s Manage Items By option is set to ‘Units and Weight’
• For Fixed Weight items:
  • Always make sure the Units to Weight conversion is right.
    • If a user updates the weight and the Unit to Weight conversion doesn't work, round to the nearest decimal digits setup on the item for units and then convert to weight.
• If the Unit UOM is changed then the weight amount is updated
• If the Weight UOM is changed then the weight amount is updated
• For Variable Weight items:
  • Weight will always get the priority. On first attempt of entering weight round to the nearest whole number for units and then convert to weight.
    • After the initial weight to unit conversion don't attempt any more conversions.
• If the Unit UOM is changed the Unit amount is updated based on the weight
• If the Weight UOM is changed, convert from the previous UOM to the new UOM for weight and then convert to the unit UOM selected.

NS-1280: Reworded the column headers on the Balance Transfer record view

The column headers on the Balance Transfer record view were reworded for clarity. Previously, the transfer entity columns on the Balance Transfer transaction were labeled ‘Transfer Balance From’ and ‘Transfer Balance To’. Now, these columns read ‘Transfer Balance From – Debit’ and ‘Transfer Balance To – Credit’ so that it is clear what will happen to that entity’s balance.

NS-1294: Updated the Item Class list view and record view

The Item Class record view was updated to be independent of the host system and to improve functionality and ease of use. These updates include the following:

• Implemented groupings on the Item Class record view’s Properties tab to better organize the setup components
• Added the ability to create new Item Classes in NorthScope
• Added the following fields:
  • Class ID
  • Description
  • Attribute Class
  • Inactive
  • Taxable for Sales
  • Changed the following fields:
    • Changed the Tracked field to be Item Tracked with the options of Yes or No, which cannot roll down to items
    • Changed the Is Visible to WMS field to read Visible to WMS
    • Removed integration of all fields other than Class ID and Description from NorthScope to the host system

Purchasing

NS-763: Corrected the Fisherman Statement to not hide ticket detail rows

Previously, a bug existed that caused the Fisherman Statement report to hide ticket detail rows when there was only one item on the ticket. This bus was removed so that these detail rows are no longer hidden.

NS-1130: Updated the logic for how duplicate ticket numbers are determined

Previously, when a user tried to manually enter a delivery ticket with a ticker number that had been previously used, the user would receive an error message indicating the duplicate ticket number and preventing the user from continuing. This logic was improved so that ticket numbers can be reused so long as the max version number of the previous ticket with the duplicate ticket number has a status of Void.

NS-1219: Updated how the Fisherman Statement handles ticket adjustments

The Fisherman Statement was updated to show adjustments and the delta change between ticket versions. This update also included filtering by the ticket’s GL Date instead of the Ticket Date.

NS-1232: Updated the Fisherman Ranking Report to sort alphabetically by fisherman name after the primary sort

The Fisherman Ranking Report was updated so that after the primary sort, the fisherman will be sorted alphabetically by name. Therefore, if the user selects pounds as the primary sort, the fisherman will sort first by number of pounds and then alphabetically.

NS-1282: Fixed the Process Checks window to open full screen while still allowing the user to print

Previously, a bug existed due to the Process Checks window not opening full screen. Because the window did not open full screen, different screen resolutions would experience the issue of not being able to print. This bug was fixed so the Process Check window opens full screen and printing works.

Sales Order

NS-1121: Updated the Lot Picker record view

The Sales Order lot picker was updated to improve its functionality and ease of use. These updates include the following:

• Grouped the grid by item
• Corrected the display of each item’s Available balance
• Allowed the user to open the lot picker without having to select an item first
  • This will open the lot picker for all transaction items
  • Corrected the formatting of the header quantities to be consistent
  • Corrected the formatting of the grid quantities to be consistent
  • Corrected the changing of the Show In UOM value to update the UOMs and quantities for all balances, including the header and allocated balances

NS-1173: Updated the lot picker allocation procedure

Multiple updates were made to the procedure for allocation purposes from the lot picker record view in the Sales Order module. These updates included the following:

• Updated the Lot Code to only string together the Production Lot ID and Code if the values were different.
• Updated all quantity fields to display zero when null.
• Updated the On Hand and Available units to use the correct conversion values.
• Removed the restriction that only returned lot records with an available balance greater than zero in order to support pre-allocation of inventory before it is produced.

NS-1246: Updated the Sales Order Carriers list view to the new framework

The pre-existing Sales Order Carriers list view was updated to the new framework to improve its display quality, functionality, and efficiency.

NS-1247: Updated the Sales Order Hold Codes list view to the new framework

The pre-existing Sales Order Hold Codes list view was updated to the new framework to improve its display quality, functionality, and efficiency.

NS-1248: Updated the Sales Order Salesperson list view to the new framework

The pre-existing Sales Order Salesperson list view was updated to the new framework to improve its display quality, functionality, and efficiency.

NS-1252: Updated the Sales Order Transaction Class list view to the new framework

The pre-existing Sales Order Transaction Class list view was updated to the new framework to improve its display quality, functionality, and efficiency.

NS-1253: Updated the Sales Order Transaction Class record view to the new framework

The pre-existing Sales Order Transaction Class record view was updated to the new framework to improve its display quality, functionality, and efficiency.

NS-1264: Rewrote the Sales Order – Select Customer page

The Sales Order – Select Customer page was rewritten for improved functionality, efficiency, and ease of use. Updates included in the rewrite are as follows:

• Separated the grid from the header
• Renamed the Catalog Items button ‘Go to Catalog’ and moved it to the header
• Added fields for Order Date and Deliver On date, which use a calendar date picker
• Changed the Ship by date to use a calendar date picker
• Added a new Sales Order preference that identifies whether or not a ship by date is required so that it is enforced on this page

NS-1267: Replaced the old Shipment Details page with the Export Details page

The Export Details page replaced the Shipment Details page, which can be accessed via the Sales Order Shipments tab, in order to provide additional data storage for internal shipping. This new page can now store data pertaining to port information, containers, seals, and more.

NS-1279: Updated the Sales Order Price List Mass Update

The Sales Order Price List Mass Update was updated with cosmetic changes and functionality improvements. The newly updated price list mass update allows you to mass update any non-linked items and allows you to assign a start and end date for the updated price.

NS-1284: Updated the Customer Class Record View

The Customer Class record view was updated with new fields and improved functionality. These updates include an added field for the Inactive property, which will default to No and will not integrate to the host system nor will it be available for roll down, as well as an updated integration that pulls all corresponding field values from the host system and pushes the integration of all Customer’s affected by a Customer Class’s value being rolled down.

NS-1316: Added a field to assign an Attribute Class to the Customer Address record view

Previously, there was not a field to assign an Attribute Class to the Customer Address record view, instead Attribute Classes were assigned to the Customer Address based on the Attribute Class assigned to the corresponding Customer. Because users are now able to create Customer Address Attribute Classes from within NorthScope per NS-1296, the Attribute Class field was added to the Customer Address record view so that users can specifically choose the Attribute Class to assign to the Customer Address.

Bug Fixes

Financial

NS-265: Fixed the Journal Entry record view Status drop-down menu

Previously, a bug existed that caused the ‘Temp’ status for journal entries to display in the Status drop-down menu on the Journal Entry record view. This status exists for functionality purposes so that journal entries on unposted transactions and on transactions that don’t send journal entries to the host system can be saved in the database and displayed in the Journal Details window. This bug was fixed so that the Temp status no longer displays in the Status drop-down menu, preventing users from accidentally saving a manual journal entry in a status of Temp.

Integration

NS-1269: Updated the Update Check Status stored procedure to handle null transaction IDs

Previously, a bug existed that caused the void process to fail for checks when a null check number existed in the table. The stored procedure that checks for voids was updated to handle this issue so that now, regardless of what exists in the table regarding checks and their corresponding check numbers, the void process will not be blocked by bad data.

Inventory

NS-1220: Corrected the Item record view issue when outbound integration was set to None

Previously, a bug existed when the Item outbound integration was set to None that caused a blank New Item record view to open each time an item was saved. This bug was fixed so that when an item is saved, regardless of the outbound integration setup, the item’s record view with refresh without opening a New Item record view.

NS-1237: Corrected the calculation of balances on the Lots list view

Previously, a bug existed that caused the Lots list view to potentially display the incorrect On Hand balances. This bug was fixed so that the correct balances display by pointing at the inventory balances table.

NS-1259: Added a validation that Variable Weight items must require whole units

Previously, there was no validation requiring Variable Weight items to require whole units, which caused an issue with item UOM conversions. This issue was fixed by requiring variable weight items also require whole units.

NS-1309: Corrected the display and sort of Item text User-Defined Attribute values in list views

Previously, a bug existed that caused Item User-Defined Attribute values that were text to not display in any list views nor would the column reserve for displaying values of this kind sort. This bug was fixed so that text user-defined attribute values for items will display and sort in list views.

NS-1315: Corrected UOM Schedule outbound integration

Previously, a bug existed that prevented UOM Schedules to update the host system via outbound integration when the Quantity Decimals value was changed and when conversion values changed due to updated quantity decimals that caused conversions to round. These bugs were fixed so that each time the Quantity Decimals is changed or a UOM Schedule conversion is changed, the changes integrate to the host system as expected.

Purchasing

NS-628: Corrected the requirement for Season on Delivery Tickets

Previously, a bug existed that prevented users from saving a delivery ticket if no season was selected and a default season was not selected in the Purchasing preferences. This bug was corrected so that a season selection is not required to save a delivery ticket.

NS-1223: Corrected the posting process for Fisherman Account changes on corrected Delivery Tickets

Previously, a bug existed that caused the previous Fisherman Account to not be credited for a ticket correction on which it was removed as the Fisherman Account. In addition, only the difference between the original and corrected tickets was being applied to the new Fisherman Account. This bug was fixed so that when a ticket is corrected and the Fisherman Account changes, a voided ticket is created for the original ticket, which will credit the previous Fisherman Account, and then a new corrected version of the original ticket is created, which will apply the total of the ticket to the new Fisherman Account.

NS-1255: Removed the AP Transaction Detail inquiry

The AP Transaction Detail inquiry was removed in favor of individual inquiries that display the same data per transaction type as opposed to a combined inquiry.

NS-1272: Resolved the error message from the Cash Receipt record view when the Print button is clicked

Previously, a bug existed that caused a security error message to display when the Print button was clicked from the Cash Receipt record view, regardless of the user’s security. This bug was fixed so that this error message will not display unless the user does not have security to the print window.

NS-1274: Corrected the FIFO settlement process to ignore transactions that are applied on open Cash Receipts

Previously, a bug existed in the process of applying settlement checks that caused transactions applied on open Cash Receipts to be settled via the settlement check, resulting in the transaction being over applied when its corresponding cash receipt was posted. This bug was fixed so that transactions applied on open Cash Receipts are ignored in the process of applying settlement checks so that the transaction is not over applied.

NS-1299: Corrected the population of the Date of Landing on landing headers imported from eLandings

Previously, a bug existed that caused the date of landing to be imported as the wrong date due to the date offset value included in the process that parses the landing header. This bug was fixed so that the date of landing imports correctly.

NS-1337: Corrected the effect open Fisherman Sales with payments have on fishermen’s Settlement Balance

Previously, a bug existed that cause unposted Fisherman Sales with payments applied to show up as the full amount being owed by the corresponding fisherman in the fisherman’s settlement balance instead of accounting for the payment(s). This bug was fixed so that open Fisherman Sales with payments applied affect the fisherman’s settlement balance only for the amount still owed.

Sales Order

NS-947: Fixed the Address record view Favorites tab to allow new favorites to be added

Previously, a bug existed that caused an error to display when the user tried to add new favorites to the Customer Address record view after favorites already existed. This bug was fixed so that new favorites can always be added.

NS-1038: Fixed the process of saving Customer Record View Notes

Previously, a bug existed that caused the save process of Customer Record View Notes to attempt to save the note as a Vendor Note, which was causing an error in saving. This process has been corrected so that Customer Record View Notes will save without error.

NS-1063: Fixed the Allocate Details grid toolbar icon to open the lot picker without error from within Allocate View

Previously, a bug existed that caused an error message to display when the user tried to open the lot picker from within Allocate View on a Sales Order transaction by clicking the Alloc. Details grid toolbar icon. This bug was fixed so that when the user clicks the Alloc. Details grid toolbar icon from within Allocate View, the lot picker will open correctly without error and will display the appropriate data.

NS-1175: Corrected the allocation of unit only and weight only items on Sales Order transactions

Previously, a bug existed that caused allocations of unit only or weight only managed items to not save on Sales Order transactions. This bug was fixed so that allocations of unit only and weight only managed items that are lot tracked will save successfully.

NS-1260: Corrected the assignment of Attribute Classes for employees loaded into NorthScope from the host system

Previously, a bug existed that caused the Attribute Class for an employee integrated to NorthScope from the host system to be assigned its Attribute Class based on the preference value for the Default Employee Customer Class in the System module. This was an issue because the Customer Class and Attribute Class may not be the same. This bug was fixed so that instead, employees loaded from the host system to NorthScope are only assigned their Customer Class based on the preference and not an Attribute Class.

NS-1277: Corrected the procedure that updates Customers’ and Customer Addresses’ Attribute Classes

Previously, a bug existed that caused Customer Attribute Classes to be assigned to Customer Addresses and Customer Address Attribute Classes to be assigned to Customers. This bug was fixed so that each entity type is correctly assigned its corresponding Attribute Class.  

NS-1283: Corrected the loading of customer addresses that are created in the host sytem as both the default Bill To and the default Ship To address

Previously, a bug existed that caused customer addresses set to be the default billing and shipping address in the host system to be set to an Address Type of Billing instead of Both when the address was loaded into NorthScope. This bug was fixed so that when a customer address is set to be both the default billing and shipping address in the host system, it will be set to an Address Type of Both when loaded into NorthScope.

NS-1286: Corrected the process of saving Waybill and Tracking Number field values on the Sales Order Shipments tab

Previously, a bug existed that caused any values entered in the Waybill or Tracking Number fields on the Shipments tab of a Sales Order transaction to be cleared on Save. This bug was fixed so that the values entered in these fields will save as expected.

NS-1314: Corrected the display of Customer and Customer Address list value User-Defined Attribute values in list views

Previously, a bug existed that caused User-Defined Attribute values selected from a list for Customers or Customer Addresses to display their SK value in the list view instead of their textual value. This bug was fixed so that User-Defined Attribute values of this kind display properly in the list views.