Release Date: January 26, 2017

Improvements

All Modules

NS-1578 Added the Name of the Inquiry to the Page Header

Previously, when an inquiry was being run, the page header was blank. The inquiry name has now been added to the header to improve the usability of the Reports section.

Inventory

NS-1643 Updated Inventory and Sales Order Transaction Date Validation

With this improvement, Inventory and Sales Order transaction dates are validated based on the Fiscal Period’s Inventory or Sales series. The dates are validated based on the following criteria:

“Transaction Date” on Adjustment and Receipt records must be a date within a fiscal period that is open to Inventory.
“Transferred On” date on Transfer records must be a date within a fiscal period that is open to Inventory.
“Deliver On” date on Transfer Receipt must be a date within a fiscal period that is open to Inventory.
“Invoiced” date on Sales Order Shipment must be a date within a fiscal period that is open to Sales.

Sales Programs

NS-1641 Updated Sales Program Settlements List Views

This change includes a few minor design changes for the Sales Program Settlements list view to improve the usability of the recently re-build view:

Data columns are now aligned.
Data is now displayed with 2 decimals instead of 5.
Total amounts are now displayed in the footer.
Hyperlinks have been added to the transaction IDs, which allows users to open transactions from the Process Settlements view.

Sales Order

NS-1652 Removed the Sales Order Invoicing Preferences

This change removed the “Do Sales Orders Become Invoices in NorthScope” option from Sales Order preferences.

Commodity Procurement

NS-1447 Improved Commodity Procurement Ticket Creation Process

This item includes two improvements:

Price List items are now displayed by default when new commodity procurement tickets are created and the ticket is saved the first time.
The Total Tare field on the Home tab is editable when the ticket is being created, but if a user uses the Tare tab to enter tare values, the total tare field becomes disabled on the Home tab, though the Total Tare is updated accordingly.

NS-1639 Changed Document Prefix Not to Be Required for Transaction Class Records

Previously, document prefix was a required field when new Sales Order Transaction Class Record were created. This has now been changed and the field is not required. A user can create a new Transaction Class record without entering the document prefix.

NS-1648 Updated Salesperson Filtering Criteria on Sales Order Record View

Previously, Salesperson – Outside Sales and Salesperson – Inside Sales menu were displaying both Salesperson types. This improvement filters the Salesperson type in the menu:

If a salesperson is set up as an Outside Sales type in the Salesperson master file, the person will show up only in the Salesperson – Outside Sales menu.
If a salesperson is set up as an Inside Sales type in the Salesperson master file, the person will show up only in the Salesperson – Inside Sales menu.

Bug Fixes

Inventory

NS-1616 Fixed Two Part Transfer Issue

Due to a bug, the item quantity was not being updated correctly when a new item was added to a two-part transfer after the first item had been allocated and the record had been saved. The In-transfer quantity of the first item wasn’t being updated and it was causing issues with the Transfer Receipt record. This has now been fixed and items can be added/removed to an Inventory Transfer Transaction without issues.

NS-1644 Added Created Since Inquiry Criteria Back to Production Batch List View

The “Created Since” date inquiry criteria was unintentionally removed from Production Batches List View Inquiry Criteria. It has now been re-added and Production Batches can be searched by the creation date.

Sales order

NS-1635 Fixed Non-Inventory Items to Be Auto-Allocated

Inventory items that are not inventory tracked should be auto-allocated. Due to a bug this was not happening and it was causing issues with order processing. The bug is no fixed and allocated amounts are automatically entered when ordered quantity is entered and the sales order is saved the first time.

NS-1461 Fixed Price List Mass Update Feature

Due to a bug, the Price List mass update feature was not working properly. When a user tried to mass update all Price Lists without filtering, an error was displayed and the update failed. This was happening for all update methods. The bug has been fixed now and the mass update feature is working as expected.