NorthScope 2018.11.02

Owned by Emma Greenwood
Last updated: Nov 06, 2018 by Kati Huttunen (Unlicensed)
5 min read

(Software Version: 2018.11.02 Database Version: 2018.11.02)

Release Date: November 02, 2018


Improvements 

Financial

NS-3745 Updated the Journal Entries and Journal Lines List Views and the Journal Entries and Journal Lines Inquiries to correctly sort by Journal ID

The Journal ID field in these four list views/inquiries was being treated as a text field rather than a numeric field. As a result, Journal ID 1000 would sort before Journal ID 800. Each of these list views and inquiries has been updated so the Journal ID will sort correctly.

Inventory

NS-3694 Updated “Negative Available Balances” Property

On a previous release, the Sales Order preferences “Stop over allocating for lot tracked items based on” and “Stop over allocating for non-lot tracked items based on” were updated to allow users to choose how sales order allocations drawing negative inventory are evaluated.  These preferences, when set to “Available Only” or “Available and On Hand”, did not consider the Inventory property “Negative Available Balances” and when set to “Allowed” users were not able to draw lots negative when creating Inventory transactions.  The Inventory transaction property has been updated to override the Sales Order preferences so that users will be able to draw lots negative when the property is set to “Allowed”. When the property is set to “Not Allowed” then a message is displayed to notify the user that lots would be drawn negative. 

Note:  Users will be able to allow negative quantities by changing the “Negative Available Balances” property per transaction, therefore if the Sales Order preferences are set to “Available Only” or “Available and On Hand” and orders have been allocated prior to a user updating the Inventory transaction property, it is possible to draw the lots negative.

Purchasing

Feature Spotlight! NS-3688 Re-designed the AP Build Check Batch screen to improve performance and include Credit Memos and open Manual Checks in the selection

When users were building AP Check Batches, they were limited to only pulling in a maximum of 250 Invoices per batch and the page was very slow. Additionally, invoices were rolled up under the Vendor Name, rather than Vendor ID, so if you had the same name across more than one Vendor you could not identify which Vendor was being paid

This page has been rewritten to fix the speed issue and users will see the following changes:

  • A new required field was added to the selection criteria called “Include Transactions” for users to specify which ‘Transactions Types’ they want included in the check batch.
    • Invoices Only – this is the way the page previously functioned
    • Invoices & Credit Memos – previously, Credit Memos could only be applied manually
    • Invoices & Checks – previously, Manual Checks could only be applied manually
    • Invoices, Credit Memos, and Checks – Allows users to include all.
  • The Vendor selection has been changed from a look up to a free text search
  • Building a batch or appending to an existing batch is much faster.
  • As part of the speed improvements, the detail transactions no longer open in edit mode. To edit check amounts or discount amounts the user must select the transaction and click edit.
  • The details grid now groups and shows totals by Vendor ID (rather than by Vendor Name) and displays as Vendor Name (VendorID)
  • An “Include Transactions” icon has been added to allow users the ability to mass select transactions to the Check Batch.
  • A “Remove Transactions” icon has been added to allow users the ability to mass remove transactions to the Check Batch.
  • Credit Memos and Checks that are included in the batch display in red text

Two new edit reports have been added

  • Check Edit Detail – a report that shows all the transactions, by Vendor, that are currently included in the check batch and identifies both the number of checks that are included and the total dollar amount of the check batch.
  • Check Edit – a report that shows each check that is currently included in the batch as well as the total dollar amount of the check batch

If Credit Memos and/or Manual Checks are included with any Vendor that result in a combined total that is less than or equal to 0.00, those Vendors are removed from the batch and users must manually complete the application for the vendor using the Apply Documents screen.   

Note: This change impacts the system view of the Check Batch screen and any previously saved custom views must be removed and recreated.


NS-3664 Moved “Days back that applications can be unapplied” Preference

Because this preference is used in both Purchasing and Sales, it was moved from the Purchasing module to the Company module. The functionality of this preference remains the same.

Sales Order

Feature Spotlight! NS-3664 Added Sales Invoices to Customer Balances

The ability to maintain Customer Balances for Sales Orders, Sales Returns and Price Adjustments was added to NorthScope. Users can apply Cash Receipts, negative Price Adjustments, Returns and negative Sales Invoices to Sales Invoices and positive Price Adjustments.

A new “View Applications” option was added within the “More Actions” icon on the Sales Order record view header toolbar to allow users to view and unapply Cash Receipts, negative Price Adjustments, Returns and negative Sales Invoices. 

The Customer History Inquiry was updated to include Sales Invoices, Price Adjustments and Returns, however users will not be able to void Sales Order transactions.

Note: The “Days back that applications can be unapplied” preference from the Purchasing and Sales Order modules has been consolidated into the Company module.

Note: The “Terms Discount Taken Amount” in the Apply Document record view is disabled for any Sales Order transaction.  

Note: To move this functionality from GP, contact NLP Support. 

Bug Fixes

Company

NS-3689 Fixed Master File Attribute Duplication Issues  

In some cases users were able to add the same attribute multiple times. All attribute tables have been updated to ensure that no duplicate attributes can be added.    

Note: As part of this upgrade a script will be run to identify duplicate attribute values. If any duplicate attribute values are found, the latest assigned value will be retained. This may increase the time required for this upgrade. 

Inventory

NS-3737 Fixed Production Batch Attribute duplication Issue 

In some cases Production Batch attributes were duplicated when users created multiple Production Batches via the File Import.  The code has been updated to prevent this. 

Sales Order

NS-3687 Fixed Default Certifications Clearing from the Sales Order Header

When the Sales Order preference “Assign all Certifications to new Orders” was set to “Yes” and a Sales Order with items that had certifications assigned was created, the certifications were cleared from the Sales Order header after saving the transaction.  The code has been updated to ensure the certifications are not cleared after saving the Sales Order. 

Technical Changes

Schema Changes

ALTER TABLE [dbo].[ERPx_APVendorAttributeAssignment] ADD CONSTRAINT [UK_ERPx_APVendorAttributeAssignment_VendorSK_AttributeSK] UNIQUE NONCLUSTERED  ([VendorSK], [AttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_ARCustomerAddressAttribute] ADD CONSTRAINT [UK_ERPx_ARCustomerAddressAttribute_CustomerAddressSK_AttributeSK] UNIQUE NONCLUSTERED  ([CustomerAddressSK], [AttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_ARSettlementTransaction] ADD [CurrencySK] [BIGINT] NULL

ALTER TABLE [dbo].[ERPx_ARSettlementTransaction] ADD CONSTRAINT [FK_ERPx_ARSettlementTransaction_ERPx_MFCurrency_CurrencySK] FOREIGN KEY ([CurrencySK]) REFERENCES [dbo].[ERPx_MFCurrency] ([CurrencySK])

ALTER TABLE [dbo].[ERPx_CPTicketAttributes] ADD CONSTRAINT [UK_ERPx_CPTicketAttributes_TicketHeaderSK_AttributeSK] UNIQUE NONCLUSTERED  ([TicketHeaderSK], [AttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_IMProductionLotAttributeAssignment] ADD CONSTRAINT [UK_ERPx_IMProductionLotAttributeAssignment_ProductionLotSK_LotAttributeSK] UNIQUE NONCLUSTERED  ([ProductionLotSK], [LotAttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_IMTransactionAttributes] ADD CONSTRAINT [UK_ERPx_IMTransactionAttributes_TransactionHeaderSK_AttributeSK] UNIQUE NONCLUSTERED  ([TransactionHeaderSK], [AttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_LMLoadAttributes] ADD CONSTRAINT [UK_ERPx_LMLoadAttributes_LoadHeaderSK_AttributeSK] UNIQUE NONCLUSTERED  ([LoadHeaderSK], [AttributeSK]) ON [PRIMARY]

ALTER TABLE [dbo].[ERPx_SOInvoiceHeader] ADD [ExtendedAmount] [NUMERIC] (18,5) NOT NULL DEFAULT(0.00)