Release Date: 2017, June 23

Improvements

Framework

NS-768 Added System Views

Some record and list views (e.g. Fisherman Sale RV, Sites LV, Projects LV) were missing system views from the grid layout menu. The system view option was added to all pages.

Company

NS-206 Updated File Import Error Message for ReceivedOnDate

Previously, when a transfer transaction import failed due to a missing ‘Received On’ date, the error message referred the date as ‘Deliver On’ date. Since the date has been changed from ‘Deliver On’ date to ‘Received On’ date on the transaction record, the error message was updated accordingly. Now, if the file import fails, because of a missing ‘Received On’ date the following error text is displayed: ‘Failed to import at 1.1: Received On date is required when Ship Via is selected’

Inventory

NS-2069 Updated the IM Adjustment Transaction to Ignore ‘Require Whole Units’

The UOM validation logic was updated for Inventory Adjustments Transactions to allow users to adjust balances that are not aligned with the item UOM schedule. The validation ignore the ‘Require Whole Units’ property allowing users to create adjustments with fractional units/weight.

Purchasing

NS-2105 Updated the Settlement Transaction Rollup to be More Efficient

Previously, users were experience latency in the system when AP Checks were being posted. The Settlement Transaction Rollup process was updated to increase the performance of the process.

Sales Order

NS-2070 Updated Sales Order Price Adjustments

The Sales Order Price Adjustment process has been updated. Users can now create price adjustments from the Sales Order Transactions List View by clicking ‘New’ and selecting ‘Price Adjustment’. This opens a ‘Find and Invoice’ page where users can search for invoices by their Invoice ID and also select the default reason code for the price adjustment. Once the invoice is found, users can enter the quantities for the price adjustment in the grid section of the page. The price adjustment transaction record is created when ‘Build Price Adjustment’ is clicked. The Price Adjustment quantities, prices and reason codes can be adjusted on the ‘Allocate Item’ page. The grid section of the transaction displays two lines for each adjusted item: one with the original price and one with the new price. The invoice ID auto populates when the record is created and once all data is entered, users can save the record as Approved / Ready to Post.

NS-2096 Updated the SO Preference Dealing with Price Adjustment Reason Codes and Notes

The Price Adjustment preferences were updated. The previous Price Adjustment preference ‘Allow Blank Return Reason Code or Note on Approval for Price Adjustment’ was replaced with the following preferences:

• ‘Require a Note for all Price Adjustment Lots’ (Yes/No)
  • Yes: A note is required for each lot assigned to the transaction before the transaction can be approved/posted.
  • No: Notes are not required.
  • The Notes can be added on the ‘Allocate Item ‘window.
• ‘Require a Reason Code for all Price Adjustment Lots’ (Yes/No)
  • Yes: A Reason Code is required for each lot assigned to the transaction before the transaction can be approved/posted.
  • No: Reason Codes are not required.
  • The Reason Codes can be added on the ‘Find an Invoice’ and ‘Allocate Item’ pages.

Bug Fixes

Purchasing

NS-2058 Fixed AP Check Voiding on Process Checks Window

Due to a bug, invoices couldn’t be found on the Build Check Batch page, if the invoices appeared on a previous check batch and the check had been voided on the Process Checks window. The issue is now fixed. If a check that has been applied towards an invoice is voided, the invoice can still be found on the Build Check Batch page.

NS-2092 Fixed Timeout Issue When Approving Vendor Checks from the Process Checks Page

Previously, approving large check batches was failing due to a time out issue. The issue is now fixed.

NS-2102 Fixed Tax/Premium Database Truncation Issue

Previously, a character limitation was causing issues with long Tax/Premium Program IDs. When the ID exceeded 20 characters, the tax and/or automatically assigned premium wasn’t assigned to the delivery ticket. The character limit was increased to fix the problem.

Sales Order

NS-2016 Fixed Sales Order Return Bugs

This work item includes the following Sales Order Return fixes:

• Fixed the ‘Clean Out’ checkbox to populate with the Remaining Units and Remaining Weight.
  • Previously there were two issues with this feature
    •  The Returned Weight was defaulting to the UOM Schedule weight instead of the Remaining Weight.
    • The Returned Units defaulted to 1 when the Returned Units were 0 and the Remaining Weight was > 0.
• Fixed error message when a new return transaction was created to replace a voided return transaction.
  • • Previously, an error message was displayed on the ‘Allocate Item’ window when a user had voided a return and then created a new return for the same invoice.
• Fixed to display the transaction ID when ‘Default Next Return Number From’ is set to ‘Source Invoice’
  • • Previously, the Transaction ID was not populating on the ‘Find an Invoice’ page when the Transaction Class property ‘Default Next Return Number From’ was set to ‘Source Invoice’.