NorthScope 2022 Q3 In Review
2022 Third Quarter New Features & Improvements
Company
List View Improvements
Address Updates
We updated the Addresses List View so that you can enter a text value in the Country column when in Edit mode or when adding a new address record.
Fisherman Accounting
List View & Inquiry Improvements
Fish Ticket Lines List View and the Fish Ticket History, Fish Ticket Item History Inquiries Updates
We renamed the ‘Site Processed ID’ column to ‘Site Processed’ because the value displays the Site Name not the ID value – go figure!
Report Improvements
Fisherman Statement Updates
We added a Default Fisherman Statement preference so you can select which version of the statement will open from the ‘View’ hyperlink on the Fisherman Balances List View, allowing you to default to a custom version of the report if applicable.
Grower Accounting
List View & Inquiry Improvements
Tickets and Ticket Lines List Views and Ticket History, Ticket Line History Inquiries Updates
To be more consistent and improve usability, we renamed some columns, updated some filters, and added some new columns to the Tickets and Ticket Lines List Views as well as the Ticket History and Ticket Line History Inquiries.
Functional Area Improvements
Beta Release Updates
After doing some spring cleaning in the summer to the Grower Accounting functional area, we revamped the list views for Tickets and Ticket Lines, added new preferences for Accrual and Charge rate decimals, updated the Ticket record view to allow you to enter the sample percent which will calculate the weight instead of forcing you to enter it, and made a bunch of other formatting and layout updates and there’s still more to come!
Inventory
Transaction Improvements
Transaction Class Updates
We added some new freight-related properties on the Transfer Transaction Class Record View for setting defaults on Shipments and Freight Purchase Orders. We also cleaned up some properties for all class records and updated the Transaction Class List View for consistency and clarity.
Purchasing
Transaction Improvements
Transaction Class Updates
We added a record view for Purchasing Transaction Class and then updated the Transaction Class List View to be more consistent with the others in the system.
Purchase Order Updates
NorthScope already supports recording Freight as part of Sales Transactions and Inventory Transfers, however there wasn’t a way to generate purchase orders to pay freight vendors after these transactions with freight were posted. Well, fear no more because now there is! Purchase Orders can now be automatically generated for delivered freight for posted sales transactions and inventory transfers if you so choose.
Sales
Transaction Improvements
Transaction Class Updates
Similar to the Inventory Transaction Class updates for freight properties, we updated the Sales Transaction Class records for Orders and Returns to include the new properties and cleaned up a few others while we were at it.
Shipment Updates
We updated the Shipment Record View to add columns that allow you to record and calculate Handling (Lumper) fees, we included some new calculated fields, and we updated a few existing columns to improve your experience of recording shipment information.
Find Items Updates
We added the Item attributes to the Find Items and Find Items With Balances Pages to make the pages more helpful for you.
Allocation Updates
Allocations are important. Even more important are speedy and easy allocations. That’s why we revamped the allocations page to be faster and better than ever – it’s more responsive and the experience is more fluid. We also added an Order Summary tab so you can see your items, ordered quantities, and allocated quantities of all items, not just the one you are working with. Overall, it’s simpler and more useful for you and we have cleaned up many things under the hood.
Setup Improvements
Address Updates
We had already allowed you to specify multiple Remit To addresses in the Company setup but now you can choose which Remit To address to use on sales reports for specific customers and transactions.
List View Improvements
Customer Addresses Updates
We added a new column to the Customer Address list view to display Payment Terms.
Report Improvements
Sales Order Updates
We added the ability for Customer and Customer Address notes to copy to new Sales Orders, we updated the Contact Types on these records and enabled auto emailing of reports to Warehouses and Carriers. For more information on how to configure contact types for report distribution, please see this FAQ guide.
Sales Programs
Functional Area Improvements
Beta Release Updates
As with the Grower Accounting functional area, we reviewed with a magnifying glass all things Sales Programs and revamped pages, re-ordered columns, added and removed columns, and programmed as much as we could to make Sales Programs as easy to use as possible.
System
Cloud Improvements
Azure Updates
As we continue to move forward and add more offerings, we need to keep up with the times… err clouds rather. We have improved our compatibility with Azure Web App Hosting.
***For all Release Notes from Q3, please visit our Online Help***