Changes to Permissions in Summer 2023

The following changes have been introduced in the Summer 2023 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

Create Payable Invoices and Credit Notes from AP Vouchers and AP Voucher Credits
Create Sales Invoices and Credit Notes from OIM Invoices and Credit Invoices
View Summary Detail Purchase Contract Line Items

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.

Permission Set	Description	View changes
Certinia - OIM - Accounts Payable	Includes permission sets for job functions related to the accounts payable clerk role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Accounts_Payable Changes
Certinia - OIM - Accounts Receivable	Includes permission sets for job functions related to the accounts receivable clerk role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Accounts_Receivable Changes
Certinia - OIM - Pricing Manager	Includes permission sets for job functions related to the pricing manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Pricing_Manager Changes
Certinia - OIM - Procurement Clerk	Includes permission sets for job functions related to the procurement clerk role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Procurement_Clerk Changes
Certinia - OIM - Procurement Manager	Includes permission sets for job functions related to the procurement manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Procurement_Manager Changes
Certinia - OIM - Sales Manager	Includes permission sets for job functions related to the sales manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Sales_Manager Changes
Certinia - OIM - Sales Representative	Includes permission sets for job functions related to the sales representative role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Sales_Representative Changes
Certinia - OIM - Warehouse Manager	Includes permission sets for job functions related to the warehouse manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Warehouse_Manager Changes
Certinia - OIM - Warehouse Worker	Includes permission sets for job functions related to the warehouse worker role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	Warehouse_Worker Changes
OIM	Autogenerated 1st level OIM	SCM Changes
OIM - Check and Adjust Inventory	Includes permissions on inventory positions for these actions: Hold, Remove Hold, Move, Scrap, Miscellaneous Issue, Miscellaneous Receipt, Adjust Condition, Adjust Current Value, Adjust Cost, Adjust Ownership; and also to create and perform cycle counts.	Check_and_Adjust_Inventory Changes
OIM - Complete Production Orders	Includes the required permissions to pick parts for production orders and to complete them.	Complete_Production_Orders Changes
OIM - Help Pages	Access all Order and Inventory Management Help pages.	Help_Pages Changes
OIM - Initiate Acquisitions	Includes permissions on the objects, fields, tabs, classes, pages and custom permissions required to initiate an acquisition process.	Initiate_Acquisitions Changes
OIM - Initiate Customer Returns	Includes the required permissions to view, create, edit, clone and delete a customer return. Also to view, create, edit, clone and delete a customer return line and to add serial numbers to a customer return line.	Initiate_Customer_Returns Changes
OIM - Initiate Inventory Transfers	Includes permissions on the objects, fields, tabs, pages and custom permissions required to initiate and complete an inventory transfer.	Initiate_Inventory_Transfers Changes
OIM - Initiate Order Fulfillments	Includes permissions to view, create, edit, clone, delete and reverse allocate SOs and SO lines, to deep clone, revise, allocate, price, cancel, change the record type of and view documents attached to a SO, and to cancel, change and split SO lines.	Initiate_Order_Fulfillments Changes
OIM - Initiate Production Orders	Includes permissions to view, create, edit, clone, delete, allocate, and reverse allocate production orders and production order lines; also to cancel, test allocate, assign serial numbers to, and remove serial numbers from production orders.	Initiate_Production_Orders Changes
OIM - Manage AP Vouchers	Includes the required permissions to view, create, edit, clone, and delete AP vouchers, AP voucher lines, AP voucher credits, and AP voucher line credits. It also includes all the permissions in the Manage AP Vouchers custom permission.	Manage_AP_Vouchers Changes
OIM - Manage Accounts	Includes the required permissions on an existing account to view, create, edit, clone, and delete customer addresses; also to view, create, and edit standard orders; and to view, create, edit, and remove standard orders lines.	Manage_Accounts Changes
OIM - Manage Backorders	Includes the required permissions to view backorders and manually run the backorder process.	Manage_Backorders Changes
OIM - Manage Bills of Material	Includes the required permissions to view, create, edit, clone, and delete bills of material.	Manage_Bills_of_Material Changes
OIM - Manage Customer Quotations	Includes the required permissions to view, create, edit, clone, change the record type of and delete a customer quotation (CQ) and CQ lines and also to deep clone, price, print and send a CQ, and also print a CQ summary and view supplier pricing.	Manage_Customer_Quotations Changes
OIM - Manage Inventory Infrastructure	Includes the required permissions to view, create, edit, clone, and delete inventory control points, warehouses, and inventory locations.	Manage_Inventory_Infrastructure Changes
OIM - Manage Inventory Receipt Attachments	Includes the required permissions to view, create, edit, clone, and delete inventory attachments and inventory attachment details associated with inventory receptions.	Manage_Inventory_Receipt_Attachments Changes
OIM - Manage Inventory Transfers	Includes the required permissions to pick, pack, receive, and put away inventory transfers, as well as confirm their shipping.	Manage_Inventory_Transfers Changes
OIM - Manage Invoices	Includes permissions to view and edit invoices, invoice line items, credit invoices and credit invoice lines. It also includes permissions to create deposit invoices; to review, send, credit, and void invoices; and to print invoices and invoice summaries.	Manage_Invoices Changes
OIM - Manage Items	Includes the required permissions to view, create, edit, clone, and delete item masters, option types, item options, options and reorder criteria. It also includes permissions to launch the reorder process for an item master and to view item overviews.	Manage_Items Changes
OIM - Manage Payment Terms	Includes the required permissions to view, create, edit, clone, and delete purchase order payment terms.	Manage_Payment_Terms Changes
OIM - Manage Prices and Price Lists	Includes the required permissions to view, create, edit, clone, and delete prices and price lists.	Manage_Prices_and_Price_Lists Changes
OIM - Manage Purchase Contracts	Includes the required permissions to view, create, edit, clone and delete purchase contracts and purchase contract lines and also activate and cancel purchase contracts.	Manage_Purchase_Contracts Changes
OIM - Manage Rebate Claims	Includes the required permissions to submit, reject, reimburse, and export rebate claims.	Manage_Rebate_Claims Changes
OIM - Manage Rebates	Includes the required permissions to view, create, edit, clone, deep clone, delete and close a rebate. Also to view, create, edit, clone and delete a rebate line and to view, create, edit, clone and delete additional rebate terms.	Manage_Rebates Changes
OIM - Manage Requisitions	Includes the required permissions to view, create, edit, clone, delete, and cancel requisitions and requisition line items.	Manage_Requisitions Changes
OIM - Manage Returns to Vendor	Includes the required permissions to view, create, edit, clone, and delete returns to vendor (RTVs).	Manage_Returns_to_Vendor Changes
OIM - Manage Sales Responsibilities	Includes the required permissions to view, create, edit, clone, and delete sales responsibilities.	Manage_Sales_Responsibilities Changes
OIM - Manage Sourcing Requests	Includes permissions to view, create, edit, clone, and delete sourcing requests, sourcing request lines, and sourcing responses. It also includes permissions to source requirements, evaluate sourcing responses, create RFQs, and deliver all requests.	Manage_Sourcing_Requests Changes
OIM - Manage Suppliers	View, create, edit, clone and delete supplier sites, supplier contacts, prior contracts, supplier actions, supplier experiences, supplier crews, supplier special statuses, supplier references, supplier safeties, supplier services, supplier certifications.	Manage_Suppliers Changes
OIM - Process Acquisitions	Includes permissions to view receipts and to create, edit and delete purchase order receipts and their receipt lines. It also includes permissions to inspect and put away purchased items; and to pick, pack and ship items from service purchase order lines.	Process_Acquisitions Changes
OIM - Process Customer Returns	Includes permissions to view receipts; to create, edit, and delete customer return receipts; and to view, create, edit, and delete customer return receipt lines. It also includes permissions to inspect and put away returned items.	Process_Customer_Returns Changes
OIM - Process Sales Orders	Includes permissions to pick, pack and ship Sales Orders.	Process_Sales_Orders Changes
OIM - Read Access	Autogenerated 1st level OIM - Read Access	SCMReadAccess Changes
OIM - Use Business Analytics	View all objects and fields included in the Order and Inventory Management datasets available for Business Analytics.	SCMUseBusinessAnalyticsforSCM Changes
OIM - Use Business Analytics - Read Access	Autogenerated 2nd level OIM - Use Business Analytics - Read Access	SCMUseBusinessAnalyticsforSCMReadAccess Changes
OIM - View AP Vouchers	Includes the required permissions to view AP vouchers, AP voucher lines, AP voucher credits, and AP voucher line credits.	View_AP_Vouchers Changes
OIM - View Backorders	Includes the required permissions to view backorders.	View_Backorders Changes
OIM - View Bills of Material	Includes the required permissions to view bills of material.	View_Bills_of_Material Changes
OIM - View Customer Addresses and Standard Orders	Includes the required permissions to view customer addresses, standard order details, and standard order lines.	View_Customer_Addresses_and_Standard_Orders Changes
OIM - View Customer Returns	Includes the required permissions to view customer returns and customer return lines.	View_Customer_Returns Changes
OIM - View Inventory Receipt Attachments	Includes permissions to view inventory attachments and inventory attachment details.	View_Inventory_Receipt_Attachments Changes
OIM - View Invoices	Includes the required permissions to view invoices, invoice line items, credit invoices, and credit invoice lines.	View_Invoices Changes
OIM - View Items and Inventory	Includes the required permissions to view item masters, item options, options, option types, inventory positions, item overviews, and the available inventory for an item master.	View_Items_and_Inventory Changes
OIM - View Payment Terms	Includes the required permissions to view purchase order payment terms.	View_Payment_Terms Changes
OIM - View Prices and Price Lists	Includes permissions to view prices and price lists.	View_Prices_and_Price_Lists Changes
OIM - View Production Orders	Includes the required permissions to view production orders and production order lines.	View_Production_Orders Changes
OIM - View Purchase Order Receipts	Includes the required permissions to view purchase order receipts and purchase order receipt lines.	View_Purchase_Order_Receipts Changes
OIM - View Purchase Orders	Includes the required permissions to view purchase orders and purchase order line items.	View_Purchase_Orders Changes
OIM - View Requisitions	Includes the required permissions to view requisitions and requisition line items.	View_Requisitions Changes
OIM - View Sales Orders	Includes the required permissions to view sales orders and sales order line items.	View_Sales_Orders Changes
OIM - View Sourcing Requests	Includes the required permissions to view sourcing requests, sourcing request lines, supplier RFQs, and sourcing responses. It also includes permissions to source requirements and evaluate sourcing responses.	View_Sourcing_Requests Changes
OIM - View Suppliers	Includes permissions to view supplier sites, supplier contacts, supplier prior contracts, supplier experiences, supplier special statuses, supplier references, supplier services, supplier certifications, supplier actions, and supplier safeties and crews.	View_Suppliers Changes
OIM Super User	Autogenerated 1st level OIM Super User	SCM_Full_Use Changes
OIM Super User - All	Manage all Order and Inventory Management functionality and configuration. Intended for administrators or users with a similar role.	SCMSuperUserAll Changes
OIM Super User - All - Read Access	Autogenerated 2nd level OIM Super User - All - Read Access	SCMSuperUserAllReadAccess Changes
OIM Super User - Read Access	Autogenerated 1st level OIM Super User - Read Access	SCMSuperUserReadAccess Changes
Order Fulfillment	Autogenerated 1st level Order Fulfillment	OrderFulfillment Changes
Order Fulfillment - Quoting	Autogenerated 2nd level Order Fulfillment - Quoting	OrderFulfillmentQuoting Changes
Order Fulfillment - Quoting - Create	3rd level permission set in order to create a quote	OrderFulfillmentQuotingCreate Changes
Order Fulfillment - Quoting - Read Access	Autogenerated 2nd level Order Fulfillment - Quoting - Read Access	OrderFulfillmentQuotingReadAccess Changes
Order Fulfillment - Read Access	Autogenerated 1st level Order Fulfillment - Read Access	OrderFulfillmentReadAccess Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.