Order and Inventory Management – Accounting Connector Permissions

Changes to Permissions in Winter 2024

The following changes have been introduced in the Winter 2024 release.

New Permissions Added

New Permission Sets

OIM – Accounting - Sync Vendor Accounts to Supplier Sites

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

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 SetDescriptionView changes
OIM – Accounting - Administration Access the OIM – Accounting Connector Admin page to configure the connector, view mappings, and schedule jobs. Administration Changes
OIM – Accounting - Pull AP Vouchers and AP Voucher Credits Create payable invoices from AP vouchers using the Create from AP Vouchers button on the Payable Invoices list view. Create payable credit notes from AP voucher credits using the Create from AP Voucher Credits button on the Payable Credit Notes list view. Pull_AP_Vouchers_and_AP_Voucher_Credits Changes
OIM – Accounting - Pull OIM Invoices and Credit Invoices Create sales invoices from OIM invoices using the Create from OIM Invoices button on the Sales Invoices list view. Create sales credit notes from credit invoices using the Create from Credit Invoices button on the Sales Credit Notes list view. Pull_OIM_Invoices_and_Credit_Invoices Changes
OIM – Accounting - Push AP Vouchers and AP Voucher Credits Create payable invoices from AP vouchers using the Create Payable Invoice action on the AP Voucher record page. Create payable credit notes from AP voucher credits using the Create Payable Credit Note action on the AP Voucher Credit record page. Push_AP_Vouchers_and_AP_Voucher_Credits Changes
OIM – Accounting - Push OIM Invoices and Credit Invoices Create sales invoices from OIM invoices using the Create Sales Invoice Lightning action on the Invoicing record page. Create sales credit notes from credit invoices using the Create Sales Credit Note Lightning action on the Credit Invoice record page. Push_OIM_Invoices_and_Credit_Invoices Changes

Updates to Permission Set Labels

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


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