Order and Inventory Management Permissions

Changes to Permissions in Winter 2026

The following changes have been introduced in the Winter 2026 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

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 - 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 - 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 - Process Sales Orders Includes permissions to pick, pack and ship Sales Orders. Process_Sales_Orders Changes
OIM - View Sales Orders Includes the required permissions to view sales orders and sales order line items. View_Sales_Orders 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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