Order and Inventory Management Permissions
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Order and Inventory Management Permissions
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Changes to Permissions in Summer 2026The following changes have been introduced in the Summer 2026 release.New Permissions AddedNew Permission SetsNo changes have been made in this release.New Permission Set GroupsNo changes have been made in this release.New Custom PermissionsNo changes have been made in this release.Deprecated PermissionsDeprecated Permission SetsOIM - Check and Adjust Inventory. API Name: Check_and_Adjust_InventoryOIM - Complete Production Orders. API Name: Complete_Production_Orders OIM - Help Pages. API Name: Help_Pages OIM - Initiate Acquisitions. API Name: Initiate_Acquisitions OIM - Initiate Customer Returns. API Name: Initiate_Customer_Returns OIM - Initiate Inventory Transfers. API Name: Initiate_Inventory_Transfers OIM - Initiate Order Fulfillments. API Name: Initiate_Order_Fulfillments OIM - Initiate Production Orders. API Name: Initiate_Production_Orders OIM - Manage AP Vouchers. API Name: Manage_AP_Vouchers OIM - Manage Accounts. API Name: Manage_Accounts OIM - Manage Backorders. API Name: Manage_Backorders OIM - Manage Bills of Material. API Name: Manage_Bills_of_Material OIM - Manage Customer Quotations. API Name: Manage_Customer_Quotations OIM - Manage Inventory Infrastructure. API Name: Manage_Inventory_Infrastructure OIM - Manage Inventory Receipt Attachments. API Name: Manage_Inventory_Receipt_Attachments OIM - Manage Inventory Transfers. API Name: Manage_Inventory_Transfers OIM - Manage Invoices. API Name: Manage_Invoices OIM - Manage Items. API Name: Manage_Items OIM - Manage Payment Terms. API Name: Manage_Payment_Terms OIM - Manage Prices and Price Lists. API Name: Manage_Prices_and_Price_Lists OIM - Manage Purchase Agreements. API Name: Manage_Purchase_Contracts OIM - Manage Rebate Claims. API Name: Manage_Rebate_Claims OIM - Manage Rebates. API Name: Manage_Rebates OIM - Manage Requisitions. API Name: Manage_Requisitions OIM - Manage Returns to Vendor. API Name: Manage_Returns_to_Vendor OIM - Manage Sales Responsibilities. API Name: Manage_Sales_Responsibilities OIM - Manage Sourcing Requests. API Name: Manage_Sourcing_Requests OIM - Manage Suppliers. API Name: Manage_Suppliers OIM - Process Acquisitions. API Name: Process_Acquisitions OIM - Process Customer Returns. API Name: Process_Customer_Returns OIM - Process Sales Orders. API Name: Process_Sales_Orders OIM - Use Business Analytics. API Name: SCMUseBusinessAnalyticsforSCM OIM - View AP Vouchers. API Name: View_AP_Vouchers OIM - View Backorders. API Name: View_Backorders OIM - View Bills of Material. API Name: View_Bills_of_Material OIM - View Customer Addresses and Standard Orders. API Name: View_Customer_Addresses_and_Standard_Orders OIM - View Customer Returns. API Name: View_Customer_Returns OIM - View Inventory Receipt Attachments. API Name: View_Inventory_Receipt_Attachments OIM - View Invoices. API Name: View_Invoices OIM - View Items and Inventory. API Name: View_Items_and_Inventory OIM - View Payment Terms. API Name: View_Payment_Terms OIM - View Prices and Price Lists. API Name: View_Prices_and_Price_Lists OIM - View Production Orders. API Name: View_Production_Orders OIM - View Purchase Order Receipts. API Name: View_Purchase_Order_Receipts OIM - View Purchase Orders. API Name: View_Purchase_Orders OIM - View Requisitions. API Name: View_Requisitions OIM - View Sales Orders. API Name: View_Sales_Orders OIM - View Sourcing Requests. API Name: View_Sourcing_Requests OIM - View Suppliers. API Name: View_Suppliers OIM Super User. API Name: SCM_Full_Use Salesforce License Extension. API Name: SalesforceLicenseExtension Deprecated Permission Set GroupsCertinia - OIM - Accounts Payable. API Name: Accounts_PayableCertinia - OIM - Accounts Receivable. API Name: Accounts_Receivable Certinia - OIM - Pricing Manager. API Name: Pricing_Manager Certinia - OIM - Procurement Clerk. API Name: Procurement_Clerk Certinia - OIM - Procurement Manager. API Name: Procurement_Manager Certinia - OIM - Sales Manager. API Name: Sales_Manager Certinia - OIM - Sales Representative. API Name: Sales_Representative Certinia - OIM - Warehouse Manager. API Name: Warehouse_Manager Certinia - OIM - Warehouse Worker. API Name: Warehouse_Worker Deprecated Custom PermissionsAdd Receipt Attachments. API Name: Add_Receipt_AttachmentsAdjust Value API. API Name: Adjust_Value_API Calculate Tax for AP Voucher and AP Voucher Credits. API Name: Calculate_Tax_for_AP_Voucher_and_AP_Voucher_Credits Calculate Tax for Invoices and Credit Invoices. API Name: Calculate_Tax_for_Invoices_and_Credit_Invoices Calculate Tax for Purchase Orders. API Name: Calculate_Tax_for_Purchase_Orders Calculate Tax for Sales Orders. API Name: Calculate_Tax_for_Sales_Orders Check and Adjust Inventory Positions. API Name: Check_And_Adjust_Inventory_Positions Complete Production Orders. API Name: Complete_Production_Orders Confirm Pull Parts API. API Name: Confirm_Pull_Parts_API Create And Perform Cycle Counts. API Name: Create_And_Perform_Cycle_Counts Create Payable Invoices and Credit Notes from AP Vouchers and AP Voucher Credits. API Name: Create_Payable_Invoices_and_Credit_Notes_from_AP_Vouchers_and_AP_Voucher_Credits Create Purchase Agreements from Requisitions. API Name: Create_Purchase_Contracts_from_Requisitions Create Recurring Purchase Orders from Purchase Agreements. API Name: Create_Recurring_Purchase_Orders_from_Purchase_Contracts Create Sales Invoices and Credit Notes from OIM Invoices and Credit Invoices. API Name: Create_Sales_Invoices_and_Credit_Notes_from_OIM_Invoices_and_Credit_Invoices Execute RebateClaimBatch. API Name: Execute_RebateClaimBatch Execute Sales Order Line Future Jobs. API Name: Execute_Sales_Order_Line_Future_Jobs Execute SalesOrderLineBatch. API Name: Execute_SalesOrderLineBatch Execute VirtualKitAllocateBatch. API Name: Execute_VirtualKitAllocateBatch Initiate Acquisitions. API Name: Initiate_Acquisitions Initiate Customer Returns. API Name: Initiate_Customer_Returns Initiate Inventory Transfers. API Name: Initiate_Inventory_Transfers Initiate Order Fulfillments. API Name: Initiate_Order_Fulfillments Initiate Production Orders. API Name: Initiate_Production_Orders Inspect API. API Name: Inspect_API Inspect Items. API Name: Inspect_Items Issue Kit API. API Name: Issue_Kit_API Launch Reorder Process. API Name: Launch_Reorder_Process Load Standard Orders. API Name: Load_Standard_Orders Locate API. API Name: Locate_API Manage AP Vouchers. API Name: Manage_AP_Vouchers Manage Customer Quotations. API Name: Manage_Customer_Quotations Manage Inventory Transfers. API Name: Manage_Inventory_Transfers Manage Invoices. API Name: Manage_Invoices Manage Rebate Claims. API Name: Manage_Rebate_Claims Manage Shipping Processes. API Name: Manage_Shipping_Processes Manage Sourcing Requests. API Name: Manage_Sourcing_Requests Manage Standard Orders. API Name: Manage_Standard_Orders Mass Transfer API. API Name: Mass_Transfer_API Miscellaneous Issue API. API Name: Miscellaneous_Issue_API Miscellaneous Receipt API. API Name: Miscellaneous_Receipt_API Move API. API Name: Move_API Perform Cycle Counts. API Name: Cycle_Count_AQ_Cycle_Count Pick Customer Order Items. API Name: Warehouse_AQ_Customer_Orders_To_Fill Pick Supplier Order Items. API Name: Warehouse_AQ_Supplier_Orders_to_Fill Pick Transfer Request Items. API Name: Warehouse_AQ_Parts_For_Transfer Post, Commit, and Cancel Tax for AP Vouchers and AP Voucher Credits. API Name: Post_Commit_and_Cancel_Tax_for_AP_Vouchers_and_AP_Voucher_Credits Post, Commit, and Cancel Tax for Invoices and Credit Invoices. API Name: Post_Commit_and_Cancel_Tax_for_Invoices_and_Credit_Invoices Process AP Vouchers and AP Voucher Lines. API Name: Process_AP_Vouchers_And_Lines Process Acquisitions. API Name: Process_Acquisitions Process Backorders. API Name: Process_Backorders Process Customer Return Receipt Lines. API Name: Process_Customer_Return_Receipt_Lines Process Customer Return Receipts. API Name: Process_Customer_Return_Receipts Process Invoices. API Name: Process_Invoices Process Production Orders. API Name: Process_Production_Orders Process Purchase Orders and Purchase Order Lines. API Name: Process_Purchase_Orders_and_Lines Process Sales Orders. API Name: Process_Sales_Orders Process Sales Orders and Sales Order Lines. API Name: Process_Sales_Orders_and_Sales_Order_Lines Process Sales Orders and Sales Order Lines. API Name: Process_Sales_Orders_and_Sales_Order_Lines Put Away Inventory Transfers. API Name: Put_Away_Inventory_Transfers Put Items Away. API Name: Put_Away_Inventory_AQ Receive PO API. API Name: Receive_PO_API Retrieve Sourcing Requests. API Name: Retrieve_Sourcing_Requests Ship Sales Order Items. API Name: Shipping_AQ_Ship_Material_To_Customer Ship Service Purchase Order Line Items. API Name: Shipping_AQ_Ship_Material_To_Supplier Ship Transfer Request Items. API Name: Shipping_AQ_Transfer_Parts_To_Warehouse Validate Drop Ship Address for Purchase Orders. API Name: Validate_Drop_Ship_Address_for_Purchase_Orders Validate Drop Ship Address for Sales Orders. API Name: Validate_Drop_Ship_Address_for_Sales_Orders View Summary Detail Purchase Agreement Line Items. API Name: View_Summary_Detail_Purchase_Contract_Line_Items Updates to Permission SetsNo changes have been made in this release.Updates to Permission Set LabelsFor information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community. |