Upgrading to SCM Spring 2021

This section describes changes you need to make for the following features when upgrading to Spring 2021:

You will also find a list of elements deprecated in this release.

See the "Upgrade Steps" section under each feature for details of any action you need to take. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have system administrator-level user permissions in your organization.

See the "Included in this Feature" section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2021, see New Features and Enhancements in SCM Spring 2021 or “What’s New in SCM Spring 2021” available from the FinancialForce Community.

For information on new and changed APIs, see the SCM API Developer Reference documentation available from the FinancialForce Community.

Customer Engagement

Upgrade Steps

To start using the engagements with SCM, take the following action.

Upgrade Steps for Engagement in Spring 2021

Action

Further Information
Add the Sales Orders related list to the Engagement Layout page layout. To do this, perform feature step 3 when enabling the Engagement feature in Feature Console. Enabling the Engagement Feature in the Foundations Help
Add the Engagement lookup field to the relevant page layouts for the Sales Order object. You must do this manually. "Update Page Layouts" in the Salesforce Help

Included in This Feature

This section details the items that have been added in this release for this feature.

Fields

Field Added for Engagement in Spring 2021

Field

Object

Further Information
Engagement Sales Order Sales Order Fields

Lightning Experience

For this release we have focused on enhancing these areas of SCM:

This implementation adds or updates the following Lightning component types.

Type

 Description
SCM Lighting Apps New apps that replace existing functionality provided by other elements or pages.
SCM Lightning component tabs New tabs that replace existing functionality provided by other elements or pages.
SCM Actions components Components that contain multiple SCM Lightning actions to open new Lightning windows or existing Visualforce pages. The components are included in the relevant default record pages.
SCM Lightning components Components that deliver specific functionality.

Upgrade Steps

To upgrade Lightning components to Spring 2021 for your users, take the actions listed below.

Note: This is to incorporate the latest changes we have made in specific areas of SCM to transition from Classic into Lightning Experience. If your users are not using Lightning Experience yet, and you do not want to incorporate these changes, skip the steps in this section.

Using FinancialForce Record Pages

If you want to use the FinancialForce record pages instead of your own, follow the upgrade steps listed below.

Action

Further Information

Ensure the custom permissions listed below are assigned to the user profiles of users who will use the new Lightning components.

  • Initiate Acquisition: this custom permission is included in the SCM - Initiate Acquisition permission set and it is required to use the Create and Edit Purchase Orders action included in the salesOrderActionPanel component.
  • Manage Invoices: this custom permission is included in the SCM - Manage Invoices permission set and it is required to use the Review Invoice action included in the salesOrderActionPanel component.
Note: The salesOrderActionPanel component is only visible to users when they have assigned either one of these custom permissions or both.
From the Feature Console page, ensure the SCM Lighting Page Assignment feature is "ON". Updating Lightning Record Pages

From the Feature Console page, enable the Drop Ship Lightning Experience feature.

Note: If you enabled this feature in the previous release, make sure you go through the instructions in the new manual step added with this release.
 Drop Ship Lightning Experience

Continuing Using Your Custom Record Pages

If you want to continue to use your own record pages, follow the upgrade steps listed below.

Action

Further Information

Ensure the custom permissions listed below are assigned to the user profiles of users who will use the new Lightning components.

  • Initiate Acquisition: this custom permission is included in the SCM - Initiate Acquisition permission set and it is required to use the Create and Edit Purchase Orders action included in the salesOrderActionPanel component.
  • Manage Invoices: this custom permission is included in the SCM - Manage Invoices permission set and it is required to use the Review Invoice action included in the salesOrderActionPanel component.
Note: The salesOrderActionPanel component is only visible to users when they have assigned either one of these custom permissions or both of them.

Make sure the salesOrderActionPanel Lightning component is added to your Sales Order Lightning custom page.

 Adding Components to Lightning Pages
Remove the Review Invoice button from the Salesforce Mobile and Lightning Experience Actions section in all your Sales Order page layouts. Manually Removing Buttons from Page Layouts
Remove the Item Master field from the Lines to Invoice field set in the Sales Order Line Item object. Manually Adding and Removing Fields in Field Sets

Add the following fields to the Lines To Invoice field set in the Sales Order Line Item object:

  • Quantity to Bill
  • Item Number, from the Item Master related object (Item Master > Item Number)
 Manually Adding and Removing Fields in Field Sets
Note: If you did not upgrade to Fall 2020 and want to take advantage of the benefits of transitioning your Drop Ship Fulfillment Process from Classic into Lightning Experience, see Drop Ship Lightning Experience for a detailed explanation of the required manual steps. This section only describes the actions you must perform to benefit from the changes introduced in this release.

Included in This Feature

This section details the items that have been added in this release for this feature.

Custom Permissions

Custom permissions added in Spring 2021
Name

Description

 Further Information

Pick Customer Order Items

Provides access to the functionality available in the Customer Orders to Fill tab of the Warehouse action queue. Enables you to view, print, and confirm customer order picklists.
Pick Supplier Order Items

Provides access to the functionality available in the Supplier Orders to Fill tab of the Warehouse action queue. Enables you to view, print, and confirm supplier order picklists.
Pick Transfer Request Item Provides access to the functionality available in the Parts for Transfer tab of the Warehouse action queue. Enables you to view, print, and confirm transfer request picklists.

Field Sets

Field sets added in Spring 2021

Name

 Description Object Further Information

Customer Orders to Fill in Warehouse Action Queue Tab

Used on the Customer Orders to Fill subtab, which is available in the Warehouse tab for Action Queues. Defines the read-only columns displayed on the subtab's table.

Inventory Action Queue

 Action Queues Warehouse Tab
Supplier Orders to Fill in Warehouse Action Queue Tab Used on the Supplier Orders to Fill subtab, which is available in the Warehouse tab for Action Queues. Defines the read-only columns displayed on the subtab’s table.
Parts for Transfer in Warehouse Action Queue Tab Used on the Parts for Transfer subtab, which is available in the Warehouse tab for Action Queues. Defines the read-only columns displayed on the subtab’s table.

Lightning Apps

Lightning apps added in Spring 2021
Name

Description

 Further Information

Action Queues

Manage work queues for your warehouses. This includes tasks related to warehousing, putting away inventory, cycle counting, production, shipping, and inspection.

 Action Queues

Lightning Component Tabs

Lightning component tabs added in Spring 2021
Name

Description

 Further Information

Warehouse

Manage action queues for warehousing tasks. This includes printing and confirming picklists.

 Action Queues Warehouse Tab

Lightning Components

Lightning components added in Spring 2021
Name

Description

Where Is This Used?

 Further Information

SCM Action Queues Warehouse

Manage action queues for warehousing tasks. This includes printing and confirming picklists for customer orders, supplier orders, and parts to be transferred to another warehouse.

 Warehouse Lightning component tab

SCM Actions Components

The Sales Order Actions component has been updated with the new action detailed in the table below.

Updated SCM Actions component for Sales Orders in Spring 2021

Component Name

New Action

Action Description

Where Is This Used?

Further Information
Sales Order Actions (salesOrderActionPanel ) Review Invoice

This action enables you to invoice drop ship sales order lines or sales order lines for intangible items (such as accounting lines).

 Sales Order Lightning record page Reviewing an Invoice

Elements Deprecated in Spring 2021

No elements have been deprecated in this release.

For a full list of elements deprecated in SCM see Deprecated Elements.