Upgrading SCM to Fall 2021

This page describes changes you must make for the following features when upgrading to Fall 2021 and also provides you with a list of elements deprecated in this release:

See the "Upgrade Steps" section under each feature for details of any action you must 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 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 Fall 2021, see New Features and Enhancements in SCM Fall 2021 in the SCM Help or "What's New in SCM Fall 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.

Amount-Based Receiving

This section describes how to upgrade SCM so that your users can benefit from the new Amount-Based Receiving feature included in this release. It also details the items that have been added or updated with the feature.

Upgrade Steps

You can find below a description of the upgrade steps for the Amount-Based Receiving feature.

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 that the SCM - Process Acquisitions permission set is assigned to users who will create receipts for description purchase order lines with amount-based receiving. You must also assign this permission set to any user needing to create purchase order receipts using Lightning.

 

Note: The new Create Receipt action on the Purchase Order Actions panel of purchase order detail pages is only available to users with the Process Acquisitions custom permission, which is included in the SCM - Process Acquisitions permission set. If you are using your own permission sets, ensure that you add the Process Acquisitions custom permission to the required permission sets.
Ensure the Internal Purchase Order Lightning Page is activated.

Add the following fields to their corresponding layouts:

  • Add the Amount field to the Receipt Line Layout of the Receipt Line object.
  • Add the Receive by Amount and Amount Received fields to the Purchase Order Description Layout of the Purchase order Line Item Object.
Note: If you are using your own custom layouts, ensure you add the Amount field to the corresponding layout for receipt lines and the Receive by Amount and Amount Received fields to the corresponding layout for description purchase order lines.

Setting up Amount-Based Receiving

Ensure that the Total Cost field is added to the Purchase Order Receipt Line field set of the Purchase Order Line Item object and then add the new Amount Received field.

Setting up Amount-Based Receiving

Using Your Own Record Pages

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

Action

Further Information

Ensure that the SCM - Process Acquisitions permission set is assigned to the profiles of users who will create receipts for description purchase order lines with amount-based receiving. You must also assign this permission set to any user needing to create purchase order receipts using Lightning.

 

Note: The new Create Receipt action on the Purchase Order Actions panel of purchase order detail pages is only available to users with the Process Acquisitions custom permission, which is included in the SCM - Process Acquisitions permission set. If you are using your own permission sets, ensure that you add the Process Acquisitions custom permission to the required permission sets.

Add the SCM Purchase Order Actions component to your custom purchase order Lightning record page and ensure that the page is activated.

 Adding Components to Lightning Pages

Add the following fields to their corresponding layouts:

  • Add the Amount field to the Receipt Line Layout of the Receipt Line object.
  • Add the Receive by Amount and Amount Received fields to the Purchase Order Description Layout of the Purchase order Line Item Object.
Note: If you are using your own custom layouts, ensure you add the Amount field to the corresponding layout for receipt lines and the Receive by Amount and Amount Received fields to the corresponding layout for description purchase order lines.
 Setting up Amount-Based Receiving

Ensure that the Total Cost field is added to the Purchase Order Receipt Line field set of the Purchase Order Line Item object and then add the new Amount Received field.

Setting up Amount-Based Receiving

Included in This Feature

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

Updated Permission Sets

Permission sets updated in Fall 2021
Name

Update Description

 Further Information

SCM - Process Acquisitions

These permission sets have been updated in order to provide access to the new functionality introduced with the Amount-Based Receiving feature. This includes the option to create amount-based receipts for description purchase order lines and the improved user experience for creating purchase order receipts in Lightning with the new purchase order action Create Receipt.
SCM Super User
SCM - View Purchase Orders These permission sets have been updated to provide read access to the new fields introduced as part of the Amount-Based Receiving feature.
SCM - View Purchase Order Receipts
SCM - Initiate Acquisitions

Updated Custom Permissions

Custom permissions updated in Fall 2021
Name

Update Description

 Further Information

Process Acquisitions

This custom permission has been updated in order to provide access to the new Create Receipt action on the Purchase Order Actions panel of purchase order detail pages.

New Fields

Field added in Fall 2021
Object

Field Name

Field Type

 Description Further Information

Purchase Order Line Item

Receive by Amount

 Checkbox

If selected, the purchase order line item is received by amount instead of quantity.

 Purchase Order Fields
Amount Received Currency Amount received against the purchase order line item.
Receipt Line Amount Currency Amount received against the receipt line. Receipt Fields

Updated Field Set

New fields have been made available for the following field set:

Field set updated in Fall 2021

Name

 

 

 Object

 

 

 Fields Made Available

 

 

Fields Made Available on Related Objects

 

 Further Information

 

 

Related Object

Field
Purchase Order Receipt Line Purchase Order Line Item Amount Received Condition All fields Purchase Order Fields
Receive by Amount Item Being Procured All fields
Purchase Contract Line All fields
Purchase Order All fields
Requisition Line Item All fields
Sales Order Line Item All fields
Ship to Warehouse All fields

New Actions Components

Actions components added in Fall 2021
Name

Where Is This Used?

Description

Available Actions

Action Description

 Further Information

SCM Purchase Order Actions

 Internal Purchase Order Lightning Record Page

Contains available actions for the purchase order.

 Create Receipt Enables you to create a receipt for the purchase order.

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 Lightning component tabs New tabs that replace existing functionality provided by other elements or pages.
SCM Lightning components Components that replace existing functionality provided by other elements or pages.

Upgrade Steps

To upgrade Lightning components to Fall 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.

Action

Further Information

Ensure that the user profiles of users using any the following Action Queues tabs have the required permissions assigned:

  • Warehouse tab
  • Shipping tab
  • Put Away Inventory tab

Ensure that the warehouse workers that have been assigned to a specific warehouse have been added as queue members to the corresponding warehouse queue.

Warehouse Security

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 Fall 2021
Name

Description

 Further Information

Ship Sales Order Items

Provides access to the functionality available in the Ship Material to Customer tab of the Shipping action queue. Enables you to view, edit, print, and confirm shipments for sales orders.
Ship Service Purchase Order Line Items

Provides access to the functionality available in the Ship Material to Supplier tab of the Shipping action queue. Enables you to view, edit, print, and confirm shipments for service purchase order lines.
Ship Transfer Request Items Provides access to the functionality available in the Transfer Parts to Warehouse tab of the Shipping action queue. Enables you to view, edit, print, and confirm shipments for transfer requests.

Updated Permission Sets

Permission sets updated in Fall 2021
Name

Update Description

 Further Information

SCM - Check and Adjust Inventory

These permission sets have been updated in order to provide access to the improved user experience for Action Queues introduced in this release with the Lightning Experience feature.
SCM - Manage Inventory Transfers
SCM - Process Acquisitions
SCM - Process Customer Returns
SCM - Process Sales Orders
SCM Super User

Field Sets

Field sets added in Fall 2021

Name

 Description Object Further Information

Ship Material to Customer in Shipping Action Queue Tab

Used on the Ship Material to Customer subtab, which is available in the Shipping tab for Action Queues. Defines the read-only columns displayed on the subtab’s table.

Inventory Action Queue

 Action Queues Shipping Tab
Ship Material to Supplier in Shipping Action Queue Tab Used on the Ship Material to Supplier subtab, which is available in the Shipping tab for Action Queues. Defines the read-only columns displayed on the subtab’s table.
Transfer Parts to Warehouse in Shipping Action Queue Tab Used on the Transfer Parts to Warehouse subtab, which is available in the Shipping tab for Action Queues. Defines the read-only columns displayed on the subtab’s table.
Add Carrier and Fees Fields (Shipping Action Queue) Defines the fields displayed on the Add Carrier and Fees window of the Action Queues Shipping tab in Lightning. This window is available from the Ship Material to Customer, Ship Material to Suppliers, and Transfer Parts to Warehouse subtabs. Shipping Action Queues Shipping Tab
Put Away Inventory Action Queue Tab Used on the Put Away Inventory tab for Action Queues. Defines the read-only columns displayed on the tab’s table. Inventory Action Queue Action Queues Put Away Inventory Tab

Lightning Component Tabs

Lightning component tabs added in Fall 2021
Name

Description

 Further Information

Shipping

Manage action queues for shipping tasks. This includes printing and confirming customer and supplier shipments, as well as shipments transferring items between warehouses.

 Action Queues Shipping Tab
Put Away Inventory Manage putaway tasks. This includes entering the destination locations of incoming inventory and confirming the putaway of items. Action Queues Put Away Inventory Tab

Lightning Components

Lightning components added in Fall 2021
Name

Where Is This Used?

Description

 Further Information

SCM Action Queues Shipping

 Shipping Lightning component tab

Manage action queues for shipping tasks. This includes printing and confirming customer and supplier shipments, as well as shipments transferring items between warehouses.
SCM Action Queues Put Away Inventory Put Away Inventory Lightning component tab Manage putaway tasks. This includes entering the destination locations for incoming inventory and confirming the putaway of items.

Enhancements to Lightning Record Pages

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Included in This Feature

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

Upgrade Permission Sets

Permission sets updated in Fall 2021
Name

Update Description

 Further Information

SCM - Manage AP Vouchers

These permission sets have been updated to provide read access to the summary bar for Purchase Order.
SCM - Process Acquisitions
SCM - Check and Adjust Inventory These permission sets have been updated to provide read access to the compact layout fields for Serial Number and Commodity Code.  
SCM - View Items and Inventory
SCM - Manage Items
SCM - Manage Invoices These permission sets have been updated to provide read access to the summary bar for the sales order.
SCM - Manage Rebate Claims These permission sets have been updated to provide read access to the compact layout for Rebate Applied Lightning Page
SCM - Manage Rebates
SCM - Manage Sourcing Requests These permission sets have been updated to provide read access to the summary bar for the Supplier Catalog Price Break Lightning Page.
SCM - View Sourcing Requests

Record Page Layout Update

The following object page layout has been updated. To see the missing related list either enable the Lightning record page feature or manually update the page layout.

Record page layouts updated in Fall 2021
Record Page

Missing Related List

AP Voucher Credit

Files
AP Voucher Files
AP Voucher Line Files
Internal Purchase Order Files
Purchase Contract Line Purchase Order Line
Purchase Order Line Item Type Files
Requisition Line Item Files
Supplier Catalog Item Files
Supplier Catalog Files
Price List Files
Sales Order Files
Inventory Control Point Files
Inventory Position Files
Inventory Transaction Perpetual Record Files
Product Group Files
Invoice Line Item Files
Exchange Order Files
Received RFQ Files
Sourcing Request Files
Supplier Contact Files
Attachment Files
Buyer Attachment Files
Elements of Cost Files
Inventory Attachment Files
Sales Responsibility Files
Truck Load Files
Unit of Measure Files

Deprecated Feature Console

Feature Console deprecated in Fall 2021

Feature Console Name

 Description
Lightning Page Assignments Contains settings that control the behavior of Lightning Record Pages in FinancialForceSCM

Linking Purchase Orders to Engagements

Upgrade Steps

To upgrade this feature to Fall 2021, take the following action.

Upgrade Steps for this Feature in Fall 2021

Action

Further Information
Add the Engagement field to the relevant page layouts for the Purchase Order object. "Edit Page Layouts for Custom and External Objects" 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 This Feature in Fall 2021

Field

Object

Further Information
Engagement Purchase Order Purchase Order Fields

Approval Date on Purchase Orders

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Included in This Feature

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

Fields

Field Added for this Feature in Fall 2021

Field

Object

Further Information
Approval Date Purchase Order Purchase Order Fields

Total Cost on Sales Order Line Items

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021.

Included in This Feature

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

Fields

Field Added for this Feature in Fall 2021

Field

Object

Further Information
Total Cost Sales Order Line Item Sales Order Fields

Updates to Fields and Field Sets

This section describes how to upgrade SCM so that your users can benefit from the latest updates to certain fields and field sets. It also details the items that have been added or updated with this feature.

Upgrade Steps

As help text values are not upgradable, we recommend that you update the help text of the SCMC__Shipper__c field on the Picklist object to the new value introduced with this release. For more details, see Updates to Fields.

Warning: Do not make these changes if you have a custom help text for the SCMC__Shipper__c field that you want to continue using.

Included in This Feature

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

Updates to Fields

The field label, description, and help text for the SCMC__Shipper__c field on the Picklist object were updated as follows:

Object

Field API Name

Field Label

Description

Help Text

Further Information

 
Original Value

New Value

Original Value

New Value

Original Value

New Value
Picklist SCMC__Shipper__c Shipper Shipment

Reference to the shipping document that is used to ship the picklist.

 Lookup to the related shipment. The shipping object that has the information about shipping the picklist The shipment for the items included in this picklist Picklist Fields

Updates to Field Sets

A new field was made available for the Inventory Adjustment field set on the Inventory Position object. Here are the details of the new field:

Object Field Set

Field Made Available

Further Information
Inventory Position

Inventory Adjustment Field Set

Date Placed in Inventory

 Inventory Position Fields

Enhancements to List Views in SCM Workspaces

This section describes how to upgrade SCM so that your users can benefit from the new enhancements to SCM Workspaces. It also details the items that have been added or updated with the feature.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Fall 2021. On upgrade, the SCM Procurement workspace and SCM Order Fulfillment workspace will be automatically updated to use the new list views.

Note: List views will not update automatically for customized workspaces. If you use your own customized workspaces, note that these will continue to use the former SCM core list views.

Included in This Feature

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

List Views

List Views Added to SCM Workspaces in Fall 2021

Workspace

 List View Object

Further Information
SCM Order Fulfillment Workspace Open Sales Orders - SCM Workspaces Sales Order Setting up the SCM Order Fulfillment Workspace
SCM Procurement Workspace Active Catalogues - SCM Workspaces Supplier Catalogue Setting up the SCM Procurement Workspace
Active Suppliers - SCM Workspaces Supplier Site
All - SCM Workspaces Purchase Contract
Open Purchase Orders - SCM Workspaces Purchase Order

Elements Deprecated in Fall 2021

The following elements have been deprecated in Fall 2021:

Deprecated Visualforce Components

Visualforce Components deprecated in Fall 2021
Visualforce Component Name Visualforce Component Label Visualforce Component Description
jQueryInclude DEPRECATED: jQueryInclude This component has been deprecated. If you are using jQuery 3.5 or later, we recommend that you use the jQueryCommon component.

Deprecated Managed Workspace Components

The deprecation process as also been initiated for the managed components listed below, which have been replaced with customizable components. A prefix of "DEPRECATED:" has been added to the component labels to identify these components explicitly. They still function for this release, but they are scheduled to be removed in a future release.

Procurement Workspace Components

Order Fulfillment Workspace Components

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