Upgrading to SCM Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

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 Winter 2023, see New Features and Enhancements in SCM Winter 2023.

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 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 or updated in this release.

Enhancements in Purchase Contracts

This section describes how to upgrade SCM so that your users can benefit from the enhancements made to purchase contracts in this release. It also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to manage purchase contracts are assigned at least the SCM - Manage Purchase Contracts permissions set. Note: To apply change requests to contracts with associated recurring purchase orders, users must have the Edit permission on the Purchase Order Line Item object. We recommend that you also assign the SCM - Process Acquisitions permission set to these users. This permission set provides them with the required permissions.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure the Purchase Contract Lightning Page is activated.	For information about activating Lightning Experience record pages, see the Salesforce Help.
Add the new Renewal Reminder field to the Purchase Contract Layout page.	For more information about page layouts, see the Salesforce Help.
We recommend that you edit the Purchase Contract object's Compact Layout to show the following fields in the Highlights Panel: Supplier Site Record Type Start Date End Date Days Until Expiration Status. This prevents duplicate fields from being displayed both in the Highlights Panel and the summary cards section.	For more information about compact layouts, see the Salesforce Help.

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to manage purchase contracts are assigned at least the SCM - Manage Purchase Contracts permissions set. Note: To apply change requests to contracts with associated recurring purchase orders, users must have the Edit permission on the Purchase Order Line Item object. We recommend that you also assign the SCM - Process Acquisitions permission set to these users. This permission set provides them with the required permissions.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure the SCM Purchase Contract Lines Grid component is added to your custom purchase contract's Lightning record page.	Adding Components to Lightning Pages Creating Purchase Contract Lines
Ensure the SCM Change Requests Related List component is added to your custom purchase contract's Lightning record page.	Adding Components to Lightning Pages Creating a Change Request
Ensure the Apply Change Request Lightning action is added to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so it is displayed when you are on a purchase contract record of type Change Request with status "Approved".	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. Applying a Change Request
Add the Revert Status Lightning action to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so that it only displays for purchase contracts of type Change Request that have a status of "Approved" or "Submitted for Approval". To ensure optimal performance and avoid inconsistencies, we also recommend that you configure your custom purchase contract's record page so that it does not display the Cancel Purchase Contract action for purchase contracts of type Change Request.	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. For more information about Lightning pages, see the Salesforce Help. Reverting the Status of a Change Request
Add the Create Renewal Lightning action to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so that it is displayed when you are on a purchase contract record of type Purchase Contract with a status of "Active", "Expired", or a custom status.	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. Renewing a Purchase Contract
Add the new Renewal Reminder field to the page layout for purchase contracts.	For more information about page layouts, see the Salesforce Help.
If the summary card section is displayed in your custom purchase contract's Lightning record page, we recommend that you edit its custom compact layout to show the following fields in the Highlights Panel: Supplier Site, Record Type, Start Date, End Date, Days Until Expiration, and Status. This prevents duplicate fields from being displayed both in the Highlights Panel and the summary cards section.	For more information about compact layouts, see the Salesforce Help.

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Manage Purchase Contracts	These permission sets include the permissions needed to use the enhanced purchase contracts.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.
SCM - Super User

Fields

Field Added for This Feature in Winter 2023
Field	Object	Description	Further Information
Quantity	Purchase Contract Line	The number of units of goods or services to include in the purchase contract line. When managing subscriptions, the value in this field can be used to indicate the quantities to include in the purchase order line items of the recurring purchase orders created from a purchase contract.	Purchase Contract Fields
Renewal Reminder	Purchase Contract	The date on which to report that the purchase contract is due for renewal.	Purchase Contract Fields

Field Sets

Field Set Added for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
Purchase Contract Lines All Columns	Used in the Purchase Contract Lines related list to define the columns that display in the Change Request Lines window. When customizing this field set, you must not remove the Unit Cost field.	Purchase Contract Line	Purchase Contract Fields For more information about field sets, see the Salesforce Help.

Field Set Updated for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
Purchase Contract Lines Related List Columns	This field set includes the following updates: The new Quantity field added to the Purchase Contract Line object is now included so that it is visible by default. The following two fields of the Item Master object are now available for the field set: Stocking UOM Supplier UOM	Purchase Contract Line	Purchase Contract Fields For more information about field sets, see the Salesforce Help.

Page Layouts

Page Layout Updated for This Feature in Winter 2023
Layout	Object	Description	Further Information
Purchase Contract Layout	Purchase Contract	This layout now includes the Renewal Reminder field.	For more information about page layouts, see the Salesforce Help.

Compact Layouts

Compact Layout Updated for This Feature in Winter 2023
Layout	Object	Description	Further Information
Purchase Contract Compact Layout	Purchase Contract	This compact layout is now rearranged to show fields grouped by topic in the Highlights Panel.	For more information about compact layouts, see the Salesforce Help.

Lightning Pages

Lightning Page Updated for This Feature in Winter 2023
Page	Update Description	Further Information
Purchase Contract Lightning Page	We've added a number of updates: The page now includes the new Lightning actions introduced for the feature in this release: Create Renewal, which is visible by default. Revert Status, which is only visible for change requests that have a status of Approved or Submitted for Approval. The Cancel Purchase Contract action has been removed from the Highlights Panel that displays for change requests.	For more information about Lightning pages, see the Salesforce Help. Purchase Contracts For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

Lightning Components

Lightning Components Added for This Feature in Winter 2023
Component	Where Is This Used?	Description	Further Information
Purchase Contracts Expiring in 60 Days	Procurement Workspace Lightning Page	This count card displays the number of purchase contracts due to expire in less than 60 days. It also enables you to access the related list view showing the records of those purchase contracts due to expire. This list view can display the following fields: Purchase Contract Number Supplier Site Start Date Days until Expiration Status	SCM Procurement Workspace

Lightning Component Updated for This Feature in Winter 2023
Component	Where Is This Used?	Update Description	Further Information
SCM Purchase Contract Lines Grid	Purchase Contract Lightning Page	A new button to clone lines has been added to the grid's toolbar. The component has also been modified to display a confirmation message when attempting to delete lines. Finally, a filter has been added to the Category column and now the drop-down list only displays product groups that have been predefined as categories.	Adding Components to Lightning Pages Creating Purchase Contract Lines
SCM Change Requests Related List	Purchase Contract Lightning Page	This component now includes the new Revert Status action.	Adding Components to Lightning Pages Reverting the Status of a Change Request

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023
Action	Object	Description	Further Information
Create Renewal	Purchase Contract	Renews a purchase contract.	Renewing a Purchase Contract
Revert Status	Purchase Contract	Reverts the status of an approved or submitted for approval change request to Draft.	Reverting the Status of a Change Request

Lightning Action Updated for This Feature in Winter 2023
Action	Object	Update Description	Further Information
Apply Change Request	Purchase Contract	This action now also updates the line items of the recurring purchase orders associated with the purchase contract being modified. The line item fields that this action updates are Quantity, Unit Cost, and Ship to Warehouse. The update only applies to line items belonging to purchase orders with a date that is equal to or later than the date when the change request is applied.	Applying a Change Request Purchase Contract Fields

Enhancements in Creating Purchase Contracts from Requisitions

This section describes how to upgrade SCM to benefit from the enhancements made to the creation of purchase contracts from requisitions. This section also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to create purchase contracts from requisitions are assigned at least the following permissions sets: SCM - Manage Purchase Contracts SCM - Manage Requisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure both the Requisitions Lightning Page and the Purchase Contract Lightning Page are activated.	For information about activating Lightning Experience record pages, see the Salesforce Help.
Add the new Purchase Contract Line field to the following page layouts in the Requisition Line Item object: Requisition Line Capital Equipment Layout Requisition Line Category Layout Requisition Line Description Layout Requisition Line Item Layout	For more information about page layouts, see the Salesforce Help.
Perform step 6 of the SCM Acquisition Process Enhancements feature using the Feature Console. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 6 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to create purchase contracts from requisitions are assigned at least the following permissions sets: SCM - Manage Purchase Contracts SCM - Manage Requisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Add the new Purchase Contract Line field to the page layouts for requisition line items that you require.	For more information about page layouts, see the Salesforce Help.
Perform step 6 of the SCM Acquisition Process Enhancements feature using the Feature Console. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 6 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Updated Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Manage Purchase Contracts	These permission sets now include the permissions that you require to benefit from the enhancements made to the creation of purchase contracts from requisitions in this release.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.
SCM - Manage Requisitions
SCM - View Requisitions

Fields

Field Added for This Feature in Winter 2023
Field	Object	Description	Further Information
Purchase Contract Line	Requisition Line Item	The purchase contract line that relates to the requisition line item.	Requisition Fields

Field Updated for This Feature in Winter 2023
Field	Object	Update Description	Further Information
Line Status	Requisition Line Item	A new picklist value named "Placed on a Purchase Contract" has been added for the following record types: Description, Capital Equipment, Category, and Item.	For information about adding picklist values to a field, see the Salesforce Help.

Field Sets

Field Set Updated for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
Requisition Line Item Fields	The new Purchase Contract Line field that we've added to the Requisition Line Item object is now available for the field set.	Requisition Line Item	Requisition Fields For more information about field sets, see the Salesforce Help.

Page Layouts

Page Layouts Updated for This Feature in Winter 2023
Page Layout	Update Description	Object	Further Information
Requisition Line Capital Equipment Layout	These layouts now include the new Purchase Contract Line field introduced for this feature in this release.	Requisition Line Item	For more information about page layouts, see the Salesforce Help.
Requisition Line Category Layout
Requisition Line Description Layout
Requisition Line Item Layout

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature	Update Description	Further Information
SCM Acquisition Process Enhancements	The feature now includes a new optional step that you can use to automatically add the new "Placed on a Purchase Contract" picklist value to the Line Status field for the following requisition line item record types: Description, Capital Equipment, Category, and Item.	Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in Purchase Orders

This section describes how to upgrade SCM to benefit from the enhancements made to purchase orders in this release. This section also details the items that have been added or updated with this feature.

New Purchase Order Reports

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Fields

Field Added for This Feature in Winter 2023
Field	Object	Description	See Help	Further Information
End Date	Purchase Order Line	The end date for a purchase order line item, populated automatically for recurring purchase orders.	"Purchase Order Fields" in the SCM Help.	Purchase Order Fields

Enhancements in Recurring Purchase Orders

This section describes how to upgrade SCM so that your users can benefit from the enhancements made to the creation of recurring purchase orders from purchase contracts and purchase orders in this release. It also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to create recurring purchase orders from purchase contracts and purchase orders have been assigned at least the following permissions sets: SCM - Manage Purchase Contracts SCM - Initiate Acquisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure that the SCM Acquisition Process Enhancements Feature Console feature is enabled. This Feature Console feature enables you to configure the recurring purchase order functionality.	Enabling the SCM Acquisition Process Enhancements Feature
Ensure that both the Purchase Contract Lightning Page and the Purchase Order Lightning Page are activated.	For information about activating Lightning Experience record pages, see the Salesforce Help.

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the users that are going to create recurring purchase orders from purchase contracts and purchase orders have been assigned at least the following permissions sets: SCM - Manage Purchase Contracts SCM - Initiate Acquisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure that all the fields and buttons required to use the Recurring Purchase Orders feature are added to the required page layouts for purchase contracts and purchase orders.	Enabling the SCM Acquisition Process Enhancements Feature
Ensure the New Recurring Purchase Order Lightning action is added to your custom purchase contract's record page. You can add it by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action to only display when the purchase contract has a status of "Active" and users are assigned the Create Recurring Purchase Orders from Purchase Contracts custom permission. This custom permission is included in the SCM - Initiate Acquisitions permission set.	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. Creating a Recurring Purchase Order

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Initiate Acquisitions	Now include the new Create Recurring Purchase Orders from Purchase Contracts custom permission.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.
SCM Super User - All

Custom Permissions

Custom Permission Added for This Feature in Winter 2023
Custom Permission	Description	Further Information
Create Recurring Purchase Orders from Purchase Contracts	This custom permission enables you to view the New Recurring Purchase Order action on purchase contracts. It is included in the SCM - Initiate Acquisitions permission set.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.

Lightning Pages

Lightning Page Updated for This Feature in Winter 2023
Page	Update Description	Further Information
Purchase Contract Lightning Page	The page has been modified to configure the new visibility settings included in this release for the New Recurring Purchase Order action.	For more information about Lightning pages, see the Salesforce Help. For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

Enhancements in Purchase Order Receipts

This section describes how to upgrade SCM to benefit from the enhancements made to purchase order receipts in this release. This section also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that users who are going to create purchase order receipts have been assigned at least the following permission sets: SCM - Initiate Acquisitions SCM - Process Acquisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that users who are going to create purchase order receipts have been assigned at least the following permission sets: SCM - Initiate Acquisitions SCM - Process Acquisitions	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets

Included in This Feature

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

Fields

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Initiate Acquisitions	These permission sets now include the required permissions to view and edit the new columns added to the Purchase Order Lines Items grid when using the Create Receipt action: Serial Numbers and Lot Numbers.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.
SCM - Process Acquisitions

Enhancements in Receipts

We have redesigned the Receipts Lightning Experience. This provides a robust and focused approach to manage receipts. It also details the items that have been added or updated with the feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the SCM - Process Acquisitions and SCM - Process Customer Returns Permissions are assigned to your user group.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure the Receipt Lightning Page is activated.	For information about activating Lightning Experience record pages, see the Salesforce Help.
Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the Receipts page layouts. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the SCM - Process Acquisitions and SCM - Process Customer Returns Permissions are assigned to your user group.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the Receipts page layout. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Process Acquisitions	These permission sets have been updated in order to include the required permissions to use the Lightning pages.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.
SCM - Process Customer Returns

Custom Permissions

Custom Permission Updated for This Feature in Winter 2023
Custom Permission	Description	Further Information
Process Acquisitions	Now enables you to create purchase order receipts, create and reverse purchase order receipt lines. It is included in the SCM - Process Acquisitions permission set.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.

Field Sets

Field Set Updated for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
Receipt Line Item Fields	This field set defines the fields that appear in the Receipt Line Items grid on the Receipt Lightning page.	Receipt Line	Receipt Fields For more information about field sets, see the Salesforce Help.

Lightning Record Pages

Lightning Record Page Updated for This Feature in Winter 2023
Page	Object	Description	Further Information
Receipts Lightning Page	Receipt	Enables you to create, view, edit, and reverse receipts.	Receipt Fields

Lightning Components

Lightning Component Updated for This Feature in Winter 2023
Component	Where Is This Used?	Description	Further Information
SCM Receipts Line Item Grid	Receipt	Displays a grid that contains the line items linked to a receipt. It enables you to add, view, search, edit, reverse, and delete line items.	Receipt Fields

Buttons

Buttons Added for this Feature in Winter 2023
Button	Page Layout	Further Information
Add Documents	Receipt	Receipt Fields
Reverse Lines		Receipt Fields

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature	Update Description	Further Information
SCM Acquisition Process Enhancements	The feature now includes a new optional step that you can use to update Receipt fields.	Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in the SCM Procurement Workspace

We have redesigned the SCM Procurement Workspace.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Enhancements in AP Vouchers

We have redesigned the AP Voucher Lightning Experience. This provides a robust and focused approach to manage receipts. It also details the items that have been added or updated with the feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the SCM - Manage AP Vouchers Permission set is assigned to your user group.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Ensure both the AP Voucher Lightning Page and the AP Voucher Credit Lightning Page are activated.	For information about activating Lightning Experience record pages, see the Salesforce Help.
Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the AP Voucher and AP Voucher Credit page layouts. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the SCM - Manage AP Vouchers Permission set is assigned to your user group.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets
Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the AP Voucher and AP Voucher Credit page layouts. Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.	Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Lightning Record Pages

Lightning Record Pages Updated for This Feature in Winter 2023
Page	Object	Description	Further Information
AP Voucher Lightning Page	AP Voucher	Enables you to create, view, edit, match, void, reverse, receive and credit an AP Voucher.	AP Voucher Fields

Lightning Components

Lightning Components Updated for This Feature in Winter 2023
Component	Where Is This Used?	Description	Further Information
SCM AP Voucher Line Items Grid	AP Voucher	Displays a grid that contains the line items linked to an AP Voucher. It enables you to add, view, search, edit, and delete line items.	AP Voucher Fields
SCM AP Voucher Line Credit Items Grid	AP Voucher	Displays a grid that contains the line items linked to an AP Voucher credit. It enables you to view line credit items.	AP Voucher Credit Fields

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Manage AP Vouchers	This permission set has been updated to include the required permissions to use the AP Voucher Lightning Experience.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.

Custom Permissions

Custom Permission Updated for This Feature in Winter 2023
Custom Permission	Description	Further Information
Manage AP Vouchers	Enables you to create and manage AP Vouchers. It is included in the SCM - Manage AP Vouchers permission set.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.

Fields

Field Added for This Feature in Winter 2023
Field	Object	Description	Further Information
Serial Numbers	AP Voucher Line Item	Used to enter a block of serial numbers at once rather than individual serial numbers.	AP Voucher Fields

Field Sets

Field Sets Updated for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
AP Voucher Line Item Fields	This Field Set defines the fields that appear in the AP Voucher Line Items grid on the AP Voucher Lightning page.	AP Voucher	AP Voucher Fields For more information about field sets, see the Salesforce Help.
AP Voucher Line Credit Item Fields	This Field Set defines the fields that appear in the AP Voucher Line Credit Items grid on the AP Voucher Lightning page.	AP Voucher	AP Voucher Credit Fields For more information about field sets, see the Salesforce Help.

Buttons

Buttons Added for this Feature in Winter 2023
Button	Page Layout	Further Information
Credit	AP Voucher	AP Voucher Fields
Match
Receive
Reverse
Void
	AP Voucher Line Items grid	Add Serial Numbers to a Drop Ship AP Voucher Line AP Voucher Fields
Cancel
Save

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature	Update Description	Further Information
SCM Acquisition Process Enhancements	The feature now includes a new optional step that you can use to update AP Voucher and AP Voucher Credit fields.	Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in Action Queues

We have introduced a new Receiving Lightning Experience tab in the Action Queues application. This provides an effective approach to manage material transfer requests.

Upgrade Steps

To start using this feature in Winter 2023, take the following action.

Upgrade Steps
Action	Further Information
Ensure that the SCM - Manage Inventory Transfers Permission set is assigned to your user group.	Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets

Included in This Feature

This section details the items that have been added or updated in this release for this feature. These items are added in SCM.

Lightning Component Tabs

Lightning Component Tab Added for This Feature in Winter 2023
Name	Description	Further Information
Receiving	Manage receiving tasks. This includes viewing and confirming internal inbound transfer requests for materials between warehouses of same company.	Action Queues

Lightning Components

Lightning Components Updated for This Feature in Winter 2023
Component	Parent Component	Description	Further Information
SCM Action Queues Receiving	Action Queues	Manage receiving tasks. This includes viewing and confirming internal inbound transfer requests for materials between warehouses of same company.	Action Queues Receiving Tab
Internal Inbound Transfer Grid	Action Queues	Displays a grid that contains the transfer requests. It enables you to confirm transfer requests.	Action Queues Receiving Tab

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set	Update Description	Further Information
SCM - Manage Inventory Transfers	These permission sets have been updated to include the required permissions to manage inventory transfers through Action Queue - Receiving tab.	Permission Sets and Other Technical Documentation SCM Functional Permissions Overview For more information about permission sets, see the Salesforce Help.

Buttons

Buttons Added for this Feature in Winter 2023
Button	Page Layout	Further Information
Confirm	Action Queue - Receiving tab	Action Queues Receiving Tab

Field Sets

Field Sets Added for This Feature in Winter 2023
Field Set	Update Description	Object	Further Information
Internal Inbound Transfer Fields	This Field Set defines the fields that appear in the Internal Inbound Transfer grid on the Action Queues - Receiving tab.	Shipping	Shipping Field Sets For more information about field sets, see the Salesforce Help.

Printing Customer Quotations in Lightning Experience

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Upgrade Steps
Action	Further Information
In the relevant page layouts for the Customer Quotation object, do the following: Remove the existing Print button. Add the new Print Lightning action.	For more information about page layouts, see the Salesforce Help.

Included in This Feature

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

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023
Action	Object	Description	Further Information
Print	Customer Quotation	Generates a PDF from the information on the customer quotation.	Printing a Customer Quotation Customer Quotation Fields

Core Avalara AvaTax Integration

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Upgrade Steps
Action	Further Information
Perform the tasks detailed on the specified Help page.	Setting up External Tax Calculation using Avalara AvaTax

Included in This Feature

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

Fields

Fields Added for This Feature in Winter 2023
Field	Object	Description	Further Information
External Tax Status	AP Voucher	The status of the tax calculation when using an external system to calculate tax for the AP voucher.	AP Voucher Fields
External Tax Status Last Updated		The date and time when the External Tax Status field was last updated.
External Tax Transaction ID		The unique identifier of the transaction that represents the AP voucher in the external tax calculation system.
Override Avalara Tax Code	AP Voucher Line	The Avalara tax code used for the item. When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.	AP Voucher Fields
Tax Name 1-3		The name of the tax that applies to this AP voucher line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate 1-3		The tax rate to use when calculating tax for this AP voucher line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value, calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status	AP Voucher Credit	The status of the tax calculation when using an external system to calculate tax for the AP voucher credit.	AP Voucher Credit Fields
External Tax Status Last Updated		The date and time when the External Tax Status field was last updated.
External Tax Transaction ID		The unique identifier of the transaction that represents the AP voucher credit in the external tax calculation system.
Tax Name 1-3	AP Voucher Line Credit	The name of the tax that applies to this AP voucher line credit. You can use up to three fields to represent the state, county, and city tax authorities.	AP Voucher Credit Fields
Tax Rate 1-3		The tax rate to use when calculating tax for this AP voucher line credit. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status	Credit Invoice	The status of the tax calculation when using an external system to calculate tax for the credit invoice.	Credit Invoice Fields
External Tax Status Last Updated		The date and time when the External Tax Status field was last updated.
External Tax Transaction ID		The unique identifier of the transaction that represents the invoice in the external tax calculation system.
Total Tax		Total amount of tax on the credit invoice.
Tax	Credit Invoice Line	The total tax value for the line.	Credit Invoice Fields
Tax Name 1-3		The name of the tax used when calculating tax for the credit invoice line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate		The total tax rate to use when calculating tax for the credit invoice line.
Tax Rate 1-3		The tax rate to use when calculating tax for the credit invoice line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status	Customer Quotation	The status of the tax calculation when using an external system to calculate tax for the customer quotation.	Customer Quotation Fields
Prospect Tax Registration Number		The identifying number of the prospect used for tax purposes.
Total Tax		The sum of the total tax applied to all lines in the quotation.
Avalara Tax Code	Customer Quotation Line	The tax code used by Avalara AvaTax to calculate tax for the line. The code is automatically populated using the predefined mappings, according to the item being sold and the delivery method.	Customer Quotation Fields
Override Avalara Tax Code		When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.
Shipping Address Validated		Indicates whether the shipping address of the customer quotation line has been validated by Avalara AvaTax.
Tax		The total tax value for the customer quotation line.
Tax Name 1-3		The name of the tax that applies to this customer quotation line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate		The total tax rate to use when calculating tax for this customer quotation line.
Tax Rate 1-3		The tax rate to use when calculating tax for this customer quotation line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value, calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Avalara Location Code	Invoicing	Code of the location in Avalara AvaTax that represents the physical location where the invoice is sold from. This is used for location-based filing in Avalara.	Invoicing Fields
External Tax Status		The status of the tax calculation when using an external system to calculate tax for the invoice.
External Tax Status Last Updated		The date and time when the External Tax Status field was last updated.
External Tax Transaction ID		The unique identifier of the transaction that represents the invoice in the external tax calculation system.
Total Tax		Total amount of tax on the invoice.
Avalara Tax Code	Invoice Line Item	The tax code used by Avalara AvaTax to calculate tax for the line. The code is automatically populated using the predefined mappings, according to the item being sold and the delivery method.	Invoicing Fields
Discount		The amount of discount applied to the line item.
Override Avalara Tax Code		When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.
Tax		The total tax value for the line item.
Tax Name 1-3		The name of the tax used when calculating tax for the invoice line item. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate		The total tax rate to use when calculating tax for the invoice line item.
Tax Rate 1-3		The tax rate to use when calculating tax for the invoice line item. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status	Purchase Order	The status of the tax calculation when using an external system to calculate tax for the purchase order.	Purchase Order Fields
Avalara Location Code	Sales Order	Code of the location in Avalara AvaTax that represents the physical location where the sales order is sold from. This is used for location-based filing in Avalara.	Sales Order Fields
Drop Ship Address Validated		Indicates whether the drop ship address of the sales order has been validated by Avalara.
External Tax Status		The status of the tax calculation when using an external system to calculate tax for the purchase order.
Total Tax		Total amount of tax on the sales order.
Tax	Sales Order Line Item	The total tax value for the line item.	Sales Order Fields
Tax Name 1-3		The name of the tax used when calculating tax for this sales order line item. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate		The total tax rate to use when calculating tax for this sales order line item.
Tax Rate 1-3		The tax rate to use when calculating tax for this sales order line item. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3		The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Mailing Address Validated	Supplier Site	Indicates whether the mailing address of the supplier site has been validated by Avalara AvaTax.	Supplier Site Fields

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023
Action	Object	Description	Further Information
Calculate Tax	AP Voucher	Calculates tax for the AP voucher using Avalara AvaTax.	Calculating Tax for an AP Voucher Using Avalara AvaTax AP Voucher Fields
Cancel Tax		Cancels tax for the AP voucher in Avalara AvaTax.	Canceling Tax for an AP Voucher in Avalara AvaTax AP Voucher Fields
Commit Tax		Commits tax for the AP voucher in Avalara AvaTax.	Posting and Committing Tax for an AP Voucher in Avalara AvaTax AP Voucher Fields
Post Tax		Posts tax for the AP voucher to Avalara AvaTax.
Calculate Tax	AP Voucher Credit	Calculates tax for the AP voucher credit using the external tax calculation service.	Calculating Tax for an AP Voucher Credit Using Avalara AvaTax AP Voucher Credit Fields
Cancel Tax		Cancels tax for the AP voucher credit in the external tax calculation system.	Canceling Tax for an AP Voucher Credit in Avalara AvaTax AP Voucher Credit Fields
Commit Tax		Commits tax for the AP voucher credit in the external tax calculation system.	Posting and Committing Tax for an AP Voucher Credit in Avalara AvaTax AP Voucher Credit Fields
Post Tax		Posts tax for the AP voucher credit to the external tax calculation system.
Calculate Tax	Credit Invoice	Calculates tax for the credit invoice using Avalara AvaTax.	Calculating Tax for a Credit Invoice Using Avalara AvaTax Credit Invoice Fields
Cancel Tax		Cancels tax for the credit invoice in Avalara AvaTax.	Canceling Tax for a Credit Invoice in Avalara AvaTax Credit Invoice Fields
Commit Tax		Commits tax for the credit invoice in Avalara AvaTax.	Posting and Committing Tax for a Credit Invoice in Avalara AvaTax Credit Invoice Fields
Post Tax		Posts tax for the credit invoice to Avalara AvaTax.
Calculate Tax	Customer Quotation	Calculates tax for the customer quotation using Avalara AvaTax.	Calculating Tax for a Customer Quotation Using Avalara AvaTax Customer Quotation Fields
Validate Shipping Address	Customer Quotation	Validates the shipping address of a customer quotation line in Avalara AvaTax.	Validating the Address of a Prospect on a Customer Quotation Record Customer Quotation Fields
Calculate Tax	Invoicing	Calculates tax for the invoice using Avalara AvaTax.	Calculating Tax for an Invoice Using Avalara AvaTax Invoicing Fields
Cancel Tax		Cancels tax for the invoice in Avalara AvaTax.	Canceling Tax for an Invoice in Avalara AvaTax Invoicing Fields
Commit Tax		Commits tax for the invoice in Avalara AvaTax.	Posting and Committing Tax for an Invoice in Avalara AvaTax Invoicing Fields
Post Tax		Posts tax for the invoice to Avalara AvaTax.
Calculate Tax	Sales Order	Calculates tax for the sales order using Avalara AvaTax.	Calculating Tax for a Sales Order Using Avalara AvaTax Sales Order Fields
Validate Drop Ship Address	Sales Order	Validates the drop ship address of the sales order in Avalara AvaTax.	Validating the Drop Ship Address of a Sales Order Sales Order Fields
Validate Mailing Address	Supplier Site	Validates the mailing address of the supplier site in Avalara AvaTax.	Validating the Mailing Address of Supplier Sites in Avalara Supplier Site Fields

Lightning Components

Lightning Component Added for This Feature in Winter 2023
Component	Where Is This Used?	Description	Further Information
SCM Tax Calculation Settings	Tax Calculation Settings Lightning page in Foundations	Manage external tax settings for SCM. This component is only visible on the Tax Calculation Settings when external tax calculation is enabled with Avalara AvaTax.	SCM Tax Calculation Settings Fields

Custom Permissions

The following custom permissions are not included in managed permission sets. They are included in unmanaged permission sets that are created when you enable the Tax Calculation Using Avalara feature. For more information, see Enabling the Tax Calculation Using Avalara Feature.

Custom Permissions Added for This Feature in Winter 2023
Custom Permission	Description
Calculate Tax for AP Voucher and AP Voucher Credits	Enables you to view the Calculate Tax action on AP voucher and AP voucher credits.
Calculate Tax for Invoices and Credit Invoices	Enables you to view the Calculate Tax action on invoices and credit invoices.
Calculate Tax for Purchase Orders	Enables you to view the Calculate Tax action on purchase orders.
Calculate Tax for Sales Orders	Enables you to view the Calculate Tax action on sales orders.
Post, Commit, and Cancel Tax for AP Vouchers and AP Voucher Credits	Enables you to view the Post Tax, Commit Tax, and Cancel Tax actions on AP voucher and AP voucher credits.
Post, Commit, and Cancel Tax for Invoices and Credit Invoices	Enables you to view the Post Tax, Commit Tax, and Cancel Tax actions on invoices and credit invoices.
Validate Drop Ship Address for Purchase Orders	Enables you to view the Validate Drop Ship Address action on purchase orders.
Validate Drop Ship Address for Sales Orders	Enables you to view the Validate Drop Ship Address action on sales orders.

Feature Console Features

Feature Console Feature Added for This Feature in Winter 2023
Feature	Description	Further Information
Tax Calculation Using Avalara	Updates the relevant page layouts and creates the required permission sets for calculating tax using Avalara AvaTax.	Enabling the Tax Calculation Using Avalara Feature

Introducing Certinia Trailhead: Release Highlights

If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2023 Release Highlights Trailhead module. This module will guide you through the new features in our ERP Cloud products.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Concepts

Introduction

Tasks

Preparing to Upgrade

Installing Managed Packages

Post Upgrade Steps

Optional Upgrade Tasks

Reference

Deprecated Elements