Upgrading to Fixed Asset Management Summer 2023

This page describes the changes to make when upgrading to Summer 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 Summer 2023, see New Features and Enhancements in Fixed Asset Management Summer 2023.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

  • The publisher name has been updated to Certinia
  • Package names no longer reference FinancialForce
  • In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Fixed Asset Task Launcher

Upgrade Steps

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

Included In This Feature

Lightning Components

Lightning Components Added in Summer 2023

Component

 Page

Further Information
Fixed Asset Task Launcher Fixed Asset Task Launcher Fixed Asset Task Launcher

Tabs

Tabs Added in Summer 2023

Tab

 Description

Page
Fixed Asset Task Launcher Manage Fixed Asset Management tasks. Fixed Asset Task Launcher

Custom Permissions

Custom Permissions Added in Summer 2023
Custom Permission Further Information
Task Launcher - Data Setup and Management  Permission Sets and Other Technical Documentation

Journal Summarization

Upgrade Steps

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

Upgrade Steps

Action

Further Information

Set up the integration between Fixed Asset Management and Accounting and assign appropriate permissions to the relevant user profiles.

 Setting up Fixed Asset Management to Accounting Journals

Assign the FAM - Company - Edit permission to the relevant user profiles.

 Assigning and Removing Permission Sets

[Optional] We recommend manually adding the Journal Fixed Assets and Journal Depreciation Schedules related lists to your page layouts for the Journal object. This enables you to view the details of the following records associated with the summarized journal:

  • Depreciation schedules
  • Fixed asset
  • Fixed asset journals
 Fixed Asset Management and Accounting Integration Field Reference

[Optional] We recommend adding the following fields to your page layouts of the Accounting Company object in Accounting:

  • Acquisition Journal Summarization
  • Depreciation Journal Summarization
  • Disposal Journal Summarization

Permission Sets

Permission Sets Added in Summer 2023
Permission Set Further Information
FAM - Company - Edit  Permission Sets and Other Technical Documentation
Permission Sets Updated in Summer 2023
Permission Set Update Description Further Information

FAM - Journal - Read

 This permission set includes the permissions needed to use the Journal Summarization feature. Permission Sets and Other Technical Documentation

Custom Permissions

Custom Permissions Added in Summer 2023
Permission Set Further Information

Manage Journal Summarization

 Permission Sets and Other Technical Documentation

Objects

Objects Added in Summer 2023
Object Further Information
Journal Depreciation Schedule Journal Depreciation Schedule Fields
Journal Fixed Asset Journal Fixed Asset Fields

Fields

Fields Added in Summer 2023
Object Field Further Information
Journal Depreciation Schedule Depreciation Schedule Journal Depreciation Schedule Fields
Journal
Journal Fixed Asset Fixed Asset Journal Fixed Asset Fields
Journal
Junction Id

Lightning Actions

Lightning Actions Added in Summer 2023
Action Object Further Information
Submit for Approval Fixed Asset Fixed Asset Fields

Automatic Journal Creation

Upgrade Steps

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

Included In This Feature

Custom Setting Fields

Custom Setting Fields Added in Summer 2023
Object Field Further Information
Fixed Asset Management Custom Settings Disable Acquisition JNL Auto Creation Fixed Asset Management Custom Settings
Disable Depreciation JNL Auto Creation
Disable Disposal JNL Auto Creation
Custom Setting Fields Renamed in Summer 2023
Object Old Field Name New Field Name Further Information
Fixed Asset Management Custom Settings Disable Accounting Journal Auto Creation Disable Accounting JNL Auto Creation Fixed Asset Management Custom Settings

Fixed Asset Process Management

Upgrade Steps

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

Included In This Feature

Objects

Objects Added in Summer 2023
Object Further Information
Fixed Asset Process Management Fixed Asset Process Management Fields
Fixed Asset Process Management FA Fixed Asset Process Management FA Fields

Fields

Fields Added in Summer 2023
Object Field Further Information
Fixed Asset Batch Job Fixed Asset Process Management Fixed Asset Batch Job Fields
Fixed Asset Process Management Book Types Fixed Asset Process Management Fields
Date
Description
Existing Schedules
Export as of Date
Generation Duration
Generation Period Date
Generation Start Date
Number of Fixed Assets
Specific Date
Status
Fixed Asset Process Management FA Fixed Asset Fixed Asset Process Management FA Fields
Fixed Asset Process Management

Field Sets

Field Sets Added in Summer 2023
Object Field Set Further Information
Fixed Asset Management

Mass Actions

 Fixed Asset Process Management Field Sets

Permission Sets

Permission Sets Added in Summer 2023
Permission Set Further Information

Fixed Asset Management - Depreciation Schedule - Generate and Export

 Permission Sets and Other Technical Documentation
Permission Sets Updated in Summer 2023
Permission Set Update Description Further Information

FAM - Fixed Asset - Manage

 This permission set includes the permissions needed to cancel fixed assets. Permission Sets and Other Technical Documentation

Tabs

Tabs Added in Summer 2023

Tab

 Description

Page
Fixed Asset Process Management Create and manage fixed asset processes. Fixed Asset Process Management

Lightning Components

Lightning Components Added in Summer 2023

Component

 Object Description

Further Information
Fixed Asset Process Management Lines Panel Fixed Asset Process Management Displays fixed asset process lines on the Fixed Asset Process Management record page. Fixed Asset Process Management Fields

Lightning Record Pages

Lightning Record Pages Added in Summer 2023

Page

Object

 Tabs Description

Further Information
Fixed Asset Process Management Lightning Page Fixed Asset Process Management Details

This page enables users to:

  • Specify depreciation schedule settings for a fixed asset process
  • View the assets associated with a fixed asset process
  • View the status of a fixed asset batch job
 Fixed Asset Process Management Fields
Line Items
Related

Lightning Actions

Lightning Actions Added in Summer 2023

Action

Object

Further Information
Delete Fixed Asset Process Management Fixed Asset Process Management Fields
Generate Depreciation Schedules
Generate Depreciation Schedules and Journals

Release Content

Upgrade Steps

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