SECTIONSSetting up Order and Inventory Management – Accounting Connector
Installations are carried out by the Certinia Onboarding team. To install the Order and Inventory Management – Accounting Connector package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
Certinia Help Summer 2023 requires the following Certinia packages to be installed:
- Accounting Summer 2023 or newer
- Order and Inventory Management Summer 2023 or newer
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure Order and Inventory Management – Accounting Connector.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Assign the required permission sets to the relevant users. | Permission Sets and Other Technical Documentation |
| 2 | Add the connector fields, buttons, and related lists to the relevant page layouts, list views, and Lightning pages. | |
| 3 | Configure the relevant connector settings. | OIM – Accounting Connector Admin Page |
| 4 | [Optional] Review the default mappings and customize field-level mappings. | Viewing Mappings |
| 5 | Populate the picklist values for the Company Name picklist on the Account, Purchase Order, Sales Order, and Service Contract objects. | Populating the Company Name Picklist Values |
| 6 | If you used Order and Inventory Management without Accounting before installing the connector, ensure that the existing records contain the required fields. | Initial Data Setup |
| 7 | Map GL accounts to general ledger accounts. | Mapping Order and Inventory Management GL Accounts to Accounting General Ledger Accounts |
| 8 | Map line types to products. | Mapping Order and Inventory Management Line Types to Products |
| 9 | [Optional] Schedule background execution of flows. | Managing Scheduled Jobs |