Setting up Change Requests for Purchase Contracts

The Change Requests for Purchase Contracts feature enables users to make changes to their active purchase contracts by creating change requests. At the same time it offers them a version control system that helps them keep track of all changes applied. This section explains how to set up this feature in Order and Inventory Management.

Note: You must be signed in as the System Administrator to make the changes required to enable this feature.

Step 1: Assign Permissions

Ensure that the permission set below is assigned to the corresponding users.

Permission Set
Permission Set Assign To
OIM - Manage Purchase Contracts

Users who will manage purchase contract change requests.

For information about permissions sets and how to assign them, see:

Step 2: Set Default Record Types

Set the record type listed below as the default record type for the indicated object on all the specified profiles.

Record Type to Set as Default
Object Record Type to Set as Default

Assign To
Purchase Contract Purchase Contract Profiles of users with the OIM - Manage Purchase Contracts permission set.

For more information, search for "Assign Record Types to Profiles" in the Salesforce Help.

Step 3: Activate Lightning Pages

Ensure that the Lightning record page listed below is activated.

Lightning Record Page

Lightning Record Page Description
Purchase Contract Lightning Page Default Purchase Contract Lightning Record Page
Note: If you are using your own custom Lightning record pages instead of the ones provided by Certinia, you must add the OIM Change Requests Related List Lightning component to your own custom Lightning record page for purchase contracts.

For more information on how to activate Lightning pages, search for "Activate Lightning Experience Record Pages” in the Salesforce Help.

Step 4: Add Related Lists to Page Layouts

Add the related list in the table below to the indicated layout.

Related List to Add to Layout
Object Layout

Related List
Purchase Contract Purchase Contract Layout Related Contracts
Note: If you are using your own custom layouts, ensure you add the Related Contracts related list to the corresponding layout for purchase contracts.

For more information on how to add related lists to layouts, search for "Add Related Lists to Page Layouts" in the Salesforce Help.