SECTIONSUpgrading to Order and Inventory 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.
For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Order and Inventory 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.
Supply Chain Management Is Now Order and Inventory Management
Upgrade Steps
No upgrade steps are required for the name change. Most labels are automatically updated.
Included in This Feature
This section details the items that have been updated in this release for the name change.
Order and Inventory Management
Objects
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__Line_Type_to_Product_Mapping__c | SCM Line Type to Product Mapping | OIM Line Type to Product Mapping | OIM Line Type to Product Mapping Fields |
Custom Settings
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__Permission_Settings__c | SCM Permission Settings | OIM Permission Settings | OIM Permission Settings |
| SCMC__SCM_Plugins__c | SCM Plugins | OIM Plugins | OIM Plugins |
Custom Metadata Record Types
| API Name | Original Label | New Label |
|---|---|---|
| SCMC__SCM_Custom_Plugin__mdt | SCM Custom Plugin | OIM Custom Plugin |
Object Fields
| Object | Field API Name | Original Label | New Label | Further Information |
|---|---|---|---|---|
| GL Account | SCMC__SCM_Account__c | SCM Account | OIM Account | GL Account Fields |
| Pick-list Detail | SCMC__Currency__c | SCM Currency | OIM Currency | Picklist Fields |
| Return Material Authorization | SCMC__Currency__c | SCM Currency of Shipped Value | OIM Currency of Shipped Value | Return Material Authorization Fields |
Custom Setting Fields
| Custom Setting | Field API Name | Original Label | New Label | Further Information |
|---|---|---|---|---|
| OIM Permission Settings | SCMC__Disable_New_Checks__c | Disable New Checks | Disable Permission Checks | OIM Permission Settings |
Custom Metadata Record Type Fields
| API Name | Original Label | New Label |
|---|---|---|
| Name | SCM Custom Plugin | OIM Custom Plugin |
Buttons
| Object |
Type |
API Name | Original Label | New Label | Further Information |
|---|---|---|---|---|---|
| Opportunity | Detail Page Button | SCMC__Create_Customer_Quote | Create Customer Quote | Create Customer Quotation | Opportunity Fields |
Tabs
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__Line_Type_to_Product_Mapping__c | SCM Line Type to Product Mappings | OIM Line Type to Product Mappings | Mapping OIM Line Types to Salesforce Products |
| SCMC__SCM_Task_Launcher | SCM Task Launcher | OIM Task Launcher | OIM Task Launcher Overview |
| SCMC__Tax_Breakdown_Mappings | SCM Avalara Tax Breakdown Mappings |
OIM Avalara Tax Breakdown Mappings |
Customizing Tax Breakdown Mappings for OIM Line Objects |
Lightning Pages
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__TaxBreakdownMappings | SCM Avalara Tax Breakdown Mappings | OIM Avalara Tax Breakdown Mappings |
Customizing Tax Breakdown Mappings for OIM Line Objects For more information about Lightning pages, see the Salesforce Help. |
| SCMC__SCMTaskLauncher | SCM Task Launcher Lightning Page | OIM Task Launcher |
For more information about Lightning pages, see the Salesforce Help. |
Lightning Components
| API Name | Original Label | New Label |
|---|---|---|
| SCMC:actionQueuesCycleCountManagement | SCM Action Queues Cycle Count | OIM Action Queues Cycle Count |
| SCMC:actionQueuesInspectionManagement | SCM Action Queues Inspection | OIM Action Queues Inspection |
| SCMC:actionQueuesProductionManagement | SCM Action Queues Production | OIM Action Queues Production |
| SCMC:actionQueuesPutAwayInventoryManagement | SCM Action Queues Put Away Inventory | OIM Action Queues Put Away Inventory |
| SCMC:actionQueuesShippingManagement | SCM Action Queues Shipping | OIM Action Queues Shipping |
| SCMC:actionQueuesWarehouseManagement | SCM Action Queues Warehouse | OIM Action Queues Warehouse |
| SCMC:apVoucherActionPanel | SCM AP Voucher Actions | OIM AP Voucher Actions |
| SCMC:apVoucherLineCreditItemsGrid | SCM AP Voucher Line Credit Items Grid | OIM AP Voucher Line Credit Items Grid |
| SCMC:apVoucherLineItemsGrid | SCM AP Voucher Line Items Grid | OIM AP Voucher Line Items Grid |
| SCMC:purchaseContractChangeRequestsRelatedList | SCM Change Requests Related List | OIM Change Requests Related List |
| SCMC:customerReturnLineRelatedList | SCM Customer Return Lines Related List | OIM Customer Return Lines Related List |
| SCMC:purchaseContractLinesGrid | SCM Purchase Contract Lines Grid | OIM Purchase Contract Lines Grid |
| SCMC:purchaseOrderActionPanel | SCM Purchase Order Actions | OIM Purchase Order Actions |
| SCMC:purchaseOrderLineItemsGrid | SCM Purchase Order Line Items Grid | OIM Purchase Order Line Items Grid |
| SCMC:receiptLineAttachedDocumentRelatedList | SCM Receipt Line Attached Document Related List | OIM Receipt Line Attached Document Related List |
| SCMC:receiptLineItemsGrid | SCM Receipt Line Items Grid | OIM Receipt Line Items Grid |
| SCMC:recordSummarySection | SCM Record Summary Section | OIM Record Summary Section |
| SCMC:requisitionLineItemsGrid | SCM Requisition Line Items Grid | OIM Requisition Line Items Grid |
| SCMC:salesOrderActionPanel | SCM Sales Order Actions | OIM Sales Order Actions |
| SCMC:scmTaskLauncher | SCM Task Launcher | OIM Task Launcher |
| SCMC:scmTaxCalculationSettings | SCM Tax Calculation Settings | OIM Tax Calculation Settings |
| SCMC:actionQueuesReceivingManagement | SCM Action Queues Receiving | OIM Action Queues Receiving |
| SCMC:calculateTaxGeneric | SCM Calculate Tax | OIM Calculate Tax |
| SCMC:orgAddressValidation | SCM External Tax Org Address Validation | OIM External Tax Org Address Validation |
| SCMC:scmTaxCalculationObjectSetting | SCM Tax Calculation Settings per Document | OIM Tax Calculation Settings per Document |
| SCMC:sobjectFieldSelectorCombobox | SCM Select Field Drop-Down Menu | Select Field Drop-Down Menu |
Permission Sets
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__Check_and_Adjust_Inventory | SCM - Check and Adjust Inventory | OIM - Check and Adjust Inventory |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| SCMC__Complete_Production_Orders | SCM - Complete Production Orders | OIM - Complete Production Orders | |
| SCMC__Help_Pages | SCM - Help Pages | OIM - Help Pages | |
| SCMC__Initiate_Acquisitions | SCM - Initiate Acquisitions | OIM - Initiate Acquisitions | |
| SCMC__Initiate_Customer_Returns | SCM - Initiate Customer Returns | OIM - Initiate Customer Returns | |
| SCMC__Initiate_Inventory_Transfers | SCM - Initiate Inventory Transfers | OIM - Initiate Inventory Transfers | |
| SCMC__Initiate_Order_Fulfillments | SCM - Initiate Order Fulfillments | OIM - Initiate Order Fulfillments | |
| SCMC__Initiate_Production_Orders | SCM - Initiate Production Orders | OIM - Initiate Production Orders | |
| SCMC__Manage_Accounts | SCM - Manage Accounts | OIM - Manage Accounts | |
| SCMC__Manage_AP_Vouchers | SCM - Manage AP Vouchers | OIM - Manage AP Vouchers | |
| SCMC__Manage_Backorders | SCM - Manage Backorders | OIM - Manage Backorders | |
| SCMC__Manage_Bills_of_Material | SCM - Manage Bills of Material | OIM - Manage Bills of Material | |
| SCMC__Manage_Customer_Quotations | SCM - Manage Customer Quotations | OIM - Manage Customer Quotations | |
| SCMC__Manage_Inventory_Infrastructure | SCM - Manage Inventory Infrastructure | OIM - Manage Inventory Infrastructure | |
| SCMC__Manage_Inventory_Receipt_Attachments | SCM - Manage Inventory Receipt Attachments | OIM - Manage Inventory Receipt Attachments | |
| SCMC__Manage_Inventory_Transfers | SCM - Manage Inventory Transfers | OIM - Manage Inventory Transfers | |
| SCMC__Manage_Invoices | SCM - Manage Invoices | OIM - Manage Invoices | |
| SCMC__Manage_Items | SCM - Manage Items | OIM - Manage Items | |
| SCMC__Manage_Payment_Terms | SCM - Manage Payment Terms | OIM - Manage Payment Terms | |
| SCMC__Manage_Prices_and_Price_Lists | SCM - Manage Prices and Price Lists | OIM - Manage Prices and Price Lists | |
| SCMC__Manage_Purchase_Contracts | SCM - Manage Purchase Contracts | OIM - Manage Purchase Contracts | |
| SCMC__Manage_Rebate_Claims | SCM - Manage Rebate Claims | OIM - Manage Rebate Claims | |
| SCMC__Manage_Rebates | SCM - Manage Rebates | OIM - Manage Rebates | |
| SCMC__Manage_Requisitions | SCM - Manage Requisitions | OIM - Manage Requisitions | |
| SCMC__Manage_Returns_to_Vendor | SCM - Manage Returns to Vendor | OIM - Manage Returns to Vendor | |
| SCMC__Manage_Sales_Responsibilities | SCM - Manage Sales Responsibilities | OIM - Manage Sales Responsibilities | |
| SCMC__Manage_Sourcing_Requests | SCM - Manage Sourcing Requests | OIM - Manage Sourcing Requests | |
| SCMC__Manage_Suppliers | SCM - Manage Suppliers | OIM - Manage Suppliers | |
| SCMC__Process_Acquisitions | SCM - Process Acquisitions | OIM - Process Acquisitions | |
| SCMC__Process_Customer_Returns | SCM - Process Customer Returns | OIM - Process Customer Returns | |
| SCMC__Process_Sales_Orders | SCM - Process Sales Orders | OIM - Process Sales Orders | |
| SCMC__View_AP_Vouchers | SCM - View AP Vouchers | OIM - View AP Vouchers | |
| SCMC__View_Backorders | SCM - View Backorders | OIM - View Backorders | |
| SCMC__View_Bills_of_Material | SCM - View Bills of Material | OIM - View Bills of Material | |
| SCMC__View_Customer_Addresses_and_Standard_Orders | SCM - View Customer Addresses and Standard Orders | OIM - View Customer Addresses and Standard Orders | |
| SCMC__View_Customer_Returns | SCM - View Customer Returns | OIM - View Customer Returns | |
| SCMC__View_Inventory_Receipt_Attachments | SCM - View Inventory Receipt Attachments | OIM - View Inventory Receipt Attachments | |
| SCMC__View_Invoices | SCM - View Invoices | OIM - View Invoices | |
| SCMC__View_Items_and_Inventory | SCM - View Items and Inventory | OIM - View Items and Inventory | |
| SCMC__View_Payment_Terms | SCM - View Payment Terms | OIM - View Payment Terms | |
| SCMC__View_Prices_and_Price_Lists | SCM - View Prices and Price Lists | OIM - View Prices and Price Lists | |
| SCMC__View_Production_Orders | SCM - View Production Orders | OIM - View Production Orders | |
| SCMC__View_Purchase_Order_Receipts | SCM - View Purchase Order Receipts | OIM - View Purchase Order Receipts | |
| SCMC__View_Purchase_Orders | SCM - View Purchase Orders | OIM - View Purchase Orders | |
| SCMC__View_Requisitions | SCM - View Requisitions | OIM - View Requisitions | |
| SCMC__View_Sales_Orders | SCM - View Sales Orders | OIM - View Sales Orders | |
| SCMC__View_Sourcing_Requests | SCM - View Sourcing Requests | OIM - View Sourcing Requests | |
| SCMC__View_Suppliers | SCM - View Suppliers | OIM - View Suppliers |
Permission Set Groups
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__Accounts_Payable | SCM - Accounts Payable | Certinia - OIM - Accounts Payable |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| SCMC__Accounts_Receivable | SCM - Accounts Receivable | Certinia - OIM - Accounts Receivable | |
| SCMC__Pricing_Manager | SCM - Pricing Manager | Certinia - OIM - Pricing Manager | |
| SCMC__Procurement_Clerk | SCM - Procurement Clerk | Certinia - OIM - Procurement Clerk | |
| SCMC__Procurement_Manager | SCM - Procurement Manager | Certinia - OIM - Procurement Manager | |
| SCMC__Sales_Manager | SCM - Sales Manager | Certinia - OIM - Sales Manager | |
| SCMC__Sales_Representative | SCM - Sales Representative | Certinia - OIM - Sales Representative | |
| SCMC__Warehouse_Manager | SCM - Warehouse Manager | Certinia - OIM - Warehouse Manager | |
| SCMC__Warehouse_Worker | SCM - Warehouse Worker | Certinia - OIM - Warehouse Worker |
Feature Console Features
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| SCMC__LightningPageAssignment | Lightning Page Assignment | Lightning Page Assignments | Updating Lightning Record Pages |
| SCMC__AcquisitionProcessEnhancements | SCM Acquisition Process Enhancements | Acquisition Process Enhancements | Enabling the Acquisition Process Enhancements Feature |
| SCMC__DataMigration | Data Migration | OIM – Accounting Connector Migration | Using the OIM – Accounting Connector Migration Feature |
| SCMC__IndirectProcurement | SCM Indirect Procurement | Indirect Procurement | Enabling the Indirect Procurement Feature |
| SCMC__SCMCapExIntegration | SCM Capital Expenditure Integration | OIM to FAM for Capital Expenditure | OIM to FAM for Capital Expenditure |
| SCMC__SwitchOnCustomerReturn | SCM Switch on Enhanced Customer Returns | Enhanced Customer Returns | Enabling the Enhanced Customer Returns Feature |
| SCMC__ConsolidatedInvoicing | SCM to BC for Consolidated Invoicing | OIM to BC for Consolidated Invoicing | Enabling the OIM to BC for Consolidated Invoicing Feature |
Order and Inventory Management Workspaces
Lightning Components
| API Name | Original Label | New Label |
|---|---|---|
| scmws:countPurchaseContractsExpiringSoon | SCMW Purchase Contracts Expiring Soon | OIM Workspaces - Purchase Contracts Expiring Soon |
Permission Sets
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| scmws__SCM_Workspaces_Order_Fulfillment_Manager | SCM - Workspaces - Order Fulfillment Workspace | OIM Workspaces - Order Fulfillment |
Permission Sets and Other Technical Documentation For more information about permission sets, see the Salesforce Help. |
| scmws__SCM_Workspaces_Procurement_Manager | SCM - Workspaces - Procurement Workspace | OIM Workspaces - Procurement |
Certinia Help
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2023. For more information, see Upgrading to Foundations Summer 2023.
Included in This Feature
This section details the items that have been added or updated in this release for this feature.
Permission Sets
|
Permission Set |
Update Description |
Further Information |
|---|---|---|
| OIM - Check and Adjust Inventory |
These permission sets now include the required permissions to benefit from the new feature. |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| OIM - Complete Production Orders | ||
| OIM - Initiate Acquisitions | ||
| OIM - Initiate Customer Returns | ||
| OIM - Initiate Inventory Transfers | ||
| OIM - Initiate Order Fulfillments | ||
| OIM - Initiate Production Orders | ||
| OIM - Manage AP Vouchers | ||
| OIM - Manage Accounts | ||
| OIM - Manage Backorders | ||
| OIM - Manage Bills of Material | ||
| OIM - Manage Customer Quotations | ||
| OIM - Manage Inventory Infrastructure | ||
| OIM - Manage Inventory Receipt Attachments | ||
| OIM - Manage Inventory Transfers | ||
| OIM - Manage Invoices | ||
| OIM - Manage Items | ||
| OIM - Manage Payment Terms | ||
| OIM - Manage Prices and Price Lists | ||
| OIM - Manage Purchase Contracts | ||
| OIM - Manage Rebate Claims | ||
| OIM - Manage Rebates | ||
| OIM - Manage Requisitions | ||
| OIM - Manage Sales Responsibilities | ||
| OIM - Manage Sourcing Requests | ||
| OIM - Manage Suppliers | ||
| OIM - Process Acquisitions | ||
| OIM - Process Customer Returns | ||
| OIM - Process Sales Orders | ||
| OIM - View AP Vouchers | ||
| OIM - View Backorders | ||
| OIM - View Bills of Material | ||
| OIM - View Customer Addresses and Standard Orders | ||
| OIM - View Customer Returns | ||
| OIM - View Inventory Receipt Attachments | ||
| OIM - View Invoices | ||
| OIM - View Items and Inventory | ||
| OIM - View Payment Terms | ||
| OIM - View Prices and Price Lists | ||
| OIM - View Production Orders | ||
| OIM - View Purchase Order Receipts | ||
| OIM - View Purchase Orders | ||
| OIM - View Requisitions | ||
| OIM - View Sales Orders | ||
| OIM - View Sourcing Requests | ||
| OIM - View Suppliers |
Lightning Apps
|
Lightning App |
Update Description |
Further Information |
|---|---|---|
| Acquisition Process | We've added the Certina Help utility bar to these apps. This utility bar contains the Certinia Help Lightning component, which provides access to the Certinia Help. | Certinia Help Overview |
| Acquisition Process Setup | ||
| Action Queues | ||
| Inventory Management | ||
| Order Fulfillment Process | ||
| Order Fulfillment Process Setup | ||
| Rebates | ||
| Receiving and Shipping |
Accruals for Intangible Items
Upgrade Steps
To start using this feature in Summer 2023, take the following action.
| Step | Actions | Further Information |
|---|---|---|
| 1 | Perform Step 4 in the Indirect Procurement feature of the Feature Console to add the Accrual for Intangible field to the Product Group page layout. | Enabling the Indirect Procurement Feature |
| 2 | Select the Allow Accrual for Intangible field in the Product Group records for which we want to create accruals. | Product Group Fields |
Included In This Feature
Permission Sets
| Permission Sets | Update Description | Further Information |
|---|---|---|
| OIM - Manage Items | Allow viewing and editing the Accrual for Intangible field on the Product Group object. |
Fields
| Field | Object | Description | Further Information |
|---|---|---|---|
| Allow Accrual for Intangible | Product Group |
Indicates whether items in the product group can be accrued for intangible items. When selected, it allows for accrual of intangible items and generates transactions such as ITPR and ITFR records for intangible items when creating a receipt. |
Product Group Fields |
Purchase Contracts
Upgrade Steps
To upgrade this feature to Summer 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that the users who are going to manage purchase contracts are assigned at least the OIM - Manage Purchase Contracts permissions set. |
Permission Sets and Other Technical Documentation Assigning and Removing Permission Sets For more information about permission sets, see the Salesforce Help. |
|
Ensure that the Purchase Contract Lightning Page is activated. |
For information about activating Lightning Experience record pages, see the Salesforce Help. |
|
Add the new Effective Date of Cancellation, End of Contract Notes, and Reason for Cancellation fields to the Purchase Contract Layout page. If you use other page layouts, you must add these fields manually. |
For more information about page layouts, see the Salesforce Help. |
|
If you are using your own purchase contract page layouts, add the new Clone Lightning action manually. |
For more information about Lightning actions, see the Salesforce Help. |
|
If you want to benefit from the new End Purchase Contract Lightning action's functionality, we recommend you add it to the Purchase Contract Layout page, or your own purchase contract page layouts, and remove the Cancel Purchase Contract action from them. |
Included in This Feature
This section details the items that have been added or updated in this release for this feature.
Permission Sets
|
Permission Set |
Update Description |
Further Information |
|---|---|---|
| OIM - Manage Purchase Contracts |
Now include the permissions required to benefit from the enhancements introduced with this feature. |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| OIM - Initiate Acquisitions | ||
| OIM - Process Acquisitions | ||
| OIM - View Purchase Orders | ||
| OIM Super User |
Custom Permissions
| Custom Permission |
Description |
Further Information |
|---|---|---|
| View Summary Detail Purchase Contract Line Items | This custom permission enables you to view the new Summary Detail tree grid on purchase contracts lines. It is included in the OIM - Manage Purchase Contracts and OIM Super User permission sets. |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
Fields
| Field |
Object |
Description |
Further Information |
|---|---|---|---|
| Effective Date of Cancellation | Purchase Contract |
The date on which the purchase contract is canceled. |
|
| End of Contract Notes | Notes about the cancellation of the purchase contract. | ||
| Reason for Contract Cancellation | The reason for canceling the contract. |
Field Sets
|
Field Set |
Object |
Description |
Further Information |
|---|---|---|---|
| Purchase Contract Lines Summary Detail Columns | Purchase Order Line Item | Defines the columns that display in the Purchase Contract Line Items grid on the Summary Detail view |
Purchase Order Line Item Field Sets For more information about field sets, see the Salesforce Help. |
|
Recurring Purchase Order Fields |
Purchase Contract Line |
Used by the New Recurring Purchase Order grid. Defines the columns that display in the grid. |
Purchase Contract Line Field Sets For more information about field sets, see the Salesforce Help. |
Page Layouts
|
Page Layout |
Update Description | Object | Further Information |
|---|---|---|---|
| Purchase Contract Layout page |
This layout now includes the new End Purchase Contract and Clone Lightning actions, as well as the new Effective Date of Cancellation, End of Contract Notes, and Reason for Contract Cancellation fields introduced for this feature. |
Purchase Contract |
For more information about page layouts, see the Salesforce Help. |
Lightning Pages
| Page |
Update Description |
Further Information |
|---|---|---|
| Purchase Contract Lightning page | This page now includes the new End Purchase Contract and Clone Lightning actions introduced with this feature. |
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. |
Lightning Components
| Component |
Where Is This Used? |
Update Description |
Further Information |
|---|---|---|---|
| OIM Purchase Contract Lines Grid | Purchase Contract Lightning Page |
This component now uses the new Purchase Contract Lines Summary Detail Columns field set, which defines the columns that display in the Summary Detail view. |
Lightning Actions
|
Component |
Where is it used? |
Description |
Further Information |
|---|---|---|---|
| End Purchase Contract | Purchase Contract Lightning page | Cancels a purchase contract and its associated purchase orders. | |
| Clone | Purchase Contract Lightning page | Clones a purchase contract and all of its lines. |
Purchase Orders
Upgrade Steps
To upgrade this feature to Summer 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that the users that are going to create recurring purchase have been assigned at least the following permissions sets:
|
|
|
Ensure that the Acquisition Process Enhancements Feature Console feature is enabled. This Feature Console feature enables you to configure the recurring purchase order functionality.
If you use your own page layouts, ensure all the relevant fields and buttons are already added. |
Enabling the Acquisition Process Enhancements Feature |
|
Ensure that both the Purchase Contract Lightning Page and the Purchase Order Lightning Page are activated.
If you use your own record pages, ensure the New Recurring Purchase OrderLightning action is added to the relevant pages for the Purchase Contract object. 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 OIM - Initiate Acquisitions permission set. |
For information about activating Lightning Experience record pages, see the Salesforce Help. For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. |
|
Add the new Batch field to the following page layouts on the Purchase Order object:
If you use other page layouts, you must add this field to such layouts. |
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.
Permission Sets
| Permission Set |
Update Description |
Further Information |
|---|---|---|
| OIM - Initiate Acquisitions |
Now include the permissions required to benefit from the enhancements introduced with this feature. |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| OIM - Manage Purchase Contracts |
Fields
| Field |
Object |
Description |
Further Information |
|---|---|---|---|
| Batch | Purchase Order |
A batch number to identify sets of recurring purchase orders that are simultaneously created from a purchase contract at one operation. Each set is assigned a different batch number. |
Purchase Order Fields |
Page Layouts
|
Page Layout |
Update Description | Object | Further Information |
|---|---|---|---|
| Approved Drop Ship |
These layouts now include the new Batch field introduced for this feature in this release. |
Purchase Order |
For more information about page layouts, see the Salesforce Help. |
| Approved Purchase Order | |||
| Drop Ship Purchase Order | |||
| Purchase Order Layout |
Action Queues
Upgrade Steps
To upgrade this feature to Summer 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that the OIM - Process Customer Returns Permission set is assigned to your user group. |
Permission Sets and Other Technical DocumentationAssigning and Removing Permission Sets 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 Order and Inventory Management.
Permission Sets
|
Permission Set |
Update Description |
Further Information |
|---|---|---|
|
Receiving Tab Receiving Controller Receipt Line Items Controller |
These custom permissions have been updated in the OIM - Process Customer Returns permission set to manage customer returns through the Action Queues - Receiving tab - Customer Return tab. |
Permission Sets and Other Technical DocumentationOrder and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
Field Sets
|
Field Set |
Object |
Update Description | Further Information |
|---|---|---|---|
| Receiving Customer Return Fields | Customer Return | Defines the fields that appear in the Customer Return grid on the Receiving tab of the Action Queues Lightning page. |
For more information about field sets, see the Salesforce Help. |
| Receiving Customer Return Line Fields | Customer Return Line |
Defines the fields that appear in the Customer Return grid detail window on the Receiving tab of the Action Queues Lightning page. |
For more information about field sets, see the Salesforce Help. |
| Receiving Customer Exchange Fields | Exchange Order | Defines the fields that appear in the Customer Exchange grid on the Receiving tab of the Action Queues Lightning page |
For more information about field sets, see the Salesforce Help. |
AP Vouchers
Upgrade Steps
To upgrade this feature to Summer 2023, take the following action.
|
Action |
Further Information |
|---|---|
| Update the AP Voucher page layout to make the Purchase Order field non-mandatory. | For more information about page layouts, see the Salesforce Help. |
|
Add the Purchase Order Type field to the AP Voucher page layout of the AP Voucher object. If you use your own page layouts, you must add the field to them manually. |
|
| [Optional] Add the Supplier Site field to the AP Voucher Compact Layout page layout of the AP Voucher object. If you use your own page layouts, you must add the field to them manually. | |
| Add the System PO Line Number field to the AP Voucher Selection field set on the Purchase Order Line Item object. | For more information about field sets, see the Salesforce Help. |
|
If you have Order and Inventory Management – Accounting Connector installed, add the following fields to the AP Voucher Selection field set on the Purchase Order Line Item object:
|
Included in This Feature
This section details the items that have been added or updated in this release for this feature.
Permission Sets
| Permission Set | Update Description | Further Information |
|---|---|---|
| OIM - Manage AP Vouchers | These permission sets now include the permissions needed to view the purchase order type. |
Permission Sets and Other Technical Documentation Order and Inventory Management Functional Permissions Overview For more information about permission sets, see the Salesforce Help. |
| OIM - View AP Vouchers |
Fields
| Field | Object | Description | Further Information |
|---|---|---|---|
| Purchase Order Type | AP Voucher | The type of the purchase order referenced by an AP voucher. | AP Voucher Fields |
Custom Setting Fields
| Custom Setting | Custom Field | Description | Further Information |
|---|---|---|---|
| Batch Settings | AP Voucher Lines from PO Lines Threshold | The maximum number of AP voucher lines that can be added from purchase order lines immediately (synchronously). | Batch Settings |
Page Layouts
| Layout | Object | Description | Further Information |
|---|---|---|---|
| AP Voucher Page Layout | AP Voucher | This layout now includes the Purchase Order Type field. | For more information about page layouts, see the Salesforce Help. |
| AP Voucher Compact Layout | This layout now includes the Supplier Site field. |
Core Avalara AvaTax Integration
Included in This Feature
This section details the items that have been added or updated in this release for this feature.
Fields
|
Field |
Object |
Description |
Further Information |
|---|---|---|---|
| Posting Tax to Avalara Optional | AP Voucher |
For system use. Indicates whether posting tax to Avalara AvaTax is optional. Used to determine the visibility of the Post Tax and Commit Tax buttons on the AP Voucher Lightning page. |
|
| Editable AP Voucher Line Name | AP Voucher Line | For system use. Used to enable the Foundations Transform service to edit the record. | AP Voucher Fields |
| Posting Tax to Avalara Optional | AP Voucher Credit |
For system use. Indicates whether posting tax to Avalara AvaTax is optional. Used to determine the visibility of the Post Tax and Commit Tax buttons on the AP Voucher Credit Lightning page. |
|
| Editable AP Voucher Line Credit Name | AP Voucher Line Credit | For system use. Used to enable the Foundations Transform service to edit the record. | AP Voucher Credit Fields |
| Editable Credit Invoice Line Name | Credit Invoice Line | For system use. Used to enable the Foundations Transform service to edit the record. | Credit Invoice Fields |
| Editable Customer Quotation Line Name | Customer Quotation Line | For system use. Used to enable the Foundations Transform service to edit the record. | Customer Quotation Fields |
| Posting Tax to Avalara Optional | Invoicing |
For system use. Indicates whether posting tax to Avalara AvaTax is optional. Used to determine the visibility of the Post Tax and Commit Tax buttons on the Invoicing Lightning page. |
|
| Editable Invoice Line Name | Invoice Line Item | For system use. Used to enable the Foundations Transform service to edit the record. | Invoicing Fields |
| Editable Purchase Order Line Item Name | Purchase Order Line Item Name | For system use. Used to enable the Foundations Transform service to edit the record. | Purchase Order Fields |
| Editable Sales Order Line Item Name | Sales Order Line Item Name | For system use. Used to enable the Foundations Transform service to edit the record. | Sales Order Fields |
Improved Order and Inventory Management – Accounting Connector
Upgrade Steps
For more information about the steps required to upgrade Order and Inventory Management – Accounting Connector, see Upgrading to Order and Inventory Management – Accounting Connector Summer 2023.
Included in This Feature
This section details the items that have been added in this release for this feature.
Lightning Actions
| Object | Action | Description | Further Information |
|---|---|---|---|
| AP Voucher | Create Payable Invoice | Creates a payable invoice from the AP voucher. | AP Voucher Fields |
| AP Voucher Credit | Create Payable Credit Note | Creates a payable credit note from the AP voucher credit | AP Voucher Credit Fields |
| Credit Invoice | Create Sales Credit Note | Creates a sales note in Accounting from the credit invoice. | Credit Invoice Fields |
| Invoicing | Create Sales Invoice | Creates a sales invoice from the invoice. | Invoicing Fields |
Custom Permissions
| Custom Permission | Description | Further Information |
|---|---|---|
| Create Payable Invoices and Credit Notes from AP Vouchers and AP Voucher Credits | View the Create Payable Invoice action on AP vouchers and the Create Payable Credit Note action on AP voucher credits. This only makes the actions available on the managed record pages. Further permissions are required to perform the actions. | Permission Sets and Other Technical Documentation |
| Create Sales Invoices and Credit Notes from OIM Invoices and Credit Invoices | View the Create Sales Invoice action on OIM invoices and the Create Sales Credit Note action on credit invoices. This only makes the actions available on the managed record pages. Further permissions are required to perform the actions. |
Release Content
Upgrade Steps
If you are upgrading from a previous version, see Upgrading to In-App Guidance Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.