New Features and Enhancements in Order and Inventory Management Summer 2023

The following new features have been introduced in the Summer 2023 release of Order and Inventory Management.

If you are upgrading from a previous version, see Upgrading to Order and Inventory Management Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

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.

Supply Chain Management Is Now Order and Inventory Management

Supply Chain Management (SCM) is now Order and Inventory Management. The package for the core product has been renamed Order and Inventory Management and the related product packages have also been renamed accordingly. The table below provides a summary of the product name changes in the SCM suite.

Old Package Name	New Package Name
SCM	Order and Inventory Management
AdvancedQuoting	Advanced Quoting
SCM-FFA Connector	Order and Inventory Management – Accounting Connector
AvaTax for SCM	Order and Inventory Management Direct for Avalara
SCMAVAFFA	Order and Inventory Management – Avalara – Accounting Connector
SCM Workspaces	Order and Inventory Management Workspaces

We have updated all the relevant labels in the packages. If you are upgrading from a previous version, some labels might not be automatically updated.

We have also made the required updates in our Help so that our content is aligned with the name changes.

For a summary of the items that have been updated for each product as a result of the renaming changes in the Order and Inventory Management suite, see:

• Upgrading to Order and Inventory Management Summer 2023
• Upgrading to Advanced Quoting Summer 2023
• Upgrading to Order and Inventory Management – Accounting Connector Summer 2023
• Upgrading to Order and Inventory Management Direct for Avalara Summer 2023
• Upgrading to Order and Inventory Management – Avalara – Accounting Connector Summer 2023

Certinia Help

We have updated all Order and Inventory Management apps to include the Certinia Help utility bar. This utility bar contains the Certinia Help Lightning component, which enables you to easily access documentation that is relevant to the process you’re completing or the page you’re viewing.

For more information about using the new Certinia Help, see Certinia Help Overview.

Accruals for Intangible Items

Prior to this release, it was only possible to create receipts and accrue tangible purchase order lines. With this release, you can now accrue purchase order lines that are linked with intangible product groups. This enhancement in functionality provides a more comprehensive and inclusive approach to procurement and inventory management.

To enable accrual for intangible purchase order lines when creating a receipt, a new Allow Accrual for Intangible field is added to the Product Group object and its corresponding page layout. First, you must enable the Indirect Procurement feature in the Feature Console, and then, select the Allow Accrual for Intangible field from the Product Group object.

For more information, see:

• Accruals for Intangible Items
• Enabling the Indirect Procurement Feature
• Creating a Purchase Order Receipt
• Accrual Transactions
• Creating Product Groups
• Product Group Fields

Purchase Contracts

In this release, we have included a number of enhancements in purchase contracts and change requests.

Editing Multiple Purchase Contract Lines

We have improved the user experience with a new feature that provides more flexibility when you edit several purchase contract lines at once. You can now edit any numeric or text fields, and apply the changes to all the selected lines from a purchase contract's Line Items tab by clicking the Update selected n items checkbox.

Cloning and Ending a Purchase Contract

You can now clone a Purchase Contract record type and all of its lines with the new Clone action, which is available in the action menu at the top of the record page.

In addition, you can now cancel a purchase contract and its associated purchase orders with the new action End Purchase Contract. When you end a purchase contract, you can add relevant information in the new fields available: Effective Date of Cancellation, End of Contract Notes, and Reason for Contract Cancellation.

New Summary Detail Grid for Purchase Contract Line Items

You can now access a tree grid displaying a comprehensive overview of all the purchase contract lines associated with a Purchase Contract record type with "Active", "Completed", "Expired", "Canceled", or custom status by clicking in the Line Items tab's toolbar.

In this new Summary Detail grid, you can click and to expand or collapse relevant information about the purchase orders and purchase order lines associated with each purchase contract line. Purchase contract lines with no associations aren't displayed in the grid.

New Field Set for Recurring Purchase Orders

We have added a new Recurring Purchase Order Fields field set in the Purchase Contract Line object that is used on the New Recurring Purchase Order window that opens when you click New Recurring Purchase Order on a purchase contract.

For more information, see Purchase Contract Line Field Sets

Purchase Orders

In this release, we have included a number of enhancements in recurring purchase orders.

Better Traceability for Recurring Purchase Orders

We have added a new field called Batch to the Recurring Settings section on purchase orders. Now, when creating recurring purchase orders, this new field automatically populates with the same batch number on all orders that are simultaneously created from a purchase contract or an existing purchase order. When they are created from an existing order, this field also populates on the originating order. This will help you identify the set that each recurring order belongs to.

A different batch number is assigned to each set of recurring orders when they are simultaneously created at one operation. This means that, if you create a recurring purchase order from an active contract and as a result three purchase orders are generated, these three orders will have the same batch number, for example 000001. If you then create another recurring purchase order from the same active contract and as a result, five purchase orders are generated, these five orders will have the batch number 000002.

For more information, see Purchase Order Fields.

Enabling Receipt Creation for Intangible Items

We have enhanced the create receipt functionality by enabling receipt creation for intangible items. Now, you can also reverse the receipts for intangible items from the receipts object. The Indirect Procurement feature must be enabled to allow receipt creation for intangible items.

Ship to Warehouse on Purchase Orders

We have improved entering warehouse information on new purchase orders. Now you can automatically populate the Ship to Warehouse field on a new purchase order with the value entered in the Ship to Warehouse field of the associated purchase contract. To automatically populate this field when creating a new purchase order, select an associated purchase contract that has a value entered in its Ship to Warehouse field. Selecting an associated purchase contract does not change any existing values if the purchase order already has a value entered in the Ship to Warehouse field.

For more information, see Purchase Order Fields.

Action Queues

In this release, we have included a number of enhancements in the Receiving tab of Action Queues. The Receiving Tab now includes Purchase Order grid, Customer Return grid, and Customer Exchange Grid. You can use this tab to view the approved purchase orders, customer returns entries for their respective accounts, and customer exchange entries for associated sales and purchase order line item.

For more information, see Action Queues Receiving Tab

AP Vouchers

In this release, we have included a number of enhancements in AP vouchers.

Creating AP Vouchers

When creating an AP voucher, you can now specify a purchase order, supplier site, or both. Specifying only a supplier site enables you to add lines from purchase orders that are associated with the same supplier site, which means you can voucher lines from multiple purchase orders in a single transaction. When creating an AP voucher from multiple purchase orders you must select whether you want to voucher lines from either drop ship or internal purchase orders. You cannot create an AP voucher from a mix of both.

For more information, see Creating an AP Voucher.

Adding Purchase Order Lines to AP Vouchers

We have improved the way of adding lines from purchase orders to AP vouchers. You can now voucher up to 3,000 purchase order lines in a single transaction by selecting multiple purchase order lines from purchase orders grouped together in the Add Lines from Purchase Order Lines window. This reduces the number of AP vouchers created and saves time when vouchering multiple purchase orders. For example, if you have multiple purchase orders with a single supplier, you can create an AP voucher for all the purchase orders that have the same category, due date, and the same purchase contract associated.

In the redesigned Add Lines from Purchase Order Lines window you can now also specify the type of the purchase order from which you want to add lines, either "Approved Internal Purchase Order" or "Approved Drop Ship Purchase Order". This enables you to create AP vouchers for different purchase order types, and then match or receive the AP vouchers, depending on the purchase order type.

To improve the user experience further, we have also redesigned the grid, toolbar, and filter panel for easier line selection.

Finally, we have introduced a new custom setting, AP Voucher Lines from PO Lines Threshold, to help you control the maximum number of AP voucher lines that can be added from purchase order lines immediately (synchronously). If the number of lines exceeds the threshold specified in this custom setting, they are created as part of an asynchronous batch job and you are notified by email when the process completes. You can adjust this threshold as long as it does not exceed 1,000 lines, which is the maximum allowed.

For more information, see:

• Creating AP Voucher Lines
• Batch Settings

Core Avalara AvaTax Integration

In Summer 2023 we have continued improving the Avalara AvaTax integration. We mainly focused on automation and improving the user experience.

Enhanced Automation

Tax can now be automatically calculated when you:

• Approve a purchase order.
• Create an AP voucher credit by voiding an AP voucher.
• Create a credit invoice by voiding or crediting an invoice.

Alternatively, you can specify a checkbox or a formula checkbox field that determines whether tax will be automatically calculated for a document. This provides more flexibility and enables you to customize when tax is automatically calculated for a document. This is available for all document types.

In addition, you can automate committing tax for invoices, credit invoices, AP vouchers, and AP voucher credits. You can specify a checkbox or a formula checkbox field that determines whether tax will be automatically committed for a document. This reduces the need for manual steps and streamlines the commit process.

For more information, see Automating Tax Calculation using Avalara AvaTax and OIM Tax Calculation Settings Fields.

Optional Posting

By default, committing tax to Avalara is a two-step process. You must first post the calculated tax and then commit it. In Summer 2023, you can now change the default behavior. You can make the posting step optional. This might be useful if you do not require a complex review process and want to streamline committing tax to Avalara. For more information, see OIM Tax Calculation Settings Fields.

Customizable Tax Breakdown Mappings

You can now store the details of an additional five jurisdictions that were used by Avalara when calculating tax for a document line. This brings the total number of jurisdictions to a maximum of eight per line item. You can achieve this by defining custom mappings for each line-level object. For more information, see Customizing Tax Breakdown Mappings for OIM Line Objects.

Improved Order and Inventory Management – Accounting Connector

We have made significant improvements to Order and Inventory Management – Accounting Connector. To support the improvements, we have added Lightning actions to several objects in Order and Inventory Management. We have also added custom permissions to control when the Lightning actions are displayed on the managed record pages.

For a description of all the new features and enhancements in Order and Inventory Management – Accounting Connector, see New Features and Enhancements in Order and Inventory Management – Accounting Connector Summer 2023.

Release Content

We want to help you find all of the information and help that you need to be productive with our products.

Certinia Trailhead

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

In-App Guidance

Certinia In-App Guidance uses Salesforce user engagement features to deliver Certinia content, such as tutorials, and walkthroughs directly from our products.

In this release, we've updated several in-app guidance prompts. For a full list of the updates, see New Features and Enhancements in In-App Guidance Summer 2023

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.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Order and Inventory Management, see the relevant section of the Known Issues page.