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.
Order and Inventory Management – Accounting Connector Winter 2024 requires the following Certinia packages to be installed:
- Accounting Winter 2024 or newer
- Order and Inventory Management Winter 2024 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 |
| 10 | [Optional] If you use Avalara for filing tax returns, schedule background jobs for committing tax for invoices and credit invoices. | Setting up Avalara AvaTax with Order and Inventory Management – Accounting Connector |