Upgrading to Order and Inventory Management – Accounting Connector Winter 2024

This page describes the changes to make when upgrading to Winter 2024. If you are upgrading from a version earlier than Summer 2023, check the documentation for each incremental release for upgrade details.

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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Order and Inventory Management – Accounting Connector Winter 2024.

Enhancements to OIM – Accounting Connector

Accounts to Suppliers

Upgrade Steps

No upgrade steps are available to upgrade this feature until its scheduled release in Spring 2024.

Included in this Feature

This section details the items that have been added in this release for this feature.

Custom Settings

Custom Setting Fields Added
Custom Setting Field Description Further Information
OIM – Accounting Connector Settings Check for Duplicate Suppliers When selected, if you try to create or update a vendor account that would result in a duplicated supplier site, an error occurs. OIM – Accounting Connector Settings Fields
Duplicate Supplier Custom Criteria Field The API name of a field on the Supplier Site object used to check whether two supplier sites are duplicates. This is only used when Check for Duplicate Suppliers is selected.
Sync Accounts to Suppliers Reserved for functionality scheduled for release Spring 2024. If selected, when you create a vendor account, a matching supplier site is automatically created. When you update an existing vendor account, the related supplier site is automatically updated with the relevant values.
Custom Setting Fields Renamed
Custom Setting API Name Original Label New Label Further Information
OIM – Accounting Connector Settings SCMFFA__Sync_Supplier_to_Account__c Sync Supplier to Account Sync Suppliers to Accounts OIM – Accounting Connector Settings Fields
Lightning App Pages
Lightning App Pages Added

Page

Description

Components

 Further Information
Account to Supplier Site Mappings Reserved for functionality scheduled for release Spring 2024. View and customize mappings for the Accounts to Suppliers flow. FDN Mappings Viewing Mappings
Tabs
Tabs Added
Tab Description
Account to Supplier Site Mappings

Reserved for functionality scheduled for release Spring 2024.

View and customize mappings for the Accounts to Suppliers flow.

This tab contains the Account to Supplier Site Mappings Lightning page.
Permission Sets
Permission Set Added
Permission Set Description Further Information
OIM – Accounting - Sync Vendor Accounts to Supplier Sites Reserved for functionality scheduled for release Spring 2024. Permission Sets and Other Technical Documentation

Tax Calculation Using Avalara

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Upgrade Steps

Action

Further Information
Configure the connector to calculate and commit taxes according to your business needs. Setting up Avalara AvaTax with Order and Inventory Management – Accounting Connector

Included in this Feature

This section details the items that have been added in this release for this feature.

Custom Settings
Custom Setting Fields Added
Custom Setting Field Description Further Information
OIM – Accounting Connector Settings CRINV Calculate Tax from the List View If selected, tax is auto-calculated using Avalara when you click the Create from Credit Invoices button on the Sales Credit Notes list view. Tax is calculated before the sales credit notes are created and the tax credit invoice lines are exported to Accounting.  OIM – Accounting Connector Settings Fields
CRINV Calculate Tax from the Record Page If selected, when you click the Create Sales Credit Note on the Credit Invoice record page, the Calculate Tax checkbox displays. This enables you to calculate tax for the credit invoice using Avalara before the sales credit note is created.
CRINV Calculate Tax in the Scheduled Job If selected, tax is auto-calculated for credit invoices using Avalara as part of the Create Sales Credit Notes from Credit Invoices scheduled job.
INV Calculate Tax from the List View If selected, tax is auto-calculated using Avalara when you click the Create from OIM Invoices button on the Invoices list view. Tax is calculated before the sales invoices are created and the tax invoice line items are exported to Accounting.
INV Calculate Tax from the Record Page If selected, when you click the Create Sales Invoice button on the Invoicing record page, the Calculate Tax checkbox displays. This enables you to calculate tax for the invoice using Avalara before the sales invoice is created.
INV Calculate Tax in the Scheduled Job If selected, tax is auto-calculated for invoices using Avalara as part of the Create Sales Invoices from OIM Invoices scheduled job.

Accounting License and User Company Not Required for Connector Flows

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Upgrade Steps
Action Further Information

If you use the managed permission sets included in the Order and Inventory Management – Accounting Connector package, no manual upgrade steps are required.

If you use your own permission sets, update your custom permission sets with the changes outlined in the Order and Inventory Management – Accounting Connector Permissions document.

 Permission Sets and Other Technical Documentation

Included in this Feature

This section details the items that have been added in this release for this feature.

Permission Sets
Permissions Sets Changed
Permission Set Further Information
OIM – Accounting - Pull AP Vouchers and AP Voucher Credits Permission Sets and Other Technical Documentation
OIM – Accounting - Pull OIM Invoices and Credit Invoices
OIM – Accounting - Push AP Vouchers and AP Voucher Credits
OIM – Accounting - Push OIM Invoices and Credit Invoices

Disabling Custom Mappings

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Upgrade Steps

Action

Further Information

Custom mappings are disabled by default when you upgrade.

If you do not use custom field-level mappings for any of the flows, no manual upgrade steps are required.

If you want to use custom field-level mappings for a flow, select the Use Custom Mappings checkbox for the flow on the OIM – Accounting Connector Admin page.

OIM – Accounting Administration Fields

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields
Fields Added

Object

 Field

Description

 Further Information
AP Voucher Payable Invoice Status The status of the payable invoice related to the AP voucher. AP Voucher Fields
Custom Settings

Custom Setting Fields Added
Custom Setting Field Description Further Information
OIM – Accounting Connector Settings APV Use Custom Mappings If selected, Foundations mappings are used when creating payable invoices from AP vouchers. OIM – Accounting Connector Settings Fields
APVC Use Custom Mappings

If selected, Foundations mappings are used when creating payable credit notes from AP vouchers credit.

CRINV Use Custom Mappings If selected, Foundations mappings are used when creating sales credit notes from credit invoices.
INV Use Custom Mappings If selected, Foundations mappings are used when creating sales invoices from Order and Inventory Management invoices.

Queueable Processes Instead of Batch Processes

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Upgrade Steps
Action Further Information
If you scheduled background executions of the flows, you must delete the existing scheduled jobs and schedule them again. Managing Scheduled Jobs