SECTIONSUpgrading 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.
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 | 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 | 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
|
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
| 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 | 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.
|
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 | 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.
| 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
| 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.
|
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. |
Included in this Feature
This section details the items that have been added in this release for this feature.
Fields
|
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 | 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.
| 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 |