New Features and Enhancements in Order and Inventory Management – Accounting Connector Winter 2024
The following new features have been introduced in the Winter 2024 release of Order and Inventory Management – Accounting Connector.
If you are upgrading from a previous version, see Upgrading to Order and Inventory Management – Accounting Connector Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Enhancements to OIM – Accounting Connector
In Winter 2024, we have:
- Added more options to calculate tax using Avalara when creating sales invoices and credit notes.
- Removed the need for Accounting licenses when running the connector flows.
- Provided you with the option of disabling custom field-level mappings to improve performance.
- Replaced batch jobs with queueable jobs to enable you to chain your custom code to flow executions.
See the sections below for more information.
Tax Calculation Using Avalara
If you use Avalara for tax calculation, the connector can now calculate taxes for an Order and Inventory Management invoice when creating a sales invoice.
Depending on how you configure your org, this can happen when:
- You click Create from OIM Invoices from the Sales Invoices list view.
- You click Create Sales Invoice from the Invoicing record page.
- As part of the Create Sales Invoices from OIM Invoices scheduled job.
This also applies when creating sales credit notes from credit invoices.
You can configure this feature from the OIM – Accounting Connector Admin page.
You can also ensure that tax is committed in Avalara for an OIM invoice or credit invoice once the related sales invoice or credit note is posted in Accounting. You can do this by scheduling the Commit Tax to Avalara for OIM Invoices and Commit Tax to Avalara for Credit Invoices jobs from the OIM – Accounting Connector Admin page.
For more information, see:
- Avalara AvaTax and Order and Inventory Management – Accounting Connector
- Setting up Avalara AvaTax with Order and Inventory Management – Accounting Connector
Accounting License and User Company Not Required for Connector Flows
Order and Inventory Management users no longer need an Accounting license to create Accounting documents from Order and Inventory Management documents. In addition, Order and Inventory Management users do not need to be assigned access to Accounting companies via user companies.
Disabling Custom Mappings
If you don't use custom field-level mappings, you can now improve the performance of connector flows. You can do this by deselecting the Use Custom Mappings checkbox for each flow from the OIM – Accounting Connector Admin page.
You can disable custom mappings for the following flows:
- AP Vouchers to Payable Invoices
- AP Voucher Credits to Payable Credit Notes
- OIM Invoices to Sales Invoices
- Credit Invoices to Sales Credit Notes
For more information, see:
Queueable Processes Instead of Batch Processes
We have created queueable APIs to replace the existing batch APIs for scheduled jobs. This enables you to chain custom processes to the scheduled jobs available in the connector.
The connector uses the new queueable processes when creating Accounting documents from Order and Inventory Management:
- From the list view, for example, when you click Create from AP Vouchers from the Payable Invoices list view.
- In a scheduled job, for example, if you schedule creating payable invoices from AP vouchers.
- Via the automation, for example, when matching an AP voucher.
This applies to the following flows:
- AP Vouchers to Payable Invoices
- AP Voucher Credits to Payable Credit Notes
- OIM Invoices to Sales Invoices
- Credit Invoices to Sales Credit Notes
- Inventory Transactions to Journals
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 – Accounting Connector, see the relevant section of the Known Issues page.