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.

Note:

The configuration options related to tax calculation are only available if tax calculation using Avalara AvaTax is enabled in your org.

For more information, see:

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.

Note:

The Use Custom Mappings checkboxes are selected by default for new installations of the connector. However, if you upgraded from an earlier version, the checkboxes are deselected by default.

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.