Upgrading to Order and Inventory Management Winter 2024

This page describes the changes to make when upgrading to Winter 2024.

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 Winter 2024.

Purchase Contracts are Now Purchase Agreements

This section describes how to upgrade Order and Inventory Management so that your users can benefit from this feature. It also details the items that have been added or updated with the feature.

Upgrade Steps

Most labels are automatically updated. However, if you have Order and Inventory Management Workspaces installed, you must take the action indicated below to upgrade this feature to Winter 2024.

Upgrade Steps
Action Further Information

If you have Order and Inventory Management Workspaces installed, rename the following list views:

  • Change the name of the Purchase Contracts Expiring in 60 Days list view on the Purchase Agreement object to Purchase Agreements Expiring in 60 Days.
  • Change the name of the Current Month Off Contract POs list view on the Purchase Order object to Current Month Off-Agreement POs.
 For information about renaming list views, see the Salesforce Help.
Note: Custom help text does not update automatically. If you want to align your field-level help in Order and Inventory Management with the changes we have introduced in this release, you must manually update the help text for the fields that you are using. For details of the changes in the field-level help of Order and Inventory Management, check the Order and Inventory Management Data Dictionary. Field-level help in Order and Inventory Management Workspaces has not been impacted by these changes.

Included in This Feature

This section details the items that have been updated in this release for the object name change.

Order and Inventory Management

Objects
Objects Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__Purchase_Contract__c Purchase Contract Purchase Agreement Purchase Agreement Fields
SCMC__Purchase_Contract_Line__c Purchase Contract Line Purchase Agreement Line
Object Fields
Object Fields Renamed in Winter 2024
Object Field API Name Original Label New Label Further Information
Purchase Agreement SCMC__End_of_Contract_Notes__c End of Contract Notes End of Agreement Notes Purchase Agreement Fields
SCMC__Original_Purchase_Contract__c Original Purchase Contract Original Purchase Agreement
SCMC__Previous_Contract__c Previous Contract Previous Agreement
Name Purchase Contract Number Purchase Agreement Number
SCMC__Reason_for_Cancelling_Contract__c Reason for Contract Cancellation Reason for Agreement Cancellation
Purchase Agreement Line SCMC__Original_Contract_Line__c Original Contract Line Original Agreement Line
SCMC__Previous_Contract_Line__c Previous Contract Line Previous Agreement Line
SCMC__Purchase_Contract__c Purchase Contract Purchase Agreement
Name Purchase Contract Line Number Purchase Agreement Line Number
Purchase Order Line Item SCMC__Purchase_Contract_Line__c Purchase Contract Line Purchase Agreement Line Purchase Order Fields
Field Sets
Field Sets Renamed in Winter 2024
Object API Name Original Label New Label Further Information
Purchase Agreement Line SCMC__Purchase_Contract_Lines_All_Columns Purchase Contract Lines All Columns Purchase Agreement Lines All Columns Purchase Agreement Fields
SCMC__Purchase_Contract_Lines_Related_List Purchase Contract Lines Related List Columns Purchase Agreement Lines Related List Columns
Purchase Order Line Item SCMC__PC_Lines_Summary_Detail_Columns Purchase Contract Lines Summary Detail Columns Purchase Agreement Lines Summary Detail Columns Purchase Order Fields
Buttons
Buttons Renamed in Winter 2024
Object API Name Original Label New Label Further Information
Purchase Agreement SCMC__Activate_Purchase_Contract Activate Purchase Contract Activate Purchase Agreement Purchase Agreement Fields
SCMC__Cancel_Purchase_Contract Cancel Purchase Contract Cancel Purchase Agreement
Lightning Actions
Lightning Actions Renamed in Winter 2024
Object API Name Original Label New Label Further Information
Purchase Agreement SCMC__Activate_Purchase_Contract Activate Purchase Contract Activate Purchase Agreement Activating a Purchase Agreement
SCMC__Cancel_Purchase_Contract Cancel Purchase Contract Cancel Purchase Agreement Canceling a Purchase Agreement
SCMC__Cancel_Entire_Contract End Purchase Contract End Purchase Agreement Ending a Purchase Agreement
Purchase Order SCMC__Create_Purchase_Order_Line Add Lines from Contract Add Lines from Agreement Creating Purchase Agreement Lines
Requisition SCMC__Create_Purchase_Contract Create Purchase Contract Create Purchase Agreement Creating a Purchase Agreement
Lightning Components
Lightning Components Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC:deepClonePurchaseContractQuickAction OIM Clone Purchase Contract Action OIM Clone Purchase Agreement Action Order and Inventory Management Lightning Components
SCMC:createPurchaseContractFromRequisitionQuickAction OIM Create Purchase Contract from Requisition Action OIM Create Purchase Agreement from Requisition Action
SCMC:createRecurringPurchaseOrderFromPCQuickAction OIM Create Recurring Purchase Order from Purchase Contract Action OIM Create Recurring Purchase Order from Purchase Agreement Action
SCMC:createRenewalPurchaseContractQuickAction OIM Create Renewal from Purchase Contract Action OIM Create Renewal from Purchase Agreement Action
SCMC:cancelContractQuickAction OIM End Purchase Contract Action OIM End Purchase Agreement Action
SCMC:purchaseContractLinesGrid OIM Purchase Contract Lines Grid OIM Purchase Agreement Lines Grid
Lightning Pages
Lightning Pages Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__PurchaseContractLightningPage Purchase Contract Lightning Page Purchase Agreement Lightning Page Purchase Agreements
SCMC__PurchaseContractLineLightningPage Purchase Contract Line Lightning Page Purchase Agreement Line Lightning Page

Tabs

Tabs Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__Purchase_Contract__c Purchase Contracts Purchase Agreements Purchase Agreements
Custom Permissions
Custom Permissions Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__Create_Purchase_Contracts_from_Requisitions Create Purchase Contracts from Requisitions Create Purchase Agreements from Requisitions

Permission Sets and Other Technical Documentation

Order and Inventory Management Functional Permissions Overview

For more information about custom permissions, see the Salesforce Help.
SCMC__Create_Recurring_Purchase_Orders_from_Purchase_Contracts Create Recurring Purchase Orders from Purchase Contracts Create Recurring Purchase Orders from Purchase Agreements
SCMC__View_Summary_Detail_Purchase_Contract_Line_Items View Summary Detail Purchase Contract Line Items View Summary Detail Purchase Agreement Line Items
Permission Sets
Permission Sets Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__Manage_Purchase_Contracts OIM - Manage Purchase Contracts OIM - Manage Purchase Agreements

Permission Sets and Other Technical Documentation

Order and Inventory Management Functional Permissions Overview

For more information about permission sets, see the Salesforce Help.
Feature Console Features
Feature Console Features Renamed in Winter 2024
API Name Original Label New Label Further Information
SCMC__PurchaseContractsScheduledProcess Purchase Contracts Scheduled Process Purchase Agreements Scheduled Process Purchase Agreements Scheduled Process

Order and Inventory Management Workspaces

Lightning Components
Lightning Components Renamed in Winter 2024
API Name Original Label New Label
scmws:alertOffContractSpend Off Contract Spend OIM Workspaces - Off-Agreement Spend
scmws:countOffContractPO Off Contract Purchase Orders this month OIM Workspaces - Off-Agreement Purchase Orders This Month
scmws:countPurchaseContractsExpiringSoon OIM Workspaces - Purchase Contracts Expiring Soon OIM Workspaces - Purchase Agreements Expiring Soon

Certinia Help Is Now Available from help.certinia.com

No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Order and Inventory Management.

For more information, see Certinia Help URL.

Release Content

This section describes how to upgrade Order and Inventory Management so that your users can benefit from the updates in this feature.

Upgrade Steps

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

Upgrade Steps for Winter 2024
Action Further Information
Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Included in This Feature

This section details the items that have been updated in this release.

Order and Inventory Management In-App Guidance Updated in Winter 2024
Name App Tab Type Active Created
Release Overview Acquisition Process Any Tutorial No Spring 2022
Release Overview Action Queues Any Tutorial No Spring 2022