New Features and Enhancements in Foundations Summer 2024

The following new features have been introduced in the Summer 2024 release of Foundations.

If you are upgrading from a previous version, see Upgrading to Foundations Summer 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Support for Translations and Custom Labels for the Configuration Builders

We have enhanced the user experience of our configuration builders to support functionality already available in the Lightning App Builder. This enables you to use your own custom labels and translations with our configuration builders.

For more information, see Custom Labels and Translations in Certinia Configuration Builders.

For more information about how to enable translations, see the Salesforce Help.

Automatically Populating the PSA Project and Dimensions in Scanned Payable Documents

We have improved the Accounts Payable Automation process. When you receive an invoice with a project name, the Project and Dimension 1-4 fields are automatically populated on the scanned payable document. For this, we have added the following fields:

  • The Dimension 1-4 fields on the Scanned Payable Document object for the Accounting package.
  • The Project fields on the Scanned Payable Document and Payable Invoice objects for the PSA – Accounting Connector package.
  • The Payable Invoice field on the Scanned Payable Document for the Accounting package.

The project name is scanned and matched with the existing project records. Automatic populating of the PSA Project and Dimension 1-4 fields is done according to the RPGP to dimension mappings and scenarios.

This functionality requires the following Certinia packages to be installed:

  • Foundations

  • Accounting

  • PSA

  • PSA – Accounting Connector

For more information, see Populating the PSA Project and Dimension 1-4 Fields.

PSA – Accounting Connector Admin Page Enhancements

The following new enhancement has been implemented in PSA – Accounting Connector.

PSA – Accounting Connector Admin Page Link in Foundations and Integrations Task Launcher Page

We have included the PSA – Accounting Connector Settings link on the Foundations & Integrations Task Launcher page. This helps you to easily access the PSA - Accounting Administration configuration options from the Foundations & Integrations Task Launcher page.

For more information, see Foundations and Integrations Task Launcher Overview.

Certinia Services Gateway

In this release, the Heroku Gateway connected app has been renamed to Certinia Services Gateway. This update reflects changes made to the gateway's connection method. This rename does not impact orgs already configured to use the gateway.

For more information and to connect to the Certinia Services Gateway, see Setting up External Certinia Features

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 Foundations, see the relevant section of the Known Issues page.