SECTIONSSetting up Order and Inventory Management – FinancialForce Connector
Installations are carried out by the Certinia Onboarding team. To install the Order and Inventory Management – FinancialForce Connector package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
Certinia Help Spring 2024 requires the following Certinia packages to be installed:
- Accounting Spring 2024 or newer
- Order and Inventory Management Winter 2024 or newer
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure Order and Inventory Management – FinancialForce Connector.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Assign the required permission sets to the relevant users. | Permission Sets and Other Technical Documentation |
| 2 | Add the connector fields, buttons, and related lists to the relevant page layouts, list views, and Lightning pages. | |
| 3 | Configure the relevant connector settings. | OIM – FinancialForce Connector Admin Page |
| 4 | Set up the vendor account – supplier synchronization. | Setting up the Vendor Account – Supplier Synchronization |
| 5 | [Optional] Review the default mappings and customize field-level mappings. | Viewing Mappings |
| 6 | Populate the picklist values for the Company Name picklist on the Account, Purchase Order, Sales Order, and Service Contract objects. | Populating the Company Name Picklist Values |
| 7 | If you used Order and Inventory Management without Accounting before installing the connector, ensure that the existing records contain the required fields. | Initial Data Setup |
| 8 | Map GL accounts to general ledger accounts. | Mapping Order and Inventory Management GL Accounts to Accounting General Ledger Accounts |
| 9 | Map line types to products. | Mapping Order and Inventory Management Line Types to Products |
| 10 | [Optional] Schedule background execution of flows. | Managing Scheduled Jobs |
| 11 | [Optional] If you use Avalara for filing tax returns, schedule background jobs for committing tax for invoices and credit invoices. | Setting up Avalara AvaTax with Order and Inventory Management – FinancialForce Connector |