Setting up Change Requests for Purchase Agreements

The Change Requests for Purchase Agreements feature enables users to make changes to their active purchase agreements by creating change requests. At the same time it offers them a version control system that helps them keep track of all changes applied. This section explains how to set up this feature in Order and Inventory Management.

Note: You must be signed in as the System Administrator to make the changes required to enable this feature.

Step 1: Assign Permissions

Ensure that the permission set below is assigned to the corresponding users.

Permission Set

Permission Set	Assign To
OIM - Manage Purchase Agreements	Users who will manage purchase agreement change requests.

For information about permissions sets and how to assign them, see:

• Permission Sets and Other Technical Documentation
• Assigning and Removing Permission Sets

Step 2: Set Default Record Types

Set the record type listed below as the default record type for the indicated object on all the specified profiles.

Record Type to Set as Default

Object	Record Type to Set as Default	Assign To
Purchase Agreement	Purchase Agreement	Profiles of users with the OIM - Manage Purchase Agreements permission set.

For more information, search for "Assign Record Types to Profiles" in the Salesforce Help.

Step 3: Activate Lightning Pages

Ensure that the Lightning record page listed below is activated.

Lightning Record Page

Lightning Record Page	Description
Purchase Agreement Lightning Page	Default Purchase Agreement Lightning Record Page

Note: If you are using your own custom Lightning record pages instead of the ones provided by Certinia, you must add the OIM Change Requests Related List Lightning component to your own custom Lightning record page for purchase agreements.

For more information on how to activate Lightning pages, search for "Activate Lightning Experience Record Pages” in the Salesforce Help.

Step 4: Add Related Lists to Page Layouts

Add the related list in the table below to the indicated layout.

Related List to Add to Layout

Object	Layout	Related List
Purchase Agreement	Purchase Agreement Layout	Related Agreements

Note: If you are using your own custom layouts, ensure you add the Related Agreements related list to the corresponding layout for purchase agreements.

For more information on how to add related lists to layouts, search for "Add Related Lists to Page Layouts" in the Salesforce Help.