Upgrading to Order and Inventory Management Summer 2024

This page describes the changes to make when upgrading to Summer 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 Summer 2024, see New Features and Enhancements in Order and Inventory Management Summer 2024.

OIM - AvaTax Connector Enhancements

The following are the improvements that have been implemented in Order and Inventory Management in Summer 2024.

Customer Code Fields in Account Extension Object

Upgrade Steps

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

Upgrade Steps for Summer 2024

Action

Further Information

Ensure the Customer Code field is available in the Account Extension object. If not, contact your administrator.

Account Extension Fields

Ensure that you have provided Read and Edit access to the Customer Code field in the Account Extension object on the following permission sets:

  • OIM - Calculate Tax for AP Vouchers and AP Voucher Credits Using Avalara
  • OIM - Calculate Tax for Invoices and Credit Invoices Using Avalara
  • OIM - Calculate Tax for Customer Quotations Using Avalara
  • OIM - Calculate Tax for Sales Orders Using Avalara
  • OIM - Calculate Tax for Purchase Orders Using Avalara

Enabling the Tax Calculation Using Avalara Feature

Note:  
  • For existing customers, a new feature console step is included. You can perform that Feature Console step to create the required permission sets and update permissions.
  • For new customers, the existing Feature Console step is enhanced to include the creation of permission sets and update to permissions.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Fields

Fields Added in Summer 2024

Field

Object

Further Information

Customer Code

Account Extension (Foundations)

Account Extension Fields

Permission Sets

Permission Sets Updated in Summer 2024

Permission Set

Description

Further Information
  • OIM - Calculate Tax for AP Vouchers and AP Voucher Credits Using Avalara
  • OIM - Calculate Tax for Invoices and Credit Invoices Using Avalara
  • OIM - Calculate Tax for Customer Quotations Using Avalara
  • OIM - Calculate Tax for Sales Orders Using Avalara

Added Read and Edit access to the Customer Code field on the Account Extension object.

 

These are unmanaged permission sets. They are added when you run the Feature Console step for Avalara tax calculation. For more information, see

Enabling the Tax Calculation Using Avalara Feature.

Update Message Keys

Upgrade Steps

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

Upgrade Steps for Summer 2024
Action Further Information
To update the message keys that are used in message types, perform the step in the Update for Consolidated Invoicing feature in the Feature Console. Updating the OIM to BC for Consolidated Invoicing Feature
Review the mapping for the message type associated with the Consolidated Invoicing.

Enhancements to the Purchase Order Line Items Grid

No upgrade steps are required to upgrade this feature to Summer 2024.

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 Summer 2024, take the following action.

Upgrade Steps for Summer 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 added or updated in this release.

Order and Inventory Management In-App Guidance Deprecated in Summer 2024
Name App Tab Type Active Created
DEPRECATED: Release Overview Acquisition Process Any Tutorial No Spring 2022
DEPRECATED: Release Overview Action Queues Any Tutorial No Spring 2022
DEPRECATED: Release Overview Order Fulfillment Process Any Tutorial No Spring 2022