Upgrading to Order and Inventory Management Spring 2026

This page describes the changes to make when upgrading to Spring 2026.

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.

If you are upgrading from a version earlier than Winter 2026, check the documentation for previous releases for upgrade details.

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 Spring 2026, see New Features and Enhancements in Order and Inventory Management Spring 2026.

Release Content

Improve Your User Experience with Expanded Lightning

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps in Spring 2026
Action	Further Information
Ensure the users who are going to manage sales orders and sales order line items are assigned at least one of the permission sets listed below, or manually assign all the required permissions to your custom permissions: OIM Initiate Order Fulfillments OIM View Sales Orders OIM Process Sales Orders Note: Ensure the users who are going to use the new Create and Review invoice Lightning action are assigned the Manage Invoices custom permission, or manually assign all the required permissions to your custom permissions. Ensure the users who are going to use the new Create Purchase Order Lightning action are assigned the Initiate Acquisition custom permission, or manually assign all the required permissions to your custom permissions.	Permission Sets and Other Technical Documentation
Ensure the Reverse Allocate Lightning action added to the sales order line item's record page that your org uses. Ensure the Create and Review Invoice and Create Purchase Order Lightning actions are added to the sales order's record page that your org uses. This can be done by using Dynamic Actions in the Lightning App Builder.	For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help. Reverse Allocating a Sales Order Line Item Reviewing an Invoice Creating a Purchase Order from a Sales Order
If your org is still using the SalesOrderToInvoice Visualforce page, ensure the Item Master field is visible in the Lines to Invoice field set.	Sales Order Line Item Field Sets
Optional: If you are upgrading from a version earlier than Spring 2026, manually update the tooltips of the following fields: Avalara Location Code Drop Ship Address Validated Engagement Existing SO Number Override Billing Account Override Billing Account Address Override Bill To Address Override Ship To Address Ownership Editable Sales Order Line Item Name	Optional Upgrade Tasks

Included in This Feature

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

Page Layouts

Page Layouts Updated in Spring 2026
Page Layout	Object	Record Types	Description	Further Information
Sales Order Line Item Layout	Sales Order Line Item	Accounting Drop Ship Item Service	These page layouts are now updated to include the new Reverse Allocate Lightning action.	For more information about page layouts, see the Salesforce Help.
Exchange Layout	Sales Order Line Item	Exchange

Lightning Actions

Lightning Actions Added in Spring 2026
Lightning Action	Description	Further Information
Create and Review Invoice	This action creates new invoices or adds invoice lines to existing invoices for the selected sales order lines, depending on the configuration of the Partial Invoicing field.	Reviewing an Invoice
Create Purchase Order	This action creates purchase orders for the selected sales order lines.	Creating a Purchase Order from a Sales Order
Reverse Allocate	This action reverses all allocated quantities from a sales order line item's record page.	Reverse Allocating a Sales Order Line Item
Reverse Allocate Lines	This action reverses all allocated quantities from the selected sales order line items on a sales order's record page.	Reverse Allocating a Sales Order Line Item

Lightning Pages

Lightning Pages Updated in Spring 2026
Lightning Page	Description	Further Information
Sales Order Line Item Lightning Page	This Lightning page is now updated to include the new Reverse Allocate Lightning action.	Sales Order Fields
Sales Order Lightning Page	This Lightning page is now updated to include the following Lightning actions: Create and Review Invoice Create Purchase Order	Sales Order Fields

Lightning Components

Lightning Component Updated in Spring 2026
Lightning Component	Description	Further Information
OIM Sales Order Line Items Grid Lightning component	This Lightning component is now updated to include the new Reverse Allocate Lines Lightning action available on the Sales Order Line Items grid.	OIM Sales Order Line Items Grid Lightning Component Fields

Field Sets

Field Sets Updated in Spring 2026
Object	Field Set	Updated Description	Further Information
Sales Order Line Item	Lines to Invoice	Used on both the SalesOrderToInvoice Visualforce page and the Create and Review Invoice window that display when creating or reviewing invoices from a sales order, either from the button in the action bar or the action link in the Actions panel.	Sales Order Line Item Field Sets
Sales Order Line Item	Create PO from Sales Order Lines	Used both on the createPOFromSO Visualforce page and the Create Purchase Order window that display when creating a purchase order from a sales order, either from the button in the action bar or the action link in the Actions panel.	Sales Order Line Item Field Sets

Tooltips

Tooltips Updated in Spring 2026
Object	Field	Updated Tooltip
Sales Order	Avalara Location Code	The code of the location in Avalara AvaTax that represents the physical location where this sales order is sold from. This is used for location-based filing in Avalara.
	Drop Ship Address Validated	If selected, indicates the drop ship address of this sales order has been validated by Avalara AvaTax.
	Engagement	The Engagement that relates to this sales order.
	Existing SO Number	This field is required during the loading of legacy sales orders.
	Override Billing Account	The override billing account that relates to this sales order. This is the account to be billed when the customer account is not to be billed for the sales order.
	Override Billing Account Address	The override billing account address that relates to this sales order. This is the customer address associated with the override billing account to be used as the billing address instead of the default.
	Override Bill To Address	The alternative billing address that relates to this sales order. By default, the bill to address is set from the customer account related to the sales order.
	Override Ship To Address	The alternative shipping address that relates to this sales order. By default, the ship to address is set from the customer account related to the sales order.
	Ownership	The ownership that relates to this sales order. This field refers to the customer or supplier that owns the inventory items on the sales order.
Sales Order Line Item	Editable Sales Order Line Item Name	For system use. Used to enable the Foundations Transform service to edit this record.

Support High-Unit Currencies with Expanded Tax Fields

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Included in This Feature

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

Fields

Fields Updated in Spring 2026
Object	Field	Further Information
AP Voucher	Total Tax	AP Voucher Fields
AP Voucher Line	Tax
AP Voucher Line	Tax Value 1-3
AP Voucher Credit	Total Tax	AP Voucher Credit Fields
AP Voucher Line Credit	Tax
AP Voucher Line Credit	Tax Value 1-3
Credit Invoice	Total Tax	Credit Invoice Fields
Credit Invoice Line	Tax
Credit Invoice Line	Tax Value 1-3
Customer Quotation	Total Tax	Customer Quotation Fields
Customer Quotation Line	Tax
Customer Quotation Line	Tax Value 1-3
Invoicing	Total Tax	Invoicing Fields
Invoice Line Item	Tax
Invoice Line Item	Tax Value 1-3
Purchase Order	Total Tax	Purchase Order Fields
Purchase Order Line Item	Tax
Purchase Order Line Item	Tax Value 1-3
Sales Order	Total Tax	Sales Order Fields
Sales Order Line Item	Tax
Sales Order Line Item	Tax Value 1-3