SECTIONS
Installations are carried out by the FinancialForce Onboarding team. To install the SCM-FFA Connector package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
SCM Accounting Connector Winter 2023 requires the following FinancialForce packages to be installed:
- Accounting Winter 2023 or newer
- SCM Winter 2023 or newer
Before Installing
This section describes the tasks that you must consider before installing the connector.
GL Accounts and General Ledger Accounts
The SCM Accounting Connector allows you to map GL Accounts in SCM to General Ledger Accounts in FinancialForce Accounting for the purpose of exporting inventory transactions to journals. We recommend that you have the GL Accounts and General Ledger Accounts set up in your organization before installing the connector.
Older Versions
Before installing the connector we recommend that you uninstall older versions of the connector.
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure the SCM Accounting Connector. You must be logged in as an administrator or equivalent to perform the steps.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Manually add the connector fields, buttons, and related lists to the relevant page layouts. | Updating Page Layouts |
| 2 | Configure the relevant custom settings. | Managing Custom Settings |
| 3 | Populate the picklist values for the Company picklist on the Account, ICP, Purchase Order, Sales Order, and Service Order objects. | Populating the Company Picklist Values |
| 4 | Set a default company. | Selecting the Default Company |
| 5 | Map SCM records to Accounting records. | Creating Mappings |