Upgrading to SCM Advanced Quoting Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

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 Winter 2023, see New Features and Enhancements in SCM Advanced Quoting Winter 2023.

Enhancement to Customer Quotation

This section describes how to upgrade SCMQT so that your users can benefit from the enhancements made to customer quotations in Winter 2023. It also details the items that have been added or updated with this feature.

Upgrade Steps

This section describes the action you must take to upgrade this feature to Winter 2023.

Upgrade Steps

Action

Further Information

Perform the steps in the Feature Console to assign the Customer Quotation Lightning Record Page as the org default and update the page layouts for the corresponding Lightning record page.

Note:

Ignore if you performed this step in the Summer 2022 release.

Updating the Customer Quotation Lightning Record Page

Ensure that the users that are going to create customer quotations in Lightning are assigned all the required permissions to use the objects, fields, and apex classes listed below. You must assign these permissions manually. The permission sets for these fields, objects, and apex classes will be available in future releases.

Note:

Ignore if you performed this step in the Summer 2022 release.

  
Fields Requiring Permissions Manually:

Object

 Field

Customer Quotation
  • About Customer
  • Apex Job ID
  • Batch Process Class Name
  • Batch Process Status
  • Batch Process
  • Batch Status
  • Bottom Line Discount
  • Summary Discount
  • Executive Summary
  • Inventory Attachment
  • Logo URL
  • ILSMart com RFQ
  • Original Total Sell Price
  • Process Name
  • Prospect Address Validated
  • Total Discount
  • Total Gross Profit
  • Total NRC Invoiced
  • Total List Price
  • Total Quote Formula

Customer Quotation Line
  • Parent Customer Quotation Line Item
  • Expand Options
  • Item Type Formula
  • Commodity Code Formula
  • Product Group Formula
  • Price By
  • Manufacturer Formula

FF lib Batch Process
  • Apex Job Class Name
  • Status

Quote Line Group

Group Section Expand

Up Sell Cross Sell

Mandatory

Service Order Line

Status

Service Contract Line

Status
Object Requiring Permissions Manually:
Object
User Field Set Preference
Apex Classes Requiring Permissions Manually:
Apex Classes

SummaryCardLightningController

CustomerQuotationLinesGridController

UserFSPreferencesLightningController

CustomerQuotationLineActionsController

QuoteLineGroupsController

CustomerQuoteLinesLookupController

ApplyRebatesController

CustomerQuotationActionsController

CustomerQuotationToSalesOrderController