Upgrading to SRP Summer 2022

This page describes the changes to make when upgrading to Summer 2022.

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 2022, see New Features and Enhancements in SRP Summer 2022.

User Companies for PSA to Accounting Flows

Upgrade Steps

If you use the managed SRP permission sets, this feature is automatically enabled in enhanced mode. If you use your own permission set, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information

Add the new c2g.Create Documents without an Accounting License custom permission to your custom permission sets for the following flows:

  • Billing Events to Sales Invoices or Credit Notes
  • Expense Reports to Payable Invoices or Credit Notes
  • Miscellaneous Adjustments to Journals
  • Vendor Invoices to Payable Invoices or Credit Notes
Permission Sets and Other Technical Documentation

Included in this Feature

This section details the items that have been added in this release for this feature.

Permission Sets Changed in Winter 2023

Permission Set

Custom Permission Added

Further Information
SRP - Billing Events to Sales Invoices or Credit Notes c2g.Create Documents without an Accounting License  Permission Sets and Other Technical Documentation
SRP - Expense Reports to Payable Invoices or Credit Notes
SRP - Miscellaneous Adjustments to Journals
SRP - Vendor Invoices to Payable Invoices or Credit Notes

Permissions for Accounting to PSA Flows

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information
Assign the new managed permission sets to the relevant users. Permission Sets and Other Technical Documentation
If you use your own permission sets, add the new custom permissions to the relevant permission sets.

Included in this Feature

This section details the items that have been added in this release for this feature.

Permission Sets Added in Winter 2023

Permission Set

Description

Further Information
SRP - Journal Line Items to Miscellaneous Adjustments Create miscellaneous adjustments from eligible journal line items. Also view SRP fields and perform actions related to the integration flow. Permission Sets and Other Technical Documentation
SRP - Payable Invoice Expense Line Items to Miscellaneous Adjustments Create miscellaneous adjustments from eligible payable invoice expense line items. Also view SRP fields and perform actions related to the integration flow.
SRP - Payable Credit Note Expense Line Items to Miscellaneous Adjustments Create miscellaneous adjustments from eligible payable credit note expense line items. Also view SRP fields and perform actions related to the integration flow.
Custom Permissions Added in Winter 2023

Permission Set

Description

Further Information
Create Miscellaneous Adjustments from Journal Line Items Create miscellaneous adjustments from eligible journal line items. Permission Sets and Other Technical Documentation
Create Miscellaneous Adjustments from Payable Invoice Expense Line Items Create miscellaneous adjustments from eligible payable invoice expense line items.
Create Miscellaneous Adjustments from Payable Credit Note Expense Line Items Create miscellaneous adjustments from eligible payable credit note expense line items.

Syncing Regions, Practices, Groups, and Projects to Dimension 1-4 Records

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information

Add the new fields to the relevant page layouts for the following objects:

  • Dimension 1-4
  • Region
  • Practice
  • Group
  • Project
 Updating Other Page Layouts

Assign the required permission sets to the users who will be creating and updating regions, practices, groups, and projects.

Warning:

When a user saves a record, the integration flows are only started if one of the following fields are changed:

  • Record Name
  • Accounting Reporting Code (not available on the Project object)
  • Dimension 1-4

If the user doesn't have the required permissions, they cannot save their changes.

 Permission Sets and Other Technical Documentation
If your org already contains a dimension record for each region, practice, group, or project record, manually link the records. Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records

Enable the integration flows by selecting the relevant custom setting fields. Each flow is controlled by a checkbox field. The following fields are available:

  • Sync Regions to Dimension 1 Records
  • Sync Practices to Dimension 2 Records
  • Sync Groups to Dimension 3 Records
  • Sync Projects to Dimension 4 Records

Enabling the Integration Flows

SRP Integration Settings Fields

If you used the Predefined Dimension Mappings Feature Console feature to create dimension mappings, update the mappings to use the new lookup fields. Updating the Mappings to Use Lookups Instead of Names

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields Added for this Feature in Summer 2022

Object

 Field Further Information
Dimension 1 Region Dimension Fields
Dimension 2 Practice
Dimension 3 Group
Dimension 4 Project
Region, Practice, and Group Accounting Reporting Code Region, Practice, and Group Fields
Region Dimension 1
Practice Dimension 2
Group Dimension 3
Project Dimension 4 Project Fields
Custom Setting Fields Added for this Feature in Summer 2022

Custom Setting

 Custom Setting Field Further Information
SRP Integration Settings Sync Regions to Dimension 1 Records SRP Integration Settings Fields
Sync Practices to Dimension 2 Records
Sync Groups to Dimension 3 Records
Sync Projects to Dimension 4 Records
Permission Sets Added in Winter 2023

Permission Set

Description

Further Information
SRP - Sync Regions to Dimension 1 Records Sync regions to dimension 1 records. Also view and edit SRP fields related to the integration flow. Permission Sets and Other Technical Documentation
SRP - Sync Practices to Dimension 2 Records Sync practices to dimension 2 records. Also view and edit SRP fields related to the integration flow.
SRP - Sync Groups to Dimension 3 Records Sync groups to dimension 3 records. Also view and edit SRP fields related to the integration flow.
SRP - Sync Projects to Dimension 4 Records Sync projects to dimension 4 records. Also view and edit SRP fields related to the integration flow.

Mapping Improvements

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade Steps for Summer 2022

Action

Further Information
For any name to lookup mappings, ensure that records with matching names exist. For example, if you use the predefined dimension mappings, ensure that each region has a single matching dimension 1 record.

Adding Custom Mappings

Creating Predefined Dimension Mappings Using the Feature Console