Upgrading to SCM 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 Winter 2023.

See the "Upgrade Steps" section under each feature for details of any action you must take. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have system administrator-level user permissions in your organization.

See the "Included in this Feature" section under each feature for details of items such as objects, fields, or buttons that have been added or updated in this release.

Enhancements in Purchase Contracts

This section describes how to upgrade SCM so that your users can benefit from the enhancements made to purchase contracts in this release. It also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to manage purchase contracts are assigned at least the SCM - Manage Purchase Contracts permissions set.

Note: To apply change requests to contracts with associated recurring purchase orders, users must have the Edit permission on the Purchase Order Line Item object. We recommend that you also assign the SCM - Process Acquisitions permission set to these users. This permission set provides them with the required permissions.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure the Purchase Contract Lightning Page is activated.

For information about activating Lightning Experience record pages, see the Salesforce Help.

Add the new Renewal Reminder field to the Purchase Contract Layout page. For more information about page layouts, see the Salesforce Help.

We recommend that you edit the Purchase Contract object's Compact Layout to show the following fields in the Highlights Panel:

  • Supplier Site
  • Record Type
  • Start Date
  • End Date
  • Days Until Expiration
  • Status.

This prevents duplicate fields from being displayed both in the Highlights Panel and the summary cards section.

For more information about compact layouts, see the Salesforce Help.

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to manage purchase contracts are assigned at least the SCM - Manage Purchase Contracts permissions set.

Note: To apply change requests to contracts with associated recurring purchase orders, users must have the Edit permission on the Purchase Order Line Item object. We recommend that you also assign the SCM - Process Acquisitions permission set to these users. This permission set provides them with the required permissions.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure the SCM Purchase Contract Lines Grid component is added to your custom purchase contract's Lightning record page.

Adding Components to Lightning Pages

 

Creating Purchase Contract Lines

Ensure the SCM Change Requests Related List component is added to your custom purchase contract's Lightning record page.

Adding Components to Lightning Pages

 

Creating a Change Request

Ensure the Apply Change Request Lightning action is added to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so it is displayed when you are on a purchase contract record of type Change Request with status "Approved".

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

 

Applying a Change Request

Add the Revert Status Lightning action to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so that it only displays for purchase contracts of type Change Request that have a status of "Approved" or "Submitted for Approval". To ensure optimal performance and avoid inconsistencies, we also recommend that you configure your custom purchase contract's record page so that it does not display the Cancel Purchase Contract action for purchase contracts of type Change Request.

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

 

For more information about Lightning pages, see the Salesforce Help.

 

Reverting the Status of a Change Request
Add the Create Renewal Lightning action to your custom purchase contract's record page. This can be done by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action so that it is displayed when you are on a purchase contract record of type Purchase Contract with a status of "Active", "Expired", or a custom status.

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

 

Renewing a Purchase Contract
Add the new Renewal Reminder field to the page layout for purchase contracts. For more information about page layouts, see the Salesforce Help.
If the summary card section is displayed in your custom purchase contract's Lightning record page, we recommend that you edit its custom compact layout to show the following fields in the Highlights Panel: Supplier Site, Record Type, Start Date, End Date, Days Until Expiration, and Status. This prevents duplicate fields from being displayed both in the Highlights Panel and the summary cards section. For more information about compact layouts, see the Salesforce Help.

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Manage Purchase Contracts

These permission sets include the permissions needed to use the enhanced purchase contracts.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

SCM - Super User

 

Fields

Field Added for This Feature in Winter 2023

Field

Object

Description

Further Information

Quantity Purchase Contract Line The number of units of goods or services to include in the purchase contract line. When managing subscriptions, the value in this field can be used to indicate the quantities to include in the purchase order line items of the recurring purchase orders created from a purchase contract. Purchase Contract Fields
Renewal Reminder Purchase Contract The date on which to report that the purchase contract is due for renewal. Purchase Contract Fields

Field Sets

Field Set Added for This Feature in Winter 2023

Field Set

Update Description Object Further Information
Purchase Contract Lines All Columns

Used in the Purchase Contract Lines related list to define the columns that display in the Change Request Lines window.

When customizing this field set, you must not remove the Unit Cost field.

Purchase Contract Line

Purchase Contract Fields

 

For more information about field sets, see the Salesforce Help.

Field Set Updated for This Feature in Winter 2023

Field Set

Update Description Object Further Information
Purchase Contract Lines Related List Columns

This field set includes the following updates:

  • The new Quantity field added to the Purchase Contract Line object is now included so that it is visible by default.
  • The following two fields of the Item Master object are now available for the field set:
    • Stocking UOM
    • Supplier UOM
Purchase Contract Line

Purchase Contract Fields

 

For more information about field sets, see the Salesforce Help.

Page Layouts

Page Layout Updated for This Feature in Winter 2023

Layout

Object

Description

Further Information

Purchase Contract Layout Purchase Contract This layout now includes the Renewal Reminder field.

For more information about page layouts, see the Salesforce Help.

Compact Layouts

Compact Layout Updated for This Feature in Winter 2023

Layout

Object

Description

Further Information

Purchase Contract Compact Layout Purchase Contract This compact layout is now rearranged to show fields grouped by topic in the Highlights Panel.

For more information about compact layouts, see the Salesforce Help.

Lightning Pages

Lightning Page Updated for This Feature in Winter 2023
Page

Update Description

Further Information
Purchase Contract Lightning Page

We've added a number of updates:

  • The page now includes the new Lightning actions introduced for the feature in this release:
    • Create Renewal, which is visible by default.
    • Revert Status, which is only visible for change requests that have a status of Approved or Submitted for Approval.
  • The Cancel Purchase Contract action has been removed from the Highlights Panel that displays for change requests.

 

For more information about Lightning pages, see the Salesforce Help.

 

Purchase Contracts

 

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

Lightning Components

Lightning Components Added for This Feature in Winter 2023

Component

Where Is This Used?

Description

Further Information

Purchase Contracts Expiring in 60 Days Procurement Workspace Lightning Page

This count card displays the number of purchase contracts due to expire in less than 60 days. It also enables you to access the related list view showing the records of those purchase contracts due to expire. This list view can display the following fields:

  • Purchase Contract Number
  • Supplier Site
  • Start Date
  • Days until Expiration
  • Status
SCM Procurement Workspace
Lightning Component Updated for This Feature in Winter 2023
Component

Where Is This Used?

Update Description

Further Information
SCM Purchase Contract Lines Grid Purchase Contract Lightning Page

A new button to clone lines has been added to the grid's toolbar. The component has also been modified to display a confirmation message when attempting to delete lines. Finally, a filter has been added to the Category column and now the drop-down list only displays product groups that have been predefined as categories.

Adding Components to Lightning Pages

 

Creating Purchase Contract Lines

SCM Change Requests Related List Purchase Contract Lightning Page This component now includes the new Revert Status action.

Adding Components to Lightning Pages

 

Reverting the Status of a Change Request

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023

Action

Object

Description

Further Information

Create Renewal Purchase Contract

Renews a purchase contract.

Renewing a Purchase Contract
Revert Status Reverts the status of an approved or submitted for approval change request to Draft. Reverting the Status of a Change Request
Lightning Action Updated for This Feature in Winter 2023
Action

Object

Update Description

Further Information
Apply Change Request Purchase Contract

This action now also updates the line items of the recurring purchase orders associated with the purchase contract being modified. The line item fields that this action updates are Quantity, Unit Cost, and Ship to Warehouse. The update only applies to line items belonging to purchase orders with a date that is equal to or later than the date when the change request is applied.

Applying a Change Request

 

Purchase Contract Fields

Enhancements in Creating Purchase Contracts from Requisitions

This section describes how to upgrade SCM to benefit from the enhancements made to the creation of purchase contracts from requisitions. This section also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to create purchase contracts from requisitions are assigned at least the following permissions sets:

  • SCM - Manage Purchase Contracts
  • SCM - Manage Requisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure both the Requisitions Lightning Page and the Purchase Contract Lightning Page are activated.

For information about activating Lightning Experience record pages, see the Salesforce Help.

Add the new Purchase Contract Line field to the following page layouts in the Requisition Line Item object:

  • Requisition Line Capital Equipment Layout
  • Requisition Line Category Layout
  • Requisition Line Description Layout
  • Requisition Line Item Layout

For more information about page layouts, see the Salesforce Help.

Perform step 6 of the SCM Acquisition Process Enhancements feature using the Feature Console.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 6 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to create purchase contracts from requisitions are assigned at least the following permissions sets:

  • SCM - Manage Purchase Contracts
  • SCM - Manage Requisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Add the new Purchase Contract Line field to the page layouts for requisition line items that you require.

For more information about page layouts, see the Salesforce Help.

Perform step 6 of the SCM Acquisition Process Enhancements feature using the Feature Console.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 6 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Updated Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Manage Purchase Contracts These permission sets now include the permissions that you require to benefit from the enhancements made to the creation of purchase contracts from requisitions in this release.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

SCM - Manage Requisitions
SCM - View Requisitions

Fields

Field Added for This Feature in Winter 2023

Field

Object

Description

Further Information
Purchase Contract Line Requisition Line Item

The purchase contract line that relates to the requisition line item.

Requisition Fields

Field Updated for This Feature in Winter 2023
Field

Object

Update Description

Further Information
Line Status Requisition Line Item

A new picklist value named "Placed on a Purchase Contract" has been added for the following record types: Description, Capital Equipment, Category, and Item.

For information about adding picklist values to a field, see the Salesforce Help.

Field Sets

Field Set Updated for This Feature in Winter 2023

Field Set

Update Description Object Further Information
Requisition Line Item Fields

The new Purchase Contract Line field that we've added to the Requisition Line Item object is now available for the field set.

Requisition Line Item

Requisition Fields

 

For more information about field sets, see the Salesforce Help.

Page Layouts

Page Layouts Updated for This Feature in Winter 2023

Page Layout

Update Description Object Further Information
Requisition Line Capital Equipment Layout

These layouts now include the new Purchase Contract Line field introduced for this feature in this release.

Requisition Line Item

For more information about page layouts, see the Salesforce Help.

Requisition Line Category Layout
Requisition Line Description Layout
Requisition Line Item Layout

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature

Update Description

Further Information
SCM Acquisition Process Enhancements

The feature now includes a new optional step that you can use to automatically add the new "Placed on a Purchase Contract" picklist value to the Line Status field for the following requisition line item record types: Description, Capital Equipment, Category, and Item.

Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in Purchase Orders

This section describes how to upgrade SCM to benefit from the enhancements made to purchase orders in this release. This section also details the items that have been added or updated with this feature.

New Purchase Order Reports

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Fields

Field Added for This Feature in Winter 2023
Field Object Description See Help

Further Information

End Date Purchase Order Line The end date for a purchase order line item, populated automatically for recurring purchase orders.

"Purchase Order Fields" in the SCM Help.

Purchase Order Fields

Enhancements in Recurring Purchase Orders

This section describes how to upgrade SCM so that your users can benefit from the enhancements made to the creation of recurring purchase orders from purchase contracts and purchase orders in this release. It also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to create recurring purchase orders from purchase contracts and purchase orders have been assigned at least the following permissions sets:

  • SCM - Manage Purchase Contracts
  • SCM - Initiate Acquisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure that the SCM Acquisition Process Enhancements Feature Console feature is enabled. This Feature Console feature enables you to configure the recurring purchase order functionality.

Enabling the SCM Acquisition Process Enhancements Feature

Ensure that both the Purchase Contract Lightning Page and the Purchase Order Lightning Page are activated.

For information about activating Lightning Experience record pages, see the Salesforce Help.

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the users that are going to create recurring purchase orders from purchase contracts and purchase orders have been assigned at least the following permissions sets:

  • SCM - Manage Purchase Contracts
  • SCM - Initiate Acquisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure that all the fields and buttons required to use the Recurring Purchase Orders feature are added to the required page layouts for purchase contracts and purchase orders. Enabling the SCM Acquisition Process Enhancements Feature
Ensure the New Recurring Purchase Order Lightning action is added to your custom purchase contract's record page. You can add it by using Dynamic Actions in the Lightning App Builder. We recommend that you configure this action to only display when the purchase contract has a status of "Active" and users are assigned the Create Recurring Purchase Orders from Purchase Contracts custom permission. This custom permission is included in the SCM - Initiate Acquisitions permission set.

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

 

Creating a Recurring Purchase Order

 

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Initiate Acquisitions Now include the new Create Recurring Purchase Orders from Purchase Contracts custom permission.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

SCM Super User - All

Custom Permissions

Custom Permission Added for This Feature in Winter 2023
Custom Permission

Description

Further Information
Create Recurring Purchase Orders from Purchase Contracts This custom permission enables you to view the New Recurring Purchase Order action on purchase contracts. It is included in the SCM - Initiate Acquisitions permission set.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

Lightning Pages

Lightning Page Updated for This Feature in Winter 2023
Page

Update Description

Further Information
Purchase Contract Lightning Page The page has been modified to configure the new visibility settings included in this release for the New Recurring Purchase Order action.

For more information about Lightning pages, see the Salesforce Help.

 

For information about creating dynamic actions in the Lightning App Builder, see the Salesforce Help.

Enhancements in Purchase Order Receipts

This section describes how to upgrade SCM to benefit from the enhancements made to purchase order receipts in this release. This section also details the items that have been added or updated with this feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that users who are going to create purchase order receipts have been assigned at least the following permission sets:

  • SCM - Initiate Acquisitions
  • SCM - Process Acquisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that users who are going to create purchase order receipts have been assigned at least the following permission sets:

  • SCM - Initiate Acquisitions
  • SCM - Process Acquisitions

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Included in This Feature

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

Fields

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Initiate Acquisitions These permission sets now include the required permissions to view and edit the new columns added to the Purchase Order Lines Items grid when using the Create Receipt action: Serial Numbers and Lot Numbers.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

SCM - Process Acquisitions

Enhancements in Receipts

We have redesigned the Receipts Lightning Experience. This provides a robust and focused approach to manage receipts. It also details the items that have been added or updated with the feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the SCM - Process Acquisitions and SCM - Process Customer Returns Permissions are assigned to your user group.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure the Receipt Lightning Page is activated.

For information about activating Lightning Experience record pages, see the Salesforce Help.

Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the Receipts page layouts.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the SCM - Process Acquisitions and SCM - Process Customer Returns Permissions are assigned to your user group.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the Receipts page layout.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Process Acquisitions These permission sets have been updated in order to include the required permissions to use the Lightning pages.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

SCM - Process Customer Returns

Custom Permissions

Custom Permission Updated for This Feature in Winter 2023
Custom Permission

Description

Further Information
Process Acquisitions Now enables you to create purchase order receipts, create and reverse purchase order receipt lines. It is included in the SCM - Process Acquisitions permission set.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

Field Sets

Field Set Updated for This Feature in Winter 2023

Field Set

Update Description Object Further Information
Receipt Line Item Fields

This field set defines the fields that appear in the Receipt Line Items grid on the Receipt Lightning page.

Receipt Line

Receipt Fields

 

For more information about field sets, see the Salesforce Help.

Lightning Record Pages

Lightning Record Page Updated for This Feature in Winter 2023

Page

Object

Description

Further Information

Receipts Lightning Page

Receipt

Enables you to create, view, edit, and reverse receipts.

Receipt Fields

Lightning Components

Lightning Component Updated for This Feature in Winter 2023

Component

Where Is This Used?

Description

Further Information

SCM Receipts Line Item Grid Receipt

Displays a grid that contains the line items linked to a receipt. It enables you to add, view, search, edit, reverse, and delete line items.

Receipt Fields

Buttons

Buttons Added for this Feature in Winter 2023

Button

Page Layout

Further Information

Add Documents

Receipt

Receipt Fields

Reverse Lines

 

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature

Update Description

Further Information
SCM Acquisition Process Enhancements

The feature now includes a new optional step that you can use to update Receipt fields.

Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in the SCM Procurement Workspace

We have redesigned the SCM Procurement Workspace.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.

Enhancements in AP Vouchers

We have redesigned the AP Voucher Lightning Experience. This provides a robust and focused approach to manage receipts. It also details the items that have been added or updated with the feature.

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Using Certinia Record Pages

If you want to use the Certinia record pages instead of your own, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the SCM - Manage AP Vouchers Permission set is assigned to your user group.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Ensure both the AP Voucher Lightning Page and the AP Voucher Credit Lightning Page are activated.

For information about activating Lightning Experience record pages, see the Salesforce Help.

Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the AP Voucher and AP Voucher Credit page layouts.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Using Your Own Record Pages

If you want to continue to use your own record pages, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the SCM - Manage AP Vouchers Permission set is assigned to your user group.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Perform step 7 of the SCM Acquisition Process Enhancements feature using the Feature Console to update fields in the AP Voucher and AP Voucher Credit page layouts.

Note: If the SCM Acquisition Process Enhancement feature was never enabled in your org, we recommend that you only perform step 7 and do not enable the feature with the Status slider. Steps 1 to 5 configure the recurring purchase orders functionality and are required steps if you want to enable the feature. Do not perform these steps and enable the feature unless you also want to configure the recurring purchase orders functionality.
Enabling the SCM Acquisition Process Enhancements Feature

Included in This Feature

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

Lightning Record Pages

Lightning Record Pages Updated for This Feature in Winter 2023

Page

Object

Description

Further Information

AP Voucher Lightning Page

AP Voucher

Enables you to create, view, edit, match, void, reverse, receive and credit an AP Voucher.

AP Voucher Fields

Lightning Components

Lightning Components Updated for This Feature in Winter 2023

Component

Where Is This Used?

Description

Further Information

SCM AP Voucher Line Items Grid AP Voucher

Displays a grid that contains the line items linked to an AP Voucher. It enables you to add, view, search, edit, and delete line items.

AP Voucher Fields

SCM AP Voucher Line Credit Items Grid AP Voucher

Displays a grid that contains the line items linked to an AP Voucher credit. It enables you to view line credit items.

AP Voucher Credit Fields

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Manage AP Vouchers This permission set has been updated to include the required permissions to use the AP Voucher Lightning Experience.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

Custom Permissions

Custom Permission Updated for This Feature in Winter 2023
Custom Permission

Description

Further Information
Manage AP Vouchers Enables you to create and manage AP Vouchers. It is included in the SCM - Manage AP Vouchers permission set.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

Fields

Field Added for This Feature in Winter 2023
Field

Object

Description

Further Information
Serial Numbers AP Voucher Line Item

Used to enter a block of serial numbers at once rather than individual serial numbers.

AP Voucher Fields

Field Sets

Field Sets Updated for This Feature in Winter 2023

Field Set

Update Description Object Further Information
AP Voucher Line Item Fields

This Field Set defines the fields that appear in the AP Voucher Line Items grid on the AP Voucher Lightning page.

AP Voucher

AP Voucher Fields

 

For more information about field sets, see the Salesforce Help.

AP Voucher Line Credit Item Fields

This Field Set defines the fields that appear in the AP Voucher Line Credit Items grid on the AP Voucher Lightning page.

AP Voucher

AP Voucher Credit Fields

 

For more information about field sets, see the Salesforce Help.

Buttons

Buttons Added for this Feature in Winter 2023

Button

Page Layout

Further Information

Credit

AP Voucher

AP Voucher Fields

Match

 

Receive

 

Reverse

 

Void

 

AP Voucher Line Items grid

Add Serial Numbers to a Drop Ship AP Voucher Line

 

AP Voucher Fields

Cancel

Save

Feature Console Features

Feature Console Feature Updated for This Feature in Winter 2023
Feature

Update Description

Further Information
SCM Acquisition Process Enhancements

The feature now includes a new optional step that you can use to update AP Voucher and AP Voucher Credit fields.

Enabling the SCM Acquisition Process Enhancements Feature

Enhancements in Action Queues

We have introduced a new Receiving Lightning Experience tab in the Action Queues application. This provides an effective approach to manage material transfer requests.

Upgrade Steps

To start using this feature in Winter 2023, take the following action.

Upgrade Steps

Action

Further Information

Ensure that the SCM - Manage Inventory Transfers Permission set is assigned to your user group.

Permission Sets and Other Technical Documentation

 

Assigning and Removing Permission Sets

Included in This Feature

This section details the items that have been added or updated in this release for this feature. These items are added in SCM.

Lightning Component Tabs

Lightning Component Tab Added for This Feature in Winter 2023

Name

Description

Further Information

Receiving

Manage receiving tasks. This includes viewing and confirming internal inbound transfer requests for materials between warehouses of same company.

Action Queues

Lightning Components

Lightning Components Updated for This Feature in Winter 2023

Component

Parent Component

Description

Further Information

SCM Action Queues Receiving Action Queues Manage receiving tasks. This includes viewing and confirming internal inbound transfer requests for materials between warehouses of same company.  

Action Queues Receiving Tab

Internal Inbound Transfer Grid

Action Queues Displays a grid that contains the transfer requests. It enables you to confirm transfer requests.

Permission Sets

Permission Sets Updated for This Feature in Winter 2023
Permission Set

Update Description

Further Information
SCM - Manage Inventory Transfers

These permission sets have been updated to include the required permissions to manage inventory transfers through Action Queue - Receiving tab.

Permission Sets and Other Technical Documentation

 

SCM Functional Permissions Overview

 

For more information about permission sets, see the Salesforce Help.

Buttons

Buttons Added for this Feature in Winter 2023

Button

Page Layout

Further Information

Confirm

Action Queue - Receiving tab

Action Queues Receiving Tab

Field Sets

Field Sets Added for This Feature in Winter 2023

Field Set

Update Description Object Further Information
Internal Inbound Transfer Fields

This Field Set defines the fields that appear in the Internal Inbound Transfer grid on the Action Queues - Receiving tab.

Shipping

Shipping Field Sets

 

For more information about field sets, see the Salesforce Help.

Printing Customer Quotations in Lightning Experience

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Upgrade Steps

Action

Further Information

In the relevant page layouts for the Customer Quotation object, do the following:

  1. Remove the existing Print button.
  2. Add the new Print Lightning action.

For more information about page layouts, see the Salesforce Help.

Included in This Feature

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

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023

Action

Object

Description

Further Information

Print Customer Quotation Generates a PDF from the information on the customer quotation.

Printing a Customer Quotation

Customer Quotation Fields

Core Avalara AvaTax Integration

Upgrade Steps

To upgrade this feature to Winter 2023, take the following actions.

Upgrade Steps

Action

Further Information

Perform the tasks detailed on the specified Help page. Setting up External Tax Calculation using Avalara AvaTax

Included in This Feature

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

Fields

Fields Added for This Feature in Winter 2023

Field

Object

Description

Further Information

External Tax Status AP Voucher The status of the tax calculation when using an external system to calculate tax for the AP voucher. AP Voucher Fields
External Tax Status Last Updated The date and time when the External Tax Status field was last updated.
External Tax Transaction ID The unique identifier of the transaction that represents the AP voucher in the external tax calculation system.
Override Avalara Tax Code AP Voucher Line The Avalara tax code used for the item. When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings. AP Voucher Fields
Tax Name 1-3 The name of the tax that applies to this AP voucher line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate 1-3 The tax rate to use when calculating tax for this AP voucher line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value, calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status AP Voucher Credit

The status of the tax calculation when using an external system to calculate tax for the AP voucher credit.

AP Voucher Credit Fields
External Tax Status Last Updated The date and time when the External Tax Status field was last updated.
External Tax Transaction ID The unique identifier of the transaction that represents the AP voucher credit in the external tax calculation system.
Tax Name 1-3 AP Voucher Line Credit The name of the tax that applies to this AP voucher line credit. You can use up to three fields to represent the state, county, and city tax authorities. AP Voucher Credit Fields
Tax Rate 1-3 The tax rate to use when calculating tax for this AP voucher line credit. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status Credit Invoice The status of the tax calculation when using an external system to calculate tax for the credit invoice. Credit Invoice Fields
External Tax Status Last Updated The date and time when the External Tax Status field was last updated.
External Tax Transaction ID The unique identifier of the transaction that represents the invoice in the external tax calculation system.
Total Tax Total amount of tax on the credit invoice.
Tax Credit Invoice Line The total tax value for the line. Credit Invoice Fields
Tax Name 1-3 The name of the tax used when calculating tax for the credit invoice line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate The total tax rate to use when calculating tax for the credit invoice line.
Tax Rate 1-3 The tax rate to use when calculating tax for the credit invoice line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status Customer Quotation The status of the tax calculation when using an external system to calculate tax for the customer quotation. Customer Quotation Fields
Prospect Tax Registration Number The identifying number of the prospect used for tax purposes.
Total Tax The sum of the total tax applied to all lines in the quotation.
Avalara Tax Code Customer Quotation Line The tax code used by Avalara AvaTax to calculate tax for the line. The code is automatically populated using the predefined mappings, according to the item being sold and the delivery method. Customer Quotation Fields
Override Avalara Tax Code When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.
Shipping Address Validated Indicates whether the shipping address of the customer quotation line has been validated by Avalara AvaTax.
Tax The total tax value for the customer quotation line.
Tax Name 1-3 The name of the tax that applies to this customer quotation line. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate The total tax rate to use when calculating tax for this customer quotation line.
Tax Rate 1-3 The tax rate to use when calculating tax for this customer quotation line. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value, calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Avalara Location Code Invoicing Code of the location in Avalara AvaTax that represents the physical location where the invoice is sold from. This is used for location-based filing in Avalara. Invoicing Fields
External Tax Status

The status of the tax calculation when using an external system to calculate tax for the invoice.

External Tax Status Last Updated The date and time when the External Tax Status field was last updated.
External Tax Transaction ID The unique identifier of the transaction that represents the invoice in the external tax calculation system.
Total Tax Total amount of tax on the invoice.
Avalara Tax Code Invoice Line Item The tax code used by Avalara AvaTax to calculate tax for the line. The code is automatically populated using the predefined mappings, according to the item being sold and the delivery method. Invoicing Fields
Discount The amount of discount applied to the line item.
Override Avalara Tax Code When defined, the value is used to calculate tax for the line item in AvaTax. When this is not defined, the tax code is determined from AvaTax code to product group mappings.
Tax The total tax value for the line item.
Tax Name 1-3 The name of the tax used when calculating tax for the invoice line item. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate The total tax rate to use when calculating tax for the invoice line item.
Tax Rate 1-3 The tax rate to use when calculating tax for the invoice line item. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
External Tax Status Purchase Order The status of the tax calculation when using an external system to calculate tax for the purchase order. Purchase Order Fields
Avalara Location Code Sales Order Code of the location in Avalara AvaTax that represents the physical location where the sales order is sold from. This is used for location-based filing in Avalara. Sales Order Fields
Drop Ship Address Validated Indicates whether the drop ship address of the sales order has been validated by Avalara.
External Tax Status The status of the tax calculation when using an external system to calculate tax for the purchase order.
Total Tax Total amount of tax on the sales order.
Tax Sales Order Line Item The total tax value for the line item. Sales Order Fields
Tax Name 1-3 The name of the tax used when calculating tax for this sales order line item. You can use up to three fields to represent the state, county, and city tax authorities.
Tax Rate The total tax rate to use when calculating tax for this sales order line item.
Tax Rate 1-3 The tax rate to use when calculating tax for this sales order line item. This enables you to view a breakdown of the tax rates applied per jurisdiction.
Tax Value 1-3 The tax value calculated from the corresponding tax rate. This enables you to view a breakdown of the calculated tax values per jurisdiction.
Mailing Address Validated Supplier Site Indicates whether the mailing address of the supplier site has been validated by Avalara AvaTax. Supplier Site Fields

Lightning Actions

Lightning Actions Added for This Feature in Winter 2023

Action

Object

Description

Further Information

Calculate Tax AP Voucher Calculates tax for the AP voucher using Avalara AvaTax.

Calculating Tax for an AP Voucher Using Avalara AvaTax

AP Voucher Fields

Cancel Tax Cancels tax for the AP voucher in Avalara AvaTax.

Canceling Tax for an AP Voucher in Avalara AvaTax

AP Voucher Fields

Commit Tax Commits tax for the AP voucher in Avalara AvaTax.

Posting and Committing Tax for an AP Voucher in Avalara AvaTax

AP Voucher Fields

Post Tax Posts tax for the AP voucher to Avalara AvaTax.
Calculate Tax AP Voucher Credit Calculates tax for the AP voucher credit using the external tax calculation service.

Calculating Tax for an AP Voucher Credit Using Avalara AvaTax

AP Voucher Credit Fields

Cancel Tax Cancels tax for the AP voucher credit in the external tax calculation system.

Canceling Tax for an AP Voucher Credit in Avalara AvaTax

AP Voucher Credit Fields

Commit Tax Commits tax for the AP voucher credit in the external tax calculation system.

Posting and Committing Tax for an AP Voucher Credit in Avalara AvaTax

AP Voucher Credit Fields

Post Tax Posts tax for the AP voucher credit to the external tax calculation system.
Calculate Tax Credit Invoice Calculates tax for the credit invoice using Avalara AvaTax.

Calculating Tax for a Credit Invoice Using Avalara AvaTax

Credit Invoice Fields

Cancel Tax Cancels tax for the credit invoice in Avalara AvaTax.

Canceling Tax for a Credit Invoice in Avalara AvaTax

Credit Invoice Fields

Commit Tax Commits tax for the credit invoice in Avalara AvaTax.

Posting and Committing Tax for a Credit Invoice in Avalara AvaTax

Credit Invoice Fields

Post Tax Posts tax for the credit invoice to Avalara AvaTax.
Calculate Tax Customer Quotation Calculates tax for the customer quotation using Avalara AvaTax.

Calculating Tax for a Customer Quotation Using Avalara AvaTax

Customer Quotation Fields

Validate Shipping Address Validates the shipping address of a customer quotation line in Avalara AvaTax.

Validating the Address of a Prospect on a Customer Quotation Record

Customer Quotation Fields

Calculate Tax Invoicing Calculates tax for the invoice using Avalara AvaTax.

Calculating Tax for an Invoice Using Avalara AvaTax

Invoicing Fields

Cancel Tax Cancels tax for the invoice in Avalara AvaTax.

Canceling Tax for an Invoice in Avalara AvaTax

Invoicing Fields

Commit Tax Commits tax for the invoice in Avalara AvaTax.

Posting and Committing Tax for an Invoice in Avalara AvaTax

Invoicing Fields

Post Tax Posts tax for the invoice to Avalara AvaTax.
Calculate Tax Sales Order Calculates tax for the sales order using Avalara AvaTax.

Calculating Tax for a Sales Order Using Avalara AvaTax

Sales Order Fields

Validate Drop Ship Address Validates the drop ship address of the sales order in Avalara AvaTax.

Validating the Drop Ship Address of a Sales Order

Sales Order Fields

Validate Mailing Address Supplier Site Validates the mailing address of the supplier site in Avalara AvaTax.

Validating the Mailing Address of Supplier Sites in Avalara

Supplier Site Fields

Lightning Components

Lightning Component Added for This Feature in Winter 2023

Component

Where Is This Used?

Description

Further Information

SCM Tax Calculation Settings Tax Calculation Settings Lightning page in Foundations Manage external tax settings for SCM. This component is only visible on the Tax Calculation Settings when external tax calculation is enabled with Avalara AvaTax. SCM Tax Calculation Settings Fields

Custom Permissions

The following custom permissions are not included in managed permission sets. They are included in unmanaged permission sets that are created when you enable the Tax Calculation Using Avalara feature. For more information, see Enabling the Tax Calculation Using Avalara Feature.

Custom Permissions Added for This Feature in Winter 2023
Custom Permission

Description

Calculate Tax for AP Voucher and AP Voucher Credits Enables you to view the Calculate Tax action on AP voucher and AP voucher credits.
Calculate Tax for Invoices and Credit Invoices Enables you to view the Calculate Tax action on invoices and credit invoices.
Calculate Tax for Purchase Orders Enables you to view the Calculate Tax action on purchase orders.
Calculate Tax for Sales Orders Enables you to view the Calculate Tax action on sales orders.
Post, Commit, and Cancel Tax for AP Vouchers and AP Voucher Credits Enables you to view the Post Tax, Commit Tax, and Cancel Tax actions on AP voucher and AP voucher credits.
Post, Commit, and Cancel Tax for Invoices and Credit Invoices Enables you to view the Post Tax, Commit Tax, and Cancel Tax actions on invoices and credit invoices.
Validate Drop Ship Address for Purchase Orders Enables you to view the Validate Drop Ship Address action on purchase orders.
Validate Drop Ship Address for Sales Orders Enables you to view the Validate Drop Ship Address action on sales orders.

Feature Console Features

Feature Console Feature Added for This Feature in Winter 2023
Feature

Description

Further Information
Tax Calculation Using Avalara

Updates the relevant page layouts and creates the required permission sets for calculating tax using Avalara AvaTax.

Enabling the Tax Calculation Using Avalara Feature

Introducing Certinia Trailhead: Release Highlights

If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2023 Release Highlights Trailhead module. This module will guide you through the new features in our ERP Cloud products.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2023.