New Features and Enhancements in Advanced Quoting Summer 2023

The following new features have been introduced in the Summer 2023 release of Advanced Quoting.

If you are upgrading from a previous version, see Upgrading to Advanced Quoting Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

  • The publisher name has been updated to Certinia
  • Package names no longer reference FinancialForce
  • In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.


Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Supply Chain Management Is Now Order and Inventory Management

Supply Chain Management (SCM) is now Order and Inventory Management. The package for the core product has been renamed Order and Inventory Management and the related product packages have also been renamed accordingly. The table below provides a summary of the product name changes in the SCM suite.

Old Package Name New Package Name
SCM Order and Inventory Management
AdvancedQuoting Advanced Quoting
SCM-FFA Connector Order and Inventory Management – Accounting Connector
AvaTax for SCM Order and Inventory Management Direct for Avalara
SCMAVAFFA Order and Inventory Management – Avalara – Accounting Connector
SCM Workspaces Order and Inventory Management Workspaces

We have updated all the relevant labels in the packages. If you are upgrading from a previous version, some labels might not be automatically updated.

We have also made the required updates in our Help so that our content is aligned with the name changes.


Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Advanced Quoting, see the relevant section of the Known Issues page.