Spring '23 Configuration Changes

Overview

This release includes a configuration setup, which existing Accounting Seed users must perform prior to installation. There is also an optional configuration change that can be performed by existing and/or new Accounting Seed users.

Configuration Changes

• Enable Track Activities (Allow Activities)
• Add the Delete Source Documents Button
• Add the Clone w/Lines Button

Enable Track Activities (Allow Activities)

For existing Accounting Users, prior to installing the Spring '23 release, you must enable Track Activities (Allow Activities) on the following 3 objects:

• Billing Aging History
• AP Aging History
• Uncleared Bank Reconciliation Lines

For information on how to enable, refer to the Enable/Disable Field History Tracking and Allow Activities article.

Add the Delete Source Documents Button

While an existing or new Accounting Seed user can add the Delete Source Documents button to the Accounting Period page layout, this should only be performed in accordance with the information that is provided in the Delete Archived Source Documents Guidance article. 

1. Display an Accounting Period in the Accounting Period screen.
2. Click the Gear icon and select Edit Object.
3. From the left navigation pane, click Page Layouts. Then, select the Accounting Period layout.
4. Click Mobile & Lightning Actions.
5. Drag and drop the Delete Source Documents button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.
6. Click Save.

Add the Clone w/Lines Button

(Clone w/Lines for Sales Orders and Purchase Orders)

In order to use the Clone with Lines enhancement on the Sales Order and Purchase Order objects, existing Accounting Seed users (with the Orders & Inventory package installed) will need to add the Clone w/Lines button onto the page layout.

1. Display a Sales Order.
2. Click the Gear icon and select Edit Object.
3. From the left navigation pane, click Page Layouts. Then, select the Sales Order layout. 
4. Click Mobile & Lightning Actions.
5. Drag and drop the Clone w/Lines button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.  
6. Click Save. 
7. Repeat the above steps with a Purchase Order displayed and selecting the Purchase Order layout.

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Spring ’23 Preview 2 Release

Release Notes and Schedule

• Purchase Orders can be cloned with lines. Existing users will need to add the Clone w/Lines button onto the page layout. 

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Spring ’23 Preview 1 Release

Release Notes and Schedule

• This article was new with the Spring '23 Preview 1 release.