Content Comparison

R1 Design

Try to follow R1’s design

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Profiles

Use these two existing profiles :to assign to users

• Food Pantry Admin

  1. All Apps for System Admin e.g( Pantry Manager(Default))

• Food Pantry Agency

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• 1. Pantry Manager(Default) app

  2. Should Default to Main Warehouse app for ERP Users

Permission Sets

GoldFinch to create three Permission Sets.

GFERP Super Admin Permission Set

• CRUD on these objects:

  • Account

  • Contact

  Alternate Shipping

  • Payment Term

  • Company Setup (no delete)

  • Currency

  • GL Account

  • Numbering Series

  • Shipping Agent

  • Warehouse

  • Item

  • Item Units of Measure

  • Item Category

  • SKU

  • Project

  • Project Tasks

  • Transfer Order

  • Transfer Line

  • Purchase Order

  • Purchase Line

  • Sales Invoice

  • Sales Invoice Line

  • Whse Receipt

  • Whse Receipt Line

  • Whse Shipment

  • Whse Shipment Line

  • Purchase Invoice

  • Purchase Invoice Line

  • Item Journal

  • Item Journal Line

  • Read these objects:

    • Product Allocation

    • Item Ledger Entry

    • Warehouse Entry

    Reports:

    • Cost Entry

GFERP Pantry Manager Permission Set

• Read

  SKU for the Pantry Warehouse

  Warehouse

• Read/Update SKUs

• Read

  Item

  Items

• Read Transfer Orders

  only for the Pantry WarehouseTransfer Line - Parent/Child

• CRUD on Whse Receipts

• Allow to create

  WRs

  Whse Receipts on Transfer Orders and post

  themShould only be able to access

  WRs

  for the Pantry Warehouse

• Whse Receipt Line - Parent/Child

  CRUD on Whse Activities

• Allow

  to create

  creating Whse Activities from WRs

  • Should only be able to acess WAs for the Pantry Warehouse

  • Whse Activity Lines - Parent/Child

• Read Bin Content

  for the Pantry

  • Warehouse Entry - Parent/Child

• Allow to create Item Journals

  • Should only be able to access IJs for the Pantry Warehouse

  • Item Journal Line - Parent/Child

Reports:

• CRUD on Item Journals

• Allow creating Item Journals

GFERP Main Warehouse Permission Set

We will add this Permission Set, in addition to Pantry Manager Permission Set

• CRUD Transfer Orders

• CRUD Whse Shipments

Sharing Rules for Pantry Managers

Pantry Managers should see their own records

• Warehouse

• Transfer Orders

• Whse Receipt

• Whse Activities

• Bin Content

• Item Journal

Visualforce Pages/Classes/Reports

Should assign the following to all three:

• Visualforce PDFs:

  • GF_Mass Agency Order Creation

  • GF_OrderPackingSlipPDF

  • GF_PurchaseOrderPDF

  • GF_TransferOrderPick

  • GF_CreateTransferShipment

  • GF_MultipleOrderPackingSlipPDF

• Classes

  • GF_OrderAllocationController

  • GF_OrderAllocationWrapper

  • GF_WhseShipmentController

  • GF_OrderPackingSlipPDF

  • GF_TransferOrderPDF

• Reports

Testing Scripts

Create two users:

User 1

• Food Pantry Admin

• GFERP Super Admin Permission Set

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