Content Comparison

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• Food Pantry Admin

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

• Food Pantry Agency

  1. Pantry Manager(Default) appShould Default to

• Main Warehouse Staff

  1. Main Warehouse (Default) app for ERP Users

Permission Sets

GoldFinch to create three Permission Sets to add to R1 Permission Sets.

GFERP Super Admin Permission Set

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• CRUD Transfer Orders

• CRUD Whse Shipments

How to prevent Warehouse Staff from changing accounts??? They should have access to all Pantry accounts and Vendor accounts

Do we allow them to update contacts???

Sharing Rules for Pantry Managers

Pantry Managers should be assigned to a Warehouse, and see their own records related to that warehouse only.

• Warehouse

• Transfer Orders

• Whse Receipt

• Whse Activities

• Bin Content

• Item Journal

What is the best way to share:

• Sharing rule???

• Apex code using Pantry Association object???

• Kevin did something for BBF

Visualforce Pages/Classes/Reports

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• 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 3 users:

User 1

• Food Pantry Admin

• GFERP Super Admin Permission Set

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• Food Pantry Agency

• GFERP Pantry Manager Permission Set

User 3

• Main Warehouse Staff

• GFERP Pantry Manager Permission Set

• GFERP Main Warehouse Permission Set