Content Comparison

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• Read Warehouse

• Read/Update SKUs

• Read Items

• Read Transfer Orders

• Read Tracking Line

• Read Whse Receipt Line

• CRUD on Whse Receipts

• Allow to create Whse Receipts on Transfer Orders and post WRs and create putaway

• CRUD on Whse Activities

• Allow creating Whse Activities from WRs

• Read Bin Content

• Read Bins

• CRUD on Item Journals

• CRUD Item Journal Lines

• Allow creating Item Journals

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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

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• Change the Sharing Settings for the above objects to Private

• When Write after insert/update on trigger code to these objects, 7 objects to change the owner to 

  B2B Owner

• Then share the records with Pantry Managers

• B2B_PantryAssociation table

Manager.

• How do you find Pantry Manager user:

  • Each of the records has a Warehouse field. (use Transfer-to Warehouse for Transfer Orders)

  • Warehouse has Transfer-to Account

  • Then use Transfer-to Account to filter the B2B_PantryAssocation table.

  • You will find one or more Pantry Managers

  • Share the record with all of them.

• Sample code:B2B_DelegatedAccountTrigger

  • Do not update R1 code, which start with B2B_

  • Do not call R1 code, which start with B2B_

  • Create our own code, start with GF_

Visualforce Pages/Classes/Reports (done except the red ones)

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