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) app

  2. Pantry Manager Permission Set

• Main Warehouse Staff

  1. Main Warehouse (Default) app

  2. GFERP Main Warehouse Permission Set

GFERP Super Admin Permission Set

Permission Sets

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

GFERP

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Main Warehouse Permission Set

• CRUD on these objects:

  Alternate Shippings

  • Payment Terms

  • Company Setup (no delete)

  • Currency Codes

  • GL Accounts

  • Numbering Series

  • Shipping Agents

  • Warehouses

  • Items

  • Item Units of Measure

  • Item Categories

  • SKU

  • Bin Contents

  • Project

  • Project Task

  • Transfer Orders

  • Transfer Lines

  • Purchase Orders

  • Purchase Lines

  • Sales Invoices

  • Sales Invoices Lines

  • Whse Receipts

  • Whse Receipt Lines

  • Whse Shipments

  • Whse Shipment Lines

  • Whse Activities

  • Whse Activity Lines

  • Purchase Invoices

  • Purchase Invoice Linesadd - Item Formula

  • Item Journals

  • Item Journal Lines

• Read these objects:

  • Alternate Shipping

  • Payment Terms

  • Company Setup (no delete)

  • Currency Codes

  • GL Accounts

  • Numbering Series

  • Shipping Agents

  • Warehouses

  • Items

  • Item Units of Measure

  • Item Formula

  • Item Categories

  • Bins

  • SKU

  • Bin Contents

  • Project

  • Project Task

  • Product Allocations

  • Item Ledger Entries

  • Warehouse Entries

  • Cost Entries

  • Accounts

  • Contacts

    Tracking Line

GFERP Pantry Manager Permission Set

• Do Not turn on Read All, and Modify All

• Read Warehouse

• Read/Update SKUs

• Read Items

• Read Transfer Orders

• remove - Read Tracking Line

• remove - Read Whse Receipt LineCRUD on Whse Receipts

• CRUD on Whse ReceiptsReceipt Lines

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

• CRUD on Whse Activities - possible to automate???

• CRUD on Whse Activity Lines

• Allow creating Whse Activities from WRs

• ??? Read Bin Contents - to see Read Bins

• CRUD on Item Journals (kit parentfor Item Journal and Kit Assembly)

• CRUD on Item Journal Lines

• 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 Transfer Lines

• CRUD Whse Shipments

• CRUD Whse Shipment Lines

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Do we allow them to update contacts???

Sharing Rules for Pantry Managers

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• Main Warehouse Staff

• GFERP Pantry Manager Permission Set

• GFERP Main Warehouse Permission Set

hold off for later

GFERP Super Admin Permission Set

• Add to Main Warehouse Permission Set

• CRUD on these objects:

  • Alternate Shipping

  • Payment Terms

  • Company Setup (no delete)

  • Currency Codes

  • GL Accounts

  • Numbering Series

  • Shipping Agents

  • Warehouses

  • Items

  • Item Units of Measure

  • Item Categories

  • SKU

  • Project

  • Project Task

  • Item Formula