Content Comparison

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• Food Pantry Admin

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

  2. Are they Administrators - most likely not

  3. GF_ Main Warehouse Permission Set

  4. GF_Pantry Manager Permission Set

• Food Pantry Agency

  1. Pantry Manager(Default) app

  2. GF_Pantry Manager Permission Set

• Main Warehouse Staff

  1. Main Warehouse (Default) app

  2. GF_ Main Warehouse Permission Set

Permission Sets

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

...

GF_Main Warehouse Permission Set

• Turn on Read All, and Modify All

• Access to Agency Allocation Page to read and create Transfer Orders

• 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 Lines

• add - Item Formula

• Item Journals

• Item Journal Lines

• Transfer Allocation

• Accounts

• Read and View All 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

...

• • Lines -

  • Item Allocations (TO) -

  • Account Posting Setups -

  • Cost Entries -

  • GL Entries -

GF_Pantry Manager Permission Set

• Do Not turn on View All, and Modify All

• Do not access to Agency Allocation Page to read and create Transfer Orders

• Read Warehouse -

• Read/Update SKUs -

• Read ItemsTransfer Orders -

• Read Transfer OrdersLines -

• remove - Read Tracking Line

• remove - Read Whse Receipt Line

• CRUD on Whse ReceiptsLines -

• Read Item Allocation (TO) -

• Read Whse Receipts - due to their licensing agreement

• Read Whse Receipt Lines - due to their licensing agreement

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

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

• Allow creating Whse Activities from WRs

• ??? Read Bin Contents - to see due to their licensing agreement

• Read Whse Activity Lines - due to their licensing agreement

• Read Bins -

• CRUD on Item Journals (kit parent)for 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

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

...

• Warehouse

• Stockkeeping Unit

• Transfer Orders

• Whse Receipt

• Whse ActivitiesBin Content

• Item Journal

What is the best way to share:

• Change the Sharing Settings for the above objects to Private

• Write after insert/update trigger code to these 7 6 objects to change the owner to 

  B2B Owner

• Then share the records with Pantry ManagerManagers.

• How do you find Pantry Manager userusers:

  • 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 per account. One Pantry manager potentially can manage multiple accounts.

  • 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_

• Update Trigger code on B2B Pantry Association records.

  • You can use R1 Trigger, but pls minimize changes. The bulk of our code should be our own class.

  • When delete, delete all related sharing records for all 6 objects.

  • When insert, add sharing records for all 6 objects.

  • When update, delete then update sharing records for all 6 objects.

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

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Create 3 users:

User 1

• Food Pantry AdminAgency

• GFERP Super Admin Pantry Manager Permission Set

User 2

• Food Pantry AgencyMain Warehouse Staff

• GFERP Pantry Manager Main Warehouse Permission Set

IGNORE for the time being -

User 3

...

1

• Food Pantry Admin

• GFERP Pantry Manager Super Admin Permission Set

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