Content Comparison

Do this in DEV

R1 Design

Try to follow R1’s design

Profiles

Two Use these three existing profiles :to assign to users

• 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 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:

• Account

Contact

• 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

• Item Journals

• Item Journal Lines

• Transfer Allocation

• Accounts

• Read and View All these objects:

  • Alternate Shipping -

  • Payment

    Term

    Terms -

  • Company Setup (no delete) -

  • Currency Codes -

  • GL

    Account

    Accounts -

  • Numbering Series -

  • Shipping

    Agent

    Agents -

  • Warehouse

    Warehouses -

  • Item

    Items -

  • Item Units of Measure -

  • Item Formula-

  • Item

    Category

    Categories -

  • Bins -

  • SKU -

  • Bin Contents -

  • 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:

  GFERP Pantry Manager Permission Set

• Read SKU for the Pantry Warehouse

• Read Item

• Read Transfer Orders only for the Pantry Warehouse

  • Transfer Line - Parent/Child

• Allow to create WRs on Transfer Orders and post them

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

  • Whse Receipt Line - Parent/Child

• Allow to create 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:

...

• • Task -

  • Product Allocations -

  • Item Ledger Entries -

  • Warehouse Entries -

  • Cost Entries -

  • Contacts -
    

  • Tracking 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 Transfer Orders -

• Read Transfer Lines -

• Read Tracking Lines -

• 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

• Read Whse Activities - due to their licensing agreement

• Read Whse Activity Lines - due to their licensing agreement

• Read Bins -

• CRUD on Item Journals (for Item Journal and Kit Assembly) -

• CRUD on Item Journal Lines -

Sharing Rules for Pantry Managers

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

• Warehouse

• Stockkeeping Unit

• Transfer Orders

• Whse Receipt

• Whse Activities

• 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 6 objects to change the owner to 

  B2B Owner

• Then share the records with Pantry Managers.

• How do you find Pantry Manager users:

  • 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)

Should assign all GFCON and GFERP, and all custom VFs, classes, and reports to all three permission sets.

Testing Scripts

Create 3 users:

User 1

• Food Pantry AdminAgency

• GFERP Super Admin Pantry Manager Permission Set

User 2

• Main Warehouse Staff

• GFERP Main Warehouse Permission Set

IGNORE for the time being -

User 1

• Food Pantry AgencyGFERP Pantry Manager Permission SetAdmin

• GFERP 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