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

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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:

  • 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 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 -

  • 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) -

• CRUD on Read Whse Receipts - may to be changed to read only 040623??? due to their licensing agreementCRUD on

• Read Whse Receipt Lines - may to be changed to read only 040623??? due to their licensing agreement

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

• CRUD on Read Whse Activities - may to be changed to read only 040623??? due to their licensing agreementCRUD on

• Read Whse Activity Lines - may to be changed to read only 040623??? due to their licensing agreementAllow creating Whse Activities from WRs may to be changed to read only 040623??? due to their licensing agreement

• Read Bins -

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

• CRUD on Item Journal Lines -

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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.

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