GFERP Permission Sets

Do this in DEV

R1 Design

Try to follow R1’s design

Profiles

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???

• Food Pantry Agency

  1. Pantry Manager(Default) app

  2. GFERP Pantry Manager Permission Set

• Main Warehouse Staff

  1. Main Warehouse (Default) app

  2. GFERP Main Warehouse Permission Set

Permission Sets

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

GFERP Main Warehouse Permission Set

• Turn on Read All, and Modify All

• 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

• 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 Lines -

  • Item Allocations (TO) -

  • Account Posting Setups -

  • Cost Entries -

  • GL Entries -

GFERP Pantry Manager Permission Set

• Do Not turn on View All, and Modify All

• Read Warehouse -

• Read/Update SKUs -

• Read Items -

• Read Transfer Orders -

• Read Transfer Lines -

• Read Tracking Lines -

• Read Item Allocation (TO) -

• CRUD on Whse Receipts -

• CRUD on Whse Receipt Lines -

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

• CRUD on Whse Activities -

• CRUD on Whse Activity Lines -

• Allow creating Whse Activities from WRs

• Read Bin Contents -

• 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

• Bin 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 objects to change the owner to 

  B2B Owner

• Then share the records with Pantry 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)

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 Agency

• GFERP Pantry Manager Permission Set

User 2

• Main Warehouse Staff

• GFERP Main Warehouse Permission Set

hold off for later

User 1

• Food Pantry Admin

• 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