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R1 Design

Try to follow R1’s design

Profiles

Use these two existing profiles to assign to users

  • Food Pantry Admin

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

  • Food Pantry Agency

    1. Pantry Manager(Default) app

    2. Should Default to Main Warehouse app for ERP Users

Permission Sets

GoldFinch to create three Permission Sets.

GFERP Super Admin Permission Set

  • CRUD on these objects:

    • Alternate Shipping

    • Payment Term

    • Company Setup (no delete)

    • Currency

    • GL Account

    • Numbering Series

    • Shipping Agent

    • Warehouse

    • Item

    • Item Units of Measure

    • Item Category

    • SKU

    • 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

      • Cost Entry

GFERP Pantry Manager Permission Set

  • Read Warehouse

  • Read/Update SKUs

  • Read Items

  • Read Transfer Orders

  • CRUD on Whse Receipts

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

  • CRUD on Whse Activities

  • Allow creating Whse Activities from WRs

  • Read Bin Content

  • CRUD on Item Journals

  • 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 Whse Shipments

Sharing Rules for Pantry Managers

Pantry Managers should see their own records

  • Warehouse

  • Transfer Orders

  • Whse Receipt

  • Whse Activities

  • Bin Content

  • Item Journal

Visualforce Pages/Classes/Reports

Should assign the following to all three:

  • Visualforce PDFs:

    • GF_Mass Agency Order Creation

    • GF_OrderPackingSlipPDF

    • GF_PurchaseOrderPDF

    • GF_TransferOrderPick

    • GF_CreateTransferShipment

    • GF_MultipleOrderPackingSlipPDF

  • Classes

    • GF_OrderAllocationController

    • GF_OrderAllocationWrapper

    • GF_WhseShipmentController

    • GF_OrderPackingSlipPDF

    • GF_TransferOrderPDF

  • Reports

Testing Scripts

Create two users:

User 1

  • Food Pantry Admin

  • GFERP Super Admin Permission Set

User 2

  • Food Pantry Agency

  • GFERP Pantry Manager Permission Set

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