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
All Apps for System Admin e.g( Pantry Manager(Default))
Food Pantry Agency
Pantry Manager(Default) app
Main Warehouse Staff
Main Warehouse (Default) app
Permission Sets
GoldFinch to create three Permission Sets to add to R1 Permission Sets.
GFERP Super Admin Permission Set
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
Item Journals
Item Journal Lines
Read these objects:
Bins
Product Allocations
Item Ledger Entries
Warehouse Entries
Cost Entries
Accounts
Contacts
Tracking Line
GFERP Pantry Manager Permission Set
Read Warehouse
Read/Update SKUs
Read Items
Read Transfer Orders
Read Tracking Line
Read Whse Receipt Line
CRUD on Whse Receipts
Allow to create Whse Receipts on Transfer Orders and post WRs and create putaway
CRUD on Whse Activities
Allow creating Whse Activities from WRs
Read Bin Content
Read Bins
CRUD on Item Journals
CRUD 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
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 Admin
GFERP Super Admin Permission Set
Testing:
able to create PO
When trying to Post Whse Receipt ran into error:
Permission to access an GFERP__Tracking_Line__c denied.
added Read Tracking Line permission (worked)
Can post Whse Receipt
Cannot edit PI
Cannot Post PI
added Read permission to Account Posting Setup
Cannot post PI because I cannot add Vendor Invoice No.
What do I add edit access to?
User 2
Food Pantry Agency
GFERP Pantry Manager Permission Set
User 3
Main Warehouse Staff
GFERP Pantry Manager Permission Set
GFERP Main Warehouse Permission Set