GFERP Permission Sets

Do this in DEV

R1 Design

Try to follow R1’s design

Open

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 - 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:

  • 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) -

• 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 Agency

• GFERP Pantry Manager Permission Set

User 2

• Main Warehouse Staff

• GFERP Main Warehouse Permission Set

IGNORE for the time being -

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