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https://rafterone.atlassian.net/wiki/spaces/MC/pages/4474175509/Profile+Roles+and+Permissions

Two profiles:

  • Food Pantry Admin

  • Food Pantry Agency

Create two Permission Sets.

  • GFERP Super Admin Permission Set

    • CRUD on these objects:

      • Account

      • Contact

      • Alternate Shipping

      • Payment

      • Company Setup

      • 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

    • Reports:

  • GFERP Pantry Manager Permission Set

    • Read SKU for the Pantry Warehouse

    • Read Item

    • Read Transfer Orders only for the Pantry Warehouse

      • Transfer Line - Parent/Child

    • Allow to create WRs on Transfer Orders and post them

      • Should only be able to access WRs for the Pantry Warehouse

      • Whse Receipt Line - Parent/Child

    • Allow to create Whse Activities from WRs

      • Should only be able to acess WAs for the Pantry Warehouse

      • Whse Activity Lines - Parent/Child

    • Read Bin Content for the Pantry

      • Warehouse Entry - Parent/Child

    • Allow to create Item Journals

      • Should only be able to access IJs for the Pantry Warehouse

      • Item Journal Line - Parent/Child

    • Reports:

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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