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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

  • Main Warehouse Staff

    1. 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 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

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

  • Transfer Orders

  • Whse Receipt

  • Whse Activities

  • Bin Content

  • Item Journal

What is the best way to share:

  • Sharing rule???

  • Apex code using Pantry Association object???

  • Kevin did something for BBF

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 3 users:

User 1

  • Food Pantry Admin

  • GFERP Super Admin Permission Set

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

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