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Type: Story
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Status: Closed (View Workflow)
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: None
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Component/s: None
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Labels:None
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Sprint:2022.R4 New Features Sprint 1
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SCRUM Team:Brotherhood of Mutants
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Story Points:5
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Work Type Classification:Sustaining
Story
As an admin, I would like to be able to create a generic customer that is assigned to all stores.
Details
The goal of this story is to:
- Create a new Customer that is assigned to all InFORM locations.
- This customer needs to be added to production when the when R4 is deployed.
- Hide this customer and from users without permission to view.
Basically, we need to make a hidden customer without adding a UI to do so.
New Customer Name: InFORM Systematic Customer for Outside Sales
Security Group and Security Item Info
- Security Items > Customers
New Security Item Name: Customers - View Hidden Customers
Description Details: This allows admins to view hidden customers.
Future Work for This New System Customer
- Automatically assign the customer to new locations.
- Automatically assign the customer to outside sales without a customer where the tender type is not TBC
- Hide the generic customer from some reports.
AC
- The hidden customer is assigned to all locations.
- It is very unlikely, but if there is a naming conflict in a store, please let me know.
- The new permission (security item) exists. see above
- Users assigned to Security Groups where the permission is ENABLED:
- Can view the the customer in Customer Management when the filter is set to "Active" or "All Customers"
- Users assigned to Security Groups where the permission is DISABLED:
- Can not view the customer in Customer Management
- Users assigned to Security Groups where the permission is ENABLED:
- We have a way to create this hidden customer in production when R4 is deployed.
- implements
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CFAMX-18792 INF-12342 Remove Outside Sales from Customer Sales and send Foodtruck through Outside Sales
- Open
- Is Clone Of
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CFAMX-21042 Testing CLONE 2022.R4 - Outside Sales : New Generic Customer and Permission
- Closed