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  1. CFA MX
  2. CFAMX-21042

Testing CLONE 2022.R4 - Outside Sales : New Generic Customer and Permission

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • SCRUM Team:
      Great White
    • Story Points:
      5
    • Work Type Classification:
      Sustaining

      Description

      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:

      1. Create a new Customer that is assigned to all InFORM locations.
        1. This customer needs to be added to production when the when R4 is deployed.
      2. 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

      1. The hidden customer is assigned to all locations.
        1. It is very unlikely, but if there is a naming conflict in a store, please let me know.
      2. The new permission (security item) exists. see above
        1. Users assigned to Security Groups where the permission is ENABLED:
          1. Can view the the customer in Customer Management when the filter is set to "Active" or "All Customers"
        2. Users assigned to Security Groups where the permission is DISABLED:
          1. Can not view the customer in Customer Management
      3. We have a way to create this hidden customer in production when R4 is deployed.

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              People

              • Assignee:
                charles.wheeler Charles Wheeler
                Reporter:
                jason.powell Jason Powell
              • Watchers:
                0 Start watching this issue

                Dates

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                  Updated:
                  Resolved:

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