This article summarizes restricting the editing access of customer records except for specific roles such as Administrator, Ajanta Pharma – Contracts – AT and Ajanta Pharma – Customer Service.
Solution:
STAGED CUSTOM IMPORT FOR CUSTOMER PRICING & ADDRESS APPLYING RESTRICTIONS
Here’s a concise summary of the functionality overview and deployment details:
This deployment focuses on enhancing customer record security, automating approval workflows, and streamlining price list and address updates through scripts and scheduled processes.
Key Functional Updates:
- Restrict Edit Access: Locks customer records except for specified roles.
- Customer Price List Approval: Implements an approval workflow for price list modifications.
- Customer Price List Update: Introduces a custom record upload file for price list updates.
- Automated Customer Price List Update: Uses user event scripts to trigger scheduled updates upon saving custom records.
- File Upload Rejection Notification: Sends rejection email alerts to file uploaders.
- Bulk Price List Update: Employs a Map/Reduce script for mass customer price list updates.
- Automated Custom Record Cleanup: Scheduled script deletes created custom records and uploaded files.
- Customer Address Update: Adds functionality for uploading files to update customer addresses.
- Automated Address Update Process: Uses scripts to invoke scheduled updates upon saving custom records.
- Scheduled Address Field Update: Implements a scheduled script for updating customer address fields.
This setup ensures improved control over customer records, facilitates smooth updates, and automates critical processes for efficiency. Let me know if you need further refinements!