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Artificial names for New Roles in the Document Type Role

Proposal for common role naming

The proposal is to reduce random or client/customer specific artificial numbering and naming of roles ( document type Role ).

In the follwing illustration (1) we have an overview of customized Roles. They have a naming scheme of e.g. "00181 Einkauf". In common this can be formed to "\d\d\d\d\d Subject". In addition we have ( not marked in the picture ) a set of default ERPNext roles.

image-1634911618788.png

Suggestion

In order to stop wild growth a little bit at a time I suggest to use the following scheme for roles @ all customers:

\d\d\d Doctypename { crudpies }

E.g. for the Documents of type Quotation in the Module Selling we want to have the role checkbox for Users to Create and Update Quotations. This role position would be named:

Working examples:

(a) 011 Quotation CU  :: Create and Update Quotations

(b) 002 Asset PI :: Print and Import Assets

(c) 004 Material Request CS :: Create and  Submit Material Requests

Legende:

The numbers are being assigned per module. Module Accounting has the number 001 in order of apperance in the menu band

image-1634912525904.png

Menge der Operationen

Symbol Operation
c create and save document
r read document
u update document ( change value and save it )
d delete document
p print document
i import documents
e export documents
s submit / cancel / amend documents

 

------------------------------------------------------------------------------------------- Shorthand is CRUDPIES--------------------------

image-1634913545285.png  image-1634913563712.png