2. Table of Contents
No. Topic Page
1. Introduction 3
2. Site Configuration 4
3. Solution Development 10
4. InfoPath Forms 16
3. Acme, Inc – Towing Company
The purpose of this document is to provide an overview for a project I worked through the time I was with SetFocus.
The purpose of this project was to create a company portal to provide the following functions:
• Allow the sales team to share information
• Allow vendors to access certain parts of the portal for PO and Invoice purposes
• Automate the assignment of the PO’s to vendors
• Automate the receiving and initial processing of invoices from vendors
5. One of the project requirements was for the vendors to be able to access
the portal remotely. Above we have created the default zone for ACME
employee access and the Internet zone for vendor access. Employees will
use local network authentication while vendors will use forms based SQL
authentication.
6. Central location for all contacts for the sales department. Makes sharing and searching of the contacts easily
accessible.
8. The slide deck provides a central location for a presentation material eliminating the need to recreate documents
from scratch and at the same time saving space.
10. Vendor management web part allows the creation and deletion of vendor portals as needed. Success or failure
messages are displayed for the user in addition to being added to a central Vendor list for use by other web parts and
workflows.
11. The code about is the sub site creation code that allows all ACME employees to create Vendor Portals w/o needed
elevated access via the “RunWithElivatedPriviledges” elevation.
12. Here we are adding the vendor information to the vendor list.
13. Custom site template to be used to create all vendor sub sites. This template includes the Invoices and Purchase
Orders Lists as well as the custom content types needed to satisfy the project requirements.
14. This custom workflow allows ACME to automate the distribution of PO’s to their various vendors.
