Step-by-step guide:
1. Open AGRIS
...
2. Go to: Customize > System Security.
3. Select the user(s).
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- Accounts Receivable (TIP: type "R" to jump to that section) - General options - Import Sales Booking must be set at "Yes" (level 3 or higher)
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- Accounts Receivable - General options - Import Payments must be set at "Yes" (level 3 or higher)
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4. Select Option 4 - Edit Security Levels.
5. Type the letter (R) to quickly search for the ACR package.
6. Locate General Options.
7. Set Import Payments and Import Sales Booking to security level 3 or higher.
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | GENERAL OPTIONS | IMPORT PAYMENTS | YES |
ACR | GENERAL OPTIONS | IMPORT SALES BOOKINGS | YES |
8. After you are done setting up, click Back.
9. Select Option 11 - Save/Exit.
If your AGRIS version is 19.1 or older, the following additional
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steps are required:
1. Stay on the ACR package.
2. Scroll down to locate Payments / Prepayments and Sales Bookings. Set their security to ADD (Level 2 or higher)
...
...
.
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | PAYMENTS / PREPAYMENTS | PAYMENTS / PREPAYMENTS | ADD |
ACR | SALES BOOKINGS | SALES BOOKINGS | ADD |
3. Type (U) to quickly search for the SYS package.
4. Scroll down to locate Maintenace options.
5. Set Import Maintenance to ADD (Level 2 or higher).
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
SYS | MAINTENANCE | IMPORT MAINTENANCE | ADD |
6. After you are done setting up, click Back.
7. Select Option 11 - Save/Exit.
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