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  • Name Id Types (Set security to 2 or higher).

  • Name Id Codes (Set security to 2 or higher).

Should look like this after setup

Pkg

Major Option

Minor Option

User Level

NAM

SETUP INFORMATION

NAME ID TYPES

2 OR HIGHER

NAM

SETUP INFORMATION

NAME ID CODES

2 OR HIGHER

6. Type the letter (U) to quickly search for the SYS package. Locate setup information and set the following options to appropriate security levels.

  • Location Maintenance (set to security level 1 “View only”)

Should look like this after setup

Pkg

Major Option

Minor Option

User Level

SYS

MAINTENANCE

LOCATION MAINTENANCE

2 OR HIGHER

Setting up Bookings & Quotes:

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  • Import Sales Booking (Set security level to 3 or higher)

    • Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Pkg

Major Option

Minor Option

User Level

ACR

GENERAL OPTIONS

IMPORT SALES BOOKINGS

3 OR HIGHER

Setting up Prepays:

1. Stay on the ACR package. Locate General Options and set the following options to appropriate security levels:

  • Import Payments (Set security level to 3 or higher)

    • Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Pkg

Major Option

Minor Option

User Level

ACR

GENERAL OPTIONS

IMPORT PAYMENTS

3 OR HIGHER

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Setting up Sales Orders:

Locate the INV package. Locate General Options and set the following options to appropriate security levels:

  • Import Sales Orders (Set security level to 3 or higher)

    • Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Pkg

Major Option

Minor Option

User Level

INV

GENERAL OPTIONS

IMPORT SALESORDERS

3 OR HIGHER

6. After you are done setting up, click Back.

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