When you add a new salesperson the following AGRIS Security must be configured.
Step-by-step guide:
1. Open AGRIS
2. Go to: Customize > System Security.
3. Select the user(s).
4. Select Option 4 - Edit Security Levels.
5. Type the letter (N) to quickly search for the NAM package. Locate Setup Information and set the following options to appropriate security levels:
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:
1. Type the letter (R) to quickly search for the ACR package. Locate General Options and set the following options to appropriate security levels:
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 |
Setting up Sales Orders and Quotes:
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.
7. Select Option 11 - Save/Exit.
8. For changes to take effect on the mobile app, log out and log back in.
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