When you add new sales people to have the ability to enter a booking the following AGRIS Security must be configured.
Step-by-step guide:
1. Open AGRIS
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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"
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- Accounts Receivable - General options - Import Payments must be set at "Yes"
*IF your version of AGRIS is 19.1 (not current software update) or older, the following additional security requirements are needed.
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4. Select Option 4 - Edit Security Levels.
5. Type the letter (R) to quickly search for the ACR package. Locate General Options and set the following options to appropriate security levels:
Import Payments (Set security level to 3 or higher).
Import Sales Bookings (Set security level to 3 or higher).
Import Sales Orders (Set security level to 2 or higher).
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | GENERAL OPTIONS | IMPORT PAYMENTS | 3 OR HIGHER |
ACR | GENERAL OPTIONS | IMPORT SALES BOOKINGS | 3 OR HIGHER |
INV | GENERAL OPTIONS | IMPORT ORDERS | 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 |
7. After you are done setting up, click Back.
8. Select Option 11 - Save/Exit.
For Printing Sales Orders:
**Auto Approve for the user must be turned on**
This can be done in SalesReview under Settings > Auto Approve.
If your AGRIS version is 19.1 or older, the following additional steps are required:
1. Stay on the ACR package. Locate Payments / Prepayments and Sales Bookings then set the following options to appropriate security levels:
Payments / Prepayments (Set security level to 2 or higher).
Sales Bookings (Set security level to 2 or higher).
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | PAYMENTS / PREPAYMENTS | PAYMENTS / PREPAYMENTS | 2 OR HIGHER |
ACR | SALES BOOKINGS | SALES BOOKINGS | 2 OR HIGHER |
2. Type (U) to quickly search for the SYS package. Locate Maintenace and set the following options to appropriate security levels:
Import Maintenance (Set security level to 2 or higher).
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
SYS | MAINTENANCE | IMPORT MAINTENANCE | 2 OR HIGHER |
3. After you are done setting up, click Back.
4. Select Option 11 - Save/Exit.
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