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• This shows the count of booking and prepays (i.e.,deals) that are Pending, Approved, Declined and Failed.
• Click the Settings panel that provides you with the following options:
  • Auto approve will skip the pending queue and will automatically approve the transactions. Select user(s) for which you would like auto approval.
  • Order Options:  Order remarks configuration - When using AGRIS Sales app.. the "check marked" remarks listed below will be displayed during Sales Order entry for all users. (NOTE: if the remark is check marked and grey this indicates a "REQUIRED" status in AGRIS and cannot be un-selected.)
    Search Remarks id Or Label.
  • User filter allows a person to see, review and approve only those deals created by the names of the people checked.  For example, an Agronomy Sales Manager would check the names of the Salespersons on the Agronomy team.  The Energy Sales Manager would check the names of the Salespersons on the Energy team, etc.
  • Booking Programs will provide optional or required option to select from in AGRIS Sales App
  • Pending Agreements:  By enabling this feature your team can provide a copy of the booking/prepay to the customer prior to Sales Manager approval.

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Click on the column label and type text to filter on what you need to see. You can type text in multiple column labels to refine your search.  This filter is available on all of the lists (i.e., Pending, Approved, Declined, Failed).

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• Click Pending to see the list of booking and prepays (i.e.,deals) that are Pending.
• Click Items on a deal to see the details of the deal.  
• If you change the Start or End Date(s), Remarks, Quantity, Price or Location, press Save.
• Click Approve to automatically post the deal into AGRIS and move it to the Approved list. A "Booking Approved" message should appear at the top center of the screen.  The Bank the prepay applies to is based on the User Name Id and Location Defaults in AGRIS.  
• Click Cancel to do nothing and return to the list of Pending deals.
• Click Decline to reject the deal.  

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• This shows the list of booking and prepays (i.e.,deals) that have been Approved and posted into AGRIS. It shows the Booking or Prepay number of each deal in the right column. 

Declined Image Removed

• This shows the list of booking and prepays (i.e.,deals) that have been Declined. It shows the Booking or Prepay number of each deal in the right column. 

Failed Image Removed

• This shows the count of booking and prepays (i.e.,deals) that have failed to post into AGRIS.
• The "AGRIS Response" column shows the error message from AGRIS as to why the deal did not post. 
• Click Items to make any corrections and then click Save.  
• Click Approve to post it into AGRIS. A "Booking Approved" message should appear at the top center of the screen.

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