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 (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 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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