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:
- Open AGRIS
- Navigate to Customize > System Security
- Select the user.
- Edit security levels for the following options.
- Accounts Receivable - General options - Import Sales Booking must be set at "Yes"
- Accounts Receivable - General options - Import Payments must be set at "Yes"
- Accounts Receivable - General options - Import Sales Booking 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.
- Accounts Receivable - Payments - must be set at "ADD"
- Accounts Receivable - Sales Bookings - Sales Booking must be set at "ADD"
- SYS- Maintenance - Import Maintenance - Level 2 or higher
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