AGRIS Customer Documentation

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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. 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.

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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