AGRIS Sales Review - Security setup to review & approve a Booking, Prepay, Quote or Sales Order

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).

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”)

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).

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).

3. After you are done setting up, click Back.

4. Select Option 11 - Save/Exit.

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