AGRIS Sales App - Security setup to enter a Booking, Prepay, or Quote

1 Step-by-step guide:
2 Setting up Bookings & Quotes:
3 Setting up Prepays:
4 Setting up Sales Orders:
5 Setting up Min / Max Price security:
6 Related Content:

When you add a new salesperson the following AGRIS Security must be configured.

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 (N) to quickly search for the NAM package. Locate Setup Information and set the following options to appropriate security levels:

Name Id Types (Set security to 2 or higher).
Name Id Codes (Set security to 2 or higher).

Should look like this after setup

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
NAM	SETUP INFORMATION	NAME ID TYPES	2 OR HIGHER
NAM	SETUP INFORMATION	NAME ID CODES	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

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
SYS	MAINTENANCE	LOCATION MAINTENANCE	2 OR HIGHER

Setting up Bookings & Quotes:

1. Type the letter (R) to quickly search for the ACR package. Locate General Options and set the following options to appropriate security levels:

Import Sales Booking (Set security level to 3 or higher)
- Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
ACR	GENERAL OPTIONS	IMPORT SALES BOOKINGS	3 OR HIGHER

Setting up Prepays:

1. Stay on the ACR package. Locate General Options and set the following options to appropriate security levels:

Import Payments (Set security level to 3 or higher)
- Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
ACR	GENERAL OPTIONS	IMPORT PAYMENTS	3 OR HIGHER

Setting up Sales Orders:

Locate the INV package. Locate General Options and set the following options to appropriate security levels:

Import Sales Orders (Set security level to 3 or higher)
- Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.

Should look like this after setup

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
INV	GENERAL OPTIONS	IMPORT ORDERS	3 OR HIGHER

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

7. Select Option 11 - Save/Exit.

8. For changes to take effect on the mobile app, log out and log back in.

Setting up Min / Max Price security:

To set the security for Quotes, Bookings, Prepays and Sales orders to NOT allow users to price outside a specific price range the following items must be configured.

Security within the Inventory system

INVENTORY>Setup information>Order Entry Setup Options
1. On Screen 1 of 8 the fourth question is “ Allow Sales Pricing Outside Min/Max Range? Confirm this is set at “N” to enforce pricing for your company while using the AGRIS SALES APP.
Locate the INV package. Locate General Options and set the following options to appropriate security levels:

Override Min/Max Pricing levels. (Set security level to 0 to enforce or 3 or higher to override security)
- Note: If you don't want to let a certain user(s) use this option set security levels to”0”.

Should look like this after setup

Should look like this after setup
Pkg	Major Option	Minor Option	User Level
INV	GENERAL OPTIONS	OVERRIDE MIN/MAX PRICING	Set to “0”

After you are done setting up, click Back.

Select Option 11 - Save/Exit.

For changes to take effect on the mobile app, log out and log back in.