Review the options selected for Menus and functions within Merchant Ag PM and Merchant Ag FIN using Access Parameters. The Parameters displayed that are not applicable to your location or circumstances are intended as informational only.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > EFC Administration > Main Menu > Installation. |
The settings available for review within Access Parameters are listed below. Click the title to learn more about each section.
Company- Review information such as Fiscal Year settings, default email addresses, if reason codes will be required.
Cash Management- Provides defaults for use of Digidocs with Cash Management and ACH Sweeping.
General Ledger- Default accounts for reports and statistics.
Accounts Payable- Default accounts, ACH and DigiDocs parameters.
Accounts Receivable- Set defaults regarding Customer accounts, Interest and Finance Charges, and Integrated Credit Cards for Accounts Receivable.
Payroll- If using Payroll, create defaults for Payroll, set PTO and Direct Deposit parameters.
Project Costing- Track the Costs associated with Projects.
Chronologer- If using Chronologer as your method of capturing Employees time for payroll, utilize this tab to set or review defaults.
Inventory- Inventory account defaults, Site Transfers, Tier Pricing and Agrian.
C&G- View or set the parameters needed for the Commodities & Grain module.
Web Selling- If selling through an online catalog, use Web Selling to set email addresses and shipping methods.
Order Entry- Define what options will be available through Order Entry.
Purchase Orders- Set defaults for Purchase Orders for Items allowed on POs, default GL freight accounts and for locations using Vanguard Ag, the use of Electronic Purchase Orders and Dealer Requests.
Direct Orders- If using Direct Orders, provide the default General Ledger Freight accounts.
Fertilizer- Defaults for how Fertilizer batches are created and invoiced.
Manufacturing- Set all Feed defaults.
Grain- Defaults if using the Grain module.
PF- For use with the Oil & Energy menu.
Vehicle Tracking- Set the GL account defaults if using Vehicle Tracking.
Portal - Set what functions customers will have access to through the Merchant Ag Portal.
Search for GL Accounts
Search for a General Ledger account required in some Parameters by selecting
 - Search for a Full account. |
 - Search for a Sub account |
Account fields without a Search icon require a Full account. Double click in the field to receive an account list to select the correct account.