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1. Create Admin User Role

Click New button

Enter Role details

Tick the check box to create an Admin role

Click OK toolbar button when done

Go to System Manager menu > Company Preferences

Turn off Origin Conversion then click Ok toolbar button

Click New button

Enter User details

Click OK toolbar button when done

Click Save on User Security screen

While record create from step 2 is still open, click the User Role dropdown

Select the role from the list

Record will be automatically saved

To be able to change company name, make sure origin integration is disabled on Company Preferences

Enter Necessary details

Click Save toolbar button

Reload i21 for changes to take effect

Tick the Origin Integration checkbox

Click Ok toolbar button

Select the transaction type and change the starting number from the Number column

Click Ok toolbar button

Edit the Prefix then Click OK

Click New button

Select the Screen from the Screen Name combo box

Add the custom fields on the grid:

Click Build button to apply the custom fields to the modules

Click Migrate Users to migrate users from 14.2 and lower

Click Currency button to migrate all origin currencies

Select a user/s then click Import button

Select a user role to assign the imported user/s then click Open Selected

Click Import button

Go to Common Info menu > Company Locations

Click New button

Setup the necessary items on each tab

Enter necessary details on the Detail tab

Enter necessary details on the Setup tab

Setup the GL Accounts in this tab

Setup the Sales tab

Setup the Grain tab

Setup the Point of Sale tab

Setup the Pricing tab

Setup the Sub-Location tab

Click Save when done

Enter a Freight Term and Select an FOB Point

Tick the Active checkbox

Click Save

Select a transaction type from combo box