Search - Mekorma Mobile Workflows for GP Implementation Guide

Sharing Mobile Workflows to Batch Approvers

Deploying the Power Apps Mobile Client » Sharing Mobile Workflows to Batch Approvers

Before you can use Mobile Workflows, you must share Power Apps to approvers in your company. You can specify each user by name or specify a security group in Azure AD. Mekorma recommends setting up an Azure AD group for large groups of approvers for easy…

Granting Access to the Batch Approvers

Deploying the Power Apps Mobile Client » Granting Access to the Batch Approvers

In a default Power Platform enviornment, all users are automatically assigned the Basic User and Environment Maker roles. Before a user can use the Mobile Workflows Power App, they must be assigned the Process Reader role in your Power Platform…

About Mekorma Mobile Workflows

This topic contains the following sections: Licensing Microsoft Power Apps for Mobile Workflows System Framework Licensing Microsoft Power Apps for Mobile Workflows Mobile Workflows requires the following license that must be purchased prior to…

Sharing the SQL Connector

Connecting to Your On-Premises SQL Server in Your Power Apps Environment » Sharing the SQL Connector

The SQL connector can be used simultaneously by multiple apps or solutions. For example, if the connector already exists for Invoice Capture, it can be shared so that Mobile Workflows can also use it (and vice versa). Open your browser and go to Power Apps…

Determining Your Mekorma Payment Hub Build

Upgrading Mobile Workflows » Determining Your Mekorma Payment Hub Build

If you are unsure of which build of Mekorma Payment Hub you are using, use the About Mekorma Products Manager window to determine your build number. In Dynamics GP, open the About Microsoft Dynamics GP window. Select Mekorma Products Manager from the Additional…

Associate the Mekorma partner ID with your Service Account

About Mekorma Mobile Workflows » Associate the Mekorma partner ID with your Service Account

After creating a service account, it is important to assign the Azure Reader role and associate Mekorma’s Partner ID (MPN ID) with the account. This ensures that Microsoft can accurately attribute customer impact and engagement to Mekorma through the Partner Admin…

Using the Power Apps Mobile Client

Deploying the Power Apps Mobile Client » Using the Power Apps Mobile Client

For the approver on the go, Power Apps offers a mobile app, which acts as a container for third-party Power Apps services. Mekorma Mobile Workflows runs within the context of the Power Apps mobile app. Each approver user must install the Power Apps mobile app to be…

Assigning Microsoft Power Apps Licenses to Users

Microsoft Power Platform Requirements » Assigning Microsoft Power Apps Licenses to Users

After you purchaser the Power Apps licenses, you need to assign user licenses to approvers and administrators. To assign user licenses, follow these steps via the Microsoft 365 admin center: Open your browser (Chrome or Edge recommended) and log into…

Add Another Gateway to Create a Cluster

Installing Microsoft On-Premises Data Gateway » Add Another Gateway to Create a Cluster

A cluster lets gateway admins avoid having a single point of failure for on-premises data access. If the primary gateway is unavailable, data requests are routed to the second gateway that you add, and so on. Because you can install only one standard gateway on a…

Mapping Active Directory Accounts to GP Login Accounts

Mapping Power Apps Accounts to Dynamics GP Login Accounts » Mapping Active Directory Accounts to GP Login Accounts

Mobile Workflows needs to establish a relation between the payment approver’s Active Directory (AD) account and its corresponding Dynamics GP login. This allows all server-side processes and audit logs to reflect the correct invoice approver. Prerequisites You must…

Mapping Power Apps Accounts to Dynamics GP Login Accounts

Mekorma Payment Hub secure approval workflow is an integral part of the requestor’s and approver’s experience. Each approver user must have an account set up in Dynamics GP, with access to the companies where they will be approving, whether they will be logging…

Deploying the Power Apps Mobile Client

These topics are included in this section, which should be followed in order. Sharing Mobile Workflows to Batch Approvers Granting Access to the Batch Approvers Using the Power Apps Mobile Client

What’s In This Guide?

Mekorma Mobile Workflows utilizes Microsoft Power Platform and integrates with Microsoft Dynamics GP to provide you the convenience and ease to approve payables transactions and new vendor records anywhere from your mobile device or browser without ever logging into…

Connecting to Your On-Premises SQL Server in Your Power Apps Environment

The SQL Server connector allows Mekorma applications, such as Mobile Workflows and Invoice Capture, to communicate with the Dynamics GP database via the on-premises data gateway. The SQL connector can be used for both Mobile Workflows and Invoice Capture…

Creating a Connection to Your On-Premises SQL Server in Your Power Apps Envirnoment

Connecting to Your On-Premises SQL Server in Your Power Apps Environment » Creating a Connection to Your On-Premises SQL Server in Your Power Apps Envirnoment

To view the information in your Dynamics GP database with Mobile Workflows, you must create a connection to your SQL Server in your Power Apps environment. Open your browser in private/incognito mode so that it does not cache your credentials and prevents the…

Upgrading Mobile Workflows

The upgrade process assumes that you have an existing Mobile Workflow installation and that you are upgrading to a newer version. If you are completing a new installation of Mobile Workflows, please use the topics in the Installing Mobile Workflows section or contact…

Installing Mobile Workflows

Before You Start You must create two components prior to installing Mobile Workflows. If you are using another Mekorma solution, these components already exist, and you can proceed to Installing the Dynamics GP Component. Follow the links below for instructions on…

Microsoft Power Platform Requirements

Microsoft Power Platform is a collection of development tools that allows users to build custom business applications, automate workflows, and analyze data with minimal coding required. Power Apps and Power Automate are both tools in Microsoft’s Power Platform…

Determining Your Current Mobile Workflows Type

Upgrading Mobile Workflows » Determining Your Current Mobile Workflows Type

The instructions for upgrading Mobile Workflows differs, depending on the type that you are using. Power Apps App and Flow Power Apps Managed Solution If you are unsure about which type of Mobile Workflows you are using, these instructions will help you. Open…

Installing the Dynamics GP Component

Installing Mobile Workflows » Installing the Dynamics GP Component

The first part of the installation includes the Dynamics GP component. After that component is installed, you need to process Mekorma table maintenance. Prerequisites Download the Dynamics GP Component. Steps Use these directions to install the Dynamics GP…

Downloading Mobile Workflows Components

Installing Mobile Workflows » Downloading Mobile Workflows Components

There are two components for Mobile Workflows-the Dynamics GP component and the Mobile Workflows Power Apps Solution Package. The download files are available on the Mekorma website under Resources > Product and Support > Product Downloads. Download the Dynamics GP…

Installing Microsoft On-Premises Data Gateway

The on-premises data gateway is software that you install in an on-premises network. The gateway facilitates access to the Dynamics GP SQL Server on your network. You must install the data gateway in standard mode. In that mode, you can install a standalone gateway or…

Service Account

About Mekorma Mobile Workflows » Service Account

To deploy the Mobile Workflows solution within the Microsoft Power Platform, you will need to create a dedicated Service Account. This Service Account is used to execute automation and integration tasks associated with the Mobile Workflows processes. Typically, the…

Downloading Components for an Upgrade

Upgrading Mobile Workflows » Downloading Components for an Upgrade

You need to download both Mobile Workflows components–the Dynamics GP component and the Mobile Workflows Power Apps Solution Package, install the Dynamics GP component and run table maintenance, and import the Mobile Workflows solution into your Power Apps…

Deleting Previous Versions of Mobile Workflows

Upgrading Mobile Workflows » Deleting Previous Versions of Mobile Workflows

If you are upgrading the Mekorma Mobile Workflows solution from an unmanaged version to a managed version, you must first remove existing Mobile Workflows objects, including the app, the flow, and the unmanaged solution. Log into Microsoft Power Apps with the…

Links for Additional Information

Appendix » Links for Additional Information

This table includes links to additional information that you might need for Mekorma Invoice Capture. Description Link Mekorma Download https://www.mekorma.com/downloads.aspx About Invoice Capture …

Setting up a SQL Server Proxy Login

Before you import the Mobile Workflow solution package, you must create a SQL Server proxy login. A SQL Server proxy login is a security principal, or entity that can be authenticated by Mekorma Mobile Workflows via the SQL Server cloud connector to access Dynamics GP…

Requesting Support, Implementation, or Customization

Appendix » Requesting Support, Implementation, or Customization

We are here to help! If you are having a specific issue with your Mekorma products and require assistance from our Customer Success team, please log in to our online portal and open a new case. Technical Support is included with your yearly enhancement plan (for…

Appendix

These topics are included in this section. Links for Additional Information Requesting Support, Implementation, or Customization

Mobile Workflows Architecture and Security

Mekorma Mobile Workflows leverages Microsoft Power Apps to display payables transaction and vendor information for company approvers. Approval or rejection business logic is executed server-side, on your Microsoft Dynamics Great Plains (Dynamics GP) SQL Server, for…

Importing the Mobile Workflows Solution for an Upgrade

Upgrading Mobile Workflows » Importing the Mobile Workflows Solution for an Upgrade

The Mekorma Mobile Workflow upgrade will be using the SQL Server Connector that you’ve already set up from the previous installation. You do not need to recreate it. Before importing the Mobile Workflows solution, you must have already downloaded the Dynamics GP…

Upgrading the Dynamics GP Component

Upgrading Mobile Workflows » Upgrading the Dynamics GP Component

The first part of the installation includes the Dynamics GP component. After that component is installed, you need to process Mekorma table maintenance. Installing the Dynamics GP Component for Mobile Workflows Use these directions to upgrade the Dynamics GP…

Security and Authentication

Mobile Workflows Architecture and Security » Security and Authentication

Authentication to On-Premises Data Sources A stored credential is used to connect from the gateway to your Dynamics GP SQL Server. Regardless of the user, the gateway uses the stored credential to connect. *There might be authentication exceptions like DirectQuery…

Importing the Mobile Workflows Solution into Your Power Apps Environment

Installing Mobile Workflows » Importing the Mobile Workflows Solution into Your Power Apps Environment

The Mobile Workflows solution package needs to be imported into the Power Apps cloud. Do not unzip the solution package after it is downloaded. *Before you continue, you must have downloaded the Dynamics GP Component and run Table Maintenance. Use the following…

Purchasing Microsoft Power Apps Licenses

Microsoft Power Platform Requirements » Purchasing Microsoft Power Apps Licenses

Each user that approves payments requires a Power Apps license to use Mobile Workflows. After you purchase the licenses, you must assign the licenses to approvers and administrators. Purchasing Microsoft Power Apps Premium Plan The Power Apps Premium plan will allow…

Power Apps Licensing Requirements

Microsoft Power Platform Requirements » Power Apps Licensing Requirements

Power Apps License Overview Power Apps Premium plans allow licensed users to run unlimited custom applications based on the full capabilities of Power Apps. You can view detailed information about Power Apps licensing and the Power Apps Premium plan on the Microsoft…

Download and Install a Standard Gateway

Installing Microsoft On-Premises Data Gateway » Download and Install a Standard Gateway

The on-premises data gateway must be online 24/7 and installed on a network computer that is always running. For optimal performance and reliability, Mekorma recommends that a wired network be used in lieu of a wireless connection. On the machine where you want to…

How the Gateway Works

Mobile Workflows Architecture and Security » How the Gateway Works

Let’s look at what happens when you interact with an element that is connected to an on-premises data source: The cloud service creates a query and the encrypted credentials for your on-premises Dynamics GP SQL Server. The query and credentials are sent to the…

Synchronize an On-Premises Active Directory with Azure Active Directory

Mobile Workflows Architecture and Security » Synchronize an On-Premises Active Directory with Azure Active Directory

To maintain consistency, make sure the UPN matches for both your on-premises AD and Azure AD accounts. Cloud services only recognize accounts that exist within Azure AD. If an account exists only in your on-premises AD, it will not be usable. There are different…

Latency Testing

Installing Microsoft On-Premises Data Gateway » Download and Install a Standard Gateway » Latency Testing

To ensure that your access to the gateway is an acceptable speed, it’s necessary to run a latency test. A good latency range is typically between 20-60ms, but anything up to 100ms is acceptable. To perform a latency test, open any internet browser on the machine…

Creating a Power Platform Environment

Microsoft Power Platform Requirements » Creating a Power Platform Environment

If you choose not to use the default Power Platform enviornment, you can create a new environment. Requirements: The environment must be created with a database. Type must be Production. The service account must be assigned to this environment with the…

System Requirements and Considerations

Installing Microsoft On-Premises Data Gateway » System Requirements and Considerations

Minimum requirements .NET Framework 4.8 (Gateway release February 2021 and later) A 64-bit version of Windows 10 or a 64-bit version of Windows Server 2012 R2 with current TLS 1.2 and cipher suites 4 GB disk space for performance monitoring logs (in default…

How Do I Tell What My UPN Is?

Installing Microsoft On-Premises Data Gateway » Add Another Gateway to Create a Cluster » How Do I Tell What My UPN Is?

If you don’t know your UPN or are not a domain admin, open the command prompt on your machine and run the command whoami /upn. The result resembles an email address, but it’s the UPN on your local domain account. Note: In some cases, you may receive the…