Vendor Class Security

The Vendor Class Security feature provides the flexibility to customize Mekorma’s security settings on a per Vendor Class basis. This feature is supported under Mekorma Legacy Security by Checkbook ID and User ID, as well as Task-Based secure approval workflow.

The rules configured for vendor security override the basic security model that you have setup.

!Before setting up Vendor Class Security, please make sure of the following:

• Vendor Classes are set up in Dynamics GP.
• Mekorma task-based security has been configured.
• You have set up one or more Threshold IDs that define the workflow(s) to be applied to each vendor class. Please remember that the Threshold ID must be assigned to a checkbook in order to take effect.
  

*To open the Mekorma Vendor Class Security Setup window, go to the Mekorma Area Page > Setup > Company > Vendor Class Security

1. Open the Mekorma Vendor Class Security Setup window. Each of your existing vendor classes will be displayed.

2. Click to the right of a vendor class to which you want to apply security rules, in the column marked Threshold ID.

3. Click the look-up next to Threshold ID to open the Threshold ID look-up window. Choose the Threshold ID that defines the correct security rules.

4. Click OK to close the window.