PowerApprovals needs to establish a relation between the payment approver’s Active Directory Account and its corresponding Dynamics GP login. This allows all server side processes and audit logs to reflect the correct payment transaction approver.
You must have completed the configuration of secure approval workflow’s task-based security with thresholds properly assigned to checkbooks.
- Open the Mekorma Security Maintenance window in Dynamics GP (Navigation: Dynamics GP > Mekorma on the left navigation bar > Setup > System > Security Setup*).
Click on the *>> icon in the window’s toolbar and select Approval Email Setup.
- In the Approval Email Setup window, enter the Azure Active Directory account for each PowerApproval user.
Please ensure that you mark the Email checkmark for approvers to receive notifications. If the approver is a second approver to a payment transaction, please be sure to check the 2nd approver checkmark.