Mapping Approver Users Active Directory Account Accounts to Dynamics GP Logins

Power Approvals needs to establish a relation between the payment approver’s AD account and its corresponding Dynamics GP login. This allows all server-side processes and audit logs to reflect the correct payment transaction approver.

Prerequisites

You must have completed the configuration of secure approval workflow’s task-based security with thresholds properly assigned to checkbooks.

*These tasks can be completed in a test company database in Dynamics GP prior to rolling out the configurations to your production environment. Please contact Mekorma Professional Services for assistance with these tasks.

Steps

1. Open the Mekorma Security Maintenance window in Dynamics GP (Navigation: Dynamics GP > Mekorma in the left-hand navigation pane > Setup > System > Security Setup).
2. Click on the >> icon in the window’s toolbar and select Approval Email Setup.
   

3. In the Approval Email Setup window, enter the Azure AD account for each Power Approvals user.
   

Ensure that you set Notification Events accordingly for users to receive notifications to their preference.

*If you are not an Office 365 subscriber and want email notifications to go to a different email server, please enter the email address of each approver in the E-mail Address field. This requires Power Approvals to be set up with the mail connector.