Search - PowerApprovals Implementation Guide for GP

Upgrading Mekorma PowerApprovals

Mekorma delivers new functionality with each product build release. In order to upgrade PowerApprovals, you must follow these procedures. Activate the download and install the core Mekorma Payment Hub Product Before you upgrade PowerApprovals Upgrade…

Downloading PowerApprovals

Download the PowerApprovals resource file that aligns with the version of Mekorma you are using. Build x90 Build x88 Build x87 Build x86 Build x84

PowerApprovals Installation Prerequisites

This section details what you need to have in place prior to installing PowerApprovals.

Before You Upgrade PowerApprovals

Upgrading Mekorma PowerApprovals » Before You Upgrade PowerApprovals

Prerequisites Ensure your on-premises data gateway is running and connected to Azure Service Bus. Determine which build of Mekorma Payment Hub you are using. This will dictate the build of PowerApprovals that you will need. Determining your Mekorma Payment Hub…

PowerApprovals Architecture and Security

Mekorma PowerApprovals leverages Microsoft Power Apps and Power Automate to display payment approval information for company approvers. Approval or rejection business logic is executed server-side, on your Microsoft Dynamics Great Plains (Dynamics GP) SQL Server, for…

Sharing Mekorma PowerApprovals to Batch Approvers

Before you can use PowerApprovals, 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…

Updating PowerApprovals with the Modified Flow

Integrating Mekorma PowerApprovals with Office 365 for Email Notifications » Updating PowerApprovals with the Modified Flow

Now that you have created a new flow to receive notification emails from Office 365 accounts, you need to update PowerApprovals to use the flow. *This section is only for users who have created a new flow to receive PowerApprovals emails from the batch approver. By…

Licensing Microsoft Power Apps for Mekorma PowerApprovals

Each approver user requires a Power Apps license to use PowerApprovals. This section describes how to purchase licenses and assign them to the company’s Power Platform environment.

Importing PowerApprovals into Your Power Apps Environment

PowerApprovals is a Mekorma product that needs to be imported into the Power Apps cloud. In this section, you will be instructed to download the application package and import it into Power Apps. Prerequisites for Importing PowerApprovals Download the PowerApprovals…

Integrating Mekorma PowerApprovals with Office 365 for Email Notifications

Although PowerApprovals can send notifications through its built-in email capabilities, Office 365 customers may prefer that approval requestors receive email notifications directly from the approver. To achieve this, a Power Apps environment maker or app owner needs…

What’s in this Guide?

Mekorma PowerApprovals Implementation Guide PowerApprovals is Mekorma’s first commercial cross-platform and cross-browser mobile application written from the ground up on the Microsoft Power Platform, fully integrated with Mekorma Payment Hub for payment approvals.…

Upgrade Steps

Upgrading Mekorma PowerApprovals » Upgrade Steps

Whenever you upgrade your Mekorma Payment Hub build, you also need to upgrade PowerApprovals. Upgrading both Payment Hub and PowerApprovals provides the latest features and security updates. !When upgrading, you must be logged into the Power Apps environment as the…

Deploying 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 PowerApprovals runs within the context of the Power Apps mobile app. Each approver user must install the Power Apps mobile app to be able…

Getting the Application Web Link and QR Code

The application web link and QR code allow you to share the app with your approvers. Opening the link or scanning the QR code takes users to the PowerApprovals app in either their browser or their phone. Follow the steps below to obtain your web link and QR code. !You…

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

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

Setting up a SQL Server Proxy Login

PowerApprovals Installation Prerequisites » Setting up a SQL Server Proxy Login

A SQL Server proxy login is a security principal, or entity that can be authenticated by Mekorma PowerApprovals via the SQL Server cloud connector to access Dynamics GP databases and run PowerApprovals server-side business logic. You can create a login based on a…

Sharing the SQL Connector

Creating a Connection 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 PowerApprovals, it can be shared so that Invoice Capture can also use it (and vice versa). Open your browser and go to Power Apps…

Define Server Roles for SQL Server Proxy Login

PowerApprovals Installation Prerequisites » Setting up a SQL Server Proxy Login » Define Server Roles for SQL Server Proxy Login

The PowerApprovals SQL Server proxy login does not require any special server roles. The default selection is public.

Mapping Approver Users Active Directory Account Accounts to Dynamics GP Logins

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Mapping Approver Users Active Directory Account Accounts to Dynamics GP Logins

PowerApprovals 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…

Creating an Email Notification Agent in your Power Apps Environment

By default, Mekorma PowerApprovals is equipped to work with the standard platform mail connector. The mail connector is used to send email notifications to approval requestors and second approvers, once a transaction has been processed by an approver. PowerApprovals…

Downloading and Installing Mekorma Payment Hub

Upgrading Mekorma PowerApprovals » Downloading and Installing Mekorma Payment Hub

!To use PowerApprovals, you must be a current user of Mekorma Payment Hub. For information on installing, please visit the Payment Hub user guide. Download Mekorma Payment Hub here. *Be sure to download the corresponding build of Mekorma Payment Hub for your…

Authentication to On-Premises Data Sources

PowerApprovals Architecture and Security » 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 and LiveConnect for Analysis Services in Power…

Granting Approver Users Access to Microsoft Dynamics GP Companies

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Granting Approver Users Access to Microsoft Dynamics GP Companies

To grant an approver user with access to a Dynamics GP company, follow the instructions provided in Part 2: User Setup, Chapter 6: “Security”. Click on the Setting company access topic, in the Dynamics GP System Setup manual, available with your Dynamics GP…

Setting up Approver Users in Microsoft Dynamics GP

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Setting up Approver Users in Microsoft Dynamics GP

To set up approvers in Dynamics GP, follow the instructions provided in Part 2: User Setup, Chapter 5, “User records” of the Dynamics GP System Setup manual, available with your Dynamics GP installation. *Payment approvers can be set up as full or limited users…

Purchasing Power Apps – Microsoft 365 Admin Center

Purchasing Power Apps Licenses » Purchasing Power Apps – Microsoft 365 Admin Center

If you are already a Microsoft 365 subscriber, you can use the Microsoft 365 Admin Center to procure your Power Apps licenses. Open your browser (Chrome or Edge recommended) and log into https://admin.microsoft.com. Expand Billing in the left-hand navigation pane…

Power Apps Use Rights Included with Office 365 Licenses

Licensing Microsoft Power Apps for Mekorma PowerApprovals » Power Apps Licensing Overview » Power Apps Use Rights Included with Office 365 Licenses

Limited Power Apps use rights are included with select Office 365 licenses to allow users to customize and extend Office 365 for productivity scenarios. However, these Power Apps licenses are not compatible with Mekorma PowerApprovals due to the use of SQL Server…

Modifying the Flow

Integrating Mekorma PowerApprovals with Office 365 for Email Notifications » Modifying the Flow

The following steps will replace the default email action (i.e., Send an email notification (V3)) with the Send an Email (V2) action. This change will cause PowerApprovals to send an email to the batch requesters from the batch approver’s Office 365 account. If you…

Purchasing Power Apps Per App Plan

Purchasing Power Apps Licenses » Purchasing Power Apps Per App Plan

Mekorma recommends that customers consider the standalone Power Apps per app plan if this is their first experience with Power Apps. This plan allows you to run Mekorma PowerApprovals app and the companion Power Automate workflow at a low entry cost. This plan also…

Power Apps Per App Plan

Licensing Microsoft Power Apps for Mekorma PowerApprovals » Power Apps Licensing Overview » Power Apps Per App Plan

Power Apps per app plan allows organizations to get started with the platform at a lower entry point. Customers on the per app plan generally start with one or two use case scenarios, i.e., Mekorma PowerApprovals, before adopting the platform more broadly. Power Apps…