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Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase Requisition Email

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Posted on by 5

In regards to workflow, I can send a purchase requisition out and only certain users will receive the email. For instance if I send a test requisition to my boss, he receives the email with the link for the web client to approve the purchase req. If I change the workflow to myself as the approver, the email will not go through. I tried this with multiple users, some can get the requisition email, and some can not.

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  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    Hi Stan,

    Are you using Office 365 ? did you check if any of the e-mails are actually not ending up into the Exchange spam folder (or any Microsoft anti-malware filter online) ?

    The same would be true for an on-prem Exchange server..

  • Stan.F Profile Picture
    5 on at

    We are currently using office 365. Before I started working for the company they were using a different email system with outlook. The users who had that old email appear to be able to receive the email from GP where as the newer employees like myself who only had the office 365 outlook email can not. All employees were switched over to office 365 and can no longer use the old system. I have checked the junk folder and nothing appears there. When I send a test email out of GP I can receive it, it's just when doing a purchase req where it wont flow through.

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    Thanks,

    That migth confirm what I suspected.. I think that you can't use the Workflow notifications without having an on-prem Exchange server that would sync with your O365 accounts..

    I'd have to find documentation that supports that, but I recall another customer having run into this situation.

  • Bill Campbell Profile Picture
    12 on at

    Beat I seem to recall something from you earlier this spring - May sometime - I used it for work with one of my clients on O365 and local exchange and Purchase Order email.  Sorry can't be of more help, just running between client projects.

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    Thanks Bill,

    Going to dig back into earlier posts in this forum.

    Maybe Justin Sutton or Derek Albaugh could chime in and confirm my suspicions ? 

  • Suggested answer
    Justin Sutton Profile Picture
    on at

    Hey All,

    This one likely doesn't actually have anything to do with your email setup, since the test emails are sending fine. I would start looking at Active Directory as that is the next problem area. Basically the Test Emails use the full SMTP functionality, so you have proved that works, but now the next step is to get email/user information from AD, which is likely where your issues lie.

    First, I would make sure that all of the working and non-working users are in the same Domain. For example, if you had Domain A and Domain B, I would make sure that you have working users in both domains.

    Next, go through Section III. Email Message Related Issues of this article:

    community.dynamics.com/.../workflow-notification-email-troubleshooting

    Specifically, I would check to make sure all users have email addresses setup on their AD card. You can also compare the AD card from a working user against a non-working user to see if there are any fields (like Full Name) that are missing.

    Past this you can run NetMon/Wireshark traces and review it to see if LDAP traffic is working correctly, along with reviewing Workflow Logs and Event Viewer. Instructions for all of these can be found in the troubleshooting guide linked above.

    Hopefully something here will get you on your way!

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