Dynamics Community Forum Thread Details

Hi All,

We are in the process of upgrading to GP18.4. Mostly it has gone fine with one exception:

We use PO Approval workflow quite heavily. Users log in and set up POs but approvers use the email action link functionality and don't log into GP to approve POs.

We have configured the Workflow Setup to route emails through a particular account relaying through an SMTP server we have.

When users are submitting POs through the workflow, or recalled them or resubmitting them, they are asked to log in using modern authentication and the PO is sent from their personal email accounts. This is ok, but my fist question is:

1. is this standard now, or can we route all approval emails through the account we have in the Workflow Setup - this is our current way of working in GP2015 and our preference.

2. if the answer to 1 is, no you have to get users to log in while submitting POs to send emails from their own accounts, is there a way to avoid them having to enter MFA credentials - our servers are all white listed and generally MFA is not request when a log in request comes from inside our network - however GP is still asking for this.

The second, and more pressing issue, is that while the emails are being sent out to approvers and they can approve, reject or delegate the PO through the email (actions are reflected in GP), an email is only being created by GP and routed through the email account in the Workflow Setup when the PO is approved ("Final Approval") notifying the originator that PO is approved, however when the PO is Rejected or where the PO is delegated, no email is being sent out to users (and the person to whom the PO is delegated is not receiving the PO approval notification).

Below is a summary of the PO email expected behaviour - 5 and 6 are not working when the action is taken through email - others are working ok

#	Action	Approver Receives Email	Originator Receives confirmation Email	CC Other Accounts	Account which sends the email in the Current System	Account which sends the email in New GP18 System
1	PO submitted to workflow	Yes	Yes	Yes	Account in Workflow Set Up	Originator’s Email Account
2	PO Recalled From Workflow	No	Yes	Yes	Account in Workflow Set Up	Originator’s Email Account
3	PO Resubmitted to Workflow	Yes	Yes	Yes	Account in Workflow Set Up	Originator’s Email Account
4	PO Approved	No	Yes	Yes	Account in Workflow Set Up	Account in Workflow Set Up
5	PO Rejected	No	Yes	Yes	Account in Workflow Set Up	Account in Workflow Set Up
6	PO Delegated	Yes (person to whom it’s delegated)	Yes	Yes	Account in Workflow Set Up	Account in Workflow Set Up