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The approval email for a Timecard is not routed to the correct manager in Dynamics GP


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ISSUE:

Consider this example:

  • User A logged into Windows. 
  • User B logged into Dynamics GP and entered a timecard for User C. 
  • (User A reports to Mgr A.  User B reports to Mgr B.  User C reports to Mgr C. )
  • Users D and E are the listed as the workflow managers. 

 

We expected the Approval email for the timecard to route to Mgr C, however, this did not happen:

Scenario 1 -   Mgr A received the approval e-mail communication.  Why?

Scenario 2 - Users D and E received the approval email communication.  Why?

 

 

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CAUSE:

The current design is: 

  • Workflow is designed to route the email according to the hierarchy for the 'WINDOWS USER LOGIN' that is used when the timecard was entered.   It does not use the credentials for the user that logged in Dynamics GP or the employee ID that the timecard was entered for.  It uses the Windows credentials for the person who entered the timecard. 
  • If the system can't find the manager who is supposed to get the email, then it sends the email to the Workflow Managers by default. 

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RESOLUTION:

Scenario 1 - This is the design that the email will always be went to the hierarchy for the Windows login that was used.   So the user entering the timecard should also be using their own Windows login credentials so it gets routed to their own manager. 

Scenario 2 - Make sure the manager who the email is supposed to go to is set up correctly in Active Directory and has an email alias ont the GENERAL tab in AD Properties.   Then the email should be routed to the manager, and not the workflow managers. 

 

 

 

 

Query words:  ESS HRM timecards time-card HR payroll HRMSS HRMSSS self-service incorrect manager wrong person 

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Keywords: kb, kbmbsmigrate, gp, kbmbspartner

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Article Info
Article ID : 4341197
Revision : 6
Created on : 6/20/2018
Published on : 6/20/2018
Exists online : False
Views : 371