To Configure Synchronization for the Employee Accounts

You associate the employee account with the Exchange Server account to be used for synchronization by using the Exchange Server Configuration (SM204015) form. The synchronization settings are defined by the synchronization policy you assign to the employee account.

Note: Each newly created Exchange Server account must be initiated on the Exchange side before it can be synchronized with an employee account in MYOB Acumatica. Also, the Send on behalf permission must be assigned to each of the mail accounts on the Exchange side.

For more information on Exchange Server accounts within MYOB Acumatica, see Configuration of Synchronization with Exchange Server. For more information on synchronization policies, see Synchronization Policies.

To Configure Synchronization for Employee Accounts

  1. Open the Exchange Server Configuration (SM204015) form.
  2. In the Account box, select the Exchange Server account to be used for synchronization.
  3. Make sure that the account is active (the Is Active check box should be selected).
  4. For every employee for whom you want to configure synchronization, do the following:
    1. In the table, select the Synch Account check box in the row with the employee.
    2. In the Policy Name column, select a synchronization policy.
  5. On the form toolbar, click Save.