D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Vendor Bank Account Approvals

  • 1.  Vendor Bank Account Approvals

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hi,
    We are looking to put more controls around vendor bank accounts but cannot seem to find the best solution to do so.

    We would like to have approvals in place for changing the bank account AND the bank account number on a vendor. We have enabled and setup the approval for the vendor bank account field, however this seems to be limited to changes of the bank account itself. If someone were to go into the already approved bank account and change the bank account number, this does not trigger the workflow.

    Has anyone implemented something similar and can provide some guidance?

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------
    Conference-AXUG_200x200


  • 2.  RE: Vendor Bank Account Approvals

    Posted 6 days ago
    Hello,

    This is indeed a limitation of the new vendor approval workflows. It makes mad that Microsoft just misses this kind of stuff, it almost makes the new vendor approval workflows useless. I can think of two workarounds for this issue, the first one being more reactive:

    1.You can set up an alert rule on the bank account number field so that when it changes you would get notified.

    2. is to modify the security of the roles so that most people can only view the bank accounts, and only authorized users can Maintain vendor bank accounts

    regards,

    ------------------------------
    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
    ------------------------------

    Conference-AXUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role