customer change approval in Microsoft Dynamics 365 Finance and Operations

customer change approval in Microsoft Dynamics 365 Finance and Operations

To setup , enable go to

1. Accounts receivable > Setup > Accounts receivable parameters.

2. On the General tab, on the Customer approval FastTab, set the Enable customer approvals option to Yes to enable the feature.

3. In the Data entity behavior field, select the behavior that the data entities should use when data is imported:

   • Allow changes without approval – An entity can update the customer record without processing it through the workflow.
   • Reject changes – Changes can't be made to the customer record. The import will fail for the fields that are enabled for the workflow.
   • Create change proposals – All fields will be changed except the fields that are enabled for the workflow. The new values for those fields will be added to the customer as proposed changes, and the workflow will be started automatically.

Now setup a "Proposed customer change workflow" in Accounts receivable > Setup > Accounts receivable workflows

When a field which is enabled for the workflow is modified, the Proposed changes page appears.

This page shows the original value of the field and the new value that you entered.

The field that you changed is reverted to its original value. A status message on the page informs you that your changes haven't been submitted.

Reference: https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/customer-workflow