Data management: Import vendor bank accounts error

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Posted on by bcbeats

We're trying to import vendor bank accounts with the vendor bank account entity. We're receiving the following error:

Results. The vendor bank account with account ID XXXX can not be used because it is on Draft state.
Results. Bank account cannot be updated to XXXX on vendor YYYY

Accounts payable parameters has Data entity behavior set to Allow changes without approval.

We've tried importing new bank accounts and updating existing.

What are we missing?

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Hana Xue Microsoft Employee on at

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Hi,
The header of each vendor bank account record contains a "Review Status" field that you can use to track the record's audit status. The error prompts that vendor account xxx is in draft status, you can check it.

It may be that you only set the data entity behavior field on the Vendor Bank Account Approval Fast Tab of the General tab, and the bank account approval field option is not set, so the system will perform approval.
For detailed information you can view this document: Vendor bank account workflow - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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