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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / customer bank account ...
Finance | Project Operations, Human Resources, ...
Answered

customer bank account changes workflow

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Posted on by HM-29041150-0 41
Hi, 
 
Is it possible to create a workflow for customer bank account changes?
 
I can see a workflow for customer changes but it doesn't include the bank account details.
 
Thanks
Hannah
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,918 Super User 2025 Season 2 on at
    Hi,
    There is a setup on AR parameters to activate it:
     
    You'd use the Proposed Customer Change Workflow with a condition to look at the Customer Bank Account change and to direct the work item to desired approval flow.
     
     
     
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at
    Hi Hannah,
     
    Is your question about the bank account field on the customer master or some details on the customer bank account itself? In case it is the latter, then there is no support for it in the standard application as it is for vendor bank accounts.

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