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customer bank account changes workflow

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Posted on by HM-29041150-0

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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

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Dynamics 365 Finance

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André Arnaud de Cal... 291,883 Super User 2024 Season 2 on at

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customer bank account changes workflow

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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Danny Bilodeau 4,308 Super User 2024 Season 1 on at

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customer bank account changes workflow

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.

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