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Supply chain | Supply Chain Management, Commerce
Suggested answer

Reg: Vendor approval in D365

Posted on 18 Apr 2023 15:32:48 by 85

Hi Team,

I am unable to get the workflow option in Vendor approval for proposed vendor change in V32 release it's working perfectly in V31 release.

Also the review status is been in Approved status for the bank account before the vendor submits the workflow. Kindly find the screenshot FYR.

Kindly suggest appropriate solution for this issue 

pastedimage1681831813663v2.png

Thanks in advance

Naveen

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,547 Super User 2024 Season 1 on 19 Apr 2023 at 12:25:46
    RE: Reg: Vendor approval in D365

    I don't think there is any standard approval mechanism for Bank address (Happy to be corrected here). You can create a custom workflow.

  • Purchase requistation Profile Picture
    Purchase requistation 85 on 19 Apr 2023 at 12:05:20
    RE: Reg: Vendor approval in D365

    Thanks! for your comments is there any option for approval mechanism to change the Bank address in the Bank for Vendor approval journal.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,547 Super User 2024 Season 1 on 19 Apr 2023 at 10:15:10
    RE: Reg: Vendor approval in D365

    Hi Naveen, Due to 'Vendor bank account change proposal workflow' feature introduced in 10.0.32 I think its impacting custom Vendor bank workflow. We are discussing same issue in below thread

    community.dynamics.com/.../1334604

    Suggestion is to remove custom workflow customizations, enable this feature and check if working correctly.

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on 19 Apr 2023 at 09:29:15
    RE: Reg: Vendor approval in D365

    Hi,

    So there are two things:

    1. Proposed change on vendor master works on vendor master form , form you pasted is bank account form so it won't be enable here. It will be enable on vendor main form when you change bank account in payament tab

    2. Now i think you have got new feature for vendor bank account approval in v 32 or v33 which you can utilise and configure

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