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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Create a custom workfl...
Small and medium business | Business Central, N...
Answered

Create a custom workflow for Vendor creation that restrict the usage of the vendor until it's approved

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Posted on by mahmoud_algindy 285

Dears, 

It seems this is not possible without customization: How to create a custom workflow for Vendor creation that restrict the usage of the vendor until it's approved?

Currently, Business central asking to click Send for approval button which the user will always forget and there is nothing to prevent the user from using the newly created vendor.

I have the same question (0)
  • mahmoud_algindy Profile Picture
    mahmoud_algindy 285 on at

    I posted an idea, I hope if you could vote: experience.dynamics.com/.../

  • Verified answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,204 Super User 2026 Season 1 on at

    You can try this

    thedynamicsexplorer.com/.../

  • mahmoud_algindy Profile Picture
    mahmoud_algindy 285 on at

    Thanks, Mohana Yadav,

    This is a great idea, however, it does not restrict the user from using that vendor, I'm looking for a solution that prevents the user to use it until it's approved.

    I tried to incorporate power automate, but the only option is to block the vendor, which simply unlocked by the user

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,165 Moderator on at
    [quote user="mahmoud_algindy"]I tried to incorporate power automate, but the only option is to block the vendor, which simply unlocked by the user[/quote]

    Isn't the simple solution to that to simply train your users not to unblock blocked vendors?

    In general I feel that we too often code around things to compensate for not training our users properly.

  • mahmoud_algindy Profile Picture
    mahmoud_algindy 285 on at

    I agree with you NorthW, training is so important, but keeping the door open and waiting until a bigger problem happenes is not good.

    Always preventive actions are better than corrective actions.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,204 Super User 2026 Season 1 on at

    I think it will not allow you to post any documents until the vendor is approved. Am I wrong?

  • mahmoud_algindy Profile Picture
    mahmoud_algindy 285 on at

    Yes, Mohana Yadav 

    Thanks a lot, this is working great 

    pastedimage1679226429563v1.png

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