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

(0) Share

Report

Posted on by mahmoud_algindy

277

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.

All responses (7)

Answers (1)

mahmoud_algindy 277 on at

Like (0)

Report

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

Yes, Mohana Yadav

Thanks a lot, this is working great
Suggested answer

Mohana Yadav 59,137 Super User 2024 Season 2 on at

Like (0)

Report

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

I think it will not allow you to post any documents until the vendor is approved. Am I wrong?
mahmoud_algindy 277 on at

Like (0)

Report

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

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

Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

Like (1)

Report

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

[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 277 on at

Like (0)

Report

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

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
Verified answer

Mohana Yadav 59,137 Super User 2024 Season 2 on at

Like (1)

Report

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

You can try this

thedynamicsexplorer.com/.../
mahmoud_algindy 277 on at

Like (0)

Report

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

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