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Hi. Is there workflow possible on the addition or any amendment to vendor bank account details? We want to make sure that only authorised bank account details are input in D365.
Hi Nadira,
Yes you can create a new workflow on the vendor bank account. See the below link to learn how to develop a new workflow.
1. community.dynamics.com/.../create-custom-workflow-in-d365-dynamics-365
You can use Vendor change workflow in case anyone changes the Bank Details.
Check the following:
Let us know if this helps.
Thanks,
The vendor change workflow mentioned above is only about changing the default on the vendor details. It will not prevent users from adding bank accounts. When creating a new bank account or when you change the bank account, a workflow only would not be sufficient. You then need to do the same as with the vendor change workflow; the details should be kept in a staging area until the workflow has been approved to prevent users using the new information.
There are alternatives to ensure only authorized people can change the vendor bank accounts (and customer bank accounts).
Usually, you can manage via security who has access to the vendor bank details. The standard duty for maintaining vendors is also allowing for changing the bank details, but you can change it. You can read more about this on my blog: Security how-to: A purchasing agent is not allowed to maintain vendor bank details - Dynamicspedia
Another alternative would be working with electronic signatures. In that case, on moment of changing the details, an additional signature is required where the changes will be logged in the database log. A supervisor can provide this signature or the user itself. If the user is allowed to do this, the supervisor could get a notification via alerts. You can read more here: Electronic signatures overview - Finance & Operations | Dynamics 365 | Microsoft Docs
Vendor bank account approval feature has been implemented and released in 10.0.32. To activate this feature, you need to enable Vendor bank account change proposal workflow feature in the Feature management and corresponding parameters (• Accounts payable parameters > Vendor bank account approval section)
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