Vendor Bank Account Add or Modify Workflow

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Posted on by stuhirst

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Hi, I am trying to use workflow to start when the bank account details are added or amended on the vendor record. This is to prevent anyone adding an account not related to the vendor. We can then have a second person validate the details.

Thanks

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi,

There is no standard workflow for it. Creating one will also require additional logic to make a bank account or vendor account active or inactive to prevent wrong use of the vendor until is should have been approved.

Usually I advice to use the Electronic signatures for it. Then there is no second person directly involved, but the changes needs to be confirmed by the user and these are logged and logging cannot be deleted. So another person could have a look at changes regularly and take actions.

Have a look at this blog: http://blogs.msdn.com/b/dpaxfeatures/archive/2012/08/21/electronic-signature-in-dynamics-ax.aspx

You could go for a customization or a workaround.

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stuhirst 150 on at

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Thanks Andre, that is a good alternative.

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Community Member on at

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Instead of creating workflow, you could configure "Alerts" on the Vendor bank table to notify via email whenever new bank account is added/modified.

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stuhirst 150 on at

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Thanks Venkatesh. This could also be useful. How would I go about this please?

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You can read about creating Alerts here.

technet.microsoft.com/.../aa497014.aspx

Based on the User options, the end user will receive alert in "Notification list" within AX and/or email notification. From the Notification list form, the user can click "GoTo Origin" which will take user directly to the corresponding form/record.

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Jonathan Halland 11,310 on at

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Hi. We implemented the same electronic signatures as Andre at one of our clients, however we also added a modification that you cannot sign anything for yourself as a double check.

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stuhirst 150 on at

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Thanks Jonathan - we have come to exactly that point as well. Did you have to customise the action of the electronic signature or use a type of workflow? I looked at restricting the ability to self issue a certificate but that involved modifying System User from what I could tell and I wasn't sure if that was going to impact something else.

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Jonathan Halland 11,310 on at

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Hi

We changed the SigSignDocument form as per screenshot

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stuhirst 150 on at

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Wow - this is great stuff! I have added those few lines and works a treat. Thanks to everyone for their very much appreciated help.

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Jonathan Halland 11,310 on at

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Hi.

Can you do a write up of your final solution or mark the relevant posts as Solutions for future searchers?

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