Approval flow (or notification) for changes of Vendor bank account

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Hello,

Is there a way to apply an approval flow to approve changes in the vendor bank account details of all vendors? For example if someone wishes to change the bank account number of a current vendor bank account?

Furthermore is there a way to create notifications for when details of a vendor bank account details?

I am aware there is a vendor approval flow in the AP parameters for changing the vendor bank account on the vendor, but I am not aware of a way to ensure no unauthorized changes are made to an active vendor bank account.

Perhaps this should be controlled through roles and segregation of duties instead?

Thanks in advance

BR,
Oskar

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Approval flow (or notification) for changes of Vendor bank account

Hi,

There is no standard workflow available for changing vendor bank details, you need to have custom code there, however this is not so easy, reason behind this is, if you want to have control in WF for bank address, that is a different table, hence you need to do the feasibility study and then go for this.

Another alternative is as you mentioned with roles.

Note- we already had this requirement and achieved by custom code for vendor bank account WF.

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NikolajSorensen 1,784 on at

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RE: Approval flow (or notification) for changes of Vendor bank account

I am not sure I understand what you are looking for specifically?

Perhaps you can share some details about what part of the vendor approval flow, which you have already identified, is not fulfilling the needs you have?

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Komi Siabi 13,049 Most Valuable Professional on at

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RE: Approval flow (or notification) for changes of Vendor bank account

Hello,

You can use alert rules to send notifications when details of a bank account had been changed.

You can as well use the security configuration to define role to restrict users from edit the bank account number field.

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