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Microsoft Dynamics AX (Archived)

Changing Supplier Bank Details

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We are looking to put in place a system where a Purchase Ledger Supervisor gets notification or approval whenever a suppliers bank details are changed, for obvious reasons. At the moment anyone with correct permissions could change these details an nobody more senior than them would be aware. Is there a way this can be set up as standard, without activating change management. 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Bruce, Have you tried setting up an alert to get the respective people informed? This is not an approval workflow but at least somebody will get informed that something has changed and if you activate the database protocol you can track what has been changed. Hope this helps, Ludwig

  • Community Member Profile Picture
    on at

    Hi Ludwig,

    As of now it's the only thing I've tried which has got close to the results we'd want so may well be the only option - just wanted to check I wasn't missing something simple.

    Thanks,

    Bruce

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