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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Privilege of vendor ap...
Supply chain | Supply Chain Management, Commerce
Answered

Privilege of vendor approval workflow

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Posted on by Community Member Microsoft Employee

I am in D365 and started the vendor approval workflow to all listed field in accounts payable parameters. We want a specific person act as the approver. What privilege(s) have to grant to him/her? We may want to grant as-needed-basis and not extra privilege. I have tried "approve vendor request" and "approve vendor user request" but seems not that two. Thanks.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,784 Super User 2024 Season 2 on at
    RE: Privilege of vendor approval workflow

    Hi Barico,

    Like I mentioned above, you can create a new privilege or duplicate the existing one and remove some menu items, like VendTable to prevent the maintain rights on the actual data.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Privilege of vendor approval workflow
    Finally, we created a new role with the following privilege for the approver and it works:
    Maintain sensitive birth information for vendor
    Maintain sensitive vendor profile fields
    Maintain vendor bank accounts
    Maintain Vendor bank accounts entity
    Maintain vendor cash discounts
    Maintain vendor contacts
    Maintain vendor method of payment bank accounts
    Maintain vendor methods of payment
    Maintain vendor payment days
    Maintain vendor reason codes
    Maintain vendor terms of payment
    Maintain vendors
    View sensitive birth information for vendor
    View sensitive vendor bank account information
    View sensitive vendor profile fields
    View the print settings for vendor invoices
    However, it seems more than enough that the approver can edit the vendor. But if I remove some maintain right, the workflow shows error. Any thing we can do to allow the approve only approve the workflow without any edit right to vendor master?
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,784 Super User 2024 Season 2 on at
    RE: Privilege of vendor approval workflow

    Hi Barico,

    This is for the vendors not part of a separate privilege. It is included in the 'Maintain vendors' privilege. I would suggest to create a separate privilege without actual maintain rights on the vendor master.

  • saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2024 Season 2 on at
    RE: Privilege of vendor approval workflow

    Hi,

    Are you trying following workflow:

    docs.microsoft.com/.../vendor-workflow

    I found for proposed change for customer but similar should be there for vendor:

    pastedimage1626078737150v1.png

  • huijij Profile Picture
    huijij 19,811 on at
    RE: Privilege of vendor approval workflow

    Hi Barico,

    Please wait for other community member's comments.

    regards

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