Privilege of vendor approval workflow

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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.

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huijij 19,811 on at

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Hi Barico,

Please wait for other community member's comments.

regards

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saurabh bharti 15,039 Moderator on at

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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:

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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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.

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Community Member on at

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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?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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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.

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