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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Vendor Bank Account Ap...
Small and medium business | Business Central, N...
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Vendor Bank Account Approval Workflow Business Central

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Posted on by Rasmus 159
Hi,

How did you solve locking vendor bank account?

The idea is to have only one or two people allowed to change the data on the vendor bank account card, for instance the vendors bank number.


Code changes are fine. New apps not really.


Previously I have used Continia Payment Manager where this is a built-in feature.

I assume that you changed the users permissions to limit changes/hide page 425 or table 288?
 
 
Microsoft Idea under review
https://experience.dynamics.com/ideas/idea/?ideaid=63056ff1-c633-ea11-8454-0003ff68ba2f

The link works for me when I copy-paste it but not when I click it. I added a screenshot of the idea below. If you like it then please vote for it :)
 


Kind regards
Categories:
Business Central
Business Central
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    Vendor Bank Account Approval Workflow Business Central
    Hi, have you tried the Security Filters function in Permission Set? It seems to solve your problem.
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Vendor Bank Account Approval Workflow Business Central
    you could use the filter to limit what user has access to which bank in user permissions setup
  • Rasmus Profile Picture
    Rasmus 159 on at
    Vendor Bank Account Approval Workflow Business Central
    Mohamed and Kaspars I have updated my post a bit for clarity :)

    Unfortunately you have to copy and paste the link manually, if you know how to fix that let me know.

    Kind regards
  • Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 9,531 Super User 2024 Season 2 on at
    Vendor Bank Account Approval Workflow Business Central
    Hi @Rasmus
     
    Please give us more details.
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,926 Super User 2024 Season 2 on at
    Vendor Bank Account Approval Workflow Business Central
    Hi, Rasmus, 
    What is the problem? the link is not valid, and doesn't go to Microsoft Ideas. 
    Please update your post

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