Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Vendor Bank Account Ap...
Small and medium business | Business Central, N...
Suggested answer

Vendor Bank Account Approval Workflow Business Central

(1) ShareShare
ReportReport
Posted on by Rasmus 163
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:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 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 7,440 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 163 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 10,611 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 4,011 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans