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Small and medium business | Business Central, N...
Suggested Answer

Is there a way to lock the Vendor's Bank Account after Vendor is approved?

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Posted on by 313

Hello, 

Is there a way to lock the Vendor's Bank Account after Vendor is approved? We want it lock for some users, not all. 

Thanks

Alejandra

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    There is no standard out of the box way to achieve this.

    There are some apps at AppSource you can look at or you would need assistance from a developer.

    appsource.microsoft.com/.../pubid.fenwicksoftware|aid.fg03|pappid.9c635c18-e65b-4aba-b78c-e35552de4c60

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi

    Ing recommended a powerful app that can help. 

    Other methods to consider 

    My question is do you want those users that you want them lock to create vendor or change anything in vendor card? Or they only should be able to see the vendor card? If those users only need to View vendor card then remove their edit permission and they always can view but not change. 

    Also, if they need to create vendor maybe you can utilize power automate to accomplish this. They will have a view permission but to create Vendor you can utilize the following methods. Meaning using Josh idea for team member then using vide method to create a vendor (user can start from MS Form then Vendor will created). But same user in BC only can see Vendor.  

    https://www.youtube.com/watch?v=_qNe7EWGZpM

    joshanglesea.wordpress.com/.../

  • AleAlonso Profile Picture
    313 on at

    Hi Mahgah,

    This should be the process:

    1. User A: creates the vendor account adding Bank account details. User A sends the vendor card for approval

    2. User B: approves de vendor. Then User A will no longer be able to update the Bank Account details, but still able to edit any other fields.

    Thanks

    Alejandra

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi Alejandra

    In this case app recommended by Inge can help. See step 4 below and notice "First Entry". This method allow user to create Vendor for the first time but after that cannot change it. The other methods will not work.

    support.fenwick.com.au/.../360000445435-Preventing-fields-from-being-changed

  • Suggested answer
    Greg Enns Profile Picture
    1,122 on at

    Another option to consider: We actually use 2 different approval workflows for this--1 for vendor and 1 for vendor Bank Account.

    For the vendor bank account, we use custom code to restrict the record after any changes so that it cannot be used for payment, until the Approval workflow is approved.

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