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

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Posted on by AleAlonso

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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

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Greg Enns 1,102 on at

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

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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MahGah 15,445 on at

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

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
AleAlonso 234 on at

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

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
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MahGah 15,445 on at

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

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/.../
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Inge M. Bruvik 1,029 Moderator on at

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

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