The idea is so simple but so important, it works fine with Purchase / Sales Documents, but for master data is nothing and very dangerous specially in companies that has a lot of users.
I wish if you add the Master Data Management features for:
- Vendor
- Item
- Customer
creation workflow with restriction and without asking for an approval button, just restrict the Item/Vendor/Customer from usage until it's approved.
Thanks for listening!
Comments
I believe what Mahmoud means is:When you create a new master data record (a new vendor, customer or item) and an approval workflow has been set up for this type of record, you still need to manually request approval.And if you don't send an approval request, the record is not blocked to use in a sales or purchase document.This is different with documents: if an approval workflow exists for a document it is not possible to release the document without sending an approval request first.In my opinion it would be better that if an approval workflow exists for a type of (master data) record, and a new record is created, an approval request should be send automatically for the new record, and the record should be blocked until approved. Sending the approval request can be triggered by closing the record.
Category: Financial Management
Business Central Team (administrator)