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Vendor/Customer approval workflow - on bank details/ GAB details

Admin-Hishan Banyal on 12/22/2020 3:09:20 PM
We would like the Customer/Vendor approval workflow to work and capture some drill down form details like the details on vendor bank account (bank account, routing type etc.)

Also the workflow to work on the Global address book so the changes are captured through vendor/customer form and also through the GAB form which can also be access via organization administration.

Thanks
Hishan
hbanyal@tervita.com
Category: Vendor Experiences
STATUS DETAILS
Completed
Ideas Administrator

Administrator on 2/12/2023 6:47:29 PM

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section

Comments

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RE: Vendor/Customer approval workflow - on bank details/ GAB details

Gary Siebenlist on 8/6/2021 5:29:46 PM

This is important for the proper approval to maintain the vendor bank data.

Category: Vendor Experiences