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Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO.
This is a repost of the idea raised by Mahesh Rahput in the Category Vendor portal (https://experience.dynamics.com/ideas/idea/?ideaid=d0fc2f7e-0b18-e711-80c0-00155d460d59) but I believe raising it in the workflow category as I believe it's better fitting than the Vendor portal it was a bit misleading.

The proposed vendor changes workflow that has been introduced in version 8.1 only covers changing the default bank account on the vendor master sheet but it doesn't pick up when details are changed on an existing bank account or a new bank account that isn't the default one is being added.

We found the following ways to bypass it:
1.) Change default bank account on supplier account, then change bank details after workflow has been approved
2.) Have a bank account on the supplier that defaults into transaction approved by workflow (PO header, vendor invoice journal line, general journal line) and change it to another, unapproved bank account on the transaction before posting
3.) Have a bank account on the supplier that defaults into transaction approved by workflow (PO header, vendor invoice journal line, general journal line) and change it to another, unapproved bank account on the open supplier transaction
4.) Change the supplier bank account on the payment journal/payment proposal to an unapproved bank account record on the same supplier

Therefore, it would be a great addition to system functionality to have a dedicated workflow for supplier bank account master data.

Category: Workflow
STATUS DETAILS
Needs Votes

Comments

M

The idea has also been posted by Keith Siggers under Accounts Payable.
https://experience.dynamics.com/ideas/idea/?ideaid=ba6c782a-e52f-e911-9461-0003ff68c55f

Category: Workflow