Vendor bank account workflow

Both creation and modification of Vendor Bank account.

Also a user-friendly audit trail on changes to vendor bank.

With the increase use of EFT payments everywhere, this is a repeating request in many implementations.

Thanks Mahesh, This is a great suggestion as it would ensure compliance with most internal audit requirements on segregation of duties!

I think the category is not accurate - as this is not necessarily related to the vendor portal

Any new on when this will be released?

We do have the same issue. The proposed vendor changes workflow that has been introduced 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: 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 the need to provide a control for creditor bank accounts continues to be addressed by cumbersome workarounds only.

please see below the flaws, if you cannot fix them then please a workflow for vendor add/ edit / bank edits. This is a KEY IT / Finicla Risk control - this could limit D365 being installed unless the client spends extra for something custom which wouldn't be ideal. We need to reduce the amount of customization to allow seamless upgrade and Cloud experiences :)

Financial** Sorry but I cannot edit my last post.. that be handy too :)

I also agree, since for some reason I can't vote for the idea I will just say it in a comment. This should work as an addition to the vendor change workflow that has been introduced in version 8.1.

This has been introduced in version 8.1 and is a very nice feature. It would be great if was made possible to add all vendor fields to be tracked by workflow, not a limited set. Another improvement would be if the workflow kicks in directly when creating a new customer or vendor. Currently (version 8.1) it only works on change.

Sorry, my previous post was incorrectly made to this idea. This applied to vendor bank account workflow.