Setup new vendor accounts – Option 1
02 Friday Aug 2019
Posted in Accounts Payable
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Dynamics 365FO/AX Finance & Controlling
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02 Friday Aug 2019
Posted in Accounts Payable
Great video as always! This is very exciting stuff.
Makes me wonder whether we could use Flow when a vendor’s bank account is modified or added (the bank details not the default account). Could we then put the vendor on hold for Payment until somebody reviews the bank details and take it off hold once approved?
Looking forward to part 2!
Thank you (:
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Hi Christine, For vendor/customer bank account changes you can actually use this new standard feature. Please see: https://community.dynamics.com/365/financeandoperations/b/financials/posts/new-feature-in-8-0-4-customer-and-vendor-workflow. It requires, however, that a customer/vendor is setup. That’s the reason for this and the following post 🙂 Hope it gives you some new ideas. All the best, Ludwig
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I was actually thinking about the bank account set up in the ‘set up’ section on the vendor header, which unfortunately is not controlled by the new workflow! I.e. the form where you populate the account number, sort code etc. 🙂
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This is fantastic! Looking forward to part 2 as I agree, deleting vendors after being created isn’t best practice. 🙂
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