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Fusion5 Vendor Bank Account Approval

durch Fusion5 Limited

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Vendor Bank Account approval flow based on Power Automate flow.

  • New action Send Approval Request to Vendor Bank Accounts that emits Vendor Bank Account Approval Requested business event that can be consumed from Power Automate. The system also shows a notification on the vendor's bank account card when the account is not approved or the approval is already requested.
  • Whenever the following fields are changed, the Approval Status is set to the blank value, and the record must be re-approved.
    • Bank Account No.
    • Bank Branch No.
    • EFT BSB No.
    • SWIFT Code
    • IBAN
  • When the Approval Status is reset on any Vendor Bank Account, or a new account is created, the corresponding Vendor is blocked (Blocked = Payments).
  • Once all Vendor Bank Accounts for the vendor are approved, the field is automatically set to Blocked = ''. The vendor cannot be unblocked if at least one bank account has not been approved yet.
  • If the Vendor Bank Account is deleted, the system will check if other bank accounts are waiting for approval. If there are no other accounts, the Vendor will be automatically unblocked.

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