Customer Approvals
avtor: ASQiT Ltd.
Approve new customers and manage sensitive changes on a customer card
Looking to increase control when creating new customers?
Customer Approvals App prevents unapproved customers to be used on sales documents and sales journals and restricts changes to approved customer details.
Only £182 / $266 / €249 per year for one company in Business Central
Features and benefits of this product:
- Easily track customer approval status
- Configure required fields for customers before approval
- Restrict usage of unapproved customers on sales
- Prevent unapproved changes to sensitive customer data
- Allow customer data change in unprotected fields
Get it now for one month free trial. For more videos, documentation and pricing options click here, or visit our page www.asqit.co.uk to check our other products.
Unlimited trial period in Sandbox
Change Log for Major Changes
26.4.4.1 - Option to define fields to protect when a customer is approved
25.0.3.2 - Customer Bank locked once customer is approved
23.0.2.2 - Any one approver from the team, when workflow user group is configured as a team.
23.0.2.1 - Configure and automatically check required fields before sending for approval.
Supported editions:
The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.
Supported countries:
All countries where Microsoft Dynamics 365 Business Central is present.