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[Tim Duncan]

Hi All,

Im trying to lock down the Vendor Bank Account Card window so it doesn’t allow existing Vendor Bank Account Records to be modified or deleted. Although it will allow new records to be created. This is for approval reasons as I have an approval kick off when the Preferred Bank Account Code on the Vendor Card is changed.

Does anyone know how I can enforce this change please?

Thanks in advance

#D365BusinessCentral ?

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Tim
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[Spencer Coulter]

Tim,

You can control that using permissions in the system however be aware that as with most records the insert happens almost immediately so the user may only have a number when the actual insert occurs. That being the case you will need to either allow modifies or modify the front end to support locking based on a status. If you allow modifies you can simply use the change log to watch for anyone editing the records after they’ve been approved.

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Spencer Coulter
Director, Business Applications

RSM US LLP
D: 515.281.9248 F: 515.471.5261
E: Spencer.Coulter@rsmus.com
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