Hi
Does IFS have any kind of approval process for changes to supplier bank accounts.
We are searching for a method, where two users must approve a change of a bank account, before it is being valid to use.
Userlevel 5
+8
Hi,
You may use IFS Standard Documentation Approval process for this purpose, if you are looking to a introduce a further control over this process.
However, if you are looking forward such a functionality for meeting a legal requirement of a customer ( specially including such approver details in files for meeting a banking requirement ), better you report it as a new request to R&D.
Best regards,
Chirantha.
Want all Supplier Bank Detail Creations and Amendments to have to be approved before the change is committed.
Thanks,
Hi.
No, we have not found a proper solution yet. We have set up an event, sending emails when changes are made, but it is not a fantastic and valid solution. We will look in to the Documentation Approval process functionality, but it looks to be a complicated setup. IFS should look in to this problem, as it is a general requirement, to have an approval process.
Brian
+2
Hi
There is no standard process for this.
That said you can use custom events to handle it. One user creates or amends the record, on saving the record, the custom event sets the blocked for use flag, thereby ensuring the new details cannot be used until approved.
Second user goes in as the approver to unset the blocked flag which together with the use of custom fields allows for the recording of who did what for audit purposes.
Correct permissions obviously required.
Hi Neill
Thanks for you reply.
I hope IFS will make a standard solution for this, as it is a normal requirement in most companies?
I do not fully understand you suggestion concerning the custom event?
The “Blocked for use” flag can be manually changed. So, your suggestion is that the first user doesn't have permissions to change the “Blocked for use” bottom?
Only the second user have this right?
If so, It is not a fantastic solution, as most companies just want to ensure that at least two people have approved the change! Have you got other ideas?
Regards Brian
Userlevel 6
+11
We normally do this bank account approval using DocMan approval process and then use custom events to control the validations (New and Modify). For an example, when an existing bank account is modified, we have to make sure that No payment will be made to this supplier before approving the account details. We generally use Blocked for Payment check box for this validation and it is automatically triggered when electronic payment address is inserted or modified. Once the approval is process is completed, the Blocked for Payment check box will be unchecked through an event.
Hi Eranda
Thanks for your reply. It sounds like a usable solution. However, there is quit some specification and setup to do, for it to work.
Can you help us by sharing some more details of the events and solution you made?
Regards Brian
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