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Add creditor approval workflow

Is there a way to add an approver for creditor setup/maintenance?

This is needed as an extra layer of security when bank details are being changed.

As also suggested a change log would also be beneficial.

I'm new to Jobpac so this may be there. I've looked through a lot of documentation and can't see it.

  • Guest
  • Mar 28 2024
Finance
Company Roberts Co
Job Title / Role AP Manager
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    02 Apr 03:18

    Hi Peter,
    Although we dont currently have an approval workflow around setting up a
    new Creditor, we do have some configuration settings that restrict the edit
    capability of bank account details on the Supplier. Edit capability can
    then be granted to specific users through their menu access.
    There is also a Change log on the creditor master file for most fields.
    Please reach out to support for assistance in understanding this feature
    and how to see audited changes.
    Cheers
    Andrew

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