Skip to main content

Functionality

How to use​

Vendor Bank Account Approval​

Must be enabled in Power Automate Flows.

image.png

  • New fields Approval Status added to Vendor Bank Accounts. If empty, the record is not approved nor sent for approval. Available statuses: Approval Required, Pending Approval, Approved, Rejected.
  • A new action, Send Approval Request to Vendor Bank Accounts, emits a 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 any of the following fields is changed (the list of tracked fields can be changed by the user in Tracked Fields), 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 Approval Status is reset on any of 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 = ''. If at least one bank account has not been approved yet, the Vendor can not be unblocked.
  • If the Vendor Bank Account is deleted, the system will check if there are other bank accounts waiting for approval. If there are no other accounts, the Vendor will be automatically unblocked.
  • You can use Record Limits to define Vendor Bank Account that must be approved whenever any of the tracked fields is changed.

Setup​

New option Vendor Bank Account Approval in Power Automate Flows table. When enabled, the system checks whether there are any Vendor Bank Accounts. If there is at least one bank account, confirm message (see the picture below) is shown.

  • If confirmed, all Vendor Bank Accounts will be set as Approved.

  • If No is selected, the system will check all existing accounts, and if the bank account is not approved, it will block the corresponding Vendor

    image.png

Power Automate​

Do you want to know more about the workflow & approval process using Power Automate and our Fusion5 addon? See the documentation for Fusion5 Pack for Power Automate.

To configure the Power Automate flow, open https://make.powerautomate.com/ with the tenant account with the BC license assigned. The BC license is needed to be able to use Premium BC connectors without additional licenses.

In Power Automate, go to My Flows -> New Flow -> Automated Cloud Flow or import the existing flow.

Available API Pages​

All API pages have APIPublisher = 'fusion5', APIGroup = 'vendorBankAccountApproval';

  • Vendor Bank Accounts (View existing Vendor Bank Accounts)
    • APIVersion = 'v1.0';
    • EntityName = 'vendorBankAccount';
    • EntitySetName = 'vendorBankAccounts';

Available External Business Events for Power Automate​

  • Vendors (Fusion5)
    • Vendor Bank Account Approval Requested, Triggered when a vendor bank account approval is requested