Set up a vendor bank account change approval workflow

To use the vendor bank account change request workflow in Sparkrock Impact, you must complete the following setup tasks in order:

1. Configure a finance approval rule for vendor bank account changes
2. Set up a number series for vendor bank account change requests
3. Enable the vendor bank account change approval workflow

To configure a finance approval rule for vendor bank account changes

Before you can enable the vendor bank account change approval workflow, at least one finance approval rule with an Approval Type of Vendor Bank Change must exist. Learn more in Set up finance approval rules.

You can optionally use the Vendor Posting Group Filter field on the Finance Approval Rules page to route vendor bank account change requests to different approvers based on the vendor's posting group.

To set up a number series for vendor bank account change requests

1. Select Search (Alt+Q) , enter purchases & payables setup, and then choose the related link.

   The Purchases & Payables Setup page opens.

2. On the Number Series FastTab, in Vendor Bank Account Change Request Nos., specify a number series.

   To learn how to create a number series, go to Create number series.

To enable the vendor bank account change approval workflow

1. Select Search (Alt+Q) , enter finance approval setup, and then choose the related link.

   The Finance Approval Setup page opens.

2. On the Document Types FastTab, on the Vendor Bank Change row, select the Enabled checkbox.

   Sparkrock Impact activates the vendor bank account change request approval workflow, makes vendor bank account records read-only for direct edits, and adds a new Vendor Bank Account Change Request Approval workflow to the Workflow page.

   There must be at least one finance approval rule with an Approval Type of Vendor Bank Change configured before you can select the Enabled checkbox for the Vendor Bank Change document type.

Related information

Vendor bank account change requests
Set up finance approval rules

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com