Fusion5 Pack for Power Automate (Legacy)

Core package for custom flows and approval processes using Power Automate.

Use one of the custom approval flows or request a new one that will support your needs.

Vendor Bank Account approval flow (example flow)

• New action Send Approval Request to Vendor Bank Accounts that emits 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 the following fields are changed, 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 the Approval Status is reset on any 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 = ''. The vendor cannot be unblocked if at least one bank account has not been approved yet.
• If the Vendor Bank Account is deleted, the system will check if other bank accounts are waiting for approval. If there are no other accounts, the Vendor will be automatically unblocked.