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Joint bank account for Expenses via HCM Data Loader for an already existing bank account linked to a — Cloud Customer Connect
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Joint bank account for Expenses via HCM Data Loader for an already existing bank account linked to a

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edited Jul 16, 2021 4:59PM in Expenses 3 comments

Summary

Trying to load a bank account for a person's expenses via HCM Data Loader where the bank account already exists and is linked to a supplier

Content

Hi,

I'm currently trying to load a bank account via HCM Data Loader for a person (who will never logon to the Fusion application) so that their delegate can raise expenses on their behalf. 

However, I'm getting an error during the zip file load (the import completes successfully) - "You can't add a person owner to a bank account that's owned by a third party".

The bank account in question is already linked to a supplier (two in fact) BUT if I were to logon as myself and try to add that bank account via the Expenses front end for me, it displays a message "A bank account with given details already exists and owned by another person. Do you want to become joint owner of that bank account?" clicking Yes then allows the bank account to be used for my expenses.

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