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Create a work flow to check the EFT BILL PAYMENT field if a custom field on the vendor is checked

edited Dec 2, 2019 3:37PM in SuiteCloud / Customization 2 comments

Hi ,

I am having some fun with a Workflow related issue.

the problem I am trying to solve is:

We have the EFT payments module but only want transactions from vendors that have bank details entered and checked by a senior member of staff.

I created a custom field to sit against the Vendor - "Bank Account Approved" and granted certain roles access to check it

my aim was to change the Saved Search that the EFT process used to only bring back the transactions against a vendor with the Bank Account Approved (BAA) field , unfortunately the saved search in question is locked as it was part of a bundle.

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