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Simplify Vendor Bank Account Approvals with D365 BC

Covalon Inc. · Pharmaceutical

Simplify Vendor Bank Account Approvals with D365 BC

Overview

Musewerx partnered with Covalon Inc., a Canadian pharmaceutical company, to implement a robust vendor bank account approval workflow within Dynamics 365 Business Central — ensuring financial security and eliminating unauthorized payment risks.

The Challenge

Covalon Inc. needed a reliable solution to verify and approve new or modified vendor bank account information before processing payments, without compromising financial security or slowing down operations.

Our Solution

Musewerx developed a custom AL-based workflow in Dynamics 365 Business Central with table/page extensions, codeunit automation, a user-friendly approval page, and multi-level security controls — covering the full lifecycle from request submission to approval or rejection.

Results & Impact

Enhanced financial security against unauthorized bank account changes
Streamlined approval process saving time for accounting and vendors
Ensured data integrity of all vendor bank account information
Scalable solution adaptable to future business growth

Technologies Used

Dynamics 365 Business CentralAL DevelopmentPower AutomateAzure Functions

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