Setup step on the Cash and bank master data change setup page · Cash and bank management

Set up Cash and bank master data change setup

Used to require approval when bank accounts are created or changed, and to keep a history of the changes.

Used by: Accounts payable manager, Chief financial officer, Accounts receivable manager and 6 more roles
Business process: Establish banking relationships
Menu item: CashAndBankMainDataChangeSetup
Main table: MainDataChangeSetupMetadataHeadingTableTmp
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page where you turn on approval workflows and change history for bank accounts.
What you do here	Used to require approval when bank accounts are created or changed, and to keep a history of the changes.
Example	—

Cash and bank master data change setup page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Manage cash › Establish banking relationships
Menu path	Cash and bank management › Setup › Cash and bank master data change setup
Set up first	Cash and bank management workflows Microsoft Learn ↗
Used next by	Bank account change history Microsoft Learn ↗
Related pages	—
In this process	Set up Cash and bank management workflows →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Cash and bank master data change setup1 screen

Used to require approval when bank accounts are created or changed, and to keep a history of the changes.

Screen 1
Review the bank account change controls
Go to Cash and bank management > Setup > Cash and bank master data change setup
1. Select Bank accounts in the list
2. Select Edit, and set Change approval on modification, Change approval on creation and Change history as needed
3. Choose the Data entity behavior for imported changes
1Change approval on modification No
2Change approval on creation No
3Change history No
4Data entity behavior Allow changes without approval
5Bank accounts Selected
Show the full screen
page title tab to open what to set or check

1Change approval on modification	No
2Change approval on creation	No
3Change history	No
4Data entity behavior	Allow changes without approval
5Bank accounts	Selected

Microsoft's steps

Go to Cash and bank management > Setup > Cash and bank master data change setup.
Select Change approval on modification and Change approval on creation as needed.
Select Change history to keep a history of bank account changes.
In Data entity behavior, select the approval workflow for bank accounts imported through data entities.
If you use approval on modification, activate on the Protected fields page the fields that trigger approval.
Select Save.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Change approval on modification	Starts an approval workflow when a bank account is changed.Microsoft Learn ↗	No	—
Change approval on creation	Starts an approval workflow when a bank account is created.Microsoft Learn ↗	No	—
Change history	Saves the bank account change history so you can review it.Microsoft Learn ↗	No	—
Data entity behavior	The approval workflow used for bank accounts imported through data entities.Microsoft Learn ↗	Allow changes without approval	—
Bank accounts	—	Selected	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Cash and bank master data change setup	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`CashAndBankMainDataChangeSetup` Checked in Dynamics 365
Form	`MainDataChangeSetup` Checked in Dynamics 365
Table	`MainDataChangeSetupMetadataHeadingTableTmp`Shown as “Master data change framework setup” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain cash and bank master data change setup `CashAndBankMainDataChangeSetupMaintain`View cash and bank master data change setup `CashAndBankMainDataChangeSetupView`DutiesInquire into bank accounts master `BankBankAccountsInquire`Maintain bank accounts master `BankBankAccountsMaintain` 9 security roles Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Payroll administrator `HcmPayrollAdministrator`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Treasurer `PaymTreasurer`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Options: Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=CashAndBankMainDataChangeSetup`
Integrate with	—
Table definition	—