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Vendor Clean Up

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Posted on by LA-27031931-0

Hello,

We are wanting to clean up our vendor file by disabling vendors that we haven't received invoices from in the past two years, including ones that were loaded to the system, but we never received an invoice from. In SL there was a report that would show the last payment date and last invoice date for a vendor, it would also show if a vendor had never sent an invoice. I can't remember the name of it but that is what we used to clean up vendors in SL. I am having a difficult time trying to pull something that can give me the same information in BC. Any suggestions on what I can use to pull that data in BC? Existing reports?

Thanks!

Lisa

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Dynamics 365 Business Central

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Teagen Boll 1,828 Super User 2026 Season 1 on at

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Hi Lisa,
You will have to do a few different things for vendor cleanup. There isn't a last payment date or invoice date field but you can still use some filters.

Open your vendor list and run a date filter to look at Vendors who have been paid in a certain date range or have invoices in a date range. You can accomplish that by entered a "Filter Totals by:" date filter (I am entering my dates as 3 months before the current month all the way up to todays date (CM-3M..T):

And then in your vendor list you will be able to see if there was any activity for payments or invoices (you may need to personalize your page and add additional columns):

You can also open that page in excel by using the share button and it will remember your filter information.

Old vendors with low activity could be blocked. If a vendor has never had any activity you could also delete them. You can also merge records if there are ever duplicates.

I would also recommend practicing frequent month end data hygiene. This link here walks through the recommended Month End Processes and Cleanup process for AP in BC: Month End Process with Business Central: Accounts Payable | Catapult ERP

Hopefully that gives you a good starting point!

Teagen Boll, CPA

Work: Catapult ERP

Social: LinkedIn

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LA-27031931-0 17 on at

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Thank you so much Teagen! This is a great start! I was trying to figure out how to use the VLE to do this but wasn't thinking along the correct lines!

Take care,

Lisa

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