Smartlist Designer for Vendor Paid YTD

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Posted on by Community Member Microsoft Employee

I've scoured the internet for info on this, but struck out for the most part. First let me say I do not know SQL so please no answers with code as it is all gibberish to me. Second I know the reason why the default smartlist is not working is because we do not run Year-End Close on our purchasing module each year.

I am just trying to find a quick easy way to build a smartlist that will help me find our YTD spend with each vendor. Since we do not close our purchasing module each year the default currently only pulls the LIFE spend even though it says YTD. They only place I have found that I can easily find this info is in the Vendor Yearly Summary Inquiry, but this only pulls for one vendor at a time. I need it for every vendor.

If I could get some help finding a relationship key that will reference fiscal years compared to vendors paid amounts. That way I can input the FY to be searched and it will generate the FYTD spend for each vendor. Basically if someone could tell me how the Vendor Yearly Summary Inquiry pulls the correct information for one vendor and apply that same logic to a smartlist, I will be so appreciative. This will ultimately prevent me from having to run each of our 5,218 vendors through this inquiry feature.

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CU13092020-0 2 on at

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Smartlist Designer for Vendor Paid YTD

I found something that worked for me... Under Smartlist, Vendors, there is an "out of the box" view called 1099 Vendors*--if you let it run, then go to Columns, you can add columns "Amount Billed LYR" + "YTD". Then go back into search parameters and REMOVE "1099 Type". I also put in Status = "Active"... it then pulled up all active vendors with amounts billed! Don't know if that's what you're looking for, but worked for me! Seems like a funny glitch.
Community Member Microsoft Employee on at

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RE: Smartlist Designer for Vendor Paid YTD

It seems like such a basic report. A summary of what was paid annually for each vendor. Who knew.... I am running the registers now as well.
Community Member Microsoft Employee on at

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RE: Smartlist Designer for Vendor Paid YTD

No. I ended up running a payments register for all vendors, subtotaled and copied and pasted subtotals to a new workbook. Old school, but worked. Sorry the forum didn't come through for us this time.
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RE: Smartlist Designer for Vendor Paid YTD

Hi I am running into the same issue. Did you every receive a response to your question?
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L Vail 65,271 on at

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RE: Smartlist Designer for Vendor Paid YTD

Look at the Vendor Check Register report. You can group by vendor or check date, you can also modify the Report with Report Writer if you want to add subtotals by vendor or period. The report is in Purchasing | Reports |Check Information.

Kind regards,

Leslie