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D365 F&O: Report on Vendor spend analysis by ledger account

Posted on by 61
Hi All,
 
Is there an out of the box report that analysis how much the company spent with each vendor, broken by ledger account?
 
So the ability to filter say by one vendor, for a year, and see how much of the invoices recorded went to each ledger expense account?
 
Zvika
 
PS what happened to the forum name? how do we separate the Dynamics 365 BC from the Dynamics 365 F&O questions ?!?!?
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    D365 F&O: Report on Vendor spend analysis by ledger account
    Hi,
     
    You can also explore out of the box power BI dashboard on procurement > Inquiries > Spend analysis
     
    How to enable power bi
     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    D365 F&O: Report on Vendor spend analysis by ledger account
    Hi Zvika,
    According to the problem you described, it seems that the History by vendor transaction report (VendLedgerTrans) can meet some of your requirements, and the corresponding document link is as follows: History by vendor transaction report (VendLedgerTrans) | Microsoft Learn. If the History by vendor transaction report (VendLedgerTrans) does not meet your requirements, you can also look for the report type that meets your requirements in the left menu bar of the document, or you can use Report Designer to create a custom report.
    Best regards,
    Kevin
     
     
  • ZvikaR Profile Picture
    ZvikaR 61 on at
    D365 F&O: Report on Vendor spend analysis by ledger account
    I think History by Account report could be a base for this report.
    The challenge in trying to build such report in FR that a typical voucher can contains lines not related to expenses (VAT, reversal of receipt etc.) so filtering to show the "correct" lines is tricky
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,802 Super User 2024 Season 2 on at
    D365 F&O: Report on Vendor spend analysis by ledger account
    Hi Zvika,
     
    I haven't seen such report before. I haven't checked all available report recently. I don't think your required report is available. There would be an option to create a report using the Financial Reports (Management Reporter) where the vendor information is available as column.
     
    PS. There is a specific forum for Business Central. You can access it from the main forum page. For F&O, there is e.g. Finance and Supply Chain Management separated. This was already the case on the old platform.

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