Announcements
Hi All,
Is there a way to produce a vendor list filtered by balances? I can see it is not possible to add the balance field to the vendor list page (or can you?). I can also see there is a Vendor Balance report. But is it possible to get this on an inquiry (mainly to allow drilling through to the vendor, further filtering etc.)?
Thanks!
Hi EUH,
Have you tried to use standard report "Vendor transactions report" that you have possibility to filter vendor transactions by their balances (Open, Closed, and both)?
On the filter you can add filter against following tables
Can you try this ?
exploredynamics365.home.blog/.../
Thanks Alireza, unfortunately I needed an inquiry list instead of a report
Thanks Saurabh, this works well, but just one thing, is there a way to have the vendor name in the list? Our users will need that for convenience. I tried to add it as a column but couldn't find it in the available fields. Am I missing it? Thanks
Ok, as a workaround you can export this report to Excel.
Thanks Alireza, unfortunately the users wouldn't want to do that :-)
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Abhilash Warrier 681 Super User 2026 Season 1
André Arnaud de Cal... 551 Super User 2026 Season 1
Giorgio Bonacorsi 471