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Filter vendor list by balance

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Posted on by EUH

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!

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EUH 4 on at

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RE: Filter vendor list by balance

Thanks Alireza, unfortunately the users wouldn't want to do that :-)
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Alireza Eshaghzadeh 13,585 Super User 2025 Season 1 on at

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RE: Filter vendor list by balance

Hi EUH,

Ok, as a workaround you can export this report to Excel.
EUH 4 on at

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RE: Filter vendor list by balance

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
EUH 4 on at

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RE: Filter vendor list by balance

Thanks Alireza, unfortunately I needed an inquiry list instead of a report
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saurabh bharti 15,033 Super User 2025 Season 1 on at

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RE: Filter vendor list by balance

Can you try this ?

exploredynamics365.home.blog/.../
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Alireza Eshaghzadeh 13,585 Super User 2025 Season 1 on at

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RE: Filter vendor list by balance

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