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Finance | Project Operations, Human Resources, ...
Suggested Answer

Filter vendor list by balance

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Posted on by 4

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!

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,200 Super User 2026 Season 1 on at

    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)?

    pastedimage1637080262929v1.png

    On the filter you can add filter against following tables

    pastedimage1637080366390v2.png

  • Suggested answer
    saurabh bharti Profile Picture
    15,059 Moderator on at

    Can you try this ?

    exploredynamics365.home.blog/.../

  • EUH Profile Picture
    4 on at

    Thanks Alireza, unfortunately I needed an inquiry list instead of a report

  • EUH Profile Picture
    4 on at

    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

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,200 Super User 2026 Season 1 on at

    Hi EUH,

    Ok, as a workaround you can export this report to Excel.

  • EUH Profile Picture
    4 on at

    Thanks Alireza, unfortunately the users wouldn't want to do that :-)

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