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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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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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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

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saurabh bharti 15,039 Moderator on at

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Can you try this ?

exploredynamics365.home.blog/.../

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EUH 4 on at

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

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EUH 4 on at

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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

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi EUH,

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

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EUH 4 on at

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

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