Is it possible to track vendor activity through General Journal

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Posted on by Community Member Microsoft Employee

I have a requirement to track activity on vendors, but don't necessarily want or need the functionality/overhead that comes with the Payables Management module. A simple vendor field or something akin on a General Journal entry would suffice. I'm not necessarily asking to alter the form on GJ transaction screen, but just curious if tracking vendors is at all possible without PM. thanks!

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Community Member Microsoft Employee on at

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RE: Is it possible to track vendor activity through General Journal

understood - I appreciate the insight. the other option I am exploring is implementing Vendor as a custom dimension in AA. It will be a little redundant but will also meet my needs. thanks!
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L Vail 65,271 on at

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RE: Is it possible to track vendor activity through General Journal

You have two places on the GL screen to enter 'text' information. The 'Reference' which applies to the entire journal entry, or the Distribution Reference which will only apply to a certain line of a journal entry. Whichever you choose, you would be at risk that the vendors would not be referred to identically by all users of the system.

Kind regards,

Leslie
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babubaskaran@outloo... on at

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RE: Is it possible to track vendor activity through General Journal

Hi Frank,

Using smartlist-Financial-All transactions will give all details you wanted filtered by original master id of vendor id and it has most of the information you required.