Query vendors with no transactions

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Posted on by AT-07051829-0

Is there an out of the box method to query vendors that have had no transactions? Our business wants to be able to query these vendors and inactivate them.

If there isn't an out of the box capability, what other options do we have?

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Hana Xue Microsoft Employee on at

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Hi,
There is no specific out-of-the-box functionality to directly query vendors with no transaction. You may be able to use an advanced filtering/query that filters vendors based on transaction-related criteria. You can try setting conditions to exclude vendors with transactions.
Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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Kevin Xia Microsoft Employee on at

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Hi,

There have been discussions about similar issues on the forums before, and you can refer to these two old threads that have been resolved, you need a developer to help you with this:

Solved: List of Vendors with no transactions (dynamics.com)

Solved: How to find vendors without transactions (dynamics.com)

Best regards,

Kevin

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Layan Jwei 8,112 Super User 2025 Season 2 on at

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Hi Community member,

you will need to do a "non exists" join between VendTable and the table that has vendor transactions which I think is VendTrans

Thanks,
Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi,

You can open the Advanced filter and sorting from a page or report. Like mentioned below, add a non-exists join.

Click the Joins tab page. Select te Vendors table and add a table join.

Enable the option to Show details. You would need a NotExist join on the table VendTrans. There are two relations found. Select the row having the relation source with the field VendTable.AccountNum.

When you selected the correct row, click on Select. The node with Vendor transactions (NotExist) should be visible.

Then click on OK to use the query with the not exist join.

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