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Voucher transactions inability to filter on Vendor

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Posted on by Anya Dashe

Hello experts,

I was trying to get specific vendor info from the voucher transactions form, and I learned that I am not able to filter/sort on Vendor field.

My work around is to bring it to Excel and filter there, but I wanted to take advantage of Save view feature. (Maybe there is an option to join tables that I missed?)

If anyone have any ideas, please share :)

Thanks in advance

Anya

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Ramit Paul 22,803 Most Valuable Professional on at

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Hi,

I am not a developer, however I am assuming this is a display method and hence, can not be filtered.

You can talk to your developer and confirm, they can surely help here.

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André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

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Hi Anya,

Like Ramit mentioned, this column is a display method. The vendor and customer information is not stored in the voucher transaction tables directly, but are looked up on the form. You can export the data to Excel to be able to filter on these values.

I wrote a blog about this feature last year: Customer and vendor information on voucher transactions form - Dynamicspedia

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saurabh bharti 15,045 Moderator on at

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You can always view vouchers from vendor transactions .

You can get all vendors transactions and apply filter

exploredynamics365.home.blog/.../

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Anya Dashe 10 on at

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Thank you André!

Your answer as always super clear and helpful!

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Anya Dashe 10 on at

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Thank you Ramit!

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