I would like to run a report that shows a list BY Vendor with totals either paid or vouched (Ill take either) for a given year. So in other words, one row per vendor with a total and a grand total
Thanks
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That works very well . . . .
To add further - if this is a one off report, use SmartList to get the detail transactions - restrict the document type by payments (or invoices and credits - whichever works for you) and export to Excel.
If using invoices and credits, sort by document type and change the value of the credits to negative.
Then run a simple pivot table over the data.
You could achieve the same with a direct data query to the tables as well.
Cheers
Heather
Have you looked into SmartList? I would need to look at it clearly, but I am sure that there is window that shows, VENDOR ID, YTD Dollars for Invoices, Number of Invoices.
Anyway, hope this helps, if you need more direction, please post the screen shot of the Smartlist that you are working with.
If you know SQL you should go to Victoria Yudin's site. She has an awesome SQL view that can give the exact data you are requesting. Here's a link:
victoriayudin.com/.../sql-view-for-vendor-yearly-totals-in-dynamics-gp
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