Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Vendor Payment History

Posted on by 10

I'm looking for a report, or help creating one (or Smartlist), which will show me Vendor ID/Vendor Name/Vendor Address/Amount Paid to in Previous Year to Current.  Any suggestions?

Categories:
  • AdamM Profile Picture
    AdamM 10 on at
    RE: Vendor Payment History

    Very helpful, I appreciate it, thank you!

  • Verified answer
    Isaac Olson Profile Picture
    Isaac Olson on at
    RE: Vendor Payment History

    Hi Adam,

    If you didn't need the exact date, you could use the sum of the paid totals per period from the previous year to the current year.  

    select * from PM00201 where VENDORID = 'ACETRAVE0001' --Vendor Summary

    select * from PM00202 where VENDORID = 'ACETRAVE0001' --Vendor Period Summary

    These would be the tables that the Vendor Yearly Summary Inquiry is pulling from. (Purchasing >> Inquiry >> Vendor Yearly)

    You could create a SQL view and then pull that into SmartList Designer.  

    If you wanted to get down to the exact date, it would be more challenging as you would most likely have to look at the the PM20000 and PM30200 for all payments for that vendor by a specified document date range and sum those.  

    select * from PM20000 where DOCTYPE = 6 and VENDORID = 'ACETRAVE0001' --Open Payments

    select * from PM30200 where DOCTYPE = 6 and VENDORID = 'ACETRAVE0001' --Fully Applied Payments

    The closest report that I can think of on the top of my head would be the Check Information Report where you could pull all of the checks you issued for a specific vendor/check date range.

    Purchasing >> Reports >> Check Information >> New or Modify button

    I hope these help in your search for a report that fits your exact needs!

    Isaac Olson

    Microsoft Support

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans