top of page

Analyzing Vendor Activity in Dynamics 365 for Financials - Project Madeira

Updated: Jun 11


0:02 in this session we're going to review the process of reviewing vendor activity

0:18 from the home page

0:21 i'm going to click on vendors in this example we'd like to review the activity

0:26 taking place on our existing vendor Lewis home furnish furniture immediately

0:33 directly from the vendor list

0:35 I see a balance column balance shows me the outstanding balance that we owe to

0:41 this vendor in this case for Louis home furniture

0:44 it's 7,000 341 dollars and thirty four cents if I hover my cursor over the

0:50 balance field you see that a line appears underneath that amount that

0:56 indicates to me that this is a drillable field meaning i can click on this number

1:01 and drill down to the individual specific information that makes up this

1:05 amount this class i'll go ahead and click on that balance

1:08 I see that that balance is made up of three invoices in this case and if i

1:14 drag over my cursor over here i can see the remaining amounts for these three

1:20 entries and indeed it is the sum of the remaining amounts that will total my

1:26 balance on my vendor list so that's an easy way to view the outstanding balance

1:34 for a vendor

Related Posts

See All

Microsoft Dynamics 365 - Top 19 Q&A

Dynamics 365 1. How does Dynamics 365 benefit customers? Dynamics 365 will bring together the best of our CRM and ERP cloud offerings into one cloud service with specific, purpose built, apps for

Follow Us!

Recent Articles

bottom of page