query
I want to inactivate the vendors whose balance is zero and the vendors should have crossed more than 90 days. Could you please advise how to create a report through saved search.
solution
Upon testing, you can create a Vendor Saved Search to show Vendors with zero balances.
However, since the Balance field changes cannot be tracked on the System Notes, we cannot note the days it has crossed. As a workaround you may use the transaction date as a basis if the Vendor had any activity for the last 90 days. (Please note that for some cases the alternate solution might work and for some it does not)
Here are the criteria filters and result fields you may add:
Criteria > Standard
- Balance = is equal to 0
Criteria > Summary
Summary Type | Field | Description
- Maximum | Transaction Fields… = Date is on or before ninety days ago
Results
Field | Summary Type
- Name | Group