How to Create a Report to show Prepayment Account balance

Upon checking, you can see the Prepayment Balance of each Vendor on the Vendor‘s dashboard. When you’re on the Vendor Dashboard view, it’s located on the Vendor Information portlet.

To have a report for this, you can create a Vendor Saved Search.

1. Navigate to Lists > Search > Saved Searches > New
2. Select Vendor
3. Rename the Saved Search
4. Under the Results tab, add the following fields:
   1. Field: Name | Summary Type: Group
   2. Field: Prepayment Balance | Summary Type: Sum
5. Click Save & Run

It is possible that Vendor is not showing on Search Type because you lack permissions to Vendors. Using an Administrator role, check the following:

1. Navigate to Setup > Users/Roles > Manage Roles
2. Edit the Role affected
3. Under Permissions tab > Lists subtab, add Vendors and set Level to View
4. Click Save