Scenario: User need to know the total amount in the prepaid expense account for each vendor rather than going to the prepaid expenses register.
Solution:
First user needs to create a saved search to draw the total amount from the prepaid expense account for the vendor.
Search> Saved searches> New.
Select Transaction.
Enter the Name.
Check Public checkbox.
Under the Criteria subtab> Standard.
Select Filter> Account and select the prepaid expenses account.
Select Filter> Posting and select true.
Under the Results tab
Select Sort by as Amount
Select field Amount and summary type Sum
Under the Available Filters tab
Select filter as Name and check the Show in filter region checkbox.
Click save
Created a field to show the prepaid amount under the financial subtab of vendor record.
Go to Customization > Lists, Records, & Fields > Entity Fields.
To add a new custom entity field, click New.
Enter Name
Provide the Description
Uncheck the store value.
Under the Applies To tab check vendor.
Under the Display Subtab
Select Subtab as Financial
Select Display Type Normal
Under the Validation & Defaulting subtab
Under the search select the search that was earlier prepared.
Click Save
