NSC | Saved Search for Vendors with No Transactions During a Specific Period

Scenario

The user wants to identify Inactive Vendors through Saved Search functionality which enables them to streamline vendor lists by removing those without recent transactions, assess vendor performance and engagement levels, and identify vendors for potential contract review or renegotiation, thereby aligning with best practices for vendor management and ensuring that vendor records remain up-to-date and relevant.

Solution

Here's how you can create the report:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Vendor
3. Rename the report
4. Click Criteria
5. Click Standard
   1. Select join filed Transaction Fields...
      1. Select Type in Transaction Filter
      2. Then select -None- in Type
      3. Click Set