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@Patrick Fresnosa-Oracle - Thanks for the help and time.
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Step 1: Create a New Saved Search Begin by using the top Navigation Global Search and enter “new saved search.” Step 2: Select Vendor Scroll down to find and select “Vendor” from the list of search types. Step 3: Enter a Name and Criteria Name the saved search “Vendor Activity Check” and set the following criteria:…
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Thank you! The "Date Created" refers to the vendor's creation date. If a vendor was created in 2019 and was active at one point but has not been active for the last three years, how can we identify them? Any assistance would be appreciated! We would like inactivate the vendors who is not active for last 3 years.
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Hi Gaurav, This list all vendors with no transactions. How do we find for last one year? " You can create a search on Vendor with criteria as Transaction : Type is NONE and Date range is last 1 year. In the result column, add vendor Name and other details as required. " Thanks
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We are having the same issue/requirement. Users are not happy with that, so we plan to use Approve.com. Is it possible to share the sample code? Thanks