Hello , we have moved from Peachtree to NAV 2013 RDLC, importing all of our vendors (over 5000)
Only about 1000 of these have transactions. We are trying to isolate these vendors and block the other accounts so that we can print a list of active vendors.
How can I filter vendors with no transactions and a 0 balance (a handful of these vendors have brought forward amounts)
How can I block or delete these unused vendors in bulk (I am not going to do it one by one for 4000 vendors…)
Any help is appreciated. I do have access to the development environment.
check if there are vendor ledger entries per vendor. you can do that with a custom report. did you also import all existing documents (quotes,orders,invoices) including the ledger entries?
If you have already ported all the vendors in Navision with their balances then you can filter on Balance filed in vendor card and figure out which vendor having zero balances
If not then you need to do analysis in legacy system itself and port only clean data in Navision.
Some vendors have ledger entries but no remaining balances and the data was transferred almost a year ago.
I have some custom Vendor reports that were created, what do I do to have the option to filter by ledger entries? I am not seeing that option in the “filter by” list when running the report.
if there are active vendors with balance 0, then you need an alternative filter criteria.
which data did you migrate according to the vendors? documents (orders, quotes, invoices, …), ledger entries. maybe some date values could help for filtering.
We have similar situation here. My advice, its better for you to delete/remove it one by one if you have to delete it, or if its okay, just leave it. Its too risky to delete them in bulk way. The simple reason, is your running no for vendor will be random, then you have to consider the balance which 0 is not same with no balance. Also you have to consider with documents, even if you only have 1 transaction related to a vendor, you may not delete that vendor, if you do maybe you will have unmatch data when you do analysis.
Deleting in bulk way, is another issue. As far as I know, you have t do some customization, which has to check all related transaction and document, and this is not an easy to custom. The best way to do, is before you migrating your data, you need to select which data will take to your new NAV
It will be easier and safer to block, you can do this either by NAV (still need to custom if bulk way), or by SQL script.
So, the decision is your, we just helping here. Have a nice day!
If you have already checked which vendors you need to delete, then this should only include checking that no transactions exists on the vendors. But then you can run the table and delete the vendors (within your to-delete filter).
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