[thetfordj]

Searched but was unable to find this question, so apologies if this is answered elsewhere.

I’m trying to run a transaction report on invoices over the course of a one month period. In addition to listing all the sales data, I need it to list the terms of the preferred vendor associated with each item.

I’m able to access plenty of the fields from the Preferred Vendor, including many custom fields (including another one that uses the same Terms list), but the actual Terms field appears to be missing.

Does anyone know a way to get this to show up?

Alternatively, anyone have ideas on how to do a saved search to get the same data? I’ve attempted this in the past but while I can pull in the invoice detail easy enough, it won’t pull in the preferred vendor fields (ends up just being blank for each line). Ironically, it does list the Terms field, it just doesn’t end up working.

One caveat is that I do need the actual item detail on each invoice (since they are attached to various vendors), so any kind of summary won’t work unless the summary is by preferred vendor itself.

Thanks.
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