We've been able to run Top 20 Vendors for the current and last year, using Gridview. Is it possible to run this report for 2,3 or more years ago? In other words, does Adagio store this information?

Thanks

Hi Marion,

Adagio Payables stores statistical information on current year and last year transactions on the vendor records, but not for any years prior to last year.

If you keep transaction history for Payables longer than 2, 3 or more years before purging, then you could create a GridView inquiry on the History file to determine which desired transactions are in the appropriate year(s) and get the Top20 from that. This inquiry would be a lot slower to run and would depend on whether history information still exists and has not been purged.

If you have backups of your Payables data from prior years, or at least copies of the Top 20 vendor lists, you could run your GV inquiry on that and export the results of your Top 20 vendors from older years to an Excel spreadsheet. Then create a new GV view based on the Excel file and connect that into your current view as part of a workspace. Only if you wanted to combined current/last year results with older results.

Hi Marion

Just out of curiousity, how do you rank vendors - based on invoices (purchases) or on payments? The payment statistics are more likely to be accurate than the purchase statistics, because there are always going to be straggler invoices from the prior year that come in after you've already updated the statistics by running year-end processing.

If it is important that both payments and purchases be accurate, the utility Toolkit for Adagio and re-calculate the statistical fields after-the-fact.

Steve

Hello Everybody;
Thank you all for your replies.
There are backups of A/P and all data from previous years. If the person asking for the information insists, we can unzip and find the details that way.

Steve: Purchase and payment numbers are fairly close to each other. In this case, purchases would take precedence. Thanks for your analysis