Employee setup as Vendor shown on Top Vendors Report

mkusza

Ran into a pretty serious issue today and it may be because of lack of knowledge of Nav 5.0 features. When our purchasing agent ran their report that lists our top vendors by amounts paid it pulled an officer of the company and showed the dollar amount they had received. Obviously this is sensitive information and should not be accessible by employees. Is there another way to issue payments and or reimbursments?

Thanks!

Savatage

We've added a field to the vendor table called "Inventory Vendor" (Boolean).
All vendors that we actually receive merchandise from have this box checked.
this seperates Inventory Vendors from Rent vendors, Trucking Vendors, Utility Vendors, Big Wig Payouts, etc.

then on your report you can edit DataItemTableView of the vendor dataitem to use that field to filter them out.
it will happen behind the scenes of the report and those accounts can remain off that report.

This doens't necessarily need to be a new field, perhaps you use dimentions or posting groups to differentiate between different types of vendors.

mkusza

That is actually a great idea, thanks for information.

Savatage

Well when you run the report, I'm guessing but it's true for us, we really only want to see who are our top INVENTORY VENDORS. And it seemed like the best way to do it. Once we had the field filled in - it was just a matter of telling the person who enters new vendors that this field needs to be filled/not filled during entry

mkusza

Did they change any of that in 2013 version? I also was going through and you can gain access to employee's thru their vendor card. For security and privacy is this something that can be made inaccessible through user permissions(never got into these)?

David_Singleton

mkusza wrote:

Did they change any of that in 2013 version? I also was going through and you can gain access to employee's thru their vendor card. For security and privacy is this something that can be made inaccessible through user permissions(never got into these)?

Are you saying you do payroll in Navision and you don't have security set up :shock:

Alex_Chow

One of our customer setup their 1099 payments and distrubtions to employees/owners in a separate company. Then consolidate the expenses as a lump sum.

Just an option for you to explore.