Hi Cheryl TM ,

Thank you for reaching out. To identify total purchases from each vendor over a specific period, and thereby determine your key suppliers, you can utilize the report for "Vendor Aged Detail" and then export this data to Microsoft Excel for further analysis.

Here's a step-by-step guide based on the provided article content below:

1. Navigate to Reports > Vendor / Supplier > Vendor Aged, Detail in Sage 50.
2. Select the Vendor(s) you're interested in analyzing from the list.
3. Verify the as at Date to ensure it covers the period you're interested in.
4. Adjust the Include invoices paid in the last "x" days option to cover the period you're interested in (e.g., for a full year, you might set this to 365 or a higher number like 999 for an extended range).
5. Click OK to generate the report.
6. Click Open in Excel to export the report data to Microsoft Excel.
7. In Excel, you can save the file for your records. Then, utilize Excel's filtering capabilities to focus on the Transaction Type column, specifically filtering to only show the Payment type.

This process will give you a detailed view of all payments made to specific vendors, from which you can calculate the total purchases for each vendor for the specified period. By analyzing these totals, you'll be able to identify your key suppliers based on the volume or value of purchases made.

If you need further assistance or have more questions, please don't hesitate to ask. We're here to help!

Warm Regards,
Erzsi

If this helps, please mark it as verified :)

Hi Cheryl TM ,

Thank you for reaching out. To identify total purchases from each vendor over a specific period, and thereby determine your key suppliers, you can utilize the report for "Vendor Aged Detail" and then export this data to Microsoft Excel for further analysis.

Here's a step-by-step guide based on the provided article content below:

1. Navigate to Reports > Vendor / Supplier > Vendor Aged, Detail in Sage 50.
2. Select the Vendor(s) you're interested in analyzing from the list.
3. Verify the as at Date to ensure it covers the period you're interested in.
4. Adjust the Include invoices paid in the last "x" days option to cover the period you're interested in (e.g., for a full year, you might set this to 365 or a higher number like 999 for an extended range).
5. Click OK to generate the report.
6. Click Open in Excel to export the report data to Microsoft Excel.
7. In Excel, you can save the file for your records. Then, utilize Excel's filtering capabilities to focus on the Transaction Type column, specifically filtering to only show the Payment type.

This process will give you a detailed view of all payments made to specific vendors, from which you can calculate the total purchases for each vendor for the specified period. By analyzing these totals, you'll be able to identify your key suppliers based on the volume or value of purchases made.

If you need further assistance or have more questions, please don't hesitate to ask. We're here to help!

Warm Regards,
Erzsi

If this helps, please mark it as verified :)

Thanks for your reply. The suggestion below is closer to what I was looking for.