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Smartlist -Duplicate Vendors

  • 1.  Smartlist -Duplicate Vendors

    Posted 14 days ago
    ​​Hello to All,

    I consider myself an intermediate user in GP, but I don't have to run many Smartlist reports.  Can someone assist me with steps to run a report for   "duplicate vendors?"  Thanks for your assistance.

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    Karen Kellibrew
    Administrative and Accounting Assistant
    American Society of Health-System Pharmacists
    Bethesda MD
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Smartlist -Duplicate Vendors

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Ryan Galang 14 days ago

    Hi Karen,

    If SmartList Builder / Designer is available, a SQL view can be made and then create a custom SmartList from it.
    Another idea would be export your Vendor Smartlist records to Excel and then use Excel functionality (like 'countif', and then use filters / sort).

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    Ryan Galang
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Smartlist -Duplicate Vendors

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Hi @Karen Kellibrew,

    To an extent it depends how you defined "duplicate".  Same vendor name?  same tax registration number?  What about misspellings, abbreviations, etc.?

    I'll second @Ryan Galang 's suggestion of the Vendor SmartList as the starting point.  I would suggest adding the tax registration ID field and possible the vendor account field (if used) to the smartlist so you have Vendor ID, Vendor Name, Vendor Account, and Tax Registration ID to use as the basis for finding duplicates.

    There's also the option of using the Vendor Addresses​​​ - again you may want to add some SmartList columns to the report to further help with identifying duplicates.  It's not a guarantee as many vendors may have more than one address, but if two vendors have the same address, it would be enough to raise an eyebrow so to speak.

    Once I had those, I'd export to excel and start the excel magic of the various formulas (countif, vlookup, etc.) to identify potential duplicates, and then it's good old fashioned data review of those potentials to narrow it down to actual duplicates.

    Does that make sense?  If you have questions, just let me know.

    Thanks,

    Samantha

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    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
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    Academy - Online Interactive Learning from Experts


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