Trying to generate a report on "vendors made active last week"
I'm trying to generate a view for "Vendors made active last week" but I don't know how to do it.
My thought is I want a list of new vendors added to our database. However, there doesn't seem to be a date field for "date made active". There is a first contact date, last updated on, and many more. However, these don't get at what I am looking for. I want to share a list of new vendors that we activated last week with my PMs so they can think about the new resources we are adding on an ongoing basis.
Any thoughts?
Thanks.
Answer
Option 1:
The vendor manager put the new vendor in a category such as new vendors. That means for the PM that we would like to push him/her (We use this option)
Option 2:
Use the completed jobs for filtering the really new vendors
Option 3:
Create a macro and a periodic job which updates a custom date field with the date you need
Just curious. How do you use a new vendor category? Do you have someone deselect new vendors at some time them? And that would mean you still need a date field for when someone was designated as a new vendor. Otherwise, in a very short period of time, you'd have a lot of potentially new vendors who have been in the database for awhile. Am I thinking of this wrong?
I won't really use this to select the new vendors, but to select the vendors we would like to push for some reasons. One of the reasons is that he/she is new.
So answering your question, the vendor manager checks the vendors and set this category manually. BI tools are very good to show which vendors need some change.
XTRF doesn't collect such things as change of status. What if you changed it back to anything else than Active?
Victor's answer, in points 1 and 2 is what I would reply, if I got up earlier...
Option 4
Create a custom vendor date field called "Active Date" and have vendor manager update date when vendor managers make the vendor active. I can run views off of this field.
Thanks
Customer support service by UserEcho
Option 1:
The vendor manager put the new vendor in a category such as new vendors. That means for the PM that we would like to push him/her (We use this option)
Option 2:
Use the completed jobs for filtering the really new vendors
Option 3:
Create a macro and a periodic job which updates a custom date field with the date you need