I'm having a devil of a time trying to add a filter in a transaction saved search list view that would allow us to filter purchase orders from a specific vendor. For example, we would like to have a list view (saved search) that allows us to filter Vendor Name status. When I added the filter of "Name" to the available filters settings for this saved search, I get a list that includes vendors and customers. In addition to filtering on "Name", I have also tried "Vendor: Name/ID Entity, but with no luck. I'm basically just looking for a drop-down list of our product vendors to filter the list results. Any suggestions of other fields I could filter on to select from vendors and not customers?

Try join filter instead of Name/ID Entity - scroll all the down select "Vendor Fields..." select Name from the list. This will only lookup the vendor type entity - now it is looking up all the entities. Give it a shot

Thanks for the suggestion @Sam-I-Am, but the joined field for Name isn't a field available for filtering from what I can tell. I had already attempted to add possible joined vendor fields as filters, but all of them that I have tried so far haven't produced a list of vendors.

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Got it. We can make that work. I had it set in my mind that I needed a drop-down list, but I think I actually like this better. Thanks!