Drag & Relate Tool (Purchase-A/P) (3)

In this blog we will discuss the Goods Receipt PO and Goods Receipt PO Details business processes information tabs which are available under the Purchasing module within the Drag & Relate Tool. Their functions are as follows: - 

• Goods Receipt PO: -  You can generate a list of Goods Receipt PO available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Goods Receipt PO tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Goods Receipt PO Details: - This tab is an extension of the Goods Receipt PO business process information Tab, using this tab the user can generate reports which contain row level details on an individual Goods Receipt PO document as opposed to the previous report which only lists out the total number of Goods Receipt POs available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Purchase-A/P) (2)

In this blog we will discuss the Purchase Order and Purchase Order Details business processes information tabs that are available under the Purchasing module within the Drag & Relate Tool. Their functions are as follows: - 

• Purchase Order: -  You can generate a list of Purchase Orders available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Purchase Order tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Purchase Order Details: - This tab is an extension of the Purchase Order business process information Tab, using this tab the user can generate reports which contain row level details on an individual Purchase Order document as opposed to the previous report which only lists out the total number of Purchase Orders available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Purchase-A/P) (1)

The motive behind writing this blog is to discuss the Purchasing module within the Drag & Relate Tool.  Since there are quite a lot of business process information tabs under the Purchasing module, the entire content will be split into multiple blogs. The first set of business process information tabs are: - 

• Purchase Quotation: -  You can generate a list of Purchase Quotations available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Purchase Quotation tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Purchase Quotation Details: - This tab is an extension of the Purchase Quotation business process information Tab, using this tab the user can generate reports which contain row level details on an individual Purchase Quotation document as opposed to the previous report which only lists out the total number of Purchase Quotations available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R Return) (8)

In case of any sales returns, SAP Business One provides return documents such as Return Request, Return, and A/R Credit Memo. In this blog we are going to discuss how A/R Credit Memo and A/R Credit Memo Details tabs under Drag & Relate Tool help the user in generating ad hoc reports. 

 

• A/R Credit Memo: -  You can generate a list of A/R Credit Memo available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the A/R Credit Memo tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• A/R Credit Memo Details: - This tab is an extension of the A/R Credit Memo business process information Tab, using this tab the user can generate reports which contain row level details on an individual A/R Credit Memo document as opposed to the previous report which only lists out the total number of A/R Credit Memos available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R Return) (7)

In case of any sales returns, SAP Business One provides return documents such as Return Request, Return, and A/R Credit Memo. In this blog we are going to discuss how Returns and Returns Details tabs under Drag & Relate Tool help the user in generating ad hoc reports. 

 

• Returns: -  You can generate a list of Returns available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Returns tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Returns Details: - This tab is an extension of the Returns business process information Tab, using this tab the user can generate reports which contain row level details on an individual Returns document as opposed to the previous report which only lists out the total number of Returns available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R Return) (6)

In case of any sales returns, SAP Business One provides return documents such as Return Request, Return, and A/R Credit Memo. In this blog we are going to discuss how Return Request and Return Request Detail tabs under Drag & Relate Tool help the user in generating ad hoc reports. 

• Return Request: -  You can generate a list of Return Requests available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Return Request  tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Return Request Details: - This tab is an extension of the Return Request business process information Tab, using this tab the user can generate reports which contain row level details on an individual Return Request document as opposed to the previous report which only lists out the total number of Return Requests available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R) (5)

In this blog we will discuss A/R Down Payments and A/R Down Payments Detail business processes information tabs which are available under the sales module within the Drag & Relate Tool. Their functions are as follows: - 

• A/R Down Payments: -  You can generate a list of A/R Down Payments available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the A/R Down Payments tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• A/R Down Payments Detail: - This tab is an extension of the A/R Down Payments business process information Tab, using this tab the user can generate reports which contain row level details on an individual  A/R Down Payments document as opposed to the previous report which only lists out the total number of A/R Down Payments available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R) (4)

In this blog we will discuss A/R Invoice and A/R Invoice Detail business processes information tabs which are available under the sales module within the Drag & Relate Tool. Their functions are as follows: - 

• A/R Invoice: -  You can generate a list of A/R Invoices available in the system using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the A/R Invoice tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• A/R Invoice Detail: - This tab is an extension of the A/R Invoice business process information Tab, using this tab the user can generate reports which contain row level details on an individual  A/R Invoice document as opposed to the previous report which only lists out the total number of A/R Invoices available in the system. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R) (3)

In this blog we will discuss Delivery and Delivery Detail business processes information tabs which are available under the sales module within the Drag & Relate Tool. Their functions are as follows: - 

• Delivery: -  You can generate a list of delivery documents using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the Delivery tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• Delivery Detail: - This tab is an extension of the Delivery business process information Tab, using this tab the user can generate reports which contain row level details on an individual  Delivery document as opposed to the previous report which only lists out the total number of delivery documents available for the desired selection criteria. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R) (2)

In this blog we will continue from where we left off in the previous blog. We are going to discuss Sales Order and Sales Order Detail business processes information tabs which are available under the sales module within the Drag & Relate Tool. Their functions are as follows: - 

• Sales Order: -  You can generate a list of sales orders using this tab, with the selection criteria of your choice. This is done by dragging and dropping the highlighted selection field onto the sales order tab. Some of the available selection criteria on the basis of which you can create an ad hoc report are as follows: - 

• Business Partners

• Business Partner Groups 

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

• This tab is an extension of the Sales Order business process information Tab, using this tab the user can generate reports which contain row level details on an individual  sales order as opposed to the previous report which only lists out the total number of sales orders available for the desired selection criteria. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Unit Price

• Price Currency

• Row Total

You also have the option to  filter the report further by dragging and dropping the desired header field onto the filter symbol present in the bottom right corner of the report. 

Drag & Relate Tool (Sales-A/R) (1)

The purpose this blog serves is to shine some light on the sales module within the Drag & Relate Tool.  Since there are too many business process information tabs under the sales module, the entire content will be split into multiple blogs. The first set of business process information tabs are: - 

• Sales Quotation: - You can generate a list of sales quotations with the selection criteria of your choice by dragging and dropping the highlighted selection field onto the sales quotation tab. These are some of the available selection criteria on the basis of which you can create ad hoc reports: - 

• Business Partners

• Items

• Item Groups 

• Contact Person

• Warehouses 

• Manufacturers 

You also have the option to further filter the report by dragging and dropping the desired field onto the filter symbol present in the bottom right corner of the report. 

• Sales Quotation Details: - This tab is an extension of the previous tab(Sales Quotation Tab), using this tab the user can generate reports which contain the row level details of a desired sales quotation as opposed to the previous report which only lists out the total number of sales quotations available for the desired selection criteria. The details this report contain are: - 

• Item No.

• Item/Service Description

• Quantity

• Price

• Price Currency

• Row Total

You also have the option to further filter the report by dragging and dropping the desired field onto the filter symbol present in the bottom right corner of the report.