Drag & Relate Tool (Financials)

Drag & Relate is a very useful tool that can add a lot of value to your organization.There is not an abundance in documentation on how to maneuver around the tool properly. Hence I decided to create a series of blogs to uncover some of its functions for each of the modules this tool can be used. I would like to begin with the ad hoc reports that can be created for the financial module. The business process informations that are available in under financial module of the tool are: -

• Accounts: - Simply by double clicking the Accounts business process information tab you will get a list of all the accounts that you have defined in the system and if you are looking for a particular account and all its relevant details, all you have to do is simply click and hold in the desired header and drag and drop onto the filter symbol present in bottom right corner of the report. Then you have the option of  filtering  the header information according to the parameters of your choice.

• Journal Entry: - The major purpose of this business process information tab is to create ad hoc reports containing details about journal entries related to any business partner of your choice. For example, you have the list of business partners opened, all you have to do is drag the highlighted business partner information onto the Journal Entry business process information tab and all you will be able to view the report containing details of all the journal entries related to that particular business partner. Further level of filtering is also possible using the filter symbol present in the bottom right corner of the report. 

• Journal Entry Details: - To get the details such as credit amount, debit amount, and the remaining particulars regarding existing journal entries you can make use of this business process information tab. Say you have a list of journal entries opened in front of you, to get the transactional level information on a particular journal entry you will have to click and hold the desired journal entry number field until it highlights and then drag and drop it onto the Journal Entry Details business process information tab. By doing so you can create a report containing transactions level details of that particular journal entry.