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.