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.