Thursday, July 23, 2020

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. 


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