In the SAP Business One main menu the second tab that you find is Drag & Relate. Drag & Relate is an interactive tool that is used to create Ad Hoc reports. I.e. the user will be able to create reports on the fly simply by dragging and dropping. Before we get into the specifics I would like to add that this is a very useful and time saving tool which people often underutilize. To cite an example, you can generate a report on all purchase orders that you created for a particular vendor by simply selecting and dragging the vendor name from a marketing document and placing it on the Purchase order option under the Drag & Relate tab.
Let us understand the steps behind Drag & Relate: -
Step 1: - From the SAP Business One Main Menu, choose the Drag & Relate tab.
Step 2: - Click the folder icons to open the relevant menu. For example, to generate a report on all A/R invoices that were created for one particular customer, choose Business Partners and Sales – A/R.
Step 3: - Double-click the item Business Partners in the Business Partners folder. The Drag & Relate - Business Partners window appears and shows a list of all business partners in your company.
Step 4: - Place the mouse cursor on the BP Code field for the required business partner, hold the left mouse button until a black rectangle appears, drag this to A/R Invoice, and release the mouse button.
As a result of the above mentioned steps, SAP Business One generates a report on all A/R invoices that were created for that particular Business Partner. In the upcoming blogs I will be discussing more about the Drag & Relate functionality.
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