Drag & Relate Tool (Business Partners)

The Business Partners Module in the Drag & Relate tool is very versatile in terms of functionality. The first business process information tab under this module is Business Partners itself. As the name suggests, when you double click on this tab the user gets the entire list of all business partners(Customers, Leads & Vendors) created in the system. In addition, the user can further drill down into the report using the filter option present in the bottom right corner.  The fields that are available as standard in the report are: - 

• BP Code

• BP Name

• Telephone 1

• Fax Number 

• Contact Number

• Sales Employee Code 

• Mobile Phone 

The BP code and The BP name fields can be further used to create reports of numerous permutations and combinations. The user must drag and drop the selected code or name onto any other desired business process information tab under the drag and relate tool to create an ad hoc report. For example, if you would like to get the list of all sales orders created for a Customer, what you should do is select the Customer from the list of business partners, click on the customer name till the field is highlighted and then drag and drop the field onto Sales Order tab under the same Drag & Relate tool to generate the desired report. Similarly, the user can create dozens of other ad hoc reports by simply dragging and dropping. Some of the other business process tabs that can be used to generate ad hoc reports using  BP code and BP name as selection criteria are: -

• All Tabs Under Sales Module (under Drag & Relate Tool)

• All Tabs Under Purchase Module (under Drag & Relate Tool)

• All Tabs Under Production Module (under Drag & Relate Tool)

• All Tabs Under Service Module (under Drag & Relate Tool)

• Journal Entry Tab & Journal Entry Details Tab (under Drag & Relate Tool)

• All Tabs Under Business Partners Module (under Drag & Relate Tool)