Drag&Drop

the Drag & drop functionalso as Drag&Relate known, is a practical possibility in SAP Business Onewhich allows users to access information and link data quickly and intuitively. This function makes it easier to navigate between different areas of the company and improves the efficiency of data management.

How Drag&Relate works

How to use the Drag&Relate function in SAP Business One:

activation: Open the tab "Drag & Relate" in the main menu of SAP Business One.
Select areaSelect the company division, e.g. sale, Purchasing or warehouse management.
Select element: Click on a data element, e.g. a Customer numberand hold down the left mouse button.
Link elementDrag the item in the Drag&Relate list to the desired menu item to create the link and display the relevant data.

Advantages of Drag&Relate

The Drag&Relate function offers numerous advantages for users:

Fast accessUsers can call up relevant information directly without time-consuming navigation.
Data linkingDrag&Relate enables the linking of data from different areas of the company, such as sales and purchasing.
Reports and queries: Simple links can be used to create reports or to Interrogate to analyse specific data.
data exportFiltered data can simply be Microsoft Excel can be exported, which facilitates further processing.

Application example

A sales employee wants to quickly check all of a customer's orders:

The employee selects in the sale the customer number.
Drag&Relate the customer number to the menu item Orders.
All orders linked to the customer are displayed immediately and can be filtered and exported as required.

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