13 apr

Drill down (SAP Business One)

Method for obtaining more detailed information from a general category. Click on a line, or a orange (golden) arrow, in a list of Transactionsto obtain precise details on a specific transaction

Application examples

  1. Financial reports:
    • Example: In the balance sheet, users can access the transactions that contribute to the calculation of this total from an aggregated total.
    • Benefit: Traceability and transparency of financial values.
  2. Sales receipts:
    • Example: A specific order can be clicked on in a list of sales orders in order to articleprices and conditions.
    • Benefit: Quick checking and processing of voucher details.
  3. Business partner:
    • Example: From the overview of business partners, users can go directly to detailed information, e.g. addresses, open items or contact details.
    • Benefit: Improved management and interaction with Business partners.

Advantages of the drilldown

  1. Efficient navigation:
    Drilldown reduces the need to navigate through complex menu structures and provides direct access to the required data.
  2. Better understanding:
    Users can better understand relationships between aggregated and detailed data, leading to more informed decisions.
  3. Time saving:
    The direct retrieval of specific information saves time and considerably simplifies day-to-day work.

 

Financial Management-SAP-B1.

Finance in SAP Business One

The financial system in SAP Business One contains the entries that you are legally obliged to make and enriches them with ...