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.

 

Presentation of the chart of accounts in SAP Business One Financials

Finance in SAP Business One

Financial accounting in SAP Business One contains the entries that are required by law and enriches them with ...