Drag and drop functionality is present throughout SAP Business One, but many users don’t know where this functionality can be utilized. Most of you are familiar with the popular drag and relate reporting tool which allows you to drag a field, such as a Business Partner Code, and drop it onto a document or object, like a Sales Order, to see all the related Sales Orders pertaining to that customer. Drag and drop works in a similar way, giving you a simple yet powerful tool that’s super convenient. You can query data quickly, move fields around and copy data easily through an intuitive user interface. This means you don’t have to manually write queries, type information or be a nerdy programmer to get things done!
Here are two of the most common ways drag and drop functionality can be applied in SAP Business One to save you time.
Document Form Settings
You can use drag and drop within the document form settings to move columns around in a desired sequence. Every document, like Sales or Purchase Orders, has columns. These might include Item Code, Item Description, Quantity, Price, etc. And these columns can be arranged how you like them simply by dragging and dropping a column name before or after another column name. For example, you would open the Form Settings window and click on a field, say Item Code, for roughly 1.5 to 2 seconds until you see a black frame around the field. Now drag and drop it above the Item Description field. Click OK on the Form Settings screen to save your changes. Now you will see that the Item Description is before the Item Code.Within seconds you can tailor how the fields are shown on each document. You can do this per user, or you can conveniently copy Form Settings from one user to many different users. Of course you can lock down user authorizations so that only certain users can have access to this functionality.
User Authorizations Module
Speaking of authorizations, you can also use drag and drop to tailor the User Authorizations module. If you have many users in your company, deploying authorizations can be a painstaking task. Using drag and drop within the User Authorizations module makes it quick and easy to manage authorizations. It also safeguards against human error – with template users, you’re less likely to accidentally apply or not apply an authorization.We actually recommend creating template users for each department containing all relevant authorizations. Then you can simply copy the authorizations from that template user to similar users within the same department. Let’s look at this in practice.Say you have a large sales team. They would likely all have the same authorizations in your SAP Business One system. You would create a sales user template, defining all the authorizations for your sales users. Then you would simply drag and drop the authorizations from your template sales user to other sales users. And you’re done! Pretty simple, right?
Now that you’ve got some insight into how you can use drag and drop, try it out for yourselves! If you’re curious about other areas within SAP Business One where drag and drop can be utilized, open the Help Menu and type “Drag” in the search bar. A list of all the different modules where drag and drop can be used will appear in the search results. Hope you enjoyed these tips, and of course, if you require any assistance please don’t hesitate to reach out to us. We’d be happy to help you out!