Drag and Relate in SAP Business One

What is it:  Use Drag and Relate to get an on-the-fly view of data in the system.  Go to Drag & Relate menu.  Click on any area of the system.  From there you can filter data to get a specific view. You can also distribute drag and relate results by printing it out or emailing it to another SAP Business One user.

Before starting a drag & relate query, you first need to have some data to drag.  So you'll want to have a screen open, such as a business partner screen open.  From there you select the drag and relate tab on the command centre.  In the example below, we drag the customer code to the A/R Credit Memo option in order to create a quick report to view all credit memos for the customer.