GP 2010 Feature #2: Drill Down Builder

Posted on Thursday, April 29, 2010

Last time, we talked a bit on the great feature of drilling down into the GP 2010 dashboard. Well this week, we’re taking a closer look at the Drill Down Builder. This feature makes it possible to be browsing an Excel report and drill right into the Microsoft Dynamics GP screen that is related to the data you are looking at. Drill Down Builder completes the Microsoft Office and Microsoft Dynamics GP integration story. With the same model as the builder tools, Drill Down Builder is configurable and allows you to define the window you would like to be able to drill down to, in any module, from any product, including 3rd party Dexterity products.

The Microsoft Dynamics GP Team has created 3 examples of how beneficial this tool can really be. Check it out:

  • Scenario 1: First, generate an Excel Report Builder report that shows total inventory per item. Embedded in the report is a drill down to the Item Quantities Inquiry window in Dynamics GP. If the user needs to know more about the stock for a particular item, they simply drill down from the Excel Report into the details you need in Microsoft Dynamics GP.
  • Scenario 2: A users wants a colleague to take a look at three purchase orders within Microsoft GP. Rather than sending them a list of PO numbers, they can send an email with links which will open the Purchase Order window and populate it for them.
  • Scenario 3: A user has configured an SRS report containing weekly timesheets for consultants. The consultants are able to review the report and if they need to make a change can drill straight into the related timesheet to make the changes required.

If you would like more information on Microsoft Dynamics GP 2010 and how it can benefit your business, please visit http://www.computeration.net and click on contact us.