In BIS, data relationships are quickly and easily available to view using the Drill Down+ ™ functionality simply by clicking on the hyperlink or by right-clicking on the hyperlink and selecting from a list of available options.
How Drill Down+ ™ works:
When a report is previewed, pertinent related field information appears as a hyperlink. By clicking on a specific hyperlink data field, users are able to “Drill Down” to a report with more related information. Drill Down + may also allow the user to access a specific transaction or master record where the information resides and in certain cases the original transaction or master record may be modified on-the-fly, if the related accounting integrity rules allow.
Right-click the hyperlink to view additional options:
In addition to reports, hyperlinks are also found on both transaction and master record forms and provides a time-saving method for accessing those forms in BIS on-the-fly.
For example, when on the Vendor Invoices form, “Vendor ID” is one of the many hyperlinks available. Clicking on that hyperlink will immediately open the Vendors master record form. A new vendor record can be added to the vendor file, or an existing vendor’s information can be edited, before returning to Vendor Invoices. Afterwards, the user can continue creating the vendor invoice, selecting the new or changed vendor record. This is all done without the need to close the Vendor Invoices form or losing information already entered.
Note: The color and format of hyperlinks can be set for each user on the Hyperlinks tab of the User Preferences window.) To access, go to Administrator in the menu, down to User Preferences, select User Preferences then click on the Hyperlink tab.
