Once you have bound your SAP Business One, Web client account to your Microsoft 365 account, you can email documents directly from the Web client. In this video, you will learn how to email marketing documents such as sales and purchasing documents, in different format types: Microsoft Word, PDF and hyperlink.
The following steps outline the tasks demonstrated in the Emailing Marketing Documents from SAP Business One, Web Client video.
Steps
To create automatic text in the subject and/or body of the mail, follow these steps:
In SAP Business One Desktop client, select Administration → System Initialization → Print Preferences.
Select the Per Document tab.
In the document field, from the dropdown menu, select Sales Order.
In the E-Mail Subject field, enter a message.
In the E-Mail Body field, enter a message.
Choose Update and OK.
The subject and body text that you defined are automatically displayed for each sales order you email.
On the sales order that you want to send, choose the share icon.
From the dropdown menu, choose from the following options:
To email the sales order as a Word document, select Send by Email.
To email the sales order as a PDF, select Choose Email Option → Email with PDF Attachment option → Send.
To email the sales order as a hyperlink in the email body, select Choose Email Option → Email with Hyperlink in the Email Body → Send. For this option, only users with the relevant authorizations can access this link.
To add or edit the email address, subject, and body text, choose Edit (the pencil icon).
Result
You can now email different marketing documents from SAP Business One, Web client.
Note
Sending emails from a list view list and detailed view is enabled for all marketing documents. Sending emails with hyperlinks and Microsoft Excel attachments is valid for all list views in SAP Business One, Web client.