Firstly, you need to define whether to send e-mails by Outlook or SAP Business One Mailer. From SAP Business One Main Menu choose: Administration > System Initialization > General Settings and select the preferred default method for sending e-mails.
In our example, we choose to use Outlook:
Define which documents should be e-mailed upon creation. For example, if you want A/R Invoices to me sent by e-mail once added, choose: Administration > System Initialization > Document Settings > Per Document tab > A/R Invoice. Under the section “When Adding Document:”, select the “E-Mail Document” checkbox. In the E-Mail Subject and E-Mail Body sections you can enter text that will be populated automatically in the e-mail when the document is sent.
After adding the document, an A/R Invoice in our example, an e-mail message opens with the A/R Invoice attached and the pre-configured subject and body text.
Join our team for a SAP Business One workshop and learn more about the ERP solution in detail. Register to attend below.
Inecom is an ERP specialist, helping you implement ERP systems such as MYOB Advanced, SAP Business One, Microsoft Dynamics 365 Business Central, and HighJump.