Tag Archives: SAP Business One 8.81

SAP Business One Drag and Drop from MS Outlook

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In SAP Business One  – all marketing documents now come with a new “attachment” tab. With this users can now “drag and drop” MS Outlook mail to this attachment tab in marketing documents. This link is saved automatically in the attachment tab and the documents are saved in the attachment folders (that you specify under General Settings).

Documents can be attached to most data areas – for example business partners and products.

SAP Business One 8.81 Attachments

As well as attachments on all marketing documents you can also use attachments for:

  • AR / AP Quotes, Orders, Deliveries, Returns, Invoices, Credits
  • Inventory – Receipts, Issues
  • Production – Receipts, Issues
  • Service calls

 

To create an attachment from MS Outlook you simply drag and drop from MS Outlook into the marketing document.

SAP Business One 8.81 attachments

Prerequisites include – SAP Business One 8.81 patch level 8+, MS Outlook and configuration of the attachments folder in SAP Business One. (Administration – System Initialization – General – Settings – click on the “path” tab and set up the attachments location. More great functionality from the team at SAP……..SAP Business One 8.81…….

SAP Business One 8.81 – Relationship Map

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More great new functionality from the team at SAP – relationship maps are available in SAP Business One 8.81. Relationship mapping shows the relationship between various SAP Business One documents. On both the sales and accounts payable side of the transaction we can generate various documents which are interrelated. For example we can generate a sales quote, copy it to an AR order, copy the AR order to three separate delivery notes and then create an AR invoice. Relationship mapping keeps a visual representation of these documents. We can produce a relationship map by simply choosing a relevant document (for example, PO, goods receipt etc.), right click the mouse and then click on “relationship map”.

You can double click on the images to drill down to the relevant source document. You can also choose to see the “document tree”, “posting details” or “related items”.

This functionality is available now in SAP Business One 8.81. Thanks to Chris Godman at Leverage for this blog.