Is it possible to link an email to a sales order?

[former_member183660]

Good day all.

Sometimes sales requests from business partners are received via email on y desktop computer. Is it possible to link the mail to the specific sales order. It will help for audit/ tracking purposes.  So if I go on to the business partner or sales order I can then open the email?

Is something like this possible?

Thank you

Nevashan

[Former Member · Accepted solution]

Hi Nevashan,

You could use the attachments tab to save the email message against the Sales Order.

I believe this functionality was introduced in release family 8.8x at some stage.

Kind Regards,

Nick Lakasas

[former_member183660 · Accepted solution]

Thanks Nick

I know you can attach pdf's

Is this possible with a MS outlook email. I'm wondering if it is possible to link a specific mail in my inbox? How do I map my MS outlook to open in SAP?

Thank you

[Former Member · Accepted solution]

No worries!

If I understand correctly, yes, you can simply drag the email from outlook into the attachments tab and it will save it as a .msg file depending on your SAP B1 version.

Make sure Outlook and B1 are running at the same permission level if it does not work.

Here are some supporting SAP notes if a problem is being encountered:

http://service.sap.com/sap/support/notes/2165141

http://service.sap.com/sap/support/notes/1609571

Kind Regards,

Nick Lakasas

[frank_wang6 · Accepted solution]

I dont suggest u use SAP B1 standard attachment function at all, since anyone can use the same filename file to overwrite existing one, which leads to a bad implementation.

For email dragged out of outlook, a lot of them will share the same file name since the file name comes from the subject line, and this definitely creates a big problem.

Frank

[julie_jamieson2 · Accepted solution]

You can also drag & drop the email to an activity, then link the activity to the sales order. This will also keep any attachments in the email

[former_member183660 · Accepted solution]

Thanks Julie

[Former Member · Accepted solution]

Hi

Can't access those links. It is asking me for a user and password and when I enter my SCN credentials it doesn't work.

Regards

Jerome

[KennedyT21]

Close the thread with correct and helpful answers!

Rgds

Kennedy

[former_member183660]

Hi Ken

Does the thread automatically close when I mark it as 'correct answer' or 'helpful answer'

Please advise on how to close a thread

Thank you

Nevashan

[KennedyT21]

If you click on the correct answer the thread will closed..

Read Rules of Engagement of SCN...

Rgds

[KennedyT21]

Hi Nevashan,

Save the Mail in the desktop and you can attach the mail n the attachment. It is Possible.

Hope helpful

Regards

Kennedy

[kothandaraman_nagarajan]

Hi,

Add email subject at sales order remarks field. OR Create header level UDF to capture email subject, date and contact person.

Thanks.