Share it from the Web Client

Single point of access. One stop shop. Seamless integration. State of the art user experience. Sound familiar? I bet the answer is yes. Some of you could probably mention few more buzz words or phrases that are all about describing better efficiency and productivity. So what’s behind it? And how it is translated into your daily work? Let’s look at the Web Client for SAP Business One. If your work is about creating and processing sales documents the following enhancements may make your day more efficient:

The options “Export to Word” and “Send by Email” are added to the “Share” menu in sales documents. Clicking the first option exports the document to Microsoft OneDrive as Word file using the standard templates from SAP Business One:

Clicking “Send by Email” opens an Email with the address of the Contact Person assigned to the document in the “To” field and the given document is attached as a Word file:

Just fill in the subject and few words (if needed) and click “Send”. Available in Sales Quotation, Sales Order, Delivery, Return, A/R Invoice, A/R Reserve Invoice, and A/R Credit Memo.

Available in the Web Client for SAP Business One 10.0 FP 2111 and SAP Business One 10.0, version for SAP HANA FP 2111. This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.