Drag and Drop Attachments: SAP Business One
SAP Business One How to Drag and Drop Attachments
SAP Business One users are always seeking tips and tricks to gain efficiency using SAP B1. This blog discusses how to drag and drop an attachment, for example, an email into SAP Business One. A video can be found below showing you how to attach an email using this method.
How to Drag and Drop
- In SAP Business One open the document you want an attachment in
- Go to your email and drag the email out of your inbox
- Drop the attachment onto the SAP Business One document
- In the attachements folder SAP B1 takes a copy of the email including any attachements like PDF or excel
- Below is a video shoing how to drag and drop an email into SAP Business One as an attachment
Uses for Attachments in SAP Business One
- Supporting approval email from customer for sales order
- Purchase order special pricing
- Journal Entries in SAP B1 for entries like accruals or overhead allocations
- Bill of materials supporting documentation
- Production order quality information
Recording of Drag and Drop
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As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you.
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Versago and Bizweaver
SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.