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Procedure documentationSending Quotations as E-Mail Attachments Locate this document in the navigation structure

Prerequisites

You have updated the quotations in your Quotations folder in Microsoft Outlook (see Importing Quotations to Microsoft Outlook).

Procedure

  1. In Microsoft Outlook, select your Quotations folder.

    A list of all quotations that you imported from SAP Business One is displayed.

  2. Double-click the quotation you want to send as an e-mail attachment.

    The Quotations window appears.

  3. Choose the Send button.

Result

The quotation is created as a Microsoft Word document and is included automatically as an attachment to the e-mail that appears. The e-mail has the following elements:

  • Default e-mail address: the e-mail address of the contact person in the quotation

  • Default subject line: Your quotation is attached

  • Default message:

    Dear <name of contact person>:

    Your quotation is attached.

    Thanks

    <Your name>

Edit the information if necessary and then send the e-mail.

The template for this document is saved in the folder where the Microsoft Outlook Integration add-on files were saved at installation. To view and/or edit the template, open the BO_Worddocs folder and then the sub-folder with a number that corresponds to the SAP Business One language you use. The numbers and the corresponding languages are shown in the following table:

Languages for Word Document Templates

Folder No.

Template Language

1

Hebrew (Israel)

3

English (United States)

5

Polish

8

English (United Kingdom)

9

German

11

Danish (Denmark)

12

Norwegian (Norway)

13

Italian

14

Hungarian

15

Chinese

16

Dutch (Netherlands)

17

Finnish (Finland)

18

Greek

19

Portuguese

20

Swedish

22

French

23

Spanish

24

Russian

25

Spanish (Latin America)

26

Czech

27

Slovak

28

Korean

30

Japanese