SAP Business One

Efficient Tracking and Follow up of Emailed Documents in SAP Business One

The Background:

Most of us choose Email as the sharing platform for transferring documents across the recipients. The platform is simple to use as-well-as fast.However the increased use of Email in businesses, is stressing the importance of “tracking” and “follow-up” in the communication.

SAP Business One has come-up with a revolutionary new feature known as “New Document Status” for addressing the same.

How Does it Work?

For Open-E-Mailed:

While Open Emails are assigned to sales, purchasing, and open inventory transfer request documents are sent to business partners via SAP Business One Mailer or Microsoft Outlook.

For Printed Documents :

If a given document was also printed, it is assigned with the status “Open – Printed, E-Mailed”.

Number of Recipients:

View Sent Emails” option from the context menu enables you to find the number of recipients related to a document from the Email. The number of recipients is indicated in the brackets.


These tracking & follow-up  features are  available from SAP Business One 10.0 FP 2008 and SAP Business One 10.0 FP 2008, version for SAP HANA.


Why TEKROI?

If you have a small scale business, it’s a perfect choice to choose  SAP BusinessOne ,as it has got the capability to deal with the day-to-day tedious and monotonous tasks to deal with. Monitor all your after sales, customer relation management, inventory management and more with such ease. Every functionality in SAP Business One is extremely interactive.

At TEKROI we can help you in driving a smooth &  continuous business transformation ,with an ERP solution that can grow and adjust to suit your needs of today and tomorrow.

Looking for more details? Our experts are happy to answer you 24×7.. Please reach us at info@tekroi.com , you can also reach us at +91-9700363636…

Author

TekROI Editor

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