E-mail Template for Marketing Documents in SendGrid in the Integration Hub
E-mail Trigger: When a new sales quotation document is added in SAP Business One, the system sends the E-mail automatically if the E-mail via HUB option in the Print Preferences window is enabled/checked and Business Partner conditions are met. To send the E-mail manually, choose the SAP Business One Mailer icon in the tool bar.
The message content is populated automatically for the documents based on the E-mail templates defined in the Print Preferences setup. To modify the content, use the Placeholder.
Note
A send message screen will be populated automatically for the documents for which print preferences setup is defined and user can also change or edit the default template set for the documents.
In the E-mail Template, the {} refers to the logical description of the field.
Note
For any auto-linked documents, the system does not send the email notifications with the Pdf as an attachment
Sales Quotation Creation
E-mail to Customer:
Subject: Sales Quotation # {DocNum}
Hi {CardName},
Sale Quotation # {DocNum} with total amount of {DocCur} {DocTotal} has been raised. It is valid till {DocDueDate}. Please find the Sales Quotation copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
|
CardName |
Customer Name |
OQUT-Sales Quotation |
CardName |
|
|
DocNum |
Sales Quotation No. |
OQUT-Sales Quotation |
DocNum |
|
|
DocCur |
Currency |
OQUT-Sales Quotation |
DocCur |
|
|
DocTotal |
Total Amount |
OQUT-Sales Quotation |
DocTotal |
|
|
DocDueDate |
Valid till Date |
OQUT-Sales Quotation |
DocDueDate |
|
Sales Order Creation
E-mail to Customer:
Subject: Sales Order # {DocNum}
Hi {CardName},
Your order # {DocNum} has been successfully created. Your order total is {DocCur} {DocTotal} & will be delivered by {DocDueDate}.
Please find the Sales Order copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Customer Name |
ORDR-Sales Order |
CardName |
|
DocNum |
Sales Order No. |
ORDR-Sales Order |
DocNum |
|
DocCur |
Currency |
ORDR-Sales Order |
DocCur |
|
DocTotal |
Total Amount |
ORDR-Sales Order |
DocTotal |
|
DocDueDate |
Fulfillment Date |
ORDR-Sales Order |
DocDueDate |
Delivery Creation
E-mail to Customer:
Subject: Delivery Document # {DocNum}
Hi {CardName},
A shipment worth {DocCurl} {DocTotal} has been shipped on {DocDate}. Please find the Delivery copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Customer Name |
ODLN-Delivery |
CardName |
|
DocCur |
Currency |
ODLN-Delivery |
DocCur |
|
DocTotal |
Total Amount |
ODLN-Delivery |
DocTotal |
|
DocDate |
Document Date |
ODLN-Delivery |
DocDate |
|
BaseRef |
Order No |
DLN1-Delivery Rows |
BaseRef |
Return Request Creation
E-mail to Customer:
Subject: Return Request # {DocNum}
Hi {CardName},
Your request for return has been initiated on {DocDate} for {DocCur} {DocTotal}. Please find the Return Request copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
Return Request No |
ORRR- Return Request |
DocNum |
|
CardName |
Customer Name |
ORRR- Return Request |
CardName |
|
DocDate |
Document Date |
ORRR- Return Request |
DocDate |
|
DocCur |
Currency |
ORRR- Return Request |
DocCur |
|
DocTotal |
Total Amount |
ORRR- Return Request |
DocTotal |
Return Creation
E-mail to Customer:
Subject: Return Document # {DocNum}
Hi {CardName},
A return document has been created on {DocDate} for {DocCur} {DocTotal}.
Please find the Return copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
Return No |
ORDN- Return |
DocNum |
|
CardName |
Customer Name |
ORDN- Return |
CardName |
|
DocDate |
Document Date |
ORDN- Return |
DocDate |
|
DocCur |
Currency |
ORDN- Return |
DocCur |
|
DocTotal |
Total Amount |
ORDN- Return |
DocTotal |
A/R Down Payment Creation
E-mail to Customer:
Subject: A/R Down Payment # {DocNum}
Hi {CardName},
A/R Down payment document created on {DocDate} for {DocCur} {DocTotal}.
Please find the A/R Down Payment Invoice copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
Down Payment No |
ODPI- A/R Down Payment Invoice |
DocNum |
|
CardName |
Customer Name |
ODPI- A/R Down Payment Invoice |
CardName |
|
DocDate |
Document Date |
ODPI- A/R Down Payment Invoice |
DocDate |
|
DocCur |
Currency |
ODPI- A/R Down Payment Invoice |
DocCur |
|
DocTotal |
Total Amount |
ODPI- A/R Down Payment Invoice |
DocTotal |
A/R Invoice Creation
E-mail to Customer:
Subject: A/R Invoice # {DocNum}
Hi {CardName},
A/R Invoice # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
Please find the A/R Invoice copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Customer Name |
OINV-A/R Invoice |
CardName |
|
DocNum |
Invoice No. |
OINV-A/R Invoice |
DocNum |
|
DocCur |
Currency |
OINV-A/R Invoice |
DocCur |
|
DocTotal |
Invoice Amount |
OINV-A/R Invoice |
DocTotal |
|
DocDate |
Document Date |
OINV-A/R Invoice |
DocDate |
A/R Credit Memo Creation
E-mail to Customer:
Subject: A/R Credit Memo # {DocNum}
Hi {CardName},
A/R Credit Memo # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
Please find the A/R Credit Memo copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Customer Name |
ORIN-A/R Credit Memo |
CardName |
|
DocNum |
Credit Memo No. |
ORIN-A/R Credit Memo |
DocNum |
|
DocCur |
Currency |
ORIN-A/R Credit Memo |
DocCur |
|
DocTotal |
Amount |
ORIN-A/R Credit Memo |
DocTotal |
|
DocDate |
Document Date |
ORIN-A/R Credit Memo |
DocDate |
Purchase Quotation Creation
E-mail to Vendor:
Subject: Request for Quotation # {DocNum}
Hi {CardName},
This is to request you to share the quote for the list of items in the RFQ # {DocNum} attached with this mail and is required by {ReqDate}.
Please find the Request for Quotation copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Vendor Name |
OPQT-Purchase Quotation |
CardName |
|
DocNum |
PQ Number |
OPQT-Purchase Quotation |
DocNum |
|
ReqDate |
Required Date |
OPQT-Purchase Quotation |
ReqDate |
Purchase Order Creation
E-mail to Vendor:
Subject: Purchase Order # {DocNum}
Hi {CardName},
Purchase Order # {DocNum} worth {DocCur} {DocTotal} has been raised on {DocDate} and is required by {DocDueDate}.
Please find the Purchase Order copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Vendor Name |
OPOR-Purchase Order |
CardName |
|
DocNum |
PO Number |
OPOR-Purchase Order |
DocNum |
|
DocCur |
Currency |
OPOR-Purchase Order |
DocCur |
|
DocTotal |
Total Amount |
OPOR-Purchase Order |
DocTotal |
|
DocDate |
Document Date |
OPOR-Purchase Order |
DocDate |
|
DocDueDate |
Required by |
OPOR-Purchase Order |
DocDueDate |
Goods Receipt PO Creation
E-mail to Vendor:
Subject: Goods Receipt PO # {DocNum}
Hi {CardName},
Goods worth {DocCur}{DocTotal} has been received on {DocDate}.
Please find the Goods Receipt PO copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Vendor Name |
OPDN-Goods Receipt PO |
CardName |
|
DocNum |
GRPO Number |
OPDN-Goods Receipt PO |
DocNum |
|
DocCur |
Currency |
OPDN-Goods Receipt PO |
DocCur |
|
DocTotal |
Total Amount |
OPDN-Goods Receipt PO |
DocTotal |
|
DocDate |
Document Date |
OPDN-Goods Receipt PO |
DocDate |
Goods Return Request Creation
E-mail to Vendor:
Subject: Goods Return Request # {DocNum}
Hi {CardName},
Goods Return Request has been initiated on {DocDate} for {DocCur} {DocTotal}.
Please find the Goods Return Request copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
Goods Return No |
OPRR-Goods Return Request |
DocNum |
|
CardName |
Vendor Name |
OPRR-Goods Return Request |
CardName |
|
DocDate |
Document Date |
OPRR-Goods Return Request |
DocDate |
|
DocCur |
Currency |
OPRR-Goods Return Request |
DocCur |
|
DocTotal |
Total Amount |
OPRR-Goods Return Request |
DocTotal |
Goods Return Creation
E-mail to Vendor:
Subject: Goods Return # {DocNum}
Hi {CardName},
Goods worth {DocCur} {DocTotal} has been returned on {DocDate} due to {Comments}.
Please find the Goods Return copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
Goods Return No |
ORPD-Goods Return |
DocNum |
|
CardName |
Vendor Name |
ORPD-Goods Return |
CardName |
|
DocCur |
Currency |
ORPD-Goods Return |
DocCur |
|
DocTotal |
Total Amount |
ORPD- Goods Return |
DocTotal |
|
DocDate |
Document Date |
ORPD- Goods Return |
DocDate |
|
Comments |
Remarks |
ORPD- Goods Return |
Comments |
A/P Down Payment Creation
E-mail to Vendor:
Subject: A/P Down Payment # {DocNum}
Hi {CardName},
A/P Down payment document has been created for {DocCur} {DocTotal} on {DocDate}.
Please find the A/P Down Payment Invoice copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
DocNum |
A/P Down Payment No |
ODPO-A/P Down Payment Invoice |
DocNum |
|
CardName |
Vendor Name |
ODPO-A/P Down Payment Invoice |
CardName |
|
DocCur |
Currency |
ODPO-A/P Down Payment Invoice |
DocCur |
|
DocTotal |
Amount |
ODPO-A/P Down Payment Invoice |
DocTotal |
|
DocDate |
Document Date |
ODPO-A/P Down Payment Invoice |
DocDate |
A/P Invoice Creation
E-mail to Vendor:
Subject: A/P Invoice # {DocNum}
Hi {CardName},
Your Invoice {NumAtCard} for {DocCur} {DocTotal} has been accepted on {DocDate} and {DocNum} is the reference number in our records. Please find the A/P Invoice copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Vendor Name |
OPCH-A/P Invoice |
CardName |
|
NumAtCard |
Vendor Reference |
OPCH-A/P Invoice |
NumAtCard |
|
DocCur |
Currency |
OPCH-A/P Invoice |
DocCur |
|
DocTotal |
Invoice Amount |
OPCH-A/P Invoice |
DocTotal |
|
DocDate |
Document Date |
OPCH-A/P Invoice |
DocDate |
|
DocNum |
Document No |
OPCH-A/P Invoice |
DocNum |
A/P Credit Memo Creation
E-mail to Vendor:
Subject: A/P Credit Memo # {DocNum}
Hi {CardName},
Credit Memo {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
Please find the A/P Credit Memo copy in the attachment.
Regards,
{UserSign}.
|
Place Holders |
Logical Field Description |
SAP B1 Table |
SAP B1 Field |
|
CardName |
Customer Name |
ORPC-A/P Credit Memo |
CardName |
|
DocNum |
Credit Memo No. |
ORPC-A/P Credit Memo |
DocNum |
|
DocCur |
Currency |
ORPC-A/P Credit Memo |
DocCur |
|
DocTotal |
Amount |
ORPC-A/P Credit Memo |
DocTotal |
|
DocDate |
Document Date |
ORPC-A/P Credit Memo |
DocDate |
List of Place Holders
Following are the placeholders supported in E-mail templates:
|
S.No. |
Place Holders |
Remarks |
|
1 |
{CardCode} |
Business Partner Code |
|
2 |
{CardName} |
Business Partner Name |
|
3 |
{NumAtCard} |
Business Partner Ref. No |
|
4 |
{DocNum} |
Document Number |
|
5 |
{DocStatus} |
Document Status |
|
6 |
{DocDate} |
Document Date |
|
7 |
{DocDueDate} |
Document Due Date |
|
8 |
{TaxDate} |
Document Posting Date |
|
9 |
{Comments} |
Remarks on Document |
|
10 |
{DiscPrcnt} |
Discount Percentage |
|
11 |
{DiscSum} |
Discount Amount |
|
12 |
{TotalExpns} |
Freight Amount |
|
13 |
{VatSum} |
Tax Amount |
|
14 |
{DocTotal} |
Document Total |
|
15 |
{DocTotalFC} |
Document Total (FC) |
|
16 |
{SlpCode} |
SlpName From OSLP |
|
17 |
{OwnerCode} |
FirstName+LastName From OHEM table |
|
18 |
{CntctCode} |
FirstName From OCPR table |
|
19 |
{TrackNo} |
Tracking Number |
|
20 |
{UserSign) |
User Name(U_Name) from OUSR |
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