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

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