SMS Template for Marketing Documents in Nexmo in the Integration Hub
SMS Trigger: When a new sales quotation document is added in SAP Business One, the system sends the SMS automatically if the SMS via HUB option in the Print Preferences window is enabled/checked and Business Partner conditions are met. To send the SMS manually, choose the SAP Business One Mailer icon in the tool bar.
The message content is populated automatically for the documents based on the SMS templates defined in the Print Preferences setup. To modify the content, use the Placeholder.
In the SMS Template, the {} refers to the logical description of the field.
Sales Quotation Creation
SMS to Customer:
Hi {CardName}, Sale Quotation # {DocNum} with total amount of {DocCur} {DocTotal} has been raised. It is valid till {DocDueDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Customer:
Hi {CardName}, Your order # {DocNum} has been successfully created. Your order total is {DocCur} {DocTotal} & will be delivered by {DocDueDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Customer:
Hi {CardName}, A shipment worth {DocCurl} {DocTotal} has been shipped on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Customer:
Hi {CardName}, Your Return Request # {DocNum} has been initiated on {DocDate} for {DocCur} {DocTotal}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
CardName |
Customer Name |
ORRR- Return Request |
CardName |
|
DocNum |
Return Request No |
ORRR- Return Request |
DocNum |
|
DocDate |
Document Date |
ORRR- Return Request |
DocDate |
|
DocCur |
Currency |
ORRR- Return Request |
DocCur |
|
DocTotal |
Total Amount |
ORRR- Return Request |
DocTotal |
Return Creation
SMS to Customer:
Hi {CardName}, A Return document # {DocNum} has been created on {DocDate} for {DocCur} {DocTotal}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
CardName |
Customer Name |
ORDN- Return |
CardName |
|
DocNum |
Return No |
ORDN- Return |
DocNum |
|
DocDate |
Document Date |
ORDN- Return |
DocDate |
|
DocCur |
Currency |
ORDN- Return |
DocCur |
|
DocTotal |
Total Amount |
ORDN- Return |
DocTotal |
A/R Down Payment Creation
SMS to Customer:
Hi {CardName}, A/R Down Payment Invoice # {DocNum} created on {DocDate} for {DocCur} {DocTotal}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
CardName |
Customer Name |
ODPI- A/R Down Payment Invoice |
CardName |
|
DocNum |
Down Payment No |
ODPI- A/R Down Payment Invoice |
DocNum |
|
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
SMS to Customer:
Hi {CardName}, A/R Invoice # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Customer:
Hi {CardName}, A/R Credit Memo # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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 |
SMS to Vendor:
Hi {CardName}, This is to request you to share the quote for the RFQ # {DocNum} and is required by {ReqDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Vendor:
Hi {CardName}, Purchase Order # {DocNum} worth {DocCur} {DocTotal} has been created on {DocDate} and is required by {DocDueDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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 |
SMS to Vendor:
Hi {CardName}, Goods worth {DocCur} {DocTotal} has been received on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
CardName |
Vendor Name |
OPDN-Goods Receipt PO |
CardName |
|
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
SMS to Vendor:
Hi {CardName}, Goods Return Request # {DocNum} has been initiated on {DocDate} for {DocCur} {DocTotal}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
CardName |
Vendor Name |
OPRR-Goods Return Request |
CardName |
|
DocNum |
Goods Return No |
OPRR-Goods Return Request |
DocNum |
|
NumAtCard |
Vendor Ref No |
OPRR-Goods Return Request |
NumAtCard |
|
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
SMS to Vendor:
Hi {CardName}, Goods worth {DocCur} {DocTotal} has been returned on {DocDate} due to {Comments}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One Field |
|
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
SMS to Vendor:
Hi {CardName}, A/P Down Payment Invoice # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Vendor:
Hi {CardName}, Your A/P Invoice # {NumAtCard} for {DocCur} {DocTotal} has been created on {DocDate} and {DocNum} is the reference number in our records.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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
SMS to Vendor:
Hi {CardName}, A/P Credit Memo # {DocNum} has been created for {DocCur} {DocTotal} on {DocDate}.
|
Place Holders |
Logical Field Description |
SAP Business One Table |
SAP Business One 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 SMS 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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