SAP Business One

Sales Document Attachments

 NOTE

Applies to: Sana 9.3.1 and higher

In SAP Business One you can add different files to the sales documents, for example sales quotations and orders, delivery documents and invoices, and return orders. The files added to the sales documents in SAP Business One are shown on the sales document details pages in the Sana web store.

If you need to provide your business customers with some additional documentation, for example a waybill or a copy of some extra documents, you can attach them to the corresponding sales document in SAP Business One and show in the Sana web store. 

 NOTE

Sana also provides a possibility to attach files to the sales documents from the file system of Sana on the Web server. For more information, see "Product and Order Attachments".

Add files to the sales documents

Step 1: At first you need to create a folder where all sales document attachments will be stored.

 NOTE

You must create a folder for sales document attachments on the server where Sana Web service for SAP Business One is installed. The user who runs the application pool of the Sana Web service must have Read and execute permissions on this folder.

Step 2: In SAP Business One click: Administration > System Initialization > General Settings > Path.

In the Attachments Folder field select the folder where all sales document attachments will be uploaded and then click Refresh Paths in Documents.

Step 3: Open the necessary sales document, for example a sales order. You can add files to the sales document on the Attachments tab.

In SAP Business One you can choose which sales document attachments to show in the Sana web store.

Right-click on the necessary attachment and select Visible in Web Store. This way you can make any sales document attachment visible or invisible in the Sana web store.

If your customer created a sales quotation from the Sana web store and you added some file to it in SAP Business One to provide the customer with some additional information or some documents required for internal purposes, these files can be automatically copied to the sales order.

In SAP Business One click: Web Store > Web Stores. On the General tab, select the Copy attachments from quotation to order checkbox. If a customer converts a quotation into an order in the Sana web store, then all attachments attached to it will be transferred to an order.

 NOTE

The possibility to automatically copy attachments from a quotation to a sales order after conversion is available starting from Sana 9.3.3.

Enable sales document attachments

Step 1: In SAP Business One click: Web Store > Web Stores.

Step 2: On the Images & Downloads tab, enable sales document attachments for your web store. When you enable sales document attachments, all files added to the sales documents in SAP Business One will be shown on the sales document details pages in the Sana web store.

When all attachments are added to the sales documents in SAP Business One and the option Enable Sales Document Attachments is enabled in the Web Stores window, you need to run the General information import task. Open Sana Admin and click: Tools > Scheduled tasks.

 NOTE

When there is no connection between Sana and SAP Business One, it will not be possible to open the attached files until the connection to SAP Business One is re-established.

Attachment Overview

 NOTE

Applies to: Sana 9.3.3 and higher.

You can see all files attached to the sales documents and change their visibility (show or hide) from the Attachment Overview window.

In SAP Business One click: Web Store > Sana Overviews > Attachment Overview.

By selecting the necessary sales document type in the Document Type field, you will see the list of all existing sales document attachments. If you want to see the files attached to a specific sales document, click the Find button on the Toolbar and in the Document Number field specify the sales document number, then click Find.

Use the Visibility checkbox to show or hide any sales document attachment in the Sana web store.

You can also open any sales document, right-click on the required attachment and show it or hide using the Visible in Web Store menu item in the context menu.