ERP User GuideSAP Business One

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.

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.

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.

ERP User GuideSAP Business One