PT Sterling Tulus Cemerlang
www.sterling-team.com

Phone
+62-877-8655-5055
+62 (21) 580-6055

Email
sales-enquiry@sterling-team.com

Address
Sampoerna Strategic Square
South Tower 18th
Jl Jend. Sudirman kav 45-46
Jakarta 12930 - Indonesia

Automatically Export and Attach Your Printed Document

Automatically export attach printed document - SAP B1 Tips

When it’s time to print out the purchase order or sales order  or any other documents, we also need to keep the printed version in the system. Rather than exporting or scan it to pdf to save it later in the system, SAP Business One allows you to automatically export to pdf and save it to the system once you click the “Add” button.

All you have to do is:

  1. Set up the attachment folder
    It’s in “Administration” – “System Initialization” – “General Settings”. Under the “Path” tab, set your “Attachments Folder
    Automatically Export and Attach - Set Your Attachment Folder
  2. Set up the printing preference
    It’s in “Administration” – “System Initialization” – “Print Preferences”. Under the “General” tab, select the checkbox “When Adding Marketing Document, Use Attachments Folder as Default Path to Export PDF” and “Attach Exported PDF to Marketing Document
    Automatically Export and Attach - Set Your Print Preference
  3. Still in “Print Preferences” window, go to “Per Document” tab, and select which document you want to automatically save as attachment, and then select “Export to PDF
    Automatically Export and Attach - Setup Printing Per Document

So, every time you add a Document, it will automatically export to PDF using the default layout and then save it in attachment folder. (See Below Picture)

Automatically Export and Attach - PDF Attached

This feature available since SAP Business One 9.2.


This article was written by PT. Sterling Tulus Cemerlang, SAP Business One GOLD Partner in Indonesia.
More details about SAP Business One,
email to: sales-enquiry@sterling-team.com or call +6221-5806336 or wa +6287786555055