Symptom
You have created an HTML e-mail template for a business document and want to customize it, but the changes are not taken over in the created e-mail.
Environment
SAP Business ByDesign
Cause
The placeholders in the e-mail template have to be created in a specific format in order to be recognised.
Resolution
The easiest way to find the name of a field you intend to use as a placeholder is to open the XML file of a released document of the same type (e.g. customer invoice or sales order). Let us take customer invoice as an example:
- Go to the Customer Invoicing work center.
- Open any released Customer Invoice.
- Click on View All.
- Select Output History.
- Click on the View Data XML button.
Example of the first lines of an XML file:
<?xml version="1.0" encoding="utf-8"?>
<n0:FormInvoiceRequest xmlns:n0="http://sap.com/xi/SAPGlobal20/Global" xmlns:prx="urn:sap.com:proxy:L3I:/1SAI/TAE369B8FA8185C943E30C3:804">
<CustomerInvoice>
<WatermarkName></WatermarkName>
<ID>Example</ID>
(where Example refers to the invoice ID)
For the example, here is how you can add the ID to your HTML template:
Create an HTML template locally (e.g. by using a text editor and generating an HTML file as output) and add the following path in the desired place, for example:
"Dear Customer,
I send you the document [CustomerInvoice-ID]..."
Since the path has to be entered hierarchically, it always has to include the field names from the higher levels. This might create paths like:
[CustomerInvoice-SellerParty-FormAddress-SecondPostalRegulationsCompliantAddressLine-Description]
Note: the E-Mail Text under Output History or Edit Output Settings will show the HTML format, but the sent e-mail will be in the correct format.
Keywords
e-mail templates, customize, placeholder , KBA , AP-RC-OUT , Output Management , How To