2738163 - How to Include Attachments in the Output Document to Customer in Sales Quotes and Sales Orders

You want to know how to send attachments along with the output document to your customers in Sales Quotes and Sales Orders.

SAP Business ByDesign

N/A

You need to select option 'Include in Output' when adding the attachment.

1. Go to the New Business work center.
2. Go to the Sales Quotes view.
3. Edit one certain sales quote and go to the Attachments tab.
4. Click 'Add - File' button, in the pop-up windown, use Brower to select a file, in the lower part of the windown, tick the option 'Include in Output?'. Click Add button again, this file is then added into the quote.
5. Click 'You Can Also - Edit Output Settings' button, you can check the output details. Click the Attachments tab, the added file/attachment is displayed in the output.

Once you submit this sales quote, the attachment will be sent to the customer along with the output document. Same behavior in sales orders.

output; attachment; confirmation to customer; sales , KBA , SRD-CRM-QUO , Quotations , How To