Symptom
You would like to send e-mails to the accounts maintained in the system through the E-mail activity, however the E-mail activity is currently not "In Scope" in the system.
Environment
SAP Business ByDesign
Reproducing the Issue
- Go to the Account Management Work Center.
- Go to the Activities View.
- Select New Button.
The option to send a new E-mails is not displayed.
Cause
The scoping question "Do you use e-mail to communicate with your accounts?" is currently Not In Scope in the system.
Resolution
In order to send E-mails to the Accounts maintained in the system through the Activities View, the scoping question "Do you use e-mail to communicate with your accounts? needs to be "In Scope" in the system.
This process can be performed through the following steps:
- Go to the Business Configuration Work Center.
- Go to the Implementation Projects View.
- Select Edit Project Scope.
- Navigate to the Step 4 - Questions.
- Expand Sales.
- Expand Account and Activity Management.
- Select the Activity Management.
- Mark the check box for the scoping question "Do you use e-mail to communicate with your accounts?"
- Select Next.
- Select Accept Preselected Answers.
- Select Finish.
The option to send a new E-mail will be displayed in the Activities View through the New Button.
As a possible additional feature the Microsoft Outlook® Integration can be scoped in order to integrate with the E-mail Activity.
For the scoping of the Microsoft Outlook® Integration, the following steps can be performed:
- Go to the Business Configuration Work Center.
- Go to the Implementation Projects.
- Select Edit Project Scope.
- Navigate to the Step 3 - Scoping Elements.
- Expand Communication and Information Exchange.
- Expand Office and Desktop Integration.
- Mark the check box for Microsoft Outlook® Integration.
- Select Next.
- In the Step 4 - Questions, Select Next.
- Select Accept Preselected Answers.
- Select Finish.
The Microsoft Outlook® Integration will be scoped in the system.
The Microsoft Outlook® Integration configuration is recommended to be first set up and tested in the Test System before activating this functionality in the Production system.
See Also
Keywords
new e-mail, activity, outlook, account, e-mail, scoping question , KBA , AP-AM-EA , Email Activity , AP-AM , Activity Management , How To