SAP Outlook Integration

Successful by connecting Outlook to SAP.

  • Display master, operation, and contact data for the SAP business partner in Outlook
  • Create, change, and display SAP transactions directly from Outlook
  • Direct jump from Outlook to your most important SAP transactions
  • Central storage of all important e-mails and attachments – directly in SAP
  • Improved external and internal communication through fast availability of information

▶ FREE CONSULTING

Originally posted by Klaus Schiffer - Rohde and Schwarz“We use the MailCenter Outlook add-in. Users praise the ease of use and fast processing. The flexible scaling for additional SAP objects is also very positive.”

Klaus Schiffer, SAP-Basis Administrator, ROHDE & SCHWARZ GmbH & Co. KG

Send sap mail
E‑mail
Send
sap mail archiving
E‑mail
Archive
Approval Workflow
Approval
Workflow

sap xrechnung

Electronic invoice

sap outlook integration

Outlook
Integration
Stamping documents
Documents
Stamp

Order to be ordered

Ordering
Confirmations

This SAP Outlook integration is
Extremely ease your day-to-day work

Faster and easier process processing

SAP Outlook Integration Example Screen

SAP Outlook Integration Example Screen

Display master, transaction and contact data for the SAP business partner in Outlook – Based on the e-mail information, the corresponding business partner from SAP is automatically determined. You get an overview of the last processes for this business partner and his contact person immediately and without further clicks directly in Outlook. If necessary, you jump directly from Outlook to the SAP process. It couldn’t be easier.

Create, change, and display SAP transactions from Outlook – You can create, change, or display SAP transactions directly from your inbox. If you create or change a transaction, the e-mail can be automatically archived for the transaction. Using personally definable favorites, you can jump directly from Outlook to the corresponding transactions in the SAP system. This saves your employees numerous individual steps and thus valuable time.

Store e-mails from Outlook directly to SAP objects – By storing e-mails and e-mail attachments to SAP documents such as quotations, orders and purchase orders, you create seamless, transparent communication. This gives you a clear history of any SAP object.

Create transparency in the e-mail correspondence for the SAP process – The e-mail journal on the SAP object clearly shows the corresponding correspondence. This reduces search times and improves communication with customers and suppliers.

Improve your internal communication – breaks in internal communication hinder many companies. Processes stall, are non-transparent and time-consuming because employees do not have the right and complete information. Customers and suppliers feel this lack of competence, whether consciously or unconsciously.

Like a CRM – all relevant SAP data for the business partner available in Outlook

Examples

From MS Outlook …

View in Outlook for SAP business partners and SAP operations

View in Outlook for SAP business partners and SAP operations


Put Outlook email in SAP
In the best case, the corresponding SAP business partner and the SAP transaction are automatically determined for an e-mail. Select the desired email and open the application with one click. Press the “Run” button. The e-mail or attachment is thus archived on the SAP document and can be viewed by all responsible users. ready!

… to SAP ERP

SAP Outlook Inbox - Receive Report on Order

MailCenter Journal in SAP with stored e-mails and documents

Result – transparent correspondence
The uploaded document is now available in the MailCenter Attachments list. You open filed documents in SAP with double-click. These are now available to any user who is authorized to access the sales order. This creates maximum transparency and saves search times.

Other SAP application examples

  • MM – Depositing order confirmations and delivery notifications from the supplier to orders
  • MM – Create SAP purchase orders and framework agreements directly from the e-mail
  • MM and SD – Deposit customer and supplier correspondence on various objects in sales and purchasing
  • SD – Immediate creation of quotations, customer orders and contracts
  • CS – Message attachment in SAP directly from mail
  • QM – Dropping pictures and test reports
  • U. v. m.

Do you have any questions about the product? We would be happy to advise you in a personal conversation.

TALK TO US NOW!

Did you know? …

In the administration,
30 of working time
Wasted.

(Fraunhofer Study “LeanOffice”)

“The implementation of the MailCenter in our purchasing processes has made our work much more efficient and up-to-date. Together with the Outlook add-in for incoming emails, we have a 100% solution.”

Klaus Hefner

Rauch Möbelwerke GmbH

Lost productivity by jumping between applications

According to a McKinsey study, employees spend 28% of their working time processing emails and 20% of their time searching for information.

SAP users who work with both SAP and Outlook spend a significant amount of their time jumping back and forth between the two applications, at the expense of productivity.

With the help of this Outlook integration, employees can create new SAP transactions and edit existing processes directly from their inbox. Important e-mails are linked to the appropriate SAP object with one click. The integration automatically matches incoming e-mails with the corresponding SAP business partner and displays the relevant data directly in Outlook. By storing e-mails and documents, not only the individual processor, but the entire team can view the history of communication in SAP at any time.

SAP Outlook Integration – Incoming Mail in ERP

SAP Munich - OptimizationWith SAP Outlook integration, you make work much easier for your SAP users.

Users can see master and transaction data for the SAP business partner directly in Outlook. You can use the storage function to save e-mails from your inbox in SAP. Because companies don’t just want to send e-mails. There is a desire to store mails from the inbox in SAP ERP. The aim is to store correspondence with business partners centrally and transparently. This means that the responsible employees have access to it at any time. Finally, the relevant correspondence must be visible to all responsible SAP users. Cleanly documented processes make work easier. As a result, search times and thus costs are reduced. In addition, the quality of service is improving. In addition to the functions for the central storage of e-mail communication, users can create, change or display SAP processes directly from Outlook.

The Outlook Integration Add-on


  1. Display master transaction data and contact persons for the SAP business partner directly in Outlook
  2. Create, change, and display SAP transactions from Outlook
  3. Easy mail storage in SAP
  4. Central storage, transparent communication
  5. Fewer search times
  6. 100 user-oriented solution
  7. Easy installation and configuration via Quick Start Guide

Why emails from Outlook
centrally stored in SAP?

Users receive numerous e-mails in their inboxes every day. Some of these relate to operations in SAP. These are often messages with important information about an SAP business transaction. When customers and suppliers ask questions, employees search for these mails in both SAP and Microsoft Outlook. This is expensive and takes time and nerves. That’s why we added the SAP Outlook Connector to the MailCenter. This allows you to move important messages from the Inbox to the SAP ERP system. In any case, transparency significantly relieves the employees. In addition, fast access to information and service quality are important success factors today.

Find out now for which scenarios you can use our solution.

Basically, the problem exists in all departments. Sales employees receive additional information about offers. Purchasing employees receive feedback on inquiries. Suppliers confirm orders. Colleagues in the service receive inquiries about existing service messages. Without a central storage of e-mails in SAP, the processes are incomplete for the users. As a rule, there is no access to the inbox of your colleague. As a result, processes are difficult to understand and non-transparent. As a result, employees need more time to find information.

In any case, the program is easy and quick to implement. They didn’t need any more hardware or software. Simply store the mails in SAP. Turn your SAP ERP into a digital post office.


Benefits for your business


Important data visible in Outlook and at the SAP process

  1. Easier external and internal communication
  2. Improved visibility, fast access, fewer searches
  3. More efficient work, higher service quality

Security

  1. Improved quality of operation processing
  2. No media breaks, minimizing errors

Easy to use

  1. Simple, user-friendly handling
  2. User satisfaction

Easy implementation

  1. Short introduction time, modification-free and releaseable
  2. No additional hardware or software required

Features – SAP Outlook Connector


  1. Automatic search of the SAP object for the Outlook mail in the inbox
  2. Automatic business partner determination
  3. Create, change, and display SAP transactions directly from e-mail
  4. Search for SAP operations in Outlook
  5. Function to categorize messages before archiving
  6. Direct storage of mails from Microsoft Outlook Inbox to all SAP objects
  7. Message creation in SAP directly from mail is also possible
  8. Archiving incoming e-mail via the ArchiveLink interface
  9. Inclusion of the mails in the attachment list of the SAP object
  10. E-mails about the services to the object can be viewed by users in SAP
  11. The built-in Outlook Viewer displays the email in SAP as in the original
  12. Submitted tasks receive a new status in Outlook
  13. Definition of different user groups with specific settings possible

What scenarios does the add-on support?

SAP “Deposit Document” scenario

In many cases, you will lose valuable time in the event of inquiries from customers and suppliers. During the phone call, the search for the associated e-mails for the operation takes place. Sometimes the incoming messages are dormant in a colleague’s mailbox. As a result, these documents cannot be accessed.

But how can incoming documents be connected to the business objects in SAP? Some users realize the assignment of the e-mails to operations manually via SAP upload. However, this is cumbersome, time-consuming and error-prone. In short, this integration is easier. This is because you place e-mails from the inbox directly in the SAP system. This creates a link to the associated business objects, such as sales order or purchase order. As a result, users will find these emails directly on the SAP object. This makes operations more transparent. Search times are reduced. This makes the work easier, faster and better.

SAP Scenario “Create, Change, and Display Business Object”

Why do employees in the service manually create messages in SAP from inbox operations? Without an add-on, the process often looks like this – after receiving the message in the inbox, you enter a message in the ERP. Then save the mail to your desktop. In a further step, you link the incoming mail to the created message. This process is cumbersome. As a result, it costs the employee time and is prone to errors.

With this SAP Outlook integration, on the other hand, you create or change SAP objects directly from the inbox. In addition, you link the Outlook mails to the created SAP object. All this works at the touch of a button in one step. This make the process simple and safe. Finally, you always have the complete documentation of mail traffic in the GOS attachment of the message. Consequently, the linking of Business Object and incoming mails ensures transparency for the user.

Regardless of which of the two scenarios is of interest to you. With this management solution, you can connect Outlook to your SAP ERP system.


Do you have any questions? Talk to one of our experts about SAP Outlook integration for free now. Give us a call!

You can easily reach us by phone at +49 (0) 89 2154 689 80 or via our contact form. We are always at your disposal (from Mon – Fri from 9 a.m. to 4 p.m.).


What does the MailCenter include?
SAP Outlook integration?

The software is available for Microsoft Office Outlook 2010 (32 bit), 2013 (32 bit), 2016 (32 bit + 64 bit) and 2019 (32 bit + 64 bit). The application is available in German and English. In addition to the provision of the programs, we take over the initial setup. The configuration is based on a standardized project roadmap. For this purpose, we determine your requirements at the start of the project with the help of a predefined list of questions. We then adapt the product to your needs. This standardized approach speeds up implementation and conserve your resources. The transports are then imported and the test system and client are configured. Finally, you will receive the briefing.

You will also receive documentation of the technical settings and one regarding the application. Finally, selected key users check the correct setup of the SAP Outlook application. At this stage, our consultants will provide you with advice and assistance. During the production start and operation phase, you will receive support from our support.

In addition, our service support ensures the smooth operation of the SAP expansion in your company. In addition, we provide you with regularly updated program versions via our customer portal. For this purpose, you as a customer will have access to the Download area MailCenter. There you will find all documents and documents as well as updates to the program.

Does this sound interesting to you? We would be happy to make you an offer!

SAP Outlook Integration MailCenter Add-on

Services

  • Setup & Instruction SAP ERP Outlook Integration
  • Installation of SAP component via the Transport Management System
  • Technical implementation web service reception in ERP
  • Instruction on installing and configuring the Microsoft add-on at workstations
  • Teach the configuration and features in Microsoft Outlook
  • Accompaniment Test & Production Documentation
  • Not included: Installing the SAP Outlook add-in at all workstations
  • Service & Support Hotline, Helpdesk and Portal

System requirement

Product versions from:

  • EHP2 FOR SAP ERP 6.0
  • SAP ERP 6.0
  • SAP NETWEAVER 7.4
  • Microsoft.NET Framework version 4 or later

Software component versions from:

  • MESERP | MailCenter | Release 22-08 (08/2022)

Also for SAP S/4HANA – from SAP S/4HANA ON-PREMISE 1511

Technical Data

  • Component SAP server with ABAP and ABAP Objects
  • Mircosoft .NET-based client with web service technology
  • SAP Web Service Infrastructure
  • Suitable for single sign-on scenarios
  • For SAP ERP and S/4 (not suitable for CRM and cloud solutions)
  • No settings required for receiving emails in SCOT

With the SAP add-on, many companies experience a significant simplification of their processes. This improves and accelerates your business. Convince yourself of the advantages of this SAP Outlook integration during a live product demo. Please contact us today.

Many SAP customers trust our solution. Take a look at our references.

Would you like to learn more about our products like MailCenter, HotM Monitoring and HotM IDocMonitor? Talk to us. We look forward to seeing you.