SAP Outlook Integration Add-On

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 ERP
  • 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

View the master, operation, and contact data for the SAP business partner in Outlook. Based on e-mail information, the associated business partner from SAP is automatically determined. You will receive an overview of the latest transactions for the business partner as well as information about the contact person. All information is immediately available to you directly in Outlook. If necessary, you jump directly from Outlook to the SAP process.

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

Store e-mails from Outlook directly to SAP objects. E-mails and attachments to SAP documents are stored, for example, for quotations, orders, and purchase orders. This creates seamless, transparent communication. This gives you a clear history of any SAP Business Object.

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

Improve your internal communication. Breaks in internal communication hinder companies. Processes come to a standstill, are non-transparent and time-consuming because employees do not have the information they need. 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


Storing e-mail in SAP
In the best case, the associated SAP business partner and the SAP process 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

Loss of performance of SAP users due to constant switching between programs

A study by McKinsey shows that employees spend 28% of their working time working on emails. They also spend 20% of their time searching for information.

Many SAP users have to work with SAP and Outlook at the same time. They spend a large part of their working time jumping back and forth between the two applications. This comes at the expense of productivity.

With the integration of Microsoft Outlook, employees have new possibilities. You can create new SAP processes and edit existing processes directly from your inbox. Important e-mails can be linked to the appropriate SAP object with just one click.

The integration can automatically synchronize incoming e-mails with the corresponding SAP business partner. In doing so, it displays the relevant data directly in Outlook.

By storing e-mails and documents in SAP, not only the individual processor benefits. The entire team has access to the history of communication at any time.

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.

Add-in for Microsoft Outlook

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 MS 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 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.

Highlights of the software


  1. Display master data, 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

“File Document” scenario

Why store Outlook processes centrally in ERP?

Employees receive e-mails on a daily basis, which often contain important information about SAP business transactions. Searching for these processes in SAP and Outlook is time-consuming. We have improved the MailCenter by adding the SAP Outlook Connector. This allows us to move messages from the inbox to the SAP ERP system. This increases transparency, relieves the burden on employees and improves access to information.

Storage in SAP for more transparency and faster communication

Basically, the problem exists in all departments. For example, sales employees receive additional information about offers. Or the users in purchasing 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 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, no access to these documents is possible.

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.

Scenario “Create, Change, and Display Business Object”

Why are employees in the service cumbersome to create messages in SAP from inbox operations? Without an add-on, a message is recorded in the ERP after the message is received in the inbox. 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 add-in, on the other hand, you can create or change SAP objects directly from the inbox. In addition, you link the Outlook mails to the SAP object that has been created. 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 the e-mail traffic in the attachment list of the notification. Consequently, the linking of Business Object and incoming mails ensures transparency for the user.

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


Benefits of integrating Outlook and SAP 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

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

Features – SAP Outlook Connector


  1. Automatic search of the SAP object for the e-mail in the inbox
  2. Automatic business partner determination
  3. Display master data, transaction data, and contact persons (contacts) for the SAP business partner directly in Outlook
  4. Create, change, and display SAP transactions directly from e-mail
  5. Search for SAP operations in Outlook
  6. Function to categorize messages before archiving
  7. Direct and easy filing from Microsoft Outlook inbox to all SAP Business objects
  8. Message creation in SAP directly from mail is also possible
  9. Archiving incoming e-mail via the ArchiveLink interface
  10. Inclusion of the mails in the attachment list of the SAP object
  11. E-mails about the services to the object can be viewed by users in SAP
  12. The integrated viewer displays the e-mail in SAP as it did in the original
  13. Submitted tasks receive a new status in Outlook
  14. Definition of different user groups
  15. 100 user-oriented solution
  16. Easy installation and configuration via Quick Start Guide

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 several versions of Microsoft Office Outlook. These include Office Outlook 2013 (32-bit), 2016 (32-bit + 64-bit), 2019 (32-bit + 64-bit), 2021 (32-bit + 64-bit), and MS Office 365. The application is also available in German and English. In addition to the provision of the programs, we take over the initial setup.

Quick set-up due to standardized procedure

The SAP configuration is based on the 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. The transports are then imported and the test system and client are configured. In doing so, we adapt the product exactly to your needs. Finally, you will receive the briefing. This standardized approach speeds up implementation and conserve your resources.

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 the installation and configuration of Microsoft e-mail integration at the workstations
  • Introduction to the configuration and functions in Microsoft Outlook Integration
  • Accompaniment Test & Production Documentation
  • Not included: Installing the SAP Outlook add-in at all workstations
  • Service & Support Hotline, Helpdesk and Portal

System requirements Integration Outlook

Product versions from:

  • EHP2 FOR SAP ERP 6.0
  • SAP ERP 6.0
  • SAP NETWEAVER 7.4

For Microsoft Add-On:

  • Microsoft.NET Framework version 4 or later
  • Microsoft Outlook

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
  • Client based on Microsoft .NET 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 input in the SCOT

With the SAP add-on for MS Outlook, 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 add-ons such as MailCenter, Monitoring and IDocMonitor? Talk to us. We look forward to seeing you.