How to lookup SAP ERP sales order, download attachments (Quote, PO) from inside of SAP CRM

Written by Michael Nye

Last published at: May 3rd, 2023

From an iBase, go down to General Data and click on First Sales Order:

Alternatively, click on Sales Transaction (not the right triangle), click on Sales Orders, then search by sales order number or PO:

 

Scroll down to Items to view Items:

To view attachments (quote, PO, etc), scroll down to Transaction History, click on the link to the Sales Order:

This will display the SAP ERP order inside CRM:

Click on the icon on the far right of the screen, then click on Attachment List:

Click on the attachment title to highlight, then click on the glasses icon to view:

In the document viewer, click on the highlighted down arrow to download the document.