How to use SO36 - Create Automatic Forwarding

SAP Transaction Code - Details

• Transaction Code: SO36

  Description: Create Automatic Forwarding

  Release: S/4HANA and ECC 6

  Menu Path:

  • Tools > Business Communication > Office > Office settings for user > Automatic forwarding

• • Program: RSSOADM0

    Screen: 1000

    Authorization Object: S_OC_ROLE

  • Development Package: SO

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: SO36 - Create Automatic Forwarding

   Rule
  
  Overview:
  The SAP transaction code SO36 is used to create an automatic forwarding rule in the SAP system. This rule allows users to automatically forward documents, such as purchase orders, to a designated recipient. This helps streamline the process of document management and ensures that documents are sent to the right person in a timely manner. 
  
  Functionality: 
  The SO36 transaction code allows users to create an automatic forwarding rule in the SAP system. This rule can be used to forward documents, such as purchase orders, to a designated recipient. The rule can be set up to forward documents based on certain criteria, such as the document type or the company code. The rule can also be set up to forward documents at specific times or when certain conditions are met. 
  
  Step-by-step How to Use: 
  To use the SO36 transaction code, follow these steps 
  1. Log into the SAP system and enter transaction code SO36. 
  2. Enter the name of the forwarding rule and select the document type that you want to forward. 
  3. Select the company code for which you want to create the forwarding rule. 
  4. Enter the recipient’s email address and select any additional criteria for forwarding documents (e.g., time of day). 
  5. Save your changes and activate the forwarding rule. 
  
  Other Recommendations: 
  When creating an automatic forwarding rule with transaction code SO36, it is important to ensure that all of the necessary information is entered correctly. Additionally, it is important to make sure that all of the criteria for forwarding documents are set up correctly so that documents are sent to the right person at the right time.