Articles tagged #EMAIL
Articles tagged
Creating Scriptable Templates
You can create scriptable templates with a text/HTML editor outside of NetSuite, or you can use the Text Editor field on the Template subtab of the template record itself. If you create a scriptable template outside of NetSuite, save it as a plain text (.txt) or an HTML (.html or .htm) file.
Permission Violation When Forwarding a Message From a Customer Record
Since User A does not have the necessary Permission for the Transaction where the Email originated from, he is not able to forward messages that originated from Transactions. However, user can send or forward Emails that originated from Customer records.
Display the Date of Bills for Vendor Payment Emails
Note:Changes are already made to the Apply tab. Click Cancel to avoid making changes to the actual Bill Payment record.
Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Scenario
User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.
Solution
The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:
1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
8. Click Save & Run
1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
- Type : is Journal
- System Notes : Type : is Change
- System Notes : New Value : starts with Approved for Posting
- Send Email Alerts when Records are Created/Updated: Enter Checkmark
- Recipient From Results:
- Send on Update: Enter Checkmark
- Recipient Field: Enter Created By
8. Click Save & Run
Approve Purchase Order > Email sent to the Vendor
Scenario
- Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
- Vendor record > Preferences >Send Transactions > Via Email = F
- Purchase Order > Communication >To be Emailed = F
- When Purchase Order was approved, it sent a copy to the Vendor
Solution
On the Purchase Order in theMessagetab there is theTo Be E-mailedcheckbox. If this is checked when the transaction is saved a copy of the Purchase Order will be sent to the vendor as long as the Order isApproved. The checkbox will automaticallyuncheckitself once the email is sent.
Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"
Scenario
User has a business process that if the request is less than amount, the request will not require an approver. As part of a business process workflow, the user is not setting the Next Approver field for this scenario.On the Workflow, the sender of the email must be the Next Approver. If the next approver is blank, an error will be encountered.However, if we set a condition on the Send Email action using Next Approver is not Empty, the workflow will always treat this condition as true since the Next Approver has a space for its default value.
Solution
- Navigate toCustomization>Workflow>Workflows
- ClickEditbeside the Workflow to modify
- Locate theStatecontaining the Send Email Action
- Double-clicktheState
- ClickSend Email Action
- Condition:
- ClickOpenbeside the Condition field
- Workflow Condition:
- Field: SelectNext Approver
- Compare Type: Selectnot empty
- ClickSave
- ClickSave
- ClickDone
Read More Articles