Articles tagged #SEND
Articles tagged
#SEND
Submit a Case to NetSuite Support
OVERVIEWCustomers may submit a case directly to NetSuite Support for the following reasons below.
Scheduled Saved Search of Inactive Employee Not Sending Email
A scheduled saved search is not sending emails.
Netsuite Electronic Payments: EFT Email Payment Notification Stuck in Processing Notifications Status
Bill payments were already processed and user needs to send the Email Payment Notifications to Vendors. However, these Email Payment Notifications are stuck inProcessing Notificationsstatus.
Generating Statements
You send statements to remind customers to pay their invoices. Most companies send statements one time a month.
Send Transactions Email to Customers Only With Invoices
Transaction email can be sent to customers through Invoice records only.
Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow
Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.
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