Overview

Bundle Purpose

The purpose of this bundle is to provide an easy way to automatically send different transactions to specific and additional email addresses. You can set the field on the customer or supplier record to use, and you can also include contacts who will receive copies of the transactions. You can set different email templates per transaction and optionally add terms and conditions or marketing materials as email attachments. This suiteapp supports all versions of NetSuite.

Guidelines for Use

When this SuiteBundle is deployed, all the relevant scripts are released and available to all users. This can be modified as desired by going to Customisation > Scripts >Scripts.

The main setup menu is un Set-up > Transaction E-mails > Preferences.

Release Notes

New Features in Version 3.4.1

Support for scheduled automated email sending
Support for transaction-based file attachments
Support for contact inclusion from the contacts tab
Support for Packed status sending for Item Fulfilments
Better support for Advanced projects
Option to include open invoices with Customer Statements
Removal of bulk job script status record

Bug fixes

Resolved issue with advanced project settings
Resolved issue for sandbox installs for testing
Better logging for statement email tracking

New Features in Version 3.0.0

Change the Email Status so that the subrecord no longer displays on the communications tab.
Added support for Customer Returns
Update user event and workflow scripts to SuiteScript 2.0
Added the License screen to the setup menu
Fixed a bug for statements and the BCC inclusion

New Features in Version 2.1.0

Support for Advanced Projects
Changing of Email Status to Sublist

New Features in Version 2017.1.1.0

Support for the BCC field on each transaction preference when sending emails
Support for tracking of Bounced emails using NetSuite's new email sending report feature.
Bug fix for Item Fulfilment Packing slip
Performance improvements.

The current version 1.7.11 contains minor bug fixes.

New Features in Version 1.7.9

Asynchronous workflows are now used to improve performance on the front end.
Inclusion of Statements as an option.
Improved performance of the Bulk Sending process for Statements and Transactions.
Changing the wording on Email Preferences.
Support for Legacy email templates is to end.

Asynchronous Workflows

To improve performance on the UI, we have taken advantage of NetSuite's Workflow module to manage the sending of emails. This means that the email is sent to a queue to be sent. This means that the Email Status field is not immediately changed to Sent. This process takes a short time to update.

Statements

You can now send Statements, using the same process, so that you can use a customised email template, and copy in additional contacts.

Wording Change

The SENT FROM EMAIL PREFERENCE has been changed to the following options:

Send from an Employee Email - uses the email from field.
Send from the Current User - sends from the current user.

Note that the e-mail from field is now mandatory. When the Email preference is set to Send from the Current User, and the email is sent from a non-employee centre, the email will be sent from this address.

Automated Transaction Email