ATE - Automatically Sending based on Criteria

In some situations, you might want to automatically send transactions based on a specific action or field —for example, when a Purchase Order is approved or an Item Fulfilment is marked as Shipped. This can be easily achieved by someone with experience in creating a NetSuite workflows.

Process

Using a NetSuite workflow, you can easily change the ATE Email Status field based on specific criteria.

In this example, we will send the Purchase order when the Approval Status field changes from Pending Approval to Approved.

  1. In the ATE Transaction Preference, set the default setting to Do Not Send for Purchase Order transactions.

  2. Create a Workflow like below:

    ATE Workflow example.png

  3. Add a Set Field Value action on the workflow state, which will set the value of the ATE Email Status field to To Send

    Screenshot 2025-10-30 at 15.35.52.png

Note that the workflows can be configured to your needs; there are often multiple ways you can get the result you are after.

We also recommend putting them in Testing mode until you are sure they are working correctly.

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