Forum Stats

  • 3,679,580 Users
  • 57,523 Discussions
  • 190,817 Comments

Discussions

Check out Oracle NetSuite upcoming events and conferences here
NetSuite Maintenance - September 25
Please note that on Saturday, September 25, 2021, at 10:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 180 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Cheers to 1️⃣0️⃣ years of #SuiteWorld! 🎉 We’re celebrating by extending the Super Saver Pass AND launching the digital On Air experience TODAY! Whether you join us in-person or digitally, we can’t wait to make even more memories with you. https://lnkd.in/dGpPpmUV
Webinar | COSTING 101: Learning the Basics of Inventory Costing webinar was a success! Please take a minute to fill out this short survey. For those who missed it - Don't worry! Here's the link to the recorded session!
NetSuite Support Assistant: A quicker way to get answers to your basic NetSuite questions
The NetSuite Support Assistant is a convenient chatbot SuiteApp that provides quick responses to your basic questions directly from your NetSuite Account.
Click NetSuite Support Assistant Now Available for more details.
Release Preview 2021.2

If you would like to receive a 2021.2 Release Preview account, please opt -in to take advantage of the Release Preview access period to prepare and become familiar with the new NetSuite capabilities. For details, see Requesting a Release Preview Account.

If you receive a Release Preview account in 2021.2, you can access it several weeks before your production account is scheduled for an upgrade to the new release of NetSuite. Notifications with details about Release Preview availability are sent to the account administrators as described in Release Preview Notifications. Release Preview availability information is also posted on the New Release portlet.

Transaction emails are no longer including PDF of the Invoice by default

rburns515
rburns515 Member, forum_userscommunity_users Posts: 76 Red Ribbon
edited Sep 8, 2021 10:30PM in Ask A Guru 207.201.202.122

I have invoice notifications going out to customers that should include a copy of a PDF invoice. I can figure out why this has stopping working, meaning the pdf invoice is no longer being attached when the email is generated. Any ideas where this is broken?

As stated above, previously a PDF of the transaction would attach. I would see it auto-attach when I opened the email pop up window. But that isn't there now, and when I send an email from the transaction record, nothing attached automatically.

Best Answers

Answers

  • Micah Timbol-Oracle
    Micah Timbol-Oracle Member, forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 816 Silver Trophy

    Hello @rburns515 !

    Thanks for creating this thread! 😊 One of my fellow gurus will be checking on this one to see what we can do.

    To our members out there who would like to share their insights, feel free to comment on this thread!

    Cheers!

    Micah Timbol - Oracle Ask A Guru

  • Michelle Jabanes-Oracle
    Michelle Jabanes-Oracle forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 1,145 Gold Trophy
    edited Sep 8, 2021 10:40PM 192.188.170.87

    Hi Ray,


    Please be advised that I have modified the screenshot provided. In the future, kindly remove any confidential information before attaching it to the comment.

    The Mail Merge feature might be disabled in your Account. Navigate to Setup > Company > Enable Features > CRM tab when enabling this feature. The Include Transaction checkbox should be present.











    I hope this helps.


    Thanks,

    Michelle Jabanes | Ask a Guru

    If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies.

  • rburns515
    rburns515 Member, forum_userscommunity_users Posts: 76 Red Ribbon

    The include transaction box is still grayed out. What do I need to check to enable it?

  • Michelle Jabanes-Oracle
    Michelle Jabanes-Oracle forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 1,145 Gold Trophy

    That's interesting. Do you have a workflow associated to this? Please send me an updated screenshot of the Email Message page.


    Thanks,

    Michelle Jabanes | Ask a Guru

  • rburns515
    rburns515 Member, forum_userscommunity_users Posts: 76 Red Ribbon

    I got it to work. Thanks for your help. It was what you stated.

  • Michelle Jabanes-Oracle
    Michelle Jabanes-Oracle forum_netsuite_mod, ORACLE_EMPLOYEE Posts: 1,145 Gold Trophy

    Thank you for keeping this thread updated. I am glad it worked. 😊


    Thanks,

    Michelle Jabanes | Ask a Guru