Send other transaction pdf's with invoice document

Question

Hello all,

We have been asked if it is possible when needed  to send other transaction pdf's with an invoice which is then emailed via NS.

The transactions to be include would be those that are in the chain that help create the invoice.

Sales Order

Delivery note/Item fulfilment

Ideally they want to use check boxes to select the transactions to include.

Does any one know if this is possible, on a road map, or some thing that can be added with customization?

Jack Daryl Espiel-Oracle · Accepted Answer

Greetings @Ian T,

Upon checking on this, it seems that NetSuite currently does not have a feature or option to email multiple transactions at once. The following related Enhancement Request has been filed for a possibility of future implementation:

Enhancement 165483: Customer > Messages > Email > Attachment > Ability to add multiple transaction and email to the customer.

You can vote for the Enhancement Request by either submitting a case to NetSuite Customer Support or via SuiteIdeas. Refer to these SuiteAnswers Articles for the steps on voting thru SuiteIdeas:

30288: Steps to Navigate to SuiteIdeas

10054: Voting for Enhancements

A workaround available for this is to generate the PDF for each transaction individually and download them. Then, attach those files manually to a single email.

We appreciate your understanding of this limitation.

-Jack