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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Is there an option to change the default naming of Transaction PDF Email Attachments?
When you generate an email from a transaction and tick the box to include the transaction as a PDF, NetSuite typically creates the file with the name of:
[transactiontype]_[internalid]
Is there any way to configure this differently?
Not only is the internal ID a totally irrelevant number (as far as the customer is concerned), but it also doesn't take into account any transaction type changes made in the main NetSuite UI - for example we have Estimates renamed to 'Quotes'. Not only is Quote the more normal term used in the UK, an Estimate has a totally different meaning (i.e. an 'Estimate' is not confirmed / guaranteed / accurate, the prices may change, whereas a 'Quote' is a confirmation and 'promise' of the price to be paid).
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