NSC | Send a single Email Notification for multiple Vendor Bills in SuiteApprovals

Elychelle Gulen-Oracle

Scenario: Instead of multiple Emails being sent for pending approval of Vendor Bills, User would like to send a single email notification to the Approver with the Vendor Bill list in SuiteApprovals.

Currently, the standard behavior of SuiteApprovals is that it will send out Email Notification for each Vendor Bills to the Next Approver once a user creates and submits their Vendor Bills for approval.

As a workaround, we may create a Transaction Saved Search to pull up a list of all Vendor Bills Pending Approval and set the Schedule according to our preference.

Here is a sample Saved Search template we may use as a guide:

1. Navigate to Lists > Search > Saved Searches > New
   
2. Select Transaction
   
3. Enter Search Title
   
4. Under Criteria tab
   > Standard subtab, add the following filters:
   
   
   - Type = any of
   Bill
   - Status
   = any of
   Bill:Pending Approval
   
5. Under the Results tab
   > Columns subtab, add the following fields:
   - Date
   
   - Transaction Number
   - Name
   - Amount
6. Under the Email tab, mark the Send Email Alerts When Records are Created/Updated
   
7. Click the Specific Recipients subtab
   
   and add desired Recipients
8. Click Save & Run

I hope this helps! Let us know your insights by commenting below! 😊