Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.

Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Update your Profile with your Support type to get your Support Type badge.

Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.

Don't miss out on our Question of the Week! You only have until tomorrow, June 5, 2025, 2PM ET to comment your answers and earn rewards! Click here for more details.

Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!

SuiteWorld 2025 registration is officially OPEN

SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!

Starting June 1st, 2025, you may notice that our regular e-Fix releases are being referred to as ‘Minor Releases’. It’s still the same release schedule, with a different name. (Link can be found here)

Other Relationship - Pulling in Sales Rep to Billing/Bill Payment

Jun 27, 2024 3:33PM in Ask A Guru 10 comments

My team has requested to have sales rep notified when a bill payment goes out in specific scenarios.

I set up the workflow to shoot out the email no problem, but the thing I am struggling with is getting the sales rep email. It is struggling to traverse from bill payment > vendor relationship, use the other relationships functionality > customer record > sales rep > sales rep email.

Has anyone else been able to traverse from the vendor record to the customer record via the other relationships?

Workflow parameters attached. These current settings produce an error stating "One

or more recipient emails are not valid." because it cannot traverse that many records. If I switch it to go to a specific individual then I do not have this issue. It does not appear that I can bring the other relationships or sales rep fields into the bill/bill payment.