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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!
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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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