NetSuite ERP for Administrators

Workflow

Now we will setup the Workflow and incorporate the Saved Search:

1. Go to Customization | Workflow | Workflows | New
2. Name the workflow Send Invoice to AP email address
3. Provide an ID: _sendapemail
4. Set RECORD TYPE as Transaction
5. Set RECORD SUBTYPE as Invoice
6. Click Execute as Admin
7. Set Release Status as Testing
8. Click Enable Logging
9. Go to Event Definition and select On Create
10. Select State 1 and click New Action
11. Choose Send Email
12. Go to the Saved Search Condition field and select the Customer Has AP email search
13. Go to the Send section and choose From Field: Current Record: Employee
14. Go to the Recipient section
15. Choose Customer from the Record Join Field
16. Select the AP email address from the Field below it
17. Go to the Content section and select ...