NetSuite ERP for Administrators

Use case

Accounting wants to create a specific email address for the AP department on each customer record. We are then required to send any invoices to the AP email address if an email address is entered on the customer record.

There are three parts to this use case:

• Create the AP email custom field.
• Create a saved search to limit the workflow to execute only on transactions for those customers who have an AP address on their customer record.
• Create a workflow to email the transaction to that email address.