Anyone familiar with generating Customer Statements in Bulk? I’m trying to generate a statement for a customer in a subsidiary but the statement is being sent with the the subject of ‘Parent Company’ Statement xyz…
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Luis
01/19/2024, 7:42 AM
That's a system limitation. I filed a support ticket regarding this a month ago
Luis
01/19/2024, 7:43 AM
Workaround is to create a workflow/script to build your own bulk customer statement page
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Antonio Cardona
01/19/2024, 2:06 PM
Thanks. I was trying to avoid going down the SuiteScript path...
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MGBC
01/19/2024, 11:39 PM
You can make a scheduled workflow that sends these out and customize the template within the workflow. You can also trigger this using a mass update so you can choose what statements to send and when
MGBC
01/19/2024, 11:40 PM
You can customize the subject and body of the email as well as include the statement as a pdf
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Annabel
01/22/2024, 9:46 AM
Enhancement 140758 so frustrating -_- & it's at least 4 years old. We use a WF to customise the email text 🙂