Hi - I am attempting to develop functionality to b...
# generalj
Joe
02/07/2024, 10:39 PMHi - I am attempting to develop functionality to bulk approve, and then bulk email invoices to customers.
There is currently a workflow set up to facilitate approving, and functionality is also set up to email the invoice to a customer, however these can't be done in bulk - it is just one at a time.
How would one go about accomplishing this? Is it something simple that can be configured, done through workflows, or require custom scripting?
m
MGBC
02/07/2024, 10:48 PMIf you turn on Approval Routing for Invoices under Setup > Accounting Preferences > Approval Routing
MGBC
02/07/2024, 10:48 PMMGBC
02/07/2024, 10:49 PMThe native features of netsuite approval routing will take effect and there is a bulk Approve Invoices screen you can use
MGBC
02/07/2024, 10:52 PMYou can also use a Mass update to trigger your workflow in bulk, just like the native approve invoices screen
MGBC
02/07/2024, 10:53 PMgo to Lists > Mass Updates > Mass Update
MGBC
02/07/2024, 10:53 PMExpand the workflows section and select the option to initiate your send email workflow.
MGBC
02/07/2024, 10:53 PMMGBC
02/07/2024, 10:54 PMThen you can define the criteria of what invoices to choose from in the list, just like a saved search. You can save it as a saved mass update so people can return to it and just check/uncheck the boxes next to each record they want to send an email to, then hit submit and it will bulk send all the emails
j
Joe
02/07/2024, 10:56 PMAmazing - thank you so much for the guidance 🙂
Taking a look at these options - very much appreciated!
s
Sam-I-Am
02/08/2024, 1:50 AMLook at this blog post from @MGBC - can be modified to do the same.
https://www.mavencloud.tech/blogs/post/manage-subscriptions-and-recurring-invoices-using-suiteflow
m
MGBC
02/08/2024, 5:56 AMHaha thanks @Sam-I-Am I was looking for that one🤦 Great blog!!😜
s
Sam-I-Am
02/08/2024, 5:57 AMJust gave you a Boost dude
j
Joe
02/08/2024, 2:25 PMThank you both, really appreciate the help
m
MGBC
02/08/2024, 2:54 PMYour the man @Sam-I-Am
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