I am trying to set up that when an item receipt from a p.o. is done to send an email to two managers, The data they would need is the item name /sku trnadate . so far to access the line items I have to iterate through them and i was wondering if the render module is the path I should use to build out the body of the email or is there a better option ??

its the path you would use if you want to use an email template

i need the email to send in a after submit script

if you dont recognize how to use any of those terms i mentioned, it may be faster to generate your email body via code

i do want to learn the freemaker templates but i have never used it so we shall see which route i chosse

@Sim Greenbaum what format they are looking for ? I would do CSV file and send email.

csv is good , I think the want in the body of the email

how often ?

Basically every time the warehouse manager receives the items against a p.o.

This is honestly terrible process in my opinion, emailing every time is received just creates a ton of emails for no reason. Train them to use Netsuite and just put an alert dashboard or something where they can see all the item receipts received within some window

you mean a reminder on dashboard based on save search , is there a way to only show results that are today or one day old ?

You can create a search and put a dynamic/relative criteria in there, like date on or after yesterday, as an example.

@Sandii great idea !!I guess as a programmer my first thought is code it

Yeah it would certainly be more fun, but less email the better imo

I agree i just had a meeting they want an email on every submit with link to the saved search which record type is saved search for related record s