This site was built to compliment the existing NetSuite Professionals Slack Community by adding a means for members to easily find answers to common questions and to create a searchable database of those questions and answers.

NetSuite Professionals

transforming a sales order to invoice with a workflow. I am not using the "send email action", i am setting the field "to be emailed" in the transform action. netsuite is using the "return email" from company information as the sender, but I need that to be another email. how can I get around this?

I have tried to use the "return email" on the subsidiary record, but that doesn't work, still using the one from company information.. Can't figure out how to use the send email action without it hitting the sales order, since I do a transform..

Do I need another workflow on the invoice record type that sends the email?

Yes I would recommend you use 1 workflow to transform from so to invoice
Then make a second workflow to email the invoice

I usually create a checkbox called “email sent”. Then your second workflow would send the email and check this check box so it doesn’t get sent multiple times

(If you use this checkbox in the criteria of your saved search your workflow is based on)

Yes, I was thinking about a similar solution. Thank you!