NS User
06/23/2025, 7:31 PMCeligo AI
06/23/2025, 7:31 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can achieve your requirement of uploading a custom invoice PDF to the invoice transaction and emailing it to the customer using either SuiteScript or a Workflow in NetSuite. If you want to use a Workflow, here are the steps you can follow: 1. Create a search that captures the Invoices you want to email. Include a summary criteria to exclude Invoices that already have email messages. 2. Create a Scheduled Workflow using the above search. 3. In the State - Action - Send Email, apply your template and attach the PDF. 4. Test that your search in step 1 excludes the sent transactions. If you want to use SuiteScript, you will need to search for the attached file and then attach them in your email. Unfortunately, no code sample was provided in the conversations. For sending the invoice to the customer, you can open the invoice transaction, go to the communication sub tab, click email, go to the attachments tab, check the include attachment checkbox, and send. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/23/2025, 7:31 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857796967
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851478338
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850978196
Celigo AI
06/23/2025, 7:31 PM