Is there a way to send customer statements to primary and secondary subsidiaries via workflow? It looks like it only supports the primary subsidiary. If not, is it possible via scripting without too much effort?
j
Joseph Lovelace
11/05/2025, 12:59 PM
Yes, workflows can only send statements from the customer’s primary subsidiary
To send statements for secondary subsidiaries, you’ll need SuiteScript.
l
Luis
11/06/2025, 9:08 PM
Thanks. If you don't mind, do I have to build it from scratch including the pdf template or can I use the existing one?