Does anyone know of a solution that allows a business user to generate a statement and have it emailed to a different email address that is not the configured email address on the customer record and also have the FROM field be from a different subsidiary email?
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Praise Heritage Abayomi
07/09/2026, 7:21 PM
Yes, this is possible, but it typically requires some customization since NetSuite uses the customer record and subsidiary defaults. A SuiteScript or a customized statement-sending workflow can send the statement to an alternate email address and use the appropriate subsidiary sender. If you can share your current setup, I'd be happy to point you toward the best approach.
@Eric B
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Eric B
07/09/2026, 7:34 PM
Thanks for the feedback. I was going in the direction of customization but wanted to find out if there was a more "native" way to come up with a solution.
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Geo
07/09/2026, 7:36 PM
We built a something for our internal use as well. Have a few things prior but end up with a suitelet/mr combo to generate and send out the statements.
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NickSuite
07/10/2026, 3:04 PM
You probably don't need MR. A button on the customer can do it and send it in real-time.
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MGBC
07/10/2026, 5:53 PM
Make a workflow based on the customer record
In the send email action click the include statement box
Choose the sender and recipient and setup your template
MGBC
07/10/2026, 5:53 PM
Run the workflow n a schedule or via a transition executing on a button