RE: Weekly reminders using Saved Search

Hi all,
I’m a newbie on Netsuite! I’m trying to create weekly reminders to send emails to employees to approve any outstanding purchase orders using a Transaction Saved Search.
For the Criteria I chose (Status = is PO: Pending Receipt) and I am using the Email subtab to schedule a day and time. Also, I made the saved search public but it still doesn’t work. For the recipient I added the Next Approver.
Any tip on what I might be doing wrong or if i should do something else other than a Saved Search?
Thanks, in advance!
LeoP Rookie Asked on April 27, 2022 in How To's.
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2 Answers

Does anything come up on the results page with that Criteria? I’d think you’d want to choose the status – PO Pending Approval as the criteria.

 

Rookie Answered on April 27, 2022.

Yes, I do get results back but the emails are not being set.

on May 4, 2022.
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