Vendor Bill Payment Email Workflow
I’m trying to create a workflow to auto send my bill payment transaction PDF to the vendor, I can get the email to generate, but even though I have Include Transaction checked and PDF chosen, it’s not generating and attaching the PDF, anyone know what I’m doing wrong?
Just going to throw out a few ideas here…
- Are you using an email template in your workflow? I recommend using an email template.
- Are you 100% positive the correct transaction record is being sent? Is it possibly sending the Vendor Bill record and not the Payment record?
- Check the account specific “Set Preferences” tab, what is your default Transaction Email format?
- Do you have a default print pdf template selected? Can you print the record in the format you want? If you don’t have a template selected it can’t print or email the PDF.
Hope this helps!
I am using an email template. I am positive that the record is correct because I see the email template communication in the vendor profile after I complete the bill payment. I have default of PDF selected. If I manually email the vendor from the bill payment screen, it will generate the PDF of the bill payment transaction. It’s just not generating when I have it go through the workflow.
NetSuite’s Tipalti integration handles all of the invoice and payment email approval workflows and payment status email notifications to suppliers automatically. If you continue to have issues with your workflow setup, you may want to check that out.