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!
Rookie Asked on April 27, 2022 in How To's.
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2 Answer(s)

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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RE: Weekly reminders using Saved Search

RE: Weekly reminders using Saved Search

RE: Weekly reminders using Saved Search

RE: Weekly reminders using Saved Search

Beginner Answered on April 28, 2022.

We used a custom field for purchase approval status as they wanted more than one approval stage but the standard field would work just as well in the criteria section

on April 28, 2022.

Thank you so much for responding to it so quickly.

on May 4, 2022.
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