PROPOSAL
Requirement
schedule existing NetSuite saved searches for monthly emails to be sent on the first ‘Business’ day of each month, considering weekends and holidays. Automate this process to ensure it happens without manual intervention every month.
Objectives
Establish a holiday calendar within NetSuite and utilizing the designated holidays along with weekends (Sunday and Saturday), set up automated processes to conduct schedule searches and send emails on the first business day of each month.
Approach and Methodology
1. We can employ NetSuite’s Work Calendar functionality to recognize holidays. Each year, it’s essential to update the holidays in this calendar, excluding weekends.
2. A scheduled script (Map Reduce Script) will be generated to consolidate all required searches for email dispatch. It will also verify the first business day, accounting for holidays, Saturdays, and Sundays.
3. Upon sending the email, we will record this action in a custom record. Subsequently, no further emails will be dispatched in that particular month.
4. If an error occurs during the email sending process, the details of those records will be emailed to the administrator.