Jira code: BRL-87

This proposal covers the implementation of sending the auto email to the customers of the B ROBINSON PROJECT. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partners Of Oracle NetSuite.

Proposal summary

B Robinson would like to add an email alert for the invoices which is pending payment. They want to send the email alerts for past due invoices and exclude some of the customers which will be specified by B ROBINSON. This document covers the solution for the above-mentioned pain points by making use of saved searches and scripts.

Requirement 

Invoices:- B ROBINSON PROJECT wants to send an automatic email for every invoice 7 days before the due date. It should include the invoice number and the amount of the invoice. It will be a reminder about the invoice that will be due after 7 days. The time to send an e-mail is 4 AM eastern time. The e-mail should be sent on the basis of each invoice that is created.

Overdue invoices:- For the past due invoices oF B ROBINSON PROJECTS sent the reminder e-mail after 14 days of the due date.

Exclusion of mail alert:- Put a checkbox for each invoice and customer, if that check box is checked don’t send past due e-mail for that particular invoice or customer

Our Solution

We can make use of NetSuite saved searches for email alerts of invoices which is to be due and past due.

1. Email alert for invoice

 For this requirement use saved search to create the email alert for the invoices which are going to be due after the 7 days. The time to send the email is 4 am in the eastern time on that particular date

Assumptions

• The from address will be the ID created by B ROBINSON 
• The address will be provided under the AP e-mail address field on the customer record.
• The email will be sent to the customers which have an email address.
• The time to send the email will be predetermined that is 4 am on that particular date.

2.  Email alert for overdue invoices

For this requirement use a saved search to create the auto email alert for the overdue invoices. The invoices which are not paid after 14 days of the due date send the email alert to the customer about the default of payment.

Some of the customers and the invoices are to be excluded from this auto alert. For that create a check box on the customer page as a custom field and the invoice page as “excluded for overdue email alerts”. For this create a custom field in the customer page and invoice page to identify which records are to be excluded from the email alerts.

Assumptions

• The from address will be the ID created for B ROBINSON PROJECT
• The address will be provided under the AP e-mail address field on the customer record.
• The email will be sent to the customers which have an email address.
• The customers that have checked as excluded will not receive any past due notification.
• The reminder time will be the same as the invoice