The client would like to automate the process of sending payment advice emails to vendors and two internal resources whenever a bill payment is initiated and completed.
We have proposed the solutions as below:
Proposal Summary
This proposal outlines a comprehensive solution for automating the process of sending payment advice emails to vendors and two internal resources whenever a bill payment is initiated and completed. The proposed solution involves leveraging NetSuite’s functionalities along with customization to automate process.
Requirement
Aeries Technology would like to implement an automated system for sending payment advice emails to vendors and two internal resources whenever a bill payment is initiated and completed. This involves the development and integration of a solution that streamlines the process, enhancing efficiency and communication in vendor relations. The primary objective is to leverage technology to automate the process of payment advice emails, contributing to a more seamless and timely vendor management within the organization.
Prerequisites:
- E mail template.
- Mail id of sender.
- Mail id of two internal resources.
Deliverables
We will be implementing a customization in the NetSuite account which will trigger the sending of payment advice emails to vendors and two internal resources whenever a bill payment is initiated and completed.
For this functionality, we will create a workflow and this workflow will be trigger at the time of saving the Payment record. The email template will be created with in the workflow itself.
The workflow will be triggered after the payment record is saved.
Questions
Please provide the sender email ID and the other two email IDs required for inclusion in the CC field for the email.
Could you please provide the email content that needs to be included in the email template?
Note:
- If the email field value is not present for a vendor, email will not be sent for that vendor.
- The emails will be sent to the vendor if email id is present in the vendor record.
- No attachment files are included with in the email, the email will be a notification email to notify the vendor a payment has been initiated on him.
Assumptions
- We assume that the required email content will be provided from the client.
- We assume that the sender email id will be provided from the client.
- We assume that the other two email IDs required for inclusion in the CC field will be provided by the client.
Risks
Email will not be sent if the vendor does not have email id.
Time
12h