Preferred Transaction Delivery on Customer and Vendor Records

Because each customer and vendor can have an individual preference for how to receive transactions, you can set a preferred transaction delivery method on their records as the default way to deliver transactions to them.

NetSuite automatically generates transaction email whenever the following records are saved:

Blanket Purchase Order

Cash Refund

Cash Sale

Credit Memo

Estimate

Invoice

Opportunity

Purchase Contract

Purchase Order

Request For Quote

Requisition

Return Authorization

Revenue Commitment

Revenue Commitment Reversal

Revenue Contract

Sales Order

Transfer Order

Vendor Request For Quote

Work Order

On each customer and vendor record, define the entity’s preferred way to receive transactions: by regular mail (printing), by email, by fax, or by a combination of the three. Then, the preferred delivery method is marked by default in the following situations:

on transactions when you select that customer or vendor
on transactions created from that customer or vendor record
on transactions that are copied or converted from a transaction that uses these settings

For example:
- If you click Make Copy on an invoice, then the delivery preferences default from the customer record on the new copy of the invoice.
- If you click Bill on a sales order, then the delivery preferences default from the customer record on the bill that is created.

To define the preferred transaction delivery method on entity records:

Open the entity record.
- For Customers: Go to Lists > Relationships > Customers > New. Click Edit next to the customer whose record you want to update.
- For Vendors: Go to Lists > Relationships > Vendors > New. Click Edit next to the vendor whose record you want to update.
Click the Preferences subtab.
Next to Send Transactions Via, check the appropriate boxes:
- Email – Check this box to check the To Be Emailed box by default on transactions when this entity is selected.
- Print – Check this box to check the To Be Printed box by default on transactions when this entity is selected.
- Fax – Check this box to check the To Be Faxed box by default on transactions when this entity is selected.
Click Save.

After you save these settings on their record, these boxes are checked by default.

Note:

These settings override any customized settings on transaction forms you use.

For more information about printing and emailing transactions, see Printing Checks and Other Transactions and Emailing Transactions.

You can also set values these fields using the Mass Update function. For information, see Mass Updates.

To define the preferred transaction delivery method on entity records:

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