How to automatically email NetSuite Purchase Orders to a Supplier
For Purchase Orders created directly in ApprovalMax, the planform offers the functionality to configure an email that will be sent to the Supplier once a NetSuite Purchase Order has been fully approved. This email is triggered if the checkbox "Automatically email approved Purchase Order" has been ticked, either manually by the Purchase Order Requester or automatically. Note, that as a prerequisite to PO pdf generation some settings should be performed in NetSuite.
The Purchase Order Requester is responsible for this procedure. To initiate the process, they need to fill out the email form located at the bottom of the Purchase Order creation form.
A PDF document generated by NetSuite after the final approval as well as any attachments that have been added to the email form (see the Attachments to Supplier section) will be sent with that email:
Such Purchase Orders will be emailed to the Supplier as soon as the approval process has been completed successfully.
Please note: the process described above applies specifically if the Purchase Order (PO) has been created directly within the ApprovalMax system.