Set Up Oracle NetSuite for the Attachment of Invoices

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For Auditoria to attach PDF invoices to emails, you need to set up Oracle NetSuite to enable attachments by completing the following steps:

  • Create an Email Template
  • Create a Workflow

Note: These steps enable Oracle NetSuite to send only new and modified invoice PDFs to Auditoria.

 

 

Create an Email Template 

  1. In Oracle NetSuite, go to Setup > Company > System Email Templates.

     

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  2. Click New.

  3. Enter the template Name, Subject, and Body.

        • Name: Auditoria Invoice Notification
        • Subject: ${transaction.tranld}
        • Body: Auditoria Invoice Notification

           

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  4. In the Categories section, select a Template Category from the pulldown menu.

     

     

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  5. Click Save.

 

 

Create a Workflow 

  1. In Oracle NetSuite, go to Customization > Workflows > New.

     

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  2. In the Basic Information section, enter the following:
        • Name: Auditoria send invoices
        • ID: auditoria_send_invoices
        • Record Type: Transaction
        • Subtypes: Invoice
        • Select the Execute as Admin checkbox
        • Release Status: Select Released from pulldown menu
  3. In the Initiation section, select the Event Based checkbox.
  4. In the Event Definition section, enter the following:
        • Select the On Create checkbox
        • Select the On View or Update checkbox
        • Trigger Type: Select After Record Submit from the pulldown menu
        • Event Types: Choose Create/Edit/Mark Complete
        • Contexts: Select All

           

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  5. Click Save.
  6. Select State 1.

     

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  7. Select New Action.

     

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  8. In the Type Section, select Send Email.

     

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  9. In the Workflow Action window, enter the following email setup details:
      • Specific Sender: current user
      • Select Free Form Address and enter the Email address with source token value:  <sourcetoken>@invoice-inbound.auditoria.ai  
      • See Get your Auditoria Source Token for more information about the step above.
      • Select Use Template and enter the Template: Auditoria Invoice Notification
      • Select the Include Transaction checkbox
      • Select File and choose the type from the pulldown menu: PDF

         

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