If your business runs on NetSuite and you have a need to trigger targeted automation based on transaction context, without hardcoding logic or creating administrative headaches, this is for you.
A client recently came to us with a requirement to send an email when a quote converted to a new sales order. The hitch was that they wanted to assign a dynamic list of recipients depending on the sales rep. They also needed a quick and simple way to manage adding or removing email addresses without touching code.
This is where a custom record shines
We leveraged our standard Sales Order User Event script and enhanced it to evaluate the transaction at the moment it was created from a quote. Rather than embedding recipient email addresses directly into the script, we introduced a purpose-built custom record that maps a single Sales Rep to one or more email recipients.
When a new Sales Order is generated, the script reads the Sales Rep from the transaction, queries the related custom record entries, and compiles the appropriate list of recipients. Because NetSuite enforces limits on the number of email addresses per message, we built in logic to intelligently segment the list and send multiple messages when necessary. The end user does not see this complexity. They simply receive the correct notification every time.
The result is a solution that separates configuration from code. Business users can add or remove recipients through a clean, controlled interface without requiring a developer to modify the script. The data structure remains scalable, easy to audit, and simple to extend if additional routing logic is ever required.
NetSuite equips you with a comprehensive set of tools to maximize the efficiency of your software investment, benefiting both your team and the broader business. If you require expert NetSuite assistance, in process optimization, development or training, please feel free to contact us.
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