Customer Statement Email Distribution Tool

NetSuite users lack a way to send customer statements in batch while selecting the specific PDF template. While workflows can be configured to automate statement distribution, they are limited in flexibility—specifically, they always default to the instance's preferred customer statement pdf template. This presents a challenge for companies that need to send customized or subsidiary-specific statement formats to different customer segments.

This limitation is particularly problematic in multi-subsidiary environments, where each subsidiary may have unique branding or regulatory requirements for customer communications. As a result, users are forced to rely on manual processes or workaround solutions, which are inefficient, time-consuming, and prone to error.

GOALS AND OBJECTIVES

The primary goal of this script is to provide NetSuite users with a flexible, efficient solution for sending customer statements in batch, with support for multiple statement pdf templates, user-defined targeting, customizable email delivery, and scheduling capabilities.

Specific objectives include:

• Enable batch generation and distribution of customer statements directly within NetSuite

• Allow users to select specific statement pdf templates at runtime, rather than defaulting to the instance's preferred template.

• Allow users to control which customer statements are sent by linking the process to a saved search, enabling flexible and reusable selection criteria.

• Provide the ability to choose one or more email fields on customer records to send the statement to.

• Allow users to select the email address the statements are sent from.

• Enable scheduling so that statement distribution can occur automatically on a recurring basis.

• Allow multiple deployments of the script to support different use cases or recipient groups (e.g., different departments, regions, or customer types).

SCOPE / REQUIREMENTS

• Supports batch emailing of customer statements using a saved search as the source list.

• Users can select from available customer statement pdf templates.

• Allows selection of one or more email fields on the customer record for delivery.

• Lets users define the "From" email address used in outgoing messages.

• Supports scheduled execution via standard NetSuite scheduling interface.

• Multiple script deployments are supported to accommodate different saved searches or configuration sets.

• Logs individual email delivery status for each customer (e.g., success or failure).

• Supports an “Only Show Open Transactions” option at the deployment level, mirroring native NetSuite functionality.

At Devma, we strive to deliver fast, efficient solutions within NetSuite. These NetSuite extensions were developed to address real-world use cases we encounter consistently. Any engagement with our Professional Services team allows customers to use these bundles as-is, at no additional cost. Please note that implementation, training, and customization of these extensions may require Professional Services hours.

Bundle ID: 548039 - Please contact us here if you would like to get access.