NetSuite Workflows: Customer Statement Workflow

[@SweetScriptsStudios]

⏱⏱VIDEO CHAPTERS⏱⏱ 00:00 - Customer Statement Sample 00:10 - Customer Record Review 00:28 - Saved Search 00:47 - Workflow Creation 02:14 - Send Email Action 02:47 - Customer Statement Configuration 03:47 - Execution

[@somaiyamilind]

Hi, what if we have 500 plus IDs? Any other smart idea apart from hard coding all of them in saved search?

[@michon6847]

Hi, I'm trying to make as flowing the video clip But the problem is there is no "customer" in record type available. Could you please let me know what should I do to add "customer " in the record type?

[@SweetScriptsStudios]

Can i know which role you are using

[@michon6847]

@@SweetScriptsStudios I'm using accountant role!

[@SweetScriptsStudios]

@@michon6847 I think it should be permission issue, can you check do you have access to customer records? like create, view, Edit? or can you try with some other role like admin or other roles which has the right permissions

[@michon6847]

@@SweetScriptsStudios Thank you for your advice!

[@SweetScriptsStudios]

@@michon6847 you're welcome, let me know if that works for you