ANS-0689 · PRINTING, PDF & EMAIL TEMPLATES

How to Display the Correct Subsidiary Name in NetSuite Email Templates?

Ensure personalized NetSuite emails accurately reflect the transaction's subsidiary by configuring email templates with dynamic FreeMarker expressions.

Short answer

To display the correct subsidiary in NetSuite email templates, create a custom template. Insert a FreeMarker expression, such as `${transaction.subsidiary.name}`, into the template content. When the template is used with 'Merge & Send,' this expression dynamically replaces itself with the transaction's subsidiary name, ensuring accurate email communication.

Scenario

Users may observe that email communications sent from NetSuite display an incorrect or generic subsidiary name, rather than the specific subsidiary associated with the transaction. This can lead to confusion and miscommunication, as the email does not accurately reflect the relevant business entity. The email's title might also default to a generic value.

Solution

  1. Create a new email template within NetSuite.

  2. Within the template's content, use a FreeMarker expression to dynamically fetch the current transaction's subsidiary name. For example, insert

${transaction.subsidiary.name}

where the subsidiary name should appear.

  1. When sending an email, select this newly created template.

  2. Utilize the "Merge & Send" functionality; the FreeMarker expression will be automatically replaced with the textual name of the transaction's subsidiary.

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