ANS-1624 · PRINTING, PDF & EMAIL TEMPLATES

How to Ensure ‘Default’ Email Attachment Type Functions in NetSuite?

Understand why NetSuite's 'Default' email attachment setting may not function as expected and how to resolve it for sales order transactions.

Short answer

To enable the 'Default' attachment type for emails sent from NetSuite sales orders, ensure that the associated customer record has an email address populated. If the customer record lacks an email address, the system will default to 'Inline Above' instead of the desired 'Default' setting, preventing proper attachment behavior.

Scenario

Users may encounter a situation where the 'Default' attachment type for emails generated from sales order transactions does not function as anticipated. Instead of attaching documents as 'Default', the system automatically sets the attachment type to 'Inline Above', even when 'Default' is selected.

Solution

The 'Default' attachment type for email attachments will not function correctly if the customer record linked to the sales order transaction lacks an email address. To resolve this, an email address must be entered on the customer record. Once an email address is present on the customer record, the system will correctly apply the 'Default' attachment type instead of 'Inline Above'.

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