In NetSuite, the "Include Transaction" feature allows users to attach transaction records (such as invoices, sales orders, purchase orders, etc.) when composing an email. This feature provides various options for how the transaction should be included when you send an email.
Transaction can be included in following forms
Inline above
Inline below
PDF
HTML
Default
When this is checked the transaction will be included along with email and sent via Outlook.
Transaction Formats and Inclusion Options
Here’s a breakdown of the available Transaction Formats and Inclusion Options:
1. Inline - Above
The transaction details are inserted at the top of the email body before the user’s email message.
Useful when you want the recipient to see the transaction details first before reading any additional information.
2. Inline - Below
The transaction details are inserted at the bottom of the email body, after the user’s email message.
Best when the main message should be read first and transaction details are secondary.
3. Default
NetSuite will use the default email formatting settings configured for the specific transaction type at Home > Set Preferences > Transactions subtab
4. HTML
The transaction is attached in HTML format.
This ensures proper formatting, making it easier to read and more visually appealing.
5. PDF
The transaction is attached as a PDF file rather than being embedded in the email body.
Ideal for official documents like invoices, sales orders, or purchase orders that need to be printed or saved.
All of the above formats would be supported when you are sending email via Outlook and transaction would be included inline or as attachment as specified above when composing an email.
See Also
Even though emails are being sent via Outlook, the creation and configuration of those emails still adhere to NetSuite's email protocols.
Customizing Email Experience
Email Signatures: Customizing Email Signatures and From Fields
Email Templates: Working with Email Templates