Mastering NetSuite: Enhanced Controls for Import Email Notifications

NetSuite's latest release introduces enhanced controls for email notifications related to import operations. This improvement provides developers and administrators with greater flexibility and visibility. Let's delve into how these new notification settings work and how they can be configured for different import scenarios.

Overview of Notification Enhancements

In NetSuite, notifications are pivotal in ensuring that users are promptly informed about the success or failure of various operations. The introduction of enhanced controls for import email notifications is particularly beneficial for automatic imports and file uploads. These controls adapt based on the import type, configured preferences, and permission settings.

Automatic Imports

For automatic imports utilizing a format profile, you can now designate a specific Notification Email address to receive both success and error messages. Here's how you can set it up:

• Accessing Format Profiles: Navigate to Setup > Accounting > Financial Institution. Choose a financial institution and click on View. Under the Format Profile: Configuration subtab, select the existing format profile.

• Success and Error Notifications:

  • Success Notifications: If the Send Success Messages Too option is activated, the designated email will receive notifications for successful imports.
  • Error Notifications: Such notifications are always sent to the designated email, notwithstanding the success notification settings.

• Fallback Mechanism:

  • If there's no designated email, notifications revert to other recipients, including the format profile creator if their user notification preferences are active.
  • The company's return email address may also receive notifications based on administrator settings.
  • Note: You might receive multiple notifications if both user and company preferences are engaged.

File Uploads

For file uploads, notification strategies differ slightly:

• The designated email in the format profile is not applicable.
• On success, notifications are directed to the user who conducted the upload if they have enabled their notification settings.
• On error or partial success, notifications are always sent to the user who performed the import, with no opt-out possibility.
• The company return email address will receive notifications upon success or failure if company-wide settings are enabled.

Configuration and Access Requirements

Key Settings:

• The Notification Email field and Send Success Messages Too option are configurable by the profile owner or editor. These settings are only available for Bank Reconciliation profile types, except when the connectivity is Manual Import.

User Preferences:

• Notification preferences can be managed through Home > Set Preferences by selecting options like:
  • Notify Me Of Successful Manual Bank Imports
  • Notify Me Of Successful Automatic Bank Imports
  • Alert Me Of Issues With Automatic Bank Imports

Company-Wide Settings:

• The administrator handles company return email configurations in Setup > Company > General Preferences. Notifications include:
  • Email Return Address When A Manual Bank Import Is Done
  • Email Return Address When An Automatic Bank Import Is Done

Permissions Required:

• Import Online Banking File (Create or Full) for file upload notifications.
• Financial Institution Records (Create or Full) for automatic import alerts.

Key Takeaways:

• Enhanced controls allow tailored notifications for both success and errors in imports.
• Automatic imports leverage format profiles to dictate notification delivery.
• User and company preferences play significant roles in notification routing.
• New configurations and permissions are necessary to fully utilize these enhancements.
• Consistently review custom workflows to ensure compatibility with new notification behaviors.