The SuiteTax feature is hidden in the NetSuite enable features page by default. For the provision of the feature, we need to submit the SuiteTax enablement request to the NetSuite support team via an APS ticket. Navigate to SuiteAnswers and click on Contact Support in the top right corner. Select ‘Create Support Case‘. Enter ‘SuiteTax… Continue reading Registering NetSuite case for SuiteTax Enablement request
Tag: Netsuite-support case
Limit escalations to support reps only
Summary: This article provides instructions on configuring case escalation settings in NetSuite to limit escalations to support representatives only. Enabling this feature ensures that only employees with the “Support Rep” designation on their employee records appear in the “Escalate To” field on case records. Request: The user seeks guidance on configuring case escalation settings in… Continue reading Limit escalations to support reps only
Re-opened when a new message is added to the closed case
Summary: This article provides instructions on configuring the case reopening behavior for messages in NetSuite. You can choose whether to allow closed cases to change their status to “re-opened” when a new message is added to the case. The article explains the purpose of the “Messages Reopen Closed Cases” checkbox and its impact on case… Continue reading Re-opened when a new message is added to the closed case
Support Groups in NetSuite for Efficient Collaboration and Case Assignment
Summary: This article provides insights into using support groups in NetSuite to streamline collaboration, manage group events, and assign cases effectively. It emphasizes the benefits of assigning cases and case territories to support groups for efficient case filtering and quicker customer response. Additionally, the article highlights the automatic creation of group calendars when setting up… Continue reading Support Groups in NetSuite for Efficient Collaboration and Case Assignment
Managing Case Origins in NetSuite for Effective Support Tracking
Summary: This article provides guidance on managing case origins in NetSuite to track the reporting method of support cases. It highlights the importance of knowing how a case was reported in order to facilitate effective communication tracking with customers. The article explains the presence of the Case Origin Type field on case records and online… Continue reading Managing Case Origins in NetSuite for Effective Support Tracking
Categorizing Support Cases in NetSuite
Summary: This article provides instructions on how to categorize support cases in NetSuite. Categorizing cases allows support employees to quickly identify the type of issue being reported, enabling efficient resolution. The article explains how to create case types in NetSuite using the provided default options. Request: How to categorize support cases in NetSuite Solution: In… Continue reading Categorizing Support Cases in NetSuite
Entering Cases in NetSuite instead of Other Software
Summary: This article provides guidance on how to enter cases in NetSuite instead of using alternative software solutions. It explains the process of recording case records in NetSuite and highlights the requirement of having the Customer Service and Support feature to save cases. Request: The user would like to enter a case through NetSuite instead… Continue reading Entering Cases in NetSuite instead of Other Software
Netsuite Support case – NS Staff Access to Netsuite Data
The authorized NetSuite staff may need to access a copy of the Netsuite account in an internal QA environment in order to investigate and fix any cases and issues we have reported. For this we have flexibility and control over how and when we allow the authorized NetSuite staff to have such access, Netsuite provides… Continue reading Netsuite Support case – NS Staff Access to Netsuite Data