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New to NetSuite | Case Management > Creating Case Rules
In NetSuite, case assignment rules define how support cases are distributed to support reps based on fields in the case record, helping ensure cases reach the right team quickly. After you create case rules, they are grouped into case territories. These territories are then assigned to support reps so that new support…
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New to NetSuite | Case Management > Creating Case Issues
In NetSuite, case issues define the type of problem or topic a support case is about, helping teams quickly understand and handle requests. These are entered in the Issue field on a case record and are different from items, which are the products or services you sell and choose to support. Case issues also differ from…
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New to NetSuite | Case Management > Creating Case Priorities
In NetSuite, case priorities define the level of urgency assigned to support cases and help teams determine which issues should be addressed first. The Case Priority field appears on case records and can be configured to align with your support team’s workflow. This feature allows you to create and customize priority…
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New to NetSuite | Case Management > Creating Case Statuses
In NetSuite, Case Statuses indicate a support case’s current stage and help teams track how close it is to resolution or closure. The Case Status field appears on Case records and can also be shown or hidden on online case forms, depending on your setup. This article introduces case statuses, explains how they can be…
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New to NetSuite | Case Management > Creating Case Origins
In NetSuite, Case Origin Types indicate how a support case is submitted and provide important insight into customer communication. Identifying the source of a case helps support teams manage and track interactions more effectively. The Case Origin Type field is available on Case records and can also appear on online case…
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New to NetSuite | Case Management > Creating Case Types
By using NetSuite’s case management process, businesses can efficiently capture, track, and resolve customer issues while keeping all support interactions organized in one place. Each case records critical details that help support teams prioritize requests and respond more effectively throughout the support lifecycle. One…
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New to NetSuite | Case Management
NetSuite’s case management process plays a key role in delivering organized and responsive customer support. It provides businesses with a structured way to track customer issues, questions, and feedback from the moment a case is created through resolution. This ensures every customer interaction is captured, visible, and…
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New to NetSuite | Understanding Role Permissions and Resolving Banking Feature Access Issues
Scenario: Banking Pages Not Loading for a Specific Role Recently, an employee with a Custom Role was unable to access the Banking Import History and Automated Cash Application pages in NetSuite. You might encounter similar issues if: You or a team member can’t open certain banking or reconciliation pages. Other users with…
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New to NetSuite | Inventory Transactions 102: Transfer Order (Part 4: Transfer Order Preferences)
Welcome back to our New to NetSuite | Transfer Order series! So far, we have covered three essential articles to help new users understand how transfer orders work: Part 1: New to NetSuite | Inventory Transactions 102: Transfer Order (Part 1: Process Flow) – An overview of the end-to-end process, including the records and…
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Custom Forecast Report Income Statement
Hello, Is there a way to adjust an income statement to show Q1 as actuals and then Q2-Q4 as what is budgeted so I have a forecast report for the year please? It seems like I can only adjust the columns to be one or the other. Thanks!