NetAsset - Maintenance Management: Overview & Setup
Overview
NetAsset offers a paid Maintenance Add-On feature designed to automate the creation of native NetSuite Case records. A few key points to note about this feature:
- This is a paid add-on, so users interested in accessing it should contact their account manager.
- It is separate from the free maintenance add-on bundle (learn more here: NetAsset Maintenance Bundle).
- The add-on can be used with both NetAsset and NetRental records.
This article provides a walkthrough of the general setup for the paid Maintenance Add-On feature. It covers how to enable Cases in NetSuite and activate the Maintenance Management system feature within NetAsset.
Enabling Cases in NetSuite
Step-by-Step Process
- Navigate to Setup > Company > Enable Features.
- In the CRM subtab, under the Basic Features section, select the checkbox for Customer Support and Service.
- Click Save to apply the update.
Enabling the Maintenance Management Feature
Step-by-Step Process
- Navigate to NetAsset > NetAsset Setup > System Setup.
- Under the System Features subtab, select the checkbox for Maintenance Management:
- Click Save to apply the update.
This is a paid add-on, so ensure it has been purchased before attempting to enable the feature.
Next Steps
- Create Case Events to specify when case records should be automatically generated by the system. For more information, refer to the Case Events Setup Guide.