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Purpose: This is to make sure that communication regarding the update is recorded via the ticket in which relevant parties would be review.

\uD83D\uDCD8 Instructions

  1. Send Email with the below details:
    To: support@staria.com
    Subject: Action needed: FlowAP 3.2.x Update Notice - [companyname]

    image-20240531-092414.png

  2. Copy the ticket number on the notification received

    image-20240531-092701.png

  3. Search and open the ticket in Efecte

    image-20240531-092742.png

  4. Edit the ticket and set the following:
    Customer = [customer account]
    Status = In Progress
    Support Person = [you]

  5. Click on the New Message button

    image-20240531-092849.png

  6. To = *customer contact, if you do not know reach out the Service Manager

    image-20240531-092930.png

    *if you need to CC any click on Show All Header fields
    Optional : Copy, Tiia and Jukka for AP customers.

  7. Send a message to inform the customer that you would be updating their account, sample:

    Hello [customer],

    As agreed, we will now be updating your production account to the latest version of FlowAP which will be using the FlowAP Conversion. Please read the document below to help you with the transition:
    https://staria.atlassian.net/wiki/spaces/SIS/pages/1589772289/The+End+user+s+guide+to+Transitioning+from+NetSuite+s+Inbound+E-Document+to+FlowAP+Document

    We will let you know once the update is done and let us use this ticket for communication regarding any questions and issues related to the update.

  8. Paste the URL of the Ticket in the Task Template

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