Getting Started
Ensure Field Service Management (Bundle ID 138180) has installed successfully and the License is accurate for the account. Get familiar with the Implementation Guide and how Field Service augments NetSuite before attempting to Setup or Configure an account.
For more information about installing SuiteApps, see Installing a Bundle.
Setup
Project, Case, and Task Types are used to look up rules for Billing, Notifications, Programs, and Mobile content. Regions are used to link Employees and Assets to a geographical area. Create the required records and find their internal ids.
|
Record |
Id |
Example |
|---|---|---|
|
Project Type |
customrecord_nx_project_type |
Warranty |
|
Case Type |
customrecord_nx_case_type |
Service |
|
Task Type |
customrecord_nx_task_type |
Visit |
|
Billing Type |
customlist_nx_billing_type |
— |
|
Region |
customlist_nx_region |
Victoria |
Configuration
Configuration contains JSON that merges with the application code at runtime to overwrite or extend the default configuration. Features of the application live in code Modules, each with an unique Id. To configure a specific module, add an Object to the Configuration with the Module Id.
{
"routes/mobile": {}
}
Modules are organised by their function. Views manage elements of the User Interface like custom sublists or buttons. Models manage data sourcing, validation, and events for Records. Routes are Web Servers for Apps or Services. Utility and Core Modules are libraries and generally nonconfigurable. Review the Module documentation to see which properties are available to configure.
All remaining features are configured directly from the utilities/config Module and are not referenced with the Module Id.
{
"accounting": {}
}
Data Migration
|
Record |
Id |
CSV Template |
|---|---|---|
|
Asset |
customrecord_nx_asset |
— |
|
Work Calendar |
customrecord_nx_work_calendar |
— |
|
Non Working Days |
customrecord_nx_employee_non_working_day |
— |