What the Program Feature Automatically Sets or Controls

The Field Service Management (FSM) Program feature uses the following records and fields:

Record	Field	Behavior
Project	Field Service Update Program	When you check this box and submit the Project, it schedules the Program script (customdeploy_nx_program) to reconcile Cases and Tasks with your Program rules. After it finishes processing, the script clears the checkbox.
Project	Status	NetSuite uses this status to decide whether to create or delete Program-generated work. See Project Status Field for the statuses that trigger Program processing and deletion behavior.
Project	Start Date	The Program uses this to calculate the first Case date and the dates after that. Cases can't be created with a start date that's earlier than the Project Start Date. Note: The Start Date field is the default used by NetSuite. However, it's overridden by the Field Service Start Date field, if this is populated.
Project	End Date	Sets the Project's cutoff date after which NetSuite won't create more Cases, unless you use the Field Service Program Create Until field.
Project	Field Service Start Date	If populated, this field replaces the Start Date as the starting point for the first Case date. It's possible for the Field Service Start Date to be earlier than a Project's Start Date. This can be useful if you have a Program with alternating case types, and you want to change which case type is created first. See Reading the Program Subtab - Example 2.
Project	Field Service Program Create Until	Used when the Project doesn't have an End Date to tell NetSuite how far ahead to create Cases. See Program Feature Minimum Requirements.
Project	Field Service Project Type	Determines whether the Project can create a Program. See Program Feature Minimum Requirements.
Project	Field Service Time Zone	NetSuite uses this field to set the time zone on generated Projects, Cases, and Tasks so they match the Asset's time zone. This can be important for reporting and if you work across multiple time zones.
Case	Type	NetSuite sets this when it creates the Case. In the FSM configuration, it pulls this from case.type in program.projectrules for the matching Project Type.
Case	Details	You can configure FSM to set this from Project data by mapping the Case Details field from the Project Comments field.
Case	Assigned	You set this in the FSM configuration.
Case	Asset	You can configure this to copy from the Project's asset field.
Case	Multi-asset field	You can set this from a Project multi-select Asset field using projectmap and projectrules in the FSM configuration.
Case	Update Program	If a Case has an associated Program, checking and submitting this field schedules the Program script to create any missing Tasks for the Case. After it runs, the script clears the checkbox.
Task	Type	If configured, FSM creates Tasks under Program-created Cases and sets the Task Type from `program.caserules[].task.type`.
Task	Assigned	You can set this from Case-mapped data (casemap).
Task	Start	You can set this from Case-mapped data (casemap).
Task	End	You can set this from Case-mapped data (casemap).
Task	Skill	You can set this from Case-mapped data (casemap) when NetSuite creates the Tasks.
Task	Priority	You can set this on Program-created Tasks through configuration (for example, by mapping a Project or Case value to the Task).

Record

Field

Behavior

Project

Field Service Update Program

When you check this box and submit the Project, it schedules the Program script (customdeploy_nx_program) to reconcile Cases and Tasks with your Program rules. After it finishes processing, the script clears the checkbox.

Project

Status

NetSuite uses this status to decide whether to create or delete Program-generated work. See Project Status Field for the statuses that trigger Program processing and deletion behavior.

Project

Start Date

The Program uses this to calculate the first Case date and the dates after that. Cases can't be created with a start date that's earlier than the Project Start Date.

Note:

The Start Date field is the default used by NetSuite. However, it's overridden by the Field Service Start Date field, if this is populated.

Project

End Date

Sets the Project's cutoff date after which NetSuite won't create more Cases, unless you use the Field Service Program Create Until field.

Project

Field Service Start Date

If populated, this field replaces the Start Date as the starting point for the first Case date. It's possible for the Field Service Start Date to be earlier than a Project's Start Date. This can be useful if you have a Program with alternating case types, and you want to change which case type is created first. See Reading the Program Subtab - Example 2.

Project

Field Service Program Create Until

Used when the Project doesn't have an End Date to tell NetSuite how far ahead to create Cases. See Program Feature Minimum Requirements.

Project

Field Service Project Type

Determines whether the Project can create a Program. See Program Feature Minimum Requirements.

Project

Field Service Time Zone

NetSuite uses this field to set the time zone on generated Projects, Cases, and Tasks so they match the Asset's time zone. This can be important for reporting and if you work across multiple time zones.

Case

Type

NetSuite sets this when it creates the Case. In the FSM configuration, it pulls this from case.type in program.projectrules for the matching Project Type.

Case

Details

You can configure FSM to set this from Project data by mapping the Case Details field from the Project Comments field.

Case

Assigned

You set this in the FSM configuration.

Case

Asset

You can configure this to copy from the Project's asset field.

Case

Multi-asset field

You can set this from a Project multi-select Asset field using projectmap and projectrules in the FSM configuration.

Case

Update Program

If a Case has an associated Program, checking and submitting this field schedules the Program script to create any missing Tasks for the Case. After it runs, the script clears the checkbox.

Task

Type

If configured, FSM creates Tasks under Program-created Cases and sets the Task Type from program.caserules[].task.type.

Task

Assigned

You can set this from Case-mapped data (casemap).

Task

Start

You can set this from Case-mapped data (casemap).

Task

End

You can set this from Case-mapped data (casemap).

Task

Skill

You can set this from Case-mapped data (casemap) when NetSuite creates the Tasks.

Task

Priority

You can set this on Program-created Tasks through configuration (for example, by mapping a Project or Case value to the Task).

For more information, see Viewing the Program on a Project in NetSuite

Related Topics