FSM Billing Rules

In Field Service Management (FSM), billing rules determine whether consumables, time entries, and expense report lines are billable. These results depend on the linked customer relationship management (CRM) task's Billing Rule and the account configuration.

FSM applies the task's selected Billing Rule to related records. When the required NetSuite features and preferences are enabled, FSM affects pricing for billable consumables and time entries. FSM uses the applicable price level. Separate consumable processing and case invoicing features create the related transactions.

Billing rules apply to CRM tasks. This feature doesn't apply to project tasks.

This topic includes the following sections:

• How It Works

• Record Interactions

• Key Behaviors

• Processing Model and Lifecycle

• Billing Rule Configuration

• Limitations and Constraints

How It Works

This section explains the records and rules involved in the feature.

Billing Rule Selection

FSM can select a Billing Rule automatically when the task has a Task Type. Configured selection criteria use the Task Type and the types of the linked project and case. FSM evaluates the criteria in order and uses the first match. A project or case is required only when the configured criteria require one.

The standard automatic-selection list is empty. Automatic selection requires configured criteria. The eight supplied Billing Rule options and their standard billing formulas don't automatically select a rule for a task.

With a Task Type selected, FSM checks the configured rules when you change Task Type, Project, or Case. FSM also checks the rules when you save a task with a blank Billing Rule. If no configured rule matches during selection, FSM clears the Billing Rule.

You can select a Billing Rule manually. However, changing a field that triggers automatic selection starts the rule calculation again.

For setup of the types and lists used by billing rules, see Custom Records and Data.

Record Interactions

Billing rules affect consumables, time entries, and expense report lines.

Billing Rules for Related Records

The following table shows how FSM evaluates billing for related records and which fields it updates under the standard FSM mappings.

Related Record	Billing Evaluation	Applied Values
Consumable (customrecord_nx_consumable)	Evaluates the configured consumable billing logic using the linked task's Billing Rule and the consumable's item.	The Billable box (custrecord_nx_consbillable) is checked for a billable result and cleared for a nonbillable result. With Multiple Prices enabled, the Price Level select field (custrecord_nx_consprice_level) is also set to the applicable level from billing configuration, customer pricing, or default pricing. A Custom price-level result is stored as a blank Price Level.
Time entry (timebill)	Evaluates the configured time billing logic using the linked task's Billing Rule and the time entry's service item.	The Billable box (isbillable) is checked for a billable result and cleared for a nonbillable result. With Multiple Prices enabled and the Override Rates on Time Records accounting preference set, FSM sets Price Level (price) to the applicable level. Under these conditions, FSM also sets Rate (rate) to the corresponding calculated rate.
Expense report (expensereport)	Uses the Billing Rule on the report's Field Service Task and evaluates the configured expense billing logic separately for each line's expense category.	When an expense report is created or edited, FSM updates each line's Billable box (expense.isbillable). FSM checks the box for a billable result and clears it for a nonbillable result. The update applies to the line box, rather than a report-level billable value.

FSM applies billing rules to a related record only when the linked task has a Billing Rule. Billing evaluation also requires a value in the consumable's Item field (custrecord_nx_consitem) or the time entry's Service Item field (item).

The task's Billing Rule select field (custevent_nx_billing_type) uses the Field Service Billing Type custom list (customlist_nx_billing_type), which supplies eight standard options. Under the standard billing formulas, Rules 5 through 8 clear the consumable's Billable box. When FSM adds a nonbillable consumable to a sales order, the line has a zero rate.

The following table shows each option's full standard label and how it sets Billable when the standard billing formulas apply. Account configuration can change these results.

Billing Rule Option	Consumables	Time Entries	Expense Lines
Rule 1 - Consumables Billable at Base Price, Timebills Billable, Expenses Billable	Billable	Billable	Billable
Rule 2 - Consumables Billable at Base Price, Timebills Billable, Expenses Non-Billable	Billable	Billable	Nonbillable
Rule 3 - Consumables Billable at Base Price, Timebills Non-Billable, Expenses Billable	Billable	Nonbillable	Billable
Rule 4 - Consumables Billable at Base Price, Timebills Non-Billable, Expenses Non-Billable	Billable	Nonbillable	Nonbillable
Rule 5 - Consumables Billable at $0, Timebills Billable, Expenses Billable	Nonbillable	Billable	Billable
Rule 6 - Consumables Billable at $0, Timebills Billable, Expenses Non-Billable	Nonbillable	Billable	Nonbillable
Rule 7 - Consumables Billable at $0, Timebills Non-Billable, Expenses Billable	Nonbillable	Nonbillable	Billable
Rule 8 - Consumables Billable at $0, Timebills Non-Billable, Expenses Non-Billable	Nonbillable	Nonbillable	Nonbillable

Billable time entries and expense report lines associated with a case can contribute to its unbilled amounts. For the calculation and update behavior, see FSM Case Unbilled Amount Calculation.

Key Behaviors

This section describes how the feature responds to different conditions and actions.

Changing Billing Results

Changing a task's Billing Rule doesn't automatically update existing consumables, time entries, or expense report lines. Edit the related records to apply the selected rule.

When you save a related record, FSM can replace a manual change to Billable with the result of the selected rule.

Changing a consumable after it has been added to a sales order doesn't update the existing sales order line.

To check the result, review the saved task's Billing Rule and the Billable values on its related records.

Processing Model and Lifecycle

This section explains when processing occurs and what can affect its progress and results.

Billing Rule Processing

Completing a task with a Task Type can schedule separate consumable processing. When sales order creation is enabled, this processing can add eligible consumables to a sales order. For eligibility and transaction behavior, see FSM Consumable Processing.

Billing Rule Scripts

The following scripts support rule selection and set Billable values on related records.

Script	Script ID	Billing Rule Role
Field Service Client	customscript_nx_client	Handles task rule selection during form interaction and billing validation for time entries and consumables.
Field Service User Event	customscript_nx_userevent	Supports validation for tasks, time entries, and consumables. Applies expense-line rules when an expense report is created or edited.

Billing Rule Configuration

You can add Billing Rule options to the Field Service Billing Type custom list and reference their internal IDs in configuration. Automatic-selection criteria determine which option is selected for a task, and the configured billing formulas determine its effects on related records. Adding or renaming a list option doesn't itself change the billing calculations.

You can change how existing or additional Billing Rule options behave by modifying the SQL formulas in configuration. These formulas cover consumable, time-entry, and expense-line billing. The formulas determine the billable results and can specify the applicable price level for consumables and time entries.

For automatic-selection criteria, billing formulas, and price-level settings, see Configuring FSM Billing Rules.

With Multiple Prices enabled, standard FSM pricing for billable consumables and time entries is applied through the applicable price level. The standard billing formulas set Billable. Account configuration can also specify the price level to use. Sourcing the price level and rate for time entries also requires the account's preference for overriding time rates. Customer pricing can affect the price level and resulting price.

For service item setup when using Track Service Time, see Associating Field Service Task Types With Activity Types.

Removing automatic rule selection doesn't stop billing formulas from applying when a task has an existing or manually selected Billing Rule. Consumables can still receive a default price level when the task has no Billing Rule.

Consumable sales order creation and fulfillment are controlled separately from billing rule selection. For the separate processing controls, see Configuring FSM Consumable Processing. For Consumables tab setup, see Consumables Tab Configuration.

Limitations and Constraints

This section describes a limitation of billing rules in FSM Mobile.

Billing Rule Limitations

The Sales Order tab in FSM Mobile doesn't use the billing rules section of the configuration. For the differences between tabs, see Deciding Between the Consumables and Sales Order Tabs.

Related Topics

• FSM Features
• Custom Records and Data

• Associating Field Service Task Types With Activity Types

• Consumables Tab Configuration
• Deciding Between the Consumables and Sales Order Tabs

General Notices