FSM Project Type Record

The Field Service Project Type record classifies projects in Field Service Management (FSM). Classifications include Billable, Warranty, and maintenance service categories. Projects and items refer to this FSM custom record through their Field Service Project Type fields.

FSM uses the classification in configured rules, project creation choices, and automatic project naming. The type identifies the service category. The project stores its customer, asset, dates, and service context. A type named PM Monthly doesn't define a monthly schedule by itself. For information about how configured rules use the project's type and data to plan service work, see FSM Program.

Record Information

The following table identifies the record and its references.

Property	Value
Record type	FSM custom record
Record name	Field Service Project Type
Record ID	customrecord_nx_project_type
Record identity	NetSuite internal ID, searched as internalid.
Project reference field	Field Service Project Type (custentity_nx_project_type) on project (job)
Supplied saved search	Field Service Project Type Search (customsearch_nx_project_type_search)

Use the record's internal ID when configuration requires a project type ID. The type attribute in the FSM Project model maps to custentity_nx_project_type. This attribute is an alias, not another field on the type record.

The standard FSM Mobile event mappings also supply the linked project type as the project value for resource selection. This value identifies the project type rather than an individual project. For selection rules, see Selecting Resources.

FSM and Native NetSuite Project Type

NetSuite also has a native project type record. These classifications use separate records and fields.

Classification	Record ID	Project Field ID	Purpose
Field Service Project Type	customrecord_nx_project_type	custentity_nx_project_type	FSM service classification.
Native NetSuite Project Type	jobtype	jobtype	Separate NetSuite project classification. See Project Type.

Selecting a native project type doesn't supply the Field Service Project Type required by an FSM rule or capability.

Project Forms

The supplied Field Service Project form (custform_nx_project) displays the FSM field as Type under Service Details and makes it required. It separately displays the native Project Type field. Both fields belong to the project, rather than to its Field Service Project Type record.

The supplied FSM project type field definition is optional and has no default selection. Forms created in an account can use different labels and requirements. Use the field ID to distinguish between the two classifications when labels are similar.

For the controls that select or create related projects, see FSM NetSuite View Configuration. These controls are separate from a custom form used to maintain the type's name and other record data.

Record Relationships

The referencing record stores the selected type. Multiple projects and items can reference the same field service project type.

Related Record	Relationship and Field ID	Purpose
Project	Project Field Service Project Type (custentity_nx_project_type) references one Field Service Project Type.	Classifies the project for FSM. Applies to project records, not project templates.
Item	Item Field Service Project Type (custitem_nx_project_type) references one Field Service Project Type. The supplied field applies to Inventory, Non-inventory, and Assembly items.	Supplies the type for the standard process that automatically creates projects for new assets.
Field Service Configuration	Program, Billing Rule, and automatic notification rules can use project type IDs. These are configuration associations, not rule fields on the type record.	Defines which classifications participate in configured behavior. See Configuring FSM Program, Configuring FSM Billing Rules, and FSM Notification Configuration.

Cases and CRM tasks can reference a project through the native Company (company) field and use that project's type as context. The type record doesn't hold links to those individual service records. Selecting a type doesn't itself create an asset, case, or task relationship.

An account-specific custom link remains a separate relationship. Adding it doesn't automatically include the linked record in FSM Mobile, inheritance, history, reports, or synchronization.

FSM Fields

The supplied type record uses NetSuite identity, name, inactive, and name-translation data. It has no supplied FSM custom body fields.

Field or Data	Field ID or Identifier	Purpose	Behavior
Name	name	Display name of the classification.	A name can describe a service category or frequency. It doesn't store the rules that implement that meaning.
Internal ID	internalid in searches and id in the loaded-record mapping used by FSM	Identifies the individual type record in the account.	Separate from the record type ID and the supplied instance script ID. Use the account's internal ID for the type record in settings that require it.
Script ID	scriptid	Identifies a supplied record instance, such as val_nx_project_type_warranty.	FSM uses these script IDs to select supplied records for name-translation maintenance. These script IDs are not numeric project type IDs.
Inactive	isinactive	Records whether the classification is inactive.	Standard new-project choices exclude inactive types. This is not the project's status or a Program execution state.
Name translations	translations sublist: locale, label	Holds localized names for the type.	FSM maintains missing translated names for selected supplied types and existing locale entries. Account-created types don't automatically gain this maintenance. See FSM Localization and Translation.

Supplied Project Types

FSM supplies the following active instances. The names shown are the supplied English names. Displayed names and available records can differ in an account.

Supplied Name	Supplied Instance Script ID
Billable	val_nx_project_type_billable
Non Billable	val_nx_project_type_nonbillable
PM Annual	val_nx_project_type_pm_annual
PM 6 Monthly	val_nx_project_type_pm_6monthly
PM Quarterly	val_nx_project_type_pm_quarterly
PM Monthly	val_nx_project_type_pm_monthly
PM Weekly	val_nx_project_type_pm_weekly
Installation	val_nx_project_type_install
Warranty	val_nx_project_type_warranty

These names are classifications, not stored billing rules, warranty periods, or schedule intervals. The standard process for automatically creating projects for new assets uses the item's separate Project Duration value for the project period. Program uses configured rules and project dates. See Configuring FSM Automatic Project Creation for New Assets and Configuring FSM Program.

Creation and Update Sources

The following table describes sources that create or update type records.

Source	Effect on the Type Record
Supplied FSM data	Provides the nine classification instances listed in the Supplied Project Types table.
NetSuite record maintenance	An authorized user can maintain the classification data. This is separate from creating a project that references the type.
FSM Language processing	Updates missing name translations on selected supplied instances when its language conditions apply. It doesn't define a service schedule or create projects.

Used by FSM Features

The following table describes how FSM features use project types.

Feature	Record Usage
FSM Program	Uses the project's selected type to match project rules. Case rules can also use the resolved linked project type.
FSM Related Service Work	Uses type choices when creating a project from a case, adding subprojects, or creating new service work through the enabled Mobile action. The Case and Mobile menu's standard new-project choices exclude types explicitly referenced by Program project rules.
Projects Created in Response to Asset Creation	Reads the item's selected type and supplies it to the requested project. Warranty is one possible classification.
FSM Automatic Record Naming	Uses the selected classification in the standard project name.
FSM Billing Rules	Can use the linked project type to select a CRM task's Billing Rule. A type named Billable doesn't select a rule by itself.
FSM Service Reports and Notifications	Can use the related project type as a condition in automatic case, CRM task, and project task notification rules.
FSM Localization and Translation	Maintains translated names for selected supplied type instances.

Record Constraints and Data Requirements

The supplied type record is not hierarchical. It doesn't hold the project's customer, asset, dates, Program rules, or processing requests. Those values and relationships belong to the project or the relevant configuration.

The project and item reference fields have no supplied default selection. Some FSM capabilities, including Project Program calculation, require a selected project type. The supplied Project form also requires a type. For other prerequisites, see the relevant feature and configuration topics.

An inactive type is excluded from standard new-project choices. Don't treat that flag as proof that Program processing has stopped for existing projects: Program's project-status classification and rule conditions are separate. The type record has no supplied running, completion, or error-reference field.

Additional Information

• FSM Program
• FSM Automatic Project Creation for New Assets
• FSM Billing Rules

Related Topics

• FSM Records
• FSM Item Record
• FSM Project Record

General Notices