1. Field Service Management
  2. FSM Configuration
  3. FSM Configuration Reference
  4. Configuring FSM Case Unbilled Amount Calculation

Configuring FSM Case Unbilled Amount Calculation

Case unbilled calculation has no feature-specific JSON switch, formula, or source-filter setting. Its amounts depend on linked source records and their billable values. Use this page to locate the related setup that affects those inputs. For the capability and processing behavior, see FSM Case Unbilled Amount Calculation.

Properties and Defaults

The following table lists the source inputs and record fields that affect unbilled amounts.

Property or Setting

Location

Accepted Value

Default

Calculation Basis

Effect

Billable time setup

Time bills and the Billing Rule field on tasks

Supported billing and time setup

Standard Billing Rule behavior, when applicable.

Rate × decimal hours

Affects qualifying time amounts. For billing options, see Configuring FSM Billing Rules.

Expense Reports feature and billable lines

Enable Features page and expense reports

Expense Reports feature enabled and billable expense lines linked to the case

Account and transaction values.

Transaction amount excluding tax

If the Expense Reports feature is disabled, Unbilled Expenses is zero.

Field Service Case link

Sales Order custbody_nx_case

Case record

Transaction value.

-

Associates the sales order's Amount Unbilled value with the case.

Field Service Case Type

Case custevent_nx_case_type

Case type record

Case value.

-

Required for background case selection.

Update Unbilled

Case custevent_nx_unbilled_update

Checked box

Record-processing state, not a configuration default.

-

Requests recalculation. This request does not change the calculation or indicate that a script is running.

Changing the Source Setup

There is no JSON override required to enable a different calculation. Configure billable outcomes and related time or expense inputs in Configuring FSM Billing Rules. Preserve case and task links when changing supported record-model mappings. For more information, see FSM Record Model Configuration.

Case invoicing uses separate rules to select charges and create transactions, so the unbilled summary does not determine which records are invoiced. For invoicing settings, see Configuring FSM Case Invoicing.

Dependencies and Customization Limits

The calculation has no supported JSON overrides for enablement, formulas, or source filters.

A processing request can remain pending. Background processing excludes a case with a matching active error that has not been recovered. For request states and error-selection criteria, see FSM Case Unbilled Amount Calculation. For shared error and script details, see Field Service Error Record and FSM Script Reference. Changing processing fields is not a substitute for configuring the source data.

When Changes Apply

Source setup and source-record changes affect later recalculation. Previously saved case totals can remain until recalculation successfully writes the recalculated category values.

Related Topics

General Notices