FSM Asset Type Record
In Field Service Management (FSM), an asset type classifies a field service asset, such as a service site, machine, or component. FSM uses a custom NetSuite record for each classification. Several assets can use the same asset type.
The asset type supplies the classification name. An FSM asset record stores the individual equipment or service location, including its Customer, Item, serial number, address, and parent asset. For more information, see FSM Asset Record.
An asset type is separate from a NetSuite item type. Selecting Machine or Component on an asset doesn't change the item's inventory, purchasing, or sales behavior. For information about native NetSuite item classifications, see Item Types.
Record Information
Field labels and names can vary by account or language. Use record and field IDs to identify the underlying data.
|
Property |
Value |
|---|---|
|
Record type |
FSM custom record |
|
Record name |
Field Service Asset Type |
|
Record ID for record operations and searches |
|
|
Record identity |
NetSuite Internal ID ( |
|
Display name |
Name ( |
|
Referencing field |
Type ( |
The record type ID identifies the classification record type. Each saved classification has its own Internal ID. The instance script IDs in the Supplied Asset Types table identify the delivered entries. Asset selections and configuration conditions use separate numeric Internal IDs.
Supplied Asset Types
FSM supplies these classification entries. You can add classifications to suit your service model. For more information, see Field Service Asset Records.
|
Supplied Name |
Instance Script ID |
Typical Meaning |
|---|---|---|
|
Site |
|
The physical service location. |
|
Machine |
|
A serviceable unit, such as a generator or pump. |
|
Component |
|
A part represented as an asset for its own service context. |
These values classify assets without prescribing a fixed hierarchy.
Record Relationships
The following table describes the asset type's relationships with other records.
|
Related Record |
Relationship and Field ID |
Purpose |
|---|---|---|
|
Field Service Asset ( |
Type ( |
Classifies the asset. The asset stores the relationship, and the asset type has no asset list. |
|
Parent Asset |
The asset stores Parent ( |
Defines the asset hierarchy. Selecting a Type doesn't establish this relationship. For example, a Machine asset can reference a Site asset as its parent, and a Component asset can reference a Machine asset. Those links are stored separately on the assets. |
|
Item |
The asset stores Item ( |
Identifies the item represented by the asset. The supplied asset type has no item relationship or item-type setting. |
|
CRM Task or Project Task |
The task stores Field Service Task Asset ( |
Gives the task an asset context. Standard FSM Mobile event data reads that asset's Type through this relationship; it is not a separate asset type field on the task. |
FSM inheritance follows the asset's Parent relationship and the configured inherited-field list. The default list doesn't include Type. See FSM Asset Hierarchy and Inheritance and Configuring FSM Asset Hierarchy and Inheritance.
A separate custom Component record linked to an asset remains a different record type. Its name and asset link don't provide FSM asset inheritance. Neither automatically includes the custom record in FSM Mobile resources, service history, reports, or synchronization. The Other Custom-Record Relationships explains this distinction.
FSM Fields
The supplied asset type record has no FSM custom fields. The following table describes the native name, identity, inactivity, and translation data used to interpret how FSM uses the record.
|
Field or Data |
Field ID |
Purpose |
Important Values or Behavior |
|---|---|---|---|
|
Name |
|
Provides the classification's display name. |
Supplied names are Site, Machine, and Component. A name is display text, not a substitute for the record's Internal ID. |
|
Instance script ID |
|
Identifies a supplied classification entry. |
FSM translation maintenance recognizes the three supplied instance script IDs listed in the preceding table. The instance script ID is separate from the record type ID. |
|
Inactive |
|
Native inactivity state of the classification record. |
Separate from equipment condition or service status on an asset. It is not a processing or script-execution indicator. |
|
Name translations |
|
Locale and translated name on each row of the native Translations sublist. |
The supplied record type enables name translation. FSM maintenance updates names for selected supplied entries; it doesn't automatically translate every account-created classification. |
The Display Name (Translated) search value (displaynametranslated) in NetSuite is distinct from the stored Name and the Translations sublist. FSM uses an empty translated display name when assessing supplied entries for translation maintenance. It is not a translation-complete or script-running flag. For native instance-name translation, see Translating Custom Record Instance Names.
Creation and Update Sources
The following table lists sources that create or update asset type records.
|
Source |
Effect on the Record |
|---|---|
|
FSM installation |
Supplies the Site, Machine, and Component classification entries. |
|
Account maintenance in NetSuite |
Creates or maintains classifications used by the account's assets. |
|
FSM translation maintenance |
Updates translated names on selected supplied entries through Field Service Scheduled : Language ( |
Selecting Type on an asset changes the asset's reference; it doesn't create a new classification or change the asset type record.
Used by FSM Features
The following table describes how FSM features use asset type records.
|
Feature or Use |
How the Record Is Used |
|---|---|
|
Maintains translated names for the three supplied asset types when the applicable conditions are met. |
|
|
FSM Mobile resource selection |
Standard CRM Task and Project Task event maps provide the task asset's Type as the |
|
Configured additional fulfillment fields can carry an asset type to a created or updated asset. Standard staging columns don't supply a Type value. See Additional Fields and Matching. |
Record Constraints and Data Requirements
The supplied Type field on the asset is optional in the record definition and on the supplied asset form. Its record definition has no default selection, and the standard asset model supplies no default Type. An account form, model override, or an FSM Mobile resource can impose its own initial value or requirement. Such a requirement applies to that setup, not universally to every asset.
The supplied asset type has no parent hierarchy, equipment-default fields, or processing-status fields. Customer, address, Item, and serial data belong to the asset. For asset form choices, see Forms for NetSuite and FSM Mobile. For fields generated from FSM Mobile forms, see Form Properties.
A classification name alone doesn't define resource availability, a hierarchy, or inheritance. Configuration conditions use mapped data. The FSM Mobile assettype attribute represents a mapped asset type value rather than a supplied instance script ID or display name. Keep condition definitions in FSM Configuration - Shared Rule Matching.