FSM Records

Field Service Management (FSM) uses standard NetSuite records and FSM custom records to store service information, transactions, and configuration.

Use the following table to find each record's role, fields, relationships, and links to related features.

Record	Purpose
FSM Activity Record	Records service-time events used for automatic time tracking.
FSM Activity Type Record	Classifies activity events, such as task start or completion.
FSM Asset Record	Identifies equipment or service sites and their service context.
FSM Asset Type Record	Classifies assets as service sites, machines, or components.
FSM Case Record	Represents a service request and its related service work.
FSM Case Type Record	Classifies the service work represented by a case.
FSM Configuration Record	Stores account-specific settings that control FSM behavior.
FSM Consumable Record	Records items and quantities used during a CRM task.
FSM Contact Record	Identifies a person associated with a customer or project.
FSM CRM Task Record	Represents an individual service visit, including scheduling and assignments.
FSM Customer Record	Identifies the person or organization associated with service work.
FSM Employee Non-Working Day Record	Identifies an individual employee's period of unavailability.
FSM Employee Record	Identifies a person who performs or manages service work.
FSM Error Record	Stores details of failures captured during FSM operations.
FSM Estimate Record	Records proposed items, quantities, and prices for customer quotes.
FSM Expense Report Record	Records employee expenses and their associated service work.
FSM File Record	Covers native files and custom records linking documents to CRM tasks.
FSM Installation Record	Stores installation results and supporting details for an asset.
FSM Invoice Record	Records customer billing and its relationships to service work.
FSM Item Fulfillment Record	Records items and quantities fulfilled from an originating order.
FSM Item Receipt Record	Records stock received, including transfers to a technician's location.
FSM Item Record	Identifies a product, part, service, or charge.
FSM Job Safety Record	Stores safety assessment results associated with service work.
FSM Journal Entry Record	Records accounting entries, including FSM project labor costs.
FSM Language Record	Supplies language choices referenced by employees and customers.
FSM Location Record	Identifies an inventory location, such as a warehouse or van.
FSM Maintenance Record	Stores maintenance results and supporting details for an asset.
FSM Non-Working Day Record	Identifies a shared nonworking date on an FSM work calendar.
FSM Note Record	Stores a titled message associated with another NetSuite record.
FSM Notification Record	Records an email request and its associated sent message.
FSM Opportunity Record	Represents a potential sale with related service information.
FSM Project Record	Groups related service work within a wider customer context.
FSM Project Task Record	Represents project work with resource assignments and scheduling dependencies.
FSM Project Type Record	Classifies projects into service categories, such as Billable or Warranty.
FSM Recurrence Record	Defines repeating cases or CRM tasks and tracks generation.
FSM Repair Record	Stores repair results and supporting details for service work.
FSM Resource Allocation Record	Reserves a resource's time for project work.
FSM Sales Order Record	Records items and services ordered by a customer.
FSM Skill Record	Classifies technician capabilities and skills required for service visits.
FSM Task Outcome Record	Identifies a CRM task's service outcome, separately from its status.
FSM Task Type Record	Classifies work on CRM tasks or project tasks.
FSM Time Bill Record	Records an employee's time, duration, and work context.
FSM Time Zone Record	Supplies time zone reference data used by service records.
FSM Transfer Order Record	Records planned inventory movements between NetSuite locations.
FSM Uninstallation Record	Stores uninstallation results and supporting details for an asset.
FSM Work Calendar Record	Defines shared working days, start times, and daily hours.

Additional Information

• Related Service Work in NetSuite
• Automated Intake Record Sequence
• FSM Customer and Asset Sourcing by Record

Related Topics

• Managing FSM Operations Data
• FSM Service Work Flows
• FSM Configuration
• FSM Features
• FSM Script Reference

General Notices