FSM Item Record

An item identifies a product, part, service, or charge used in Field Service Management (FSM). FSM uses standard NetSuite item records. Inventory items describe stock, service items identify labor, and other suitable item types represent equipment or charges.

An item and an asset represent different information. The item identifies the product, and an asset identifies a particular piece of equipment or service location. Several assets can reference the same item. A consumable record separately identifies the item and quantity used during a service visit.

Record Information

Use the item's internal ID for record relationships and mappings. Item names, display labels, and search type values serve different purposes.

Property

Value

Record type

Standard NetSuite item records, including Inventory, Assembly, Non-inventory, Service, and other NetSuite item types

Record name

Item

Item search ID

item

Record API ID

Depends on the item type. For example, inventoryitem for an ordinary inventory item

Record identity

Internal ID (internalid)

User-facing identity

Item Name/Number (itemid). Display Name/Code (displayname) can supply the FSM Mobile label

item is the common search type used by FSM to retrieve different item types. It is a search-only type, not a general record type for creating or updating items. Use the specific item record type for record API operations. For more information, see Item Search and Inventory Item.

Forms

FSM adds its item fields to the Field Service subtab of applicable item forms. Native forms and account-created custom forms present the same underlying item data. Field availability depends on the item type and form. Changing a field's label or visibility doesn't change its ID or stored meaning.

NetSuite preferred-form settings determine the default entry form. If you check Store Form with Record on a custom entry form, records created with that form retain it. NetSuite uses the stored form when you view or edit those records. The option is cleared by default for custom entry forms. For more information, see Custom Entry Form Properties.

Standard item choices in FSM Mobile use searches rather than the item's stored NetSuite form. The standard Asset tab displays information from the item linked to the asset. Selecting a NetSuite form to generate fields for a configured FSM Mobile resource is a separate mechanism. For more information, see Form Properties.

Record Relationships

Most service relationships are stored on records that reference the item rather than on the item itself.

Related Record

Relationship and Field ID

Purpose

Asset

Asset Item (custrecord_nx_asset_item) references one item. Several assets can reference that item.

Identifies the product represented by the equipment. The supplied Asset Item selector filters for Field Service Asset items. This field is also a native custom-record parent link, allowing related assets to appear beneath the item.

Field Service Project Type

Item Field Service Project Type (custitem_nx_project_type) references customrecord_nx_project_type.

Supplies the classification for a project requested when a new asset is created. It doesn't reference an individual project.

Project created for an asset

Project Field Service Asset (custentity_nx_asset) references the asset.

Holds the resulting service or warranty relationship. The item supplies setup, and the project stores its own type, dates, and asset link.

Consumable

Consumable Item (custrecord_nx_consitem) references the item. Task (custrecord_nx_constask) and Asset (custrecord_nx_consasset) are separate fields on the consumable.

Records usage for a service visit. Quantity and stock selections belong to the usage record.

Field Service Task Type

Task Type Service Time Item (custrecord_nx_task_type_time_service) references a service item.

Identifies the service used for automatic time entries for that task type.

Time Bill

Native Service Item (item) references the item on the time bill.

Identifies the service represented by the recorded hours.

Sales and stock transactions

Native Item (item) on the transaction's Items sublist references the item. The write path is item.item.

Identifies what is quoted, sold, fulfilled, transferred, or received. FSM line Asset (custcol_nx_asset), Task (custcol_nx_task), and Consumable (custcol_nx_consumable) references are separate relationships where applicable.

Kit member items

A kit's native member definitions identify component items and quantities. Item searches expose these through memberitem and memberquantity.

Supplies the component relationships used by the FSM Mobile Sales Order Kit choices. A member relationship doesn't establish available component stock.

An asset's reference to an item doesn't place the item in the asset hierarchy. The asset's Parent (parent) field defines that hierarchy. See FSM Asset Record.

An account-created link to an item doesn't automatically add the linked record to FSM Mobile, inheritance, history, reports, or synchronization. Those capabilities require their own supported configuration and behavior.

FSM Fields

FSM supplies the following four custom item fields for eligibility and setup. These field values don't indicate whether processing is running or complete.

Field

Field ID

Meaning

Supplied Initial Value

Field Service Asset

custitem_nx_asset

Identifies serviceable equipment eligible for asset processing from sales-order item fulfillments. It is a checkbox, not a link to an existing asset.

Unchecked

Field Service Show On Mobile

custitem_nx_show_on_mobile

Makes the item eligible for FSM Mobile searches that use this checkbox. Other search, stock, location, and feature conditions still determine availability.

Unchecked

Field Service Project Type

custitem_nx_project_type

Selects the Field Service Project Type that the standard project lookup uses when an asset is created. The field supports warranty setup and is not limited to a type named Warranty.

No supplied selection

Field Service Project Duration

custitem_nx_project_duration

In the standard field definition, specifies the project duration as an integer number of months.

No supplied value

The supplied field definitions specify these initial values. A form, import, integration, or account customization can supply different values.

The two checkboxes are independent. An equipment item can qualify for asset processing without being offered in FSM Mobile. Making an item available in FSM Mobile doesn't request asset creation.

Item-Type Applicability

The following table shows which item types include each FSM field. Field availability doesn't establish support for every operation in FSM Mobile.

NetSuite Item Type

Field Service Asset, Project Type, and Project Duration

Field Service Show On Mobile

Inventory, including serialized and lot-numbered variants

Applies

Applies

Assembly, including serialized and lot-numbered variants

Applies

Applies

Non-inventory

Applies

Applies

Service

Doesn't apply

Applies

Other Charge

Doesn't apply

Applies

Item Group

Doesn't apply

Applies

Kit/Package

Doesn't apply

Applies

For types with purchase, sale, or resale variants, field applicability doesn't establish transaction support for every variant. Supported item types differ between Consumables, Sales Order, Quote, and stock-transfer workflows. See the applicable feature and configuration topics.

Consumables support inventory usage and, through additional option searches, noninventory, service, and other charge items for sale or resale. Kit/Package and purchase-only variants are unsupported on that tab. Item groups have partial support. A group entry doesn't specify separate bins, serial numbers, or lot numbers for every component. The Sales Order tab provides a separate kit path and has its own item-type and editing limits. The quote capability is intended for noninventory items. See Limitations and Constraints, Limitations and Constraints, and FSM Mobile Quote Management.

Native Item Data Used by FSM

FSM also reads the following native data. Search identifiers are identified where they differ from editable record fields.

Field or Data

Field ID or Search Identifier

FSM Use

Item Name/Number and Display Name/Code

itemid, displayname. Item search also exposes name

Identifies and labels choices. Shared inventory choices use Display Name when present, otherwise the search Name.

Item type

Search type, including InvtPart, Assembly, and Service

Distinguishes inventory stock, assemblies, and services in searches. These values are not record API IDs.

Inactive

isinactive

Excludes inactive items from standard item choices in FSM Mobile.

Serialized or lot-numbered item

isserialitem, islotitem

Distinguishes numbered stock when the corresponding NetSuite features are enabled. Individual numbers and quantities are separate inventory data.

Use Bins

usebins

Used in inventory searches and assignments that depend on bins. Location bin settings also matter.

Can Be Fulfilled/Received

isfulfillable

Supplies the item's fulfillment eligibility to transaction processing. It doesn't establish available stock or successful fulfillment.

Base Price

baseprice

Supplies service-item pricing data used by time bill processing. Customer pricing, price levels, and account preferences can affect the resulting rate.

Sales Description

salesdescription

Supplies the description in the shared Quote and Order item list.

Minimum Quantity

minimumquantity

Supplies the minimum quantity in the shared orderable list. The list uses 1 when Minimum Quantity is empty. This minimum doesn't apply to every FSM quantity field.

Item description

Joined item search description

Supplies the standard FSM Mobile Asset tab's read-only description through Asset Item.

Item thumbnail and image

storedisplaythumbnail, storedisplayimage

Supply the standard FSM Mobile Asset image through Asset Item, with thumbnail preferred when present.

UPC Code

upccode

Supplies barcode text where inventory option data includes it. The standard mappings use UPC Code when that field has a value. If UPC Code is empty, the mappings use Item Name/Number.

Inventory availability is associated with the relevant stock dimensions. Standard searches can read quantityavailable, locationquantityavailable, or quantities through inventory-number and bin joins. An overall item quantity is not proof of availability at a technician's location, bin, lot, or serial number. See Inventory Section in FSM Mobile.

Creation and Update Sources

Item maintenance and service transactions affect different records.

Source

Effect

NetSuite item entry

Creates or edits the appropriate native item type and its applicable FSM fields. Form and native item requirements apply.

Item setup for asset and project processing

Saves eligibility and project setup on the item. Related processing creates or updates assets and can request a project. It doesn't turn the item into either record.

FSM Mobile

Reads item choices and item-derived information. Standard service tabs save usage, time, or transaction records rather than create or edit the item master.

Inventory transactions

Change stock associated with the item and its inventory dimensions. Item quantities update in FSM Mobile after changes are saved in NetSuite and FSM Mobile is refreshed.

Used by FSM Features

The following topics describe selection rules, lifecycles, pricing, and processing outcomes.

Feature

Item Use

FSM Asset Processing from Item Fulfillments

Reads Field Service Asset to identify equipment for asset creation or update.

Projects Created in Response to Asset Creation

Reads Project Type and duration from the new asset's item.

FSM Consumable Processing

Uses the consumed item, quantity, and stock context for sales-order and fulfillment processing.

FSM Billing Rules

Uses the item with related task and usage/time data to determine billability and applicable pricing. Billing Rule belongs to the task, not the item.

FSM Service Time Tracking

Uses the task type's Service Time Item for automatic time bills. Manual time-entry choices use active service items with Field Service Show On Mobile checked.

FSM Mobile Sales Order Management

Uses shared item and inventory data for order lines and eligible fulfillment.

FSM Mobile Quote Management

Uses the shared orderable list for quotes. The supported quote scope is noninventory. A visible inventory choice doesn't extend that scope.

FSM Mobile Stock Transfers

Uses item data and stock context for requests, returns, and receiving. Order choices and available stock are separate facts.

Record Constraints and Data Requirements

None of the four supplied FSM item custom fields is required in its field definition. A specific form or feature can require values for its own operation. Field applicability, item validity, visibility in FSM Mobile, and processing eligibility are separate checks.

Service-time setup uses service items for sale or resale with a base price. See Associating Field Service Task Types With Activity Types. That requirement doesn't make Service Item or Base Price required on every item type.

None of the four FSM item fields indicates processing completion. Checking Field Service Asset or Field Service Show On Mobile doesn't establish that processing produced an asset, project, usage transaction, or fulfillment. Saving the item or completing a script execution doesn't confirm these outcomes either.

Additional Information

Related Topics

General Notices