Sales Order Tab Considerations in FSM Mobile
Here are a some things to keep in mind, including some limitations, when using the sales order tab.
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FSM doesn't support errors resulting from modifying or disabling the
readonlyproperty in the article map of the mobilesalesordertab. -
The items you can select in the sales order tab's
itemelement are controlled by searches in theconsumablepart of theinventorysection in theroutes/mobileconfiguration. Only experienced users should change this. -
The
optionsproperty on theitemelement points to theconsumablecomponent on the inventory section of the configuration. You shouldn't change this unless you're sure of the impact. -
Don't copy or duplicate the sales order tab in your configuration. Since it runs core product code, only the original tab will work properly. Handle multiple use cases by configuring the single sales order tab provided.
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Only one person should create or update a sales order on a task. It's best to have only one assignee creating or editing the sales order. You can let each task assignee create a sales order, but this is usually not ideal.
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Make sure all inventory for the job is transferred to the van of the technician processing the sales order.
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The sales order tab is the only way to consume inventory on project tasks.
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By default, each sales order line uses the asset set on the task. For multi-asset jobs, lines default to the parent asset, so tracking profit by child asset isn't supported unless you reconfigure the line to let technicians select the asset. But this isn't a great experience for technicians, so it's better to use the consumables or inventory tab for multi-asset jobs.
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The sales order tab isn't meant for editing lines from existing sales orders. It's only for creating sales orders or adding new lines.
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The sales order tab doesn't support partial fulfillment of lines.
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You can configure the sales order tab to show price levels, but it's not meant to support custom price levels or to show rates at the line level.
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If you show price levels on the sales order on mobile, it overrides any default NetSuite behaviors such as customer-level custom pricing.
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You can't hide item lines on the sales order from the mobile UI. If you try, the hidden lines are usually removed from the sales order. Don't try to do this using the article
filterssection.