Getting Started
Make sure Field Service Management (Bundle ID: 570821) has installed successfully and the license is correct for the account. Get familiar with the Implementation Guide and how Field Service works with NetSuite before you set up or configure an account.
For more information about installing SuiteApps, see Installing a Bundle.
Setup
Project, Case, and Task Types are used to look up rules for Billing, Notifications, Programs, and Mobile content. Regions are used to link Employees and Assets to a geographical area. Create the required records and find their internal IDs.
|
Record |
ID |
Example |
|---|---|---|
|
Project Type |
|
Warranty |
|
Case Type |
|
Service |
|
Task Type |
|
Visit |
|
Billing Type |
|
– |
|
Region |
|
Victoria |
Configuration
Configuration contains JSON that merges with the application code at runtime to overwrite or extend the default configuration. The application's features are in code modules, each with a unique ID. To configure a specific module, add an object to the Configuration using the Module ID.
For example,
{
"routes/mobile": {}
}
Modules are organized by their function. Views manage elements of the user interface like custom sublists or buttons. Models manage data sourcing, validation, and events for records. Routes are Web Servers for apps or services. Utility and Core modules are libraries and usually aren't configurable. Check the module documentation to see which properties you can configure.
You configure all other features directly from the utilities/config module, without using the Module ID.
For example,
{
"accounting": {}
}
For more information, see Configuration.
Data Migration
|
Record |
ID |
CSV Template |
|---|---|---|
|
Asset |
|
– |
|
Work Calendar |
|
– |
|
Non Working Days |
|
– |