Setting Up NetSuite for Field Service Management

In most cases, the NetSuite partner or technical consultant completes the NetSuite setup for FSM.

When setting up FSM, ensure that your NetSuite account has the following:

• A chart of accounts and the appropriate inventory variance account. For more information, see General Ledger Accounts for Fixed Assets Management.

• Open accounting and tax periods, including future periods required for testing. For more information, see Accounting Period Management.

• The required tax schedules and tax setup. For more information, see Creating Tax Schedules

• Subsidiaries, currencies, and tax setup for each scenario that you plan to test.

The leading practice during initial implementation is to create and configure records that cover your intended use cases and test accordingly. Refer to the following topics:

• Setting Up Locations and Inventory Structure

• Setting Up Items for Field Service Management

General Notices