Configuring Item Records for Field Service Management

In Field Service Management (FSM), item records represent the parts, labor, charges, and equipment used for field service work. For inventory items, warehouse and van locations determine the available quantity and inventory details.

To make an inventory item available in FSM Mobile, configure the item for the applicable mobile workflow and make sure stock is available at the technician's assigned inventory location.

Field Service Fields on Item Records

On the Field Service subtab of an item record, use the following boxes to control mobile availability and asset creation:

Field Service Asset - Check this box when fulfillment must create an FSM asset for the item. To track each unit individually, use a serialized item.
Field Service Show on Mobile - Check this box when an item must appear on the FSM Mobile Quote or Order tabs.

Use the following recommendations to decide when to check or clear the Field Service boxes. Confirm each selection against your configured FSM workflow.

Use Case	Recommended NetSuite Item Type	Field Service Show on Mobile	Field Service Asset	Rationale and Configuration Notes
A replacement part or consumable that a technician uses during service	Inventory item Lot numbered inventory Serialized inventory item	Check when the item must appear on the FSM Mobile quote or order tabs.	Usually clear	Select a Lot Numbered Inventory Item or Serialized Inventory Item when lot or serial number tracking is required. For consumables, confirm that the configured consumable search includes the item and that stock is available at the technician's assigned inventory location. The technician records the part or consumable used during the visit.
Labor	Service item for sale or resale	Check only when the configured mobile workflow requires technician selection.	Clear	Labor doesn't represent separately serviceable installed equipment.
Callout charge or other fixed charge	Other Charge for sale or for resale	Check only when the configured mobile workflow requires technician selection.	Clear	The charge doesn't represent separately serviceable installed equipment.
Serialized equipment installed for a customer and maintained over time.	Serialized inventory item Serialized assembly item	Usually clear	Check	Select a serialized assembly item when the equipment is built from components. The item represents equipment that becomes an FSM asset after fulfillment.
Equipment supplied through warehouse fulfillment and tracked as an asset	Serialized inventory item Serialized assembly item	Clear	Check when fulfillment must create an FSM asset	Select the applicable item type based on whether the equipment is purchased or built. The fulfillment workflow and asset creation settings control whether an FSM asset is created.
Material purchased for internal use	Non-inventory item for purchase	Clear	Clear	The item is not a field consumable or installed serviceable asset.
Externally purchased service	Service item for purchase	Clear	Clear	The item represents a purchased service, not technician labor selected in FSM Mobile.
Fee purchased from a supplier	Other charge for purchase	Clear	Clear	The item represents a purchased charge, not a field consumable.
Discount, payment, description, or subtotal	Use the corresponding Discount, Payment, Description, or Subtotal item type.	Clear	Clear	The item does not represent inventory, an FSM Mobile selection, or an installed, serviceable asset.

Use Case

Recommended NetSuite Item Type

Field Service Show on Mobile

Field Service Asset

Rationale and Configuration Notes

A replacement part or consumable that a technician uses during service

Inventory item

Lot numbered inventory

Serialized inventory item

Check when the item must appear on the FSM Mobile quote or order tabs.

Usually clear

Select a Lot Numbered Inventory Item or Serialized Inventory Item when lot or serial number tracking is required.

For consumables, confirm that the configured consumable search includes the item and that stock is available at the technician's assigned inventory location. The technician records the part or consumable used during the visit.

Labor

Service item for sale or resale

Check only when the configured mobile workflow requires technician selection.

Clear

Labor doesn't represent separately serviceable installed equipment.

Callout charge or other fixed charge

Other Charge for sale or for resale

Check only when the configured mobile workflow requires technician selection.

Clear

The charge doesn't represent separately serviceable installed equipment.

Serialized equipment installed for a customer and maintained over time.

Serialized inventory item

Serialized assembly item

Usually clear

Check

Select a serialized assembly item when the equipment is built from components. The item represents equipment that becomes an FSM asset after fulfillment.

Equipment supplied through warehouse fulfillment and tracked as an asset

Serialized inventory item

Serialized assembly item

Clear

Check when fulfillment must create an FSM asset

Select the applicable item type based on whether the equipment is purchased or built. The fulfillment workflow and asset creation settings control whether an FSM asset is created.

Material purchased for internal use

Non-inventory item for purchase

Clear

The item is not a field consumable or installed serviceable asset.

Externally purchased service

Service item for purchase

Clear

The item represents a purchased service, not technician labor selected in FSM Mobile.

Fee purchased from a supplier

Other charge for purchase

Clear

The item represents a purchased charge, not a field consumable.

Discount, payment, description, or subtotal

Use the corresponding Discount, Payment, Description, or Subtotal item type.

Clear

The item does not represent inventory, an FSM Mobile selection, or an installed, serviceable asset.

Field Service Fields on Item Records

Related Topics