Field Service Management Required Features and Preferences
To set up Field Service Management, you need to ensure that the features on the table are enabled. For features that are optional, refer to the Notes column to determine if you need to enable the feature in your NetSuite.
|
Feature |
Enable Features Subtab |
Required? |
Notes |
|---|---|---|---|
|
Departments |
Company |
Optional |
Enable this feature if inventory is managed as stock. |
|
Locations |
Company |
Optional |
Enable this feature if inventory is managed as stock. |
|
Projects |
Company |
Yes |
Enable this feature if profitability needs to be viewed in detail. |
|
Project Management |
Company |
Optional |
. |
|
Job Costing and Project Budgeting |
Company |
Optional |
. |
|
Enhanced File Security |
Company |
Yes |
Important:
Disable this feature if you are using Expense Reports. |
|
File Cabinet |
Company |
Yes |
Used for any file access on mobile. |
|
Accounting |
Accounting |
Yes |
. |
|
A/R |
Accounting |
Yes |
. |
|
A/P |
Accounting |
Yes |
. |
|
Accounting Periods |
Accounting |
Yes |
. |
|
Intercompany Time and Expenses |
Accounting |
Optional |
Enable this feature if you have multiple subsidiaries in NetSuite and your users work across subsidiaries. |
|
Estimates |
Transactions |
Yes |
. |
|
Sales Orders |
Transactions |
Yes |
. |
|
Bill Costs to Customers |
Transactions |
Optional |
Enable this feature if you pass expenses, labor, or vendor costs to customers. |
|
Inventory |
Items & Inventory |
Optional |
Enable this feature if parts or stock are stored in warehouses. |
|
Bin Management |
Items & Inventory |
Optional |
Enable this feature if you use bins. |
|
Multi-Location Inventory |
Items & Inventory |
Optional |
Enable this when tracking warehouse or van inventory. |
|
Expense Reports |
Employees |
Optional |
. |
|
Time Tracking |
Employees |
Yes |
. |
|
Weekly Timesheets |
Employees |
Optional |
. |
|
Time Tracking for CRM |
Employees |
Yes |
. |
|
Customer Relationship Management |
CRM |
Yes |
. |
|
Customer Support and Service |
CRM |
Yes |
. |
|
Sales Force Automation |
CRM |
Yes |
. |
|
Advanced PDF/HTML Templates |
SuiteCloud |
Yes |
. |
Required Preferences
In Home > Set Preferences, check Show Internal IDs under the Defaults section in General.