Compatibility with NetSuite Features
This section describes the various compatibility and support levels of Field Service Management (FSM) in relation to its functionality with NetSuite features.
For more information about NetSuite features, see Enabling Features.
Compatibility
A NetSuite Feature is considered compatible with Field Service Management (FSM) if it can be enabled without causing errors in NetSuite or Field Service Management.
|
Compatibility |
Description |
|---|---|
|
Required |
The NetSuite feature is required for Field Service Management to function. |
|
Optional |
The NetSuite feature is not required for Field Service Management to function. This means FSM will work properly, with or without this featured enabled. |
|
Incompatible |
The NetSuite feature is not compatible with Field Service Management. If enabled, this feature will cause errors in FSM or, installing FSM on an account with this feature enabled will cause the feature to not work as expected. |
|
Not tested |
The NetSuite feature has not been tested alongside Field Service Management. The feature may or may not work properly with FSM. |
Support Levels
Field Service Management (FSM) support levels describe how NetSuite feature behavior is applied to FSM features.
|
Support Level |
Description |
|---|---|
|
Full |
The NetSuite feature behavior is applied to all FSM features. |
|
Partial |
The NetSuite feature has some behaviors applied to FSM features. |
|
None |
The NetSuite feature has not been integrated into FSM features. |
|
Not applicable |
The NetSuite feature has no interaction with FSM features. |
The following tables list the compatibility and support levels of Field Service Management (FSM) with NetSuite features and project management preferences.
Company Features
For more information about company features, see General Company Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Subsidiaries |
Optional |
Full |
|
Departments |
Optional |
Full |
|
Locations |
Optional |
Full |
|
Classes |
Optional |
Full |
|
Projects |
Required |
Full |
|
Project Management |
Optional |
Full |
|
Planned work |
Optional |
Full |
|
Advanced Project Profitability |
Not tested |
None |
|
Activity Codes |
Optional |
None |
|
Multiple Units of Measure |
Optional |
None |
|
Use Deletion Reason |
Optional |
None |
|
Multi-Subsidiary Customer |
Optional |
Full |
|
Advanced Numbering |
Optional |
None |
|
Multi-Language |
Optional |
None |
|
Multiple Currencies |
Optional |
Full |
|
Currency Exchange Rate Integration |
Not tested |
Not applicable |
|
Worldwide Support for Phone Number Formatting |
Not tested |
Not applicable |
|
Inline Editing |
Optional |
Full |
|
File Cabinet |
Required |
Full |
|
Enhanced File Security |
Optional |
None |
|
Duplicate Detection & Merge |
Optional |
Not applicable |
|
IP Address Rules |
Not tested |
Not applicable |
|
Mobile Push Notification |
Not tested |
None |
Accounting Features
For more information about accounting features, see Accounting Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Accounting |
Required |
Full |
|
A/R (Accounts Receivable) |
Required |
Full |
|
A/P (Accounts Payable) |
Required |
Full |
|
Accounting Periods |
Required |
Full |
|
GL Audit Numbering |
Not tested |
None |
|
Intercompany Time and Expense |
Optional |
Partial |
|
Automated Intercompany Management |
Not tested |
Not applicable |
|
Automated Intercompany Drop Ship |
Not tested |
Not applicable |
|
Intercompany Framework |
Not tested |
Not applicable |
|
Consolidated Payments |
Not tested |
Not applicable |
|
In-Transit Payments |
Not tested |
Not applicable |
|
Vendor Prepayments |
Not tested |
Not applicable |
|
Multiple Calendars |
Not tested |
Not applicable |
|
Foreign Currency Variance Mapping |
Not tested |
Not applicable |
|
Installments |
Not tested |
Not applicable |
|
Period End Journal Entries |
Not tested |
Not applicable |
|
Balancing Segments |
Not tested |
Not applicable |
|
Adjustment-Only Books |
Not tested |
Not applicable |
|
Extended Accounting Period Close Process |
Not tested |
Not applicable |
Tax Features
For more information about tax features, see Tax Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Advanced Taxes |
Optional |
Not applicable |
|
EU One Stop Shop |
Not tested |
Not applicable |
|
SuiteTax |
Not tested |
Not applicable |
Transaction Features
For more information about transaction features, see Transaction-Related Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Estimates |
Required |
Full |
|
Sales Orders |
Required |
Full |
|
Return Authorizations |
Optional |
None |
|
Purchase Orders |
Optional |
None |
|
Vendor Return Authorizations |
Optional |
None |
|
Multiple Prices |
Optional |
Partial |
|
Quantity Pricing |
Optional |
Partial |
|
Gross Profit |
Optional |
Not applicable |
|
Promotion Codes |
Not tested |
None |
|
SuitePromotions |
Not tested |
None |
|
Auto-Apply Promotions |
Not tested |
None |
|
Required Deposit Workflow |
Not tested |
None |
|
Automatic Location Assignment |
Not tested |
None |
|
Advanced Shipping |
Optional |
Full |
|
Fulfillment Request |
Optional |
None |
|
Store Pickup |
Not tested |
None |
|
Shipping Label Integration |
Not tested |
Not applicable |
|
Advanced Receiving |
Optional |
None |
|
Multiple Shipping Routes |
Not tested |
Not applicable |
|
Inbound Shipping Management |
Optional |
Not applicable |
|
Bill Costs to Customers |
Optional |
Full |
|
Advanced Billing |
Optional |
None |
|
Charge-Based Billing |
Optional |
None |
|
Billing Operations |
Optional |
None |
|
Invoice Groups |
Not tested |
None |
|
Credit Card Payments |
Not tested |
None |
|
Credit Card Soft Descriptors |
Not tested |
None |
|
PayPal Integration |
Not tested |
None |
|
Payment Instruments |
Optional |
None |
|
Payment Link |
Optional |
None |
Items and Inventory Features
For more information about items and inventory features, see Items and Inventory Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Drop Shipments & Special Orders |
Optional |
Partial |
|
Multiple Vendors |
Optional |
None |
|
Gift Certificates |
Not tested |
Not applicable |
|
Merchandise Hierarchy |
Not tested |
Not applicable |
|
Personalized Catalog Views |
Not tested |
Not applicable |
|
Inventory |
Optional |
Full |
|
Multi-Location Inventory |
Optional |
Full |
|
Bin Management |
Optional |
Full |
|
Supply Allocation |
Not tested |
None |
|
Sales Channel Allocation |
Not tested |
Not applicable |
|
Standard Costing |
Optional |
Not applicable |
|
Group Average Costing |
Optional |
Not applicable |
|
Intercompany Cross-Subsidiary Fulfillment |
Not tested |
Full |
|
Centralized Purchasing and Billing |
Not tested |
None |
Employee Features
For more information about employee features, see Employee and Payroll Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Paycheck Journal |
Not tested |
Not applicable |
|
Expense Reports |
Optional |
Full |
|
Approval Routing |
Optional |
None |
|
Per-Employee Billing Rates |
Optional |
Full |
|
Billing Rate Cards |
Optional |
None |
|
Purchase Requests |
Not tested |
None |
|
Time Tracking |
Required |
Full |
|
Weekly Timesheets |
Optional |
None |
|
New Weekly Timesheets Interface |
Optional |
None |
|
Time Tracking for CRM |
Required |
Full |
|
Global Permissions |
Not tested |
Full |
|
Advanced Employee Permissions |
Incompatible |
None |
CRM Features
For more information about CRM features, see CRM and SFA Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Customer Relationship Management |
Required |
Full |
|
Sales Force Automation |
Required |
Full |
|
Customer Support and Service |
Required |
Full |
|
Marketing Automation |
Not tested |
Not applicable |
|
Opportunities |
Optional |
None |
|
Lead Conversion |
Optional |
Not applicable |
|
Advanced Forecasting |
Optional |
Not applicable |
|
Team Selling |
Not tested |
Full |
|
Historical Metrics |
Not tested |
None |
|
Email Case Capture |
Optional |
None |
|
Automated Case Escalation |
Optional |
None |
|
Issue Management |
Optional |
None |
|
Knowledge Base |
Optional |
None |
|
Help Desk |
Not tested |
Not applicable |
|
Online Forms |
Optional |
Not applicable |
|
Mail Merge |
Optional |
Not applicable |
|
CRM Template Categories |
Not tested |
None |
|
Capture Email Replies |
Optional |
None |
|
Subscription Categories |
Not tested |
Not applicable |
|
Upsell Manager |
Optional |
Not applicable |
|
Sales Campaigns |
Not tested |
Not applicable |
|
Partner Relationship Management |
Optional |
None |
|
Multi-Partner Management |
Not tested |
None |
Analytics Features
For more information about analytics features, see Analytics Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
KPI Scorecards |
Optional |
Partial |
|
Tableau®Workbook Export |
Not tested |
Not applicable |
|
SuiteAnalytics Workbook |
Optional |
Not applicable |
|
Cached Data in Datasets |
Not tested |
Not applicable |
Web Presence Features
For more information about web presence features, see Commerce Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Website |
Optional |
Not applicable |
|
Descriptive URLs |
Not tested |
Not applicable |
|
URL Component Aliases |
Not tested |
Not applicable |
|
Web Site Duplicate Email Management |
Not tested |
Not applicable |
|
Document Publishing |
Optional |
Not applicable |
|
Intranet |
Optional |
Not applicable |
|
Customer Access |
Optional |
None |
|
Online Ordering |
Not tested |
Not applicable |
|
Vendor Access |
Optional |
None |
|
Partner Access |
Optional |
None |
|
Advanced Partner Access |
Not tested |
None |
SuiteCloud Features
For more information about SuiteCloud features, see SuiteCloud Features.
|
Feature |
Compatibility |
Support Level |
|---|---|---|
|
Item Options |
Optional |
None |
|
Custom Records |
Required |
Full |
|
Advanced PDF/HTML Templates |
Required |
Full |
|
Remove Personal Information |
Not tested |
None |
|
Client SuiteScript |
Required |
Full |
|
Server SuiteScript |
Required |
Full |
|
SuiteFlow |
Optional |
None |
|
Custom GL Lines |
Optionl |
None |
|
Custom Transactions |
Optional |
None |
|
Custom Segments |
Optional |
None |
|
Create Bundles with SuiteBundler |
Optional |
Not applicable |
|
SOAP Web Services |
Optional |
Not applicable |
|
REST Web Services |
Optional |
Not applicable |
|
SuiteSignOn |
Optional |
None |
|
Open ID Connect (OIDC) Single Sign-On |
Not tested |
None |
|
SAML Single Sign-on |
Not tested |
None |
|
Token-based Authentication |
Optional |
Not applicable |
|
Disable HMAC-SHA1 for Token-based Authentication |
Not tested |
Not applicable |
|
OAuth 2.0 |
Optional |
Not applicable |
|
NetSuite as OIDC Provider |
Not tested |
Not applicable |
|
Telephony Integration |
Not tested |
Not applicable |
|
SuiteCloud Development Framework |
Optional |
Not applicable |
|
Copy to Account |
Optional |
Not applicable |
|
SuiteApp Control Center |
Optional |
Not applicable |
Project Consolidation Preference
For more information about the project consolidation preference, see Using the Project Consolidation Preference.
|
Preference |
Compatibility |
Support Level |
|---|---|---|
|
Consolidate Projects on Sales Transactions |
Optional |
Full |