Compatibility of NetSuite Features with Field Service

Learn how NetSuite features interact with Field Service Management, including compatibility and support levels for various company features.

·3 min read·5 views·View Oracle Docs

TL;DR

NetSuite features can have different compatibility levels with Field Service Management (FSM). Understanding these relationships is crucial for Administrators to ensure proper functionality without causing errors.

Compatibility Levels

NetSuite categorizes feature compatibility with FSM into four main classifications:

  • Required: The feature must be enabled for FSM to work correctly.
  • Optional: FSM operates independently of this feature; it can be enabled or disabled without affecting FSM's functionality.
  • Incompatible: This feature, if enabled, will result in errors in FSM or prevent functionality.
  • Not Tested: The feature's behavior with FSM is unknown as it hasn't been tested.

Support Levels

Support levels indicate how the behavior of NetSuite features applies to FSM:

  • Full: The behavior applies fully to all FSM features.
  • Partial: Only some behaviors affect FSM features.
  • None: No integration; the feature does not impact FSM.
  • Not Applicable: The feature does not interact with FSM.

Company Features Compatibility

The following table outlines various company features and their compatibility support levels with FSM:

FeatureCompatibilitySupport Level
SubsidiariesOptionalFull
DepartmentsOptionalFull
LocationsOptionalFull
ClassesOptionalFull
ProjectsRequiredFull
Project ManagementOptionalFull
Planned workOptionalFull
Job Costing and Project BudgetingOptionalPartial
Advanced Project ProfitabilityNot testedNone
Activity CodesOptionalNone
Advanced Project BudgetsNot testedNone
Multiple Units of MeasureOptionalNone
Use Deletion ReasonOptionalNone
Multi-Subsidiary CustomerOptionalFull
Advanced NumberingOptionalNone
Resource AllocationOptionalPartial
Multi-LanguageOptionalNone
Multiple CurrenciesOptionalFull
Inline EditingOptionalFull
File CabinetRequiredFull
Enhanced File SecurityOptionalNone
IP Address RulesNot testedNot applicable
Mobile Push NotificationNot testedNone

This information is crucial for ensuring that your configurations do not conflict, leading to a smoother operational experience with FSM.

Who This Affects

  • Administrators: Responsible for enabling and configuring features.
  • Developers: May need to consider feature compatibility during development.
  • Field Service Management Users: Could experience functionality issues based on feature configurations.

Key Takeaways

  • Understanding feature compatibility with Field Service Management is key to avoiding errors.
  • Different levels of support indicate how features will behave in relation to FSM.
  • Keep track of which features are required, optional, or incompatible when configuring your setup.

Source: This article is based on Oracle's official NetSuite documentation.

Frequently Asked Questions (4)

Does feature compatibility in NetSuite 2026.1 apply to all NetSuite editions?
The article does not specify whether feature compatibility with Field Service Management in NetSuite 2026.1 applies to all editions. It's advisable to consult detailed release notes or NetSuite support for specific edition applicability.
What happens if I enable an 'Incompatible' feature with Field Service Management?
Enabling an 'Incompatible' feature with Field Service Management will lead to errors, causing unexpected behavior. It's crucial to avoid activating these features to maintain system stability.
How can I determine if a feature is required for FSM in NetSuite 2026.1?
Features marked as 'Required' are essential for the proper functioning of Field Service Management, meaning enabling them is mandatory to ensure smooth operations.
What should I do if a feature is marked as 'Not Tested' with FSM?
If a feature is marked as 'Not Tested' with FSM, proceed with caution as its functionality may be inconsistent. Consider testing thoroughly in a sandbox environment before enabling it in production.

Weekly Update History (1)

Field Service Managementupdated

Updated Employee Features under Compatibility with NetSuite Features to remove support for Time Tracking for CRM.

View Oracle Docs
Source: Compatibility Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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