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Configure Field Service for NetSuite

Before users can run the Field Service app in Mobile Client, you must configure settings in Advanced Inventory Platform Manager and NetSuite. We recommend configuring and testing the app in the development environment prior to promoting the app to a production environment. These configuration steps are required in any environment running Field Service.

Prerequisite: Install Field Service for NetSuite.

To configure Field Service, complete the following procedures.

In Platform Manager, assign values to the NetSuite Authentication configuration elements.
- For details about each NetSuite Authentication configuration element, refer to NetSuite Authentication configuration elements.
- For steps to assign values, refer to Assign values to a configuration element for a user or organization.
Step Information

Note:If your organization has already installed another Advanced Inventory app that integrates with NetSuite, the NetSuite Authentication configuration elements are already defined. All Advanced Inventory apps rely on the same configuration elements to integrate with NetSuite.
In Platform Manager, assign values to the Field Service configuration elements.
- For details about each Field Service configuration element, refer to Field Service configuration elements.
- For steps to assign values, refer to Assign values to a configuration element for a user or organization.
In Platform Manager, assign values to the replication configuration elements.
- For details about each replication configuration element, refer to Database replication configuration elements.
- For steps to assign values, refer to Assign values to a configuration element for a user or organization.
In NetSuite, configure the required settings for NetSuite projects and cases as associated with Field Service. Refer to Field Service project settings in NetSuite or Field Service case settings in NetSuite.
In Platform Manager, in Application Studio, promote the following apps to the development environment. Refer to Promote an app.
1. zNS_DSI_RPL_BUILD_VIEW
2. MA_OTHER_TABLES
3. MA_CLOUD_VIEWS
4. MA_CREATE_NYE_CODES
In Mobile Client, in the development environment, run the following apps in the following order.
1. zNS_DSI_RPL_BUILD_VIEW
  
  Step Information
  
  Important:When running this app, register the view VIEW_LASTREPLICATED_DATE. This action selects all applicable columns as primary keys.
2. MA_OTHER_TABLES
3. MA_CLOUD_VIEWS
  
  Step Information
  
  Important:When running this app, register all applicable views. Ensure that you select the appropriate primary keys for all views you register.
In Platform Manager, in Application Studio, promote the SERVICEORD app to the development environment. Refer to Promote an app.
In Platform Manager, in Application Studio, promote the PROC_OFF_A app to the development environment. Refer to Promote an app.
In Platform Manager, in Application Studio, promote the following apps to the development environment. Refer to Promote an app.
1. NS_DSI_RPL_CODES
2. NS_DSI_RPL_CUSTOMERS
3. NS_DSI_RPL_EMPLOYEES
4. NS_DSI_RPL_ITEMS
5. NS_DSI_RPL_LOCATIONS
6. NS_DSI_RPL_LOTS_SERIALS
7. NS_DSI_RPL_SERVICEORDERS
8. NS_DSI_RPL_SVCSITEADDRESS
If your solution includes the app SCHEDULING_APP, in Platform Manager, in Application Studio, promote that app to the development environment. Refer to Promote an app.
In Platform Manager, set the NS_REPLICATE_FIRSTTIME configuration element value to "1". Refer to Assign values to a configuration element for a user or organization.

Step Information

Important:Only set this value to 1 during the first time you run the replication apps.
In Mobile Client, run the 11 AIM replication apps in the following sequence. Refer to Database replication AIM apps.
1. NS_DSI_RPL_CODES - Netsuite Replicate Codes
2. NS_DSI_RPL_LOCATIONS - Netsuite Replicate Locations/Business Units
3. NS_DSI_RPL_BINS - Netsuite Replicate Bins (Locations)
4. NS_DSI_RPL_LOTS_SERIALS - Netsuite Replicate Lots/Serials
5. NS_DSI_RPL_ITEMS - Netsuite Replicate Items
6. NS_DSI_RPL_ONHAND - Netsuite Replicate OnHand
7. NS_DSI_RPL_CUSTOMERS - Netsuite Replicate Customers
8. NS_DSI_RPL_EMPLOYEES - NetSuite Replicate Employees
9. NS_DSI_RPL_SVCSITEADDRESS - NetSuite Replicate Field Service Customers Address
10. NS_DSI_RPL_SERVICEORDERS - Netsuite Replicate Field Serv Ord (Projects/Cases)
11. PROC_OFF_A - Process Offline Transactions (AIM)
In Mobile Client, use the MA_CREATE_NYE_CODES - Mobile Applications Create New Codes app to create required codes corresponding with specific NetSuite records. Refer to Manually create Field Service codes.
In Platform Manager, after the first time all 11 AIM replication apps run, set the NS_REPLICATE_FIRSTTIME configuration element default value to 0 for all users. Refer to Assign values to a configuration element for a user or organization.
In Platform Manager, schedule the 11 AIM replication apps to run in sequence. Refer to Configure the replication AIM apps.

Step Information

Note:Although we recommend running all 11 apps, if you know that your business does not use some of the functionality replicated by certain apps, then you do not need to schedule those specific apps to run. For example, if your organization does not use parts, then you do not need to run NS_DSI_RPL_ITEMS or NS_DSI_RPL_ONHAND. Refer to Database replication AIM apps.
Optional. If your environment requires specialized device data replication rules, configure the device rules as necessary. Refer to Edit a device data replication rule.
In Mobile Client, on each device intended to run Field Service, replicate the local database. Refer to Replicate the local database.

Postrequisite: Test the app. Refer to Manage service orders.

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Configure Field Service for NetSuite