NetSuite FSM 2026.07.1 Sandbox Testing Checklist

How to use this checklist

Oracle's FSM 2026.07.1 update lands in Production on August 11, 2026. It is already available in Sandbox accounts as of July 16. Use this checklist to work through your Sandbox environment before the Production upgrade. Tick each item, note any issues, and raise Oracle support cases before August 11 where needed.

The checklist is split into two sections: 2026.07.1 specific checks covering the changes in this release that could affect your configuration, and core FSM checks covering the standard functional areas Oracle requires you to validate before any bundle update.

Complete Sandbox testing before the Production upgrade on August 11.

Before you start

Confirm the FSM bundle in your Sandbox account is running version 2026.07.1 (Bundle ID 570821). Go to Customization, then SuiteCloud, then Installed SuiteApps to check.
Read the Oracle release notes for this version (SuiteAnswers ID 1047018) so you know which areas to prioritize.
Assign testing areas to the right people. Mobile app testing should involve an actual technician or dispatcher, not just an administrator.
Set up a simple log to record what was tested, the result, and any issues found.

Section 1: 2026.07.1 specific checks

These items target the changes introduced in this release. Work through all that apply to your configuration.

Mobile app status indicators

Log in to the FSM Mobile app as a technician in Sandbox
Verify that a status counter is visible at the top of the task list
Navigate to an individual task and confirm a task-level counter appears
Put the device in airplane mode and confirm a persistent offline banner appears at the bottom of the screen across multiple pages
Return online and confirm the banner disappears
Trigger a sync error on a record (or find one that has an existing error) and confirm the error icon is visible on that record
Use the retry option on the error record without editing the record and confirm it either clears or persists correctly
Navigate to a mobile tab and confirm the navigation bar shows the tab name and the current record's title field
Create a new draft record and confirm "Unsaved Draft" appears in the navigation bar

Task completion behavior (cancomplete)

Attempt to complete a CRM task as the assigned technician and confirm it succeeds
Attempt to complete the same CRM task as a different mobile user and confirm the Complete button is dimmed or the action is blocked
Attempt to complete a project task as a non-assigned mobile user and confirm it is permitted
If you have configured custom cancomplete expressions: verify each one behaves as expected

Mobile tab permissions (create / edit / delete)

Open your FSM Configuration and identify any readonly rules configured at the resource level
Confirm those rules have been migrated or replaced with the edit property on the relevant mobile tabs
Log in as a technician role and attempt to create, edit, and delete records on each mobile tab to confirm permissions match your intended configuration
Confirm that mobile tabs with no create, edit, or delete configuration default to allowing all three actions

nxc_now() expression migration

Check whether your FSM Configuration uses any nxc_now() expressions
If yes: locate the configuration record named "Auto Configure xxxx: Migrate nxc_now expressions" that was created automatically by the update
Open that record and review each migrated expression line by line
Pay particular attention to expressions that include checkbox conditions
Confirm date and time values in mobile expressions are formatted correctly:

Field Type	Required Format	Example
Date	YYYY-MM-DD	2026-07-14
Time	HH:mm:ss	09:30:00
Date and Time	YYYY-MM-DD HH:mm:ss	2026-07-14 09:30:00

Time tracking configuration

If you use Track Service Time: confirm the feature is still enabled and functioning via the new time.timetracking FSM configuration option
If you are enabling Track Service Time for the first time in this Sandbox: test it fully here before considering enabling it in Production

Mobile user license tracking

Open an employee record that previously had the Field Service Mobile User field and confirm the license count display has been removed
Build or verify a saved search that counts active FSM mobile users in your account
Cross-reference that count against your allotted licenses on the Billing Information page (Setup, then Company, then View Billing Information)

Custom center tabs

Open each custom FSM center tab in your Sandbox account
Confirm the audience is still set correctly for your business
Click the link to the FSM mobile view and confirm it opens
Click the link to the scheduler board and confirm it opens

Section 2: Core FSM functional checks

These are Oracle's minimum required test areas for any FSM bundle update, plus additional areas that carry risk in this release.

Work order creation and lifecycle

Create a new work order from scratch including all required and custom fields
Assign the work order to a technician through the dispatch board
Walk the work order through each status in your process and confirm transitions trigger correctly
Complete the work order and confirm inventory, cases, and invoices update as expected
Test any custom forms on work order or service task records

Resource scheduling and dispatch

Open the dispatch board and confirm all technicians load with correct territories and skills
Drag and reassign a task to a different technician
Verify unassigned task queues display correctly
Run any custom saved searches used to populate your dispatch view

FSM Mobile app core functionality

Sync the mobile app and confirm assigned tasks appear correctly
Complete a task on mobile and confirm the status reflects in NetSuite
Test offline task access if your technicians work without connectivity
Check that technician notes, photos, and attachments upload correctly
Confirm barcode scanning works correctly in the task list if used

Service reports and invoicing

Generate a service report from a completed task and confirm it renders correctly including images
Confirm service reports display correctly for customers with non-English language settings
Create an invoice from a completed work order and confirm line items, quantities, and amounts are correct

Scripts and workflows

Check the SuiteScript execution log in Sandbox for any new errors on Case, Customer, and Task records after the update
Walk through each workflow on FSM record types and confirm transitions, email actions, and field updates still fire
Test any Scheduled or Map/Reduce scripts that process FSM data

Permissions by role

Log in as a dispatcher and confirm dispatch board access and task assignment work correctly
Log in as a technician and confirm task visibility and completion work correctly
Log in as a service manager and confirm work order and report access is correct
Attempt actions each role should not be able to perform and confirm restrictions are in place

Saved searches and reporting

Run your key FSM saved searches (open work orders, unassigned tasks, technician schedules, work order history) and confirm results are accurate
Run any saved searches used in email alerts or workflows

After the Production upgrade (August 11)

Re-verify custom center tab audience settings and links in Production
Confirm the "Auto Configure xxxx: Migrate nxc_now expressions" record in Production matches what you reviewed in Sandbox
Check Bundle Message Recipients on the FSM Bundle Details page (Bundle ID 570821) and update if needed
Communicate any visible interface changes to your field team, particularly the new mobile status indicators and offline banner

If you find an issue

Document the exact steps to reproduce, the expected result, and the actual result
Log a support case with Oracle NetSuite support referencing the FSM bundle version (2026.07.1) and Bundle ID 570821
Include screenshots or screen recordings where possible
If the issue affects Production and cannot wait, identify whether a configuration change can mitigate the impact while Oracle investigates

Useful SuiteAnswers reference articles for this release:

Topic	SuiteAnswers ID
Full 2026.07.1 release notes	1047018
Heading blocks for mobile tabs	1046936
Date and time field update guidance	1047012
Enabling Track Service Time	1047002
Creating a saved search for mobile user counts	1046924
Center tab navigation after SuiteApp updates	1021215

Need help with your FSM Sandbox testing?

Working through a bundle update takes time, and not every team has an FSM-experienced administrator available before a deadline. SuitePacific helps NetSuite customers validate bundle updates in Sandbox, identify configuration issues before they reach Production, and resolve problems that surface after an upgrade. If you need support before August 11, contact us.