Assets (Asset Management)

In Mobile work order, when a Technician marks a task as incomplete, the pop-up defaults to “Assign to Me”. How do I change the behavior to default to “Needs to be Planned”? We want our maintenance planners to review incomplete tasks, so they are aware of causes prior to assigning new work. For example, if a Technician discovers they are not qualified to complete a task after starting it, we want the Maintenance Planner to reassign the task to a qualified individual. 

Hi,I'm trying to set skills functionality connected to asset and resource for the maintenance module and work orders. It seems that there is no possibility to define skills on the work task under work order. That tab is entirely missing compared to request work task under service request. The only option here seems to be to use competencies instead. Is that correct assumption or am I missing something and it is possible to set skills on the work order work task as well?

Hi,We’re on Cloud 23R2. I’ve noticed that when issuing parts directly using “direct issue” on the tech portal, the parts aren’t registered under the Material tab in the work task, but only registered as costs. This might be confusing as everyone looks at the Materials area on the work task to see what parts were issued, where the direct issued parts now don’t appear. What was the reasoning behind it? Is that a bug? 

Has anyone implemented a Transport Management Solution using IFS Cloud.Following is the simplified requirement:The client operates a transport system utilizing various vehicle types with distinct seating capacities alongside drivers who hold different types of licenses. The operational workflow begins when a staff member raises a transport request, which must be reviewed and approved by the respective transport manager (TM) within that specific division. Once the request is approved, the TM should be able to use IFS to search for an available vehicle within the division that matches the requested seating capacity. If a matching vehicle cannot be found locally, allocates one from another division. This exact cascading logic applies (done manually by the TM) to securing an available driver with the correct license type as well. Whenever a vehicle or driver is borrowed from an external division, the operational costs of those resources are automatically flagged and billed back to the orig

What is the recommended process in IFS Cloud when a Fixed Asset has already been created and capitalized, the supplier invoice has been registered, and subsequently a supplier credit note is received reversing the entire purchase? What is the correct way to remove or reverse the Fixed Asset in the system?

As we continue to learn more about PM Actions in our process and the negative consequences of cancelling items in IFS we have some PM actions that were canceled at the work order and work task level. These Work orders and work task still show up in our maintenance plan on the PM action and the remaining to due column is still counting the days overdue and the due percentage is also still counting and going up.  My question: Is it possible to do anything with these as we have some KPI’s that look at PM compliance and these outliers are negatively impacting our KPI’s. I have tried to go into the PM action maintenance plan and mark these as “No” for the generatable column, but due to the canceled status it will not allow me to edit the line and further more the work order or work task. There must be a way to fix this issue. 

I am trying to set up a database task for condition or criteria based PMs to run automatically, however I can no longer find the PM_Criteria method in cloud. We can still manually run the condition based in the maintenance plan but that is not a viable option for most companies. What am I missing?

A. What is your idea?1) ClassificationChoose ONE: keep the applicable option and delete the rest.Opportunity for improvement New concept or idea2) Brief descriptionWhat happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution). Puropose an enhancement to the EMX system that introduces a “Print Part Tags” button within the physical inventory workflow. This button would: Be accessible before and after a shelf-level count is performed. Be located within the domain action menu of the count screen (or another easily accessible location within the workflow). Automatically generate and download a single PDF containing all necessary tags for the shelf being counted. Require no additional user input to download, leveraging the shelf-level association already present in the count. This enhancement would streamline the relabeling process and improve long-term inventory accuracy by making tag updates quick and effortless. B.

The core issue is the failure of IFS Cloud to communicate with the Aurena Agent, resulting in errors such as "This operation requires the AurenaAgent to be enabled."  The problem appears linked to environment-specific OS or configuration differences rather than a product defect. When the customer is trying to export a document in the window below (custom page), the following error will pop up. This Aurena agent is installed on only 2 machines. One is working (though it sometimes doesn't work), and the other is completely not working. Investigations done so far.Reinstalled the aurena agent a few times. Still getting an error as below.   Checked Anti-virus software like ESET blocks this Aurena Agent installation and followed the below article: https://community.ifs.com/framework-and-experience-101/error-from-aurena-agent-security-error-reque Customer hasn’t performed an update to the SSL/TLS certificate on this environment recently. Disabled the antivirus and installed the Aurena agent

Hello, I am currently involved in a new IFS Cloud implementation project, and during integration testing we expect to apply fixes to our Use Place environment using Online Delivery. We are considering Online Delivery because we would like to minimize the amount of time that testing needs to be interrupted during delivery installation. Based on the technical documentation, my understanding is that the environment remains available for most of the installation window and becomes unavailable only during the actual cutover period. I would appreciate hearing from anyone who has experience using Online Delivery. Questions: 1. How can we determine the exact cutover timing?- Is the cutover timing visible in Environment Studio, Scheduled Activities, CS Ticket, or another tool?- Can administrators know in advance when the temporary downtime will occur? 2. Can users of the target environment recognize or be notified when the cutover starts?- Is there any automatic notification from IFS?- Or does

Today we use a lot of document groups to grant access to documents with the system defined Document Class “INVOICE” . The maintenance of these groups are quite heavy since there we have many new employees each month, and others that change positions.Just wanted to get some new input from others in the community on how you solve this challenge in a multi company environment..  (Soon upgraded to 25R2 SU6) ManSuppIvoice is used to grant access to users that should post/approve the invoice. We have tried to add JtTask - Get Document Access but it only seems control document access to contractors used on work tasksWe are considering to test customized Get_Document_Access methods for JtTask, IncomingInvoice or JtTaskCostLines to see if that will be easier to maintain for usWith an Object Connection Transformation it’s easy to display the invoice for the relevant cost line on a Work Task  

Background:When a return is performed from the Execute Work Task using the New Return functionality, the returned item information is not displayed under the RETURNS tab of the corresponding Work Task.  Current Situation:This is not considered a defect in the application as per the current design. According to the existing functionality, return information is not displayed under the RETURNS tab of the respective Work Task; however, the return information is displayed under the COSTS and SALES tab of the corresponding Work Task. Customer Impact:When customers return an item, especially a high-value item, they currently have no option to view the returned item information under the corresponding Work Task. The absence of this information could introduce operational risks and lead to potential business issues. Future Enhancement:After discussions with R&D, we can confirm that there are currently no plans to change the existing behaviour. However, considering the impact on customers, w

Hi All, Experimenting with the Paramater Templates and pushing these to Equipment Objects. From the Help file I can read: “The parameter template should have the same ID as the object type that the template is created for. With this logic the template will be automatically populated on the equipment objects when an Object Type is selected.” Unfortunately that does not seem to work at all.  I have a Parameter Template ID - identical to an Object Type’. So when Object Type is selected, the template should be pushed to the Equipment object. That does not seem to happen.Paramater Templety called ‘LOAD HAUL’ Serial Object with Object Type = Load HaulNo parameter template is pushed  What am I missing here? Best RegardsRoel

Hi Team IFS Version: IFS Applications 10Description:When searching the B2B portal by Object ID, only records under Historical Work are returned. Work Orders generated from Group-based PM Actions (using PM Group / Merge) do not carry the Object ID at the Work Order header level — the object connection instead sits at the Work Task or Work Step level depending on whether Group only or Group + Merge was used.As a result, customers cannot see all Work Orders/Work Tasks connected to their Object ID in the B2B portal, even though the records exist in the system.Questions:Is this a known limitation of the B2B portal's Object ID search logic (i.e., does it query strictly against the WO header Object ID field)? Has anyone built a custom projection/view that unions Object ID connections across WO header, Work Task, and Work Step levels for B2B visibility? Is this related to the known Object Navigator gap under PM Group + Merge (where object connection only exists at Work Step level)? If so, is t

Hi All,Does anyone know the exact logic or formula to calculate Planned Value and the Due Date for Condition based PM Actions?I have created 3 PMs as follows for an object. (Performed Value based = yes, replacement enabled, Valid From 2024/10/01)PM 1 - Starting value 250, interval 250 PM 2 - Starting value 1000, interval 1000 PM 3 - Starting value 2000, interval 2000Before creating PMs, the object has past measurements like this.Once the PM Actions are created, the Planned Value & the Due Date is update as follows with the Generation Value 7509I’m concerning how the Due Date can be 2012 for 1000 & 2000 interval PM Actions.Appreciate your help on this TIA

hi CommunityDo you know the storage size limit using File Storage option (with azur)Regards

Dear All,It seems that ‘Performed Work’ field on Bundle Task page is missing. Same is available in MWo - Service App. Please correct me, if wrong.Version - Application service update: 25.1.7Framework service update: 25.1.13IFS Cloud Web version: 25.1.13.20260611111206.0IFS Client Services version: 25.1.13.20260604045716.0IFS Client Notification version: 25.1.13.20260604052620.0IFS Chat version:IFS OData provider version: 25.1.13.20260604225133.0Regards,Srinivas

We used PM Group and Merge in one site and now want to do same on another site, however as the PM Group ID is not showing in the new site, if I try to set it up, I get an error message that the PM Group already exist for the old site and cannot be used in the new site. I thought two different sites can use the same PM Group ID. I will be glad to hear from anyone who has previously experienced this type of issue.  

Hi,We have a lot of parts that needs to be sales parts, purchase parts and inventory parts, but are low cost and classified as consumables. When our internal customers order these parts, they need to register arrival into stock as any other purchase order. Then they issue it on a material requisition.Our end users experience that it is time consuming to use the material requisition page to do this; yu need to register 1 by 1 part with location and quantity, then you need to reserve them, and then issue them. The latter 2 can be done in one operation, but it is the adding of lines that are time consuming. Does anyone know of any other more effecient way to do this, or have created fex a BPA for “Bulk registration” on MR? BR,Henning

IFS Cloud 25R2, Knowledge Article(KA) which appeared in Work Task, the same work task transferred to Mobile, can we see the KA in MWO ?… 

Hi ExpertsOne of our oil and gas clients is currently working exclusively with functional objects, without any serial objects in their system. However, they’re now interested in converting some of these objects into serial objects while preserving all past transactions linked to them. I’d like your expert feedback on the approach we're considering for this request and to know if any of these options should be reconsidered. We’re looking at around 40 objects, all of which include measurement details, PM actions, and WOs, but no financial transactions. Here are my proposed options:Create manual serial objects: Reuse the same functional object ID and migrate historical transactions from functional objects via DR script. Scripted Conversion: Develop a script to directly convert functional objects to serial objects (uncertain about feasibility). Migration Script: Use a comprehensive migration script to transfer data (though I feel this could be more complex than the above options, given the

In IFS Cloud 26R1, a prospect has raised a question regarding Resource Allocation on Work Tasks.The proposed process is as follows:Work Tasks are generated from a Preventive Maintenance (PM) Action (potentially hundreds of Work Tasks). Resource Requirements are defined in the PM Action Template by Trade (e.g. Electrician, Mechanical Fitter, Instrument Technician). Named Resources for the Trade then need to be allocated to the generated Work Tasks based on the required Trade and available capacity.Assuming that PSO (Planning and Scheduling Optimization) is not included in the solutionWhich screen / function in IFS can be used to ensure that named Resources can be easily allocated to work tasks and also not be over utilised ?  (without having to drill into each Work Task.)(example : Work Tasks require an Electrician for 60 hours in this week - how can this be allocated to Mr.X who only works for 40 hours in the week - the maximum capacity of 40 hours should be visible when allocating wor

Need Inputs, once the 27R1 is introduced service related functionality are removed, functions removed like Service request can be handled in Prepare work order screen.Dispatch → which functionality to be continued in Work Management ?Appointment Booking -->which functionality to be continued in Work Management ?and also need to know when is the 27R1 is expected 

I am trying to understand the Maintenance Change Request in 25R2. Would appreciate some help in understanding the way of working. How to use the second step in the assistant? Looks to be reporting fields, are these supposed to be used on the current task or why should I add data in for example “action taken” when I create a new MCR? As a technician I would like to report that the work report and interval for the job is incorrect, how would I go about to do that? Without adding any of the toggles in the first page I am not able to create the MCR. I would only like to report duration and work descripton changes, not anything related to material, resources or object. Is this a bug? Why is the object updates limited to test points and parameters? 

Hi,I have seen some posts here mentioning APM functionality in IFS. Is this a new component in IFS Cloud? Are there any docs, ppt etc describing the functionality?B RAnders