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Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

This will include questions related to FSM and PSO.

  • 3,271 Topics
  • 8,676 Replies
3271 Topics
Alexander Heinze
Ultimate Hero (Employee)
Alexander HeinzeUltimate Hero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS Cloud - Scheduling demystified (24R2)

Scheduling Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. Newcomers will find many new conceptual explanations and How-To’s.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.232 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment Resource Management Integration APIs Appointment Booking Integration API Troubleshooting Don’t f

12183
Alexander Heinze
Ultimate Hero (Employee)
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM: Billing Generation: Removing option for "Include Contracts"

Hi Team,We are looking for an option to disable the “Include Contracts” option in the Billing Generation Screen. Is there any option for achieving the same.

1681
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Do Gooder (Employee)
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Edit Part Usage quantity in FSM mobile

Hi All,I understand that editing the quantity in IFS FSM is currently not allowed (blocked hardcoded). However, we would like our users to be able to adjust the quantity of (after) an entered part usage directly in the mobile app.Does anyone have suggestions or know of a possible workaround?Regards,

135
JuniSihombing
Hero (Customer)
C
Do Gooder (Customer)
Christian HitzelDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Cost and Sales for multiple Request Work Tasks

Hi all, when having one Request with multiple Request Scopes, it is only possible in the Cost and Sales view to display one Request Scope at a time. Even if more than one Scope is selected, only the first one selected is displayed in the Sales and Cost Lines. This makes it very cumbersome to create an invoice, as all individual sales lines need to be included/excluded and the Cost Lines need to be approved. In the Work Task Sales and Work Task Transactions this can be done in one go (more or less).Is there a way to do that, implement it in the Request - Cost and Sales view?  

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C
Do Gooder (Customer)
C
Do Gooder (Customer)
Christian HitzelDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Display past Days in Dispatch Console

Hi all,in the Dispatch Console it is only possible to show up to 14 past days.In the Resource Monitoring Gantt I can choose whatever date and timeframe.Is there a way to increase the 14 days in the dispatch console? Thanks, 

305
Björn Kleist
Hero (Employee)
G
Sidekick (Employee)
GUNACASidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to use the reference fields to search the FSM integration log screen

The customer is looking to search integration logs based on the contents of an incoming message. The search screen doesn’t seem to allow to search directly into the incoming data. I am trying to use the fields “Reference Name 1” and “Reference Value 1” for that, but I would have to provide these values in the payload and somehow they would end up in the reference fields. I am looking for tips or documentation on how I can provide values for these two fields and then later search them in the integration logs screen. Thanks,

111
roklde
Superhero (Employee)
T
Do Gooder (Customer)
TDCMANIRULDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Step by Step Guide to apply minor patch in PSO On-Prem

We are currently experiencing an issue that we believe is a product bug. We have reported this through an IFS Case. In the meantime, we would like to understand the steps for applying a patch update once we receive it from IFS.Could you provide a step-by-step guide on how to apply the latest patch? Specifically, can we apply this patch by replacing the DLL only,or through any easy way or shortcut or we need to run the installer again and complete the installation?We need this information ASAP so that we can plan accordingly.Thank you.

111
roklde
Superhero (Employee)
G
Do Gooder (Partner)
GeorgeArmstrongDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Request work task - output document

Hi, I am looking in 25R1 and I do not see the ability to print off the details of a Request - Work Task. Am I missing anything or is that functionality not there? Thanks,George.

111
A
Superhero (Employee)
R
Do Gooder (Customer)
RTTATOVARDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Issue with Consolidated Task Report Not Downloading – "Report is being generated asynchronously" Message

Hi everyone,I'm working on a custom consolidated task report in FSM where I merge multiple tasks into a single output. I created a new report template (FULL_INSPECTION_REPORT_GROUPED_4) to generate this merged report.When triggering the report generation from the WebClient, I receive the following message:"Report FULL_INSPECTION_REPORT_GROUPED_4 is being generated asynchronously."However, I never receive a follow-up notification or download link. The report doesn't appear in the downloads, and I can’t retrieve it from anywhere else either.Has anyone faced a similar issue with asynchronous report generation? Any guidance on how to debug or force the download (e.g., check report queue, logs, or configurations) would be greatly appreciated.Thanks in advance!

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R
Do Gooder (Customer)
I
Do Gooder (Partner)
ishu.mahajanDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
sending Report Paramters through xml FSM

This is the Report Dataset:select distinct t.task_id,r.cross_reference,t.task_status,   dbo.GetCodeTranslation(NULL, 'INCOMPLETE_REASON', e.description) AS Incomplete_Reason, t.user_def15 FollowUpTask,t.plan_start_dttm,t.plan_end_dttm,r.cust_prob_descr as Description,t.created_dttm,(select STRING_AGG(text_rtf,+ ','+ CHAR(13)) FROM task_text tt where tt.task_id =t.task_id) WorkNotes,ru.user_def7 as coverage_code,pl.name,(select concat(address, ',',CITY,' ',ZIPPOST,',',country) from address where address_id=t.address_id) ConsumerAddress,pl.phone,pl.alternate_phone,pl.email_address,ru.model_id PNC,pr.user_def1 as MLCode,m.EXTERNAL_SYSTEM_ID as modelId,pr.user_def5 as SerialNumber,CONVERT(varchar, pr.MFG_INSTALLED_DT, 103) PurchaseDate,(select description from global_code_table where code_name='BRAND' and code_value = m.default_brand) Brand,(select description from global_code_table where code_name='ELUX_RETAILER' and code_value = pr.user_def4) Retailer,m.product_family ProductSubgroup,ip.

331
JuniSihombing
Hero (Customer)
B
Sidekick (Customer)
BSiemundSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Date format in notification messages

Hi,we would like to format some dates in the notification messages.There are functions like place_time, person_time and time_window.But is there a function to get the date only, so without the time?Reason is, we like to inform our customers about appointment via email but we don´t want to have a time in those emails.Anybody any suggestions how to archive this?ThanksBenjamin

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B
Sidekick (Customer)
N
Do Gooder (Partner)
niteshtDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Resources are available in Scheduling--> Resources but Unable to see resources in Planning--> Resource Data--> Resources.

Resources are available in Scheduling--> Resources but Unable to see resources in Planning--> Resource Data--> Resources. Any Idea what needs to be checked?

191
D
Do Gooder (Employee)
A
Do Gooder (Partner)
afarhatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Map Licence Key Included: NO

Hi dears,Is it the Turn by Turn Licence would activate the MAP Licence Key Included?I did configure the Turnbyturndirectionskey to the key provided and the TurnbyturnDirectionsprovider=BING. But still i have Map License Key Included:No.   

193
A
Do Gooder (Employee)
Miruna M
Sidekick (Partner)
Miruna MSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Parts in PSO (integration to IFS Cloud)

Hi,It is possible that PSO takes into account the stock of a resource before allocating the activity? Please take into account the fact that data comes from IFS Cloud, it is an integration between PSO and IFS Cloud (FSM). At the moment I do not see the ,,parts" tab on the resource, in PSO.Thank you in advance!Best Reagrds,Miruna

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S
Superhero (Employee)
A
Sidekick (Partner)
arti.sagarSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Barcode Scanner Support in FSM Baseline Android App

Hi Community, Does the FSM Baseline App support barcode scanning on Android devices? If so, which version of the app introduced this feature? Thanks in advance for your help!  

121
Chethana
Sidekick (Employee)
E
Do Gooder (Customer)
EVongDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Use Place ID's 'Ship To' address when generating from Contracts

For customers who have a “ship to” address in their place ID, is it possible to have Requests generated by Contracts pull the ‘ship to’ address in the part needs, instead of the Customer’s default address?

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Shneor Cheshin
Superhero (Employee)
J
Do Gooder (Partner)
JainAyushiiDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile Application Error-stringByReplacingOccurencesOfString:With String

Hi,I have created new screen under debrief workflow as the part of requirement and added task id field on the screen.So i am trying to fetch the current task id for that column in new screen which i have created. But i am getting below error:stringByReplacingOccurencesOfString:With Stringunrecognized selector sent to instance (Oxbcc87a88be04eeb5) Can anyone please help me on this?

133
Shneor Cheshin
Superhero (Employee)
B
Sidekick (Customer)
BhanwarSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Dispatch Console vs PSO InActive Resources 23R2

IFSCloud 23R2Currently we are using Dispatch Console for day to day Resource and Work Task Activities.We see there is one key difference in Dispatch Console and PSO ie PSO does not show Inactive resource as expected ie Scheduling Resource(InActive), However Dispatch console does not consider this and will always show all resources regardless of Active/Inactive. This is causing issue for dispatcher, as it is hard to manage resource without any filter and this behaviour and they often end up scheduling to InActive resources during manual scheduling. Can you please advise how are other customers dealing with this behaviour, is this normal behaviour or environment issue at our end? How can we limit Dispatch Console to show valid Active resources only. Thank you

1127
J
Do Gooder (Customer)
E
Do Gooder (Customer)
EdBurton_CrDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Service - Request Cost and Sales - Invoice Preview by Scope Fault?

Hi, We have completed work on service request 2368.  The service request has 2 scopes: 2372 and 2371.  We want to generate the Invoice Preview’s by scope which is an option.  The issue we are having is IFS is generating 1 Invoice Preview for Request ID 2368.  We are expecting an Invoice Preview for 2372 and a separate invoice preview for 2371.  See screenshots below.  Is this operator error or a fault? Screenshot of Request Cost and sales - showing 2 scopes tied to 1 request We are attempting to generate invoice preview’s by scope. 1 invoice preview generated.  We were expecting 2. 

352
Thilini Kumarasinghe
Ultimate Hero (Employee)
george.dounoukos
Do Gooder (Customer)
george.dounoukosDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Updated routes / maps for Greece

hi allCould you please let us know how we can validate we do have the latest mapping - routing for the Greece? We are using the HTM v4 in the PSO 6.15.0.75. But we need to ensure that the data inside are accurate. Thanks in advance

253
roklde
Superhero (Employee)
E
Do Gooder (Customer)
endreavinorDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Different internal rate/cost for users in same resource group based on different Time Types? Normal work hour price, 50% overtime etc.

Hi there IFS community!We want to manage both internal cost and potential sales price based on Time Type — without splitting the resource group? For example, electricians working during daytime cost the business $100/hour, but if they work at night, they cost $180/hour — all within the same resource group, but using different report code or Time Type? Is it possible to configure this in IFS Cloud without needing separate inventory parts or resource groups — just by using Time Type  and internal price configuration?  Thanks in advance!  

342
K
Sidekick (Partner)
D
Sidekick (Partner)
DurgaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM client smart: Server has not responding error while login

Hi All,we are frequently facing issue with smart client when we are trying to login getting below error server not responding . Kindly advise  on this.   Thanks,Durga

121
roklde
Superhero (Employee)
T
Do Gooder (Employee)
Thanuja PeirisDo Gooder (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Enhancement request: Add the Work Order Directive in the Work Tasks table of Dispatch Console

Work Order Directive is very important for the Dispatchers who plan tasks for technicians. So, it is convenient if they can view it from the Dispatch Console page without navigating to the WO page to see what it is about. This feature is currently available for Requests.Figure 1: WO directive is not visible (unlike the Request description) in the WT table in DC  Figure 2: Directive as appeared in the Work Order PageFigure 3: Request Description 

90
T
Do Gooder (Employee)
B
Sidekick (Customer)
BSiemundSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile (Update 31) doesn´t show attachments

Hi all,we´ve updated from FSM6_U25 to FSM6_U31 a few weeks ago. Now we´re facing an issue with the DebrieTaskAttachment screen.We are able to upload attachments but the attachments are not displayed in the mobile-client.What we figured out so far, it´s related to our design as it works with the base design.We´re using only the windows-client. Does anybody have the same issue or knows how to solve this issue?ThanksBenjamin 

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B
Sidekick (Customer)
R
Do Gooder (Partner)
RaviprasadpremDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
25R1 missing multiple address for a common location

There is a business requirement for one Location with Multiple Address ID which is missing in 25R1, this scenario was configured in 24 versions. This works in 24 versions 

110
R
Do Gooder (Partner)

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