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

Hi,I am trying to create an Object Connection Transformation(OCT) between Standard Task and Service Catalog. However, both objects do not seem to have any common key values, so I am unable to map them directly.Is there any way to create this Object Connection without customization or without adding new columns/extensions?If anyone has implemented a similar connection between these two objects, could you please suggest the recommended approach?Thanks in advance.

Hi there. How do I get charges connected to a sales part to appear on a Service quotation?  We have environmental fees connected to some sales parts (let’s say a lead battery) that we have to invoice our customers. When creating a Customer order, there are a tab with charges.I have connected a charge to sales part 10091. And when adding this sales part on the Customer order, a charge line is created in tab charges.All good there…   …But when making a Service quotation. I can not find any tab that show/connects charges associated with the sales part. 

Hi IFS,How we can add a new PSO theme and select it here.  ThanksKM

Enhancement DescriptionIn IFS PSO version 6.16.0.44, when a technician is manually allocated two long-duration activities in parallel at the same location, the visit-splitting behavior is inconsistent. Although both activities exceed the technician’s shift duration, only one activity is automatically divided into multiple visits aligned with the technician’s working shifts. The other activity remains as a single continuous visit and extends through non-working hours, including overnight periods.This behavior occurs specifically in scenarios involving manual parallel allocations. While the standard optimization engine correctly applies visit-splitting logic for long activities during automated scheduling, this logic is not consistently re-applied when activities are manually allocated in parallel. As a result, activities with identical characteristics—same duration, same location, and same assigned technician—can be treated differently from a visit se

Hi all,When I open 'Map' via the Schedule Board, I get the message 'Map provider not configured'. The same thing happens with the map at an address.Does anyone know where to configure the map? I would like to use Azure Maps since Bing Maps is being deprecated. Regards,

Hi All,I am trying to implement the following requirement in FSM 6When a user clicks a custom button on the Quote screen: FSM should trigger an outbound HTTP call  The external service returns JSON. FSM should update two fields on the SAME Quote record (e.g., User_def5 and User_def6).

Hi Experts, In FSM6.30 → PSO 6.14 integration, I noticed the person skills are not sent when expiry date is updated.Ex: I update a person skill record’s expiry date in FSM side. But it was not update in PSO Resource planner. But when I update the same person skill record’s skill, the update is sent to PSO.Is it the intended baseline behavior? or could that be an issue in this solution/environment?Appreciate your help.Thanks,Sanjeewa 

After upgrade some users cannot complete the steps for New Service Request and receive get an error message that they don't have sufficient privileges.The trace log indicates that the error is 403 and /main/ifsapplications/projection/v1/CreateServiceRequestHandling.svc/GetFirstTaskSeq(WoNoIn=36040)I haven't been able to find the projection that GetFirstTaskSeq actually requires to work.Thanks in advance for any pointers.

can i create assistant page without using IFS developer studio?

We are looking for a way to “take back” Work Assignments which have been transferred to the mobile app (MWO). Currently the only way open to us is by the App User to actively send it back.We have several cases now where going via the app is no longer possible.We have recently upgraded to 25R1 and I was hoping to use the DB Task Schedule "Remove completed/incomplete jobs” for exactly this case. But it seems to not removed the “transferred” as expected for incomplete jobsCan anyone give me the technical description? I cannot find this job in the usual place (https://docs.ifs.com/techdocs/25r1/030_administration/020_bckgrnd_processing/020_database_tasks/110_predef_db_tasks/) My current setup: I would have expected it to clean up any assignments o

Hi,I am trying to add Slot Usage Rules at Different types of activities in IFS cloud, I have enabled the Filter by activity Type, but no such option to define the activity type.is there any technical document for slot Usage Rule?thanks!!

Hi all, As most know, Microsoft is retiring SMTP Legacy Auth on 5/1/2026.Is there a way to allow/configure Modern Authentication, OAuth if we are still using FSM 6? We are on .26 and using Basic Auth currently. Is there current support for Modern Authentication for SMTP in FSM6?  Thanks ahead for any information.

Whenever we try to split a task using the ‘split task’ button (image: split_task_issue.png) to create child tasks there is always a pop up (image: split_task_popup.png) to save the new task. Is there any way to create the task without the pop-up by just clicking the 'Split Task' button? 

Hi all,Is there a way to change the name of an attachment? We are trying to use the cust_signature_id field as a signature field in the FSM mobile app. Also, the attachment isn't added to the task_attachment by default and the attachment name is always something like:task_username_6164_20260309172119.jpg.

When we add signatures from the ‘DebriefReview’ screen, the signature is saved as an attachment. How can we save it to the task it was created from?

I am attempting to apply a screen search filter through the Lobby Element Designer. The condition I am using is <>CW%|PL%|PM%|EV%, however, this filter is not working as intended. I observe the same behavior when performing the search directly on the screen.Interestingly, when I use a simpler condition such as <>CW%, the search works correctly.In the Data Source Designer, we do have the option to retrieve results using the Query Builder. Could you please suggest what the possible workaround would be for achieving this type of filtering through the screen search itself?

Hi All,I tried to set a sort order on the FSM Repair Centre Screen in the usual way in Primary Table Constraints Editor and noticed it did not work (screen shown below). On loading the baseline screen I then noticed none of the column sorts work when you click each of the column headers. This will likely be why my sort configured in Primary Table Constraints Editor did not work. Have any of you come accross this before and is there a fix? We are on U27. Thanks,Barry

We just switched from Apps 10 to Cloud. We are now noticing Shop Order Need Dates and Shop Order Finish Dates being the same day. With backwards scheduling in Apps 10, there was always a 1 working day gap between these dates, based on the MFG calendar. Is this no longer the case in Cloud or is there a setting we are missing somewhere. 

Our customer has a  situation where engineers are unable to complete work tasks for various reasons, hence puts the task to incomplete with incomplete reason. Based on incomplete reason we would need a revisit on the same task and hence a new assignment is needed.If we do it from Mobile we have two options,Assign to me (which asks for preferred date and time) Needs to be plannedIdeally the requirement is let PSO decide when can it be replanned for based on the SLA. However problem here is, if we give the option of Needs to be planned, it creates a the new allocation but goes to unallocated as it becomes a co-requisite of the previous assignment (one which was incompleted) and thus cannot be scheduled by PSO anymore and also it will never go to the same technician even if technician has the available. And if we give assign to me, we need to give the preferred date and time and it goes to accepted status directly w

Hi ,Prevailing wage can be enabled for a work order through the job rate management tab in prepare work order window. However, this is not available in Request Detail page. Does anyone have an idea on how job rate management can be integrated with Request labor rates. Thanks,Nethmini

​We have created thousands of request with given PlannedStart and PlannedFinish.Via API-Call we want to clear these both fields and set the other fieldsjson = $"{{\n";                                                                     json += $" \"PlannedStart\" : \"\" , ";json += $" \"PlannedFinish\" : \"\" , ";json += $" \"EarliestStart\" : \"{EarliestStart}\" , ";json += $" \"LatestStart\" : \"{LatestStart}\" , ";json += $" \"LatestFinish\" : \"{LatestFinish}\" , ";json += $" \"Duration\" : {Duration} , ";json += $" \"Objsite\" : \"{Objsite}\" ";json += $"\n}}";endpoint = $"main/ifsapplications/projection/v1/WorkTaskServiceHandling.svc/JtTaskSet(TaskSeq={TaskSeq})";response = await Rest.PATCH(endpoint!, json, "", eTagTask); The response throws an error, because PlannedStart and PlannedFinish are not set.Example:

 Hi All, I am generating Wo’s from my Service Contract through PM actions. But I noticed that trhe field ‘Contract Id’, ‘Line No’ and ‘Customer No’ are not defined when creating the WO from that Service Contract. That strikes me as odd since that info is easily obtained. Adding the info after creatin is also not possible - IFS will give an error that the Contract ID cannot be edited for WO generated from PM actions. So somewhere in the background, IFS knows the WO was generated from a PM Action/Service Contract ID - but it does not provide the info. Is this a bug of an inconsistency from the application? It seems very strange and I can’t think of any good reason why this info should be missing. Best RegardsRoel  Background info:Create Contract ID ‘3’

Hi,  Unlike PM Actions in FSM when a Request is generated from an Recurring Service Program it is created into Status Released automatically.Below I’ve created 4 scopes from an Recurring Service Program (Object Based). As you can see these Requests and Scopes have automatically been Released. I do not want this to be the case I’d like to keep them in “New” status for them to be reviewed by a Scheduler (just like PM Actions). Is it possible to configure this behaviour (within the application) without a customisation?   

Dear all,What shall I do do get the resource names from IFS-Cloud visible in PSO? In some cases, the names appear, in other cases not. Which configuration is necessary in IFS? What do I have to configure?