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

This is a great change, see here: https://docs.ifs.com/pso/user-guide/

Hi Experts  I need some help in figuring out how the License Admin in FSM6 gets the Value of In Use and Available for Named Licenses. Is there a specific logic and which tables gets this value?  Thank you in Advance.  Best Regards Widy

A. What is your idea?1) ClassificationChoose ONE: keep the applicable option and delete the rest.Opportunity for improvement2) Brief descriptionWhat happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution).Write here:The PSO Reporting data tables don’t include the reason or reason value on Activity Status updates, if this was included then reports could be produced on users who have made manual changes such as fixing an activity to a resource or updating the status of an activity.B. Context and scope1) Who is affected?Choose ONE or MORE: keep the applicable options and delete the rest.Internal users Customers Partners2) FrequencyChoose ONE: keep the applicable option and delete the rest.FrequentlyC. Value and impact1) What is the business outcome?Choose ONE or MORE: keep the applicable options and delete the rest.Improves productivity or efficiency Reduces cost or manual effort Enhances user experience Enables new capability2) Impact sc

Hi everyone,have you ever encountered a scenario where a mobile warehouse (a physical van/truck), managed in IFS as a Remote Warehouse, is temporarily moved from one site to another? How did you manage that situation?In my case, I have:one company two sites two central warehouses (one per site) multiple vans, each modeled in IFS as Remote Warehouses (mobile stock physically on trucks)Service requests are opened for specific service organizations, which procure materials from a given site. However, vans may move between sites.This creates an issue:the demand on the task is linked to Site A, but the van (i.e. the mobile/remote warehouse physically carrying the stock) is currently operating under Site B.In addition, the technician is driving the van and executes the work using the IFS mobile app, consuming materials directly from the VAN (Remote Warehouse).This raises two key questions:how should material reservation be managed in this cross-site scenario? how should execution/consumption

Hi All, We use PSO for manual scheduling. I have an issue with manually committing an activity to a resource in PSO. I want to commit an activity as shown below. 67 to Technician. The activity duration is less than the half of the shift time.  When I dragged and drop an activity to the start of shift in the PSO gannt, the activity is in the begining of the shift. But still processing. Then after few seconds, the activity it is pushed towards after the break.  Can you provide any reason for this behavior? We are using manual process type dataset since we want to schedule activities manually. TIA.

 Our centralized invoicing / e-invoicing is handled by 3rd party software.Some of the invoices are Rejected and we are having trouble correcting them because we are unable to “Undo Customer Order Delivery” where the supply code is “Service Order”.  We can’t complete the invoice because the CI (e-invoice) software uses an API call to approve the invoice and the invoice cannot be manually approve from within IFS.  So the invoice remains in limbo. Please see screenshot and fault message below.  The ideal solution for Crown would be to cancel the preliminary invoice tied to the e-invoice, undo the delivery and cancel the customer order so that we can go back to the service request and make the necessary corrections. Are any provisions being made to permit “Undo Customer Order Delivery” where the supply code is set to service order in future releases of IFS?  We are on version 24R2. As an unsustainable work around, we are cancelling the preliminary invoice, updating the invoice customer on

I have a list of questions, and for each question there are 2 answers:  either “Yes” or “Suspend Survey”.  If at any point the user chooses suspend survey, I want to go to sub-survey 202.  However in our current desktop version 6.35 it does not allow me to go to a sub-survey without completing all of the main survey first.Also, I tried checking ‘follow up’, but there doesn’t appear to be any way for me to configure a follow up action.

We are analyzing the behavior of the “Include Structure” option in IFS Cloud, specifically in the following pages:New Miscellaneous Resource Allocation New Resource Relocation Generate Resource Schedules and CapacityDuring validation, we observed that enabling or disabling the “Include Structure” option changes the selection results and the number of records displayed in subsequent steps. However, the exact filtering logic and scope of this option are not clearly understood.IFS confirmed that this behavior is due to hierarchical expansion when “Include Structure” is enabled; however, detailed logic and scope remain unclear in these scenarios.Clarifications Required Hierarchy Definition How is the hierarchy derived when this option is enabled? What relationships are considered (e.g., parent-child resources, teams, organizational structure)? Behavior with Single Resource Selection In pages like Generate Resource Schedules and Capacity, where typically only a single resource is selecte

I am trying to add a multiselect in the dropdown filters in IFS Lobby, is it feasible?I tried using a text field but it didn’t worked.thanks in advance

Hi IFS Community,with the 25R1 release, the Selection Rules functionality was extended (e.g. rule types and weighting), which is a very welcome improvement. However, the current solution leaves some gaps and we are unclear if these are supposed to be filled in future releases.Our Use Case We use Selection Rules to distribute Service Requests into the correct delivery units. For our setup, Region and Model criteria are essential. The Service criteria, however, is largely irrelevant, as the organizational structure is the same for most services.Current LimitationAt the moment, the Service criteria is mandatory, which forces us to duplicate the entire Selection Rule set for each service (≈ 50 services) leading to a huge data volume in the table and the maintenance effort coming with it.Observation in the UI / Page DesignerIn both the UI and the Page Designer, it appears that:Criteria might be configurable as mandatory vs. optional Criteria might support individual weightingThese settings

Hi Experts,We have one Resoruce with following Travel Hours setup.  There is one activity where  2hr 40 min away but PSO still fails to assign the job with the following explanation. Can you explain why it considers Max Travel to value with is 2.5hr instaed max Travel time 4 hr?  Thanks,KM

Hi Team,Any idea, how to add any external url in PSO Activities Detail Screen and Resourc Details Screen?Currently by default in the External Link section we have Request Work Task- Scheduling and Allocation. Similarly can we add any custom Url (outside IFS) under this section?I can see in Dataset there is Custom Url section. Can we use this tab? Regards,Rashmi Ranjan Patnaik

Hi, We have an issue where by if we update an attachment (i.e. update the actual physical file, a .pdf in our case) then there seems to be no way to sync that back to the mobile device. Even reinitialising the app does not work (it appears to download all the files again, but the old one seems to persist).  Is there anyway to fix this without creating another version of the attachment? or reinstalling the app? Regards,Martin

Hi Experts,We have a specific requirements from customer. Does anyone faces such situation, your guidance is highly appreciated.Customer has an Appointment Window for 6 months in current legacy system. So they want the from IFS too. But as per IFS that long window is not allowed. Do you have any best practices for the Appointment Scheduling window. I have experience of having 42 days Scheduling window (3 days Dynamic Work Days + 39 Appointment Work Days) but not working with 6 months window. If IFS doesn’t handle such long window any workaround to handle 6 months appointment booking window.Your timely suggestion will help me a lot. Regards,RR

Hi all, How do I Identify within the fsm app, the mobile record of a person? If a person has 2 mobile records in the person_mobile table. How can I know which phone the person is using in the FSM mobile app.I’m looking for a way to identify if the app is online or offline, like on the sync page where you have a green dot or a red dot. One way I’m thinking off is to use the last sync date.Regards,  

Hi all,Does anyone knows how to hide a specific attachment in the attachment list in FSM mobile?As far I know you can’t remove lines with the ListData function? Only edit some values.Regards

Hi all, I created a custom screen for the 'TASK_ATTACHMENT' table, as well as for the 'ATTACHMENT' table. I added an 'ATTACHMENT' column and selected a user-defined field (user_def_num1). The idea is to link it to a specific attachment ID. However, I can’t get it to work. It won't find the attachment. Has anyone created something similar before?

Hi, My customer is experiencing this problem where in the my work l → Assignment details, they are seeing Pickup task information instead of Request task information.This is how the UI used to be  Now they are seeing pickup task information.Any idea how this can be resolved?checked in MAUI app and classic app both.

In Presales Support Services, we created a Proof of Concept for a new report: Service Report for Request Work Task, similar to the report generated from MWO (Mobile Work Order).Attachments:Ready-to-install solution Example report output  Thanks to ​@gisagb for the idea and key contribution.

I posted the question of this topic and the AI response was provided below. Can someone please verify this is correct and provide further details and a contact person at FSM Cloud Hosting.Will be greatly appreciated! Summary — recommended packaging and handover checklist for FSM 6 deliveries to FSM Cloud team 1) Package source and artifactsExport all deliverables from your local FSM 6 environment: Solution packages/customizations (code, DLLs, compiled artifacts). Workflow/BPMN files and any process definitions. UI/Studio artifacts, JourneyApps or mobile app packages if used. Database migration scripts (schema changes, seed data). Configuration files (connection strings, feature toggles) with placeholders for secrets. Integration artifacts (API specs, mapping files, middleware connectors). Test artifacts (unit/integration test suites, test data, automation scripts). 2) Version control and manifestCommit everything to a Git repository (one branch per delivery or a release tag) so h

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 which is completely wrong.I’m looking for suggestions or best practices on

Ignored Faile Transaction -----ACSTARTLATERTHANACFINISH: Assignment Start/Work Start cannot be later than Assignment Finish/Work Finish. 1)Completed work order in mobile.2)Work Assignment stuck in Work Started status not moving to work done status.3)Transferred to mobile column is NO.3)This work task is showing up in Ignored Failed Transactions.4)Under the Planning Schedule section,  Actual Finish column value is updated .​​​​​​​Unable to change the work assignment status to Work Done in IFS because of the following error-→ It is not allowed to change the status when the work assignment is downloaded to a mobile.  Solutions or suggestions would be greatly appreciated.Thanks.

Hi All,Facing an issue with allocation/commitment,  activity was committed  at 4  AM but resource shift will start 08AM  and end at 4 PM for entire week  but how activity  got allocated at early Moring before shift time .  ex: SLA of the activity was 09/09/2026-11:54 PM  end  SLA- 06/10/2026-12 PM when i see in PSO task was committed at 4 AM today (06/10/26) actually  without shift timings PSO should not allocate and commit but how this was  committed? we  defined commit rules and  Time Before Shift Start  to 4 hrs. will  pso allow to commit task  before shift time  due to  time before shift value? can please suggest how we can stop allocation/commitment before shift time?  

Hi All,Facing an issue with allocation/commitment,  activity was committed  at 4  AM but resource shift will start 08AM  and end at 4 PM for entire week  but how activity  got allocated at early Moring before shift time .  ex: SLA of the activity was 09/09/2026-11:54 PM  end  SLA- 06/10/2026-12 PM when i see in PSO task was committed at 4 AM today (06/10/26) actually  without shift timings PSO should not allocate and commit but how this was  committed? we  defined commit rules and  Time Before Shift Start  to 4 hrs. will  pso allow to commit task  before shift time  due to  time before shift value? can please suggest how we can stop allocation/commitment before shift time?