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

If you have to do several tasks for one customer, it would be nice if you only had to ask for one signature from the customer at the end, so that all service reports are signed. For example, a signature on the last service report and this is transferred to all service requests that were generated for a customer on this day. Thanks Markus Kühnl

Hi all, we try to use Dispatch Console for manual scheduling of Request Tasks and Bundle Tasks. We are facing some usability issues and are looking forward to hear if someone has similar issues or found some solutions:  Ticket colour coding only works for regular tasks. Bundle Tasks are all shown in light green. Since we bundle tasks very frequently, this fails to meet our requirements. Zooming out eventually triggers the Utilization Mode. Instead of seeing tickets and days, the view changes to a solid area showing only the technician's planned-hours utilisation percentage. We work with tasks that spread across multiple days so Zoom levels are important for us, we don’t need to zoom in to 15min tasks or something like that. Utilisation view should be triggered with a button instead of a zoom level.  We have organised everything in Teams/Scheduling Units. As a result, you constantly have to switch between teams and reload the view whenever you want to see the schedule of a technician fr

We would like the ability to access the service object 360 screen directly from the location address page just like you can for the equipment navigator

Hello everyone,I followed the provided instructions to install the Hierarchical Travel Matrix (HTM) in PSO. However, when I attempted to test if it is working properly through the compare tab, I only received results from the straight-line distance.Here are the steps I took after the installation:Created a new HTM connection through the Connections form. Added "BAL" in the value field for the HierarchicalDatabaseMatrixId parameter. Entered "Hierarchical Travel Matrix" in the field of the TravelCalculationOption parameter. Chose the "Straight Line On Error" parameter (I have tested even without this parameter checked). Enabled the HTM connection.   HTM ConnectionPlease note that no errors were encountered during the entire process - not even in events.So, I would like to ask if the above procedure seems correct.Is there a way to verify if HTM has been configured correctly?Any insights or guidance would be greatly appreciated.Thank you!

Unfortunately IFS was not able to answer my question about their product and advised me to find an answer through the community.Hopefully someone had the same questions we do now in regards to using the Technician Portal or Mobile Work Order touch app.We are currently preparing for our migration to IFS Cloud 25R1, with the coming update to 26R1 and especially looking to the differences in creating new assignments on an assigned Work Task via the Technician Portal and the Mobile Work Order.With the workflow configuration action 'Restrict Follow-On Work Actions On Incompletion' not enabled, we don't see the options that the MWO would show, like 'Do not reassign to me' or 'Needs to be planned'.Via Technician Portal a new assignment is created, but connected to the current technician, set to status Accepted and planned at the time of creation with no option to replan.Via the Mobile Work Order, Arcwide tells us (and a quick read of the IFS documentation https://docs.ifs.com/ifsclouddocs/26r

Hi,  As mentioned in the title, I had tested the eform termination for a configured workflow where when you fill in the survey, the work should be incomplete.The filters were added for planning information: This setup worked as expected. The incomplete prompt came up after completing the survey.  Then I was testing with setting the Filters based on the object information: The action flow was added with termination eform similar to above: This did not prompt the incomplete after completing the eform.  Could this be a bug? I also tested the same with the WF that worked (11) by removing the planning information and adding object information as filters which confirmed the termination only applied for planning information.  Thank you! 

Hello experts,Please see screenshot below. The resource CHA is not getting more jobs committed today, because he has jobs downloaded in his device for next week, and the week after, so it seems that max committed jobs allocated in the rule, which is 5, is stopping more jobs getting allocated today. We have modified the rule parameters, please second screenshot, but the change in the Rule Window (1 day) has not worked to limit the rule to a validation of only the current day. Could you please advise? 

Hi Team,We have a requirement to enable Mass Fix of Resource for a single Resource. Customer want to disable “Apply to all Resources”  in the Mass Changes screen. Is it possible to control through any parameter. Please advise. Regards.RRP 

How does IFS calculate travel time and how is travel time shown in GANTT? 

I have a placed Barrier along the River Thames, this is journey times that under the HTM travel, wont cross the river. For the below example, it has added the additional travel between the start location and the first job, despite the actual route not crossing the barrierAny ideas how I can stop this happening?

Hi,We have fixed Time, Fixed resource tasks and then its assigned to the engineer. Next after few second its noted the job is uncomitted.These engineers do not use Mobile and there is no Commit rule or any at the moment. Why PSO uncommit these manually allocated jobs?Is there a way atleast we ca get a reason for this behavior? First CommittedThen PSO uncommit it again.   ThanksKM

Following 25R2 New Feature - Service Campaign - trying to try the process in IFS Cloud 25R2.Created the Service Campaign using Campaign Type “Repair RMA” to replicate a real life example where a repair is required for a newly built items under warranty   Added 2 lines (as in 2 objects   button “Create All RMA’s” Pop-up suggests a background job is posted to create the RMA’sAnd it says there’s an Error:  “Repair RMA for Service Campaign Line 1 for Service Campaign RJ001 was not successfully created.ORA-20124: Error.NULLVALUE: Field [RETURN_REASON] is mandatory for Depot Rma Line and requires a value.” Observation: There is nowhere in the lines or in the header of the Service Campaign where the Return Reason can be input. There is no pop-up that allows it when Create RMA is used.Question: How is Service Campaign supposed to be progressed?

it looks like IFS-Cloud does not provide a way to move many Serial/Service Objects at once to a new Belongs To Object (needs changing in bulk). For customers that refirm this is a lot of manual work. Every object/machine needs to be touched and clicked multiple times. what is the best way to do bulk changes?   Objects → Pen menu → Edit All does not work. 

Hi, I’m running into some difficulties when trying to enter a No Part Material Requisition Line on a Work Task in 25R2. I get an error when trying to save the Req Line which my Technical team have looked into and advised “In IFS Cloud Core code itself, the No Part Description has been set to exclude from the form if the header has a Work Order Number” .I’d like confirmation that a user should be able to raise a No Part Material Requisition Line on a Work Task that in turn will be connected to a No Part Purchase Requisition Line as standard and OOTB. I was surprised during testing that I couldn’t do this due to an error message and even more surprised at the technical investigation findings of this.High Level Steps I’m following:From Work Task screen create a new Material Req Line  Send Type = Supplier (Supply Code will auto change to Purchase Order) Enter Quantity - 1  Enter UOM -  * Select Save - (needs to be done as the No Part Description field is not visible on the screen but is vi

Hi All,Is it possible to do some configurations in Scheduling Workbench or PSO workbench?As an example, can we add “Service Notes” on this card under Task Details? an we arrangera Tabs in Activity Details?  How you can change /re-order items in these cards and sections?TIA.

 !--startfragment>Issue Observed on work tasks:While assigning work, the Allocations / Direct Allocations section did not show the full list of resources. The “Apply Constraints” toggle was disabled to check if it affected visibility. Even after disabling it, resources from other resource groups were still not displayed.!--endfragment> Under Allocations Tab:In 24R1 Release: I was able to see all resources list under the allocations tab upon disabling the ‘Apply Constraints’ button. Whereas, in 25R1 version, even after disabling the toggle button, only the resources listed under the specific resource group/demand were displayed.Under the Direct Allocations tab:The resource list is empty. Not even a single resource id was displayed. So, currently, i cannot assign any specific resources to the work tasks and unable to transfer them to MWO.Has anyone else run into the same behavior or noticed similar missing resources?!--endfragment>!--startfragment>!--startfragment>Any guid

Hi Team, Iam using IFS cloud & PSOI have a query regarding the Slot Usage Rule configuration, specifically the difference between Maximum Utilization (%) and Maximum Slot Utilization (%).I tested both scenarios by setting the utilization to 10%, but in both cases I am getting the same output. I would like to understand how these two fields are expected to behave differently.Current ScenarioI have 4 FTs with the same skill, and each FT has 8 hours of availability:4 FTs × 8 hours = 32 FT-hours total availabilityWith a 10% utilization target:32 × 10% = 3.2 FT-hoursMy expectation is that the system should allow up to 3.2 FT-hours of booking utilization across the overall available capacity, irrespective of which slot the booking falls into.I have two slots:7:00 AM – 11:00 AM 11:00 AM – 3:00 PMCurrent BehaviorWhen the utilization reaches approximately 1.6 hours in the 7:00–11:00 AM slot, the system stops showing the first slot and only shows availability in the 11:00 AM–3:00 PM slot.Thi

Has anyone encountered the following error when creating an Invoice Preview from a Request Work Task that contains an alternate customer on one of the sales lines?My expectation is that the system should generate two invoice previews, one for each customer, using the corresponding delivery address ID for each invoice.Interestingly, when following the same process through a Work Order -Work Task, the system successfully creates two invoice previews without any errors for the same customers.Due to this error, when a Supplier Warranty exists and the supplier is added as an alternate customer, it becomes impossible to create the invoice preview.Is this a known bug, or could I be missing a configuration or setup step related to alternate customers and customer order addresses in the Request Work Task process?Thanks

Hi Experts,We have few requirements from customer related to performance test.Appointment Booking in bulk Bulk load of activities to PSO around 15k activities per dataset. How PSO will behave after the bulk load PSO Workbench screen refresh if the Gantt has maximum data.My question:Do we have any Performance tools compatible to IFS Cloud we can use? In our last project we used JMeter for performance test of Appointment booking request. Any IFS Standard tool being used for performance testing.Could you please suggest as this is critical for UAT signoff.Any guidance will helps a lot.Regards,RRP

A. What is your idea?1) ClassificationOpportunity for improvement2) Brief descriptionIf we filter for a specific activity in th PSO Gant Chart, the foucs stays on the current day even if the activity is on another day. It would save a lot of time if we don´t have to scroll until we find the activity in the filtered line. Focus stays on the current day. Would be good if the focus jumps to the filtered activity. B. Context and scope1) Who is affected?Internal users2) FrequencyDailyC. Value and impact1) What is the business outcome?Choose ONE or MORE: keep the applicable options and delete the rest.Improves productivity or efficiency Enhances user experience2) Impact scaleChoose ONE: keep the applicable option and delete the rest.4 — Company-wide3) WorkaroundIf there is a workaround, describe it briefly. Otherwise write “No workaround”.Write here:The workaround is to scroll as long as you find the filtered activity or change the screen to activitoes and search for the activity in this scr

Hi,I’m facing an issue while performing deletion of role record from person_role table through xml map. Can someone suggest what needs to be fixed to peform the deletion through xml map, and we are using JSON input to perform deletion in person_role table .Below I’m updating the configuration changes done as part of xml map 

We are facing an issue with the handling of Customer Orders when an approved Invoice Preview is subsequently revoked.Scenario:An Invoice Preview is approved against a Request. A Customer Order is automatically created. The approval is later revoked.Observed Behavior:Upon revoking the approval, the application removes only the Request reference from the Customer Order line. The Customer Order line itself remains in place. Attempting to delete the Customer Order line results in an error indicating that the line is being used by a Work Task. Attempting to cancel the Customer Order results in an error stating that the cancellation must be initiated from the Request.This leaves the Customer Order in an inconsistent state, as it can neither be deleted nor cancelled through the normal process. At the same time, the application still allows the order to be released and invoiced, even though the Invoice Preview approval has been revoked.Could you please confirm whether this is a known issue or

NGSM Demystified  describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 26R1. People with experience in 25R2 should focus on chapters marked with 26R1☀️ and 26R1↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.Features that rely on AI are marked with ✨.IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. For the first time I had to zip the document as it exceeded the attachment size limit. 358 pages cover:Terminology Getting Started IFS.ai Copilot 2.0 for Service Request Management Bundle Tasks Request Contracts Service Organizations, Access Groups, and Resources Service Contractor Management SLA Management Service Catalog and Standard Tasks Service Commercial Rules for Pricing and Costing Recurring Services Service Campaigns Service Projects Lo

Can someone show me where/how to define activities for MSO?