Skip to main content

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

This will include questions related to FSM and PSO.

  • 3,195 Topics
  • 8,481 Replies
3196 Topics
Alexander Heinze
Superhero (Employee)
Alexander HeinzeSuperhero (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

9321
HECDWILLEY
Do Gooder (Customer)
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.

1591
P
Do Gooder (Employee)
Bretas
Do Gooder (Employee)
BretasDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Fields PARAM_NAME and COLUMN_NAME_TO_SET on business rules param and column tables

Is it possible to extract the values from the PARAM_NAME column in the PROCESS_PARAM_PERFORM_VAL table? The FSM information log references this table, but I’m unable to extract it using Import/Export or the SQL Query Tool.The same happens with the COLUMN_NAME_TO_SET field in the PROCESS_PARAM_COLUMN_VAL table. Can anyone help me with this information?

40
Bretas
Do Gooder (Employee)
A
Do Gooder (Partner)
AkratiDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Lobby Element Navigation URL

Hello Community,We are currently working with IFS Cloud 24R2 and are trying to configure a navigation URL for a lobby element. Specifically, we would like to pass multiple values (an array of values) to a page parameter.Our current use case involves navigating to the following URL:page/SvcschScheduledWorkTasks/List?$filter= startswith(tolower(ResourceId),$[Employee ID])This works fine when passing a single value for the Employee ID parameter. However, we need to pass multiple values (an array of Employee IDs) and are looking for a way to achieve this within the navigation URL.Is there a supported way in IFS Cloud to pass multiple values for the same parameter in such scenarios? Any guidance or best practices would be greatly appreciated.Thank you in advance!

90
A
Do Gooder (Partner)
buddhima
Sidekick (Employee)
buddhimaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Sync rule result

Hi experts,I’m noticing a difference in the number of Place records when testing the baseline Place sync rule. When I run the Place sync rule XML through the XML Poster for a technician, it returns more records than what actually ends up in the Place table of the mobile database after initialization.Could it be that other sync rules are removing some of the records fetched by the Place sync rule? Or are there any baseline-level filters applied by the FSM framework during the initialization process?Has anyone come across this before?Appreciate any insights. Thanks! :) 

100
buddhima
Sidekick (Employee)
T
Do Gooder (Customer)
teojparsonsDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO 6.15 - Azure remote deployment - supported SQL database

Hello,Within the installation guide for PSO 6.15 using the “Deploying an Azure service using the IFS PSO Installer” method, is it possible to use an existing “Azure SQL managed instance” instead of an “Azure SQL Database”.  Our company only supports the use of  SQL managed instance.thanks

162
T
Do Gooder (Customer)
Y
Do Gooder (Partner)
YAO ZHUDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
one picking for different customers

Hi everyone In service  management, when shipping the same maintenance parts to different customers, we want to make the movement of the shipping personnel more efficient by consolidating multiple shipping instructions for multiple customers into a single shipping instruction. For example, regardless of whether it is for customers A, B, or C, one shipping personnel will dispatch 8 of 'Maintenance Part 001', and then sort them later into 3 for customer A, 2 for customer B, and 3 for customer C.Is there any solution to create a single shipping instruction (8)for customers A, B, or C? 

90
Y
Do Gooder (Partner)
S
Do Gooder (Customer)
SJV1047Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Shift Click in MWM Office

Are other MWM users having issues with the Control Click or Shift Click function? I wanted to verify it was a common issue before submitting a Defect. The function is spotty at best.

50
S
Do Gooder (Customer)
athobie
Sidekick (Partner)
athobieSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO and Appointement booking view

Hiin the Appointement booking screen, I see the Slots only in the top of the screen.It seems that the main part of the screen is not used Why we don’t use the whole screen to display the slots ?Thanks and Regardsanthony

265
S
Superhero (Employee)
tomgreenwood
Superhero (Employee)
tomgreenwoodSuperhero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Allow co-requisites to be shared by a bucket resource and an individual resource

It is currently not possible for co-requisite activity groups to be shared by a bucket resource and an individual resource.This would be a useful addition for customers who wish to utilise 3rd party resources for 2 person jobs.Can this be added to a future release of PSO?

222
tomgreenwood
Superhero (Employee)
S
Do Gooder (Customer)
ShaikDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM odata

Hello Everyone, While trying to run odata api in postman i am getting this error {    "Message": "The node count limit of '100' has been exceeded. To increase the limit, set the 'MaxNodeCount' property on EnableQueryAttribute or ODataValidationSettings."}May i please know where do i increase the value I tried in changing App params IFS_MAX_ROWS_ODATA but still getting same error Is there any other place to increase the value to more than 100? Shaik

181
SAMLK
Hero (Partner)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Marine Crew Planning according to the certificate availability

Hi allWe are looking for a solution within IFS to plan and schedule our crew resources in the vessels. I know the dispatch console in IFS has this planning capability. However, we are looking for something more related to marine certificate availability / validity. Has anyone developed something similar in IFS? I would appreciate very much your suggestions. In my previous organization we used a tool called On-board Tracker [OBT] but the requirement is to find something within IFS.Thanks,Asela

243
Alexander Heinze
Superhero (Employee)
P
Do Gooder (Customer)
PUOOWENJDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO - Where can I find out how Travels With works?

Hi,I’ve gone through all the documentation supplied with the latest PSO version and there is only a few lines on Travels With and nothing that explains how it should be used. Does anyone have anything detailed on using this function? Does anyone currently use this within PSO please? 

774
Alexander Heinze
Superhero (Employee)
N
Do Gooder (Partner)
niteshtDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS developer studio and Aurena for IFS cloud

Any Idea how we can use IFS developer studio and Aurena for IFS cloud, any documentation for setting it up?

161
roklde
Superhero (Employee)
L
Do Gooder (Partner)
LekshmikanthDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Tranfer To Mobile Issue in IFS Coud 24R2

Hi all,We’re encountering an error when trying to use the "Transfer to Mobile" functionality for a service task. The system throws the following message:  ORA-20110: Not allowed to assign to resource <resource_id> which is not Used in Service However, I’ve verified that: Resource  is marked as "Used in Service" The resource is active Mobile configuration for the user appears to be set up correctly Could anyone help me understand what might be triggering this error?

212
L
Do Gooder (Partner)
I
Sidekick (Partner)
Iulia PetrinSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Recurring Miscellaneous Resource Allocation

Hello, Our customer has following scenario:Some technicians have different regular duties (e.g. office work) during their normal day, and they should be seen as absent in PSO. In this case, the easiest way to build this in the system would be to create miscellaneous resource allocations as recurring. For example, technician X is absent each Monday morning from 8 to 12.Does anyone know if this will be available in the near future?Thank you very much. Best regards,Iulia 

153
I
Sidekick (Partner)
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO - Rolling back Schedules

Hi,I am finding when trying to rollback a schedule it can fail. In the example below I am trying to get 29th Apr (yesterday), but the Schedule Time comes up for May last year.  I am finding sometimes the roll back works fine. In other times I shows me a date from a year ago, but the data in PSO for the plans are as if they’re live. Any ideas on this, or what to looks at in the events? Ady

284
AdrianEgley
Hero (Customer)
J
Do Gooder (Customer)
jantonioDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Can max_rows be used with perform_hierarchy_select in OData?

Hi everyone,I'm working with the perform_hierarchy_select endpoint in the FSM OData API and trying to limit the number of records returned. This is the code I’m trying to use: {  "parameters": {    "query": {      "hierarchy_select": {        "attrs": {          "attr": [            "task.task_id",            "task.task_status"          ]        },        "primary_table": "task",        "from": {          "table": ["task"]        },        "max_rows": 15      }    }  }} 

401
AdrianEgley
Hero (Customer)
N
Do Gooder (Partner)
necwangwdDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Questions about FSM's Latest Version's Environment

1.What is FSM's future update plan? Is FSM6Update32 the latest version?2.What is FSM's latest version's prerequisite OS, SQL and software and frameworks to hand, as well a server specs? 3.What is the latest information about FSM lifecycle? 

412
N
Do Gooder (Partner)
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Loading ID

Is there a way to tell what action corresponds to the ID listed in PSO? I am trying to find out what ID 715137 is. 

192
roklde
Superhero (Employee)
A
Sidekick (Partner)
Anastasiya DzembakSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO WISE: Activities from imported CSV file not visible

Hello everyone,Our customer would like to carry out vacation, sick leave and tour simulations based on historical data.We have tried to upload the data to WISE using a CSV file. However, no activities are displayed on the map.If we select the option “Use from existing Schedule”, the activities appear as expected.However, since we want to use historical data to simulate a scenario for a whole year in advance, this option is not suitable for us.We have checked the coordinates and they are correct. Does the Activity_Type have to be defined in PSO beforehand or something else?  Does anyone have any idea why this might be the case? Thank you!

141
A
Do Gooder (Employee)
N
Do Gooder (Partner)
niteshtDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
What type of visual studio version for IFS Developer Studio?

What type of visual studio version required/compatible for IFS developer studio (community version is fine or we need enterprise license type?) 

322
N
Do Gooder (Partner)
I
Sidekick (Partner)
INTHSLSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Return material handling from MWO

Hi,Is there a way to create Return materials (RMA) to return issued parts from MWO?This is for a company doing delivery services using request management and how to return the parts if there is a defect or customer refuse the parts ex: delivered 3 parts, but need only 1.  

463
Marcel.Ausan
Ultimate Hero (Partner)
I
Sidekick (Customer)
InADaysWork
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Background Rota Generation - Stop Creation for Previous Resource Shifts

In PSO, there are resources that were created a couple of years ago and given shifts but haven’t been scheduled in the rota for at least a year. Those resources are kept in PSO in case they get assigned to new areas. Unfortunately it appears that when Background Rota Generation is utilized, these non-current resources are appearing again in the Scheduling Gantt. We’ve made sure they are not in any current rota, and do not have any associated shifts. We’ve also removed their Division data. This hasn’t stopped PSO from now generating shifts for them during the background rota generation. What can be done (other than deleting the resources) to stop PSO from creating shifts for those resources and showing those resources in the scheduling gantt? Is there some way to permanently clear their long-ago shift information so PSO will stop including them in background shift generation, as well as including them in divisions that do not apply anymore? We can see the hierarchy in PSO documentation

130
I
Sidekick (Customer)
M
Sidekick (Partner)
MIGDNASidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Company A to perform service work. However, Company B holds the service contract

Hello experts,We are working with a customer with a multicompany environment. For instance, this customer has setup Company A, Company B and Company C in IFS Cloud 24R2.Is it possible to enable company A to perform service work while Company B holds the service contract?At this point we are interested in potential approach considering we are talking about allocating a WO to Company A while the Service Contract is hold by Company B.Many thanks for you help.Miguel NB: changing the Forum

80
M
Sidekick (Partner)

Badges

Show all badges
Terms & ConditionsCookie settings